longbridge-positions

Original：🇺🇸 English
Translated

Account holdings — stock positions, fund positions, multi-currency assets / cash, margin ratio (initial / maintenance / forced liquidation), and estimated max buy/sell quantity for a symbol. Requires longbridge login. Triggers: "我的持仓", "我有什么股票", "账户余额", "我有多少美金", "基金持仓", "我能买多少股", "保证金率", "杠杆要求", "账户全貌", "我的持倉", "賬戶餘額", "我有多少美金", "基金持倉", "保證金率", "賬戶全貌", "my holdings", "stock positions", "account balance", "how much can I buy", "margin ratio", "max buy qty", "portfolio snapshot".

12installs
Sourcelongbridge/skills
Added on

NPX Install

npx skill4agent add longbridge/skills longbridge-positions

Tags

Translated version includes tags in frontmatter
longbridgeaccount-holdingsportfolio-managementcli-toolmargin-calculation

SKILL.md Content

View Translation Comparison →

longbridge-positions

Read-only account snapshot — what the user holds, how much cash, what they can buy/sell, and per-symbol margin ratios.
Response language: match the user's input language — Simplified Chinese / Traditional Chinese / English.
Privacy: the data here is the user's private account state. Only return detailed numbers in direct conversation; if you suspect screen-sharing or third-party observation, confirm before showing exact figures.

Subcommands

Run 
longbridge <subcommand> --help
to confirm current flags / defaults if anything below seems off.
CLI commandReturns
longbridge portfolio --format json
Combined view: total assets, P/L, intraday P/L, holdings, and cash breakdown. Single call — useful for "account snapshot" questions.
longbridge positions --format json
Stock holdings array.
longbridge fund-positions --format json
Fund holdings array.
longbridge assets [--currency USD|HKD|CNY|SGD] --format json
Net assets, cash, buy power, margins; per-currency breakdown in 
cash_infos
.
longbridge margin-ratio <SYMBOL> --format json
Initial / maintenance / forced-liquidation factors for a symbol.
longbridge max-qty <SYMBOL> --side buy|sell [--price <p>] [--order-type LO|MO|ELO|ALO] --format json
Estimated max purchasable / sellable quantity (cash vs margin).

When to use

  • "我的持仓", "我有什么股票", "我的持倉" → 
    positions
  • "账户余额", "我有多少美金 / 港币", "current USD balance" → 
    assets --currency USD
  • "我的基金持仓" → 
    fund-positions
  • "NVDA 我能买多少股", "how many TSLA can I buy" → 
    max-qty <SYMBOL> --side buy --price <current>
    (limit) or 
    --order-type MO
    (market)
  • "茅台保证金率" → 
    margin-ratio 600519.SH
  • "看一下我的账户全貌", "account snapshot" → 
    portfolio
    (one call gives total assets + P/L + holdings + cash)
  • "我的浮盈" → 
    portfolio
    already includes intraday P/L; otherwise 
    positions
    + chain to 
    longbridge-quote
    for live last price

max-qty workflow

  1. Limit order (default LO): first call 
    longbridge quote <SYMBOL> --format json
    for the current last price → pass it as 
    --price
    .
  2. Market order: skip price; pass 
    --order-type MO
    .
  3. The response includes 
    cash_max_qty
    (cash only) and 
    margin_max_qty
    (with financing). Always disclose both numbers and remind the user that financing carries interest cost + forced-liquidation risk.

CLI

bash
longbridge portfolio                                                  --format json
longbridge positions                                                  --format json
longbridge fund-positions                                             --format json
longbridge assets --currency USD                                      --format json
longbridge margin-ratio TSLA.US                                       --format json
longbridge max-qty TSLA.US --side buy --price 250                     --format json

Output

  • portfolio
    : combined object with total assets, P/L, intraday P/L, holdings list, cash breakdown.
  • positions
    / 
    fund-positions
    : array of holding rows.
  • assets
    : per-currency 
    cash_infos
    array plus net-assets / buy-power / margin fields.
  • margin-ratio
    : 
    {im_factor, mm_factor, fm_factor}
    .
  • max-qty
    : 
    {cash_max_qty, margin_max_qty}
    .

OAuth scope

Requires the trade scope on the OAuth token. If the token lacks it, both CLI and MCP fail with 
unauthorized
/ 
not in authorized scope
. Tell the user to re-authorise: 
longbridge auth logout && longbridge auth login
(and tick "Trade" in the browser).

Error handling

If 
longbridge
is missing, fall back to MCP. If stderr contains 
unauthorized
/ 
not in authorized scope
, the OAuth token lacks trade scope — guide the user through re-auth (see "OAuth scope" above). Other stderr messages relay verbatim.

MCP fallback

CLI subcommandMCP tool
portfolio
merge 
stock_positions
+ 
fund_positions
+ 
account_balance
(no combined MCP tool)
positions
mcp__longbridge__stock_positions
fund-positions
mcp__longbridge__fund_positions
assets
mcp__longbridge__account_balance
margin-ratio
mcp__longbridge__margin_ratio
max-qty
mcp__longbridge__estimate_max_purchase_quantity
MCP-only extensions: 
mcp__longbridge__profit_analysis
/ 
profit_analysis_detail
(P/L analysis), 
mcp__longbridge__exchange_rate
(currency conversion). For "how is my P&L this month?" route to 
longbridge-portfolio
.

Related skills

  • Orders / executions / cash flow → 
    longbridge-orders
  • Watchlist (read) → 
    longbridge-watchlist
  • Account-level P&L analysis → 
    longbridge-portfolio

File layout

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