domains / families / business / 13f-analyzer

13f-analyzer

separate

Perform various data analysis on SEC 13-F and obtain some insights of fund activities such as number of holdings, AUM, and change of holdings between two quarters.

When to use

Analyze holding summary of a fund in one quarter
Analyze change of holdings between two quarters
Identify funds holding a specific stock to the greatest extent

Skill page

Source

Repository	Path
benchflow-ai/skillsbench	`tasks/sec-financial-report/environment/skills/13f-analyzer/SKILL.md`