cross-13f

Screen tickers, identify managers, and generate meeting-ready questions for cross-13F opportunities.

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

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Automates cross-13F opportunity discovery by screening tickers across PM groups, identifying the managers to talk to, and generating meeting-ready questions.

Core Features & Use Cases

  • 3-stage pipeline: Screen tickers -> Identify managers -> Generate questions
  • Backtest integration rules and group-specific execution logic included
  • Per-ticker recommender with credible manager intelligence and LLM-assisted question generation (optional)
  • Outputs to Obsidian notes and cross-analysis summaries for collaboration
  • Credibility scoring and variant/consensus signaling to prioritize outreach

Quick Start

Run the full cross-13f pipeline to screen tickers, identify managers, and generate meeting-ready questions.

Frequently Asked Questions about cross-13f

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

FAQPage Schema
How do I screen 13F filings to identify cross-investment opportunities?

Cross-13F screening works by running a multi-stage pipeline that maps group-level holdings to managers and generates meeting-ready questions. It screens tickers, identifies credible managers, and outputs Obsidian notes.

How do I map specific stock tickers to portfolio managers for outreach?

Per-ticker manager intelligence maps stock tickers to portfolio managers using credibility scoring. The pipeline identifies the most credible managers to talk to based on variant and consensus signaling.

Can I generate meeting prep questions for portfolio managers based on 13F holdings?

Yes, LLM-driven question generation produces meeting prep questions for portfolio managers based on 13F holdings. The workflow outputs meeting-ready questions and cross-analysis notes based on identified manager intelligence.

Does the 13F ticker screening pipeline support backtesting data and credibility scoring?

Yes, the 13F ticker screening pipeline supports optional backtesting data and credibility scoring. It integrates backtest rules with group-specific execution logic to prioritize manager outreach effectively.

How do I export 13F screening results and meeting questions to Obsidian notes?

The pipeline outputs 13F screening results and meeting questions to Obsidian notes automatically through its configured output stage. It generates Obsidian notes and cross-analysis summaries to facilitate team collaboration.

What is variant vs consensus signaling in 13F manager screening?

Variant vs consensus signaling in 13F manager screening distinguishes managers whose holdings diverge from consensus expectations. This scoring mechanism prioritizes outreach by highlighting managers with unique or credible ticker positions.