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llmquant-etfs

llmquant-etfs

github.com/llmquantData & databases236508 installsUpdated 22w ago
Repository

About llmquant-etfs

llmquant-etfs is a skill that routes ETF analysis to a holdings and exposure workflow. It uses LLMQuant Data where available and requires reporting data dates, sources, stale flags, and coverage gaps.

Key features

  1. 01ETF holdings and exposure workflow
  2. 02Ticker and comparison-universe routing
  3. 03Reporting of sources and as-of dates
  4. 04Fallback for unsupported data coverage

Use cases

  1. 01Compare ETF holdings and overlap
  2. 02Review concentration and exposure
  3. 03Handle ETFs without available holdings data

MCP support

The skill can use LLMQuant Data or a compatible data MCP for holdings, fund metadata, prices, and coverage information.

Install

Copy the command and run it in a terminal.

$npx skills add https://github.com/llmquant/skills --skill llmquant-etfs

After installing, type/llmquant-etfsin Claude Code to confirm it loaded.

Bundled files

References and scripts installed along with SKILL.md.

assets/
.gitkeep
scripts/
.gitkeep
workflows/
etf-overlap-report.md

Details

From the project README

LLMQuant ETFs

This category routes ETF analysis tasks to holdings and exposure workflows.

Routing Rules

  1. Identify the ETF tickers, comparison universe, as-of date, and required output.
  2. Select the closest workflow below.
  3. Open only the selected workflow and required local resources.
  4. Use LLMQuant Data for holdings, fund metadata, prices, and coverage notices.
  5. Report holdings as_of_date, source, stale flags, unsupported tickers, and missing fields.

Workflow Index

User intentWorkflow
Compare ETF holdings, overlap, concentration, and exposure.workflows/etf-overlap-report.md

LLMQuant Data Contract

Prefer LLMQuant Data when available. The workflows may need these data capabilities:

  • Look up ETF identity, issuer, category, expense ratio, market price, NAV, and coverage status.
  • Retrieve ETF holdings with weights, identifiers, sectors, countries, source, and holdings as-of date.
  • Compare ETF holdings overlap, top-name concentration, and exposure breakdowns.
  • Retrieve price history, fund-flow history, and sector exposure history when available.

Fallback:

  • If holdings coverage is unsupported, report the unsupported ticker and the ETF identifiers needed.
  • If LLMQuant Data or a compatible data MCP is unavailable, ask the user for issuer holdings files or holdings tables.
  • Do not approximate holdings from memory.

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