Longbridge Skill (omnibus)

Full-stack wrapper around the Longbridge Securities developer platform — quotes, charts, orderbook, capital flow, options & warrants, FX, calendars, news, filings, fundamentals, valuation, peer comparison, earnings deep-dives, account state, watchlists, price alerts, and recurring DCA plans. Markets: US / HK / A-shares / Singapore / Crypto.

Response language: match the user's input language — Simplified Chinese / Traditional Chinese / English. All field tables, error messages, and analysis disclaimers must keep three forms (简体 / 繁體 / English).

Official docs: https://open.longbridge.com · llms.txt: https://open.longbridge.com/llms.txt

How this skill is organised

Twelve capability blocks. The LLM picks one or more based on user intent. Sections marked ⚠️ involve mutations and require an explicit preview-then-confirm protocol (see § Mutation protocol). Sections marked 🔒 require trade-scope login.

Symbol format (applies everywhere)

<CODE>.<MARKET> for every CLI call.

Resolve Chinese / English company names with general knowledge: 腾讯 → 700.HK, 特斯拉 → TSLA.US, 贵州茅台 → 600519.SH. If the market is ambiguous, ask the user rather than guess.

CLI discipline (read first)

This skill calls the Longbridge CLI as the primary surface. The CLI evolves — never hard-code flags from this document if you are unsure. Discover the current flag spelling, defaults, and supported sub-subcommands by running:

longbridge <command> --help
longbridge <command> <subcommand> --help

Other rules that apply everywhere:

• Always pass --format json to get machine-parseable output.
• When piping JSON into Python, save to a temp file first (longbridge … --format json > /tmp/x.json, then python3 -c "import json; d=json.load(open('/tmp/x.json'))"). The CLI sometimes appends version-notification lines to stdout that break direct pipes.
• Run independent calls concurrently when supported by the agent runtime.
• Cite source as Longbridge Securities / 数据来源:长桥证券 / 數據來源:長橋證券.
• Off-hours: orderbook / depth / trades are the last session's closing snapshot — call this out explicitly.

If longbridge is not on PATH, fall back to MCP — see § MCP fallback. MCP setup: claude mcp add --transport http longbridge https://openapi.longbridge.com/mcp.

Mutation protocol

Applies to Watchlist admin, Price alerts, and DCA plans. Every mutation must run as two distinct turns:

1. Preview — describe exactly what you are about to do (action verb + every parameter) in the user's language. Do not run the CLI yet.
2. Wait for explicit confirmation containing 确认 / 是的 / yes / confirm. Casual ack like "好 / ok / 嗯" is not consent (especially for DCA create).
3. Execute — only after step 2.

Never use the MCP fallback to bypass the preview / confirm gate; MCP write tools have no built-in confirmation. The CLI's own delete subcommands print a built-in confirmation prompt — let it run, do not pipe yes or pass any bypass flag.

If a mutating call fails (stderr), do not silently retry — ask the user. For money-touching mutations (DCA), a silent retry could double-execute.

Privacy

Sections marked 🔒 return private account state — holdings, orders, P&L, statements, watchlist, alerts, DCA plans. Only render detailed numbers in direct conversation. Do not echo amounts into PR descriptions, tickets, log files, or any place third parties can read. If you suspect screen-sharing or third-party observation, confirm before showing exact figures.

Quote

Live quote, static reference, and valuation indices for stocks listed in HK / US / A-share / Singapore.

Triggers — "现在多少钱", "股价", "涨跌幅", "成交量", "市值", "市盈率", "PE", "PB", "换手率", "行业", "現在多少", "股價", "stock price", "current price", "quote", "market cap", "PE ratio", ticker-only mentions (NVDA, 700.HK, etc.).

Subcommands

Workflow: extract symbol(s) → normalise to <CODE>.<MARKET> → decide which subset of quote / static / calc-index is needed → run (in parallel if multiple) → merge by symbol.

For 2–5 symbol comparison defer to Peer comparison. For historical PE/PB percentile defer to Valuation.

K-line / intraday

Candlestick OHLCV and today's minute series. Does not support options / warrants / indices (use Derivatives or quote).

Triggers — "K线", "K 线", "走势", "历史价格", "日K", "月K", "周K", "分时图", "K線", "走勢", "分時圖", "candlestick", "OHLCV", "intraday chart", "price history", "前复权", "forward adjusted".

Period aliases: minute=1m, hour=1h, d/1d=day, w=week, m/1mo=month, y=year. --adjust forward for 前复权.

Window mapping: "最近一周" → day,7; "最近一年" → day,252; "月 K" → month,100; "今天分时" → intraday.

Depth / brokers / ticks

Orderbook depth, broker queue (HK only), tick-by-tick trades.

Triggers — "盘口", "买卖盘", "5 档", "10 档", "深度", "经纪商队列", "逐笔", "tick", "成交明细", "盤口", "經紀商隊列", "depth", "orderbook", "level 2", "broker queue", "tick data", "time and sales".

