8-k-scanner
Scan SEC 8-K disclosures across a single ticker or a watchlist using Massive's pre-parsed disclosure taxonomy. Groups the underlying rows by filing (one 8-K…
Diff the two most recent quarterly 13-F filings for an institutional investment manager (Berkshire, Baupost, Renaissance, Pershing Square, Tiger Global, Appaloosa, Scion, etc.) using Massive's pre-parsed 13-F endpoint. Reports initiations, exits, adds (>= 25% share change),
$ npx -y skills add rgourley/quant-garage --skill manager-portfolio-diff --agent claude-codeHow it fires
How this skill gets triggered: by you, by Claude, or both.
/manager-portfolio-diffContext preview
The summary Claude sees to decide when to auto-load this skill.
Diff the two most recent quarterly 13-F filings for an institutional investment manager (Berkshire, Baupost, Renaissance, Pershing Square, Tiger Global, Appaloosa, Scion, etc.) using Massive's pre-parsed 13-F endpoint. Reports initiations, exits, adds (>= 25% share change),
name: manager-portfolio-diff description: Diff the two most recent quarterly 13-F filings for an institutional investment manager (Berkshire, Baupost, Renaissance, Pershing Square, Tiger Global, Appaloosa, Scion, etc.) using Massive's pre-parsed 13-F endpoint. Reports initiations, exits, adds (>= 25% share change), trims (<= -25%), and portfolio value change. Answers "what did Buffett/Klarman/Burry do last quarter?" Requires Stocks Basic. Runs on the free tier.
You hand over a filer (an alias like "berkshire" or a raw CIK). The skill pulls the two most recent quarterly 13-F filings for that manager, aggregates holdings by CUSIP (handles multi-manager joint filings), and reports the quarter-over-quarter change: initiations, exits, adds, trims, and portfolio value delta.
The Massive endpoint doesn't support an issuer-oriented lookup ("who holds AAPL?"), so this is the correct shape for 13-F work: pick the filer whose decisions you want to see and diff their book.
funds
Not for: "who owns AAPL?" (endpoint doesn't support issuer filter at scale). Not for real-time positioning (13-F is quarterly and lagged ~45 days after quarter-end).
Known aliases:
For anyone else, look up their CIK at <https://www.sec.gov/cgi-bin/browse-edgar>.
Two output layers from one run.
**Layer 1: canonical JSON** matching [`output-schema.json`](./output-schema.json). Top-level `filer_cik`, `filer_display_name`, `periods`, `summary` (holding counts, portfolio value, activity counts), and `changes` with per-bucket entries (initiation, exit, add, trim, unchanged). Each entry carries `issuer_name`, `cusip`, `prior_shares`, `current_shares`, `prior_market_value`, `current_market_value`, `delta_shares_pct`.
**Layer 2: rendered note**. Header + activity counts, then four buckets (NEW POSITIONS / EXITED / ADDS / TRIMS) capped at 10 entries per bucket, sorted by market value. One-line Take highlighting the biggest new position and biggest exit. See [`references/rendering.md`](./references/rendering.md).
1. **Pull all 13-F rows** for the filer via `GET /stocks/filings/vX/13-F?filer_cik={CIK}&limit=1000&sort=filing_date.desc`. 2. **Group by `period`** (quarter-end YYYY-MM-DD). Take the two most recent periods as current and prior. 3. **Aggregate by CUSIP** within each period. Sum shares and market value across multiple manager-of-record rows (joint filings produce one row per manager). 4. **Classify each CUSIP:**
5. **Sort each bucket by market value.** New positions and adds by current value; exits and trims by prior value. Renders top 10 per bucket with overflow count.
retry, pagination.
Narrative note. A single fund's 13-F is 30-300 rows typically; a grouped-by-bucket note reads better than one wide table.
All 13-F rows for the filer. Paginated.
quarter." A workflow composite could iterate over aliases.
4-quarter cluster (add-add-add-add vs churn) would be a great extension.
other instruments only. Shorts don't appear.
the period date. Not marked to today's price.
absolute market value, not share-of-portfolio. Both matter.
These are clean PR extensions. Output schema is forward-compatible.
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