Run3 Search CUSIP for Security
Find the CUSIP identifier for a specific security (e.g., Palantir) by searching across all holdings data or a security master file. Use this when you need to locate a specific stock across multiple fund positions.From its SKILL.md
npx -y skills add cxcscmu/SkillLearnBench --skill run3_Search-CUSIP-for-SecurityAssembled from the repository path, not quoted from the project. Check it against their README if it does not work.
SKILL.md
1.4 KB, 269 tokens by cl100k_base, as published. Nobody here has run it
Steps
-
Determine search scope
- Decide whether to search within a specific fund's holdings or across all available data
- For broader searches, load a security master file or aggregate holdings across funds
-
Prepare search terms
- Identify the security name or ticker to search for (e.g., "Palantir", "PLTR")
- Decide if search should be exact, fuzzy, or case-insensitive
-
Perform the search
- Search the security name or ticker field in holdings data
- Use exact match for ticker symbols (case-insensitive)
- Use fuzzy match for company names if needed
-
Handle multiple matches
- If multiple securities match, identify the correct one by additional criteria
- For stocks, prefer exact ticker matches over partial name matches
- Verify against public market data if necessary
-
Extract and validate CUSIP
- Retrieve the CUSIP from the matched record
- Confirm CUSIP format (typically 9 alphanumeric characters for equities)
- Document the security name and ticker alongside the CUSIP for reference
-
Store for reuse
- Cache the CUSIP for use in subsequent steps (e.g., finding all funds holding this security)
What ships with it
Read from the repository
Just SKILL.md. No reference files, no scripts.