> ## Documentation Index
> Fetch the complete documentation index at: https://docs.secapi.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Scheduled SEC Analysis with Claude Code

> Use Claude Code cron skills to run recurring SEC analysis workflows with SEC API. Build a weekly 13F comparison report that runs every Friday evening.

Claude Code can run scheduled tasks using cron skills, combining the SEC API with AI-powered analysis on a recurring cadence. In this tutorial you will set up a weekly 13F portfolio comparison report that runs every Friday evening and summarizes how major funds changed their positions.

## Prerequisites

* An SEC API key (set as `SECAPI_API_KEY`)
* [Claude Code](https://claude.com/claude-code) installed and authenticated
* Familiarity with [Custom Skills](/custom-skills) (recommended)
* (Optional) Familiarity with the [Monitor 13F Holdings](/tutorials/monitor-13f-holdings) tutorial

## What you will build

A scheduled Claude Code skill that:

1. Runs every Friday at 6:00 PM
2. Fetches the latest 13F filings for a list of funds
3. Compares current holdings to previous quarter
4. Generates a summary of new positions, exits, and significant changes
5. Saves the report as a Markdown file

## Step 1 --- Create the analysis skill

Create a skill file that defines the 13F comparison workflow. Save it as `.claude/skills/weekly-13f-review.md` in your project:

````markdown theme={null}
---
name: weekly-13f-review
description: >
  Compare 13F holdings for major funds between the current and previous quarter.
  Identify new positions, exits, and significant weight changes.
---

# Weekly 13F Portfolio Review

## Endpoints Used
- GET /v1/owners/13f?cik={cik}&reportDate={reportDate}

## Fund Watchlist
- Berkshire Hathaway (CIK: 0001067983)
- Bridgewater Associates (CIK: 0001350694)
- Renaissance Technologies (CIK: 0001037389)
- Citadel Advisors (CIK: 0001423053)
- Two Sigma Investments (CIK: 0001179392)

## Process

1. For each fund in the watchlist, fetch the most recent 13F filing:
   ```bash
   curl -H "x-api-key: $SECAPI_API_KEY" \
     "https://api.secapi.ai/v1/owners/13f?cik=0001067983&limit=1"
````

2. Fetch the previous quarter 13F for comparison:
   ```bash theme={null}
   curl -H "x-api-key: $SECAPI_API_KEY" \
     "https://api.secapi.ai/v1/owners/13f?cik=0001067983&limit=1&reportDate=2024-09-30"
   ```

3. Compare holdings between quarters:
   * New positions (in current but not previous)
   * Exited positions (in previous but not current)
   * Increased positions (shares up >10%)
   * Decreased positions (shares down >10%)

4. Calculate portfolio concentration:
   * Top 10 holdings by market value
   * Percentage of total portfolio in top 10

5. Generate a formatted report with sections for each fund.

## Output Format

Save the report as `reports/13f-weekly-{date}.md` with this structure:

```
# 13F Weekly Review - {date}

## Berkshire Hathaway
### New Positions
- TICKER: X,XXX shares ($X.XM)

### Exited Positions
- TICKER: was X,XXX shares

### Significant Changes
- TICKER: +XX% (X,XXX -> Y,YYY shares)

### Top 10 Holdings
| Rank | Ticker | Shares | Value | % of Portfolio |
...

## Bridgewater Associates
...
```

## Guidelines

* Only flag changes where share count moved more than 10%
* Include dollar values where available
* Note the filing date and period of report for each 13F
* If a fund has not filed a new 13F since last run, note that

````

## Step 2 --- Install the skill

```bash
# From your project root
mkdir -p .claude/skills
cp weekly-13f-review.md .claude/skills/weekly-13f-review.md
````

Verify the skill is recognized:

```bash theme={null}
claude skill list
```

You should see `weekly-13f-review` in the output.

## Step 3 --- Test the skill manually

Run the skill once to verify it works:

```bash theme={null}
claude "Run the weekly-13f-review skill for this week"
```

Claude Code will:

1. Call the SEC API for each fund
2. Compare current and previous quarter holdings
3. Generate the report
4. Save it to `reports/13f-weekly-2024-12-13.md`

Review the output to make sure the data looks correct.

