longbridge-financial-report

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🇺🇸

Original

English
🇨🇳

Translation

Chinese

longbridge-financial-report

longbridge-financial-report

Prompt-only analysis skill. Fetches complete three-statement financials from Longbridge and performs cross-statement reconciliation, DuPont decomposition, and earnings-quality analysis in the LLM.
Response language: match the user's input language — Simplified Chinese / Traditional Chinese / English.
仅基于提示词的分析技能。从Longbridge获取完整的三张财务报表,并在LLM中执行跨表勾稽、杜邦分解和盈利质量分析。
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

使用场景

  • "TSLA 三张表", "TSLA three financial statements", "TSLA 三張表"
  • "700.HK 资产负债表", "700.HK balance sheet", "700.HK 資產負債表"
  • "AAPL 现金流量表", "AAPL cash flow statement", "AAPL 現金流量表"
  • "NVDA 三表勾稽分析", "NVDA cross-statement reconciliation"
  • "茅台 杜邦分析", "Maotai DuPont decomposition"
  • "TSLA 盈利质量", "TSLA earnings quality", "TSLA accruals"
For a quick KPI snapshot use
longbridge-fundamental
. For valuation use
longbridge-valuation
.
  • "TSLA 三张表", "TSLA three financial statements", "TSLA 三張表"
  • "700.HK 资产负债表", "700.HK balance sheet", "700.HK 資產負債表"
  • "AAPL 现金流量表", "AAPL cash flow statement", "AAPL 現金流量表"
  • "NVDA 三表勾稽分析", "NVDA cross-statement reconciliation"
  • "茅台 杜邦分析", "Maotai DuPont decomposition"
  • "TSLA 盈利质量", "TSLA earnings quality", "TSLA accruals"
如需快速查看关键指标快照,请使用
longbridge-fundamental
。如需估值分析,请使用
longbridge-valuation

CLI

CLI

Run
longbridge financial-report --help
to verify exact flags before use. Primary calls:
bash
undefined
运行
longbridge financial-report --help
以确认使用前的准确参数。主要调用方式:
bash
undefined

Fetch all three statements (preferred — one call)

获取全部三张报表(推荐——单次调用)

longbridge financial-report TSLA.US --kind ALL --format json
longbridge financial-report TSLA.US --kind ALL --format json

Or fetch individual statements

或单独获取单张报表

longbridge financial-report TSLA.US --kind IS --format json # Income Statement longbridge financial-report TSLA.US --kind BS --format json # Balance Sheet longbridge financial-report TSLA.US --kind CF --format json # Cash Flow
longbridge financial-report TSLA.US --kind IS --format json # 利润表 longbridge financial-report TSLA.US --kind BS --format json # 资产负债表 longbridge financial-report TSLA.US --kind CF --format json # 现金流量表

Period options (verify exact values with --help)

周期选项(使用--help确认准确值)

longbridge financial-report 700.HK --kind ALL --report af --format json # Annual longbridge financial-report 700.HK --kind ALL --report saf --format json # Semi-annual longbridge financial-report 700.HK --kind ALL --report q1 --format json # Q1 longbridge financial-report 700.HK --kind ALL --report 3q --format json # Three-quarter (9-month) longbridge financial-report 700.HK --kind ALL --report qf --format json # Quarterly final
longbridge financial-report 700.HK --kind ALL --report af --format json # 年报 longbridge financial-report 700.HK --kind ALL --report saf --format json # 半年报 longbridge financial-report 700.HK --kind ALL --report q1 --format json # 第一季度 longbridge financial-report 700.HK --kind ALL --report 3q --format json # 前三季度(9个月) longbridge financial-report 700.HK --kind ALL --report qf --format json # 季度终报

If unsure about flags, always run first:

若不确定参数,请先运行:

