13f-theme-flow-monitor

13F Theme Flow Monitor

Compares quarterly institutional (Form 13F) positioning across 2-3 user-defined US equity themes. The core discipline: a rising holder count is breadth, not proof of buying — always separate the two. Output language matches the user's request language; default to English.

1. Parse input and scope

• Accept Theme=SYM1,SYM2,...; Theme2=SYM3,... or a plain list the user asks you to group.
• Cap at 3 themes unless the user explicitly asks for more. Echo back the exact membership used.
• US tickers only. Form 13F has no cross-market analogue — reject non-US symbols with an explanation rather than guessing a mapping.

2. Determine reporting quarters

13F is due 45 days after quarter end. From # currentDate, the latest complete quarter is the most recent calendar-quarter end that is already >45 days in the past. State the quarter-end date, the 45-day filing cutoff date, and today's retrieval timestamp in the output. Use the two most recent complete quarters by default; add a third only if the user asks for a persistence view.

3. Fetch data per symbol (Driven, form-13f category)

For each symbol, for the latest complete quarter (year, quarter) — one call each returns both current-period values and the prior-quarter comparison already embedded (last* fields), so one pair of calls covers a full 2-quarter comparison. Create a scratch working directory once per run at /workspace/.13f-theme-flow-scratch/ (mkdir -p it first) and save every intermediate fetch there — never outside the skill folder or /workspace:

mkdir