etf-analyzer

Installation
SKILL.md

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.

Installs
1
First Seen
7 days ago