longbridge-investment-proposal

Generate a structured investment proposal for a single stock opportunity.

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

When to use

Trigger on prompts asking for:

• A formal investment memo or proposal — "帮我写一份 NVDA 的投资提案", "generate an investment memo for TSLA"
• Investment rationale write-up — "投资逻辑", "investment case", "建仓建议"
• Structured buy / hold / sell recommendation — "position recommendation", "investment summary"

For post-earnings analysis defer to longbridge-earnings. For valuation-only analysis defer to longbridge-valuation.

Workflow

1. Extract the target symbol; normalise to <CODE>.<MARKET>.
2. Gather data in parallel:
   • Company profile (name, business, employees, founding, IPO date)
   • Latest financials (revenue, net income, EPS, ROE, gross margin, FCF)
   • Valuation multiples (PE, PB, EV-EBITDA, PEG)
   • Analyst consensus (target price, rating distribution)
   • Recent news and catalysts
3. Synthesise into the proposal structure below.
4. Flag data gaps explicitly rather than fabricating figures.

If unsure of exact flag names, run longbridge <subcommand> --help before proceeding.

CLI

# Company profile
longbridge company <SYMBOL> --format json

# Financial statements
longbridge financial-report <SYMBOL> --kind ALL --format json

# Valuation multiples
longbridge valuation <SYMBOL> --format json

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

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

Output structure

# Investment Proposal: <Company Name> (<SYMBOL>)
Date: <today>

## Executive Summary
One-paragraph verdict: Buy / Hold / Avoid, price target, key thesis.

## Company Overview
Business description, market, employees, listing date.

## Investment Thesis
1. <Core point 1>
2. <Core point 2>
3. <Core point 3>
[4–5 if applicable]

## Financial Analysis
| Metric        | LTM     | YoY Δ |
|---------------|---------|--------|
| Revenue       |         |        |
| Net Income    |         |        |
| EPS           |         |        |
| Gross Margin  |         |        |
| ROE           |         |        |
| FCF           |         |        |

## Valuation
| Multiple   | Current | Industry Median | Assessment |
|------------|---------|-----------------|------------|
| PE         |         |                 |            |
| PB         |         |                 |            |
| EV/EBITDA  |         |                 |            |

Target price rationale and upside / downside.

## Catalysts & Timeline
- Near-term (0–3 months): ...
- Medium-term (3–12 months): ...

## Risk Factors
- <Risk 1>
- <Risk 2>
- <Risk 3>

## Position Recommendation
Suggested entry range, position size, stop-loss level, review trigger.

Error handling

MCP fallback

When the CLI is unavailable, fall back to the MCP server. Discover available tools from the MCP server's tool list at runtime.

Related skills

• longbridge-fundamental — deep financial KPI analysis
• longbridge-valuation — historical valuation percentile
• longbridge-earnings — post-earnings update report
• longbridge-news — recent news and filings

File layout

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