longbridge

自选股跟踪扫描雷达。为用户监控自选股，定时生成晨晚报。基于 Longbridge 开放平台，监控用户自选股列表，扫描财报超预期、政策变化、异常资金流、内部人交易、分析师评级变动等7维催化剂信号，按市场分组生成盘前/盘后增量简报。支持美股、A股、港股、新加坡四个市场。当用户询问"今天有什么要关注的"、"给我看晨报"、"早报"、"晚报"、"复盘"、"自选股有什么消息"、"morning briefing"、"catalyst update"等投资相关问题时触发此skill。

缠论形态识别——自动检测顶底分型、笔（上升笔/下降笔）、线段、中枢，生成一买/二买/三买/一卖/二卖/三卖信号。依赖 czsc 库。Triggers: "缠论", "分型", "笔", "中枢", "线段", "一买", "二买", "三买", "一卖", "二卖", "三卖", "缠中说禅", "缠师", "纏論", "分型", "筆", "中樞", "線段", "一買", "二買", "三買", "一賣", "二賣", "三賣", "chanlun", "chan theory", "bi", "zhongshu", "buy point", "sell point", "fractal top bottom", "Chan theory".

Competitive landscape analysis — builds a competitive structure research framework covering market positioning (Porter five-forces), peer cross-comparison (PE/PB/ROE/revenue growth), market share estimation, competitive advantage assessment (moat), and potential disruptor identification. Triggers: "竞争格局", "竞争分析", "行业竞争", "市场份额", "竞争对手", "护城河", "波特五力", "竞争优势", "競爭格局", "競爭分析", "行業競爭", "市場份額", "競爭對手"

Constituent stocks of an index or ETF via Longbridge Securities — list members of HSI / SPX / DJI / IXIC / CSI300 / a sector ETF, sortable by change, price, turnover, capital inflow, turnover-rate, or market cap. Returns a ranked roster. Triggers: "标普500有哪些", "标普成分股", "恒生成分股", "纳斯达克成分", "道琼斯成分", "沪深300成分", "ETF 持仓", "ETF 成分股", "指数成分", "成分股涨幅榜", "標普500成分", "恒生成分股", "納斯達克成分", "道瓊成分", "滬深300成分", "ETF

Corporate event-driven analysis via Longbridge Securities — captures and classifies events that create pricing dislocations: major-shareholder increases/decreases, equity incentives, private placements, rights issues, buybacks, M&A/restructuring, index rebalancing, and management changes. Combines filings, corporate actions, and shareholder data to produce event signals. Triggers: "公司事件", "事件驱动",

Multi-asset correlation and cointegration analysis via Longbridge Securities — computes Pearson / Spearman return correlation matrix for 2–10 symbols, rolling 60-day correlation, Engle-Granger cointegration (ADF unit root), and spread half-life (AR(1) estimate). Used for portfolio decorrelation and pairs-trading pre-screening. Triggers: "相关性", "协整", "相关系数", "相关矩阵", "滚动相关", "去相关", "多标的相关", "相關性", "

Initiating-coverage report framework — five-step workflow to generate an institutional-grade coverage initiation report: ① company overview ② industry positioning ③ financial modelling ④ valuation analysis ⑤ investment conclusion. Covers business description, competitive advantages, financial health, valuation multiples, price target, and risk factors. Triggers: "首次覆盖", "初始覆盖", "覆盖报告", "研报框架", "投资

Discounted cash flow (DCF) valuation model built from Longbridge financial data — historical FCF (operating cash flow minus capex), projected FCF with growth assumptions, WACC (Beta / risk-free rate / equity risk premium), terminal value, intrinsic value vs current price, and margin of safety. Triggers: "DCF", "现金流折现", "内在价值", "自由现金流", "WACC", "折现率", "安全边际", "终值", "现金流贴现", "現金流折現", "內在價值", "自由現金流"

Options (US / HK) and Hong Kong warrants (callable bull/bear, call warrants, put warrants) via Longbridge Securities — option quote, option chain by underlying / expiry, option volume, warrant quote / list / issuers. Returns IV, Greeks, strikes, expiries. Triggers: "期权", "option", "call", "put", "认购", "认沽", "行权价", "到期日", "IV", "希腊字母", "delta", "gamma", "窝轮", "牛熊证", "认购证", "认沽证", "認購", "認沽", "行權價",

