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fuzzy-name-search

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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.

tasks/sec-financial-report/environment/skills/fuzzy-name-search/SKILL.md

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Nov 4, 2026
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## Overview

This tool is essentially a search engine that provides you the ability to search a fund or stock meta information with a name. Note that you don't have to provide the accurate name since this tool has built-in fuzzy string search algorithms based on Levinsteins.


## Usage

### Fuzzy search a fund using its name

```bash
python3 scripts/search_fund.py --keywords "bridgewater" --quarter 2025-q2 --topk 10
```

And the results will include top-10 funds with name most similar to "bridgewater" search term: