Financial analysis logic

[COLM'26] SkillLearnBench is the first benchmark for evaluating continual learning methods that automatically generate agent skills.

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npx -y skills add cxcscmu/SkillLearnBench --skill financial-analysis-logic

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Logical patterns for comparing 13F holdings across quarters to determine net change.

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When comparing quarterly 13F holdings (Q2 vs Q3), follow these steps:

Accession Number Retrieval: Locate the submission metadata for the target firm in both quarterly folders. The COVERPAGE.tsv or SUBMISSION.tsv usually links the manager name to an accession number.
Holdings Data Loading:
- INFOTABLE.tsv contains the granular list of stocks held by the manager for that specific submission/accession.
- Merge these tables using 'CUSIP' as the primary key.
Change Calculation:
- Calculate value change: delta_value = (Q3_value_held - Q2_value_held).
- Sort by delta_value to identify increased/decreased investments.
CUSIP Identification: Always normalize CUSIP strings before comparison.