13f

Retrieve institutional holdings from SEC EDGAR 13F filings and export to CSV and JSON.

Updated Aug 23, 2026
One-click install
npx skills add https://github.com/robinlllll/claude-code-skills --skill 13f
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: 13f
Source: https://github.com/robinlllll/claude-code-skills/tree/main/13f
Command: npx skills add https://github.com/robinlllll/claude-code-skills --skill 13f

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill automates the retrieval of institutional holdings data from SEC EDGAR 13F filings and exports results to CSV and JSON.

Core Features & Use Cases

  • Automated data retrieval: Downloads 13F holdings from the SEC EDGAR feed and exports to CSV and JSON.
  • Cross-referencing and tracking: Maintains a watchlist of fund managers and tracks changes across quarters.
  • AI-assisted analysis: Applies a multi-stage analysis pipeline to generate insights and summaries for portfolio monitoring.

Quick Start

Run the downloader to fetch the latest 13F holdings and export them to CSV and JSON.

Frequently Asked Questions about 13f

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I download 13F holdings from SEC EDGAR and export to CSV?

You can download 13F holdings from SEC EDGAR and export to CSV by running the automated Python-based downloader provided by the Skill, which fetches institutional holdings data and outputs structured CSV and JSON files.

What is the best way to track institutional holdings changes across quarters?

The best way to track institutional holdings changes across quarters is by maintaining a watchlist of fund managers within the Skill, which automates quarterly 13F data retrieval from SEC EDGAR for historical portfolio comparisons.

Can I use SEC EDGAR 13F filings data for AI-assisted portfolio analysis?

Yes, you can use SEC EDGAR 13F filings data for AI-assisted portfolio analysis. The Skill applies a multi-stage analysis pipeline to the downloaded holdings, generating insights and summaries for portfolio monitoring.

Do I need a specific SEC client to retrieve 13F filings data?

You need the built-in SEC client included in the Skill's Python-based downloader to retrieve 13F filings data. It automates the connection to the SEC EDGAR feed and structures the output for your analysis pipelines.

Does the 13F holdings downloader support JSON output for data pipelines?

Yes, the 13F holdings downloader supports JSON output for data pipelines. It automatically exports retrieved institutional holdings data from SEC EDGAR to both JSON and CSV formats to support AI analysis pipelines.