13F Dashboards: Update #2 (7/28/2023)
For generating new stock investment ideas.
Free 13F Dashboards
Data is as of market close on 7/28/2023. The plan is for weekly updates / refreshes of the Dashboards, but it may be more frequent as new 13Fs come out.
The images below may take a moment to load.
How to Improve Image Quality
To improve the quality when zooming in on the images below:
Desktop: Right click + “open image in new tab”
Mobile: Click on the image to expand
Or download the PDF below for the best quality + more dashboards.
More Info
For more information about 13F Dashboards, see here.
Quick Note
I have noticed market price data may have a slight lag. I do have a way to use a different source, but then the ratios would not match.
Given I will be refreshing these dashboards often, this is likely not too much of a concern, especially since the point of these Dashboards is to look more for anomalies and generate ideas.
PDF with More 13F Dashboards:
Given the amount of data in the PDF, zooming in does not work as well in a browser, therefore:
Desktop: Best if PDF is downloaded
Mobile: Best if opened in mobile Dropbox app (the app is worth downloading…I love it on my iPad for these Dashboards)
May take a minute to download, given the significant amount of data.
Premium Dashboards
Free vs. Premium
Free 13F Dashboards do not have any filters.
Premium 13F Dashboards currently include 20 different filters, which adds 40 additional Dashboards (I spend most of my time using the Premium 13F Dashboards, since there are specific criteria / areas I am looking for).
Price for Premium
Current prices are substantially below where I will be soon increasing them to.
Finding a single idea over the course of a year is worth significantly more than where the current rates are temporarily set.
Prices will soon increase 50%, and more soon after.
I wanted to start lower to provide a benefit to those who upgrade early.
Therefore, upgrade today to lock in to today’s current rate. Your rate will not increase, even upon all future renewals (as long as you do not cancel and resubscribe).
Download Premium 13F Dashboards:
For those with access to Premium, you only need to download the Premium Dashboards. Content is the same, except Premium Dashboards are unlocked for you in the PDF below.