longbridge-portfolio
Prompt-only skill for
account-level analysis. Distinguished from
(snapshot lookup): this skill answers
"how am I doing", not
"what do I hold".
Response language: match the user's input language — Simplified Chinese / Traditional Chinese / English.
Privacy: returns the user's private P&L. Only render detailed numbers in direct conversation; if you suspect screen-sharing or third-party observation, ask before showing exact figures. Never echo amounts into PR descriptions, tickets, or other places third parties can read.
Login
This skill requires a logged-in session with trade scope:
bash
longbridge auth login # check "trade" / 「交易」 permission in the browser auth screen
If using MCP fallback and a tool returns unauthorized / not in authorized scope, re-authorise:
bash
claude mcp logout longbridge
# Re-trigger any MCP tool call; check "trade" / 「交易」 permission.
When to use
- "我账户表现如何", "how is my account doing?"
- "我本月浮盈", "this month's P&L"
- "我哪只股票贡献最多", "top contributors"
- "我货币暴露", "currency exposure"
- "我账户行业分布", "industry mix"
"Me" disambiguation
By default, treat 我 / me / my account as all-account aggregate. If the user explicitly says "我的港股账户" / "my US sub-account", restrict to that sub-account.
Time-window inference
| Phrase | Window |
|---|
| 本月 / this month | first day of this month → today |
| 本周 / this week | this Monday → today |
| 近 30 天 / past 30 days | → |
| 今年 / YTD | Jan 1 → today |
| 全部 / since opening / no time | use defaults (typically since account opening) |
LLM uses today's date from system context.
Tool selection by intent
| User intent | Tools |
|---|
| Full portfolio overview | + + (combo) |
| This month's P&L | profit_analysis(start=2026-04-01, end=2026-04-28)
|
| Biggest contributors | + |
| Currency exposure | + |
| Industry distribution | + per-symbol (industry field) |
| Short-selling margin details | |
CLI
Run
longbridge <subcommand> --help
to verify exact flags. Example for
"我本月账户表现" (run concurrently):
bash
longbridge profit-analysis --start 2026-05-01 --end 2026-05-06 --format json
longbridge profit-analysis detail --start 2026-05-01 --end 2026-05-06 --format json
longbridge assets --format json
longbridge positions --format json
longbridge exchange-rate --format json
For short-selling positions:
bash
longbridge portfolio short-margin --format json # per-position margin deposit breakdown
Workflow
-
Confirm trade-scope login (see Login section).
-
Decide the time window (table above) and the toolset (table above).
-
Run CLI commands concurrently (see CLI section). If
is not installed, fall back to MCP.
-
Convert FX to USD-equivalent yourself (use
from the same call day) —
may return mixed currencies.
-
Render the 4-section structure. Cite Longbridge Securities. End with the not-investment-advice disclaimer.
Output template
My account performance — Source: Longbridge Securities; period YYYY-MM-DD ~ YYYY-MM-DD
[1. Overview]
- Total NAV (USD-equivalent): $X
- Cash: $X (Y% of NAV)
- Holdings: $X (Y% of NAV)
- Period P&L: +$X (+Y%)
[2. Currency exposure]
- USD: $X
- HKD: HK$X (≈ $X USD)
- CNY: ¥X (≈ $X USD)
- SGD: S$X (if held)
[3. Single-stock contribution (this period)]
| Symbol | Name | P&L (USD-eq) | Share |
|---|---|---:|---:|
| NVDA.US | NVIDIA | +$5,200 | 42% |
| 700.HK | 腾讯 | +$3,100 | 25% |
| TSLA.US | Tesla | -$1,800 | -15% |
| ... | ... | ... | ... |
[4. Industry distribution] (stock_positions × static_info industry field, by market value)
- 半导体 / Semiconductors: 35%
- 互联网 / Internet: 20%
- ...
⚠️ 以上数据仅供参考，不构成调仓建议。/ 以上數據僅供參考，不構成調倉建議。/ For reference only. Not rebalancing advice.
(Translate into the user's language.)
Performance optimisation
Industry distribution requires
per symbol (N positions = N calls). When a user holds
≥ 30 names:
- Tell the user "computing industry distribution; this may take a moment...", OR
- Simplify: take the top 10 by market value, group the rest as "other".
Same for the contribution ranking — list the top 10 (mix of leaders and laggards) by default; do not flood with the full position book.
Output constraints
- Must include all 4 sections.
- Must label currency on every figure; mark USD-equivalent with .
- Must end with the not-rebalancing-advice disclaimer.
Error handling
| Situation | Reply |
|---|
command not found: longbridge
| Fall back to MCP; if MCP also unavailable, tell user to install longbridge-terminal. |
| stderr / | Tell user to run with trade permission. |
| returns empty | "{window}: no recorded P&L (account had no positions or no trades)." |
| returns one currency | Skip the multi-currency section; show that one currency. |
| returns empty | Skip sections 3 + 4; show cash-only overview. |
MCP fallback
If
CLI is not installed (
), use MCP tools instead:
| MCP tool | CLI equivalent | Scope |
|---|
mcp__longbridge__profit_analysis
| longbridge profit-analysis
| trade |
mcp__longbridge__profit_analysis_detail
| longbridge profit-analysis detail
| trade |
mcp__longbridge__stock_positions
| | trade |
mcp__longbridge__account_balance
| | trade |
mcp__longbridge__fund_positions
| longbridge fund-positions
| trade |
mcp__longbridge__exchange_rate
| | quote |
mcp__longbridge__static_info
| | quote |
MCP setup:
claude mcp add --transport http longbridge https://openapi.longbridge.com/mcp
(trade scope required).
Related skills
- Position lookup ("what do I own?") →
- Per-symbol drill-down → , ,
- "Why is X down?" →
- "Should I sell X?" → combine with + for a fuller picture.
File layout
longbridge-portfolio/
└── SKILL.md # prompt-only, no scripts/