For non-HK symbols passed to brokers, tell the user "broker queue is HK-only" and switch to depth. broker_id → name via Security list → participants.

Capital flow

Today's capital flow time-series and large/medium/small order distribution. Same-day only, single symbol per call.

Triggers — "资金流向", "主力资金", "净流入", "大单", "中单", "小单", "资金分布", "主力净流入", "資金流向", "大單", "capital flow", "money flow", "net inflow", "large order distribution".

For historical capital flow (>1 day) — unsupported; redirect to K-line (volume) or Quote (--index volume).

Anomaly & price-by-volume

Market-wide unusual movements (anomaly) and a single stock's intraday price-by-volume profile (trade-stats).

Triggers — "异动", "今天哪些股票异动", "市场异动榜", "成交分布", "价格分布", "筹码分布", "今日筹码", "成交密集区", "盘中异动", "拉升", "跳水", "閃崩", "異動", "籌碼分佈", "anomaly", "unusual movements", "intraday alerts", "volume spike", "price by volume", "volume profile", "VWAP zone".

Output rule (trade-stats): do not label any range "support" or "resistance" — call it the heaviest-traded zone / most-traded zone. Render top 5 buckets with VWAP and day high/low.

A/H premium

A/H premium ratio for Mainland-Chinese companies dual-listed in HK and A-shares.

Triggers — "AH 溢价", "A H 溢价率", "AH 折价", "AH 价差", "工行 AH", "建行 AH", "比价", "A 股贵还是港股贵", "AH premium", "AH ratio", "dual listed premium", "Hong Kong A-share premium".

Always pass the HK side of the pair. The API maps internally to the A-share counterpart. Common pairs: 工行 1398.HK ↔ 601398.SH; 建行 939.HK ↔ 601939.SH; 平安 2318.HK ↔ 601318.SH; 招行 3968.HK ↔ 600036.SH. Single-listed (e.g. 700.HK) returns no data — report that, don't retry.

Premium is typically (H_price × fx) / A_price − 1 in %; negative = HK at a discount.

Index / ETF constituents

List members of an index or ETF, ranked by an indicator.

Triggers — "标普500有哪些", "标普成分股", "恒生成分股", "纳斯达克成分", "道琼斯成分", "沪深300成分", "ETF 持仓", "ETF 成分股", "成分股涨幅榜", "標普500成分", "ETF 持倉", "S&P 500 constituents", "Hang Seng constituents", "IXIC components", "Dow components", "CSI 300 members", "ETF holdings", "index members", "what's in SPX / HSI / QQQ".

longbridge constituent <SYMBOL> [--limit N] [--sort INDICATOR] [--order desc|asc] --format json

Common indices: 恒生 HSI.HK; 国企 HSCEI.HK; S&P 500 SPX.US; 道指 DJI.US; 纳指综合 IXIC.US; 纳指 100 NDX.US; 沪深 300 000300.SH; 上证 000001.SH. ETFs use their own ticker (SPY.US, QQQ.US, 2800.HK).

Intent → flag: "涨幅榜" → --sort change --order desc; "跌幅榜" → --sort change --order asc; "成交活跃" → --sort turnover; "主力净流入" → --sort inflow; "权重股" → --sort market-cap.

FX rates

Foreign-exchange rates for all currencies Longbridge supports. Light utility skill, no login required.

Triggers — "汇率", "美元兑港币", "人民币兑美元", "今天汇率", "USD HKD", "外汇", "匯率", "exchange rate", "fx rate", "currency conversion", "USD to HKD".

longbridge exchange-rate --format json

No per-pair filter — returns the full table; pick the row(s) you need from the JSON. For pairs not directly quoted, derive via USD: A/B = (A/USD) / (B/USD). Mind the quote convention (BASE/QUOTE is "1 BASE = N QUOTE"). Distinguish CNY vs CNH rows — surface the symbol verbatim.

Derivatives

Options (US / HK) and HK warrants (callable bull/bear / call / put).

Triggers — "期权", "option", "call", "put", "认购", "认沽", "行权价", "到期日", "IV", "希腊字母", "delta", "gamma", "窝轮", "牛熊证", "認購", "認沽", "行權價", "窩輪", "牛熊證", "option chain", "options expiry", "warrant", "CBBC", "callable bull bear contract".

option and warrant are parent commands. Run longbridge option --help / longbridge warrant --help for current sub-subcommand list.

OCC option symbol: <TICKER><YYMMDD><C|P><STRIKE×1000, 8 digits> — e.g. AAPL240119C190000 = AAPL 2024-01-19 Call @190.

Two-step option discovery:

• Full OCC → option quote <symbol> directly.
• Underlying + expiry + strike + call/put → option chain <UL> --date <d> → option quote.
• Underlying + window only → option chain <UL> to list expiries; ask user to pick.

Warrants are HK only — reject non-HK underlyings politely.

