agentsclimarketplace

Run3 Search CUSIP for Security

Skill cxcscmu/SkillLearnBench/skills/b3-teacher-feedback-claude-haiku-4-5/financial-analysis/run3_Search-CUSIP-for-Security

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

Install
npx -y skills add cxcscmu/SkillLearnBench --skill run3_Search-CUSIP-for-Security

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What its author says it does

Copied from the file, not written here

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.

SKILL.md

1.4 KB, 269 tokens by cl100k_base, as published. Nobody here has run it

Steps

  1. 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

  2. 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

  3. 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

  4. 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

  5. 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

  6. Store for reuse

    • Cache the CUSIP for use in subsequent steps (e.g., finding all funds holding this security)

Keep looking

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