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longbridge-post-investment

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Original

English
🇨🇳

Translation

Chinese

longbridge-post-investment

longbridge-post-investment

Quarterly / monthly post-investment monitoring — track KPIs, flag deviations, and generate action recommendations.
Response language: match the user's input language — Simplified Chinese / Traditional Chinese / English.
按季度/月度进行投后监控——跟踪KPI、标记偏差并生成行动建议。
响应语言：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

Trigger on prompts asking about:
  • Ongoing monitoring of a position — "帮我跟踪一下 NVDA 的投后表现", "post-investment monitoring for TSLA"
  • Quarterly / monthly KPI review — "定期复盘", "持仓检视", "quarterly review"
  • Deviation from expectations — "业绩是否达到预期", "beat or miss vs guidance"
  • Add / reduce / stop-loss decision — "要不要加仓", "should I cut the position"
For earnings analysis defer to 
longbridge-earnings
. For portfolio-level analytics defer to 
longbridge-portfolio
.
当用户提出以下类型的请求时触发：
  • 持仓持续监控——"帮我跟踪一下 NVDA 的投后表现", "post-investment monitoring for TSLA"
  • 季度/月度KPI复盘——"定期复盘", "持仓检视", "quarterly review"
  • 业绩与预期偏差——"业绩是否达到预期", "beat or miss vs guidance"
  • 加仓/减仓/止损决策——"要不要加仓", "should I cut the position"
如需盈利分析，请使用
longbridge-earnings
。如需投资组合层面分析，请使用
longbridge-portfolio
。

Workflow

工作流程

  1. Extract symbol(s) from the prompt.
  2. Fetch latest financial results: revenue, gross margin, net income, EPS, FCF.
  3. Fetch analyst consensus for the same period (expected vs actual).
  4. Fetch recent price performance (60 days).
  5. Fetch recent news for qualitative context.
  6. For each KPI: compare actual vs consensus; flag as Beat / In-Line / Miss with magnitude.
  7. Assess price action relative to the fundamental outcome.
  8. Generate monitoring report with action recommendation.
If unsure of exact flag names, run 
longbridge <subcommand> --help
before proceeding.
  1. 从用户请求中提取标的代码（symbol）。
  2. 获取最新财务数据：营收、毛利率、净利润、EPS（每股收益）、FCF（自由现金流）。
  3. 获取同期分析师一致预期数据（预期值vs实际值）。
  4. 获取近期（60天）价格表现。
  5. 获取近期新闻以补充定性分析信息。
  6. 对每个KPI：对比实际值与一致预期值；标记为超出预期（Beat）/符合预期（In-Line）/未达预期（Miss）并标注偏差幅度。
  7. 评估价格走势与基本面结果的相关性。
  8. 生成包含行动建议的监控报告。
若不确定具体命令参数，请先运行
longbridge <subcommand> --help
查询。

CLI

命令行界面（CLI）

bash
undefined
bash
undefined

Latest income statement

Latest income statement

longbridge financial-report <SYMBOL> --kind IS --format json
longbridge financial-report <SYMBOL> --kind IS --format json

Analyst consensus (expected vs actual)

Analyst consensus (expected vs actual)

longbridge consensus <SYMBOL> --format json
longbridge consensus <SYMBOL> --format json

Recent news and management commentary

Recent news and management commentary

longbridge news <SYMBOL> --format json
longbridge news <SYMBOL> --format json

Price performance (60-day)

Price performance (60-day)

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

Output structure

输出格式

undefined
undefined

Post-Investment Monitor: <Company> (<SYMBOL>)

Post-Investment Monitor: <Company> (<SYMBOL>)

Review date: <today> Period: <quarter/month>
Review date: <today> Period: <quarter/month>

KPI Scorecard

KPI Scorecard

KPIExpectedActualΔSignal
Revenue✓ Beat
Gross Margin✗ Miss
EPS~ In-line
FCF
KPIExpectedActualΔSignal
Revenue✓ Beat
Gross Margin✗ Miss
EPS~ In-line
FCF

Price Action

Price Action

Entry price: $xx.xx Current: $xx.xx Return: ±x.x% vs market: ±x.x% vs sector: ±x.x%
Entry price: $xx.xx Current: $xx.xx Return: ±x.x% vs market: ±x.x% vs sector: ±x.x%

Qualitative Check

Qualitative Check

Management tone, guidance revision, key risks materialised / resolved.
Management tone, guidance revision, key risks materialised / resolved.

Action Recommendation

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: ...
undefined
☐ 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: ...
undefined

Error handling

错误处理

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.
command not found: longbridge
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.
not logged in
请运行 
longbridge auth login
。		請執行 
longbridge auth login
。		Run 
longbridge auth login
.
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.
command not found: longbridge
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.
not logged in
请运行 
longbridge auth login
。		請執行 
longbridge auth login
。		Run 
longbridge auth login
.

MCP fallback

MCP备选方案

If 
longbridge
binary is not found, fall back to 
mcp__longbridge__financial_report
, 
mcp__longbridge__consensus
, 
mcp__longbridge__news
, and 
mcp__longbridge__kline
.
若未找到
longbridge
可执行文件，则使用
mcp__longbridge__financial_report
、
mcp__longbridge__consensus
、
mcp__longbridge__news
和
mcp__longbridge__kline
作为备选。

Related skills

相关技能

  • longbridge-earnings
    — detailed post-earnings report
  • longbridge-portfolio
    — portfolio-level P&L and attribution
  • longbridge-fundamental
    — deep financial KPI analysis
  • longbridge-thesis-tracker
    — track investment thesis against milestones
  • longbridge-earnings
    — 详细盈利报告
  • longbridge-portfolio
    — 投资组合层面损益与归因分析
  • longbridge-fundamental
    — 深度财务KPI分析
  • longbridge-thesis-tracker
    — 对照里程碑跟踪投资逻辑

File layout

文件结构

skills/longbridge-post-investment/
└── SKILL.md
skills/longbridge-post-investment/
└── SKILL.md