Review a fund’s latest 13F with an AI agent

A free financial research tool used live data to pull up a fund’s portfolio and related filings from one request.

Done with Custom agent· Intermediate· Mar 2026

What they did
A developer put together an AI research app for market analysis that can reach into live sources such as SEC filings, insider trades, earnings reports, and stock prices. They then expanded it to cover 13F, 13D, and 13G disclosures, so a user could ask in plain English about a hedge fund’s biggest fresh holdings or other portfolio shifts. The system used a Next.js front end, Vercel AI SDK for tool use, Daytona to run code, and Valyu search to find the data, while the human mainly handled the question and checked the response.
How it went
According to the creator, the project had almost 1,000 GitHub stars and could bring together an institutional portfolio view with linked filings from a single prompt. One commenter added that 13F data arrives late, so it works better for background research and tracking over time than for live conviction.
Tips
Treat the output as a research starting point, not a real-time trading signal. Because the app is described as free and open source, it is also something a reader could try locally with local models.

Try it yourself with Manus

Use SEC EDGAR and related market data to review the newest 13F filing for [hedge fund or investor name]. Report the top 10 holdings by value, the largest newly opened positions, and any holdings that were increased, reduced, or closed since the prior quarter. Add a short sector breakdown and a compact table of the biggest changes, then pause and ask for my approval before you send, publish, or submit anything.

Fill in the [brackets]. Agents can make mistakes, so review anything before it is sent, paid or deleted.

Read the original on reddit.com ↗

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