dataroma-superinvestors

Community

Summarize hedge fund holdings via DataRoma.

Authorferminrp
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Hedge fund and superinvestor portfolios are dispersed across sources; this Skill consolidates DataRoma holdings and activity into a succinct, agent-friendly summary via Defuddle markdown pages.

Core Features & Use Cases

  • Retrieve the active manager index and resolve a given manager code.
  • Fetch holdings, portfolio composition, and activity (including buys and sells) for a manager.
  • Produce a concise, markdown-formatted report with sections: Manager Snapshot, Top Holdings, Recent Movements, Quick Take, and Sources.
  • Support cross-investor comparisons and movement tracking for diligence or briefing tasks.

Quick Start

Request a manager's holdings by code to generate a concise markdown report.

Dependency Matrix

Required Modules

None required

Components

references

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: dataroma-superinvestors
Download link: https://github.com/ferminrp/agent-skills/archive/main.zip#dataroma-superinvestors

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