longbridge-factor-screen

Original：🇺🇸 English

Translated

Fundamental factor stock screening — filter value or growth stocks using PE, PB, ROE, revenue growth, net-profit growth, and dividend yield across A-share, HK, and US markets. Outputs a candidate table ranked by composite factor score. Triggers: "基本面筛选", "因子选股", "价值选股", "成长选股", "低PE选股", "高ROE", "股息筛选", "PE筛选", "PB筛选", "多条件选股", "基本面因子", "量化选股", "基本面篩選", "因子選股", "價值選股", "成長選股", "低PE選股", "股息篩選", "factor screening", "value screen", "growth screen", "low PE filter", "high ROE screen", "dividend screen", "fundamental factor", "multi-factor stock screen".

3installs

Sourcelongbridge/skills

Added on2026-05-09

NPX Install

npx skill4agent add longbridge/skills longbridge-factor-screen

SKILL.md Content

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longbridge-factor-screen

Fundamental multi-factor screener. Applies user-defined thresholds across PE, PB, ROE, revenue growth, profit growth, and dividend yield to filter a candidate list and rank survivors by composite score.

Response language: match the user's input language — Simplified Chinese / Traditional Chinese / English.

When to use

"帮我筛选 PE < 15 且 ROE > 15% 的 A 股", "screen for low-PE high-ROE A-shares"
"成长股筛选：营收增速 > 20%", "growth screen: revenue CAGR > 20%"
"高股息蓝筹股港股", "high-dividend HK blue chips"
"价值选股：PB < 1 且 ROE > 10%", "value screen: PB < 1 and ROE > 10%"
"多条件选股", "multi-factor stock screen"

For index/ETF constituent lists route to

longbridge-constituent

. For single-stock deep-dive route to

longbridge-fundamental

or

longbridge-valuation

.

Supported factors

Factor	简体	繁體	Source CLI
PE (TTM)	市盈率	市盈率	`calc-index` or `valuation`
PB	市净率	市淨率	`calc-index` or `valuation`
PS	市销率	市銷率	`calc-index` or `valuation`
ROE	净资产收益率	淨資產收益率	`operating` or `financial-report`
Revenue YoY	营收增速	營收增速	`operating` or `financial-report`
Net profit YoY	净利润增速	淨利潤增速	`operating` or `financial-report`
Dividend yield	股息率	股息率	`dividend` or `calc-index`

Workflow

Collect screening criteria — ask the user if not given. Example defaults:
- Value screen: PE < 20, PB < 2, ROE > 12%, dividend yield > 2%
- Growth screen: revenue YoY > 20%, net profit YoY > 20%, PE < 40
Obtain a candidate universe. Options (ask user):
- User provides a list of symbols.
- Use an index as universe (route to
```
longbridge-constituent
```
  first):
  bash
```
longbridge constituent 000300.SH --limit 300 --format json
```

Discover exact CLI flags before calling:

bash

longbridge calc-index --help
longbridge operating --help
longbridge valuation --help
longbridge dividend --help

Batch-query each candidate (call concurrently where possible):

bash

longbridge calc-index <SYMBOL> --format json
longbridge operating <SYMBOL> --format json
longbridge dividend <SYMBOL> --format json

Filter in-context: discard symbols that fail any hard threshold.
Score survivors: normalise each factor to 0–1 range within the passing set; compute weighted composite score. Default weights: ROE 25%, revenue YoY 20%, PE 20%, PB 15%, dividend yield 10%, net profit YoY 10%.
Output the candidate table sorted by composite score descending (see Output section). Cite Longbridge Securities.

CLI

bash

# Step 0: discover flags
longbridge calc-index --help
longbridge operating --help
longbridge valuation --help
longbridge dividend --help

# Step 1: get universe (if using an index)
# NOTE: JSON response uses key "stocks" (not "list") — extract symbols from data["stocks"]
longbridge constituent 000300.SH --limit 300 --format json

# Step 2: per-symbol data (repeat for each candidate)
longbridge calc-index 600519.SH --format json      # PE, PB, PS, dividend yield
# NOTE: `operating` returns data for HK stocks only; for US/A-share use financial-report instead
longbridge operating 700.HK --format json          # ROE, revenue/profit growth (HK only)
longbridge financial-report AAPL.US --kind IS --report af --format json  # US/A-share fallback
longbridge dividend 600519.SH --format json        # dividend history

Output

Factor Screen Results — Source: Longbridge Securities
Criteria: PE < 20, ROE > 15%, Revenue YoY > 10%
Universe: CSI 300 (300 stocks checked)  |  Passed: N

Rank | Symbol       | Name    | PE   | PB  | ROE   | Rev YoY | NP YoY | Div Yield | Score
-----|-------------|---------|------|-----|-------|---------|--------|-----------|------
  1  | 600519.SH   | Maotai  | 28.1 | 9.5 | 31.2% | +18.4%  | +15.7% | 2.1%      | 0.87
  2  | 601318.SH   | Ping An | 8.2  | 1.2 | 14.8% | +12.1%  | +10.3% | 4.5%      | 0.79
 ...

Notes:
- Score = weighted composite (ROE 25%, Rev YoY 20%, PE 20%, PB 15%, Div 10%, NP YoY 10%)
- PE and PB: lower is better (inverted for scoring); ROE / growth / yield: higher is better
- N/A fields excluded from score denominator

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

Limitations

Screening is applied to a user-supplied list or index constituents — this is not a real-time full-market screener.
Data is point-in-time from the last available report; forward-looking factors require analyst consensus (
```
longbridge-fundamental
```
).
If the candidate list exceeds ~30 symbols, process in batches and note that partial results are shown.

Error handling

Situation	简体	繁體	English
`command not found: longbridge`	回退到 MCP；否则告知安装 longbridge-terminal	回退到 MCP；否則告知安裝 longbridge-terminal	Fall back to MCP; otherwise tell user to install longbridge-terminal.
stderr `not logged in`	请运行 `longbridge auth login`	請執行 `longbridge auth login`	Run `longbridge auth login` .
`calc-index` returns empty	该标的无估值数据，跳过或标注 N/A	該標的無估值數據，跳過或標注 N/A	No valuation data; skip or mark N/A.
Candidate list > 30 symbols	提示分批处理，优先处理前 30	提示分批處理，優先處理前 30	Process in batches of 30; note partial coverage.
Other stderr	原文显示错误	原文顯示錯誤	Surface verbatim.

MCP fallback

CLI subcommand	MCP tool
`calc-index <SYMBOL>`	`mcp__longbridge__calc_indexes`
`operating <SYMBOL>`	`mcp__longbridge__financial_report` (operating indicators)
`valuation <SYMBOL>`	`mcp__longbridge__valuation`
`dividend <SYMBOL>`	`mcp__longbridge__dividend`
`constituent <INDEX>`	`mcp__longbridge__index_constituents`

Related skills

Deep single-stock fundamentals →
```
longbridge-fundamental
```
Single-stock valuation percentile →
```
longbridge-valuation
```
Multi-symbol valuation comparison →
```
longbridge-peer-comparison
```
Index constituents (universe) →
```
longbridge-constituent
```
Dividend history detail →
```
longbridge-corporate
```

File layout

longbridge-factor-screen/
└── SKILL.md          # prompt-only, no scripts/

longbridge-factor-screen

NPX Install

Tags

SKILL.md Content

longbridge-factor-screen

When to use

Supported factors

Workflow

CLI

Output

Limitations

Error handling

MCP fallback

Related skills

File layout