Pre-earnings analysis skill — extracts prior guidance, tracks events, summarises earnings call Q&A, and generates a structured preview report (inline summary + DOCX) before a company reports quarterly results. Supports US, HK, and A-share markets. Triggers: "财报前瞻", "财报预览", "财报季准备", "财报要关注什么", "下季度财报", "业绩前瞻", "上季度指引", "电话会要点", "財報前瞻", "財報預覽", "財報季準備", "財報要關注什麼", "下季度財報", "業績前瞻", "上季度指引", "電話會要點",

Earnings estimate revision analysis for listed companies via Longbridge — tracks analyst consensus revision direction (upgrade / downgrade), earnings surprise (SUE = standardised unexpected earnings), PEAD post-earnings drift signals (consecutive beats + upward revisions = positive momentum), and management guidance revision impact. Builds on raw data from longbridge-consensus. Triggers: "预期修正", "

US ETF capital-flow analysis via Longbridge Securities — tracks institutional money migration via ETF creation/redemption changes, sector breadth signals, and thematic momentum. Analyses major SPDR sector ETFs (XLK / XLF / XLE / XLV etc.) for net inflow / outflow to gauge industry rotation and risk-appetite shifts. Triggers: "ETF资金流", "ETF流向", "美国ETF", "板块ETF", "XLK", "XLF", "XLE", "机构资金迁移", "行业轮动

Corporate event opportunity scanner for A-share companies via Longbridge — identifies and analyses events that may create pricing dislocations: M&A / restructuring (asset injection / reverse merger), major shareholder increases / buybacks (positive signal), equity incentive plans (management alignment), index inclusion / exclusion (forced passive flows), and lockup expiry (potential selling pressu

Event-driven investment strategy — identify and analyse corporate events (M&A, spinoffs, buybacks, index rebalancing, lockup expiry) that create pricing dislocations. Framework: event identification → sentiment scoring → historical price reaction → position sizing. Uses Longbridge news / filings / calendar data as signal inputs. Triggers: "事件驱动", "并购套利", "指数调整", "解禁套利", "事件策略", "公司事件策略", "事件投资", "

Trade execution modelling framework (backtesting analysis only) via Longbridge — covers slippage models (linear / square-root market impact), VWAP/TWAP execution logic, market impact cost estimation (Kyle lambda), volume participation rate (POV) strategy. Helps quant traders build realistic execution assumptions in backtests. Triggers: "执行模型", "滑点模型", "VWAP执行", "TWAP执行", "市场冲击", "执行成本", "成交量参与率",

Factor research framework for evaluating single-factor effectiveness across A-shares, HK, and US stocks — information coefficient (IC), information ratio (IR), decile portfolio backtests, and IC decay (serial autocorrelation). Triggers: "因子研究", "IC分析", "信息比率", "分层回测", "因子有效性", "单因子测试", "因子衰减", "因子评估", "IC分析", "信息比率", "分層回測", "因子有效性", "單因子測試", "factor research", "information coefficient", "IC", "IR

Fundamental factor stock screening — filter value or growth stocks using PE, PB, ROE, revenue growth, net-profit growth, and dividend yield across A-share, HK, and US markets. Outputs a candidate table ranked by composite factor score. Triggers: "基本面筛选", "因子选股", "价值选股", "成长选股", "低PE选股", "高ROE", "股息筛选", "PE筛选", "PB筛选", "多条件选股", "基本面因子", "量化选股", "基本面篩選", "因子選股", "價值選股", "成長選股", "低PE選股", "股息篩選", "fac

Cross-market financial metrics batch query — revenue, net profit, ROE, debt ratio, free cash flow, gross margin for one or more symbols across HK / US / A-share / SG markets. Supports multi-symbol horizontal comparison, similar to natural-language financial screening. Triggers: "财务数据查询", "财务指标", "营收查询", "净利润查询", "ROE查询", "负债率", "现金流查询", "毛利率查询", "财务数据批量", "財務數據查詢", "財務指標", "營收查詢", "淨利潤查詢", "ROE查詢"

Deep financial statement analysis for listed companies via Longbridge — cross-statement reconciliation (IS↔BS↔CF), DuPont decomposition (ROE = net margin × asset turnover × equity multiplier), earnings-quality scoring (accrual ratio), and 10-item financial fraud red-flag checklist. Builds on raw data from longbridge-financial-report. Triggers: "三表勾稽", "杜邦分析", "杜邦拆解", "盈利质量", "应计利润", "财务造假", "财报深度"

Systematic 100-point financial health scorecard for listed companies via Longbridge — five dimensions: profitability (ROE / net margin / gross margin), growth (revenue & net income YoY), financial health (debt ratio / current ratio / interest coverage), cash quality (operating CF / net income), operating efficiency (inventory & AR turnover days). Outputs a report card. Triggers: "财报体检", "财务体检", "财

