What inputs does get_manager_portfolio accept?

filer_cik (string, optional): CIK of the 13F filer (1-10 digits; will be zero-padded to 10). Preferred over filer_name when known. filer_name (string, optional): Filer name to fuzzy-match against entity.name. Case-insensitive substring match. Multiple matches raise INVALID_ARGUMENT — use filer_cik in that case. period_end (string, optional): Quarter-end (YYYY-MM-DD). Omit to use latest available. This is a REPORTING period, NOT a point-in-time cutoff — use as_of_date for that. as_of_date (string, optional): Point-in-time cutoff (YYYY-MM-DD): only 13F filings ACCEPTED by SEC on or before this date are considered, applied BEFORE the latest + prior periods (and the QoQ basis) are resolved. A 13F/A amendment or late filing accepted after this date is excluded (zero look-ahead). Omit for the latest knowable portfolio. top_n (integer, optional, default 25): Maximum positions to return, ranked by market_value_usd. Default 25. include_superseded (boolean, optional, default false): Default false: 13F-HR rows replaced by a later 13F-HR/A are hidden once the amendment is knowable (as of as_of_date when given), so an original and its amendment are never both counted. Set true to include the superseded originals. lineage_detail ("off" | "compact" | "full", optional, default "compact"): Per-row provenance envelope.

Which Valuein plans include get_manager_portfolio?

Available on Institutional only. Point-in-time safe via as_of_date filtering.

smart-money

PIT-safe

Manager Portfolio (13F by filer)

get_manager_portfolio

Institutional and above

Returns a 13F filer's full portfolio at a specific period_end (latest by default), with QoQ deltas vs the prior quarter (new / increased / decreased / exited / unchanged). Specify the filer either by filer_cik (preferred) or filer_name (fuzzy match against entity.name; multipl...

Example Call

example_call.pypython

# Using the Valuein MCP server from Python (via MCP SDK)# Or call directly from Claude / Cursor after setup result = await client.call_tool(    "get_manager_portfolio",    arguments={})print(result)

Direct tool call:get_manager_portfolio(...)

Inputs

Parameter	Type	Required	Description
`filer_cik`	string	optional	CIK of the 13F filer (1-10 digits; will be zero-padded to 10). Preferred over filer_name when known.
`filer_name`	string	optional	Filer name to fuzzy-match against entity.name. Case-insensitive substring match. Multiple matches raise INVALID_ARGUMENT — use filer_cik in that case.
`period_end`	string	optional	Quarter-end (YYYY-MM-DD). Omit to use latest available. This is a REPORTING period, NOT a point-in-time cutoff — use as_of_date for that.
`as_of_date`	string	optional	Point-in-time cutoff (YYYY-MM-DD): only 13F filings ACCEPTED by SEC on or before this date are considered, applied BEFORE the latest + prior periods (and the QoQ basis) are resolved. A 13F/A amendment or late filing accepted after this date is excluded (zero look-ahead). Omit for the latest knowable portfolio.
`top_n`	integer	optional	Maximum positions to return, ranked by market_value_usd. Default 25.Default: `25`
`include_superseded`	boolean	optional	Default false: 13F-HR rows replaced by a later 13F-HR/A are hidden once the amendment is knowable (as of as_of_date when given), so an original and its amendment are never both counted. Set true to include the superseded originals.Default: `false`
`lineage_detail`	"off" \| "compact" \| "full"	optional	Per-row provenance envelope.Default: `"compact"`

Output Fields

filer_cikfiler_nameperiod_endprior_period_endas_of_datedata_age_daysstaleness_warningtotal_market_value_usdpositions_countaggregaterows

Example Response

Illustrative

response.jsonjson

{  "filer_cik": null,  "filer_name": null,  "period_end": "2024-03-15",  "prior_period_end": null,  "as_of_date": null,  "data_age_days": null,  "staleness_warning": null,  "total_market_value_usd": 394328000000}