Institutional Flow Tracker

**Quick judgment** A strong, well-documented Python/CLI skill for long-term and swing investors who want to systematically track institutional “smart money” flows via 13F filings. It is best suited for users comfortable with running scripts and managing an FMP API key, and works particularly well as a confirmation or risk-monitoring layer on top of other fundamental or technical analysis. **What it does well** - Provides clear workflows for: (1) broad institutional-flow screening, (2) single-stock deep dives, and (3) tracking specific institutions’ portfolios. - Outputs structured markdown reports with executive summaries and breakdowns of ownership trends, concentration, buyer vs. seller activity, and interpretation guidance. - Includes a detailed framework for interpreting signals (strong/moderate bullish/bearish, neutral) and extensive references about 13F data, investor types, and limitations. - Integrates logically with other skills like stock screeners, portfolio managers, and technical analysis for higher-conviction decisions. **Key risks and limitations** - **Data lag**: 13F filings can be up to ~45 days old; this is unsuitable for intraday or very short-term trading and can miss rapid position changes. - **Coverage limits**: Only institutions with >$100M AUM and only long equity positions are reported; shorts, options, and smaller managers are not visible. - **Interpretation risk**: Institutional buying or selling does not guarantee price direction; over-reliance on flows without fundamentals or macro context can be dangerous. - **External dependency**: Functionality and performance depend on FMP’s API availability, quotas, and data quality. **Recommended scenarios** - Medium- to long-term investors (3–12+ month horizon) who want to: - Confirm a stock thesis by checking whether quality institutions are accumulating or distributing. - Discover ideas where institutional ownership is ramping up from relatively low levels. - Monitor an existing portfolio each quarter for early signs of institutional distribution or concentration risk. - Study and follow the reported portfolio moves of specific well-known managers. **Not recommended for** - Intraday or very short-term traders seeking real-time signals. - Users unwilling to work with a command line or obtain/configure an FMP API key. - Strategies heavily focused on micro-cap stocks with minimal institutional presence.