DataRoma Superinvestors via Markdown
Consult DataRoma through defuddle markdown pages and return clean, agent-friendly summaries.
Core URLs
- Index of active managers:
https://defuddle.md/https://dataroma.com/m/home.php - Holdings by manager code:
https://defuddle.md/https://dataroma.com/m/holdings.php?m={managerCode} - Activity (all):
https://defuddle.md/https://dataroma.com/m/m_activity.php?m={managerCode}&typ=a - Activity (buys):
https://defuddle.md/https://dataroma.com/m/m_activity.php?m={managerCode}&typ=b - Activity (sells):
https://defuddle.md/https://dataroma.com/m/m_activity.php?m={managerCode}&typ=s
For URL templates, parsing expectations, and examples, read references/endpoints.md.
Workflow
- Fetch manager index from
home.phpvia defuddle. - Resolve the requested manager and extract the
m=code from the holdings link. - Fetch holdings for that manager.
- Fetch activity with
typ=a, and optionallytyp=bortyp=sif user asks specifically. - Return a concise markdown report prioritizing holdings quality and recent moves.
Output Contract
Use this structure by default:
Manager Snapshot- Manager name
- Period
- Portfolio date
- Number of stocks
- Portfolio value
Top Holdings- 8-15 rows prioritized by
% of Portfolio - Columns:
Ticker | Company | % Portfolio | Recent Activity | Shares | Reported Price | Value
- 8-15 rows prioritized by
Recent Movements- Group notable rows by
Add,Reduce,Buy,Sell - Include
share changeand% change to portfoliowhen available
- Group notable rows by
Quick Take- 2-5 bullets with actionable interpretation (concentration, largest adds/reduces, unusual moves)
Sources- Include DataRoma original URLs and the defuddle URL used
Data Quality and Fallback Rules
- If manager name is ambiguous or not found, offer 3-5 close candidates from the index and ask user to choose.
- If activity markdown is noisy or incomplete, prioritize holdings and state the limitation explicitly.
- Preserve original DataRoma links for traceability.
- Treat this as informational market data; avoid financial advice language.
- If a field is missing, show
N/Ainstead of inferring values.