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institutional-flow-tracker

Use this skill to track institutional investor ownership changes and portfolio flows using 13F filings data. Analyzes hedge funds, mutual funds, and other institutional holders to identify stocks with significant smart money accumulation or distribution. Helps discover stocks before major moves by following where sophisticated investors are deploying capital.

69

Quality

83%

Does it follow best practices?

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Adds up to 20 points to the overall score

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SecuritybySnyk

Low

Low-risk findings worth noting

SKILL.md
Quality
Evals
Security

Quality

Content

85%

Reviews the quality of instructions and guidance provided to agents. Good implementation is clear, handles edge cases, and produces reliable results.

A highly actionable, well-structured skill with a clear multi-step workflow and validation gating, only slightly weakened by verbosity in the conceptual and best-practices sections.

Suggestions

Trim the 'Key Insight' paragraph and obvious 'Best Practices' items to reduce token load on concepts Claude already knows.

Consider moving the detailed 'Why coverage, not per-holder reconciliation' rationale into a reference file, keeping only the grade definition inline.

DimensionReasoningScore

Conciseness

The body is mostly efficient and procedural, but padded sections like the 'Key Insight' paragraph on what institutions manage, 'Best Practices' truisms, and the lengthy reconciliation rationale add tokens Claude largely already knows.

2 / 3

Actionability

Provides fully executable, copy-paste-ready commands with concrete flags and thresholds (e.g. 'python3 scripts/track_institutional_flow.py --top 50 --min-change-percent 10') plus specific interpretation tiers.

3 / 3

Workflow Clarity

Steps 1-5 are clearly sequenced, and the A/B/C data-reliability grade with automatic exclusion of Grade C stocks serves as an explicit validation/gating checkpoint between screening and interpretation.

3 / 3

Progressive Disclosure

SKILL.md is an organized overview pointing to three real, one-level-deep reference files and real scripts, each clearly signaled by path, with content appropriately split between workflow and deep guides.

3 / 3

Total

11

/

12

Passed

Description

82%

Based on the skill's description, can an agent find and select it at the right time? Clear, specific descriptions lead to better discovery.

A specific, distinctive description with strong trigger terms, but it lacks an explicit 'Use when...' situational trigger clause, capping completeness at 2.

Suggestions

Add an explicit 'Use when...' clause naming the triggering situations, e.g. 'Use when validating investment ideas with smart money flows, screening for institutional accumulation, or assessing distribution risk.'

Consider including the reporting-lag caveat as a negative trigger so Claude avoids the skill for short-term/intraday signals.

DimensionReasoningScore

Specificity

Lists multiple concrete actions — 'track institutional investor ownership changes and portfolio flows', 'Analyzes hedge funds, mutual funds, and other institutional holders', 'identify stocks with significant smart money accumulation or distribution' — matching the highest anchor.

3 / 3

Completeness

The 'what' is clearly stated, but the trigger is 'Use this skill to track...' describing the task rather than an explicit 'Use when...' situational trigger, so per the guideline completeness is capped at 2.

2 / 3

Trigger Term Quality

Includes natural terms a finance user would say — '13F filings', 'institutional investor ownership', 'smart money', 'hedge funds', 'mutual funds' — giving good coverage of common phrasings.

3 / 3

Distinctiveness Conflict Risk

The 13F/institutional-ownership/smart-money niche is distinct and specific, making it unlikely to trigger for unrelated skills.

3 / 3

Total

11

/

12

Passed

Validation

100%

Checks the skill against the spec for correct structure and formatting. All validation checks must pass before discovery and implementation can be scored.

Validation16 / 16 Passed

Validation for skill structure

No warnings or errors.

Repository
tradermonty/claude-trading-skills
Reviewed

Table of Contents

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