Back to Details

longbridge-fundamental

Compare original and translation side by side

🇺🇸

Original

English
🇨🇳

Translation

Chinese

longbridge-fundamental

longbridge-fundamental

Prompt-only analysis skill. Orchestrates Longbridge CLI commands to deliver a five-dimension fundamentals snapshot: profitability, financial health, growth, shareholder return, market expectation.
Response language: match the user's input language — Simplified Chinese / Traditional Chinese / English.
仅基于提示词的分析技能。协调Longbridge CLI命令，提供五个维度的基本面快照：盈利能力、财务健康、增长能力、股东回报、市场预期。
响应语言：匹配用户输入语言——简体中文/繁体中文/英文。

Three depth tiers

三个深度层级

LLM picks based on prompt verbosity:
TierTrigger phrasesTools called
snapshot"X 怎么样", "how is X", brief curiosity
financial-report --latest
+ 
analyst-estimates
+ 
consensus
standard (default)"X 基本面 / 业绩 / 财报", "X fundamentals"snapshot + 
financial-statement
(IS/BS/CF) + 
dividend
full"X 全面分析", "detailed fundamentals"standard + 
company
+ 
operating
+ 
corp_action
+ 
institution-rating
(with 
--history
+ 
detail
)
Tiers are additive — don't pull all 8+ tools when the user asks a casual question.
大语言模型（LLM）根据提示词的详细程度选择：
层级触发短语调用工具
snapshot（快照）"X 怎么样", "how is X", 简单好奇类提问
financial-report --latest
+ 
analyst-estimates
+ 
consensus
standard（标准，默认）"X 基本面 / 业绩 / 财报", "X fundamentals"快照层级工具 + 
financial-statement
（IS/BS/CF） + 
dividend
full（完整）"X 全面分析", "detailed fundamentals"标准层级工具 + 
company
+ 
operating
+ 
corp_action
+ 
institution-rating
（带
--history
+ 
detail
参数）
层级为叠加式——当用户仅提出随意问题时，无需调用全部8+工具。

When to use

使用场景

  • "贵州茅台 基本面", "NVDA fundamentals" → standard
  • "NVDA 业绩好不好", "how is NVDA's earnings" → standard, but never reduce to good/bad — give numbers
  • "AAPL 毛利率", "AAPL gross margin" → snapshot/standard
  • "X 下季度 EPS 预期" → snapshot is sufficient
  • "X 财务健康吗", "is X financially healthy" → standard
For valuation lens (PE, PB) → 
longbridge-valuation
. For comparison → 
longbridge-peer-comparison
.
  • "贵州茅台 基本面", "NVDA fundamentals" → 标准层级
  • "NVDA 业绩好不好", "how is NVDA's earnings" → 标准层级，但绝对不要简化为好/坏的二元判断——需提供具体数据
  • "AAPL 毛利率", "AAPL gross margin" → 快照/标准层级
  • "X 下季度 EPS 预期" → 快照层级已足够
  • "X 财务健康吗", "is X financially healthy" → 标准层级
若需估值视角（PE、PB）→ 使用
longbridge-valuation
。若需对比分析→ 使用
longbridge-peer-comparison
。

CLI

CLI 命令

Run 
longbridge <subcommand> --help
to verify exact flags. Standard tier example (run concurrently):
bash
undefined
运行
longbridge <subcommand> --help
验证具体参数。标准层级示例（并发执行）：
bash
undefined

Snapshot tier

Snapshot tier

longbridge financial-report NVDA.US --latest --format json # key KPI summary (revenue/EPS/ROE) longbridge analyst-estimates NVDA.US --format json # EPS consensus (high/low/mean/median) longbridge consensus NVDA.US --format json # coverage and target price
longbridge financial-report NVDA.US --latest --format json # key KPI summary (revenue/EPS/ROE) longbridge analyst-estimates NVDA.US --format json # EPS consensus (high/low/mean/median) longbridge consensus NVDA.US --format json # coverage and target price

Standard tier — add

Standard tier — add

longbridge financial-statement NVDA.US --kind ALL --format json # full line-item IS/BS/CF longbridge dividend NVDA.US --format json longbridge forecast-eps NVDA.US --format json

Full tier — add:

```bash
longbridge company NVDA.US --format json
longbridge operating NVDA.US --format json
longbridge corp-action NVDA.US --format json
longbridge institution-rating NVDA.US --format json              # rating distribution + target price
longbridge institution-rating NVDA.US --history --format json    # rating/target price change history
longbridge institution-rating detail NVDA.US --format json       # per-institution rating detail
longbridge institution-rating NVDA.US --industry-rank --format json  # industry-wide analyst coverage rank
longbridge financial-statement NVDA.US --kind ALL --format json # full line-item IS/BS/CF longbridge dividend NVDA.US --format json longbridge forecast-eps NVDA.US --format json

完整层级——新增：

