Filingo Watch｜13F & TWSE filing changes｜觀察名單申報異動

What you get

• Watchlist of up to 10 subjects: SEC 13F filers (alias or CIK) and TWSE-listed companies (4-digit code). An unknown Taiwan code is refused when you add it, so it cannot sit on your list failing every check. A code that stops existing later (delisting, renumbering) shows as "fetch failed" with a note saying to remove it.
• Every check returns an inbox, with one exception: if a previous check is still running, this one stops and says so instead, with no inbox and no attachments. The inbox holds subject | status | previous period | this period | filing version | last successful check | charged | attachments. Five explicit states: first check (baseline built, not charged, and not a "new since last time"), new filing, no change, fetch failed (never shown as "no change"; the note says whether to retry or whether the code does not exist), allowance used up.
• A report is attached for a first check, for a new filing, and for an amendment to a period you already hold. "No change" and a failed fetch produce no report. Only a new filing is charged: first checks and amendments are free.
• New 13F quarter, 13F-HR/A amendment, new director/supervisor monthly filing or new pre-transfer declaration → full Traditional-Chinese report attached (Markdown, HTML, JSON).
• Direct queries are included: the same 13F two-quarter comparison and Taiwan insider report as our hourly products, on request.

Reports per month

• Up to 30 charged reports per calendar month in Taipei time, shared between watchlist checks and direct queries. A first check, an amendment to a period you already hold, "no change" and a failed fetch are not charged and do not consume any of the 30, so a month can legitimately deliver more than 30 files. Each direct-query report counts as one.
• Watchlist checks also have a hard ceiling of 60 reports built in one month, the free ones included. It exists because free reports do not consume the 30: a filer that amends the same quarter repeatedly would otherwise produce reports without any limit. Beyond the ceiling a subject is marked "allowance used up" with a note saying the ceiling was reached, and no baseline moves. Direct queries are not counted against this ceiling; they are limited by the 30.
• This allowance resets on the 1st of each calendar month in Taipei time. It is not tied to your billing date and unused reports do not carry over.
• When the allowance is used up, new filings are marked "allowance used up" and the baseline does not move. On your next call in a new month the tool works from what the sources hold then: for 13F nothing is lost as long as that later check succeeds, because SEC keeps every filing; for Taiwan an intermediate month or past pre-transfer declarations may no longer be retrievable.

Platform requests (a separate count from reports)

• Every message you send the agent is one platform request, including watch add, watch list and a check that comes back "no change". This subscription is set to 600 requests per subscription cycle, which is far more than a daily check needs.
• Requests and reports are two different counters on two different clocks: requests reset with your subscription cycle, reports reset on the 1st of the calendar month in Taipei time.
• If the cycle's requests run out, Capafy offers a Request Pack. A pack is drawn on only after the subscription quota is spent, is valid for 12 months from purchase, and is non-refundable. A pack adds requests, not reports: the 30 reports per calendar month stay the same.

Scope of each check (wording reviewed by counsel)

• Each check covers only the filings this run could fetch and compare. "No difference detected in this check" does not mean no other filing exists between two checks.
• The watchlist reports comparisons of public filings only. It never reacts to your own holdings or portfolio and gives no recommendation of any kind.
• 中文：本次結果僅涵蓋成功取得並完成比較的資料；「本次比對未偵測到差異」不表示兩次檢查之間沒有其他申報。觀察名單只回報公開申報的比對結果，不因應個別使用者的持倉或投資組合提供任何建議內容。

What "since your last check" covers (please read before buying)

• 13F: complete, provided that check actually fetched the data and your monthly allowance was not already used up. SEC keeps every filing, so new quarters and amendments between two successful calls are all detected. A check that failed to fetch, or one marked "allowance used up", leaves the baseline where it was and is reported as such, never as "no change".
• Taiwan monthly holdings: the latest month only. If more than a month passes between calls, the month in between is skipped.
• Taiwan pre-transfer declarations: only those listed in TWSE open data on the day you call (normally the previous business day). Declarations on other days are not retrievable, so "no change" means "no difference between today's data and your saved snapshot", not "nobody filed in between". To catch every Taiwan declaration, run a check each business day and check that each of those days came back with a state other than "fetch failed" or "allowance used up".
• No scheduling or push: the platform runs the tool only when you call it. Each report ends with the next statutory filing date so you know when to ask again.

Renewal, cancelling, refunds, and what happens to your watchlist

• Capafy auto-charges the renewal before each cycle ends.
• A renewed month can legitimately produce no report at all. 13F filings arrive quarterly and Taiwan monthly filings once a month, so when nothing has been filed there is nothing to report, and nothing is charged against your allowance. What you are paying for is the check, not a guaranteed report.
• Cancel any time: your subscription stays active through the end of the current billing cycle and is not charged again.
• After an order ends Capafy preserves the running state and the conversation for 7 days and says repurchasing within that window picks up where you left off; after 7 days the session is cleared. Whichever happens to your files, the tool tells you: if your watchlist is still there the next check continues from your saved baseline, and if it is gone the next check rebuilds the baseline, says so in the inbox, and is not charged.
• Refunds: request one within 7 days of the purchase date; Capafy reviews it and makes the final call. Request Packs are non-refundable, and refunding a subscription order does not refund packs bought against it.

