General skillFinance, legal and compliance

forced-holding-screen

Checks index-fund exposure to a stock you want to avoid.

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License
MIT
Updated
Updated Jun 10, 2026

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Project overview

Forced-Holding Screen uses de-identified tickers and descriptions to map where index funds may force exposure to a stock, classify the risk, and show category-level alternatives that keep similar market exposure. It checks current IPO status and fund holdings at run time, so the result can change. The project is informational, not investment, tax, or legal advice, and should be checked against primary sources.

Repository facts

Primary language
Not detected
License
MIT
Repository updated
Jun 10, 2026
Default branch
main

Resource types

General skill

Use cases

Finance, legal and compliance

Platforms

Claude Code, Codex, and more

Capabilities

Web search

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