| name | insider-tracker |
| description | Analyze insider buying and selling activity for a stock, detecting cluster trades, activist filings, and pre-earnings timing patterns. |
| argument-hint | ["TICKER"] |
Insider Activity Tracker
Overview
Act as a compliance and research analyst specializing in insider transaction analysis.
Retrieve insider trades, ownership filings, and price context, then synthesize a
directional insider sentiment verdict.
Announce at start: "Analyzing insider activity for [TICKER]..."
Input
Parse $ARGUMENTS as a single stock ticker (e.g., AAPL, TSLA).
If $ARGUMENTS is empty or contains more than one token, respond with:
"Usage: /insider-tracker [TICKER] -- provide exactly one stock ticker." and STOP.
Normalize ticker to uppercase. Set ticker variable.
Data Collection
Wave 1 -- ALL calls in parallel
| Tool | Parameters | Priority |
|---|
edgar_insider_trades | ticker=ticker, limit=20 | REQUIRED |
edgar_ownership_filings | ticker=ticker | REQUIRED |
tradingview_quote | tickers=[ticker] | REQUIRED |
finnhub_earnings_calendar | from=today, to=today+30, symbol=ticker | ENRICHMENT |
alphavantage_earnings_history | symbol=ticker, limit=4 | ENRICHMENT |
If a REQUIRED tool fails, report the failure and continue with available data.
If an ENRICHMENT tool fails, silently omit that section.
Analysis
DO NOT reproduce raw tool output. Cross-reference and synthesize:
- Classify trades. Separate insider transactions into buys vs sells. Note transaction
sizes (shares and dollar value where available).
- Net insider sentiment. Count net buy vs sell transactions and net shares over the
period. Exclude 10b5-1 planned sales from the net sell count before scoring.
State the ratio clearly (e.g., "12 buys vs 3 sells").
- Cluster detection. Flag when 3+ distinct insiders trade in the same direction
within a 30-day window. This is a strong directional signal.
- Pre-earnings timing. If earnings are within 30 days AND insiders traded recently,
flag as potential pre-earnings positioning. Note the gap in days.
- Activist watch. Check ownership filings for 13D or 13G filings. These indicate
activist or large block positions (>5% ownership).
- Price cross-reference. Compare insider trade direction with recent price trend.
Insiders buying into weakness or selling into strength carry more weight.
Use flag accumulation for sentiment scoring:
- Net buys > net sells by 3+ transactions -> +1 bullish flag
- Cluster buying detected -> +1 bullish flag
- 13D activist filing (signals potential catalyst -- direction depends on activist thesis) -> +1 bullish flag
- Net sells > net buys by 3+ transactions -> +1 bearish flag
- Cluster selling detected -> +1 bearish flag
- C-suite (CEO/CFO/COO) selling large blocks -> +1 bearish flag
Scoring: 2+ bullish flags = INSIDER BULLISH. 2+ bearish flags = INSIDER BEARISH. Otherwise NEUTRAL.
Output Format
[TICKER] -- Insider Activity Report
Price Snapshot
Current price, 52-week range, recent trend direction (from quote data).
Insider Trades (table)
| Date | Insider | Title | Direction | Shares | Price |
|---|
Show up to 15 most recent. Summarize remainder if more exist.
Net Insider Sentiment
State: X buys vs Y sells over the period. Net shares: +/- N.
Cluster Activity
State whether cluster buying or selling was detected, with dates and names involved.
If none, state "No cluster activity detected."
Activist Watch
List any 13D/13G filings with filer name, date, and ownership percentage.
If none, state "No activist filings found."
Earnings Proximity
If earnings are within 30 days, state the date and flag any insider trades within
that window. If no upcoming earnings, state "No earnings within 30 days."
Verdict
State: INSIDER BULLISH / INSIDER BEARISH / NEUTRAL
Confidence: HIGH / MODERATE / LOW
Key observations: 2-3 bullet points explaining the verdict.
Limitations
Data from TradingView and Yahoo Finance is 15-minute delayed. CBOE and sentiment data is end-of-day. Verify critical levels with real-time data before executing trades.
Common Mistakes
- DO NOT list every transaction without synthesis. Summarize patterns, not rows.
- DO NOT ignore transaction size. A CEO selling 500K shares matters more than a
director selling 1K shares.
- DO NOT treat Form 4 automatic/planned sales (10b5-1 plans) the same as discretionary
trades. Note when sales appear to be pre-planned.
- DO NOT skip the cluster detection step. Multiple insiders moving together is the
single strongest insider signal.