Security list / brokers directory

US overnight-eligible securities and HK broker directory.

Triggers — "美股 listed", "美股 overnight", "经纪商 ID", "broker_id", "港股经纪商", "經紀商 ID", "list of US stocks", "overnight tradable", "broker directory", "participant lookup".

longbridge security-list   --format json   # US overnight-eligible only (the only category exposed)
longbridge participants    --format json   # HK broker_id ↔ name (en/cn)

⚠️ Scope: security-list only exposes the US Overnight category. Full HK / A-share / SG catalogs are not available — for non-US listed lookups, route per-symbol via Quote. For "how many" questions reply with array length; do not dump the full payload.

Market temperature & trading hours

Market-level state: open/close, calendar, sentiment temperature.

Triggers — "今天开盘吗", "几点开盘", "下个交易日", "市场情绪", "温度计", "今天開盤嗎", "is the market open", "trading hours", "next trading day", "market temperature", "market sentiment".

MARKET is positional (not --market). Run longbridge <subcommand> --help to confirm.

Market mapping: 美股 → US; 港股 → HK; A股/沪/深 → CN (aliases SH, SZ); 新加坡 → SG.

Temperature wording: 0–30 偏空 / 30–50 中性偏空 / 50–70 中性偏多 / 70–100 偏多.

For "is the market open?" — call trading session, reason against current local time and the user's target market (US = UTC-5/-4 DST; HK / CN / SG = UTC+8).

Finance calendar

Forward-looking events: earnings, dividends, IPOs, macro releases, market closures.

Triggers — "财报日历", "下周谁财报", "除权除息日", "派息日", "新股", "IPO 日历", "宏观数据", "非农", "CPI", "PCE", "美联储议息", "FOMC", "休市日", "earnings calendar", "ex-dividend dates", "IPO calendar", "macro calendar", "FOMC meeting", "non-farm payrolls", "market holidays".

longbridge finance-calendar <EVENT_TYPE> [OPTIONS]

Common options: --symbol <SYM> (repeatable up to 10), --market <HK\|US\|CN\|SG\|JP\|UK\|DE\|AU> (repeatable), --start YYYY-MM-DD, --end YYYY-MM-DD, --count N (default 100), --star 1\|2\|3 (macrodata only), --next later\|earlier, --offset N.

For "下周市场全景" → call report + dividend + macrodata --star 3 concurrently.

Valuation

Single-stock valuation lens: current snapshot + historical percentile + industry context.

Triggers — "估值贵不贵", "是不是被低估", "PE 历史百分位", "PB 分位", "行业溢价", "行业折价", "X 现在适合买不", "估值水平", "估值貴不貴", "is X expensive", "is X undervalued", "PE percentile", "industry valuation premium".

Run concurrently:

longbridge valuation <SYMBOL> --format json                       # snapshot + peer
longbridge valuation <SYMBOL> --history --range 3 --format json   # 3-year series
longbridge industry-valuation <SYMBOL> --format json              # industry median + distribution
longbridge calc-index <SYMBOL> --format json                      # optional intraday PE correction

Compute in the LLM:

• Historical PE/PB percentile = rank current value against the history series.
• Industry premium = (current PE − industry median PE) / industry median PE.
• Industry rank = bucket from industry_valuation_dist.

Degrade gracefully: history < 1 year → drop percentile claim; industry < 5 peers → caveat "industry sample sparse".

Cyclical industries (energy / chemicals / steel / shipping / banks / property): PE inverts (high PE near troughs because earnings depressed; low PE near peaks may signal a top). Add caveat: "Cyclical industry — interpret PE alongside cycle position; do not read 'high PE = expensive' mechanically."

Output template (mandatory three sections):

{Symbol} ({code}) valuation snapshot — Source: Longbridge Securities

[Current snapshot]
- PE (TTM): X · PB: X · PS: X · EV/EBITDA: X (if available) · Dividend yield: X%

[Historical (past 3y)]
- PE in N-th percentile (low / mid / high)
- PB in N-th percentile

[Industry (N peers)]
- Industry median PE: X → currently {premium/discount} of N%
- Industry rank: {position} / N

[Combined]
From historical + industry views, valuation is {low / neutral / high} — historical N-th pct, {N% above/below} industry median.

⚠️ 以上数据仅供参考，不构成投资建议。/ 以上數據僅供參考，不構成投資建議。/ For reference only. Not investment advice.

For multi-symbol comparison route to Peer comparison; for business fundamentals route to Fundamentals.

Fundamentals

Five-dimension fundamentals snapshot: profitability, financial health, growth, shareholder return, market expectation.

Triggers — "基本面", "业绩", "财报", "财务健康", "盈利能力", "营收", "净利润", "ROE", "毛利率", "分红历史", "EPS 预期", "研报评级", "業績", "毛利率", "fundamentals", "financials", "earnings report", "EPS forecast", "analyst rating", "gross margin", "free cash flow", "dividend history".

