Analyze institutional capital changes and insider activity
A detailed brief explaining which managers drove changes in a stock's institutional ownership, whether insider Form 4 activity corroborates the trend, and the specific SEC filing evidence supporting these findings.
How it works
The agent receives a stock ticker and calls the capital_change_brief tool. It analyzes the response to identify the largest disclosed changes in 13F positions and checks for qualifying Form 4 purchases or sales over the last 180 days. The agent must verify the outcome status (complete, partial, or uncertain), review the headline and counts, and cite the specific SEC evidence IDs and links provided in the response. It should also note any coverage limitations or quality artifacts that might affect the interpretation of the data.
Prompt
Paste this into an agent that has the servers below connected. Adjust the names and dates to your own.
Use Arkolith's capital_change_brief for [TICKER]. Explain what changed in reported institutional ownership, name the largest disclosed drivers, check qualifying Form 4 purchases and sales, and cite the relevant SEC evidence. State the outcome and coverage limitations before interpreting corroboration. If direction is withheld, explain quality_artifacts, including any example omitted from the ranked rows. Do not infer exact trade dates, real-time flows, intent, or investment advice.MCP servers it needs
Source
The vendor page this playbook is drawn from, and the passage that supports it.
Arkolith compares each tracked manager's latest reported 13F position with its prior comparable filing, checks qualifying Form 4 purchases and sales, and returns the coverage limits and SEC evidence with the answer.Explain what changed for a stock | Arkolith