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Financial analysis logic

Skill cxcscmu/SkillLearnBench/skills/b1-one-shot-gemini-3.1-flash-lite-preview/financial-analysis/financial-analysis-logic

Logical patterns for comparing 13F holdings across quarters to determine net change.From its SKILL.md

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

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SKILL.md

0.9 KB, 181 tokens by cl100k_base, as published. Nobody here has run it

Financial Analysis Logic

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

  1. 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.
  2. 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.
  3. Change Calculation:
    • Calculate value change: delta_value = (Q3_value_held - Q2_value_held).
    • Sort by delta_value to identify increased/decreased investments.
  4. CUSIP Identification: Always normalize CUSIP strings before comparison.

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