Create SEC-compliant Form 13F Information Table XML files instantly. Skip the expensive services and complex spreadsheets.
The SEC publishes everything you need to file Form 13F. We just made it easier to use.
Built by developers who understand SEC compliance requirements.
Search 11,800+ securities from the official SEC 13F list. Find any stock by name, ticker, or CUSIP instantly.
Every XML file is validated against the official SEC eis_13FDocument.xsd schema v1.9. EDGAR-ready guaranteed.
Already have your holdings in a spreadsheet? Drag and drop your CSV file to import hundreds of positions at once.
No waiting, no email delivery. Your XML file downloads immediately after clicking generate.
Our securities database is updated every quarter when the SEC releases the new 13F list.
Your holdings data never leaves your browser until you generate. We don't store your portfolio information.
From your holdings data to EDGAR-ready XML in under 5 minutes.
Search for securities by name or CUSIP, or import your existing spreadsheet via CSV. Our smart lookup fills in issuer names and titles automatically.
Check your holdings table for accuracy. Our real-time validation highlights any issues before you generate, ensuring a clean EDGAR submission.
Click generate to download your SEC-compliant information_table.xml file. Upload it to EDGAR along with your Form 13F-HR cover page.
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