longbridge-investment-ideas
Surfaces actionable investment ideas through a multi-lens screening process: value, momentum, fundamental improvement, and thematic catalysts — outputting a prioritised candidate list with brief rationale for each idea.
Response language: match the user's input language — Simplified Chinese / Traditional Chinese / English.
When to use
Trigger when the user wants to discover new investment opportunities rather than research a specific stock:
- "帮我找一些当前有投资价值的股票" / "幫我發掘一些港股投資機會" / "Generate some investment ideas in AI infrastructure"
- "选股灵感", "多头机会", "what should I be looking at this quarter"
Workflow
- Clarify parameters with the user if not provided:
- Market: US / HK / A-share / SG (or multiple)
- Theme / sector (optional): e.g. AI, EV, healthcare, energy
- Style: value / growth / momentum / contrarian / short ideas
- Fetch the relevant universe (index constituents or sector ETF).
- For top candidates, fetch valuation indices and recent 60-day price momentum.
- Apply the selected screening lens (see below) to rank candidates.
- For top 5–8 ideas, fetch news to validate the narrative.
- Output a ranked candidate list with rationale.
Screening lenses
| Lens | Signal | CLI data |
|---|---|---|
| Value | Low PE / PB vs industry median | longbridge industry-valuation |
| Momentum | Top 60-day price return in universe | longbridge kline --period day --count 60 |
| Fundamental improvement | Revenue acceleration / margin expansion (QoQ) | longbridge financial-report --kind IS |
| Thematic | Recent policy / product catalyst in news | longbridge news |
CLI
If you're unsure of exact flag names or defaults, run
longbridge <subcommand> --helpfirst.
# Fetch universe (index constituents)
longbridge constituent <INDEX_SYMBOL> --format json
# Valuation indices for screening (PE, PB, momentum)
longbridge calc-index <SYMBOL> --format json
# 60-day daily price for momentum calculation
longbridge kline <SYMBOL> --period day --count 60 --format json
# News for narrative validation
longbridge news <SYMBOL> --format json
Output
Screening parameters: market, theme, style lens, date
Idea candidate table:
| Rank | Symbol | Company | Market Cap | Lens | Key Signal | Rationale |
|---|---|---|---|---|---|---|
| 1 | NVDA.US | NVIDIA | $2.5T | Momentum + Thematic | +40% in 60d; AI capex cycle | ... |
For each top idea, add a one-paragraph 分析摘要 / Analysis summary covering:
- 近期催化剂或关注事项 / Recent catalysts or watchpoints（供参考）
- 关键指标与事件 / Key metrics and events
- Key risk (one-liner bear case)
以上内容仅供参考，不构成投资建议。投资决策请结合自身风险承受能力独立判断。/ The above is for reference only and does not constitute investment advice.
Error handling
| 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 market or theme specified | 请告知目标市场和投资风格 | 請告知目標市場和投資風格 / Please specify target market and style |
| Other stderr | 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 |
|---|---|
| Small-cap growth screening | longbridge-smallcap-growth |
| Peer comparison | longbridge-peer-comparison |
| Industry valuation | longbridge-valuation |
| Full research on a specific idea | longbridge-stock-research |
| Market anomaly / unusual movers | longbridge-anomaly |
File layout
longbridge-investment-ideas/
└── SKILL.md
Prompt-only — no scripts/. Discover the latest CLI flags via longbridge <subcommand> --help.