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13f-analyzer

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Analyze SEC 13-F holdings to reveal fund changes.

Data & Analytics#pandas#data-analysis#analyze#sec-13f#fund-holdings#quarterly-change
AuthorKaiserWhoLearns
Version1.0.0
Installs0

System Documentation

What problem does it solve?

The 13f-analyzer helps analysts and researchers quickly summarize SEC 13-F holdings, compute total AUM, and identify quarter-to-quarter changes for funds.

Core Features & Use Cases

  • Holdings summaries: compute total number of holdings, AUM, and aggregate value for a given fund and quarter.
  • Change analysis: compare two quarters to reveal additions, removals, and shifts in exposure.
  • Top holdings insights: highlight the largest holdings and notable movements for quick decision support.
  • Use Case: A portfolio analyst wants to compare fund activities between two quarters to inform investment decisions.

Quick Start

Execute the 13f-analyzer for an accession_number and quarter to generate holdings and change reports.

Dependency Matrix

Required Modules

pandas

Components

scripts

💻 Claude Code Installation

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Please help me install this Skill:
Name: 13f-analyzer
Download link: https://github.com/KaiserWhoLearns/skillsbench/archive/main.zip#13f-analyzer

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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