13f-analysis

Parse SEC 13F-HR filings and generate self-contained HTML reports with inline charts.

5|Updated Apr 3, 2026
One-click install
npx skills add https://github.com/jl3032/13f-analysis --skill 13f-analysis
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: 13f-analysis
Source: https://github.com/jl3032/13f-analysis/tree/main
Command: npx skills add https://github.com/jl3032/13f-analysis --skill 13f-analysis

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

The 13F Institutional Holdings Analysis Skill consolidates scattered quarterly SEC filings into clear, actionable investment insights for retail investors and independent researchers.

Core Features & Use Cases

  • Generate readable, self-contained HTML reports from 13F holdings data.
  • Support single-fund deep dives, cross-fund comparisons, stock ownership lookups, and watchlist consensus analyses.
  • Produce offline reports with inline SVG charts and language-adaptive UI.

Quick Start

Clone the repository, run the setup script, and start analyzing 13F holdings with the 13F report generator.

Frequently Asked Questions about 13f-analysis

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

FAQPage Schema
How do I generate a readable report from SEC 13F filings data?

To generate a report from SEC 13F filings data, this Skill parses 13F-HR data from EDGAR and produces an offline, self-contained HTML report. It handles amendments and value scale detection automatically, outputting a file with inline SVG charts.

Can I compare institutional portfolios across multiple fund managers using 13F-HR data?

Yes, you can compare institutional portfolios across multiple fund managers by parsing 13F-HR data. The Skill handles cross-fund comparisons and watchlist consensus analyses, consolidating scattered quarterly SEC filings into actionable investment insights.

Does the 13F analysis report require any external dependencies to view?

The 13F analysis report requires zero external dependencies to view. It generates an offline, self-contained HTML file with inline SVG charts and a localizable UI, ensuring the portable report can be opened directly in any web browser.

How do I track stock ownership lookups for my watchlist using SEC EDGAR filings?

To track stock ownership lookups using SEC EDGAR filings, the Skill performs watchlist consensus analyses across multiple fund managers. It identifies specific stock-level ownership within 13F-HR data and reflects live quarterly updates in the final report.

What is the best way to handle 13F-HR amendments and value scale detection when analyzing filings?

The best way to handle 13F-HR amendments and value scale detection is using an automated parser. This Skill natively processes amendment filings and detects value scales during the parsing phase, ensuring accurate institutional holdings data before report generation.