Finance Skills

Comprehensive guidance for integrating Jupiter APIs (Swap, Lend, Perps, Trigger, Recurring, Tokens, Price, Portfolio, Prediction Markets, Send, Studio, Lock, Routing). Use for endpoint selection, integration flows, error handling, and production hardening.

Provides reverse engineering techniques. Use when the main job is to understand how a compiled, obfuscated, packed, or virtualized target works before exploiting or solving it, including binaries, APKs, WASM, firmware, custom VMs, bytecode, game clients, malware-like loaders, and anti-debug or anti-analysis logic. Do not use it when the vulnerability is already understood and the remaining task is exploitation; use pwn instead. Do not use it for pure web workflows, log or disk forensics, or standalone crypto problems unless reversing the implementation is the real blocker.

Analyzing fund portfolios including AUM extraction, holdings counts, and portfolio composition

Fuzzy string matching for fund names and stock CUSIPs using thefuzz library.

Compare holdings between two quarters or find top holders of a specific stock.

Search for fund accession numbers and stock CUSIPs using fuzzy matching.

Techniques for parsing TSV/JSON files for financial reporting data (13F).

Logical patterns for comparing 13F holdings across quarters to determine net change.

Find which funds hold a specific stock and rank them by holding value

Analyze individual fund holdings, AUM, and portfolio composition from 13-F data

Fuzzy search for hedge funds or stocks by name in SEC 13F filings; handles cases where rank 1 is skipped due to amendment filtering.

Complete workflow for finding top stock increases/decreases between Q2 and Q3 for a specific fund.

Find top fund managers holding a specific stock (by CUSIP) using a fixed version of the holding_analysis workflow.

Robust stock analysis and holder identification, bypassing file path issues in default scripts.

Robust data cleaning and formatting for financial datasets in D3.js.

How to calculate a fund's actual AUM and total unique stock count for modern SEC 13F data.

How to accurately identify stocks that "received increased investment" by checking both share count and dollar value change.

How to find top fund managers heavily invested in a particular stock across all data quality issues.

Inspect the actual holdings dataset to understand its schema, field names, and data patterns before applying filters. Use this to identify the correct field name that distinguishes equity securities from bonds, options, warrants, and other non-stock instruments.

Remove non-equity securities (bonds, options, warrants, preferred shares, funds) from holdings data, keeping only common stock positions. Use the correct security type field identified from the raw data structure inspection.

Retrieve and load the complete holdings dataset for a specific fund using its accession_number. Use this to access position-level details needed for AUM, stock count, and comparative analysis.

Find the CUSIP identifier for a specific security (e.g., Palantir) by searching across all holdings data or a security master file. Use this when you need to locate a specific stock across multiple fund positions.

Use Node.js file system operations to recursively copy the entire `/root/data/indiv-stock/` directory (including all subdirectories and files) to `/root/output/data/indiv-stock/` to preserve the original directory structure for the web app

Create and manage a D3 tooltip element that displays on hover for non-ETF stocks with dynamic positioning based on mouse movement

Load CSV data and verify all stock entries contain the required `ticker` field with non-empty string values before using in selection matching logic

Use INDEX-MATCH with two conditions (series code and year) to retrieve values from a source data table. Apply this when you need to pull specific data points based on multiple criteria from an unstructured data range.

How to compare fund holdings between Q2 and Q3 to find top stocks with increased investment by dollar value

How to analyze a fund's AUM and stock count using accession_number, with proper filtering of options and deduplication. Covers Q1 (AUM) and Q2 (stock count).

Count the number of distinct stocks (equity positions only) held by Renaissance Technologies. Filters to SH (share) type only and excludes options/derivatives by checking PUTCALL column. Use this specifically for Q2 answer about Renaissance stock count.

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

Identify and rank the top fund managers holding a specific stock CUSIP in a given quarter.

Find the CUSIP (Committee on Uniform Securities Identification Procedures) identifier for a specific company or stock.

Guidelines for analyzing 13F filings, finding fund accession numbers, calculating AUM, and counting exact stock holdings by utilizing existing scripts and correctly excluding options.

