| name | 13f-diff |
| description | 13F filing-window monitor for tracked institutional managers. It pulls manager holdings, compares with the previous run, and adds company-news context around material position changes. Use during quarterly 13F windows. |
| input_data_source | LLMQuant Data (via @llmquant/data-mcp) |
| model_baseline | DeepSeek |
| category | cron-playbook |
13F Diff
Runs during the quarterly 13F filing window. It pulls tracked managers'
holdings, compares against the previous run, and highlights new, exited, or
materially changed positions.
This skill is orchestration only. For analysis method, install
LLMQuant/skills.
Model baseline
Use DeepSeek as the default Hermes model. DeepSeek V4 Flash is enough for the
standing diff. Use a stronger DeepSeek model for a separate deep-dive memo.
What it does
- Refresh managers: pull current-quarter holdings for tracked managers.
- Diff state: compare with the prior Hermes memory snapshot.
- Add news context: for the largest changed names, call
news_browse to
catch recent company announcements.
- Deliver: send only material changes, with as-of filing dates.
MCP tools used
| Tool | Purpose | Credit / call |
|---|
sec_13f_list_top_managers | Refresh ranked manager context | 0 |
sec_13f_list_manager_holdings | Pull one manager's holdings | 1 |
news_browse | Recent company news for materially changed names | 2 |
sec_13f_list_ticker_holders | Optional reverse holder check for specific tickers | 1 |
Cron
Create once, then pause outside the filing windows.
hermes cron create "every 3d" "Run 13f-diff for my tracked managers. Compare with the last run, flag material new/exited/changed positions, and add recent company news for the largest changed names." \
--skill 13f-diff \
--name "13f-diff" \
--deliver telegram
hermes cron pause 13f-diff
hermes cron resume 13f-diff
Some Hermes versions support every 3d (as of v0.18.x). If a user's version does not,
use a daily cron and pause/resume it manually. 13F-HR filings are due 45 days
after quarter end, so windows cluster around mid-February, mid-May,
mid-August, and mid-November.
Cost of watching
Keep runs lean: check remaining credits before heavy calls, prefer a small
manager set, and skip optional reverse holder checks when credits are low.
Pausing outside the filing windows keeps quiet months free.
Output contract
Each delivered diff should include:
- manager name;
- filing period and as-of filing date;
- new positions, exited positions, and largest material changes;
- recent news found for changed names, or "no recent company news found";
- tool names used for facts;
- credits used.
Do not call the result "all institutional ownership." The 13F tools cover the
manager set exposed by LLMQuant Data for the requested quarter.
Customize
- Managers: edit
watchlist.13f_managers in workspace AGENTS.md.
- Interval: use
every 1d near the filing deadline only if the user wants
faster updates and accepts the cost.
- News pass: cap to the top 5 changed tickers unless the user asks for more.
- Pause discipline: keep this job off most of the year.
