manager-portfolio-diff

manager-portfolio-diff is a skill for Claude Code, Codex from rgourley/quant-garage. It costs 108 tokens per session (1,209 once invoked), scanned A, original, no licence file.

A portfolio comparison examines an investment manager's two latest quarterly 13-F filings. A 13-F is a required report showing many U.S. equity holdings of large institutional managers.

In plain words
What is it for?
Use it to compare managers such as Berkshire or Pershing Square, identify new and closed positions, find changes of at least 25%, and review portfolio-value changes.
Why use it?
It turns two lengthy filings into a clear view of what the manager started, stopped, increased, or reduced. This makes changes in reported holdings easier to spot.

Skill for Claude CodeCodex

Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

agentmods
npx agentmods add skills/rgourley/quant-garage/manager-portfolio-diff
Any agent
npx skills add rgourley/quant-garage --skill manager-portfolio-diff
Clone the repo
git clone --depth 1 https://github.com/rgourley/quant-garage

Made for: Claude Code, Codex.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for manager-portfolio-diff

README.md
[![agentmods](https://agentmods.dev/badge/skills/rgourley/quant-garage/manager-portfolio-diff.svg)](https://agentmods.dev/skills/rgourley/quant-garage/manager-portfolio-diff)
Your own site
<a href="https://agentmods.dev/skills/rgourley/quant-garage/manager-portfolio-diff"><img src="https://agentmods.dev/badge/skills/rgourley/quant-garage/manager-portfolio-diff.svg" alt="Measured on agentmods" height="20"></a>
Per session 108 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,209 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. Scan, not verified.
Origin unknown No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5 $0.00108 $0.01209
Opus 5 $0.00054 $0.00605
Sonnet 5 $0.00022 $0.00242
Haiku 4.5 $0.00011 $0.00121

Measured 5d ago against content hash b9ecd7017246, method: parsed. Prices are Anthropic first-party input rates as of 2026-08-30, from the pricing page.

Security

Grade A, and why

manager-portfolio-diff scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 5d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

skills/manager-portfolio-diff/SKILL.md · 117 lines

The source is not reproduced here

A licence we could not identify

The repository carries a LICENSE file, but it is custom or dual enough that GitHub cannot name it and neither can this catalogue. Unknown terms are not permission, so the body is not copied here. Read the licence at the source and decide for yourself.

Read it on GitHub

Files

What ships with it

4 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 5d ago First seen · 117 lines · 108 tokens per session scan A b9ecd7017246

Subscribe to this mod's changes

manager-portfolio-diff is a skill published in the GitHub repository rgourley/quant-garage (7 stars, last pushed 1mo ago), with no licence file. It adds 108 tokens to every session and 1,209 once invoked, about $0.0005 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-31.

Related

Other skills, from other repositories

polymarket

Query Polymarket: markets, prices, orderbooks, history.

NousResearch/hermes-agent · 18 tokens

ib-trailing-stop

Server-side trailing stop management for stocks and naked LEAPS in IB. Places native TRAIL orders that auto-ratchet the stop as price climbs. Dry-run by default. Requires TWS or IB Gateway running locally.

staskh/trading_skills · 49 tokens

scanner-pmcc

Scan stocks for Poor Man's Covered Call (PMCC) suitability. Analyzes LEAPS and short call options for delta, liquidity, spread, IV, yield, trend direction, and earnings proximity. Use when user asks about PMCC candidates, diagonal spreads, or LEAPS strategies.

staskh/trading_skills · 63 tokens

coingecko-api

Broad crypto market data from CoinGecko covering 13,000+ tokens. Global market stats, historical price data going back years, exchange volumes, trending tokens, and category filters. Best for macro analysis and long-term historical data.

agiprolabs/claude-trading-skills · 52 tokens

defeatbeta-earnings-analysis

Create professional equity research earnings update reports (8-12 pages, 3,000-5,000 words) analyzing quarterly results for companies already under coverage. Fast-turnaround format focusing on beat/miss analysis, key metrics, updated estimates, and revised thesis. Includes 1-3 summary tables and 8-12 charts. Use when…

defeat-beta/defeatbeta-api · 112 tokens

ib-collar

Generate tactical collar strategy reports for protecting PMCC positions through earnings or high-risk events. Requires TWS or IB Gateway running locally.

staskh/trading_skills · 30 tokens