FilingSpy

Track how a specific investor's position in a security has changed over time. Returns a chronological timeline of shares, value, effective share delta/percentage, activity type (NEW, INCREASED, DECREASED, SOLD, UNCHANGED), and adjustment_note for each reporting period. Returns byte-bounded history pages (default 20, maximum 100 requested rows); follow nextOffset. Use this for questions like 'How has Buffett's AAPL position changed over the years?' Company identifiers accept verified share-class variants (BRK-B, BRK/B, BRK B, brk.b → BRK.B); normalized inputs echo resolvedTicker. Unknown identifiers return a repairable error with up to five resolve_company candidates.

get_position_history

Get detailed information about a security (stock/bond) including current owners among tracked investors with their share counts and values, quarterly ownership history (owner count and total shares over time), and recent buy/sell activity across all investors. Company identifiers accept verified share-class variants (BRK-B, BRK/B, BRK B, brk.b → BRK.B); normalized inputs echo resolvedTicker. Unknown identifiers return a repairable error with up to five resolve_company candidates.

get_security_detail

Show tracked investors holding a security, their filing-reported value, portfolio weight, period-end shares, split-adjusted quarter action, and first-seen period. Includes portfolioWeightPct (percent of selected long-stock book; derivatives/shorts excluded), portfolioRank (1 = largest stock position; securityId breaks value ties; exits rank null), holdersAtPeriodEnd and exitedThisPeriod counts. totalCount counts matching rows including exits before paging; population counts and totals precede changeType filtering. Optional changeType filters admitted actions before paging on every plan; this is a per-security row filter, not a screener filter. Includes exits and totals across the family aggregate universe. Optionally restrict to investor slugs and a reporting period. Use resolve_company to resolve company identifiers. Follow nextOffset as offset with the same filters to continue. Company identifiers accept verified share-class variants (BRK-B, BRK/B, BRK B, brk.b → BRK.B); normalized inputs echo resolvedTicker. Unknown identifiers return a repairable error with up to five resolve_company candidates.

get_security_holders

List company filings newest filing date first, with accession, items, AI headline, hasSummary, hasText, hasStatements and EDGAR sourceLink. Default: 10-K/10-Q/20-F, 8-K/6-K and DEF 14A, including amendments. Optional formTypes filters exact SEC forms; other forms (e.g. 424B4, S-1, S-3) are listed only when requested. Full text covers periodic 10-K/10-Q/20-F; 8-K/6-K have AI summaries and DEF 14A has proxy extractions, when available. Other forms are listed only. Follow nextOffset; reporting period and filing date differ. Company identifiers accept verified share-class variants (BRK-B, BRK/B, BRK B, brk.b → BRK.B); normalized inputs echo resolvedTicker. Unknown identifiers return a repairable error with up to five resolve_company candidates.

list_company_filings

List the tracked superinvestors with primaryStyle (nullable) and an optional investor_style primary-style metadata filter, available on every plan, plus their latest portfolio period, total value, and position count. Also returns high-level stats for the latest substantially complete consensus quarter (75% coverage, same fallback as consensus), with nextPeriod {period, investorsFiled} when later filings have started. Returns byte-bounded investor pages (default 50, maximum 100 requested rows); follow nextOffset with identical arguments. Use this to see who is being tracked or for dashboard-level questions. A fund family is listed once, as its firm, with `fundCount` and `funds` naming the individual fund slugs you can drill into; the firm's 13F and each fund's N-PORT are separate SEC lenses on the same manager and must never be added together.

list_investors

Discover primary statements, notes and detailed tables in one published filing. Returns statement IDs, friendly/original names and source links. Does not depend on AI summaries. Follow nextOffset. Company identifiers accept verified share-class variants (BRK-B, BRK/B, BRK B, brk.b → BRK.B); normalized inputs echo resolvedTicker. Unknown identifiers return a repairable error with up to five resolve_company candidates.

list_statements

Read the raw text of one filing section (e.g. MD&A, Risk Factors). This is the grounding tool: use it to verify or quote what a filing actually says before making a factual claim about its language. Use the (accession, part, sectionId) from get_filing_summary or search_filing_text. Common sectionId aliases such as 3, Item 3, and Item 7A are accepted; missing sections return availableSections for that accession. Pages contain about 12,000 characters. Follow nextOffset as offset with the same address and omit find to read on. Optional literal find locates a paragraph at or after offset; found:false explicitly means no occurrence at or after offset and returns the ordinary page plus up to eight suggestions (matching headings/short lines with character offsets). Offsets index stored text characters. Before downgrading a claim absent from structured notes, read the relevant Risk Factors and MD&A here and name the section read; absence from notes is not absence from the filing. Company identifiers accept verified share-class variants (BRK-B, BRK/B, BRK B, brk.b → BRK.B); normalized inputs echo resolvedTicker. Unknown identifiers return a repairable error with up to five resolve_company candidates.

read_filing_section

Read structured filing rows and cells with raw numbers, display scale, unit, period, dimensions and source links. Use for numbers absent from Core and to explain the selected statement. Pages through rows and columns; rowIds/columnIds target cells. Text/footnotes return nextTextOffset: repeat with those IDs and textOffset for continuation. For footnotes use footnoteOffset/nextFootnoteOffset and rowIds: [] to reserve the text budget. If a cell returns empty content and non-null nextTextOffset, target only its rowId and columnId before continuing. Keep the public column_limit spelling. Never sum unlike units or quarterly and cumulative periods. Company identifiers accept verified share-class variants (BRK-B, BRK/B, BRK B, brk.b → BRK.B); normalized inputs echo resolvedTicker. Unknown identifiers return a repairable error with up to five resolve_company candidates.

