HTTP/1.1 402 PAYMENT REQUIRED · Agentic Finance (AIFI) · x402 + MPP dual-stack 500+ tools · 12 rails · 0% seller fee
Agent402 / tools / fund-report-max

Fund portfolio report - MAX (deep)

$19 per call · USDC via x402 · POST /v1/fund/max

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.

TRY IN PLAYGROUND →

Input

FieldTypeDescription
managerstringInstitutional manager: a fund/firm name (e.g. "Berkshire Hathaway"), a ticker, or a SEC CIK.
cikstringSEC CIK of the manager (alternative to manager/ticker).
tickerstringUS ticker of a publicly-traded manager (alternative to manager/cik).
formatstringResponse shape (default markdown report).

Example output

{
  "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-max",
    "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"
  }
}

Try it - see the 402 challenge (free)

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

The response is HTTP 402 Payment Required with exact payment requirements. Any x402 v2 client pays automatically and retries:

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();
registerExactEvmScheme(client, { signer: privateKeyToAccount(KEY) });
const payFetch = wrapFetchWithPayment(fetch, client);

const res = await payFetch("https://agent402.tools/v1/fund/max", {
  method: "POST",
  headers: { "Content-Type": "application/json" },
  body: JSON.stringify({
    "manager": "Scion Asset Management"
  }),
});
Wallet-only. This tool reaches the network/browser/storage, so it is paid in USDC via x402 (no proof-of-work tier).

Related tools

Chat completions - nano tier

$0.003 · POST /v1/nano/chat/completions

OpenAI-compatible chat completions, nano tier: gpt-4.1-nano, gpt-5-nano, gemini flash-lite, small llama/ministral/qwen, …

try in playground →

Chat completions - auto tier (eval-ranked routing)

$0.01 · POST /v1/auto/chat/completions

OpenAI-compatible chat completions with server-side model choice: omit "model" (or send "auto") and the gateway routes t…

try in playground →

Grounded chat (web search, OpenAI-compatible)

$0.03 · POST /v1/grounded/chat/completions

OpenAI-compatible chat completions GROUNDED in a live web search on every call: the gateway runs an Exa search (up to 5 …

try in playground →