institutional-flow-tracker

institutional-flow-tracker is a skill for Claude Code, Codex from tradermonty/claude-trading-skills. It costs 64 tokens per session (3,426 once invoked), scanned A, original, MIT.

A research skill for tracking how large investment firms change their stock holdings. It uses quarterly SEC filings called 13F filings, which disclose many positions held by institutions such as hedge funds and mutual funds.

In plain words
What is it for?
Use it to monitor institutional accumulation or exits, discover stocks receiving or losing institutional interest, and review whether large investors support an investment thesis.
Why use it?
It makes changes in institutional ownership easier to compare over time. This can help test an investment idea, identify buying or selling patterns, and assess portfolio risk.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

not rated 2.8krepo +31 today A scan Socket: passSnyk: warnSkillSpector: pass 64 tokens original MIT

Good fit Use it to monitor institutional accumulation or exits, discover stocks receiving or losing institutional interest, and review whether large investors support an investment thesis.

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Install with agentmods
npx agentmods add skills/tradermonty/claude-trading-skills/institutional-flow-tracker
About the project

Claude Trading Skills is a collection of Claude Code workflows for individual investors who want structured market analysis, charting, economic-calendar review, screening, trade planning, journaling, and risk management. It is designed for people using long-term investing, ETFs, dividend stocks, and disciplined swing trading, and the catalogue entries package these workflows as skills, agents, commands, settings, and instructions.

tradermonty/claude-trading-skills · 2,813 stars · on GitHub · tradermonty.github.io

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.

Any agent
npx skills add tradermonty/claude-trading-skills --skill institutional-flow-tracker
Clone the repo
git clone --depth 1 https://github.com/tradermonty/claude-trading-skills

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 institutional-flow-tracker

README.md
[![agentmods](https://agentmods.dev/badge/skills/tradermonty/claude-trading-skills/institutional-flow-tracker/github.svg)](https://agentmods.dev/skills/tradermonty/claude-trading-skills/institutional-flow-tracker)
Your own site
<a href="https://agentmods.dev/skills/tradermonty/claude-trading-skills/institutional-flow-tracker"><img src="https://agentmods.dev/badge/skills/tradermonty/claude-trading-skills/institutional-flow-tracker/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for institutional-flow-tracker

Your own site · 80×15
<a href="https://agentmods.dev/skills/tradermonty/claude-trading-skills/institutional-flow-tracker"><img src="https://agentmods.dev/badge/skills/tradermonty/claude-trading-skills/institutional-flow-tracker.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 64 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 3,426 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe. Third-party audits
  • Socket pass 18 Mar 2026
  • Snyk warn 14 Mar 2026
  • NVIDIA SkillSpector pass 7 Sept 2026
How audits are shown
Origin original 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 5.1 $0.00064 $0.03426
Opus 5 $0.00032 $0.01713
Sonnet 5 $0.00013 $0.00685
Haiku 4.5 $0.00006 $0.00343

Measured 12d ago against content hash 341fae58ff4d, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

institutional-flow-tracker 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 12d ago.

The scan reads SKILL.md. This mod also ships 9 executable files (scripts/analyze_single_stock.py, scripts/data_quality.py, scripts/tests/conftest.py, …), listed below but not scanned — reading those needs a real analyzer, not pattern matching.

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.

Origin

Copies of this mod

1 near-identical copy found in the catalogue:

skills/institutional-flow-tracker/SKILL.md · 382 lines

How it starts

The opening of the file, as written. The whole thing — 382 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Institutional Flow Tracker

Overview

This skill tracks institutional investor activity through 13F SEC filings to identify "smart money" flows into and out of stocks. By analyzing quarterly changes in institutional ownership, you can discover stocks that sophisticated investors are accumulating before major price moves, or identify potential risks when institutions are reducing positions.

Key Insight: Institutional investors (hedge funds, pension funds, mutual funds) manage trillions of dollars and conduct extensive research. Their collective buying/selling patterns often precede significant price movements by 1-3 quarters.

Prerequisites

  • FMP API Key: Set FMP_API_KEY environment variable or pass --api-key to scripts
  • Python 3.9+: Required for running analysis scripts
  • Dependencies: pip install requests (scripts handle missing dependencies gracefully)

When to Use This Skill

Use this skill when:

  • Validating investment ideas (checking if smart money agrees with your thesis)
  • Discovering new opportunities (finding stocks institutions are accumulating)
  • Risk assessment (identifying stocks institutions are exiting)
  • Portfolio monitoring (tracking institutional support for your holdings)
  • Following specific investors (tracking Warren Buffett, Cathie Wood, etc.)
  • Sector rotation analysis (identifying where institutions are rotating capital)

Do NOT use when:

  • Seeking real-time intraday signals (13F data has 45-day reporting lag)
  • Analyzing micro-cap stocks (<$100M market cap with limited institutional interest)
  • Looking for short-term trading signals (<3 months horizon)

Data Sources & Requirements

Required: FMP API Key

This skill uses Financial Modeling Prep (FMP) API to access 13F filing data:

Setup:

# Set environment variable (preferred)
export FMP_API_KEY=your_key_here

# Or provide when running scripts
python3 scripts/track_institutional_flow.py --api-key YOUR_KEY

API Tier Requirements:

  • Free Tier: 250 requests/day (sufficient for analyzing 20-30 stocks quarterly)
  • Paid Tiers: Higher limits for extensive screening

Read the full file on GitHub · 382 lines

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. 12d ago First seen · 382 lines · 64 tokens per session scan A 341fae58ff4d

Subscribe to this mod's changes

institutional-flow-tracker is a skill published in the GitHub repository tradermonty/claude-trading-skills (2,813 stars, last pushed today), licensed MIT. It adds 64 tokens to every session and 3,426 once invoked, about $0.0003 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 2026-08-30.

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