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Perform various data analysis on SEC 13-F and obtain some insights of fund activities such as number of holdings, AUM, and change of holdings between two quarters.
Codex または Claude でインストール この Prompt をコピーして Codex、Claude、または他のアシスタントに貼り付けると、Skill ページを確認してインストールできます。
SOC 職業分類に基づく
Handles reading, populating, and saving .docx files using the python-docx library. Use this skill for any tasks involving template filling or modifying Word documents.
This skill includes search capability in 13F, such as fuzzy search a fund information using possibly inaccurate name, or fuzzy search a stock cusip info using its name.
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invoke this skill when you need to perform database search for travel planning. This skill provides some useful pre-packaged tools to look up accommodations, attractions, cities, driving distance, flights, and restaurants from the bundled dataset.
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| name | 13f-analyzer |
| description | Perform various data analysis on SEC 13-F and obtain some insights of fund activities such as number of holdings, AUM, and change of holdings between two quarters. |
python3 environment/skills/13f-analyzer/scripts/one_fund_analysis.py \
--accession_number ... \
--quarter 2025-q2 \
This script will print out several basic information of a given fund on 2025-q2, including total number of holdings, AUM, total number of stock holdings, etc.
python environment/skills/13f-analyzer/scripts/one_fund_analysis.py \
--quarter 2025-q3 \
--accession_number <accession number assigned in q3> \
--baseline_quarter 2025-q2 \
--baseline_accession_number <accession number assigned in q2>
This script will print out the dynamic changes of holdings from 2025-q2 to 2025-q3. Such as newly purchased stocks ranked by notional value, and newly sold stocks ranked by notional value.
python environment/skills/13f-analyzer/scripts/holding_analysis.py \
--cusip <stock cusip> \
--quarter 2025-q3 \
--topk 10
This script will print out the top 10 hedge funds who hold a particular stock with highest notional value.