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fuzzy-name-search

Fuzzy search fund and stock metadata by partial names and identifiers.

4|Updated Feb 22, 2026
Search Tags:#search#data#cusip#stock#fuzzy#issuer#fund
One-click install
npx skills add https://github.com/GeneralReasoning/env-skillsbench --skill fuzzy-name-search-generalreasoning
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: fuzzy-name-search
Source: https://github.com/GeneralReasoning/env-skillsbench/tree/main/sec-financial-report/environment/skills/fuzzy-name-search
Command: npx skills add https://github.com/GeneralReasoning/env-skillsbench --skill fuzzy-name-search-generalreasoning

SYSTEM DOCUMENTATION & REQUIREMENTS

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

What problem does it solve?

This skill enables rapid lookup of fund and stock metadata when exact names are unknown, using fuzzy matching to surface likely matches from 13F fund data and issuer records.

Core Features & Use Cases

  • Fuzzy name matching for funds and issuers to surface likely matches when names are misspelled or partial.
  • Exact search by accession number or CUSIP to retrieve precise records.
  • Local data-backed search using CSV/TSV sources to support quick analyses in finance workflows.

Quick Start

Fuzzy-search for a fund or issuer by partial name and display the top matches.

Frequently Asked Questions about fuzzy-name-search

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

FAQPage Schema
How do I search for 13F fund data when I only have a partial issuer name?▼

You can fuzzy search 13F fund data using partial issuer names to surface ranked matches. This approach retrieves likely records including CUSIPs and accession numbers when exact names are unknown.

Can I find stock metadata using a CUSIP or accession number instead of a name?▼

Yes, you can perform exact search by CUSIP or accession number to retrieve precise stock metadata records. This bypasses fuzzy matching to return exact issuer details from local data sources.

What is the best way to match misspelled stock issuer names in CSV files?▼

The best way to match misspelled stock issuer names in CSV files is using fuzzy name matching. This technique reads local TSV or CSV sources to surface and rank likely fund and stock matches.

Does fuzzy name search work with local TSV and CSV data sources?▼

Yes, fuzzy name search works directly with local TSV and CSV data sources. The Python scripts read these file formats to support quick metadata lookup during finance research and due diligence.

How do I consolidate fund data across different formats with mismatched names?▼

You can consolidate fund data by using fuzzy matching to align mismatched issuer names across local TSV and CSV files. This surfaces ranked results to streamline data consolidation workflows.

What limitations exist when fuzzy searching stock data by partial names?▼

A limitation of fuzzy searching stock data is that results are ranked guesses, not exact matches. Accuracy depends on the quality of the local CSV or TSV source data and the partial name provided.

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