read_statement

Resolve a company name or ticker to candidate companies with filings/financials. Returns ticker, name, CIK, and whether each has financial data and filing text. Use this FIRST when the user names another company (e.g. 'Microsoft', 'compare with MSFT') to get the ticker before calling the other filing/financials tools. Follow nextOffset as offset with the same filters to continue.

resolve_company

The site-wide insider screener (/insiders) as a tool: companies ranked by insider flow over a window, with who bought, what they paid and where the stock trades now. Use it for "which companies are insiders buying", never for one named company — get_insider_activity answers that. USD totals already exclude rows whose filed price failed the price check (pricePlausible false); unverifiable prices still count. Never present a failed row as an amount someone paid, and do not explain this rule to the user unless asked. 'Discretionary' means the filing's checkbox said the insider chose the timing, not that a pre-set Rule 10b5-1 plan executed it. The checkbox only exists on filings from December 2022; an unanswered one is 'unknown', never 'not planned'. Insider buying is not a recommendation and not a signal. Do not add caveats, disclaimers or methodology notes; state the facts and stop. If asked whether a buy is bullish, give the facts (who, role, size, price, timing) and no verdict. Returns up to 25 companies plus the exact total count. priceVsRef is the latest close against refBuyPrice, the share-weighted price the window's buyers actually paid on today's split basis — negative means the stock now trades below it. latestClose is null (with marketCapBasic and priceVsRef) when the company's reference security has stopped producing bars: a company that no longer trades keeps its row and its flow figures but reports no price. marketCapBasic is basic common shares outstanding times the close — never a fully converted figure, so do not describe it as total capitalisation; sharesObservedAt is the date that share count describes, and sharesClassScope says whether it covers one share class, multiple, or whether that is unknown -- unknown means no breakdown was filed, never that there is one class. marketCapBasis says what kind of figure the cap is: single_class and classes_converted are exact (the second means a reviewed conversion turned every class into the priced class's unit), while classes_summed_unconverted is APPROXIMATE -- several share classes added together and priced at one class's quote, because nothing reviewed says they are the same economic unit. Always say a classes_summed_unconverted figure is approximate and why; never present it as exact. A null marketCapBasic is a deliberate refusal, and marketCapWithheldReason is the site's own sentence saying why (marketCapWithheldReasonKey is the same fact as a machine word): quote the reason, never substitute an estimate of your own. clusterBuyers is already a count of participants — never add one to it.

screen_insider_activity

Screen stocks by material quarterly activity among tracked investors. Default ranking is the weighted score (2*NEW + INCREASED - DECREASED - 2*SOLD), reversed for side sell. Use sortBy: "buyers" to answer which stocks did the most funds buy/add; sellers ranks fund sellers and net_value ranks net estimated dollars in the side direction. sortBy is available on every plan, including free and anonymous/demo. Counts and dollar figures are recalculated from only the requested investor styles. Valid investor_style keys: value, quality, growth, activist, macro, special. Follow nextOffset as offset with the same filters to continue.

screen_stock_consensus

Search for investors by name, manager, slug, fund ticker or alias (at least two characters), and securities by ticker/issuer name. One-character security queries are supported; investor matching is explicitly skipped. Returns investor matches with their latest period, portfolio value, and their role — 'firm' (files a 13F for a fund family), 'fund' (one N-PORT series, with parentSlug naming its firm) or 'investor' (standalone). A person or firm name selects the firm; a fund name or ticker selects that fund. Security matches carry the current owner count among tracked investors. Use this to find the correct slug or ticker before looking up details. Follow nextOffset as offset with the same filters to continue.

search

Search published structured notes, row labels, text cells and footnotes using an English literal substring. Specify 1 to 3 company-owned accessions for a single filing or cross-period comparison. Returns bounded discovery snippets with read_statement coordinates and source links. Each report returns nextMatchOffset for more matching locations; pass it as matchOffset with the same page offset. Follow nextOffset with identical query/accessions. Read source reports before making claims or comparing figures. Partial coverage or no match never proves absence of disclosure; narrative chapters use search_filing_text. Company identifiers accept verified share-class variants (BRK-B, BRK/B, BRK B, brk.b → BRK.B); normalized inputs echo resolvedTicker. Unknown identifiers return a repairable error with up to five resolve_company candidates.

search_disclosures

Full-text keyword search over a company's filing sections. Returns ranked matches with separate highlighted snippets[] passages and the (accessionNumber, part, sectionId) to read. Compatibility snippet separates passages with [Separate passage]; never treat them as adjacent text. Use read_filing_section find with a literal snippet phrase (without highlight tags) to locate it. Follow nextOffset as offset with identical query/accession for more matches. Use this to locate where a topic or phrase is discussed in the filings when you don't already know the section. Keyword-based, so use concrete terms from the filing; for numeric values use get_company_financials instead. Optionally scope to one filing by accession. Company identifiers accept verified share-class variants (BRK-B, BRK/B, BRK B, brk.b → BRK.B); normalized inputs echo resolvedTicker. Unknown identifiers return a repairable error with up to five resolve_company candidates.

search_filing_text