longbridge-thesis-tracker

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Original

English

🇨🇳

Translation

Chinese

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

Ask the user to state their thesis pillars if not already provided (e.g. "AI capex supercycle", "margin expansion to 30%", "China re-opening").
Map each pillar to one or more measurable data points.
Run CLI commands to fetch the latest evidence.
For each pillar, render: Still intact / Weakened / Broken with supporting data.
Overall verdict: thesis confidence score (High / Medium / Low) + recommended action.

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"）。
将每个逻辑支柱映射到一个或多个可衡量的数据指标。
运行CLI命令获取最新证据。
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。
总体结论：投资逻辑置信度评分（高 / 中 / 低）+ 建议操作。

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

近期新闻及监管文件（催化剂/风险更新）

longbridge news <SYMBOL> --format json

Latest income statement (revenue growth, margin trends)

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

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:

Pillar	Data Point	Last Value	vs Expectation	Status
e.g. Revenue acceleration	YoY revenue growth	+24%	>20% target	Intact
e.g. Margin expansion	Gross margin %	61%	>65% target	Weakened

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

Situation	Simplified Chinese	Traditional 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

User asks	Route 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。

longbridge-thesis-tracker

Original

Translation

longbridge-thesis-tracker

longbridge-thesis-tracker

When to use

使用场景

Workflow

工作流程

CLI

CLI

Recent news and regulatory filings (catalyst/risk updates)

近期新闻及监管文件（催化剂/风险更新）

Latest income statement (revenue growth, margin trends)

最新利润表（营收增长、毛利率趋势）

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

分析师共识（EPS修正、目标价变动、评级）

SEC / HKEx regulatory filings (material disclosures)

SEC / 港交所监管文件（重大披露）

Output

输出格式

Error handling

错误处理

Related skills

相关技能

File layout

文件结构