Skip to main content

​
Custom Skills

Build custom skills that combine OMNI Datastream endpoints into reusable workflows for your team.

​
Skill Format

A skill is a Markdown file with frontmatter that describes the workflow: 
---
name: my-custom-skill
description: What this skill does and when to use it.
---

# My Custom Skill

## Endpoints Used
- GET /v1/filings?ticker={ticker}&form=10-K
- GET /v1/intelligence/company?ticker={ticker}

## Process
1. Resolve the entity
2. Fetch latest filings
3. Analyze with intelligence bundle

## Example
\`\`\`bash
curl "https://api.secapi.ai/v1/intelligence/company?ticker=AAPL" \
  -H "x-api-key: $OMNI_DATASTREAM_API_KEY"
\`\`\`

​
Install Your Skill

Save as a .md file and install: 
# Claude Code
cp my-skill.md .claude/skills/my-skill.md

# Or reference from a repo
claude skill install ./path/to/my-skill

​
Skill Components

ComponentRequiredDescription
nameYesUnique identifier for the skill
descriptionYesWhen and how to use the skill
Endpoints UsedRecommendedList of API endpoints the skill calls
ProcessRecommendedStep-by-step workflow
ExampleRecommendedWorking curl or SDK example
GuidelinesOptionalEdge cases and best practices

​
Built-in Skills

OMNI Datastream ships with 8 canonical skills:
SkillUse Case
analyze-company-in-contextCompany briefing with intelligence bundles
decompose-return-and-hedgeReturn attribution and hedge ideas
investigate-filing-footnotesFootnote intelligence (lease, tax, revenue)
make-portfolio-factor-neutralPortfolio neutralization workflows
run-regime-aware-screenRegime-conditioned factor screening
track-insiders-and-13fsInsider activity and ownership tracking
use-live-factor-dashboardLive intraday factor monitoring
write-country-regime-reportCountry macro reports

​
Sharing Skills

Skills are portable Markdown files. Share them via:
  • Git repository (recommended)
  • Direct file sharing
  • npm package (for distribution)

​
Automation

Combine skills with scheduling for automated workflows: 
# Run a skill on a schedule (e.g., daily insider monitoring)
# In Claude Code:
claude run --skill track-insiders-and-13fs --ticker AAPL --schedule "0 9 * * 1-5"