Personal financial planning framework for China / HK / Singapore investors via Longbridge — retirement savings targets (based on current Longbridge account net worth), education fund planning, balance sheet review, cash flow analysis, gap analysis between current portfolio and financial goals. Triggers: "财务规划", "退休规划", "储蓄目标", "教育金", "资产负债表", "财富规划", "财务目标", "个人理财", "財務規劃", "退休規劃", "儲蓄目標", "教育金",

Full three-statement financials (IS / BS / CF) for listed companies via Longbridge — income statement, balance sheet, cash flow statement; annual / semi-annual / quarterly periods. Use this skill to fetch raw financial data. For deep analysis (DuPont, accruals, fraud flags) use longbridge-financial-analysis; for health scoring use longbridge-financial-checkup. Triggers: "财务报表", "三张表", "利润表", "资产负债

Smart-money and ownership-flow signals for a single stock via Longbridge Securities — SEC 13F institutional portfolios + position changes (US), funds and ETFs that hold the stock, SEC Form 4 insider trades (US-only), US short-interest history, and HK broker holdings (HK-only). Read-only. Markets vary by subcommand. Triggers: "13F", "机构持仓", "基金持仓", "ETF 持有", "持有这只股票的基金", "内部人交易", "高管买卖", "Form 4",

Company fundamentals via Longbridge — latest financial report KPIs (revenue / net income / EPS / ROE / margins / cash flow), YoY trends, dividend history, forward EPS consensus, analyst ratings, corporate actions. Three depth tiers (snapshot / standard / full). Triggers: "基本面", "业绩", "财报", "财务健康", "盈利能力", "营收", "净利润", "ROE", "毛利率", "分红历史", "EPS 预期", "研报评级", "業績", "財報", "財務健康", "毛利率", "分紅歷史", "fund

Foreign-exchange rates for all currencies supported by Longbridge Securities — HKD / USD / CNY / SGD / EUR / GBP / JPY / etc. Use to convert multi-currency holdings, normalise account values, or quote a cross-rate. Light-touch utility skill, no login required. Triggers: "汇率", "美元兑港币", "人民币兑美元", "港币换美金", "今天汇率", "USD HKD", "CNY USD", "外汇", "匯率", "美元兌港幣", "人民幣兌美元", "港幣換美金", "今天匯率", "外匯", "exchange r

Graham cigar-butt (NCAV / net-net) single-stock diagnostic. Combines a 100-point static cheapness score (NCAV, PE, PB, dividend yield, debt coverage, earnings stability) with a dynamic adjustment layer (industry cycle, earnings trend, insider activity, NCAV trajectory) to separate real bargains from value traps. Pulls data from Longbridge CLI first; MCP fallback if CLI unavailable; falls back to W

谐波形态信号引擎——基于斐波那契几何识别 XABCD 五点结构，支持 Gartley、Bat（蝙蝠）、Butterfly（蝴蝶）、Crab（螃蟹），在潜在反转区（PRZ）生成交易信号。Triggers: "谐波形态", "谐波", "Gartley", "蝙蝠形态", "蝴蝶形态", "螃蟹形态", "XABCD", "潜在反转区", "PRZ", "斐波那契形态", "諧波形態", "諧波", "蝙蝠形態", "蝴蝶形態", "螃蟹形態", "harmonic pattern", "Gartley pattern", "Bat pattern", "Butterfly pattern", "Crab pattern", "PRZ", "potential reversal zone", "fibonacci harmonic".

Hedging strategy design framework — Beta hedge ratio (portfolio vs benchmark), option protection strategies (protective put / collar), tail-risk hedges (VIX-related / gold / treasuries), cross-asset hedges (currency risk), and hedge cost assessment (option premium vs protection value). Triggers: "对冲", "对冲策略", "Beta对冲", "保护性看跌", "领口策略", "尾部风险", "汇率对冲", "对冲比率", "對冲", "對冲策略", "Beta對冲", "保護性看跌", "領口策略

HK IPO 打新分析 — 港股新股是否值得申购的"四维评估"诊断（定价合理性 / 发行质量 / 市场时机 / 基本面展望）。输出推荐 / 中性 / 回避三档评级 + 招股书精华 + 风险提示 + 申购参考，散户友好、结论前置。覆盖三类场景：单只新股深度评估、近期打新日历浏览、未中签后的次新股追涨判断。数据优先用 Longbridge CLI（ipo detail / ipo subscriptions / ipo wait-listing / ipo listed / peer-comparison / news / quote / kline / index-quote 等），CLI 缺失项用 MCP fallback；仍然不可得的（招股书 TAM、基石公告原文、回拨倍数、暗盘价、承销商行业排名）用 WebSearch 兜底。**报告结尾固定输出「数据来源明细」附录**，每个数字可溯源

