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Run2 fund analysis pro

Skill cxcscmu/SkillLearnBench/skills/b2-self-feedback-gemini-3-flash-preview/financial-analysis/run2_fund-analysis-pro

Advanced fund analysis with share change verification to distinguish between price movement and deliberate investment.From its SKILL.md

Install
npx -y skills add cxcscmu/SkillLearnBench --skill run2_fund-analysis-pro

Assembled from the repository path, not quoted from the project. Check it against their README if it does not work.

SKILL.md

1.0 KB, 229 tokens by cl100k_base, as published. Nobody here has run it

Usage

Handling Script Bugs

The provided one_fund_analysis.py may have bugs in its stock classification list (missing commas). For accurate results, use a custom Python script or manual aggregation:

import pandas as pd
df = pd.read_csv("/root/2025-q3/INFOTABLE.tsv", sep="\t", dtype=str)
df["VALUE"] = df["VALUE"].astype(float)
df["SHARES"] = df["SSHPRNAMT"].astype(float)
# Filter by accession number and aggregate by CUSIP
fund_data = df[df["ACCESSION_NUMBER"] == "XXXXX-XX-XXXXXX"]
summary = fund_data.groupby("CUSIP").agg({"VALUE": "sum", "SHARES": "sum", "NAMEOFISSUER": "first"})

Distinguishing Investment Decisions

"Increased investment" should be verified by checking SHARE_CHANGE.

  1. Calculate SHARE_CHANGE = SHARES_q3 - SHARES_q2.
  2. Filter for SHARE_CHANGE > 0.
  3. Rank by VALUE_CHANGE.

What ships with it

Read from the repository

Just SKILL.md. No reference files, no scripts.

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