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wrds

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This skill should be used when the user asks to "query WRDS", "access Compustat", "get CRSP data", "pull Form 4 insider data", "query ISS compensation", "download SEC EDGAR filings", "get ExecuComp data", "access Capital IQ", or needs WRDS PostgreSQL query patterns.

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edwinhu-plugins

edwinhu/workflows

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workflows

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edwinhu/workflows
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skills/wrds/SKILL.md

Last Verified

February 4, 2026

Install Skill

Select agents to install to:

Scope:
npx add-skill https://github.com/edwinhu/workflows/blob/main/skills/wrds/SKILL.md -a claude-code --skill wrds

Installation paths:

Claude
.claude/skills/wrds/
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Instructions

## Contents

- [Query Enforcement](#query-enforcement)
- [Quick Reference: Table Names](#quick-reference-table-names)
- [Connection](#connection)
- [Critical Filters](#critical-filters)
- [Parameterized Queries](#parameterized-queries)
- [Additional Resources](#additional-resources)

# WRDS Data Access

WRDS (Wharton Research Data Services) provides academic research data via PostgreSQL at `wrds-pgdata.wharton.upenn.edu:9737`.

## Query Enforcement

### IRON LAW: NO QUERY WITHOUT FILTER VALIDATION FIRST

Before executing ANY WRDS query, you MUST:
1. **IDENTIFY** what filters are required for this dataset
2. **VALIDATE** the query includes those filters
3. **VERIFY** parameterized queries (never string formatting)
4. **EXECUTE** the query
5. **INSPECT** a sample of results before claiming success

This is not negotiable. Claiming query success without sample inspection is LYING to the user about data quality.

### Rationalization Table - STOP If You Think:

| Excuse | Reality | Do Instead |
|--------|---------|------------|
| "I'll add filters later" | You'll forget and pull bad data | Add filters NOW, before execution |
| "User didn't specify filters" | Standard filters are ALWAYS required | Apply Critical Filters section defaults |
| "Just a quick test query" | Test queries with bad filters teach bad patterns | Use production filters even for tests |
| "I'll let the user filter in pandas" | Pulling millions of unnecessary rows wastes time/memory | Filter at database level FIRST |
| "The query worked, so it's correct" | Query success ≠ data quality | INSPECT sample for invalid records |
| "I can use f-strings for simple queries" | SQL injection risk + wrong type handling | ALWAYS use parameterized queries |

### Red Flags - STOP Immediately If You Think:

- "Let me run this query quickly to see what's there" → NO. Check Critical Filters section first.
- "I'll just pull everything and filter later" → NO. Database-level filtering is mandatory.
- "The table name is obv

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