How do I install the Etf Analyzer skill?

Run npx skillmds@latest add yonatangross/etf-analyzer in your terminal (requires Node.js), paste this page's agent-chat prompt into Claude, Cursor, or any MCP-connected agent, or download the SKILL.md file and copy it into your agent's skills directory.

Is Etf Analyzer safe to use?

This skill has not completed SkillMD's automated safety review yet. SkillMD never runs a skill's scripts for you; review the SKILL.md before installing.

Which AI agents work with Etf Analyzer?

This skill is tagged as working with Claude Code, Claude.ai, OpenAI Codex. SKILL.md is an open format, so most agents that read a skills directory can load it too.

Is Etf Analyzer free to use?

Yes. Installing skills from SkillMD is free. This skill is licensed under MIT.

Who published Etf Analyzer?

yonatangross (@yonatangross) published this skill. Their other Agent Skills are listed on their SkillMD profile.

Etf Analyzer by yonatangross — Agent Skill

Name: Etf Analyzer
Author: yonatangross

Etf Analyzer

Analyze ETFs — holdings composition, sector and geographic exposure, expense ratio, and index-tracking error. Use when the user asks about an ETF ticker (SPY, QQQ, VTI, etc.), wants to compare two ETFs, check overlap between funds, or understand what an ETF holds and costs. Provides top-holdings breakdown, overlap percentage, cost comparison, and tracking-error context. Do NOT use for individual-stock analysis (use global-stock-analysis) or Israeli mutual funds.

yonatangross 779616b 15 files · 49.1 KB Updated Sep 17, 2026

File contents

ETF Analyzer

Instructions

Step 1 — Resolve the ETF and issuer

Confirm the ticker (SPY, QQQ, VTI). Distinguish plain index ETFs from leveraged / inverse / synthetic products (they behave differently).

Step 2 — Pull holdings, expense ratio, AUM

Run: python scripts/etf_holdings.py --ticker QQQ Top holdings and weights, net expense ratio, assets under management. The expense ratio is resolved across candidate keys and yfinance funds_data and tagged with an expense_ratio_source; it is null (with source "unavailable — see issuer factsheet") only when every source is genuinely absent. Add --compare VOO for weight-based overlap between two funds.

Step 3 — Exposure

Sector and geographic breakdown; top-10 concentration.

Step 4 — Compare (two ETFs)

Overlap % by shared-holding weight; cost delta; tracking-error context. See references/etf-metrics.md.

Examples

User says: "How much does VTI overlap with VOO?" Result: overlap % + the shared mega-cap weight + expense-ratio delta.

User says: "Show me what QQQ holds." Result: top holdings with weights, expense ratio (with its source) and AUM — plus, if a visual helps, an optional interactive holdings chart via python scripts/chart.py --ticker QQQ --out QQQ.html.

Visualization (optional)

A chart is produced only when it makes the answer clearer or the user asks to see one — it is never forced and never ASCII. When useful, run: python scripts/chart.py --ticker QQQ --out QQQ.html python scripts/chart.py --ticker VTI --compare VOO --out vti-voo.html Each writes one self-contained interactive HTML file (inline SVG): a top-holdings composition bar chart with an expense-ratio + AUM readout, or a two-ETF overlap view with the overlap % and cost delta. It has a hover tooltip, a table view, and a light/dark toggle. The text answer stands on its own without it.

Gotchas

Holdings disclosure lags (daily for many; monthly for some).
Leveraged / inverse ETFs reset daily — not buy-and-hold proxies.
Expense ratio is not total cost (spread and tracking error matter).

Troubleshooting

Error: "No holdings data"

Cause: some issuers disclose on a delay. Solution: use the latest available disclosure and note the as-of date.

Bundled Resources

scripts/etf_holdings.py — holdings, expense ratio (+ source), AUM, and pair overlap as JSON.
scripts/provider.py — robust yfinance provider: retry-then-raise, resolve() across expense-ratio synonyms, funds_data fallback, overlap math.
scripts/viz.py — optional self-contained interactive HTML holdings/overlap chart generator.
scripts/htmlshell.py — shared palette + CSS/JS + XSS-safe page assembler reused by viz.py.
scripts/chart.py — optional chart orchestrator (see Visualization above).
references/etf-metrics.md — overlap, tracking error, cost methodology.

---name: etf-analyzerdescription: Analyze ETFs — holdings composition, sector and geographic exposure, expense ratio, and index-tracking error. Use when the user asks about an ETF ticker (SPY, QQQ, VTI, etc.), wants to compare two ETFs, check overlap between funds, or understand what an ETF holds and costs. Provides top-holdings breakdown, overlap percentage, cost comparison, and tracking-error context. Do NOT use for individual-stock analysis (use global-stock-analysis) or Israeli mutual funds.license: MIT---# ETF Analyzer## Instructions### Step 1 — Resolve the ETF and issuerConfirm the ticker (SPY, QQQ, VTI). Distinguish plain index ETFs fromleveraged / inverse / synthetic products (they behave differently).### Step 2 — Pull holdings, expense ratio, AUMRun: python scripts/etf_holdings.py --ticker QQQTop holdings and weights, net expense ratio, assets under management. The expenseratio is resolved across candidate keys and yfinance funds_data and tagged withan expense_ratio_source; it is null (with source "unavailable — see issuerfactsheet") only when every source is genuinely absent. Add --compare VOO forweight-based overlap between two funds.### Step 3 — ExposureSector and geographic breakdown; top-10 concentration.### Step 4 — Compare (two ETFs)Overlap % by shared-holding weight; cost delta; tracking-error context. Seereferences/etf-metrics.md.## ExamplesUser says: "How much does VTI overlap with VOO?"Result: overlap % + the shared mega-cap weight + expense-ratio delta.User says: "Show me what QQQ holds."Result: top holdings with weights, expense ratio (with its source) and AUM — plus,if a visual helps, an optional interactive holdings chart via`python scripts/chart.py --ticker QQQ --out QQQ.html`.## Visualization (optional)A chart is produced only when it makes the answer clearer or the user asks to seeone — it is never forced and never ASCII. When useful, run: python scripts/chart.py --ticker QQQ --out QQQ.html python scripts/chart.py --ticker VTI --compare VOO --out vti-voo.htmlEach writes one self-contained interactive HTML file (inline SVG): a top-holdingscomposition bar chart with an expense-ratio + AUM readout, or a two-ETF overlapview with the overlap % and cost delta. It has a hover tooltip, a table view, anda light/dark toggle. The text answer stands on its own without it.## Gotchas- Holdings disclosure lags (daily for many; monthly for some).- Leveraged / inverse ETFs reset daily — not buy-and-hold proxies.- Expense ratio is not total cost (spread and tracking error matter).## Troubleshooting### Error: "No holdings data"Cause: some issuers disclose on a delay.Solution: use the latest available disclosure and note the as-of date.## Bundled Resources- scripts/etf_holdings.py — holdings, expense ratio (+ source), AUM, and pair overlap as JSON.- scripts/provider.py — robust yfinance provider: retry-then-raise, resolve() across expense-ratio synonyms, funds_data fallback, overlap math.- scripts/viz.py — optional self-contained interactive HTML holdings/overlap chart generator.- scripts/htmlshell.py — shared palette + CSS/JS + XSS-safe page assembler reused by viz.py.- scripts/chart.py — optional chart orchestrator (see Visualization above).- references/etf-metrics.md — overlap, tracking error, cost methodology.

Frequently asked questions