Three depth tiers (pick by prompt verbosity):

# Standard
longbridge financial-report <SYMBOL> --format json
longbridge dividend <SYMBOL> --format json
longbridge forecast-eps <SYMBOL> --format json
longbridge consensus <SYMBOL> --format json
# Full adds
longbridge company <SYMBOL> --format json
longbridge operating <SYMBOL> --format json
longbridge corp-action <SYMBOL> --format json
longbridge institution-rating <SYMBOL> --format json

Output template (mandatory five sections):

{Symbol} ({code}) fundamentals — Source: Longbridge Securities (period end: {fp_end / rpt_date})

[1. Profitability]
- Revenue (latest quarter): X (currency), YoY +Y%
- Net income: X, YoY +Y%
- Gross / net margin: X% / Y%
- ROE: X%

[2. Financial health]
- Debt-to-equity: X% · Operating cash flow (TTM): X · Free cash flow: X · Current / quick ratio (if available)

[3. Growth]
- Revenue YoY (last 4 quarters): +X% / +Y% / +Z% / +W% — trend description
- Net income YoY (last 4 quarters): same

[4. Shareholder return]
- Last dividend date / amount · Dividend yield: X% · Recent buybacks / issuance (full tier only)

[5. Market expectations]
- Consensus next-quarter EPS: X · Coverage: N analysts; X buy / Y hold / Z sell · Median target price: X

⚠️ 以上数据仅供参考，不构成投资建议。/ For reference only. Not investment advice.

Constraints: cover all 5 sections (state missing data, don't silently skip); include disclosure date; end with disclaimer; never reduce to "good earnings / bad earnings" — anchor in numbers; do not forecast next quarter (analyst consensus already covers that).

For valuation lens → Valuation. For comparison → Peer comparison.

Peer comparison

Cross-symbol comparison (2–5 stocks). Renders as one normalised matrix.

Triggers — "X 和 Y 哪个值得买", "X vs Y", "几只股票对比", "同行业谁最强", "X 跟 Y 谁更便宜", "几只哪个增速快", "科技七姐妹谁最强", "compare X and Y", "peer comparison", "which is more expensive", "which has higher growth".

Symbol-count rules:

Per-symbol concurrent calls:

longbridge quote <SYM> --format json
longbridge calc-index <SYM> --format json
longbridge financial-report <SYM> --format json   # headline KPIs only
longbridge valuation <SYM> --format json

Cross-cohort caveats (must surface at top of table):

• Cross-currency (e.g. NVDA.US + 600519.SH): "cross-currency comparison shows relative levels only; no FX conversion is applied".
• Cross-industry (e.g. tech + spirits): "cross-industry comparison has limited meaning — valuation thresholds are not comparable".
• Cross-market (different accounting standards): "data uses different accounting standards; treat as a rough benchmark".

Output: Markdown table, dimensions × symbols. Label currency on every figure (CNY / USD / HKD / SGD); no auto-FX. Sections: last price + today's change + market cap, then valuation (PE/PB/PS/dividend), then financials (revenue YoY / net income YoY / ROE). Observations block at bottom (data-only, no winners).

News + filings + community

Aggregated news, regulatory filings, and Longbridge-community discussion for a single stock — classified into 6 catalyst buckets with fact-only takeaway.

Triggers — "X 最近新闻", "X 公告", "市场对 X 财报怎么看", "X 社区讨论", "X 公司动态", "市场情绪", "最近怎么了", "recent news", "company filings", "market reaction", "what is everyone saying about X", "8-K", "港交所披露", "earnings reaction".

Depth selection:

longbridge news <SYMBOL> --format json
longbridge filing <SYMBOL> --format json
longbridge topic <SYMBOL> --format json

Classification (mandatory — never dump raw titles):

WebSearch fallback only when MCP news is empty / >7 days stale / breaking event not yet indexed. Always prepend: "Below is from a web search — not Longbridge data."

Compliance: if topic content contains hype words ("涨停板", "主升浪", "必涨", "满仓", "all in", "庄家", "次新妖股") — do not echo them. Downgrade to "discussion contains a notable share of speculative posts".

Output: 6 classified buckets (skip empty), key-takeaway summary (≤100 chars, fact-only), end with disclaimer.

Corporate structure

Single-symbol profile: shareholders, executives, company overview, corporate actions, investment relations.

Triggers — "谁是大股东", "股东结构", "管理层", "董事会", "公司简介", "拆股", "送股", "派息历史", "配股", "母公司", "子公司", "誰是大股東", "派息歷史", "shareholders", "major shareholders", "ownership structure", "executives", "company profile", "corporate actions", "splits", "subsidiaries", "AAPL.US shareholders".

Single symbol per call. --lang zh-CN / --lang en controls localised content.

Ownership flows

Smart-money and ownership-flow signals: 13F + fund holders + insider trades + short interest + HK broker holdings.

