Fund portfolio report (13F, grounded)

Hand over an institutional manager (a fund name like "Berkshire Hathaway", a ticker, or a SEC CIK) and get one cited report on what they hold and what they BOUGHT, ADDED, TRIMMED, and EXITED last quarter - diffed from their two most recent SEC 13F-HR filings, with a downloadable holdings + changes appendix. Send POST /v1/fund with no required fields (4 optional) and pay $0.60 per call over x402 with USDC on an EVM chain. It returns a JSON object with report, manager, cik, sources, tables and 1 more.

Data a chatbot can't reach (parsed live off SEC EDGAR). One payment, one report. USDC (x402/MPP) or card (Stripe). Not cached.

Category: LLM gateway · Tags: research 13f fund institutional holdings sec edgar portfolio

TRY IN PLAYGROUND →

Parameters

Example request

curl -i -X POST https://agent402.tools/v1/fund \
  -H "Content-Type: application/json" \
  -d '{"manager":"Berkshire Hathaway"}'

Without payment this returns HTTP 402 Payment Required with the exact price for fund-report; any x402 v2 or MPP client pays it and retries.

Example response

{
  "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/...",
  "manager": "Example Capital Management LLC",
  "cik": "0001234567",
  "sources": [
    {
      "n": 1,
      "title": "13F-HR holdings filed 2025-11-14 (period 2025-09-30) - SEC EDGAR",
      "url": "https://www.sec.gov/..."
    }
  ],
  "tables": [
    {
      "name": "changes",
      "label": "Quarter-over-quarter changes",
      "columns": [
        "Issuer",
        "CUSIP",
        "Action",
        "Shares",
        "Prior shares",
        "Shares change",
        "Value (USD)"
      ],
      "rows": [
        [
          "APPLE INC",
          "037833100",
          "ADD",
          "905560000",
          "850000000",
          "55560000",
          "176558000000"
        ]
      ]
    }
  ],
  "meta": {
    "tier": "fund-report",
    "manager": "Example Capital Management LLC",
    "cik": "0001234567",
    "report_period": "2025-09-30",
    "positions": 42,
    "portfolio_value_usd": 4200000000,
    "new_positions": 3,
    "exited_positions": 2,
    "sources_cited": 8,
    "synthesis_model": "anthropic/claude-opus-5"
  }
}

From an MCP client

catalog.call {
  "slug": "fund-report",
  "params": {
    "manager": "Berkshire Hathaway"
  }
}

The hosted connector at https://agent402.tools/mcp needs a payment for fund-report; the stdio package pays it from a wallet or from AGENT402_CREDITS_KEY. Local install: npx -y agent402-mcp.

Errors and behavior

• Every field is optional. An input the tool rejects returns an HTTP 4xx whose body carries error, tool, expected, required and example.
• A paid call that ends in any status of 400 or above is not charged over x402, MPP or a prepaid credits key: settlement is cancelled when the tool fails.
• Wallet-only: this tool runs a model, so it has no proof-of-work tier. A prepaid card-credits key (Authorization: Bearer a402_...) also pays it.
• Model-backed: the answer is generated by a model, so the same input can produce different wording.
• Long-running: payment settles after the work finishes, so only EVM exact payments are offered.
• A GET or HEAD to /v1/fund returns the same 402 quote, so the price can be read without a body.
• An Idempotency-Key header makes a retried paid call replay the first 200 instead of charging again (an answer larger than 1 MB and a streamed response are not replayed).

Paid call (JavaScript agent)

import { wrapFetchWithPayment } from "@x402/fetch";
import { x402Client } from "@x402/core/client";
import { registerExactEvmScheme } from "@x402/evm/exact/client";
import { privateKeyToAccount } from "viem/accounts";

const client = new x402Client();
client.setSpendControls?.(false); // keep your own spending ceiling in code
registerExactEvmScheme(client, { signer: privateKeyToAccount(KEY) });
const payFetch = wrapFetchWithPayment(fetch, client);

const res = await payFetch("https://agent402.tools/v1/fund", {
  method: "POST",
  headers: { "Content-Type": "application/json" },
  body: JSON.stringify({
    "manager": "Berkshire Hathaway"
  }),
});

Related tools