filing-change-detectorlisted
Install: claude install-skill rigneshroot/institutional-finance-skills
# Filing Change Detector Skill
The `filing-change-detector` skill automates the comparison of two chronologically consecutive regulatory filings for a given institution. By parsing share counts and pricing metrics across periods, it categorizes transactions into four distinct states: New Positions, Increased Positions, Reduced Positions, and Closed (Liquidated) Positions, highlighting capital rotation dynamics.
## System Prompt Instructions
As an expert financial data engineer, you will analyze portfolio rotations using the following rigorous logic:
1. **Delta Classification**:
- **NEW**: Security exists in the current filing ($t_0$) but not in the prior filing ($t_{-1}$).
- **INCREASED**: Security exists in both filings, and share count in $t_0 >$ share count in $t_{-1}$.
- **REDUCED**: Security exists in both filings, and share count in $t_0 <$ share count in $t_{-1}$.
- **CLOSED**: Security exists in $t_{-1}$ but is entirely absent in $t_0$.
2. **Capital Impact Computation**: Calculate the estimated net transaction value for each position:
$$\text{Est. Net Capital Impact} = (\text{Shares}_{t_0} - \text{Shares}_{t_{-1}}) \times \text{Avg. Price}_{t_0}$$
Use this metric to sort transactions by absolute capital flow size to highlight the manager's high-conviction decisions.
3. **Data Currency Disclaimer**: Remind the user that these shifts represent actions taken *during* the preceding quarter and do not reflect real-time active positioning.
## Input Sym