Back to Details

longbridge-portfolio-diagnosis

Compare original and translation side by side

🇺🇸

Original

English
🇨🇳

Translation

Chinese

longbridge-portfolio-diagnosis

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.
仅基于提示词的分析Skill。提取实时账户数据和近期价格历史，提供全面的组合健康检查：集中度、板块构成、货币细分、因子倾向、跨持仓相关性以及基准偏离情况。
回复语言：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

  • "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"
  • "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

工作流程

  1. Fetch account data with 
    longbridge portfolio
    and 
    longbridge positions
    .
  2. For correlation analysis, fetch 60-day daily kline for each holding concurrently.
  3. Compute diagnostics in the LLM (see Calculations section).
  4. Present a structured diagnosis report.
  1. 通过
    longbridge portfolio
    和
    longbridge positions
    获取账户数据。
  2. 进行相关性分析时，同时获取每只持仓的60日日线数据。
  3. 在LLM中计算诊断指标（详见计算部分）。
  4. 生成结构化诊断报告。

CLI

CLI 命令

Run 
longbridge <subcommand> --help
to verify exact flags before calling.
bash
undefined
调用前运行
longbridge <subcommand> --help
确认具体参数。
bash
undefined

Step 1: account summary + positions

步骤1：账户汇总 + 持仓信息

longbridge portfolio --format json longbridge positions --format json
longbridge portfolio --format json longbridge positions --format json

Step 2: 60-day price history for each holding (run concurrently per symbol)

步骤2：获取每只持仓的60日价格历史（按代码并行运行）

longbridge kline <SYMBOL> --period day --count 60 --format json
longbridge kline <SYMBOL> --period day --count 60 --format json

Step 3: sector/valuation context per holding

步骤3：获取每只持仓的板块/估值背景信息

longbridge calc-index <SYMBOL> --format json
undefined
longbridge calc-index <SYMBOL> --format json
undefined

Calculations

计算逻辑

Compute the following in the LLM from fetched data:
MetricMethod
Top-5 concentrationSum of top-5 positions by market value ÷ total portfolio value
Sector distributionGroup positions by 
industry
/ 
sector
field; compute % of total MV
Currency exposureGroup by currency of listing; compute % of total MV
Factor tiltLarge-cap (market cap > $10B) vs small-cap; PE < 15 / dividend yield > 3% = value tilt
Pairwise correlationPearson correlation of 60-day daily returns; flag pairs with r > 0.8 as high correlation
Benchmark deviationIf user provides a benchmark (e.g. SPX, HSI), compare sector weights
基于获取的数据，在LLM中计算以下指标：
指标计算方法
前5大持仓集中度按市值排名前5的持仓总市值 ÷ 组合总市值
板块分布按
industry
/
sector
字段分组持仓；计算各板块占总市值的百分比
货币敞口按上市货币分组；计算各货币占总市值的百分比
因子倾向大盘股（市值>100亿美元）vs小盘股；市盈率<15 / 股息率>3%视为价值倾向
两两相关性60日每日收益率的皮尔逊相关系数；相关系数r>0.8的持仓对标记为高相关性
基准偏离若用户提供基准（如SPX、HSI），对比板块权重差异

Output template

输出模板

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.
组合诊断 — 数据源：Longbridge Securities
日期：<今日>

[集中度]
- 前5大持仓：<名称> = 占组合的<N>%
- 风险等级：{低(<40%) / 中(40-60%) / 高(>60%)}

[板块分布]
- <板块>：<N>% （若集中度较高则给出目标建议）
- ...

[货币敞口]
- 美元：<N>%  港币：<N>%  人民币：<N>%  其他：<N>%

[因子倾向]
- 大盘股：<N>%  小盘股：<N>%
- 价值倾向：<N>%  成长倾向：<N>%

[相关性风险]
- 高相关性持仓对(r>0.8)：<列表>
- 分散化建议：...

[总结与建议]
- 核心风险：...
- 建议操作：...

⚠️ 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

错误处理

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-terminalFall 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.
场景简体回复繁體回復English reply
command not found: longbridge
回退到MCP；若MCP也不可用，请安装longbridge-terminal回退到MCP；若MCP也不可用，請安裝longbridge-terminalFall back to MCP; if unavailable, ask user to install longbridge-terminal.
stderr提示
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.
无持仓数据账户暂无持仓，无法诊断賬戶暫無持倉，無法診斷No holdings found; cannot run diagnosis.
某代码的K线数据不可用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

MCP 降级方案

If 
longbridge
CLI is not installed, use MCP tools:
MCP toolCLI 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).
若未安装
longbridge
CLI，可使用MCP工具：
MCP工具对应CLI命令
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配置：
claude mcp add --transport http longbridge https://openapi.longbridge.com/mcp
（需
quote
+ 
trade_read
权限）。

Related skills

相关Skill

  • 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
  • 按目标权重再平衡 → 
    longbridge-portfolio-rebalance
  • 风险指标（VaR、回撤）→ 
    longbridge-risk-analysis
  • 资产配置框架 → 
    longbridge-asset-allocation
  • 组合盈亏概览 → 
    longbridge-portfolio

File layout

文件结构

longbridge-portfolio-diagnosis/
└── SKILL.md          # prompt-only, no scripts/
longbridge-portfolio-diagnosis/
└── SKILL.md          # 仅含提示词，无scripts/目录