cross-13f

Screen tickers, identify managers, and generate meeting-ready questions for cross-13F opportunities.

Updated Aug 23, 2026
One-click install
npx skills add https://github.com/robinlllll/claude-code-skills --skill cross-13f
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: cross-13f
Source: https://github.com/robinlllll/claude-code-skills/tree/main/cross-13f
Command: npx skills add https://github.com/robinlllll/claude-code-skills --skill cross-13f

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Automates cross-13F opportunity discovery by screening tickers across PM groups, identifying the managers to talk to, and generating meeting-ready questions.

Core Features & Use Cases

  • 3-stage pipeline: Screen tickers -> Identify managers -> Generate questions
  • Backtest integration rules and group-specific execution logic included
  • Per-ticker recommender with credible manager intelligence and LLM-assisted question generation (optional)
  • Outputs to Obsidian notes and cross-analysis summaries for collaboration
  • Credibility scoring and variant/consensus signaling to prioritize outreach

Quick Start

Run the full cross-13f pipeline to screen tickers, identify managers, and generate meeting-ready questions.

Frequently Asked Questions about cross-13f

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I screen 13F filings to identify cross-investment opportunities?▼

Cross-13F screening works by running a multi-stage pipeline that maps group-level holdings to managers and generates meeting-ready questions. It screens tickers, identifies credible managers, and outputs Obsidian notes.

How do I map specific stock tickers to portfolio managers for outreach?▼

Per-ticker manager intelligence maps stock tickers to portfolio managers using credibility scoring. The pipeline identifies the most credible managers to talk to based on variant and consensus signaling.

Can I generate meeting prep questions for portfolio managers based on 13F holdings?▼

Yes, LLM-driven question generation produces meeting prep questions for portfolio managers based on 13F holdings. The workflow outputs meeting-ready questions and cross-analysis notes based on identified manager intelligence.

Does the 13F ticker screening pipeline support backtesting data and credibility scoring?▼

Yes, the 13F ticker screening pipeline supports optional backtesting data and credibility scoring. It integrates backtest rules with group-specific execution logic to prioritize manager outreach effectively.

How do I export 13F screening results and meeting questions to Obsidian notes?▼

The pipeline outputs 13F screening results and meeting questions to Obsidian notes automatically through its configured output stage. It generates Obsidian notes and cross-analysis summaries to facilitate team collaboration.

What is variant vs consensus signaling in 13F manager screening?▼

Variant vs consensus signaling in 13F manager screening distinguishes managers whose holdings diverge from consensus expectations. This scoring mechanism prioritizes outreach by highlighting managers with unique or credible ticker positions.