Research hedge fund portfolios from 13F filings
An open-source financial research agent with live data access works with 13F filings to analyze institutional portfolio disclosures. Task: Suggested implementation: An open-source AI agent queries live financial data, including SEC 13F, 13D, and 13G filings, insider transactions, and earnings. Users input natural language questions, such as identifying a fund's largest new positions, and the agent retrieves and analyzes the relevant disclosures. Human involvement is required to validate the agent's output against official records, as specific workflow steps are not detailed in the source.; tools: custom-built or unnamed agent. Human role: The original post does not say how a person stayed involved.; limitations: The tool is described as free, open-source, and capable of running offline with local models. Key constraints include the inherent delay in 13F data availability and the lack of verified human workflow integration. Source reliability is secondary, as the original URL returned a 403 error, preventing direct verification of the code or current status. Users must manually verify data accuracy against official SEC records..
Tools
custom-built or unnamed agent
Published on Agent Work Atlas:
Overview
An open-source financial research agent with live data access works with 13F filings to analyze institutional portfolio disclosures.
Workflow
Suggested implementation: An open-source AI agent queries live financial data, including SEC 13F, 13D, and 13G filings, insider transactions, and earnings. Users input natural language questions, such as identifying a fund's largest new positions, and the agent retrieves and analyzes the relevant disclosures. Human involvement is required to validate the agent's output against official records, as specific workflow steps are not detailed in the source.
Reported result
The creator reports the application has approximately 1,000 GitHub stars and can surface institutional portfolios from a single prompt. However, a commenter notes that 13F data is delayed, which impacts the timeliness of the analysis. Actual business outcomes, such as time saved or accuracy rates, are unknown. A measurable acceptance check should compare the agent's retrieval time and accuracy against manual SEC EDGAR searches.
Human role
The original post does not say how a person stayed involved.
Limitations
The tool is described as free, open-source, and capable of running offline with local models. Key constraints include the inherent delay in 13F data availability and the lack of verified human workflow integration. Source reliability is secondary, as the original URL returned a 403 error, preventing direct verification of the code or current status. Users must manually verify data accuracy against official SEC records.
Try it
Act as a financial research assistant. I need to analyze the latest 13F filings for [replaceable input: specific hedge fund name] to identify their largest new positions. Use the open-source agent tool to query SEC data for [replaceable input: target quarter]. First, perform a dry run on a sample of 5 holdings to verify data integrity against [replaceable input: official SEC EDGAR URL]. Do not publish or use the results for trading until I confirm the accuracy of the dry run. Output the results in a JSON format with fields: ticker, position_value, change_from_previous_quarter. If the agent fails to retrieve data, report the error and suggest manual lookup steps. Ensure you note the data delay period for 13F filings in the final report.
Source reports are not independently verified. Publication date is the catalog publication date, not the original article date.