Automate a 13F Review with Claude Code

export SECAPI_API_KEY="your_api_key"
export MANAGER_CIK="0001067983"
mkdir 13f-review && cd 13f-review

import { writeFile } from "node:fs/promises";

const cik = process.env.MANAGER_CIK;
const apiKey = process.env.SECAPI_API_KEY;
if (!cik || !apiKey) throw new Error("MANAGER_CIK and SECAPI_API_KEY are required");

const response = await fetch("https://api.secapi.ai/v1/owners/13f/compare", {
  method: "POST",
  headers: { "x-api-key": apiKey, "content-type": "application/json" },
  body: JSON.stringify({ cik, limit: 50 }),
});
if (!response.ok) throw new Error(`SEC API ${response.status}: ${await response.text()}`);

const comparison = await response.json();
await writeFile("13f-comparison.json", JSON.stringify(comparison, null, 2));
console.log(JSON.stringify({
  managerName: comparison.managerName,
  currentFilingDate: comparison.currentFilingDate,
  previousFilingDate: comparison.previousFilingDate,
  rows: comparison.rows?.length ?? 0,
  requestId: comparison.requestId,
}, null, 2));

Read 13f-comparison.json. Create 13f-review.md with sections for added, removed,
and changed rows. For every row retain issuer, CUSIP, previous and current shares,
the two filing dates, and any accession or filing URL returned by the API. Do not
describe a change as a trade, current holding, or investment thesis. Add a short
"Review required" note that points the reader to the source filings.

curl --get --fail-with-body -H "x-api-key: $SECAPI_API_KEY" \
  --data-urlencode "cik=$MANAGER_CIK" --data-urlencode "limit=8" \
  "https://api.secapi.ai/v1/owners/13f/filings" \
  | jq '{data, requestId, traceparent, provenance}'