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Trader Copycat (13F Portfolio Reverse Engineer)

Reads a famous investor's public SEC 13F filings from EDGAR, rebuilds their portfolio as copyable weights, and writes trader/targets.json for position sizing.

Data & AnalyticsIntermediate★ 1,589⑂ 324AI score 9/10Last updated: Oct 14, 2026

What it does

  • Pulls the latest 13F-HR straight from SEC EDGAR for any fund or CIK and rebuilds the full holdings table.
  • Resolves every CUSIP to a ticker (your override file → verified share-class list → SEC company_tickers.json → OpenFIGI with --figi) and sums rows a manager splits across subsidiaries.
  • Diffs against the prior quarter to show new, sold-out, added and trimmed positions by share count.
  • Writes top-N target weights, rescaled to sum to 100%, into trader/targets.json for the budget/risk skills to consume.
  • Always excludes options (PUT/CALL) and bonds (PRN), and enforces disclosure rules: quarter-end date, filing date, accession number, and what 13F cannot show (shorts, cash, bonds, foreign shares, intra-quarter trades, prices paid).

Who it's for

  • Retail investors who want to study real, filing-based portfolios of Buffett, Ackman, Burry and others.
  • Finance researchers and content creators who currently hand-copy 13F tables into spreadsheets.
  • Data analysts who need fast quarter-over-quarter holdings comparisons.

Examples

  1. "Copy Berkshire Hathaway, top 5" → a weight table (AAPL 30.67, AXP 23.85, ...) tagged "holdings as of 2026-06-30, filed 2026-08-14".
  2. "What did Pershing Square buy last quarter?" → the diff command lists new positions, exits, adds and trims.
  3. "Build targets for ARK but exclude one ticker and drop anything under 1%" → --exclude TICKER --min-pct 1 produces a cleaned targets.json.

· · · Install guide · · ·

Try it now, no install

Paste this into Claude to use the skill without installing anything.

Read the instructions in this file and follow them to help me:
https://raw.githubusercontent.com/Jakeschincariol/trader-skill/HEAD/trader-copycat/SKILL.md

What I want: (describe your task here)

If Claude can't open the link, open it yourself and paste the contents instead.

↓ If it works for you, download the ZIP below and install it. Then it runs on its own — no pasting each time.

Install in the Claude app (no terminal)
  1. Download the ZIP with the button below.
  2. In Claude, open Settings → Capabilities and turn on 'Code execution and file creation'. (one time)
  3. Go to Customize → Skills → + → 'Upload a skill' and upload the ZIP.
↓ Download ZIP
Install in Claude Code

Let Claude do it — paste this into Claude Code

Install the skill I found on AI Skill Mart.
Copy the trader-copycat folder from the GitHub repo Jakeschincariol/trader-skill into my ~/.claude/skills/trader-copycat/.
When it's done, tell me in one line what this skill can do.

Install with a command instead

git clone https://github.com/Jakeschincariol/trader-skill.git && mkdir -p ~/.claude/skills && cp -r trader-skill/trader-copycat ~/.claude/skills/

⚠ This is a third-party skill. Check the source repository before installing.

  1. Open a terminal and clone the repo: git clone https://github.com/Jakeschincariol/trader-skill.git
  2. Copy the skill into Claude's skills folder: mkdir -p ~/.claude/skills && cp -r trader-skill/trader-copycat ~/.claude/skills/
  3. Confirm Python 3 is available (python3 --version). The tool uses only the standard library, so no extra packages are needed.
  4. Set the SEC-required identification: add "sec_user_agent": "Your Name you@example.com" to trader/config.json, or run export SEC_USER_AGENT="Your Name you@example.com". Use a real name and email — the tool refuses to call SEC without it.
  5. Restart Claude Code and try a prompt like "show me Berkshire's 13F" or "copy Ackman, top 5".
  6. Remember: this is education and tooling, not financial advice. No order is ever placed without a separate broker skill, a risk check, and your explicit yes.
View source on GitHub ↗License: MIT