longbridge-portfolio

longbridge-portfolio

Prompt-only skill for account-level analysis. Distinguished from longbridge-positions (snapshot lookup): this skill answers "how am I doing", not "what do I hold".

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

Privacy: returns the user's private P&L. Only render detailed numbers in direct conversation; if you suspect screen-sharing or third-party observation, ask before showing exact figures. Never echo amounts into PR descriptions, tickets, or other places third parties can read.

Login

This skill requires a logged-in session with trade scope:

longbridge auth login   # check "trade" / 「交易」 permission in the browser auth screen

If using MCP fallback and a tool returns unauthorized / not in authorized scope, re-authorise:

claude mcp logout longbridge
# Re-trigger any MCP tool call; check "trade" / 「交易」 permission.

When to use

• "我账户表现如何", "how is my account doing?"
• "我本月浮盈", "this month's P&L"
• "我哪只股票贡献最多", "top contributors"
• "我货币暴露", "currency exposure"
• "我账户行业分布", "industry mix"

"Me" disambiguation

By default, treat 我 / me / my account as all-account aggregate. If the user explicitly says "我的港股账户" / "my US sub-account", restrict to that sub-account.

Time-window inference

| Phrase | Window | |---|---| | 本月 / this month | first day of this month → today | | 本周 / this week | this Monday → today | | 近 30 天 / past 30 days | today-30 → today | | 今年 / YTD | Jan 1 → today | | 全部 / since opening / no time | use profit_analysis defaults (typically since account opening) |

LLM uses today's date from system context.

Tool selection by intent

| User intent | Tools | |---|---| | Full portfolio overview | profit_analysis + stock_positions + account_balance (combo) | | This month's P&L | profit_analysis(start=2026-04-01, end=2026-04-28) | | Biggest contributors | profit_analysis_detail + stock_positions | | Currency exposure | account_balance + exchange_rate | | Industry distribution | stock_positions + per-symbol static_info (industry field) | | Short-selling margin details | portfolio short-margin |

CLI

Run longbridge <subcommand> --help to verify exact flags. Example for "我本月账户表现" (run concurrently):

longbridge profit-analysis --start 2026-05-01 --end 2026-05-06 --format json
longbridge profit-analysis detail --start 2026-05-01 --end 2026-05-06 --format json
longbridge assets --format json
longbridge positions --format json
longbridge exchange-rate --format json

For short-selling positions:

longbridge portfolio short-margin --format json   # per-position margin deposit breakdown

Workflow

1. Confirm trade-scope login (see Login section).
2. Decide the time window (table above) and the toolset (table above).
3. Run CLI commands concurrently (see CLI section). If longbridge is not installed, fall back to MCP.

1. Convert FX to USD-equivalent yourself (use exchange_rate from the same call day) — profit_analysis may return mixed currencies.
2. Render the 4-section structure. Cite Longbridge Securities. End with the not-investment-advice disclaimer.

Output template

My account performance — Source: Longbridge Securities; period YYYY-MM-DD ~ YYYY-MM-DD

[1. Overview]
- Total NAV (USD-equivalent): $X
- Cash: $X (Y% of NAV)
- Holdings: $X (Y% of NAV)
- Period P&L: +$X (+Y%)

[2. Currency exposure]
- USD: $X
- HKD: HK$X (≈ $X USD)
- CNY: ¥X (≈ $X USD)
- SGD: S$X (if held)

[3. Single-stock contribution (this period)]
| Symbol | Name | P&L (USD-eq) | Share |
|---|---|---:|---:|
| NVDA.US | NVIDIA | +$5,200 | 42% |
| 700.HK  | 腾讯  | +$3,100 | 25% |
| TSLA.US | Tesla | -$1,800 | -15% |
| ...     | ...   | ...     | ... |

[4. Industry distribution] (stock_positions × static_info industry field, by market value)
- 半导体 / Semiconductors: 35%
- 互联网 / Internet:        20%
- ...

⚠️ 以上数据仅供参考，不构成调仓建议。/ 以上數據僅供參考，不構成調倉建議。/ For reference only. Not rebalancing advice.

(Translate into the user's language.)

Performance optimisation

Industry distribution requires static_info per symbol (N positions = N calls). When a user holds ≥ 30 names:

• Tell the user "computing industry distribution; this may take a moment...", OR
• Simplify: take the top 10 by market value, group the rest as "other".

Same for the contribution ranking — list the top 10 (mix of leaders and laggards) by default; do not flood with the full position book.

Output constraints

• Must include all 4 sections.
• Must label currency on every figure; mark USD-equivalent with ≈.
• Must end with the not-rebalancing-advice disclaimer.

Error handling

| Situation | Reply | |---|---| | command not found: longbridge | Fall back to MCP; if MCP also unavailable, tell user to install longbridge-terminal. | | stderr not logged in / unauthorized | Tell user to run longbridge auth login with trade permission. | | profit-analysis returns empty | "{window}: no recorded P&L (account had no positions or no trades)." | | assets returns one currency | Skip the multi-currency section; show that one currency. | | positions returns empty | Skip sections 3 + 4; show cash-only overview. |

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 (trade scope required).

Related skills

• Position lookup ("what do I own?") → longbridge-positions
• Per-symbol drill-down → longbridge-quote, longbridge-valuation, longbridge-fundamental
• "Why is X down?" → longbridge-news
• "Should I sell X?" → combine with longbridge-valuation + longbridge-fundamental for a fuller picture.

File layout

longbridge-portfolio/
└── SKILL.md          # prompt-only, no scripts/