longbridge-portfolio

Original：🇺🇸 English
Translated

Account-level analysis via Longbridge — total market value, cash share, period P&L, single-stock contribution ranking, industry distribution, currency exposure, historical P/L curve. Requires longbridge login with trade scope. Triggers: "我账户表现", "我本月浮盈", "我哪只股票贡献最多", "我组合配置", "我货币暴露", "我账户行业分布", "账户全貌", "我賬戶表現", "我本月浮盈", "我哪隻股貢獻最多", "我貨幣暴露", "我賬戶行業分佈", "my account performance", "monthly P&L", "biggest contributor", "portfolio breakdown", "currency exposure", "industry mix", "account-level analysis".

18installs
Sourcelongbridge/skills
Added on

NPX Install

npx skill4agent add longbridge/skills longbridge-portfolio

Tags

Translated version includes tags in frontmatter
longbridge-portfolioaccount-analysisportfolio-trackingcli-toolmcp-integration

SKILL.md Content

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longbridge-portfolio

Prompt-only skill for account-level analysis. Distinguished from 
longbridge-positions
(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

PhraseWindow
本月 / this monthfirst day of this month → today
本周 / this weekthis Monday → today
近 30 天 / past 30 days
today-30
→ 
today
今年 / YTDJan 1 → today
全部 / since opening / no timeuse 
profit_analysis
defaults (typically since account opening)
LLM uses today's date from system context.

Tool selection by intent

User intentTools
Full portfolio overview
profit_analysis
+ 
stock_positions
+ 
account_balance
(combo)
This month's P&L
profit_analysis(start=2026-04-01, end=2026-04-28)
Biggest contributors
profit_analysis_detail
+ 
stock_positions
Currency exposure
account_balance
+ 
exchange_rate
Industry distribution
stock_positions
+ per-symbol 
static_info
(industry field)
Short-selling margin details
portfolio short-margin

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

  1. Confirm trade-scope login (see Login section).
  2. Decide the time window (table above) and the toolset (table above).
  3. Run CLI commands concurrently (see CLI section). If 
    longbridge
    is not installed, fall back to MCP.
  4. Convert FX to USD-equivalent yourself (use 
    exchange_rate
    from the same call day) — 
    profit_analysis
    may return mixed currencies.
  5. 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 
static_info
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

SituationReply
command not found: longbridge
Fall back to MCP; if MCP also unavailable, tell user to install longbridge-terminal.
stderr 
not logged in
/ 
unauthorized
Tell user to run 
longbridge auth login
with trade permission.
profit-analysis
returns empty		"{window}: no recorded P&L (account had no positions or no trades)."
assets
returns one currency		Skip the multi-currency section; show that one currency.
positions
returns empty		Skip sections 3 + 4; show cash-only overview.

MCP fallback

If 
longbridge
CLI is not installed (
command not found
), use MCP tools instead:
MCP toolCLI equivalentScope
mcp__longbridge__profit_analysis
longbridge profit-analysis
trade
mcp__longbridge__profit_analysis_detail
longbridge profit-analysis detail
trade
mcp__longbridge__stock_positions
longbridge positions
trade
mcp__longbridge__account_balance
longbridge assets
trade
mcp__longbridge__fund_positions
longbridge fund-positions
trade
mcp__longbridge__exchange_rate
longbridge exchange-rate
quote
mcp__longbridge__static_info
longbridge static
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?") → 
    longbridge-positions
  • Per-symbol drill-down → 
    longbridge-quote
    , 
    longbridge-valuation
    , 
    longbridge-fundamental
  • "Why is X down?" → 
    longbridge-news
  • "Should I sell X?" → combine with 
    longbridge-valuation
    + 
    longbridge-fundamental
    for a fuller picture.

File layout

longbridge-portfolio/
└── SKILL.md          # prompt-only, no scripts/