dataroma-superinvestors

Aggregate DataRoma hedge fund portfolios into structured markdown reports.

39|2|Updated Feb 17, 2026
One-click install
npx skills add https://github.com/ferminrp/agent-skills --skill dataroma-superinvestors
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: dataroma-superinvestors
Source: https://github.com/ferminrp/agent-skills/tree/main/skills/dataroma-superinvestors
Command: npx skills add https://github.com/ferminrp/agent-skills --skill dataroma-superinvestors

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

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.

Frequently Asked Questions about dataroma-superinvestors

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

FAQPage Schema
How do I summarize hedge fund holdings from DataRoma into a markdown report?

You can summarize hedge fund holdings by retrieving DataRoma portfolio data via Defuddle markdown pages and parsing it into structured sections like Manager Snapshot, Top Holdings, Recent Movements, and Sources. The output is a concise, agent-friendly markdown report.

Can I track superinvestor portfolio activity like buys and sells using DataRoma data?

Yes, you can track superinvestor portfolio activity by fetching DataRoma holdings data. The Skill parses recent movements, including specific buys and sells, and includes them in a dedicated Recent Movements section of the generated markdown report.

How do I compare 13F-style portfolio compositions across different investors?

You can compare portfolio compositions across investors by resolving their respective manager codes on DataRoma. The Skill fetches individual portfolio data and generates structured markdown summaries, enabling cross-investor movement tracking and diligence comparisons.

What is the best way to aggregate superinvestor portfolios for a quick briefing?

The best way to aggregate superinvestor portfolios is to extract DataRoma holdings via Defuddle markdown pages. The Skill consolidates this dispersed data into a succinct markdown report featuring a Quick Take section for rapid briefing insights.

How does the report handle missing data when parsing DataRoma holdings?

When parsing DataRoma holdings, the Skill handles missing data by inserting N/A placeholders in the markdown report. This ensures the output remains structurally consistent across sections like Manager Snapshot and Top Holdings while preserving source URLs.

Do I need a specific manager code to retrieve portfolio composition from DataRoma?

Yes, you need a specific manager code to retrieve portfolio composition. The Skill retrieves the active manager index from DataRoma to resolve a given manager code before fetching their holdings, portfolio composition, and activity data for the report.