## Step 4 --- Set up the cron schedule

Create a cron skill configuration to run the analysis on a schedule. Add this to `.claude/skills/cron-13f-review.md`:

```markdown theme={null}
---
name: cron-13f-review
description: "Scheduled trigger for weekly 13F review every Friday at 6 PM"
cron: "0 18 * * 5"
skill: weekly-13f-review
---

# Cron: Weekly 13F Review

Runs `weekly-13f-review` every Friday at 18:00 local time.

## On Success
- Save report to `reports/` directory
- Print summary to stdout

## On Failure
- Retry once after 5 minutes
- Log error to `reports/13f-errors.log`
```

## Step 5 --- Configure the environment

Make sure your API key is available to scheduled runs. Add it to your shell profile or a `.env` file:

```bash theme={null}
# In ~/.zshrc or ~/.bashrc
export SECAPI_API_KEY="<your-api-key>"
```

Or create a `.env` file in your project root:

```
SECAPI_API_KEY=<your-api-key>
```

## Step 6 --- Verify the schedule

Check that the cron skill is registered:

```bash theme={null}
claude skill list --scheduled
```

You should see:

```
cron-13f-review    0 18 * * 5    weekly-13f-review    active
```

## Example report output

After the skill runs, you will find a report like this in `reports/13f-weekly-2024-12-13.md`:

```markdown theme={null}
# 13F Weekly Review - 2024-12-13

## Berkshire Hathaway
*Filed: 2024-11-14 | Period: 2024-09-30*

### New Positions
- SU (Suncor Energy): 5,250,000 shares ($210.5M)

### Exited Positions
- HP (Helmerich & Payne): was 2,604,637 shares
- PARA (Paramount Global): was 63,316,002 shares

### Significant Changes
- OXY (Occidental Petroleum): +12% (255,281,524 -> 285,915,108 shares)
- CB (Chubb Limited): -15% (27,033,784 -> 22,978,716 shares)

### Top 10 Holdings
| Rank | Ticker | Shares | Value ($M) | % of Portfolio |
|------|--------|--------|------------|----------------|
| 1 | AAPL | 400,000,000 | 91,600 | 28.1% |
| 2 | AXP | 151,610,700 | 42,451 | 13.0% |
| 3 | BAC | 680,233,587 | 30,274 | 9.3% |
| 4 | KO | 400,000,000 | 28,400 | 8.7% |
| 5 | CVX | 118,610,534 | 18,553 | 5.7% |
...

## Renaissance Technologies
*Filed: 2024-11-14 | Period: 2024-09-30*

### New Positions
- SMCI (Super Micro Computer): 1,200,000 shares ($48.6M)
...
```

## Extending the workflow

### Add email delivery

Modify the skill to send the report via email after generation:

```markdown theme={null}
## On Success
- Save report to `reports/` directory
- Email report to `team@yourcompany.com` using the configured SMTP skill
```

### Add Slack posting

Add a step to post the executive summary to Slack:

```bash theme={null}
# After generating the report, post a summary
curl -X POST -H "Content-Type: application/json" \
  -d "{\"text\": \"Weekly 13F Review is ready. $(head -20 reports/13f-weekly-$(date +%Y-%m-%d).md)\"}" \
  "$SLACK_WEBHOOK_URL"
```

### Compare across quarters

Extend the skill to look at trends over multiple quarters instead of just the most recent change:

```markdown theme={null}
## Extended Process
- Fetch 13F data for the last 4 quarters
- Calculate rolling position changes
- Identify consistent accumulators and distributors
```

## Troubleshooting

| Problem                       | Solution                                                                                                                              |
| ----------------------------- | ------------------------------------------------------------------------------------------------------------------------------------- |
| Skill not found               | Verify the file is in `.claude/skills/` and the frontmatter `name` field is correct. Run `claude skill list` to confirm.              |
| API key not available in cron | Make sure `SECAPI_API_KEY` is exported in your shell profile, not just the current session.                                           |
| Report is empty               | Check that the CIKs in the watchlist are correct. Test with a single fund first using `curl` directly.                                |
| Cron not firing               | Verify the cron expression `0 18 * * 5` is correct for your timezone. Check `claude skill list --scheduled`.                          |
| Stale data                    | 13F filings are quarterly. If no new filing has been published since the last run, the report will show no changes. This is expected. |

## Next steps

* **Add more funds**: Expand the watchlist in the skill file with additional CIKs.
* **Combine with insider data**: Cross-reference 13F changes with [insider trading patterns](/tutorials/analyze-insider-trading) for a complete ownership picture.
* **Track specific stocks**: Create a variant skill that monitors which funds hold a specific ticker and alerts when ownership changes.

See the [Custom Skills](/custom-skills) guide for more on building and scheduling Claude Code skills.