Triggers — "13F", "机构持仓", "基金持仓", "ETF 持有", "内部人交易", "高管买卖", "Form 4", "做空数据", "空头", "卖空", "经纪商持仓", "中央结算", "機構持倉", "經紀商持倉", "13F holdings", "institutional holders", "fund holders", "ETF holders", "insider trades", "insider buying", "short interest", "days to cover", "CCASS", "AAPL insider sales", "TSLA short interest".

Reject US-only subcommands for non-US, HK-only for non-HK — explain politely. Cite Longbridge Securities (and SEC EDGAR for insider-trades / investors).

For intraday large/medium/small-order flow → Capital flow. For shareholder % structure → Corporate structure.

Earnings update (post)

Post-earnings analysis — institutional-grade 8–12 page DOCX report + structured in-chat summary. Heaviest skill in the family.

Triggers — "earnings update", "quarterly results", "Q1/Q2/Q3/Q4 results", "post-earnings analysis", "beat/miss", "guidance update", "财报分析", "业绩更新", "季度业绩", "季报", "年报", "盈利分析", "财报点评", "業績更新", "季報".

Do not trigger if: company hasn't reported yet → use Earnings preview; user wants initiation report.

Data sources: CLI primary → Web Search supplements (transcripts, options-implied move, M&A precedent).

longbridge filing --help                      # locate latest filing
longbridge financial-report <SYM> --format json
longbridge consensus <SYM> --format json
longbridge forecast-eps <SYM> --format json
longbridge quote <SYM> --format json
longbridge calc-index <SYM> --format json
longbridge kline <SYM> --period day --count 60 --format json
longbridge institution-rating <SYM> --format json
longbridge news <SYM> --format json

CLI + Python pattern: prefer reading from a file over piping into python3 -c. Multi-line JSON with embedded quotes can hit shell-quoting edge cases (especially under zsh's -c argument handling):

longbridge institution-rating 700.HK --format json > /tmp/rating.json
python3 -c "import json; d = json.load(open('/tmp/rating.json')); print(d)"

Workflow:

1. Identify reporting period via filing — confirm with the user.
2. Collect data, run beat/miss analysis, segment breakdown, margin trends, guidance assessment, updated estimates.
3. Update valuation (DCF / trading comps / precedent transactions).
4. Generate DOCX ([SYMBOL]_Q[N]_[YEAR]_Earnings_Update.docx, 8–12 pages, 8–12 charts).
5. Output 8-module conversation summary directly in chat.

Critical: do NOT append a Sources section or reference links to the conversation output. All citations belong in the DOCX only.

MCP-only extras worth pulling: valuation_history (historical PE/PB time series), industry_valuation_dist (industry-relative position), profit_analysis / profit_analysis_detail (portfolio-level view alongside).

Earnings preview (pre)

Pre-earnings analysis — extracts prior guidance, tracks events, summarises earnings call Q&A, generates structured preview (inline summary + DOCX) before a company reports.

Triggers — "财报前瞻", "财报预览", "财报季准备", "财报要关注什么", "下季度财报", "业绩前瞻", "上季度指引", "电话会要点", "財報前瞻", "earnings preview", "pre-earnings", "prior guidance", "earnings call Q&A", "NVDA earnings preview", "what to watch this earnings".

Do not trigger if: the company has already reported → use Earnings update.

Critical rule for Module A table (prior guidance vs actual):

指标 | 管理层此前指引(上上季电话会) | 上季实际值 | 与指引偏差 | 评估

Column 2 = management's own guidance range/midpoint, NOT market consensus, NOT YoY. Column 3 = actual reported. Column 4 = (actual − guidance midpoint) / guidance midpoint with sign. Column 5 = 超预期 / 基本符合 / 不及预期. If management gave no quantitative guidance (e.g. exploration-stage), use operational milestone commitment vs. actual progress.

JSON output handling: always save to a temp file first (longbridge <cmd> --format json > /tmp/data.json), then read the file. Do not pipe directly — the CLI may append version notification lines that break JSON parsing.

Six functional modules:

• A. Prior quarter earnings extraction (guidance vs actual, management outlook, performance summary)
• B. Recent events tracking (macro / industry / company / market-sentiment)
• C. Prior earnings call Q&A summary (analyst questions, management response, verification significance)
• D. Key focus framework for this quarter (guidance fulfillment checklist, beat/miss risks, 3–5 key questions, risk flags)
• E. Historical guidance fulfillment tracking (4–8 quarters, bias pattern, metric reliability, credibility assessment)
• F. Market consensus vs management guidance (expectation gap alerts)

CJK DOCX font requirement: when generating a Chinese DOCX, every run must set both Latin (w:rFonts) and CJK (w:eastAsia) fonts explicitly (Calibri + Microsoft YaHei). Also call set_doc_default_cjk() on the Normal style. Tables, headers, and body must all render correctly without falling back to system fonts.