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

Workflow

工作流程

  1. Resolve symbol to
    <CODE>.<MARKET>
    format (e.g.
    TSLA.US
    ,
    700.HK
    ,
    600519.SH
    ).
  2. Determine scope from user intent:
    • Single statement requested → fetch that kind only.
    • Reconciliation / DuPont / earnings quality → fetch
      --kind ALL
      .
  3. Call CLI (or MCP fallback). If
    longbridge
    not installed, fall back to MCP.
  4. In-LLM analysis per requested depth:
    AnalysisMethod
    三表勾稽 / Cross-statement reconciliationVerify: net income (IS) ≈ change in retained earnings (BS); net income + non-cash items ≈ operating cash flow (CF); ΔCash (CF) = ΔCash (BS)
    杜邦分解 / DuPont decompositionROE = Net Margin × Asset Turnover × Equity Multiplier
    盈利质量 / Earnings qualityAccrual ratio = (Net Income − Operating CF) / Avg Total Assets; high positive ratio → earnings less cash-backed
  5. Output structured report; cite Longbridge Securities; end with disclaimer.
  1. 解析标的代码
    <CODE>.<MARKET>
    格式(例如
    TSLA.US
    700.HK
    600519.SH
    )。
  2. 根据用户意图确定范围
    • 若请求单个报表→仅获取对应类型报表。
    • 若涉及勾稽/杜邦/盈利质量分析→使用
      --kind ALL
      获取全部报表。
  3. 调用CLI(或备用MCP)。若未安装
    longbridge
    ,则回退至MCP。
  4. LLM内分析(根据请求深度):
    分析类型方法
    三表勾稽 / Cross-statement reconciliation验证:净利润(IS)≈留存收益变动(BS);净利润+非现金项目≈经营活动现金流(CF);现金变动额(CF)=现金变动额(BS)
    杜邦分解 / DuPont decompositionROE = 净利润率 × 资产周转率 × 权益乘数
    盈利质量 / Earnings quality应计比率 = (净利润 − 经营活动现金流) / 平均总资产;高正值比率→盈利的现金支撑较弱
  5. 输出结构化报告;标注Longbridge Securities;结尾添加免责声明。

Output template

输出模板

{Symbol} ({code}) Financial Statements — Source: Longbridge Securities
Period: {report_period} | Report date: {rpt_date}

[Income Statement (IS)]
- Revenue: X  YoY ±Y%
- Gross profit / margin: X / Y%
- Operating income: X
- Net income: X  YoY ±Y%
- EPS (basic / diluted): X / Y

[Balance Sheet (BS)]
- Total assets: X
- Total liabilities: X  |  Debt-to-equity: Y%
- Cash & equivalents: X
- Shareholders' equity: X  |  Book value per share: Y

[Cash Flow (CF)]
- Operating CF: X
- Investing CF: X
- Financing CF: X
- Free cash flow (OCF − capex): X

[Cross-statement reconciliation]
- IS→BS: Net income vs ΔRetained earnings: {match / gap of X}
- IS→CF: Net income vs OCF bridge: {match / key non-cash items}
- CF→BS: ΔCash: {match / gap}

[DuPont decomposition]
ROE {X%} = Net margin {Y%} × Asset turnover {Z×} × Equity multiplier {W×}

[Earnings quality]
- Accrual ratio: X% — {low / medium / high} accrual, earnings are {cash-backed / partly accrual-driven / accrual-heavy}

⚠️ 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.
(Omit sections not requested; state "data unavailable" rather than inventing.)
{Symbol} ({code}) 财务报表 — 来源:Longbridge Securities
周期:{report_period} | 报告日期:{rpt_date}

[利润表(IS)]
- 营业收入:X  同比±Y%
- 毛利润/毛利率:X / Y%
- 营业利润:X
- 净利润:X  同比±Y%
- 每股收益(基本/稀释):X / Y

