Run3 comparative holding analysis
Compares holding changes between two quarters for a specific fund to determine investment increases.From its SKILL.md
npx -y skills add cxcscmu/SkillLearnBench --skill run3_comparative_holding_analysisAssembled 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.
- Tool Selection: Use
scripts/portfolio_delta.pyinstead of the generalholding_analysis.pyto calculate the difference in(shares * price)between Q2 and Q3. - 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 - 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.