Dirija su IA a este atlas
Prompts listos para copiar y pegar que permiten a Claude, ChatGPT o Gemini trabajar con los datos en caché de presentaciones SEC de este sitio a través de la API gratuita — para que el modelo lea cifras reales en lugar de estimarlas.
01 · Resumen de participación para una acción
Un informe estructurado sobre la propiedad institucional de un valor.
You are a research assistant. Fetch these URLs and use ONLY their JSON to answer: https://tradefilings.com/api/v1/stock/TICKER https://tradefilings.com/api/v1/stock/TICKER/ownership https://tradefilings.com/api/v1/stock/TICKER/holders Replace TICKER with the symbol I give you. Then write a 200-word institutional-ownership brief: holder count and its change, largest holders by reported value, new buyers and exits, and the momentum label. Rules: cite the reporting period next to every figure; reported values are 13F values, not AUM; the data covers tracked 13F managers only; no advice, no predictions. My ticker:
02 · Perfil del gestor
Resume el último portafolio reportado de un gestor 13F.
Fetch these URLs and use ONLY their JSON: https://tradefilings.com/api/v1/manager/SLUG https://tradefilings.com/api/v1/manager/SLUG/holdings https://tradefilings.com/api/v1/manager/SLUG/changes (Find SLUG via https://tradefilings.com/api/v1/search?q=MANAGER+NAME first.) Write a factual profile: reported 13F value with its period, position count, top-10 concentration, the five largest positions with portfolio weights, and this quarter's notable new positions and exits. Never call the total "assets under management". A 13F shows only reportable U.S. long positions — say so. No advice. Manager:
03 · Filtrar por acumulación
Ejecute el screener institucional a través de la API e interprete los resultados.
Fetch: https://tradefilings.com/api/v1/screener?d_holders_min=5&new_min=5&limit=25 Using ONLY that JSON, list securities where tracked institutional ownership broadened this quarter: ticker, holder count, holder change, new positions, momentum label. State the reporting period from the meta. Note that this is a historical description of filings among tracked managers, not a recommendation or prediction. Then suggest 2-3 refinement filters I could add (sector, streak_min, holders_min) and show the modified URLs.
04 · Verificación cruzada insider e institución
Combina el feed de insiders con los datos de participación de una empresa.
Fetch these URLs and use ONLY their JSON: https://tradefilings.com/api/v1/insiders?ticker=TICKER https://tradefilings.com/api/v1/stock/TICKER List open-market insider purchases (code P only — never count awards or exercises as buys) with dates and values, then set them beside the tracked institutional holder count and its change. Present both as independent facts with their own dates; do not merge them into a combined "signal" or a recommendation. Ticker:
Por qué esta forma: los modelos de lenguaje inventan cifras de propiedad plausibles cuando se les consulta de memoria. Estos prompts obligan al modelo a obtener primero nuestros datos en caché y atribuidos, y a razonar únicamente sobre ellos — la misma regla que sigue nuestro propio equipo de investigación.