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longbridge-thesis-tracker

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Original

English
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Translation

Chinese

longbridge-thesis-tracker

longbridge-thesis-tracker

Checks whether an investment thesis for a given stock is intact by pulling the latest financial data, analyst revisions, news, and regulatory filings, then rendering a structured verdict.
Response language: match the user's input language — Simplified Chinese / Traditional Chinese / English.
通过获取最新财务数据、分析师修正报告、新闻及监管文件，判断特定股票的投资逻辑是否仍然成立，并输出结构化结论。
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 when the user wants to validate or update a buy thesis for a position:
  • "帮我检查一下 NVDA 的买入逻辑还成立吗" / "幫我追蹤一下 700.HK 的投資邏輯" / "Check if my thesis on TSLA still holds"
  • "持仓理由验证", "逻辑是否还成立", "thesis intact?"
The user may provide a pre-written thesis; if not, ask for key thesis pillars (2–5 bullet points the user cares about).
当用户想要验证或更新持仓标的的买入逻辑时触发：
  • "帮我检查一下 NVDA 的买入逻辑还成立吗" / "幫我追蹤一下 700.HK 的投資邏輯" / "Check if my thesis on TSLA still holds"
  • "持仓理由验证", "逻辑是否还成立", "thesis intact?"
用户可能会提供预先写好的投资逻辑；如果没有，请询问其核心逻辑支柱（用户关注的2-5个要点）。

Workflow

工作流程

  1. Ask the user to state their thesis pillars if not already provided (e.g. "AI capex supercycle", "margin expansion to 30%", "China re-opening").
  2. Map each pillar to one or more measurable data points.
  3. Run CLI commands to fetch the latest evidence.
  4. For each pillar, render: Still intact / Weakened / Broken with supporting data.
  5. Overall verdict: thesis confidence score (High / Medium / Low) + recommended action.
  1. 如果用户未提供投资逻辑支柱，请让其说明（例如 "AI资本支出超级周期", "毛利率扩张至30%", "中国重新开放"）。
  2. 将每个逻辑支柱映射到一个或多个可衡量的数据指标。
  3. 运行CLI命令获取最新证据。
  4. 针对每个逻辑支柱，给出：仍然成立 / 有所削弱 / 已不成立 并附上支持数据。
  5. 总体结论：投资逻辑置信度评分（高 / 中 / 低）+ 建议操作。

CLI

CLI

If you're unsure of exact flag names or defaults, run 
longbridge <subcommand> --help
first.
bash
undefined
如果不确定确切的参数名称或默认值，请先运行 
longbridge <subcommand> --help
。
bash
undefined

Recent news and regulatory filings (catalyst/risk updates)

近期新闻及监管文件（催化剂/风险更新）

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

Latest income statement (revenue growth, margin trends)

最新利润表（营收增长、毛利率趋势）

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

Analyst consensus (EPS revisions, target price changes, rating)

分析师共识（EPS修正、目标价变动、评级）

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

SEC / HKEx regulatory filings (material disclosures)

SEC / 港交所监管文件（重大披露）

longbridge filing <SYMBOL> --format json
undefined
longbridge filing <SYMBOL> --format json
undefined

Output

输出格式

Structure the tracker output as follows:
Header: Symbol, company name, today's date, thesis check date
Thesis pillars status table:
PillarData PointLast Valuevs ExpectationStatus
e.g. Revenue accelerationYoY revenue growth+24%>20% targetIntact
e.g. Margin expansionGross margin %61%>65% targetWeakened
Catalyst tracking:
  • List of expected catalysts, whether they have materialised, and market reaction
Risk monitoring:
  • Key risks flagged at thesis initiation and current status
Overall verdict:
Thesis confidence: Medium — 2 of 4 pillars intact. Core AI-driven revenue growth on track; margin expansion lagging. No thesis-breaking events in filings. Suggest hold and monitor next earnings.
追踪工具的输出结构如下：
标题：标的代码、公司名称、今日日期、逻辑检查日期
逻辑支柱状态表：
逻辑支柱数据指标最新数值与预期对比状态
示例：营收加速同比营收增长率+24%高于20%目标成立
示例：毛利率扩张毛利率百分比61%低于65%目标削弱
催化剂追踪：
  • 列出预期催化剂、是否已落地及市场反应
风险监控：
  • 投资逻辑初始阶段标记的关键风险及其当前状态
总体结论：
投资逻辑置信度：中等 —— 4个支柱中有2个成立。AI驱动的核心营收增长符合预期；毛利率扩张滞后。文件中未出现打破逻辑的事件。建议持有并关注下一次财报。

Error handling

错误处理

SituationSimplified ChineseTraditional Chinese / English
command not found: longbridge
回退到 MCP；否则提示安装 longbridge-terminal回退到 MCP；否則提示安裝 / Fall back to MCP; prompt to install
not logged in
/ 
unauthorized
请运行 
longbridge auth login
請運行 
longbridge auth login
/ Run 
longbridge auth login
No thesis pillars provided请告知您的核心买入逻辑（2–5条）請提供核心買入邏輯 / Please state 2–5 thesis pillars
filing
subcommand unavailable		跳过监管文件检索，标注缺失跳過文件檢索，標注缺失 / Skip filing fetch, flag as missing
Other stderr原样展示错误，不重试原樣展示，不重試 / Surface verbatim, no silent retry
场景简体中文繁体中文 / 英文
command not found: longbridge
回退到MCP；否则提示安装longbridge-terminal回退到MCP；否則提示安裝 / Fall back to MCP; prompt to install
not logged in
/ 
unauthorized
请运行 
longbridge auth login
請運行 
longbridge auth login
/ Run 
longbridge auth login
未提供投资逻辑支柱请告知您的核心买入逻辑（2–5条）請提供核心買入邏輯 / Please state 2–5 thesis pillars
filing
子命令不可用		跳过监管文件检索，标注缺失跳過文件檢索，標注缺失 / Skip filing fetch, flag as missing
其他标准错误输出原样展示错误，不重试原樣展示，不重試 / Surface verbatim, no silent retry

Related skills

相关技能

User asksRoute to
Full research snapshot
longbridge-stock-research
Post-earnings update
longbridge-earnings
News only
longbridge-news
Analyst consensus only
longbridge-fundamental
Portfolio P&L
longbridge-portfolio
用户询问内容跳转至
完整研究快照
longbridge-stock-research
财报后更新
longbridge-earnings
仅新闻
longbridge-news
仅分析师共识
longbridge-fundamental
持仓盈亏
longbridge-portfolio

File layout

文件结构

longbridge-thesis-tracker/
└── SKILL.md
Prompt-only — no 
scripts/
. Discover the latest CLI flags via 
longbridge <subcommand> --help
.
longbridge-thesis-tracker/
└── SKILL.md
仅提示脚本——无
scripts/
目录。通过
longbridge <subcommand> --help
了解最新CLI参数。