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longbridge-portfolio-rebalance

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Original

English
🇨🇳

Translation

Chinese

longbridge-portfolio-rebalance

longbridge-portfolio-rebalance

Prompt-only analysis skill. Compares current portfolio weights against user-provided target weights, computes drift, and produces a prioritised rebalance trade list with estimated transaction costs. Read-only — does not place orders.
Response language: match the user's input language — Simplified Chinese / Traditional Chinese / English.
仅基于提示词的分析技能。将当前投资组合权重与用户提供的目标权重进行对比，计算权重偏移，并生成带有预估交易成本的优先级再平衡交易清单。仅支持读取操作——不执行下单。
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

  • "帮我做一下组合再平衡" / "組合再平衡" / "rebalance my portfolio"
  • "我的仓位偏移了，怎么调整" / "倉位偏移了" / "my weights have drifted, what should I trade"
  • "目标权重 AAPL 30% TSLA 20% 现金 50%，帮我生成交易清单"
  • "哪些仓位需要减持，哪些需要加仓" / "rebalance trades list"
  • "帮我做一下组合再平衡" / "組合再平衡" / "rebalance my portfolio"
  • "我的仓位偏移了，怎么调整" / "倉位偏移了" / "my weights have drifted, what should I trade"
  • "目标权重 AAPL 30% TSLA 20% 现金 50%，帮我生成交易清单"
  • "哪些仓位需要减持，哪些需要加仓" / "rebalance trades list"

Workflow

工作流程

  1. Fetch current positions and total portfolio value.
  2. Ask user for target weights if not provided (symbol → target % pairs).
  3. Fetch current prices for all symbols.
  4. Compute current weights and drift vs target.
  5. Generate trade list: symbols to buy (underweight) and sell (overweight).
  6. Estimate transaction cost (brokerage fee ~0.03–0.1% per trade; note tax impact for gains).
  7. Present trade list sorted by drift magnitude (largest first).
  1. 获取当前持仓和投资组合总价值。
  2. 若未提供目标权重，询问用户（标的→目标占比配对）。
  3. 获取所有标的的当前价格。
  4. 计算当前权重及与目标权重的偏移值。
  5. 生成交易清单：需加仓（权重不足）和需减仓（权重超标）的标的。
  6. 预估交易成本（佣金约为每笔交易的0.03–0.1%；注意收益的税务影响）。
  7. 按偏移幅度从大到小排序展示交易清单。

CLI

CLI

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

Current holdings and portfolio value

当前持仓和投资组合价值

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

Current prices for each symbol in portfolio or target list (run concurrently)

投资组合或目标列表中每个标的的当前价格（并发运行）

longbridge quote <SYMBOL> --format json
longbridge quote <SYMBOL> --format json

Maximum tradeable quantity (optional, for feasibility check)

最大可交易数量（可选，用于可行性检查）

longbridge max-qty <SYMBOL> --format json
undefined
longbridge max-qty <SYMBOL> --format json
undefined

Calculations

计算方式

QuantityMethod
Current weightPosition MV ÷ Total portfolio MV
Target MVTotal portfolio MV × target weight %
Required tradeTarget MV − Current MV (positive = buy, negative = sell)
Trade quantityRequired trade amount ÷ current price (round to lot size)
Drift thresholdFlag if
Est. costTrade amount × 0.05% (configurable; note this is approximate)
指标计算方法
当前权重持仓市值 ÷ 投资组合总市值
目标市值投资组合总市值 × 目标权重占比
所需交易金额目标市值 − 当前市值（正数=买入，负数=卖出）
交易数量所需交易金额 ÷ 当前价格（按手数取整）
偏移阈值若
预估成本交易金额 × 0.05%（可配置；此为近似值）

Output template

输出模板

Portfolio Rebalance Plan — Source: Longbridge Securities
Total Portfolio Value: <MV> <currency>
Date: <today>

[Current vs Target Weights]
Symbol    Current%  Target%   Drift     Action      Qty      Est.Cost
AAPL.US   35.2%     30.0%     +5.2%     SELL 12     $1,840   ~$0.9
TSLA.US   12.1%     20.0%     -7.9%     BUY  8      $2,100   ~$1.1
CASH      52.7%     50.0%     +2.7%     —           —        —

[Trade Summary]
- Total buys:  $X,XXX  (~$X.XX in fees)
- Total sells: $X,XXX  (~$X.XX in fees)
- Net cash change: ±$XXX

[Notes]
- Positions within ±5% of target weight are within tolerance and need no action.
- Sell orders on positions with unrealised gains may trigger tax events (US investors).
- Review lot sizes for HK/A-share stocks before placing orders.

