Skill: laimiaohua/valuesider-superinvestor-data (version 1.0.0)

--- name: valuesider-superinvestor-data version: "1.0.0" description: Fetches Superinvestors' 13F portfolio holdings and buy/sell activity from ValueSider (valuesider.com). Use when the user asks for guru portfolio, 13F holdings, superinvestor positions, ValueSider data, or which stocks a fund/manager is buying or selling. tags: ["finance", "13f", "superinvestor", "portfolio", "valuesider", "holdings", "trading-activity"] --- # ValueSider Superinvestor Data Dynamically fetches portfolio and trading activity for value investors (Superinvestors) from ValueSider, based on SEC 13F filings. **Real-time flow**: fetch page with web_fetch → parse with script → return JSON. ## When to use - User asks for a **Superinvestor / guru portfolio** (e.g. Warren Buffett, Mason Hawkins, Longleaf Partners). - User asks for **13F holdings** or **what stocks does [manager/fund] own**. - User asks for **buy/sell activity** (what is [guru] buying or selling). - User mentions **ValueSider** or **valuesider.com** in the context of portfolio data. ## Real-time flow (recommended) ValueSider often returns 403 for direct HTTP requests. Use **web fetch** to get page content, then **parse** with the script. ### Step 1: Resolve guru slug - If the user gave a name (e.g. "Mason Hawkins"), use a known slug such as `mason-hawkins-longleaf-partners`, or fetch `https://valuesider.com/value-investors` with web_fetch and find the matching link (slug is the path between `/guru/` and `/portfolio`). - Common slugs: [REDACTED_SECRET], `mason-hawkins-longleaf-partners`, `seth-klarman-baupost-group`, [REDACTED_SECRET]. ### Step 2: Fetch both pages with web_fetch - **Portfolio**: `https://valuesider.com/guru/{guru_slug}/portfolio` - **Activity**: `https://valuesider.com/guru/{guru_slug}/portfolio-activity` Call web_fetch (or equivalent) for each URL and keep the returned text content. ### Step 3: Parse content to JSON Save the portfolio response to a temp file (e.g. `_portfolio.txt`), activity to `_activity.txt`. Then run: ```bash # From the skill directory (valuesider-superinvestor-data/) python scripts/parse_fetched_content.py --type portfolio --file _portfolio.txt --guru-slug <guru_slug> --source-url "https://valuesider.com/guru/<guru_slug>/portfolio" python scripts/parse_fetched_content.py --type activity --file _activity.txt --guru-slug <guru_slug> --source-url "https://valuesider.com/guru/<guru_slug>/portfolio-activity" ``` Or pipe content from stdin (no `--file`): ```bash python scripts/parse_fetched_content.py --type portfolio --guru-slug mason-hawkins-longleaf-partners < _portfolio.txt ``` Output is JSON: portfolio has `summary` + `holdings`; activity has `activities` (quarter, ticker, stock_name, activity_type, share_change, pct_change_to_portfolio, reported_price, pct_of_portfolio). ### Step 4: Present results Summarize `summary` (period, portfolio value, number of holdings), list top holdings or recent buys/sells from the parsed JSON. Data is from ValueSider; do not present as financial advice. --- ## Alternative: direct fetch script (when not 403) If the environment allows (e.g. no 403), you can use the request-based script: ```bash # List gurus (may 403) python scripts/fetch_valuesider.py --list-gurus --limit 100 # Fetch one guru (may 403) python scripts/fetch_valuesider.py <guru_slug> python scripts/fetch_valuesider.py <guru_slug> --portfolio-only python scripts/fetch_valuesider.py <guru_slug> --activity-only ``` Requires: `pip install -r requirements.txt` (requests, beautifulsoup4). On 403, use the real-time flow above instead. ## Data source - Portfolio: `https://valuesider.com/guru/{guru_slug}/portfolio` - Activity: `https://valuesider.com/guru/{guru_slug}/portfolio-activity` - Guru list: `https://valuesider.com/value-investors`


Security scan verdicts — ClawScan: clean | static analysis: clean | VirusTotal: clean | SkillSpector: suspicious (MEDIUM)