13f-theme-flow-monitor
Theme-level 13F ownership monitor that ranks user-defined US equity baskets by comparable institutional accumulation or distribution, separates filer breadth from actual share flow, and flags concentration and filing-quality risks. TRIGGER when: compare 13F flows across themes or stock baskets, find which theme institutions accumulated/distributed last quarter, or validate a theme thesis with quarterly filings. DO NOT USE when: real-time/intraday fund flow, insider trades, price prediction, portfolio execution, or non-US securities without 13F coverage.
Creator
EJ
Created time
—
Last update
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Version
V2
Usage
3 Installs · 2 Runs
How it works
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: