longbridge-sector-monitor

Original：🇺🇸 English

Translated

Sector rotation continuous monitoring via Longbridge — 6–12 month trend tracking across economic cycles (recovery / overheating / stagflation / recession), identifies leading sectors per cycle phase (recovery→consumer discretionary/financials, overheating→energy/materials, stagflation→healthcare/staples, recession→utilities/bonds), and outputs sector allocation recommendations. Differs from longbridge-sector-rotation which gives a point-in-time snapshot. Triggers: "行业监控", "板块监控", "行业跟踪", "经济周期", "顺周期", "逆周期", "行业配置", "周期行业", "防御行业", "行业仓位", "行業監控", "板塊監控", "行業追蹤", "經濟週期", "順週期", "逆週期", "行業配置", "週期行業", "防禦行業", "sector monitor", "sector tracking", "economic cycle", "defensive sector", "cyclical sector", "sector allocation", "late cycle", "early cycle", "sector positioning".

3installs

Sourcelongbridge/skills

Added on2026-05-09

NPX Install

npx skill4agent add longbridge/skills longbridge-sector-monitor

SKILL.md Content

View Translation Comparison →

longbridge-sector-monitor

Prompt-only analysis skill. Tracks sector rotation over 6–12 months by locating the current economic cycle phase and mapping it to historically favoured sectors. Provides ongoing allocation recommendations rather than a point-in-time snapshot.

Response language: match the user's input language — Simplified Chinese / Traditional Chinese / English.

When to use

"当前经济周期在哪个阶段", "where are we in the economic cycle", "當前經濟週期在哪個階段"
"行业配置建议", "sector allocation recommendation", "行業配置建議"
"现在应该超配哪些行业", "which sectors to overweight now"
"防御性板块 vs 顺周期板块", "defensive vs cyclical sectors"
"行业轮动跟踪", "sector rotation tracking over 6 months"

For a quick point-in-time sector strength ranking use

longbridge-sector-rotation

. For single-stock capital flow use

longbridge-capital-flow

.

Economic cycle framework

Phase	阶段	Key macro signals
Recovery / 复苏	GDP turning up, unemployment falling, rates low	Consumer discretionary, Financials, Real estate
Overheating / 过热	GDP above trend, inflation rising, rates rising	Energy, Materials, Industrials
Stagflation / 滞涨	Growth slowing, inflation still high	Healthcare, Consumer staples, Utilities
Recession / 衰退	GDP contracting, unemployment rising	Utilities, Consumer staples, Government bonds proxy

CLI

Run

longbridge <subcommand> --help

to verify exact flags before use:

bash

# Index constituents to identify sector universe
longbridge constituent <INDEX> --format json

# 120-day kline for sector ETFs / indices (trend tracking)
longbridge kline <SECTOR_ETF> --period day --count 120 --format json

# Capital flow for individual sector symbols
longbridge capital <SYMBOL> --flow --format json

# If unsure about flags:
longbridge constituent --help
longbridge kline --help
longbridge capital --help

Workflow

Clarify scope — market (A-share / HK / US) and horizon (6-month / 12-month). Default: A-share, 6-month.
Select sector proxies:
- A-share: 申万一级行业指数 (e.g.
```
801750.SH
```
  IT,
```
801780.SH
```
  Financials,
```
801730.SH
```
  Utilities)
- US: SPDR ETFs (
```
XLK.US
```
  ,
```
XLF.US
```
  ,
```
XLE.US
```
  ,
```
XLV.US
```
  ,
```
XLY.US
```
  ,
```
XLP.US
```
  ,
```
XLU.US
```
  ,
```
XLB.US
```
  )
- HK: HSI sector sub-indices or representative ETFs

Fetch 120-day kline for each sector proxy:

bash

longbridge kline <SECTOR> --period day --count 120 --format json

Compute trend metrics in-LLM:
- 20d, 60d, 120d returns for each sector
- Trend direction: 20d MA vs 60d MA (above = uptrend)
Fetch capital flow for top and bottom 3 sectors by 60d return:
bash
```
longbridge capital <SECTOR> --flow --format json
```
Locate economic cycle phase using trend patterns and macro context provided by the user (or inferred from sector behaviour):
- Broad market trend + sector leadership pattern → infer phase
Map to allocation recommendation: overweight sectors favoured in current phase; underweight laggards.
Output monitoring report; cite Longbridge Securities; end with disclaimer.

Output

Sector Monitor Report — Source: Longbridge Securities
Market: {market}  |  Horizon: {6M / 12M}  |  Date: {date}

[Economic cycle positioning]
Current phase estimate: {Recovery / Overheating / Stagflation / Recession}
Basis: {trend patterns, sector leadership, user-provided macro context}

[Sector trend table (120-day window)]
Sector            | 20d Ret | 60d Ret | 120d Ret | Trend    | Capital Flow
──────────────────|---------|---------|----------|----------|--------------
{Sector A}        | +X%     | +Y%     | +Z%      | Uptrend  | Net inflow
{Sector B}        | ...
...

[Allocation recommendation]
Overweight:  {Sector 1}, {Sector 2}  — favoured in {phase} phase
Neutral:     {Sector 3}, {Sector 4}
Underweight: {Sector 5}, {Sector 6}  — typically lag in {phase} phase

[Cycle transition watch]
Next likely phase: {phase}  |  Trigger signals to watch: {signals}

⚠️ 以上分析仅供参考，不构成投资建议。/ 以上分析僅供參考，不構成投資建議。/ For reference only. Not investment advice.

Error handling

Situation	简体中文回复	繁體中文 / English
`command not found: longbridge`	回退到 MCP；如 MCP 也不可用，请安装 longbridge-terminal。	回退到 MCP；如也不可用，請安裝 longbridge-terminal。/ Fall back to MCP; if also unavailable, install longbridge-terminal.
stderr `not logged in`	请运行 `longbridge auth login` 登录。	請執行 `longbridge auth login` 。/ Run `longbridge auth login` .
kline returns < 60 bars	趋势分析退化为可用历史，注明数据长度不足。	趨勢分析退化為可用歷史，注明數據長度不足。/ Degrade to available history length; note limitation.
Other stderr	直接显示原始错误，不静默重试。	顯示原始錯誤。/ Surface verbatim — do not retry silently.

MCP fallback

If

longbridge

CLI is not installed, use MCP tools:

MCP tool	CLI equivalent
`mcp__longbridge__security_candlesticks`	`longbridge kline --period day`
`mcp__longbridge__capital_flow`	`longbridge capital --flow`
`mcp__longbridge__index_constituents`	`longbridge constituent`

MCP setup:

claude mcp add --transport http longbridge https://openapi.longbridge.com/mcp

(

quote

scope).

Related skills

Point-in-time sector strength snapshot →
```
longbridge-sector-rotation
```
Single-stock capital flow →
```
longbridge-capital-flow
```
Index constituents →
```
longbridge-constituent
```
Market temperature & trading session →
```
longbridge-market-temp
```

File layout

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

longbridge-sector-monitor

NPX Install

Tags

SKILL.md Content

longbridge-sector-monitor

When to use

Economic cycle framework

CLI

Workflow

Output

Error handling

MCP fallback

Related skills

File layout