Ichimoku Cloud (一目均衡表) five-line system signal engine for stocks listed in HK / US / A-share / Singapore via Longbridge Securities. Computes Tenkan-sen, Kijun-sen, Senkou Span A/B, and Chikou Span from OHLCV data; generates price-vs-cloud position, line-cross signals, and full trend-confirmation scores. Triggers: "一目均衡表", "一目云", "云图", "转折线", "基准线", "先行带", "迟行线", "云上", "云下", "一目均衡表", "一目雲", "雲圖", "

Major index real-time quotes via Longbridge Securities — Shanghai Composite, CSI 300, ChiNext, Hang Seng, NASDAQ, S&P 500, Dow Jones and more; supports price, change, volume, historical trend. Triggers: "上证指数", "沪深300", "创业板指", "恒生指数", "纳斯达克", "标普500", "道琼斯", "指数行情", "指数点位", "上證指數", "滬深300", "創業板指", "恒生指數", "納斯達克", "標普500", "道瓊斯", "指數行情", "Shanghai Composite", "CSI 300", "Hang Seng Index", "NASDAQ

Industry / sector panorama report — generates a comprehensive industry overview covering market dynamics, competitive landscape, key players, thematic trends, valuation ranges, and catalysts/risks. Outputs industry sizing, growth rate, major-player market share estimates, and valuation bands. Triggers: "行业概览", "行业报告", "板块报告", "行业全景", "竞争格局", "行业分析", "板块分析", "行業概覽", "行業報告", "板塊報告", "行業全景", "競爭格局",

Industry valuation comparison and distribution analysis via Longbridge — cross-peer valuation matrix (PE / PB / PS / dividend yield), industry-percentile ranking, and industry premium / discount for a single stock. Triggers: "行业估值", "行业溢价", "行业折价", "行业对比", "行业百分位", "同行业估值", "板块估值", "行业贵不贵", "行業估值", "行業溢價", "行業折價", "行業對比", "行業百分位", "板塊估值", "industry valuation", "sector valuation", "industry premium

Institutional research and analyst ratings — buy/hold/sell distribution, consensus price target, EPS/revenue forecasts, and rating change history. ESG and credit ratings are not available via Longbridge. Triggers: "研报评级", "机构评级", "买入评级", "目标价", "机构观点", "分析师推荐", "券商评级", "机构研究", "研報評級", "機構評級", "買入評級", "目標價", "機構觀點", "分析師推薦", "券商評級", "analyst rating", "institution rating", "buy rating", "price targe

Investment idea generation — systematically surfaces new investment opportunities by combining quantitative screening (low valuation / high momentum / improving fundamentals), thematic research (sector trends / policy catalysts), and pattern recognition (historical analogues), producing a long/short candidate list. Triggers: "投资想法", "选股灵感", "投资机会", "找股票", "发掘机会", "多头机会", "空头机会", "主题投资", "投資想法", "選

Investment proposal generation via Longbridge Securities — produces a structured investment memo covering: executive summary, company overview, investment thesis (3–5 core points), financial analysis, valuation, catalysts and timeline, risk factors, and position recommendation. Triggers: "投资提案", "投资建议书", "投资报告", "投资摘要", "核心逻辑", "投资理由", "建仓建议", "投資提案", "投資建議書", "投資報告", "投資摘要", "核心邏輯", "建倉建議", "inve

SEC 13F fund-manager–centric view via Longbridge — top-50 active institutional investors by AUM, a specific manager's full portfolio snapshot (by CIK), and quarter-over-quarter holding changes (NEW / ADDED / REDUCED / EXITED). US stocks only. Different from longbridge-flows (stock-centric: who holds a symbol); this skill is manager-centric. Triggers: "基金经理持仓", "机构持仓排名", "大基金持仓", "巴菲特持仓", "贝莱德持仓",

IPO full-lifecycle management via Longbridge Securities — HK/US IPO calendar, subscription/pending/listed rosters, individual IPO details and timelines, account IPO orders, and P&L analysis. Calendar and stock lists require no login; account order and P&L queries require Trade permission. Triggers: "新股", "IPO", "打新", "新股申购", "新股日历", "IPO日历", "待上市", "认购", "新股盈亏", "上市首日", "打新收益", "新股申購", "新股日曆", "IP

