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Found 125 Skills
Options strategy framework via Longbridge — covered call, protective put, straddle, strangle, bull spread, bear spread selection and comparison based on market view and IV level. Triggers: "期权策略", "备兑开仓", "保护性看跌", "跨式策略", "宽跨式", "牛市价差", "熊市价差", "期权组合", "卖出期权", "买入期权", "期權策略", "備兌開倉", "保護性看跌", "跨式策略", "牛市價差", "熊市價差", "期權組合", "options strategy", "covered call", "protective put", "straddle", "strangle", "bull spread", "bear spread", "options combination".
Risk measurement and stress testing via Longbridge — computes VaR (historical simulation / parametric), CVaR (expected shortfall), max drawdown, Sharpe ratio, Calmar ratio, and runs historical scenario stress tests (2008 GFC, 2020 COVID crash, 2022 rate-hike cycle). Triggers: "风险分析", "VaR", "压力测试", "最大回撤", "夏普比率", "CVaR", "历史情景", "尾部风险", "风险测量", "風險分析", "壓力測試", "最大回撤", "夏普比率", "歷史情景", "尾部風險", "風險測量", "risk analysis", "VaR value at risk", "CVaR", "stress test", "max drawdown", "Sharpe ratio", "Calmar ratio", "tail risk", "historical scenario".
ARK-style single-stock disruptive-innovation diagnostic. Suitability gate on 4 dimensions (platform fit / innovation revenue / R&D intensity / management vision); if it passes, builds TAM (low/base/high), Wright's-Law cost curve with sourced learning rate, three-scenario 5-year target (Bull/Base/Bear, 15% discount), risks, conditional action frame. Data: Longbridge CLI first, MCP fallback, WebSearch only for TAM / learning rates / industry runway. Runs cross-statement reconciliation BEFORE analysis. Closes with a data-source appendix whose final row is the reconciliation summary. Independent implementation — not affiliated with ARK Invest. Triggers: "木头姐", "ARK", "ARKK", "颠覆式创新", "莱特定律", "TAM", "5年目标价", "情景分析", "AI 与大数据", "自动化与机器人", "能源存储", "基因革命", "区块链与金融科技", "木頭姐", "顛覆式創新", "萊特定律", "5年目標價", "Cathie Wood", "ARK Invest", "disruptive innovation", "Wright's Law", "learning rate", "bull base bear", "scenario analysis".
Valuation analysis for a single stock via Longbridge — current PE / PB / PS / EV-EBITDA snapshot, historical percentile (1–3 years), industry median + relative premium, industry rank. 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", "是否被低估", "PE 歷史分位", "行業溢價", "行業折價", "is X expensive", "is X undervalued", "PE percentile", "industry valuation premium", "valuation snapshot".
Market-level state from Longbridge Securities — market temperature index (0–100, higher = more bullish), trading session times (open/close), and the trading day calendar (with half-days). Triggers: "今天开盘吗", "今天美股开市吗", "几点开盘", "下个交易日", "市场情绪", "牛熊度数", "温度计", "市场温度", "今天開盤嗎", "幾點開盤", "下個交易日", "市場情緒", "溫度計", "is the market open", "trading hours", "next trading day", "market temperature", "market sentiment".
Static basic information for all Longbridge-tradable securities — stocks, ETFs, options, warrants: company name, listing date, exchange, industry classification, total shares, circulating shares, market cap, IPO price, website, address. Futures / bonds / funds have limited coverage. Triggers: "基础信息", "股票信息", "上市日期", "总股本", "流通股", "IPO价格", "标的信息", "品种信息", "基礎信息", "股票資料", "上市日期", "總股本", "流通股", "IPO價格", "基本資料", "basic info", "stock info", "listing date", "shares outstanding", "IPO price", "symbol info", "static data", "security info", "exchange listing", "total shares".
Seasonality and calendar-effect strategy via Longbridge Securities — uses historical OHLCV data to compute month-of-year returns (January Effect), day-of-week returns (Monday / Friday effect), pre/post-holiday drift, and earnings-season effect; identifies statistically significant patterns and generates trading signals. Triggers: "季节性", "日历效应", "月份效应", "周一效应", "年初效应", "节假日效应", "财报季效应", "时间模式", "季節性", "日曆效應", "月份效應", "周一效應", "年初效應", "節假日效應", "財報季效應", "seasonality", "calendar effect", "January effect", "day of week effect", "holiday effect", "earnings season effect", "seasonal pattern", "time series anomaly", "月度效应", "月度效應", "monthly seasonality".
