insider-institutional - SKILL.md Agent Skill

name: insider-institutional description: Use when the user asks about insider transactions, institutional holdings, or smart-money flow on a stock. Read-only.

Insider & Institutional

Fetches insider transactions and institutional holdings from AlphaVantage MCP. Shows who is buying/selling inside the company and which institutions are accumulating or reducing positions.

This skill never executes trades — output is informational. Use alongside equity-fundamentals for financial health context.

Prerequisites

AlphaVantage MCP server is configured. Verify with mcp__alphavantage__PING. If not configured, tell the user: "The insider-institutional skill requires the AlphaVantage MCP server. Add it to your MCP configuration with your API key."

When to invoke

"any insider activity on AAPL"
"who's buying TSLA shares" / "insider transactions for MSFT"
"institutional holders of NVDA" / "who holds GOOG"
"show me smart money on AMZN"
"compare insider activity AAPL vs MSFT"

Don't invoke for: company financials (use equity-fundamentals), price data (use mt5-market-data), options (use options-data).

Inputs

Symbol(s) — required. If ambiguous, resolve with mcp__alphavantage__SYMBOL_SEARCH(keywords=<query>).

Workflow

1. Resolve symbol

Same as equity-fundamentals — use SYMBOL_SEARCH if the user gives a company name.

2. Fan out MCP calls (parallel)

For each symbol:

mcp__alphavantage__INSIDER_TRANSACTIONS(symbol=<sym>)
mcp__alphavantage__INSTITUTIONAL_HOLDINGS(symbol=<sym>)

3. Render

AAPL — Insider & Institutional Activity

Insider Transactions (Last 90 Days):
  2026-04-15  Tim Cook (CEO)         SELL   50,000 shares  $9.76M  [now holds 3.28M]
  2026-04-01  Luca Maestri (CFO)     SELL   25,000 shares  $4.87M  [now holds 1.12M]
  2026-03-20  Jeff Williams (COO)    BUY    10,000 shares  $1.93M  [now holds 489K]

  Pattern: Mixed — CEO/CFO selling (routine 10b5-1), COO buying.

Top Institutional Holders:
  #  Institution              Shares      Value       Weight  QoQ Change
  1  Vanguard Group           1.28B      $248.6B     8.1%    +0.3%
  2  BlackRock                1.02B      $198.1B     6.5%    +0.1%
  3  Berkshire Hathaway       915M       $177.6B     5.8%    -2.1%
  4  State Street             603M       $117.0B     3.8%    +0.5%
  5  FMR LLC                  350M       $67.9B      2.2%    +1.2%

Signal: Net insider selling (mostly routine/scheduled). Institutional
accumulation by Vanguard/State Street/FMR; Berkshire trimming 2.1%.

4. Multi-symbol comparison

For "compare insider activity AAPL vs MSFT", fan out all 4 calls (2 per symbol) in parallel. Render each symbol, then a comparison summary.

5. Flag notable patterns

Cluster of insider buys (3+ insiders buying within 30 days)
Large insider buy by CEO/CFO (> $1M)
Insider sells at 52-week high
New institutional position (0 to significant holding)
Major institution exiting entirely