[资产负债表(BS)]
- 总资产:X
- 总负债:X  |  资产负债率:Y%
- 现金及等价物:X
- 股东权益:X  |  每股账面价值:Y

[现金流量表(CF)]
- 经营活动现金流:X
- 投资活动现金流:X
- 筹资活动现金流:X
- 自由现金流(经营活动现金流−资本支出):X

[跨表勾稽]
- IS→BS:净利润与留存收益变动对比:{匹配/差额为X}
- IS→CF:净利润与经营活动现金流差异:{匹配/关键非现金项目}
- CF→BS:现金变动额:{匹配/差额}

[杜邦分解]
ROE {X%} = 净利润率 {Y%} × 资产周转率 {Z次} × 权益乘数 {W倍}

[盈利质量]
- 应计比率:X% — {低/中/高}应计,盈利{现金支撑强/部分依赖应计/高度依赖应计}

⚠️ 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.
(省略未请求的部分;若无数据则注明“数据不可用”,切勿编造。)

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,请用户安装 longbridge-terminal。回退到 MCP;如 MCP 也不可用,請安裝 longbridge-terminal。/ Fall back to MCP; if also unavailable, tell user to 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
.
Returns empty / no data"{symbol} 暂无财务报表数据(可能为新上市或未覆盖标的)。""{symbol} 暫無財務報表數據。" / "{symbol} has no financial statement data (newly listed or not covered)."
Only one or two statements returned仅展示已返回的报表,注明缺失部分,不做勾稽。僅展示已返回報表,注明缺失。/ Show available statements only; note missing ones; skip reconciliation.
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體中文 / English
command not found: longbridge
回退到 MCP;如 MCP 也不可用,请用户安装 longbridge-terminal。回退到 MCP;如 MCP 也不可用,請安裝 longbridge-terminal。/ Fall back to MCP; if also unavailable, tell user to install longbridge-terminal.
stderr 返回
not logged in
请运行
longbridge auth login
登录。
請執行
longbridge auth login
。/ Run
longbridge auth login
.
返回空数据/无数据"{symbol} 暂无财务报表数据(可能为新上市或未覆盖标的)。""{symbol} 暫無財務報表數據。" / "{symbol} has no financial statement data (newly listed or not covered)."
仅返回一张或两张报表仅展示已返回的报表,注明缺失部分,不做勾稽。僅展示已返回報表,注明缺失。/ Show available statements only; note missing ones; skip reconciliation.
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备用方案

If
longbridge
CLI is not installed (
command not found
), use MCP tools:
MCP toolCLI equivalent
mcp__longbridge__financial_report
longbridge financial-report --kind ALL
mcp__longbridge__financial_statement
longbridge financial-statement --kind ALL
mcp__longbridge__latest_financial_report
longbridge financial-report --latest
MCP setup:
claude mcp add --transport http longbridge https://openapi.longbridge.com/mcp
(
quote
scope).
若未安装
longbridge
CLI(提示
command not found
),请使用MCP工具:
MCP工具CLI等价命令
mcp__longbridge__financial_report
longbridge financial-report --kind ALL
mcp__longbridge__financial_statement
longbridge financial-statement --kind ALL
mcp__longbridge__latest_financial_report
longbridge financial-report --latest
MCP配置:
claude mcp add --transport http longbridge https://openapi.longbridge.com/mcp
quote
权限)。

Related skills

相关技能

  • Quick KPI snapshot →
    longbridge-fundamental
  • Valuation (PE / PB / industry) →
    longbridge-valuation
  • Analyst consensus & EPS forecasts →
    longbridge-consensus
  • Industry peer comparison →
    longbridge-peer-comparison
  • 关键指标快速快照 →
    longbridge-fundamental
  • 估值分析(PE/PB/行业对比)→
    longbridge-valuation
  • 分析师共识与EPS预测 →
    longbridge-consensus
  • 行业同行对比 →
    longbridge-peer-comparison

File layout

文件结构

longbridge-financial-report/
└── SKILL.md   # prompt-only, no scripts/
longbridge-financial-report/
└── SKILL.md   # 仅基于提示词,无scripts/目录