Always in English regardless of output language: file names, ticker symbols, CLI commands, financial-metric abbreviations (EPS, EBIT, CapEx, YoY), and numeric values with currency symbols.

Inline output structure (use exactly — skip sections with a one-line note "暂无电话会记录，跳过"; do not rename, reorder, or add sections):

📊 [公司名称(股票代码)] 财报前瞻摘要
财报发布日期:{日期} | 分析日期:{今天}

【一】上期业绩指引回顾
【二】管理层展望要点
【三】上期电话会 | 分析师核心 Q&A
【四】近期重要事件
【五】历史指引兑现规律
【六】市场一致预期 vs 管理层指引
【七】本次财报核心关注点
【八】风险提示

⚡ 数据来源:Longbridge CLI + Web Search | 仅供参考，不构成投资建议

Catalyst radar

自选股事件监控雷达 — 监控用户自选股，扫描7维催化剂信号（财报超预期、政策变化、异常资金流、内部人交易、分析师评级变动等），按市场分组生成盘前/盘后增量简报。

Triggers — "今天有什么要关注的", "给我看晨报", "早报", "晚报", "复盘", "自选股有什么消息", "morning briefing", "catalyst update".

核心原则: 只推变化，不重复已知信息 — 所有输出必须经过增量过滤。按市场分组，距开盘时间最近的市场排最前面。

三级分层: 🔴 重要(0–3条) / 🟡 关注(3–8条) / 🟢 静默。

意图分类: (1) 查看晨报(默认) / (2) 查看特定市场 / (3) 查看特定股票 / (4) 查看全景档案 / (5) 管理自选股 / (6) 调整设置 / (7) 回溯查看 / (8) 跨市场联动。

批量扫描策略 (100 只自选股按优先级分层):

• 高优先级(~10 只): full_scan, 8–12 API calls/只
• 中优先级(~30 只): quick_scan, 3–4 calls/只
• 低优先级(~60 只): quote_only, 1 call/只
• 总计约 280 calls, 30 秒内完成

七维催化剂扫描 (按市场差异化):

1. 财务与业绩 / 2. 资金与交易(美股含期权; A股含龙虎榜、北向、融资融券; 港股含 CCASS、沽空、窝轮、南向) / 3. 内部人与机构 / 4. 政策与监管 / 5. 公司事件 / 6. 市场情绪 / 7. 技术面.

数据来源优先级: CLI(首选) → MCP(次选) → Web Search(兜底, 仅政策深度解读/做空报告/传闻事件).

末尾免责声明必须附加: ⚠️ 以上数据仅供参考，不构成投资建议。/ 以上數據僅供參考，不構成投資建議。/ For reference only. Not investment advice.

Positions

Account holdings: stock + fund positions, multi-currency assets / cash, margin ratios, max buy/sell quantity. 🔒 Requires login.

Triggers — "我的持仓", "我有什么股票", "账户余额", "我有多少美金", "基金持仓", "我能买多少股", "保证金率", "杠杆要求", "我的持倉", "賬戶餘額", "保證金率", "my holdings", "stock positions", "account balance", "how much can I buy", "margin ratio", "max buy qty", "portfolio snapshot".

max-qty workflow:

1. Limit (default LO): first call longbridge quote <SYM> --format json for current last price → pass it as --price.
2. Market: skip price; pass --order-type MO.
3. Always disclose both cash_max_qty and margin_max_qty, plus remind the user that financing carries interest cost + forced-liquidation risk.

OAuth: needs trade scope. If unauthorized / not in authorized scope — longbridge auth logout && longbridge auth login and tick "Trade".

Portfolio analytics

Account-level analysis — total NAV, cash share, period P&L, single-stock contribution ranking, industry distribution, currency exposure. 🔒 Requires trade-scope login.

Triggers — "我账户表现", "我本月浮盈", "我哪只股票贡献最多", "我组合配置", "我货币暴露", "我账户行业分布", "账户全貌", "賬戶表現", "貨幣暴露", "my account performance", "monthly P&L", "biggest contributor", "portfolio breakdown", "currency exposure", "industry mix".

Distinguished from Positions (snapshot lookup): this answers "how am I doing", not "what do I hold".

"Me" disambiguation: by default 我 / me = all-account aggregate. If user explicitly says "我的港股账户" / "my US sub-account", restrict.

Time-window inference:

longbridge profit-analysis --start <s> --end <e> --format json
longbridge profit-analysis detail --start <s> --end <e> --format json
longbridge assets --format json
longbridge positions --format json
longbridge exchange-rate --format json

FX conversion: convert to USD-equivalent yourself using exchange-rate from the same call day — profit-analysis may return mixed currencies.

