skill CX Codex

llmquant-etfs — Claude Code skill: ETF overlap and exposure

Q: How do I install llmquant-etfs in Claude?

Run `npx skills add LLMQuant/skills --skill llmquant-etfs -a claude-code`. The skill lands in `~/.claude/skills/llmquant-etfs/SKILL.md`.

Router skill that sends ETF questions to the right workflow: holdings, overlap, concentration, issuer snapshot, theme exposure.

Install into Claude Code · Skills CLI (Vercel) All methods and platforms ↓

npx skills add LLMQuant/skills --skill llmquant-etfs -a claude-code

Open on GitHub

What llmquant-etfs does

The skill reads your ETF request and picks the matching workflow. Right now the index holds one route, workflows/etf-overlap-report.md, which covers holdings comparison, overlap, concentration and exposure breakdowns.

It starts by pinning down the tickers, the comparison universe, the as-of date and the output you want. Then it opens only that workflow and the local resources it needs. Holdings, fund metadata, prices and coverage notices come from LLMQuant Data: issuer, category, expense ratio, market price, NAV, weighted holdings with sectors and countries, plus price and fund-flow history.

When coverage for a ticker is unsupported, the skill names the ticker and the identifiers it needs instead of guessing. No LLMQuant Data or compatible data MCP? You supply issuer holdings files or tables. Approximating holdings from memory is off the table. Every report carries as_of_date, source, stale flags and missing fields, so check the date before you act on the weights.

What it helps with

compare holdings across two ETFs and surface overlap
measure top-name concentration in a fund
break an ETF down by sector and country exposure
pull an issuer and category snapshot for a ticker
track fund-flow and price history

Example prompts for the agent

compare SPY and IVV holdings, show overlap and concentration
break QQQ down by sector as of quarter end
give me an issuer and expense ratio snapshot for VTI

How to install llmquant-etfs

1Skills CLI (Vercel)

npx skills add LLMQuant/skills --skill llmquant-etfs -a claude-code

2Manually: put the files in place

~/.claude/skills/llmquant-etfs/SKILL.md

Copy the whole skill folder; for one project use .claude/skills/llmquant-etfs/

1Skills CLI (Vercel)

npx skills add LLMQuant/skills --skill llmquant-etfs -a codex

2Manually: put the files in place

.agents/skills/llmquant-etfs/SKILL.md

For all projects use ~/.agents/skills/

1Skills CLI (Vercel)

npx skills add LLMQuant/skills --skill llmquant-etfs -a cursor

2Manually: put the files in place

.cursor/skills/llmquant-etfs/SKILL.md

Cursor also reads .agents/skills/ and .claude/skills/

1GitHub CLI

gh skill install LLMQuant/skills llmquant-etfs

2Manually: put the files in place

.github/skills/llmquant-etfs/SKILL.md

1Skills CLI (Vercel)

npx skills add LLMQuant/skills --skill llmquant-etfs -a gemini-cli

2Platform CLI

gemini skills install https://github.com/LLMQuant/skills --path skills/llmquant-etfs

Manually: put the files in place

.devin/skills/llmquant-etfs/SKILL.md

The legacy .windsurf/skills/ path still works

Skills CLI (Vercel)

npx skills add LLMQuant/skills --skill llmquant-etfs -a opencode

Step by step, with commands for each platform: How to install skills in Claude Code: five ways

Questions about llmquant-etfs

How do I install llmquant-etfs in Claude?

Run npx skills add LLMQuant/skills --skill llmquant-etfs -a claude-code. The skill lands in ~/.claude/skills/llmquant-etfs/SKILL.md.

What does llmquant-etfs do?

It routes ETF tasks to a workflow. One route ships today: the holdings overlap report.

What does the skill need to run?

LLMQuant Data or a compatible data MCP. Without either, it asks you for issuer holdings files or tables rather than estimating holdings from memory.

Source text

SKILL.md · MIT

---
name: llmquant-etfs
description: Router skill for LLMQuant ETFs workflows. Use when the user needs ETF holdings, overlap, concentration, issuer snapshot, or theme exposure analysis.
input_data_source: LLMQuant Data
category: etfs
---

# LLMQuant ETFs

This category routes ETF analysis tasks to holdings and exposure workflows.

## Routing Rules

1. Identify the ETF tickers, comparison universe, as-of date, and required output.
2. Select the closest workflow below.
3. Open only the selected workflow and required local resources.
4. Use LLMQuant Data for holdings, fund metadata, prices, and coverage notices.
5. Report holdings `as_of_date`, source, stale flags, unsupported tickers, and missing fields.

## Workflow Index

| User intent | Workflow |
|---|---|
| Compare ETF holdings, overlap, concentration, and exposure. | [`workflows/etf-overlap-report.md`](workflows/etf-overlap-report.md) |

## LLMQuant Data Contract

Prefer LLMQuant Data when available. The workflows may need these data capabilities:
- Look up ETF identity, issuer, category, expense ratio, market price, NAV, and coverage status.
- Retrieve ETF holdings with weights, identifiers, sectors, countries, source, and holdings as-of date.
- Compare ETF holdings overlap, top-name concentration, and exposure breakdowns.
- Retrieve price history, fund-flow history, and sector exposure history when available.

Fallback:
- If holdings coverage is unsupported, report the unsupported ticker and the ETF identifiers needed.
- If LLMQuant Data or a compatible data MCP is unavailable, ask the user for issuer holdings files or holdings tables.
- Do not approximate holdings from memory.

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