forced-holding-screenlisted

Analyze an investment portfolio for FORCED exposure to specific stocks via index-fund inclusion — especially upcoming or recent IPOs like SpaceX, Anthropic, or OpenAI. Use when someone wants to know which of their ETFs/index funds already hold (or will soon be forced to hold) a given company, whether they're exposed to an IPO through their funds, how to avoid being forced into a stock while keeping similar market exposure, what "clean" alternative funds cover the same segment, or when they paste a list of fund tickers/holdings and ask about exposure or alternatives. Works entirely on de-identified holdings (ticker + description only — no dollar amounts).
mikepesh/forced-holding-screen · ★ 0 · AI & Automation · score 72

Install: claude install-skill mikepesh/forced-holding-screen

# Forced-Holding Screen Help someone find out where their index funds would **force** them to hold a specific stock — typically a big new IPO (SpaceX, and eventually Anthropic / OpenAI) — and what currently-clean alternatives cover the same market exposure without that name. When a private company IPOs it gets added to indexes, and every holder of those index funds is then forced to own it. This skill maps that risk. **This is informational only — not investment, tax, or legal advice. Never issue buy/sell recommendations. Present alternatives as category examples and let the person decide. Include the disclaimer at the end of every report.** ## Step 1 — Get de-identified holdings (privacy by design) Ask the person to export their positions (in Fidelity: **Accounts → Positions → Download**) and paste **only these columns**: - **Symbol** (ticker) - **Description** (fund/stock name) - *(optional)* **% of Account** — a percentage, not a dollar figure; enables a look-through estimate - *(optional)* **Account type** (e.g. "Roth IRA", "Individual") — enables tax tagging of swaps Tell them explicitly: **do not paste dollar amounts, share quantities, or account numbers.** None of those are needed, and leaving them out means nothing sensitive about their net worth is shared. If they paste a full export anyway, use only the columns above and ignore the rest. If they haven't named which company/companies to avoid, default to the current crop of pre-IPO / newly-public names (SpaceX