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Post-investment monitoring via Longbridge Securities — tracks portfolio holdings vs plan on a quarterly / monthly basis, extracts key KPIs (revenue growth / gross margin / cash flow), flags deviations vs expectations, and generates a monitoring report with add / reduce / stop-loss recommendations. Triggers: "投后监控", "持仓监控", "定期复盘", "跟踪持仓", "持仓检视", "KPI跟踪", "业绩追踪", "投後監控", "持倉監控", "定期複盤", "追蹤持倉", "KPI追蹤", "post-investment monitoring", "position monitoring", "portfolio review", "KPI tracking", "performance tracking", "investment monitoring", "holding review".
npx skill4agent add longbridge/skills longbridge-post-investmentResponse language: match the user's input language — Simplified Chinese / Traditional Chinese / English.
longbridge-earningslongbridge-portfolioIf unsure of exact flag names, runbefore proceeding.longbridge <subcommand> --help
# Latest income statement
longbridge financial-report <SYMBOL> --kind IS --format json
# Analyst consensus (expected vs actual)
longbridge consensus <SYMBOL> --format json
# Recent news and management commentary
longbridge news <SYMBOL> --format json
# Price performance (60-day)
longbridge kline <SYMBOL> --period day --count 60 --format json# Post-Investment Monitor: <Company> (<SYMBOL>)
Review date: <today> Period: <quarter/month>
## KPI Scorecard
| KPI | Expected | Actual | Δ | Signal |
|-----------------|------------|------------|--------|---------|
| Revenue | | | | ✓ Beat |
| Gross Margin | | | | ✗ Miss |
| EPS | | | | ~ In-line |
| FCF | | | | |
## Price Action
Entry price: $xx.xx Current: $xx.xx Return: ±x.x%
vs market: ±x.x% vs sector: ±x.x%
## Qualitative Check
Management tone, guidance revision, key risks materialised / resolved.
## Action Recommendation
☐ Hold — thesis intact, no change needed
☐ Add — beat on key metrics, valuation still attractive
☐ Trim — partial miss, reduce exposure
☐ Exit — thesis broken, stop-loss triggered
Rationale: ...
Next review trigger: ...| Situation | 简体回复 | 繁體回復 | English reply |
|---|---|---|---|
| No recent earnings data | 暂无最新财报数据,无法完成 KPI 对比。 | 暫無最新財報數據,無法完成 KPI 對比。 | No recent earnings data available — KPI comparison cannot be completed. |
| Consensus data unavailable | 分析师预期数据不可用,仅展示实际数据。 | 分析師預期數據不可用,僅展示實際數據。 | Consensus data unavailable — showing actuals only. |
| Symbol not found | 未找到该代码,请确认市场和格式。 | 找不到該代碼,請確認市場和格式。 | Symbol not found — verify the exchange and ticker. |
| 请安装 longbridge-terminal 或通过 MCP 连接。 | 請安裝 longbridge-terminal 或透過 MCP 連線。 | Install longbridge-terminal or connect via MCP. |
| 请运行 | 請執行 | Run |
longbridgemcp__longbridge__financial_reportmcp__longbridge__consensusmcp__longbridge__newsmcp__longbridge__klinelongbridge-earningslongbridge-portfoliolongbridge-fundamentallongbridge-thesis-trackerskills/longbridge-post-investment/
└── SKILL.md