longbridge-fundamental

longbridge-fundamental

Prompt-only analysis skill. Orchestrates Longbridge CLI commands to deliver a five-dimension fundamentals snapshot: profitability, financial health, growth, shareholder return, market expectation.

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

Three depth tiers

LLM picks based on prompt verbosity:

| Tier | Trigger phrases | Data needed | |---|---|---| | snapshot | "X 怎么样", "how is X", brief curiosity | Latest financial report KPIs + analyst estimates + consensus | | standard (default) | "X 基本面 / 业绩 / 财报", "X fundamentals" | Snapshot + full income/balance/cash-flow statements + dividend history | | full | "X 全面分析", "detailed fundamentals" | Standard + company profile + operating data + corporate actions + institution ratings (distribution, history, per-institution detail, industry rank) |

Tiers are additive — don't pull all 8+ tools when the user asks a casual question.

When to use

• "贵州茅台 基本面", "NVDA fundamentals" → standard
• "NVDA 业绩好不好", "how is NVDA's earnings" → standard, but never reduce to good/bad — give numbers
• "AAPL 毛利率", "AAPL gross margin" → snapshot/standard
• "X 下季度 EPS 预期" → snapshot is sufficient
• "X 财务健康吗", "is X financially healthy" → standard

For valuation lens (PE, PB) → longbridge-valuation. For comparison → longbridge-peer-comparison.

CLI

Run longbridge --help to see all available subcommands, then longbridge <subcommand> --help before calling. Types of data needed by tier:

Snapshot tier (run concurrently):

• Latest financial report KPIs (revenue / EPS / ROE)
• Analyst EPS estimates (high / low / mean / median)
• Coverage count, rating distribution, consensus target price

Standard tier — add:

• Full line-item financial statements (income statement, balance sheet, cash flow)
• Dividend history
• Forward EPS by period

Full tier — add:

• Company profile
• Operating metrics
• Corporate actions
• Institution rating distribution + target price
• Rating and target price change history
• Per-institution rating detail
• Industry-wide analyst coverage rank

longbridge <subcommand> NVDA.US --format json   # run --help for available flags and subcommand names

Workflow

1. Resolve symbol; multi-symbol → route to longbridge-peer-comparison.
2. Pick a tier based on prompt; call CLI commands concurrently (see CLI section above).
3. If longbridge is not installed, fall back to MCP (see MCP fallback section).
4. Translate fields using the dictionary below; output the 5-section structure with disclosure dates.
5. Cite Longbridge Securities; end with not-investment-advice disclaimer.

Output template (5 sections, mandatory)

{Symbol} ({code}) fundamentals — Source: Longbridge Securities (period end: {fp_end / rpt_date})

[1. Profitability]
- Revenue (latest quarter): X (currency), YoY +Y%
- Net income: X, YoY +Y%
- Gross / net margin: X% / Y%
- ROE: X%

[2. Financial health]
- Debt-to-equity: X%
- Operating cash flow (TTM): X
- Free cash flow: X
- Current / quick ratio (if available)

[3. Growth]
- Revenue YoY (last 4 quarters): +X% / +Y% / +Z% / +W% — trend description
- Net income YoY (last 4 quarters): same

[4. Shareholder return]
- Last dividend date / amount
- Dividend yield: X% (if computable)
- Recent buybacks / issuance (full tier only)

[5. Market expectations (analysts)]
- Consensus next-quarter EPS: X
- Coverage: N analysts; X buy / Y hold / Z sell
- Median target price: X

⚠️ 以上数据仅供参考，不构成投资建议。/ 以上數據僅供參考，不構成投資建議。/ For reference only. Not investment advice.

(Translate to the user's language; if a section's data is missing, state so explicitly — do not invent.)

Field dictionary

The full IS / BS / CF / ratio field-name dictionary (中 / 繁 / EN), plus per-industry reading guidance, lives in [references/field-dictionary.md](references/field-dictionary.md). Load it on demand when the prompt actually requires field translation or industry context.

Output constraints

• Must cover all 5 sections (state missing data, do not silently skip).
• Must include the disclosure date (fp_end / rpt_date).
• Must end with the not-investment-advice disclaimer.
• Do not say "good earnings / bad earnings" as a binary. Anchor language in numbers (e.g. "revenue grew 20% YoY, above the industry mean of 12%").
• Do not forecast next quarter's earnings — the analyst consensus already covers that.

Industry-specific reading

Heuristics differ by sector. Anchor on vs industry mean or vs own history, not absolute thresholds. Concrete sector notes (banks / tech / cyclicals / asset-heavy) live in [references/field-dictionary.md](references/field-dictionary.md#industry-context).

Error handling

| Situation | Reply | |---|---| | command not found: longbridge | Fall back to MCP; if MCP also unavailable, tell user to install longbridge-terminal. | | Financial report data returns empty | "{symbol} has no reported earnings (newly listed?)." | | Analyst consensus has < 3 analysts | Caveat: "small coverage — consensus is indicative only" | | Dividend history data returns empty | "{symbol} pays no dividends or has no dividend record." | | stderr not logged in | Tell user to run longbridge auth login. |

MCP fallback

If longbridge CLI is not installed (command not found), use MCP tools instead:

When the CLI is unavailable, fall back to the MCP server. Discover available tools from the MCP server's tool list at runtime — do not rely on hardcoded tool names.

MCP setup: claude mcp add --transport http longbridge https://openapi.longbridge.com/mcp (quote scope).

Related skills

• Valuation lens (PE / PB / industry) → longbridge-valuation
• 2–5 symbol comparison → longbridge-peer-comparison
• News / market reaction → longbridge-news
• Live price → longbridge-quote

File layout

longbridge-fundamental/
├── SKILL.md
└── references/
    └── field-dictionary.md   # IS/BS/CF/ratio field names + per-industry caveats

Prompt-only — no scripts/.