longbridge-portfolio-diagnosis

Original：🇺🇸 English

Translated

Portfolio diagnosis via Longbridge — concentration risk (top-5 weight), sector/industry distribution, currency exposure, factor exposure (large/small-cap, value/growth), pairwise correlation risk across holdings, and deviation from benchmark. Triggers: "组合诊断", "持仓集中度", "组合分析", "因子暴露", "行业分布", "货币敞口", "相关性风险", "组合检查", "組合診斷", "持倉集中度", "組合分析", "因子暴露", "行業分布", "貨幣敞口", "相關性風險", "portfolio diagnosis", "concentration risk", "factor exposure", "sector distribution", "currency exposure", "correlation risk", "portfolio review", "holdings analysis".

3installs

Sourcelongbridge/skills

Added on2026-05-13

NPX Install

npx skill4agent add longbridge/skills longbridge-portfolio-diagnosis

SKILL.md Content

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longbridge-portfolio-diagnosis

Prompt-only analysis skill. Pulls live account data and recent price history to give a comprehensive portfolio health-check: concentration, sector mix, currency breakdown, factor tilt, cross-holding correlation, and benchmark deviation.

Response language: match the user's input language — Simplified Chinese / Traditional Chinese / English.

When to use

"帮我诊断一下我的组合" / "組合診斷" / "diagnose my portfolio"
"我的持仓集中度高吗" / "持倉集中度高嗎" / "check concentration risk"
"行业分布怎么样" / "行業分布" / "sector distribution in my holdings"
"货币风险怎么样" / "貨幣敞口" / "currency exposure breakdown"
"因子暴露分析" / "factor exposure analysis"
"持仓之间相关性" / "correlation risk across holdings"

Workflow

Fetch account data with

longbridge portfolio

and

longbridge positions

.

For correlation analysis, fetch 60-day daily kline for each holding concurrently.
Compute diagnostics in the LLM (see Calculations section).
Present a structured diagnosis report.

CLI

Run

longbridge <subcommand> --help

to verify exact flags before calling.

bash

# Step 1: account summary + positions
longbridge portfolio --format json
longbridge positions --format json

# Step 2: 60-day price history for each holding (run concurrently per symbol)
longbridge kline <SYMBOL> --period day --count 60 --format json

# Step 3: sector/valuation context per holding
longbridge calc-index <SYMBOL> --format json

Calculations

Compute the following in the LLM from fetched data:

Metric	Method
Top-5 concentration	Sum of top-5 positions by market value ÷ total portfolio value
Sector distribution	Group positions by `industry` / `sector` field; compute % of total MV
Currency exposure	Group by currency of listing; compute % of total MV
Factor tilt	Large-cap (market cap > $10B) vs small-cap; PE < 15 / dividend yield > 3% = value tilt
Pairwise correlation	Pearson correlation of 60-day daily returns; flag pairs with r > 0.8 as high correlation
Benchmark deviation	If user provides a benchmark (e.g. SPX, HSI), compare sector weights

Output template

Portfolio Diagnosis — Source: Longbridge Securities
Date: <today>

[Concentration]
- Top-5 holdings: <names> = <N>% of portfolio
- Risk: {Low (<40%) / Medium (40-60%) / High (>60%)}

[Sector Distribution]
- <Sector>: <N>%  (target suggestion if heavily concentrated)
- ...

[Currency Exposure]
- USD: <N>%  HKD: <N>%  CNY: <N>%  Other: <N>%

[Factor Tilt]
- Large-cap: <N>%  Small-cap: <N>%
- Value tilt: <N>%  Growth tilt: <N>%

[Correlation Risk]
- High-correlation pairs (r > 0.8): <list>
- Diversification note: ...

[Summary & Suggestions]
- Key risks: ...
- Suggested actions: ...

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

Error handling

Situation	简体回复	繁體回復	English reply
`command not found: longbridge`	回退到 MCP；若也不可用，请安装 longbridge-terminal	回退到 MCP；若也不可用，請安裝 longbridge-terminal	Fall back to MCP; if unavailable, ask user to install longbridge-terminal.
stderr `not logged in`	请运行 `longbridge auth login` 登录	請運行 `longbridge auth login` 登入	Run `longbridge auth login` to authenticate.
Empty positions	账户暂无持仓，无法诊断	賬戶暫無持倉，無法診斷	No holdings found; cannot run diagnosis.
kline data unavailable for a symbol	跳过该标的相关性计算，标注数据缺失	略過該標的相關性計算，標注數據缺失	Skip correlation for that symbol; note data gap.

MCP fallback

If

longbridge

CLI is not installed, use MCP tools:

MCP tool	CLI equivalent
`mcp__longbridge__portfolio`	`longbridge portfolio`
`mcp__longbridge__positions`	`longbridge positions`
`mcp__longbridge__history_candlesticks`	`longbridge kline --period day`
`mcp__longbridge__calc_indexes`	`longbridge calc-index`

MCP setup:

claude mcp add --transport http longbridge https://openapi.longbridge.com/mcp

(

quote

+

trade_read

scopes).

Related skills

Rebalance to target weights →
```
longbridge-portfolio-rebalance
```
Risk metrics (VaR, drawdown) →
```
longbridge-risk-analysis
```
Asset allocation framework →
```
longbridge-asset-allocation
```
Portfolio P&L overview →
```
longbridge-portfolio
```

File layout

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

longbridge-portfolio-diagnosis

NPX Install

Tags

SKILL.md Content

longbridge-portfolio-diagnosis

When to use

Workflow

CLI

Calculations

Output template

Error handling

MCP fallback

Related skills

File layout