Account-level profit and loss analysis via Longbridge Securities — simple return, time-weighted return (TWR), per-symbol P&L breakdown, and P&L by market. Supports custom date ranges. More focused on performance attribution than longbridge-portfolio. Requires login. Triggers: "盈亏分析", "账户盈亏", "时间加权收益", "TWR", "投资回报率", "持仓盈亏", "分市场盈亏", "业绩分析", "收益率分析", "盈虧分析", "賬戶盈虧", "時間加權收益", "投資回報率", "持倉盈虧", "profit analysis", "P&L analysis", "time-weighted return", "TWR", "account performance", "holding P&L", "profit by market", "investment return analysis", "我账户赚了多少", "我的亏损", "我賺了多少", "我的虧損".
Institutional research and analyst ratings — buy/hold/sell distribution, consensus price target, EPS/revenue forecasts, and rating change history. ESG and credit ratings are not available via Longbridge. Triggers: "研报评级", "机构评级", "买入评级", "目标价", "机构观点", "分析师推荐", "券商评级", "机构研究", "研報評級", "機構評級", "買入評級", "目標價", "機構觀點", "分析師推薦", "券商評級", "analyst rating", "institution rating", "buy rating", "price target", "broker recommendation", "analyst opinion", "research rating", "sell-side rating", "consensus target", "EPS forecast", "analyst consensus".
Pairs trading / statistical-arbitrage strategy via Longbridge Securities — tests cointegration between two correlated assets using the Engle-Granger (ADF) method, computes the optimal hedge ratio via OLS, calculates spread Z-score, half-life of mean reversion, and generates entry/exit signals (long spread when Z > 2, short spread when Z < -2, exit when |Z| < 0.5). Triggers: "配对交易", "统计套利", "协整", "价差交易", "对价交易", "双股套利", "配對交易", "統計套利", "協整", "價差交易", "pairs trading", "statistical arbitrage", "cointegration", "spread trading", "mean reversion pairs", "hedge ratio", "half-life", "ADF test", "Kalman filter", "Z-score spread", "spread mean reversion".
Event-driven investment strategy — identify and analyse corporate events (M&A, spinoffs, buybacks, index rebalancing, lockup expiry) that create pricing dislocations. Framework: event identification → sentiment scoring → historical price reaction → position sizing. Uses Longbridge news / filings / calendar data as signal inputs. Triggers: "事件驱动", "并购套利", "指数调整", "解禁套利", "事件策略", "公司事件策略", "事件投资", "套利机会", "事件驅動", "並購套利", "指數調整", "解禁套利", "事件策略", "公司事件策略", "event-driven", "event strategy", "merger arbitrage", "index rebalancing", "lockup expiry", "event investing", "corporate event trading", "special situation", "spinoff", "buyback catalyst".
HK IPO Subscription Analysis — A "Four-Dimensional Evaluation" framework to diagnose whether Hong Kong new stocks are worth subscribing (Pricing Rationality / Issue Quality / Market Timing / Fundamental Outlook). Outputs three-tier ratings: Recommend / Neutral / Avoid, plus prospectus highlights, risk warnings, and subscription references. It is retail-investor friendly with conclusions upfront. Covers three scenarios: in-depth evaluation of a single new stock, browsing recent IPO subscription calendars, and judging whether to chase newly listed stocks after missing the subscription. Prioritizes data from Longbridge CLI (ipo detail / ipo subscriptions / ipo wait-listing / ipo listed / peer-comparison / news / quote / kline / index-quote, etc.); uses MCP fallback for data missing from CLI; uses WebSearch as a last resort for data still unavailable (prospectus TAM, original cornerstone announcement, claw-back ratio, grey market price, underwriter industry ranking). **The report must end with a fixed "Data Source Details" appendix**, where every figure can be traced to line number + capture time + period. Only covers Hong Kong Main Board and GEM; does not involve US / A-share IPOs; must actively prompt leverage risks when margin financing (孖展) is involved. Triggers: "打新", "港股打新", "新股申购", "新股申購", "新股", "打新分析", "新股分析", "招股", "招股书", "招股書", "基石投资者", "基石投資者", "国际配售", "國際配售", "公开发售", "公開發售", "暗盘", "暗盤", "回拨机制", "回撥機制", "孖展", "新股盈亏", "新股盈虧", "次新股", "破发", "破發", "中签率", "中籤率", "新股几手", "新股幾手", "新股值不值得打", "新股能不能打", "港股 IPO 推荐", "港股 IPO 推薦", "近期港股新股", "HK IPO analysis", "hong kong IPO worth it", "HK new listing", "cornerstone investor", "prospectus highlights", "grey market premium", "subscription ratio", "claw-back", "margin financing IPO", "0700.HK", "09988.HK", "01024.HK"