```bash
longbridge company NVDA.US --format json
longbridge operating NVDA.US --format json
longbridge corp-action NVDA.US --format json
longbridge institution-rating NVDA.US --format json              # rating distribution + target price
longbridge institution-rating NVDA.US --history --format json    # rating/target price change history
longbridge institution-rating detail NVDA.US --format json       # per-institution rating detail
longbridge institution-rating NVDA.US --industry-rank --format json  # industry-wide analyst coverage rank

Workflow

工作流程

  1. Resolve symbol; multi-symbol → route to 
    longbridge-peer-comparison
    .
  2. Pick a tier based on prompt; call CLI commands concurrently (see CLI section above).
  3. If 
    longbridge
    is not installed, fall back to MCP (see MCP fallback section).
  4. Translate fields using the dictionary below; output the 5-section structure with disclosure dates.
  5. Cite Longbridge Securities; end with not-investment-advice disclaimer.
  1. 解析股票代码；多代码请求→转至
    longbridge-peer-comparison
    技能。
  2. 根据提示词选择层级；并发调用CLI命令（见上述CLI部分）。
  3. 若未安装
    longbridge
    ，则 fallback至MCP（见MCP fallback部分）。
  4. 使用下方词典翻译字段；输出带披露日期的5板块结构内容。
  5. 注明数据来源为Longbridge Securities；结尾附上非投资建议免责声明。

Output template (5 sections, mandatory)

输出模板（5板块，必填）

{Symbol} ({code}) fundamentals — Source: Longbridge Securities (period end: {fp_end / rpt_date})

[1. Profitability]
- Revenue (latest quarter): X (currency), YoY +Y%
- Net income: X, YoY +Y%
- Gross / net margin: X% / Y%
- ROE: X%

[2. Financial health]
- Debt-to-equity: X%
- Operating cash flow (TTM): X
- Free cash flow: X
- Current / quick ratio (if available)

[3. Growth]
- Revenue YoY (last 4 quarters): +X% / +Y% / +Z% / +W% — trend description
- Net income YoY (last 4 quarters): same

[4. Shareholder return]
- Last dividend date / amount
- Dividend yield: X% (if computable)
- Recent buybacks / issuance (full tier only)

[5. Market expectations (analysts)]
- Consensus next-quarter EPS: X
- Coverage: N analysts; X buy / Y hold / Z sell
- Median target price: X

⚠️ 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.
(Translate to the user's language; if a section's data is missing, state so explicitly — do not invent.)
{Symbol} ({code}) 基本面信息 — 来源：Longbridge Securities（报告期末：{fp_end / rpt_date}）

[1. 盈利能力]
- 最新季度营收：X（币种），同比（YoY）增长+Y%
- 净利润：X，同比增长+Y%
- 毛利润率/净利润率：X% / Y%
- ROE：X%

[2. 财务健康]
- 资产负债率：X%
- 滚动12个月（TTM）经营现金流：X
- 自由现金流：X
- 流动比率/速动比率（若有数据）

[3. 增长能力]
- 过去4个季度营收同比：+X% / +Y% / +Z% / +W% — 趋势描述
- 过去4个季度净利润同比：同上

[4. 股东回报]
- 最新分红日期/金额
- 股息率：X%（若可计算）
- 近期回购/增发（仅完整层级提供）

[5. 市场预期（分析师）]
- 下季度共识EPS：X
- 覆盖分析师数量：N位；买入X/持有Y/卖出Z
- 目标价中位数：X

⚠️ 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.
（根据用户语言翻译；若某板块数据缺失，需明确说明——不得编造数据。）

Field dictionary

字段词典

The full IS / BS / CF / ratio field-name dictionary (中 / 繁 / EN), plus per-industry reading guidance, lives in references/field-dictionary.md. Load it on demand when the prompt actually requires field translation or industry context.
完整的利润表（IS）/资产负债表（BS）/现金流量表（CF）/比率字段名称词典（中/繁/英），以及分行业解读指南，存放在references/field-dictionary.md中。当提示词确实需要字段翻译或行业背景时，按需加载该词典。

Output constraints

输出约束

  • Must cover all 5 sections (state missing data, do not silently skip).
  • Must include the disclosure date (
    fp_end
    / 
    rpt_date
    ).
  • Must end with the not-investment-advice disclaimer.
  • Do not say "good earnings / bad earnings" as a binary. Anchor language in numbers (e.g. "revenue grew 20% YoY, above the industry mean of 12%").
  • Do not forecast next quarter's earnings — the analyst consensus already covers that.
  • 必须覆盖全部5个板块（若数据缺失需明确说明，不得跳过）。
  • 必须包含披露日期（
    fp_end
    / 
    rpt_date
    ）。
  • 必须结尾附上非投资建议免责声明。
  • 不得用“业绩好/坏”这类二元表述。需基于数据描述（例如："营收同比增长20%，高于行业均值12%"）。
  • 不得预测下季度业绩——分析师共识已涵盖该内容。

