{"uid":"cap_jjXHad0q6Uh87izN1ymc_","slug":"agent402-fund-max-report-sec-13f-institutional-portfolio-deep-analysis-351d801c","name":"Agent402 Fund Max Report - SEC 13F Institutional Portfolio Deep Analysis","description":"The deep tier: the full holdings table, wider quarter-over-quarter change analysis, more grounded web research, and a longer cited report on the manager's positioning. USDC or card (Stripe). Not cached.","url":"https://agent402.tools/v1/fund/max","method":"POST","headers":{},"bodySchema":{"type":"object","properties":{"cik":{"type":"string","description":"SEC CIK of the manager (alternative to manager/ticker)."},"format":{"enum":["markdown","json"],"type":"string","description":"Response shape (default markdown report)."},"ticker":{"type":"string","description":"US ticker of a publicly-traded manager (alternative to manager/cik)."},"manager":{"type":"string","description":"Institutional manager: a fund/firm name (e.g. \"Berkshire Hathaway\"), a ticker, or a SEC CIK."}}},"responseSchema":{"type":"json","example":{"cik":"0001234567","meta":{"cik":"0001234567","tier":"fund-report-max","manager":"Example Capital Management LLC","positions":42,"new_positions":3,"report_period":"2025-09-30","sources_cited":8,"synthesis_model":"anthropic/claude-opus-5","exited_positions":2,"portfolio_value_usd":4200000000},"report":"# Fund Portfolio Report: Example Capital (CIK 0001234567)\n\n## Snapshot\nExample Capital reported a $4.2B 13F portfolio across 42 positions...\n\n## Sources\n[1] 13F-HR holdings filed ... - https://www.sec.gov/...","tables":[{"name":"changes","rows":[["APPLE INC","037833100","ADD","905560000","850000000","55560000","176558000000"]],"label":"Quarter-over-quarter changes","columns":["Issuer","CUSIP","Action","Shares","Prior shares","Shares change","Value (USD)"]}],"manager":"Example Capital Management LLC","sources":[{"n":1,"url":"https://www.sec.gov/...","title":"13F-HR holdings filed 2025-11-14 (period 2025-09-30) - SEC EDGAR"}]}},"example":null,"exampleRequest":null,"tags":["x402"],"displayCostAmount":"0.85","displayCostAsset":"USDC","priceDynamic":false,"priceHint":null,"priceStatus":"priced","priceSource":"probe","requiresHandshake":false,"reviewCount":0,"rating":{"score":"0.00","successRate":"0.00","reviews":0,"stars":null,"state":"unrated"},"availabilityStatus":"unknown","priceObserved":null,"sessionDeposit":null,"pricing":{"kind":"static","summary":"$0.85/call","primary":{"kind":"static","protocol":"x402","network":"base","amountUsd":"0.85","per":"call","confidence":"exact"},"accepted":[{"kind":"static","protocol":"x402","network":"base","amountUsd":"0.85","per":"call","confidence":"exact"}]},"paymentMethods":[{"uid":"pm_Iv8e9szQag2oO-peHdbmj","protocol":"x402","methodType":"crypto","chain":"base","mode":"charge","costAmount":"0.85","costPer":"request","priority":0,"asset":"0x833589fCD6eDb6E08f4c7C32D4f71b54bdA02913","unit":"request","depositMicros":null,"planRef":null}],"brandName":null,"brandSlug":null,"brandBaseUrl":null,"brandDocsUrl":null,"whatItDoes":"Generates a comprehensive, AI-synthesized institutional fund portfolio report from SEC 13F filings, including holdings, quarter-over-quarter changes, and sourced narrative analysis.","exampleAgentPrompt":"Pull a full 13F portfolio report for Pershing Square Capital Management — I want to see their current holdings, what they added or exited this quarter, and an AI-written analysis with sources. Give it to me in markdown.","exampleUseCases":[{"title":"Hedge fund holdings deep dive","prompt":"Can you generate a comprehensive portfolio report for Citadel Advisors using their SEC CIK? I want to see all their positions, quarter-over-quarter changes, and a synthesized analysis with sources, formatted as markdown."},{"title":"Tracking a manager's new bets","prompt":"What new positions did Druckenmiller's Duquesne Family Office open in the most recent quarter? Pull a full fund report so I can see what they added and what they exited."},{"title":"Investor research by ticker","prompt":"I'm researching ARK Investment Management — can you pull their latest 13F report using their ticker and give me the full breakdown of holdings, portfolio value, and any major changes compared to last quarter?"}],"resultDescription":"Returns a structured object containing: a full AI-synthesized markdown or JSON report, a metadata block with CIK, manager name, portfolio value in USD, number of positions, new and exited positions, report period, and number of sources cited, a tables array with quarter-over-quarter changes (issuer, CUSIP, action, shares delta, value), and a sources array with numbered citations linking to SEC EDGAR filings.","failureModes":["Invalid or unrecognized manager name, ticker, or CIK returns an error or empty result","CIK not found in SEC EDGAR returns a lookup failure","Manager has no 13F filings (non-US or non-reportable) yields no data","Ambiguous manager name may resolve to wrong entity — prefer CIK for precision","Payment failure (insufficient USDC balance) blocks the call before processing","Rate or quota issues on the underlying SEC data source may delay or fail the report"],"whenToPreferThis":"Choose this endpoint when you need a rich, AI-synthesized narrative analysis of an institutional fund's 13F portfolio — not just raw filings. It is ideal when you want quarter-over-quarter change tables, sourced citations, and a structured report in a single call, without needing to parse SEC EDGAR yourself. Prefer it over raw SEC EDGAR queries when you want a finished, human-readable report with synthesis. Use the 'max' tier when depth, sourcing, and a comprehensive narrative matter more than speed or cost.","instructions":null,"reviewSummary":null,"reviewSummaryHighlights":null,"reviewSummaryConcerns":null,"reviewSummaryGeneratedAt":null,"activationCount":0,"lastUsedAt":null,"lastSuccessfullyRanAt":null,"lastHealthCheckAt":"2026-09-14T06:52:17.319Z","isFirstParty":false}