Turning institutional filings into tradeable strategies.
Industry
Investment Research
Timeline
2025
Type
Web Platform
Status
Early Development
The Challenge
SEC 13F filings reveal what the world's largest investors are holding - but transforming raw filing data into actionable, backtestable strategies requires significant data engineering.
We built a platform that lets users browse 13F filers like Berkshire Hathaway, select quarterly filings, and generate portfolio strategies with configurable parameters - backdating quarters, weight thresholds, and top holdings filters. Built with React 19, Vite, Express.js, PostgreSQL, and TanStack Query.
The Outcome
Institutional
SEC 13F Data
From the world's biggest investors.
Configurable
Strategy Parameters
Weights, filters, backdating quarters.
Backtestable
Output
Systematic portfolio construction.
