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longbridge-factor-screen

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Original

English
🇨🇳

Translation

Chinese

longbridge-factor-screen

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.
基本面多因子选股筛选工具。通过用户设定的PE、PB、ROE、营收增速、利润增速及股息率阈值筛选候选股票列表，并按综合得分对符合条件的股票进行排序。
响应语言：匹配用户输入语言——简体中文 / 繁体中文 / 英文。

When to use

适用场景

  • "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
.
  • "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"
若需查询指数/ETF成分股列表，请调用
longbridge-constituent
。若需深入分析单只股票，请调用
longbridge-fundamental
或
longbridge-valuation
。

Supported factors

支持的因子

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
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

工作流程

  1. 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
  2. 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
  3. Discover exact CLI flags before calling:
    bash
    longbridge calc-index --help
longbridge operating --help
longbridge valuation --help
longbridge dividend --help
  4. 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
  5. Filter in-context: discard symbols that fail any hard threshold.
  6. 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%.
  7. Output the candidate table sorted by composite score descending (see Output section). Cite Longbridge Securities.
  1. 收集筛选条件 — 若用户未提供则主动询问。默认示例：
    • 价值股筛选：PE < 20、PB < 2、ROE > 12%、股息率 > 2%
    • 成长股筛选：营收增速 > 20%、净利润增速 > 20%、PE < 40
  2. 获取候选股票池。可选方式（询问用户）：
    • 用户提供股票代码列表。
    • 以指数作为股票池（先调用
      longbridge-constituent
      ）：
      bash
      longbridge constituent 000300.SH --limit 300 --format json
  3. 调用前查看准确的CLI参数：
    bash
    longbridge calc-index --help
longbridge operating --help
longbridge valuation --help
longbridge dividend --help
  4. 批量查询每只候选股票（尽可能并行调用）：
    bash
    longbridge calc-index <SYMBOL> --format json
longbridge operating <SYMBOL> --format json
longbridge dividend <SYMBOL> --format json
  5. 上下文筛选：剔除未达到任一硬性阈值的股票代码。
  6. 为符合条件的股票打分：将通过筛选的股票的每个因子归一化至0-1区间；计算加权综合得分。默认权重：ROE 25%、营收增速20%、PE 20%、PB 15%、股息率10%、净利润增速10%。
  7. 输出按综合得分降序排列的候选股票表格（见输出部分）。注明数据来源为Longbridge Securities。

CLI

CLI 命令

bash
undefined
bash
undefined

Step 0: discover flags

步骤0：查看参数

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

Step 1: get universe (if using an index)

步骤1：获取股票池（若使用指数）

NOTE: JSON response uses key "stocks" (not "list") — extract symbols from data["stocks"]

注意：JSON响应使用键"stocks"（而非"list"）——从data["stocks"]中提取股票代码

longbridge constituent 000300.SH --limit 300 --format json
longbridge constituent 000300.SH --limit 300 --format json

Step 2: per-symbol data (repeat for each candidate)

步骤2：单只股票数据（为每只候选股票重复执行）

longbridge calc-index 600519.SH --format json # PE, PB, PS, dividend yield
longbridge calc-index 600519.SH --format json # PE、PB、PS、股息率

NOTE: 
operating
returns data for HK stocks only; for US/A-share use financial-report instead

注意：
operating
仅返回港股数据；美股/A股请改用financial-report

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
undefined
longbridge operating 700.HK --format json # ROE、营收/利润增速（仅港股） longbridge financial-report AAPL.US --kind IS --report af --format json # 美股/A股备选方案 longbridge dividend 600519.SH --format json # 股息历史
undefined

Output

输出格式

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.
因子筛选结果 — 数据来源：Longbridge Securities
筛选条件：PE < 20、ROE > 15%、营收增速 > 10%
股票池：沪深300（共检查300只股票） | 符合条件：N只

排名 | 股票代码       | 名称    | PE   | PB  | ROE   | 营收增速 | 净利润增速 | 股息率 | 得分
-----|-------------|---------|------|-----|-------|---------|--------|-----------|------
  1  | 600519.SH   | 贵州茅台 | 28.1 | 9.5 | 31.2% | +18.4%  | +15.7% | 2.1%      | 0.87
  2  | 601318.SH   | 中国平安 | 8.2  | 1.2 | 14.8% | +12.1%  | +10.3% | 4.5%      | 0.79
 ...

说明：
- 得分 = 加权综合得分（ROE 25%、营收增速20%、PE 20%、PB 15%、股息率10%、净利润增速10%）
- PE和PB：数值越低越好（打分时反向计算）；ROE/增速/股息率：数值越高越好
- 无数据（N/A）的字段不计入得分分母

⚠️ 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

局限性

  • 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.
  • 筛选仅针对用户提供的股票列表或指数成分股——并非实时全市场筛选工具。
  • 数据为最新可用报告的时点数据；前瞻性因子需参考分析师共识（调用
    longbridge-fundamental
    ）。
  • 若候选股票列表超过约30只，需分批处理并注明仅显示部分结果。

Error handling

错误处理

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-terminalFall 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/ANo 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 30Process in batches of 30; note partial coverage.
Other stderr原文显示错误原文顯示錯誤Surface verbatim.
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-terminalFall 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/ANo 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 30Process 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

MCP 备选方案

CLI subcommandMCP 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
CLI subcommandMCP 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

相关技能

  • 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
  • 单只股票基本面深度分析 → 
    longbridge-fundamental
  • 单只股票估值百分位 → 
    longbridge-valuation
  • 多只股票估值对比 → 
    longbridge-peer-comparison
  • 指数成分股（股票池）→ 
    longbridge-constituent
  • 股息历史详情 → 
    longbridge-corporate

File layout

文件结构

longbridge-factor-screen/
└── SKILL.md          # prompt-only, no scripts/
longbridge-factor-screen/
└── SKILL.md          # 仅含提示词，无scripts目录