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Retrieve a fund's AUM, stock holding counts, or compare investment changes between two quarters.
默认使用会先检查来源的 Prompt；你也可以切换为直接命令，或下载本地副本。
决定是否安装前，请先阅读 SKILL.md，以及 SkillsMP 当前展示的配套文件。
用 Codex 或 Claude 帮你安装 复制这段 Prompt，粘贴到 Codex、Claude 或其他助手里，让它检查 Skill 页面并帮你完成安装。
直接命令不会经过审查 Prompt；运行前请先检查来源。
npx skills add https://github.com/cxcscmu/SkillLearnBench --skill analyze-fund-holdings-and-aum命令会保持在同一行。复制前请横向滚动并检查完整内容。
想先保存到本地？可下载 SkillsMP 当前能够提供的文件。
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.
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.
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.
基于 SOC 职业分类
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| name | analyze_fund_holdings_and_aum |
| description | Retrieve a fund's AUM, stock holding counts, or compare investment changes between two quarters. |
Use this skill to answer questions about a single fund's financial status (AUM), the count of stocks held, or to find the top increased/decreased positions between a baseline quarter and a target quarter.
Usage for Single Quarter (AUM & Counts):
python3 scripts/one_fund_analysis.py --quarter <YYYY-qX> --accession_number <acc_num>
Usage for Quarterly Comparison (Investment Changes):
python3 scripts/one_fund_analysis.py --quarter <target_q> --accession_number <target_acc> --baseline_quarter <prev_q> --baseline_accession_number <prev_acc>
Parameters:
--quarter: The primary reporting quarter.--accession_number: The unique ID for the fund in the primary quarter.--baseline_quarter: (Optional) The previous quarter for comparison.--baseline_accession_number: (Optional) The unique ID for the fund in the previous quarter.Notes: