Individual skill
13f-analyzer
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.
tasks/sec-financial-report/environment/skills/13f-analyzer/SKILL.md
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- Last checked
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SKILL.mdcore · 1,340 bytesSKILL.mdcore · 1,340 bytesSKILL.mdcore · 1,340 bytesSKILL.mdcore · 1,340 bytesscripts/holding_analysis.pyruns · 1,451 bytesscripts/one_fund_analysis.pyruns · 4,317 bytes
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## Overview
### Analyze the holding summary of a particular fund in one quarter:
```bash
python3 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.
### Analyze the change of holdings of a particular fund in between two quarters: