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longbridge-financial-checkup

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Original

English
🇨🇳

Translation

Chinese

longbridge-financial-checkup

longbridge-financial-checkup

Prompt-only analysis skill. Fetches three-statement financials and operating data from Longbridge, then scores the company across five financial-health dimensions for a total of 100 points.
Response language: match the user's input language — Simplified Chinese / Traditional Chinese / English.
纯Prompt分析技能。从Longbridge获取三大财务报表及运营数据，随后从五大财务健康维度对公司进行评分，总分100分。
回复语言：匹配用户输入语言——简体中文/繁体中文/英文。

When to use

使用场景

  • "TSLA 财务体检", "TSLA financial health check", "TSLA 財務體檢"
  • "700.HK 综合财务评分", "700.HK financial score"
  • "AAPL 盈利能力和偿债能力怎么样", "AAPL profitability and solvency"
  • "茅台 运营效率评分", "Maotai operating efficiency score"
For deep reconciliation / DuPont / fraud flags use 
longbridge-financial-analysis
. For raw data use 
longbridge-financial-report
.
  • "TSLA 财务体检", "TSLA financial health check", "TSLA 財務體檢"
  • "700.HK 综合财务评分", "700.HK financial score"
  • "AAPL 盈利能力和偿债能力怎么样", "AAPL profitability and solvency"
  • "茅台 运营效率评分", "Maotai operating efficiency score"
如需深度对账/杜邦分析/欺诈识别，请使用
longbridge-financial-analysis
。如需原始数据，请使用
longbridge-financial-report
。

CLI

CLI工具

Run 
longbridge financial-report --help
before use to verify flags:
bash
undefined
使用前请运行
longbridge financial-report --help
验证参数：
bash
undefined

Primary — fetch all statements

主要命令——获取所有报表

longbridge financial-report <SYMBOL> --kind ALL --format json
longbridge financial-report <SYMBOL> --kind ALL --format json

Operating data (HK listed)

运营数据（香港上市公司）

longbridge operating <SYMBOL> --format json
longbridge operating <SYMBOL> --format json

If unsure about subcommands:

若不了解子命令：

longbridge financial-report --help longbridge operating --help
undefined
longbridge financial-report --help longbridge operating --help
undefined

Workflow

工作流程

  1. Resolve symbol to 
    <CODE>.<MARKET>
    format.
  2. Fetch data: call 
    financial-report --kind ALL
    first; attempt 
    operating
    for additional turnover metrics.
  3. Score each dimension in-LLM (20 points each, 100 total):
  1. 解析代码为
    <CODE>.<MARKET>
    格式。
  2. 获取数据：先调用
    financial-report --kind ALL
    ；尝试调用
    operating
    获取额外周转指标。
  3. 各维度评分（由大语言模型完成，每个维度20分，总分100分）：

Dimension 1 — Profitability (盈利能力, 20 pts)

维度1——盈利能力（20分）

MetricFull marksBenchmark
ROE8 pts> 15% = 8; 10-15% = 5; < 10% = 2
Net margin6 pts> 20% = 6; 10-20% = 4; < 10% = 2
Gross margin6 pts> 50% = 6; 30-50% = 4; < 30% = 2
指标满分评分标准
ROE8分> 15% = 8; 10-15% = 5; < 10% = 2
净利率6分> 20% = 6; 10-20% = 4; < 10% = 2
毛利率6分> 50% = 6; 30-50% = 4; < 30% = 2

Dimension 2 — Growth (成长性, 20 pts)

维度2——成长性（20分）

MetricFull marksBenchmark
Revenue YoY10 pts> 20% = 10; 10-20% = 7; 0-10% = 4; < 0% = 1
Net income YoY10 pts> 20% = 10; 10-20% = 7; 0-10% = 4; < 0% = 1
指标满分评分标准
营收同比10分> 20% = 10; 10-20% = 7; 0-10% = 4; < 0% = 1
净利润同比10分> 20% = 10; 10-20% = 7; 0-10% = 4; < 0% = 1

Dimension 3 — Financial health (财务健康, 20 pts)

维度3——财务健康（20分）

MetricFull marksBenchmark
Debt-to-assets ratio8 pts< 30% = 8; 30-60% = 5; > 60% = 2
Current ratio6 pts> 2 = 6; 1-2 = 4; < 1 = 1
Interest coverage6 pts> 10x = 6; 5-10x = 4; < 5x = 1
指标满分评分标准
资产负债率8分< 30% = 8; 30-60% = 5; > 60% = 2
流动比率6分> 2 = 6; 1-2 = 4; < 1 = 1
利息保障倍数6分> 10x = 6; 5-10x = 4; < 5x = 1

Dimension 4 — Cash quality (现金质量, 20 pts)

维度4——现金质量（20分）

MetricFull marksBenchmark
Operating CF / Net income20 pts> 1.2 = 20; 0.8-1.2 = 14; 0.5-0.8 = 8; < 0.5 = 3
指标满分评分标准
经营现金流/净利润20分> 1.2 = 20; 0.8-1.2 = 14; 0.5-0.8 = 8; < 0.5 = 3

Dimension 5 — Operating efficiency (运营效率, 20 pts)

