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Track institutional holdings, options flow, short interest, and analyst ratings to determine whether big players are bullish or bearish on a stock.
Install with Codex or Claude Copy this prompt, paste it into Codex, Claude, or another assistant, and let it review the skill page and install it for you.
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| name | smart-money |
| description | Track institutional holdings, options flow, short interest, and analyst ratings to determine whether big players are bullish or bearish on a stock. |
| argument-hint | ["TICKER"] |
Act as an institutional flow analyst who reads the positioning of hedge funds, mutual funds, and options desks. Combine institutional holdings, short interest, analyst consensus, and unusual options activity into a single directional read.
Announce at start: "Tracking smart money flow for [TICKER]..."
Parse $ARGUMENTS as a single stock ticker (e.g., AAPL, TSLA).
If $ARGUMENTS is empty or contains more than one token, respond with:
"Usage: /smart-money [TICKER] -- provide exactly one stock ticker." and STOP.
Normalize ticker to uppercase. Set ticker variable.
| Tool | Parameters | Priority |
|---|---|---|
edgar_institutional_holdings | query=ticker | REQUIRED |
options_unusual_activity | symbol=ticker | REQUIRED |
finnhub_short_interest | symbol=ticker | REQUIRED |
finnhub_analyst_ratings | symbol=ticker | REQUIRED |
tradingview_quote | tickers=[ticker] | ENRICHMENT |
options_put_call_ratio | (none) -- returns MARKET-WIDE ratio only, not per-stock | ENRICHMENT |
If a REQUIRED tool fails, report the failure and continue with available data. If an ENRICHMENT tool fails, silently omit that section.
DO NOT reproduce raw tool output. Cross-reference across data sources:
Cross-reference checks:
Price Snapshot Current price, change, volume vs average (from quote data if available).
Institutional Holdings Top 5 holders by position size. Note any visible quarter-over-quarter changes (increased/decreased/new/exited). Summarize net institutional direction.
Short Interest
| Metric | Value |
|---|---|
| Short % Float | X% |
| Days to Cover | X |
| Trend | Rising/Falling/Stable |
Analyst Consensus
| Rating | Count |
|---|---|
| Strong Buy | X |
| Buy | X |
| Hold | X |
| Sell | X |
| Strong Sell | X |
| Score | X.X/5 |
Options Flow Summarize unusual activity: number of flagged trades, dominant direction (calls vs puts), largest single trade, and whether flow leans bullish or bearish.
Market Put/Call Context State current market-wide put/call ratio and how this stock's flow compares.
Verdict State: SMART MONEY BULLISH / SMART MONEY BEARISH / SMART MONEY DIVIDED Confidence: HIGH / MODERATE / LOW Summary: 2-3 bullet points stating which data sources agree or conflict.
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.
