Whales Auto Tracker
Track institutional holdings and congressional trades to follow smart money in a single dashboard.
Find it at: /strategy/whales-auto-tracker. Drill-in pages: /whales-auto-tracker/institution/:name and /whales-auto-tracker/congress-member/:name.
1. Three view types
The landing page is split into three coordinated panels.
| View | What it shows |
|---|---|
| Top Holders / Winning Whales | Best-performing entities over a configurable lookback (default 3 months), with their headline holdings and PnL chart. |
| Institutions | Ranking of institutional investors by entity type 1. Period filter (1d / 1w / 1m / 3m / 1y). |
| Congress | Ranking of U.S. congressional traders by entity type 2 with the same period filter. |
Below the rankings, two Popular Trade panels surface the most-traded names from institutions in US and HK markets, and a Winning Whales band shows the standout performers across all whales.
2. Institution detail
Click an institution to open /whales-auto-tracker/institution/:name. The detail page includes:
- Profile header. Institution name, AUM band, and overall return over the selected period.
- Position table. Current holdings with weight, value, share count, and period change.
- Period change. New buys, exits, and trimmed positions over the most recent reporting window.
- Ranking band. Where this institution sits relative to peers on return and asset growth.
- Linked content. Latest news cards that mention this institution (sourced from
/news/institution).
3. Congress member detail
Click a congressional trader to open /whales-auto-tracker/congress-member/:name. The detail page includes:
- Profile header. Member name, chamber, party, state.
- Recent trades. Disclosure filings rendered chronologically, with ticker, side, size range, and report-vs-trade lag.
- Sectors. Allocation breakdown by GICS sector.
- Performance. Return since first tracked trade and recent rolling performance.
4. Add to personal tracker
You can pin specific whales to your own tracker so their moves surface in your feed.
- Open any institution or congress-member detail page.
- Click the Add to Watchlist affordance (heart / bookmark icon on the header).
- The whale is added to your personal whales watchlist — new filings or holdings updates push through the AI_ALERT channel.
Manage your whales watchlist from the same detail pages or via /v1/stock/whales/watchlist.
5. Data sources
Whales data is sourced from public regulatory filings and reflects the disclosure lag inherent in each filing type (e.g. 13F filings up to 45 days after quarter end, congressional STOCK Act disclosures up to 30–45 days after trade date).
The exact upstream data provider(s) and refresh cadence per filing type are being finalized. Confirm with the product team before publishing specific provider names or latency guarantees.
If you need information not on this page, you can query the docs dynamically by sending a GET request with the ask query parameter:
GET https://docs.alphio.ai/research/whales-auto-tracker.md?ask=<question>The question should be specific, self-contained, and written in natural language. The response includes a direct answer plus relevant excerpts and sources.