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Run3 comparative holding analysis

Skill cxcscmu/SkillLearnBench/skills/b3-teacher-feedback-gemini-3.1-flash-lite-preview/financial-analysis/run3_comparative_holding_analysis

Compares holding changes between two quarters for a specific fund to determine investment increases.From its SKILL.md

Install
npx -y skills add cxcscmu/SkillLearnBench --skill run3_comparative_holding_analysis

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

SKILL.md

0.8 KB, 154 tokens by cl100k_base, as published. Nobody here has run it

To determine the top 5 stocks with increased investment, utilize the comparison utility specifically designed for multi-quarter delta analysis.

  1. Tool Selection: Use scripts/portfolio_delta.py instead of the general holding_analysis.py to calculate the difference in (shares * price) between Q2 and Q3.
  2. Execution:
    python3 scripts/portfolio_delta.py --q2_path /root/2025-q2 --q3_path /root/2025-q3 --fund_acc_q2 <q2_num> --fund_acc_q3 <q3_num> --metric value
    
  3. Logic: Sort the resulting output by dollar value increase in descending order and extract the top 5 CUSIPs.

What ships with it

Read from the repository

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

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