Candlestick / OHLCV data and intraday minute series for stocks listed in HK / US / A-share / Singapore via Longbridge Securities. Supports 1m / 5m / 15m / 30m / 1h / day / week / month / year periods, history by date range, and today's intraday curve. Triggers: "K线", "K 线", "走势", "历史价格", "日K", "月K", "周K", "分时图", "近一周走势", "K線", "走勢", "歷史價格", "日K", "月K", "週K", "分時圖", "candlestick", "candles", "OHLCV

Market microstructure analysis via Longbridge Securities — bid-ask spread, order-flow toxicity (large-order pressure), liquidity depth, price impact, and institutional order direction. Covers A-share call-auction analysis and HK block-trade mechanics. Triggers: "盘口分析", "微观结构", "订单流", "大单分析", "买卖价差", "逐笔分析", "买卖盘深度", "挂单墙", "主力动向", "集合竞价", "盤口分析", "微觀結構", "訂單流", "大單分析", "買賣價差", "逐筆分析", "買賣盤深度", "掛單

Machine-learning prediction strategy framework via Longbridge Securities — walk-forward rolling training with feature engineering (MACD, RSI, Bollinger Band width, volume change rate) and a scikit-learn classifier (Random Forest / Gradient Boosting); retrains every 60 days, predicts 5-day direction probability; evaluates win rate, profit factor, and Sharpe ratio. For reference only — not investmen

Daily morning briefing — writes a concise pre-market morning brief summarising overnight major moves (US/HK close, A-share pre-market signals), key events on the watchlist, today's catalysts (earnings / economic data / policy), and a trading ideas overview. Triggers: "晨会", "晨报", "早报", "早盘", "盘前简报", "今日重点", "开盘前", "晨会纪要", "晨會", "晨報", "早報", "盤前簡報", "今日重點", "開盤前", "晨會紀要", "morning brief", "morning ca

Multi-factor cross-sectional stock-selection strategy via Longbridge Securities — scores stocks in an index or candidate pool on value (1/PE, 1/PB), momentum (60-day return), quality (ROE), and low-volatility (60-day HV) factors; standardises to Z-scores; composites with equal or IC-weighted combination; constructs a TopN long portfolio (high-score group) and bottom-N short portfolio. Triggers: "多

Aggregated news, regulatory filings, and Longbridge-community discussion for a single stock — classified into catalyst / regulatory / strategic / financial / opinion / other, with a fact-only key-takeaway summary and a sentiment skew. Falls back to WebSearch only when data is sparse or stale, and labels the source. Triggers: "X 最近新闻", "X 公告", "市场对 X 财报怎么看", "X 社区讨论", "X 公司动态", "市场情绪", "最近怎么了", "X

Shanghai-Shenzhen-Hong Kong Stock Connect capital flow analysis — tracks northbound (foreign capital buying A-shares) and southbound (mainland capital buying HK stocks) net flows, sector allocation, and AH-premium arbitrage signals. Triggers: "北向资金", "南向资金", "沪深港通", "陆港通", "外资流入", "北向净买入", "沪股通", "深股通", "北向加仓", "北向减仓", "北向資金", "南向資金", "滬深港通", "陸港通", "外資流入", "北向淨買入", "北向加倉", "northbound flow", "sou

On-chain data analysis framework — covers active addresses, whale behaviour, TVL (total value locked), DEX liquidity, and on-chain valuation metrics: MVRV (market cap / realised value), NVT (network value / transaction volume), SOPR. Longbridge provides spot crypto quotes (.HAS); raw on-chain data requires external sources (Glassnode / Dune Analytics). Triggers: "链上数据", "链上分析", "MVRV", "NVT", "活跃地

Quarterly and annual operating data for listed companies via Longbridge Securities — revenue, net income, EPS, ROE, gross margin, and other KPIs broken down by reporting period. Complements longbridge-fundamental with period-by-period trend detail. Note: currently returns data for HK-listed stocks only; US and A-share symbols return empty results. Triggers: "经营数据", "运营指标", "分季度财务", "经营情况", "季度营收",

Advanced options strategy framework via Longbridge — volatility surface concepts (SABR/local vol), dynamic Delta hedging, calendar spread, diagonal spread, volatility arbitrage (long vol/short vol), and skew trading. Triggers: "高级期权", "波动率套利", "日历价差", "对角价差", "动态对冲", "偏斜交易", "SABR", "Long Vol", "Short Vol", "Delta对冲", "伽马交易", "高階期權", "波動率套利", "日曆價差", "對角價差", "動態對沖", "偏斜交易", "advanced options", "ca