Output template (mandatory 4 sections):

My account performance — Source: Longbridge Securities; period YYYY-MM-DD ~ YYYY-MM-DD

[1. Overview]
- Total NAV (USD-equivalent): $X · Cash: $X (Y%) · Holdings: $X (Y%) · Period P&L: +$X (+Y%)

[2. Currency exposure]
- USD / HKD / CNY / SGD (≈ USD)

[3. Single-stock contribution]
| Symbol | Name | P&L (USD-eq) | Share |

[4. Industry distribution] (positions × static_info industry, by market value)

⚠️ 以上数据仅供参考，不构成调仓建议。/ For reference only. Not rebalancing advice.

Performance optimisation: industry distribution requires static per symbol (N positions = N calls). When user holds ≥ 30 names, either announce "computing industry distribution; may take a moment..." or simplify to top-10 by market value + group rest as "other". Same for contribution ranking — list top 10 (leaders + laggards) by default; don't flood with the full book.

Orders

Read-only account orders, executions, and cash flow. 🔒 Requires trade-scope login. No order placement here — buy/sell/cancel/replace exist as CLI subcommands but this skill does not expose them.

Triggers — "今天我下了哪些单", "我的订单", "历史成交", "上个月成交", "出入金", "分红记录", "资金流水", "結算記錄", "我的訂單", "today's orders", "order history", "executions", "fills", "cash flow", "deposits and withdrawals", "dividend record", "settlement".

Time-window inference: 今天 → no --start --end; 上个月 → first→last day of previous month; 近 30 天 → today-30 → today; 4 月 5 日 → --start = --end = 2026-04-05.

Status translation: Filled → 已成交 / Filled; PartialFilled → 部分成交 / Partially filled; Canceled → 已撤单 / Cancelled; New → 待成交 / Working; Rejected → 被拒 / Rejected.

Statements

Account statements (daily / monthly) — list + section export for accounting, tax filing, audit. 🔒 Requires trade-scope login.

Triggers — "对账单", "月结单", "日结单", "账单导出", "税务报表", "报税资料", "导出持仓", "导出交易记录", "對賬單", "月結單", "稅務報表", "account statement", "monthly statement", "daily statement", "export statement", "tax report", "1099", "year-end statement".

Workflow: list first → pick by date → get file-key → export the section. Confirm filesystem location with the user before writing if the CLI streams to a path. Available --section values vary by statement type — run longbridge statement export --help for the canonical list before guessing. Do not paraphrase or regenerate the section contents — these are accounting source documents.

Watchlist (read)

Read-only listing of watchlist groups + member symbols. 🔒 Requires login (no trade scope needed).

Triggers — "我的自选股", "自选股有哪些", "我关注的股票", "我的分组", "自選股", "關注的股票", "分組", "watchlist", "my watchlist", "favorited stocks", "watch groups".

longbridge watchlist --format json

Returns all groups in one call; the LLM filters in-memory by group name / id.

Chained workflows (very common):

Get symbols here, route data query to the appropriate section. Do not try to compute change rates / charts here.

MCP-only extras: sharelist_* (8 tools — community-shared watchlists: list / detail / create / update / delete / member_add / member_remove / popular). For "hot lists / what's trending" route to sharelist_* directly.

Subscriptions

Diagnostic listing of active real-time WebSocket subscriptions in the current CLI session. Rare in day-to-day use. 🔒 Requires login.

Triggers — "我订阅了哪些实时数据", "实时连接状态", "推送状态", "我訂閱了什麼", "active subscriptions", "websocket subscriptions", "real-time stream status".

longbridge subscriptions --format json

Returns [{symbol, sub_types, candlestick_periods}] per active subscription.

Local-only: the Longbridge MCP service is stateless HTTP — no WebSocket session concept, no equivalent MCP tool. This block requires the local longbridge CLI (which holds the OAuth + WebSocket session). If the CLI is missing, tell the user this capability is local-only.

Watchlist admin

⚠️ Mutating — changes the user's watchlist state. 🔒 Trade scope required. Two-step preview-then-confirm protocol mandatory (§ Mutation protocol).

Triggers — clear imperatives only: "把 X 加到自选", "添加到自选", "创建自选分组", "删除自选", "删除分组", "改名分组", "建立自選分組", "add to watchlist", "create watchlist group", "remove from watchlist", "delete group", "rename group", "watchlist edit".

Vague prompts ("整理我的自选") → ask the user what specific action.

If user gives a group name, first call longbridge watchlist --format json to look up group_id, then mutate.

Preview examples: "即将创建自选股分组「科技股」。是否确认执行?" / "About to add NVDA.US, AAPL.US to group 12345. Confirm?" / "即將刪除分組 12345。是否確認?"

Price alerts

⚠️ Mutating — changes the user's price-alert state. No money involved, but persistent. 🔒 Requires login (basic scope sufficient — longbridge auth login without trade scope works). Two-step preview-then-confirm protocol mandatory.

Triggers — clear imperatives only: "设置股价提醒", "添加股价提醒", "提醒我 X 涨到 Y", "提醒我 X 跌破 Y", "删除股价提醒", "关掉提醒", "暫停提醒", "set price alert", "add price alert", "alert me when X hits Y", "delete price alert", "enable alert", "disable alert".