Load, parse, and transform stock market data from CSV files for D3 visualization. Use this skill when working with financial CSV data, handling missing values (ETFs often lack market cap/country data), formatting market capitalization as human-readable strings (1.64T), and preparing data for both visualization and table display. Essential for stock dashboards, portfolio analytics, and financial data pipelines.

Optimize travel costs including accommodations, meals, transportation, and attractions while respecting budget constraints. Use this skill whenever building a trip with specific budget limits that require cost calculation, price comparison, or financial constraint satisfaction. Essential for maximizing trip value within fixed budgets.

Calculate financial metrics in Excel including percentages of GDP, percentage changes, and weighted averages. Use this skill when working with economic data, calculating net exports as percentage of GDP, or deriving financial ratios from raw data.

Perform data analysis on SEC 13-F filing datasets (TSV format) to obtain insights about fund activities such as number of holdings, AUM, and change of holdings between two quarters. Use this skill whenever analyzing hedge fund portfolios, comparing quarterly holdings, or working with SEC EDGAR 13F data files.

Fuzzy search fund names in SEC 13F COVERPAGE data or stock names in INFOTABLE data. Use this skill whenever searching for a fund or stock by name when the exact spelling or format is uncertain, or when performing case-insensitive partial matching on SEC filing data.

Compare hedge fund holdings between two quarters to identify changes in investment positions. Use this skill when analyzing Q-over-Q changes in fund portfolios, finding top increased/decreased positions, or tracking specific fund activity across reporting periods. Triggers on questions about "change from Q2 to Q3", "increased investment", "top buys/sells", or any cross-quarter 13F comparison.

Analyze SEC 13F filings data from TSV files. Use this skill whenever the user asks about hedge fund holdings, AUM (Assets Under Management), stock positions, fund managers, or any analysis of 13F filings data. Triggers on questions about fund portfolios, investment positions, quarterly comparisons, or SEC filing data stored in COVERPAGE.tsv, INFOTABLE.tsv, SUMMARYPAGE.tsv files.

Use this skill for D3.js (v6) force-directed bubble charts and linked data tables. Always use this when tasked with financial data visualization using D3.js.

This skill includes search capability in 13F, such as fuzzy search a fund information using possibly inaccurate name, or fuzzy search a stock cusip info using its name.

This skill includes search capability in 13F, such as fuzzy search a fund information using possibly inaccurate name, or fuzzy search a stock cusip info using its name.

First-time openInvest installation and onboarding. **ONLY use when** user explicitly says "set up invest" / "init invest" / "帮我初始化 invest", OR when `invest` skill's `doctor` returns `status="needs_setup"`. **NOT for daily usage** — once onboarding is done, the `invest` skill takes over (portfolio viewing, committee analysis, buy/sell tracking). Wraps `run.sh init --from-stdin` with the canonical 5-question flow.

openInvest multi-asset AI investment committee — **daily use**. Read portfolio / live prices / strategy / decision history / adjust positions / run a 4-role LLM committee for an investment verdict. Supports any yfinance symbol (A-share / HK / US / ETF / crypto / commodities) and any currency. **Two paths** — (1) Coordinator, Claude Code spawns 4 subagents, saves DeepSeek tokens; (2) Direct, any agent (Codex / Hermes / OpenClaw / Cursor / Cline / plain script) runs `run.sh run_committee <SYM>` for a one-shot verdict. **Trigger scenarios** — "show portfolio / 看看我的持仓", "how is my P&L / 我现在涨了多少", "should I buy/sell X / 该不该买卖X", "analyze X / 分析一下X", "run committee on X / 跑委员会", "track AAPL / 跟踪苹果", "add/trim a position, log a trade / 加仓减仓记一笔". **First-time install uses a separate skill `invest-setup`** (switch to it when `doctor` returns `needs_setup`). Backend — longsizhuo/openInvest.

获取中国金融市场数据（A股、港股、美股、基金、期货、债券）。支持220+个Tushare Pro接口：股票行情、财务报表、宏观经济指标。当用户请求股价数据、财务分析、指数行情、GDP/CPI等宏观数据时使用。

Derive a provider-side price and bounded payment request natively.

Prepare and explicitly file an evidence-bound payment dispute response using native receipt proof, approval, provider execution, and independent readback.