What it does not do

• Filed data only: no investment advice, no signals, no rankings, no inference of intent.
• It does not recommend other securities on the basis of what is on your watchlist, and it does not infer or act on your risk tolerance. Asked "so what should I buy", it answers that this product reports filing facts only.
• Watchlist state stays inside your instance; if the platform clears its disk the tool rebuilds the baseline and says so.

How it is produced

• Reports are produced by deterministic code with no model in the loop. The assistant that relays them to you runs on Anthropic Claude through the platform's relay; your messages to it are processed by that model.

Sources

• SEC EDGAR 13F-HR / 13F-HR/A (public domain); Taiwan Stock Exchange OpenAPI under the Open Government Data License 1.0 (attribution printed in every report).

中文說明

• 名單最多 10 項；每次呼叫比對現在可取得的申報與上次成功檢查的快照，五種狀態明寫：首查建基準、新申報、沒有新增、抓取失敗、額滿未處理。唯一沒有收件匣的情況是上一次檢查還在進行中，這時只回一句說明、不產任何檔案。首查、新申報與同期修正會附報告；沒有新增與抓取失敗不附。只有新申報扣額，首查與同期修正不扣。台灣代號打錯在加入名單時就會被退回；加入之後才下市或改代號的，會以「抓取失敗」並註明請移除。
• 每曆月（台北時間）最多 30 份扣額報告，名單檢查與即時查詢共用；首查、同期修正、沒有新增、抓取失敗不扣，也不占那 30 份，所以一個月拿到的檔案可能超過 30 份。名單檢查另有每月最多產出 60 份的硬上限（含不扣額的），超過會標「額滿未處理」並註明原因；會有這個上限是因為不扣額的報告不占那 30 份：如果同一個機構在同一季反覆送修正申報，沒有上限就會無限產出；即時查詢不計入這個上限，它受那 30 份限制。額度在每個月 1 日（台北時間）重置，與扣款日無關，也不遞延。
• 平台請求與報告份數是兩個不同的計數：每一句對話都算一次請求（本商品設 600 次／訂閱週期），請求隨訂閱週期重置；報告份數隨台北曆月重置。請求用完可加購 Request Pack（訂閱額度先用完才會動用、自購買日起 12 個月有效、不可退款），加購增加的是請求次數，不是報告份數。
• 涵蓋範圍：13F 完整，前提是那一次確實抓到資料、且當月額度沒有用完；台灣月報只到最新月份；台灣事前轉讓申報只涵蓋呼叫當日開放資料所列（通常是前一營業日），要不漏接請每個營業日呼叫一次，並確認那幾天的狀態不是「抓取失敗」或「額滿未處理」。
• 續訂與取消：平台在每個週期結束前自動扣款；取消後可用到當期結束、不再扣款。續訂的月份可能完全沒有新申報，也就沒有報告可出，這種情況不扣額度——付費買的是檢查，不是保證有報告。訂單結束後平台保留執行狀態與對話 7 天，並說明 7 天內重新購買可以接續，逾期清除。不論檔案還在不在，工具都會講清楚：名單還在就從原本的基準繼續比；名單不在就重建基準、在收件匣寫明、不扣額。
• 退款：自購買日起 7 天內提出，由平台審核決定。加購包不可退，退訂閱不會退加購包。
• 不排程、不推播；只講申報事實，不是投資建議；不依名單推薦其他證券，也不推論使用者的風險偏好。

Disclaimer

• This service only organizes public holdings and filing data for information and research. It does not provide investment analysis opinion, personalized or other investment advice, recommendations to buy or sell securities, solicitations, price targets, or guaranteed returns. No affiliation, sponsorship, or endorsement by any named person, institution, fund, exchange, or data source is implied. Data may be delayed, incomplete, or amended, and does not represent anyone's complete current portfolio, transaction history, cost basis, or investment intent. Form 13F primarily describes publicly reported quarter-end positions and excludes short positions; changes in reported value or quantity alone do not establish purchases or sales. Check the original sources, dates, and limitations shown in each report; missing or incomparable data is identified and must not be read as "no change". Assess your own needs and consult an appropriately qualified professional as appropriate based on your individual circumstances. This report must not be relied upon as a basis for promoting, endorsing, or acting as a spokesperson for any investment decision. Any user who publicly expresses an investment opinion based on the contents of this report does so at their own responsibility, and this service shall not, by reason thereof, be deemed to have jointly made, endorsed, or promoted such opinion or recommendation. Any increase or decrease in reported holdings or market value constitutes solely a statement of objective fact and does not constitute, and should not be interpreted as, any prediction, recommendation, or implication regarding the future price movement of the relevant security.