Beta · free while it runs
Every SEC 13F filing, turned into a fast dashboard: what thousands of managers bought and sold this quarter, each firm’s full book, who owns every stock, and an AI that answers from the same data.
The product
Start from a manager and see their whole book, or start from a ticker and see every institution that holds it. Every page is one click from the other.
Pulse
What changed this quarter across every 13F filer: net flow, breadth, positions opened and closed, put and call filers. The flow map plots every security by change in holders against net flow, so concentrated accumulation and broad distribution stand out at a glance.
Firms
Portfolio value over time, holdings with per-row trend sparklines, what changed since the last filing, and how much of the move came from the market versus new money. A price-return clone compares the top ten against the S&P 500.
Stocks
Market cap, 13F value, float held and holder count for every security, with institutional flow laid against price over ten years. Accumulation and distribution regimes are shaded right on the chart, and the holders table shows every filer.
And everything around it
Put a set of managers side by side: their combined book, what they agree on, net flow, and where they disagree. Save your own groups or start from a preset.
A track-record table of managers with sortable signal columns, each row one click from the firm’s page.
Search every filer at the latest quarter, filter by AUM and flow, sort any column, export to CSV.
Every security with a ticker, filtered by sector and size. Star the ones you follow and the watchlist shows what changed.
Press ⌘K anywhere to jump to a firm or a ticker.
Ask AI
A side panel that answers questions about the 13F data and explains how to read any page or chart. Its answers come from the same queries the pages run, it links straight to the firm or stock it is talking about, and it can draw a chart inline.
Included with every account, with a monthly allowance. Conversations aren’t saved. See the privacy policy for what is sent where.
The data
Public filings first, market data second, and our own judgement only where we write down the reason.
SEC EDGAR
Every filing, holding, value and put/call flag, the manager list and the securities by CUSIP, loaded from sec.gov.
Massive
Daily and quarter-end prices, splits, market cap and shares outstanding from 2016, plus tickers, names and exchanges, updated each trading evening.
SEC company data
Each issuer’s SIC industry code drives the sector view, with about fifty overrides, each with a written reason.
13F filings are quarterly and arrive up to 45 days after each quarter ends. They cover only reportable long US equity and ADR positions: no shorts, cash, bonds or foreign listings, and not a fund’s full assets. The app shows this caveat on every data page, and tags quarters as provisional while filings are still arriving.
Pricing
Everything, including Ask AI, at no cost while the beta runs. At launch: one plan, $10 a month billed yearly or $15 month to month, with a 30-day free trial.
Sign in with your email or Google. No card during the beta.