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daringanitchdaringanitch/claude-stock-analyst/skills/etf-screen/SKILL.md

etf-screen

Skill9 starsChanged 6 months agoMITView on GitHub

ETF overview and analysis. Use when the user asks about an ETF ticker, wants to understand what an ETF holds, or wants a first look at an exchange-traded fund.

The file

We split this skill into the rules it gives an agent

2 rules. About 0 are common, 2 are distinctive, and 0 are very specific to this project.

  • ≈0

    Common · estimate

    Many files like this have a rule of this kind.

  • ≈2

    Distinctive · estimate

    This author's own choices. Worth a look.

  • 0

    Very specific

    Tied to their project's names, files or tools. Probably skip.

  • Common
  • Distinctive
  • Very specific
  1. Distinctive:

    Run a structured 1-page ETF screen covering:

    line 6
  2. Distinctive:

    If top 10 > 50%: flag as concentrated, not diversified

    line 21

≈ “Common” is an estimate: at least 1 in 5 of the 350,495 skill files we read have a rule of the same kind, not the same words. “Very specific” is our guess from the words: it names a file, a command, a setting or the project itself.

Keep what fits and drop the rest. Your version, ready for your agents.
Files
SKILL.md

Run a structured 1-page ETF screen covering:

1. WHAT IT IS

  • Full name, index tracked, index provider, fund issuer
  • Strategy in 1 sentence: what does owning this ETF mean you're betting on?
  • Inception date, AUM, average daily volume, expense ratio

2. WHAT YOU ACTUALLY OWN

  • Top 10 holdings with % weight
  • Sector breakdown (% of portfolio)
  • Geographic breakdown if relevant
  • Number of holdings total — how concentrated vs diversified is it really?

3. CONCENTRATION RISK

  • Top 5 holdings as % of total portfolio
  • If top 10 > 50%: flag as concentrated, not diversified
  • Any single-stock dominance (>10% in one name) — name it explicitly

4. FACTOR TILT

  • What factors does this ETF load on? (growth, value, momentum, quality, size, yield)
  • What kind of market environment does it outperform / underperform?
  • Beta vs S&P 500 (high/low/negative)

5. COST & EFFICIENCY

  • Expense ratio vs cheapest alternative covering same exposure
  • Tracking error vs benchmark (if available)
  • Tax efficiency: does it distribute capital gains? (relevant for taxable accounts)

6. THE HONEST 1-LINE VERDICT One sentence: what is this ETF actually good for, and who should own it?

Flag any data older than 2 quarters. Note if the ETF is thinly traded (avg daily volume <$10M) — liquidity matters at exit.

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