Vague prompts ("整理我的提醒") → ask back with clarifying question. For read-only listing, run longbridge alert --format json directly without the gate.

If user gives a symbol but no alert id, first list-for-symbol to look up the id, quote it back in the preview, then ask for confirmation.

If user did not specify direction (rise vs fall), ask — do not default. Never invent values.

DCA plans

⚠️ EXTRA-HIGH-RISK Mutating — every active plan commits real money on a schedule: the system automatically places buy orders against the user's brokerage account on the chosen frequency until paused or stopped. Mistakes cost real money. 🔒 Requires trade-scope login. Two-step preview-then-confirm protocol mandatory, plus explicit read-back of every parameter.

Triggers — clear imperatives only: "创建定投", "新建定投计划", "设置定投", "暂停定投", "停止定投", "恢复定投", "修改定投", "建立定投計劃", "暫停定投", "create DCA", "create recurring investment", "set up DCA plan", "pause DCA", "stop DCA plan", "resume DCA", "monthly DCA on X", "weekly recurring buy".

Vague prompts ("帮我看看定投", "我应不应该定投") → refuse with clarifying question; never trigger automated execution from advice-style prompts.

Extra risk rules (read before every create / update):

• If user did not specify amount — ask. No default.
• If user did not specify frequency (daily / weekly / fortnightly / monthly) — ask.
• If user said "weekly" without a day-of-week — ask.
• If user said "monthly" without a day-of-month — ask.
• If user did not specify when to stop — confirm explicitly (open-ended is acceptable but must be acknowledged).
• If user gave an amount in an ambiguous currency — ask (USD vs HKD vs CNY).
• Casual ack like "好 / ok / 嗯" is NOT confirmation for a create — require explicit 确认 / confirm / 是的.

Other flags exist (--start-date, --end-date, daily / fortnightly frequency, etc.). The exact spelling can drift between CLI versions — always verify with longbridge dca create --help before issuing the command, and quote the exact command back to the user in the preview.

If user gives a symbol but no plan id for pause/resume/stop/update, first run longbridge dca --symbol <SYMBOL> to look up the plan id + current status, quote it back in the preview before asking for confirmation.

Preview template (create — the highest-risk action):

⚠️ 即将创建定投计划:
- 标的: {SYMBOL}
- 金额: {AMOUNT} {CURRENCY}
- 频率: {frequency} ({day-of-week / day-of-month})
- 起始日: {start date}
- 结束: {end date 或 "无结束日,持续运行"}

此计划生效后,系统会按计划自动从你的账户下单买入。是否确认执行?
(请回复"确认"/"confirm"/"是的")

OAuth: trade scope required. Without it, both CLI and MCP fail with unauthorized / not in authorized scope. Tell user to longbridge auth logout && longbridge auth login and tick "Trade".

Insufficient buying power on the scheduled date typically surfaces as a downstream order failure, not at create-time. Surface the message verbatim and ask the user how to proceed (top-up / pause / lower amount).

Choose the right path: CLI vs SDK vs MCP vs LLMs.txt

This skill defaults to the CLI for terminal workflows. For other contexts:

User wants to...                         → Use
─────────────────────────────────────────────────────────────────
Quick quote / one-off data lookup        CLI
Interactive terminal workflows           CLI
Script market data, save to file         CLI + jq  (or Python SDK)
Loops / conditions / transformations     Python SDK (sync)
Async pipelines, concurrent fetches      Python SDK (async)
Production service, high throughput      Rust SDK
Real-time WebSocket subscription loop    SDK (Python or Rust)
Programmatic order strategy              SDK
Talk to AI about stocks (no code)        MCP (hosted or self-hosted)
Use Cursor/Claude for trading analysis   MCP
Add Longbridge API docs to IDE/RAG       LLMs.txt / Markdown API

SDK and llms.txt setup details live at https://open.longbridge.com — load on demand.

Error handling (shared)

Apply across every section above.

MCP fallback

If the CLI binary is missing and the user has run claude mcp add --transport http longbridge https://openapi.longbridge.com/mcp, every CLI subcommand has an MCP counterpart. The exact tool name typically mirrors the CLI subcommand in snake_case under the mcp__longbridge__ prefix. The preview / confirm protocol still applies through MCP (MCP write tools have no built-in confirmation — this SKILL is the gate).

MCP-only extensions worth knowing: mcp__longbridge__market_status (finer state than trading session), mcp__longbridge__sharelist_* (8 community-shared-watchlist tools).

Disclaimer (always include in analysis sections)

⚠️ 以上数据仅供参考,不构成投资建议。 ⚠️ 以上數據僅供參考,不構成投資建議。 ⚠️ For reference only. Not investment advice.

For Portfolio analytics use the rebalancing variant: "不构成调仓建议 / Not rebalancing advice".