维度5——运营效率（20分）

MetricFull marksBenchmark
Inventory turnover days10 pts< 30d = 10; 30-60d = 7; > 90d = 3
AR turnover days10 pts< 30d = 10; 30-60d = 7; > 90d = 3
  1. Sum all dimensions → total score / 100.
  2. Output report card with grade; cite Longbridge Securities; end with disclaimer.
指标满分评分标准
存货周转天数10分< 30d = 10; 30-60d = 7; > 90d = 3
应收账款周转天数10分< 30d = 10; 30-60d = 7; > 90d = 3
  1. 汇总所有维度得分→总分/100。
  2. 输出带评级的评分报告；注明数据来源为Longbridge Securities；结尾添加免责声明。

Output

输出示例

{Symbol} Financial Health Report Card — Source: Longbridge Securities
Period: {report_period}  |  Scored: {date}

Dimension              Score   Max
─────────────────────────────────
Profitability          {X}    / 20
Growth                 {X}    / 20
Financial health       {X}    / 20
Cash quality           {X}    / 20
Operating efficiency   {X}    / 20
─────────────────────────────────
TOTAL                  {X}    / 100

Grade: {A (≥85) / B (70-84) / C (55-69) / D (<55)}

Key findings:
+ {Strength 1}
+ {Strength 2}
- {Weakness 1}
- {Weakness 2}

⚠️ 以上评分仅供参考，不构成投资建议。/ 以上評分僅供參考，不構成投資建議。/ For reference only. Not investment advice.
{Symbol} 财务健康评分报告 — 来源：Longbridge Securities
报告期：{report_period}  |  评分日期：{date}

维度                  得分   满分
─────────────────────────────────
盈利能力              {X}    / 20
成长性                 {X}    / 20
财务健康               {X}    / 20
现金质量               {X}    / 20
运营效率               {X}    / 20
─────────────────────────────────
总分                  {X}    / 100

评级：{A (≥85) / B (70-84) / C (55-69) / D (<55)}

关键发现：
+ {优势1}
+ {优势2}
- {劣势1}
- {劣势2}

⚠️ 以上评分仅供参考，不构成投资建议。/ 以上評分僅供參考，不構成投資建議。/ For reference only. Not investment advice.

Error handling

错误处理

Situation简体中文回复繁體中文 / English
command not found: longbridge
回退到 MCP；如 MCP 也不可用，请安装 longbridge-terminal。回退到 MCP；如也不可用，請安裝 longbridge-terminal。/ Fall back to MCP; if also unavailable, install longbridge-terminal.
stderr 
not logged in
请运行 
longbridge auth login
登录。		請執行 
longbridge auth login
。/ Run 
longbridge auth login
.
Metric data unavailable该维度评分跳过，注明数据缺失，总分按可用维度折算。該維度評分跳過，注明數據缺失，總分按可用維度折算。/ Skip dimension; note missing data; prorate total score.
Returns empty / no data"{symbol} 暂无财务报表数据。""{symbol} 暫無財務報表數據。" / "{symbol} has no financial data."
Other stderr直接显示原始错误，不静默重试。顯示原始錯誤。/ Surface verbatim — do not retry silently.
场景简体中文回复繁体中文 / English
command not found: longbridge
回退到 MCP；如 MCP 也不可用，请安装 longbridge-terminal。回退到 MCP；如也不可用，請安裝 longbridge-terminal。/ Fall back to MCP; if also unavailable, install longbridge-terminal.
stderr 
not logged in
请运行 
longbridge auth login
登录。		請執行 
longbridge auth login
。/ Run 
longbridge auth login
.
指标数据缺失该维度评分跳过，注明数据缺失，总分按可用维度折算。該維度評分跳過，注明數據缺失，總分按可用維度折算。/ Skip dimension; note missing data; prorate total score.
返回空数据/无数据"{symbol} 暂无财务报表数据。""{symbol} 暫無財務報表數據。" / "{symbol} has no financial data."
其他stderr错误直接显示原始错误，不静默重试。顯示原始錯誤。/ Surface verbatim — do not retry silently.

MCP fallback

MCP fallback方案

If 
longbridge
CLI is not installed, use MCP tools:
MCP toolCLI equivalent
mcp__longbridge__financial_report
longbridge financial-report --kind ALL
MCP setup: 
claude mcp add --transport http longbridge https://openapi.longbridge.com/mcp
(
quote
scope).
若未安装
longbridge
CLI工具，可使用MCP工具：
MCP工具CLI等效命令
mcp__longbridge__financial_report
longbridge financial-report --kind ALL
MCP配置：
claude mcp add --transport http longbridge https://openapi.longbridge.com/mcp
（需
quote
权限）。

Related skills

相关技能

  • Deep analysis (DuPont / fraud flags) → 
    longbridge-financial-analysis
  • Raw three-statement data → 
    longbridge-financial-report
  • Quick KPI snapshot → 
    longbridge-fundamental
  • Valuation (PE / PB) → 
    longbridge-valuation
  • 深度分析（杜邦分析/欺诈识别）→ 
    longbridge-financial-analysis
  • 原始三大报表数据→ 
    longbridge-financial-report
  • 快速KPI快照→ 
    longbridge-fundamental
  • 估值分析（PE/PB）→ 
    longbridge-valuation

File layout

文件结构

longbridge-financial-checkup/
└── SKILL.md   # prompt-only, no scripts/
longbridge-financial-checkup/
└── SKILL.md   # 纯Prompt实现，无scripts目录