⚠️ 仅供参考，不构成投资建议，请自行决策下单。/ 僅供參考，不構成投資建議，請自行決策下單。/ For reference only. Not investment advice. Place orders at your own discretion.
投资组合再平衡方案 — 来源：Longbridge Securities
投资组合总价值：<MV> <货币>
日期：<今日>

[当前权重 vs 目标权重]
标的    当前占比  目标占比   偏移值     操作      数量      预估成本
AAPL.US   35.2%     30.0%     +5.2%     卖出 12     $1,840   ~$0.9
TSLA.US   12.1%     20.0%     -7.9%     买入  8      $2,100   ~$1.1
现金      52.7%     50.0%     +2.7%     —           —        —

[交易汇总]
- 总买入金额:  $X,XXX  (~$X.XX 手续费)
- 总卖出金额: $X,XXX  (~$X.XX 手续费)
- 净现金变动: ±$XXX

[注意事项]
- 目标权重±5%范围内的持仓属于可容忍范围，无需操作。
- 对未实现收益的持仓下达卖出指令可能触发税务事件（美国投资者）。
- 下单前请确认港股/A股的手数规则。

⚠️ 仅供参考，不构成投资建议，请自行决策下单。/ 僅供參考，不構成投資建議，請自行決策下單。/ For reference only. Not investment advice. Place orders at your own discretion.

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, 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
.
No target weights provided请告知目标配置，例如：AAPL 30%、TSLA 20%、现金 50%請告知目標配置，例如：AAPL 30%、TSLA 20%、現金 50%Please provide target weights, e.g. AAPL 30%, TSLA 20%, cash 50%.
Quote unavailable for a symbol跳过该标的，标注价格数据缺失略過該標的，標注價格數據缺失Skip that symbol; note price data is unavailable.
场景简体回复繁体回复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, 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
.
未提供目标权重请告知目标配置，例如：AAPL 30%、TSLA 20%、现金 50%請告知目標配置，例如：AAPL 30%、TSLA 20%、現金 50%Please provide target weights, e.g. AAPL 30%, TSLA 20%, cash 50%.
某标的价格数据不可用跳过该标的，标注价格数据缺失略過該標的，標注價格數據缺失Skip that symbol; note price data is unavailable.

MCP fallback

MCP 回退方案

If 
longbridge
CLI is not installed, use MCP tools:
MCP toolCLI equivalent
mcp__longbridge__portfolio
longbridge portfolio
mcp__longbridge__positions
longbridge positions
mcp__longbridge__quote
longbridge quote
MCP setup: 
claude mcp add --transport http longbridge https://openapi.longbridge.com/mcp
(
quote
+ 
trade_read
scopes).
若未安装 
longbridge
CLI，使用 MCP 工具：
MCP 工具CLI 等效命令
mcp__longbridge__portfolio
longbridge portfolio
mcp__longbridge__positions
longbridge positions
mcp__longbridge__quote
longbridge quote
MCP 设置：
claude mcp add --transport http longbridge https://openapi.longbridge.com/mcp
（需
quote
+ 
trade_read
权限）。

Related skills

相关技能

  • Portfolio health-check → 
    longbridge-portfolio-diagnosis
  • Asset allocation frameworks → 
    longbridge-asset-allocation
  • Risk metrics → 
    longbridge-risk-analysis
  • Place orders → use Longbridge app/terminal directly
  • 投资组合健康检查 → 
    longbridge-portfolio-diagnosis
  • 资产配置框架 → 
    longbridge-asset-allocation
  • 风险指标 → 
    longbridge-risk-analysis
  • 下单操作 → 直接使用 Longbridge 应用/终端

File layout

文件结构

longbridge-portfolio-rebalance/
└── SKILL.md          # prompt-only, read-only — no order placement
longbridge-portfolio-rebalance/
└── SKILL.md          # 仅基于提示词，仅支持读取——不执行下单