get_13f_holdings
ChatGPTGet Form 13F holdings for an institutional filing manager CIK (flat RAG records). Use only when the question is explicitly 13F-by-manager.
Overview
Nomas Research lets ChatGPT look up structured SEC data: company facts, parsed filings (8-K, 10-K/Q, 13D, 144, D, 14A, S-1/S-3), insider trades, 13F holdings, and failure-to-deliver. Tools are read-only retrieval against Nomas RAG APIs. Users sign in on nomas.fyi; Free, Pro, and API plans still apply.
Tools
get_13f_institution_holdings_for_security
ChatGPTGet one filing manager's 13F line items for a CUSIP in a report period (13F-by-security holdings detail).
get_13f_institution_ranking
ChatGPTRank Form 13F institutional holders of a CUSIP for a report period (13F-by-security). Prefer after list_13f_security_periods.
get_13f_security_period_chart
ChatGPTTime series of 13F holder counts / amounts for a CUSIP across periods.
get_company_detail
ChatGPTGet detailed company information for a CIK as self-contained RAG records.
get_company_facts
ChatGPTGet sanitized XBRL company facts as flat RAG records (period_bucket on each row; no nested 3_month/12_month keys). Use only when the question is explicitly about XBRL facts.
get_ftd
ChatGPTGet failure-to-deliver series for a CUSIP as flat RAG records. Ticker is not unique — resolve the CUSIP with lookup_issuer or search_ftd first. Do not guess a CUSIP from a ticker.
get_insider_person
ChatGPTGet a reporting owner's cross-issuer Form 4 holdings dossier (common + derivative share equivalents). Pass rptownercik from search_insiders.
get_insider_trades
ChatGPTGet Form 3/4/5 insider trading transactions for a company as flat RAG records. Use only when the question is explicitly Form 4 / completed insider trades. Proposed affiliate sales are Form 144 via list_parsed_filings family=144.
get_parsed_filing
ChatGPTGet one parsed filing as flat RAG records (summary plus child tables). 8-K: item_8k / event facts. 144: seller and proposed sale. D/C: offering terms. Tender: parties and offer terms. Offering: offering_terms / 424 attach. Not a 10-K HTML fetch.
list_13f_security_periods
ChatGPTList available 13F report periods for a CUSIP (13F-by-security).
list_concepts
ChatGPTList XBRL concepts available for a company CIK (flat RAG records). Use only when the question is explicitly about company facts / taxonomy.
list_parsed_filings
ChatGPTList hosted parsed Company Filings as flat RAG records (headline + key_facts), not EDGAR HTML. Omit family after lookup_issuer and pass ciks for a mixed issuer tape (8-K, Form 144, Form D, Form C, 13D, tender/M&A, periodic, proxy 14A/14C, S-1/S-3/S-4/F-1/F-3/F-4 + 424 attach). When family is set it must be one of: 8k, periodic, 13d, 144, d, c, proxy, offering, tender.
list_taxonomy
ChatGPTPage through taxonomy catalog metadata as RAG records.
lookup_issuer
ChatGPTResolve a name or ticker to issuer identity: CIK, tickers, and live FTD CUSIPs. Tickers are reused; each CUSIP stays a separate row with last_settlement_date. Start here. Then list_parsed_filings (omit family, pass ciks) or get_ftd with a chosen CUSIP. Does not return XBRL, prices, or filings.
search_13f_institutions_for_security
ChatGPTSearch 13F filing managers that hold a given CUSIP.
search_13f_managers
ChatGPTSearch Form 13F filing managers by name or CIK (flat RAG records).
search_13f_securities
ChatGPTSearch securities reported on Form 13F by name or CUSIP (13F-by-security index). Use before ranking holders for a CUSIP.
search_company
ChatGPTSearch companies by name or ticker. Returns CIK, name, and tickers only — no CUSIPs. Prefer lookup_issuer when you need FTD CUSIPs or a filings tape.
search_ftd
ChatGPTSearch failure-to-deliver issuers. A 2–5 character query is an exact ticker match; longer queries match name. Returns one record per CUSIP (symbol, company_name, last_settlement_date), ranked by last_settlement_date. Tickers are not unique — do not collapse CUSIPs. Call get_ftd with the chosen CUSIP.
search_insiders
ChatGPTSearch Form 4 reporting owners by person name. Returns reporting-owner CIKs to pass to get_insider_person.
Capabilities
Lookup Sec Issuers By Name Or TickerList Parsed Sec FilingsRetrieve Form 4 Insider Trades And Reporting-Owner DossiersQuery 13f Holdings And Ftd Series
Example Prompts
Click any prompt to copy it.