Industry-specific reading

分行业解读

Heuristics differ by sector. Anchor on vs industry mean or vs own history, not absolute thresholds. Concrete sector notes (banks / tech / cyclicals / asset-heavy) live in references/field-dictionary.md.
不同行业的分析方法有所不同。需以与行业均值对比或与自身历史对比为基准，而非绝对阈值。具体行业说明（银行/科技/周期性行业/重资产行业）可查看references/field-dictionary.md。

Error handling

错误处理

SituationReply
command not found: longbridge
Fall back to MCP; if MCP also unavailable, tell user to install longbridge-terminal.
financial-report
returns empty		"{symbol} has no reported earnings (newly listed?)."
consensus
< 3 analysts		Caveat: "small coverage — consensus is indicative only"
dividend
returns empty		"{symbol} pays no dividends or has no dividend record."
stderr 
not logged in
Tell user to run 
longbridge auth login
.
场景回复内容
command not found: longbridge
Fallback至MCP；若MCP也不可用，告知用户安装longbridge-terminal。
financial-report
返回空数据		"{symbol}暂无已披露业绩（可能是新上市公司？）。"
consensus
覆盖分析师不足3位		提示："分析师覆盖较少——共识数据仅作参考"
dividend
返回空数据		"{symbol}不派发现金股息或无分红记录。"
错误信息
not logged in
告知用户运行
longbridge auth login
进行登录。

MCP fallback

MCP 备选方案

If 
longbridge
CLI is not installed (
command not found
), use MCP tools instead:
MCP toolCLI equivalentTier
mcp__longbridge__latest_financial_report
longbridge financial-report --latest
snapshot
mcp__longbridge__analyst_estimates
longbridge analyst-estimates
snapshot
mcp__longbridge__forecast_eps
longbridge forecast-eps
snapshot
mcp__longbridge__consensus
longbridge consensus
snapshot
mcp__longbridge__financial_statement
longbridge financial-statement
standard
mcp__longbridge__financial_report
longbridge financial-report
standard
mcp__longbridge__dividend
longbridge dividend
standard
mcp__longbridge__company
longbridge company
full
mcp__longbridge__operating
longbridge operating
full
mcp__longbridge__corp_action
longbridge corp-action
full
mcp__longbridge__institution_rating
longbridge institution-rating
full
mcp__longbridge__institution_rating_history
longbridge institution-rating --history
full
mcp__longbridge__institution_rating_detail
longbridge institution-rating detail
full
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
），则使用MCP工具替代：
MCP工具对应CLI命令层级
mcp__longbridge__latest_financial_report
longbridge financial-report --latest
snapshot
mcp__longbridge__analyst_estimates
longbridge analyst-estimates
snapshot
mcp__longbridge__forecast_eps
longbridge forecast-eps
snapshot
mcp__longbridge__consensus
longbridge consensus
snapshot
mcp__longbridge__financial_statement
longbridge financial-statement
standard
mcp__longbridge__financial_report
longbridge financial-report
standard
mcp__longbridge__dividend
longbridge dividend
standard
mcp__longbridge__company
longbridge company
full
mcp__longbridge__operating
longbridge operating
full
mcp__longbridge__corp_action
longbridge corp-action
full
mcp__longbridge__institution_rating
longbridge institution-rating
full
mcp__longbridge__institution_rating_history
longbridge institution-rating --history
full
mcp__longbridge__institution_rating_detail
longbridge institution-rating detail
full
MCP配置：
claude mcp add --transport http longbridge https://openapi.longbridge.com/mcp
（需
quote
权限）。

Related skills

相关技能

  • Valuation lens (PE / PB / industry) → 
    longbridge-valuation
  • 2–5 symbol comparison → 
    longbridge-peer-comparison
  • News / market reaction → 
    longbridge-news
  • Live price → 
    longbridge-quote
  • 估值视角（PE/PB/行业）→ 
    longbridge-valuation
  • 2-5个标的对比→ 
    longbridge-peer-comparison
  • 新闻/市场反应→ 
    longbridge-news
  • 实时价格→ 
    longbridge-quote

File layout

文件结构

longbridge-fundamental/
├── SKILL.md
└── references/
    └── field-dictionary.md   # IS/BS/CF/ratio field names + per-industry caveats
Prompt-only — no 
scripts/
.
longbridge-fundamental/
├── SKILL.md
└── references/
    └── field-dictionary.md   # IS/BS/CF/ratio字段名称 + 分行业注意事项
仅基于提示词实现——无
scripts/
目录。