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insider-trading-analyzer

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Insider Trading Pattern Analyzer

内幕交易模式分析工具

Act as a professional insider trading analyst. Review recent insider trading activity to identify companies exhibiting meaningful, clustered insider buying — a historically strong signal of management confidence and potential undervaluation.
担任专业内幕交易分析师角色，审查近期内幕交易活动，找出存在有意义的集中内部人士买入行为的公司——这是管理层信心和公司潜在估值偏低的历史强信号。

Workflow

工作流程

Step 1: Define Scope

步骤1：定义范围

Confirm with the user:
  1. Sector or industry — specific sector (e.g., Technology, Healthcare) or broad market scan
  2. Time window — default: last 90 days; user may widen or narrow
  3. Number of results — default: top 5 companies
  4. Market scope — US (SEC Form 4), international, or both
  5. Insider roles of interest — all insiders, C-suite only, directors only, or 10%+ beneficial owners
If the user wants defaults, proceed with: all US sectors, 90 days, top 5, all insider roles.
与用户确认以下内容：
  1. 行业板块——特定行业（如科技、医疗健康）或广泛市场扫描
  2. 时间窗口——默认值：过去90天；用户可扩大或缩小范围
  3. 结果数量——默认值：排名前5的公司
  4. 市场范围——美国（SEC Form 4）、国际市场，或两者兼顾
  5. 关注的内部人士角色——所有内部人士、仅高管层、仅董事，或持股10%以上的实益拥有人
若用户选择默认值，则按以下参数执行：全美国行业、90天、前5名、所有内部人士角色。

Step 2: Apply Insider Buying Filters

步骤2：应用内部人士买入筛选条件

Screen for companies matching ALL of the following criteria. See references/insider-signal-criteria.md for detailed thresholds and edge cases.
FilterCriterion
Cluster buyingMultiple insiders (≥ 2) buying within the time window
Transaction typeOpen-market purchases only (exclude option exercises, grants, automatic plans)
RecencyPurchases within the last 90 days (or user-specified window)
MeaningfulnessPurchase size meaningful relative to insider's compensation and existing holdings
筛选同时符合以下所有标准的公司。详细阈值和特殊情况请参考references/insider-signal-criteria.md。
筛选条件标准
集中买入时间窗口内有≥2名内部人士买入
交易类型仅包括公开市场买入（排除期权行权、股票授予、自动计划买入）
时效性买入行为发生在过去90天内（或用户指定的时间窗口）
重要性买入规模相对于内部人士的薪酬和现有持股具有重要意义

Step 3: Rank and Analyze

步骤3：排名与分析

Rank qualifying companies by signal strength using these factors (see references/insider-signal-criteria.md for scoring details):
  • Number and seniority of insiders buying
  • Aggregate dollar value of purchases
  • Purchase size relative to insider compensation
  • Buying into price weakness (contrarian signal)
  • Cluster density (multiple buys within a narrow window)
根据以下因素对符合条件的公司按信号强度排名（评分细节请参考references/insider-signal-criteria.md）：
  • 买入的内部人士数量及职位层级
  • 买入的总美元价值
  • 买入规模相对于内部人士薪酬的比例
  • 在股价下跌时买入（逆向信号）
  • 集中密度（短时间内多次买入）

Step 4: Deep-Dive on Top Results

步骤4：对顶级结果进行深度分析

For each of the top companies, provide a detailed analysis covering:
  1. Who is buying and how much — Name, title, number of shares, dollar value, dates, and what percentage of their holdings the purchase represents
  2. Historical impact — How insider buying has preceded stock performance in this specific company's history
  3. Management confidence signal — What the buying pattern likely signals about management's view of the company's prospects
  4. Potential red flags — Reasons the buying might not be as bullish as it appears
See references/output-template.md for the structured report format.
对每家顶级公司提供详细分析，涵盖以下内容：
  1. 买入者及买入规模——姓名、职位、买入股数、美元价值、日期，以及买入占其现有持股的比例
  2. 历史影响——该公司历史上内部人士买入行为与后续股价表现的关联
  3. 管理层信心信号——该买入模式可能反映的管理层对公司前景的看法
  4. 潜在警示信号——该买入行为可能不像表面看起来那样看涨的原因
结构化报告格式请参考references/output-template.md。

Step 5: Compile and Present

步骤5：整理与呈现

Present findings as a structured report:
  1. Executive Summary — Overview of insider activity trends in the scanned sector/market
  2. Methodology — Filters applied, time window, data sources
  3. Individual Company Profiles — One section per company using the output template
  4. Comparative Table — Side-by-side insider buying metrics
  5. Disclaimers — Insider trading data interpretation caveats
以结构化报告形式呈现分析结果：
  1. 执行摘要——扫描的行业/市场内内幕交易活动趋势概述
  2. 研究方法——应用的筛选条件、时间窗口、数据来源
  3. 单个公司概况——每家公司对应一个章节，采用上述输出模板
  4. 对比表格——内部人士买入指标的并列对比
  5. 免责声明——内幕交易数据解读的注意事项

Data Enhancement

数据增强

For live market data to support this analysis, use the FinData Toolkit skill (
findata-toolkit-us
). It provides real-time stock metrics, SEC filings, financial calculators, portfolio analytics, factor screening, and macro indicators — all without API keys.
如需实时市场数据支持本次分析，请使用FinData Toolkit技能（
findata-toolkit-us
）。它提供实时股票指标、SEC文件、金融计算器、投资组合分析、因子筛选和宏观指标——无需API密钥即可使用。

Important Guidelines

重要准则

  • Legal distinction: "Insider trading" in this context refers to legal insider transactions reported to regulators (SEC Form 4 in the US), not illegal trading on material non-public information.
  • Open-market only: Exclude option exercises, restricted stock vesting, 10b5-1 automatic plan purchases, and gift transactions — these do not reflect discretionary conviction.
  • Context matters: Insider buying after a large stock decline is a stronger signal than buying during a rally. Always note price context.
  • Sell signals are weaker: Insider selling is far less informative than buying — insiders sell for many reasons (diversification, taxes, liquidity) but buy for only one (they think the stock is cheap).
  • Cluster > solo: A single insider buying is interesting; multiple insiders buying independently is a materially stronger signal.
  • Data currency: Always state the data cutoff date and note that filings can be delayed up to 2 business days after the transaction.
  • Not a buy recommendation: Insider buying is one signal among many. Always frame findings as informational, not as investment advice.
  • 法律区分：本文中的“内幕交易”指的是向监管机构报告的合法内部人士交易（美国为SEC Form 4），而非基于重大未公开信息的非法交易。
  • 仅公开市场交易：排除期权行权、限制性股票归属、10b5-1自动计划买入和赠与交易——这些交易不反映自主的信心表达。
  • 背景至关重要：股价大幅下跌后的内部人士买入比上涨期间的买入信号更强，务必注明股价背景。
  • 卖出信号较弱：内部人士卖出的参考价值远低于买入——内部人士卖出有多种原因（分散投资、税务、流动性），但买入通常只有一个原因（他们认为股价被低估）。
  • 集中买入优于单独买入：单个内部人士买入值得关注；多名内部人士独立买入则是显著更强的信号。
  • 数据时效性：务必注明数据截止日期，并提示交易后最多可能延迟2个工作日提交文件。
  • 非买入建议：内部人士买入只是众多信号之一。务必将分析结果表述为信息参考，而非投资建议。