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Run3 analyze fund holdings and aum

Skill cxcscmu/SkillLearnBench/skills/b3-teacher-feedback-gemini-3-flash-preview/financial-analysis/run3_analyze_fund_holdings_and_aum

Retrieve a fund's AUM, stock holding counts, or compare investment changes between two quarters.From its SKILL.md

Install
npx -y skills add cxcscmu/SkillLearnBench --skill run3_analyze_fund_holdings_and_aum

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

SKILL.md

1.3 KB, 263 tokens by cl100k_base, as published. Nobody here has run it

Use this skill to answer questions about a single fund's financial status (AUM), the count of stocks held, or to find the top increased/decreased positions between a baseline quarter and a target quarter.

Usage for Single Quarter (AUM & Counts):

python3 scripts/one_fund_analysis.py --quarter <YYYY-qX> --accession_number <acc_num>

Usage for Quarterly Comparison (Investment Changes):

python3 scripts/one_fund_analysis.py --quarter <target_q> --accession_number <target_acc> --baseline_quarter <prev_q> --baseline_accession_number <prev_acc>

Parameters:

  • --quarter: The primary reporting quarter.
  • --accession_number: The unique ID for the fund in the primary quarter.
  • --baseline_quarter: (Optional) The previous quarter for comparison.
  • --baseline_accession_number: (Optional) The unique ID for the fund in the previous quarter.

Notes:

  • To answer questions about the number of stocks, look specifically for the "stock holdings" count in the output rather than "total holdings" or "other holdings".
  • For comparing investment increases, the script will output changes ranked by dollar value.

What ships with it

Read from the repository

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

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