Institutional Flow Tracker FAQs

Question 1

Can I track specific investors like Warren Buffett or ARK Invest?

Accepted Answer

Yes. The skill includes a specific tracking feature for portfolios using SEC Central Index Keys (CIK). You can monitor specific institutional managers to see their new positions, top holdings, and sector rotation strategies.

Question 2

What does the Institutional Flow Tracker skill do?

Accepted Answer

The Institutional Flow Tracker is a specialized Claude Code Skill that automates the analysis of SEC 13F filings. It monitors the buying and selling activity of 'smart money'—such as hedge funds and pension funds—to help you identify significant capital flows and institutional ownership trends.

Question 3

When should I use this skill in my workflow?

Accepted Answer

Use this skill when you need to validate investment ideas, discover stocks that institutions are accumulating before major moves, or assess risk by identifying when sophisticated investors are exiting positions. It is ideal for mid-to-long-term investment research.

Question 4

What are the data requirements for this skill?

Accepted Answer

This skill requires a Financial Modeling Prep (FMP) API key. It works with the free tier for basic quarterly analysis of 20-30 stocks, while paid tiers allow for more extensive screening and higher request volumes.

Question 5

How does this skill improve my investment research?

Accepted Answer

It eliminates the need for manual SEC EDGAR database searches. By using Claude Code, you can quickly generate structured markdown reports that include signal strength frameworks, historical ownership trends, and concentration metrics through simple CLI commands.

Institutional Flow Tracker

Institutional Flow Tracker

概要

主な機能

ユースケース

概要

主な機能

ユースケース