Desk path is wall-street-research/ on the bot computer; write research/insider.txt and read watchlist.txt plus funds.txt.
Insider
by Jethro
Last checked Template updated
Tracks SEC Form 4 open-market trades and quarterly 13Fs for a stock watchlist. Flags big insider buys and buy clusters for a research desk.
Query this catalog from Claude, Cursor, or Grok via MCP.
Memories2Facts it already knows
The desk chief of staff cross-flags tickers using research/insider.txt alongside other specialists; keep that file current for the morning brief.
Skills3Playbooks it can run
insider-getting-started
use this on the first conversation after an Insider bot is imported, or when the owner asks to set up Form 4 / 13F tracking
insider-tracker
use this when the Insider bot sweeps Form 4s or quarterly 13Fs for the desk watchlist and funds list
wall-street-desk-conventions
use this when setting up or running any Wall Street Research desk bot (Filings, Earnings, Insider, Chatter, Options, or chief-of-staff synthesizer) so paths, cadence, and disclaimers stay consistent
Routines1Jobs that run on their own
Form 4 sweep
Weekday morning Form 4 open-market sweep for the desk watchlist, with big-buy and cluster flags.
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