skills.rest
KaiserWhoLearns
KaiserWhoLearnsCOMMUNITY
Explore all skills by this author →
Website𝕏@KaiserWhoLearnsGitHub

13f-analyzer

Analyze SEC 13-F holdings to extract fund-level totals and quarterly changes.

Updated Jan 15, 2026
Search Tags:#pandas#data-analysis#analyze#sec-13f#fund-holdings#quarterly-change
One-click install
npx skills add https://github.com/KaiserWhoLearns/skillsbench --skill 13f-analyzer
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: 13f-analyzer
Source: https://github.com/KaiserWhoLearns/skillsbench/tree/main/tasks/sec-financial-report/environment/skills/13f-analyzer
Command: npx skills add https://github.com/KaiserWhoLearns/skillsbench --skill 13f-analyzer

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires pandas, and includes scripts (resource) components.

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.

Frequently Asked Questions about 13f-analyzer

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

FAQPage Schema
How do I analyze SEC 13F holdings data to calculate fund AUM and quarterly changes?▼

To analyze SEC 13F holdings, you can use this script to read INFOTABLE.tsv data, group records by ACCESSION_NUMBER and CUSIP, and compute total AUM, aggregate value, and quarter-to-quarter changes for specific funds.

What is the best way to compare fund holdings between two quarters using pandas?▼

Comparing fund holdings between two quarters is handled by grouping INFOTABLE.tsv data by CUSIP and accession number to reveal additions, removals, and exposure shifts, providing summary statistics and change reports.

Can I use this script to extract top holdings and notable movements for a specific fund?▼

Yes, you can extract top holdings and notable movements by processing INFOTABLE.tsv files per quarter to highlight the largest holdings and aggregate values for a given fund, supporting quick decision analysis.

Does this tool require a specific data format for SEC 13F quarterly analysis?▼

This tool requires SEC 13F data formatted as INFOTABLE.tsv files, which it reads per quarter to group by ACCESSION_NUMBER and CUSIP, generating summaries and change reports for fund analysts and compliance teams.

How do I generate quarterly summary statistics for fund-level SEC 13F filings?▼

You generate quarterly summary statistics by executing the script for a specific accession_number and quarter, which processes the INFOTABLE.tsv data to print total holdings, AUM, and aggregate value reports.

What are the limitations when analyzing SEC 13F holdings data with pandas?▼

The analysis is limited to processing INFOTABLE.tsv files grouped by ACCESSION_NUMBER and CUSIP, focusing on quarterly summaries and change reports without handling real-time data feeds or non-13F filing formats.

Related Skills

Explore More Data & Analytics Skills→
tradermontytradermonty
2.6k

institutional-flow-tracker

Screen 13F filings for institutional ownership changes and generate markdown reports.

Community
Intermediate
Ronin15Ronin15
14

hammer-benchmark-report

Generate performance reports from SDL3 HammerEngine benchmark results.

Community
Intermediate
GeneralReasoningGeneralReasoning
4

13f-analyzer

Analyze SEC 13-F fund holdings and quarter-to-quarter changes from INFOTABLE.tsv.

Official
Advanced
r9412460971-cloudr9412460971-cloud
31

fund-manager-deep-research

Generates comprehensive, data-backed deep evaluation reports for fund managers.

Community
Advanced