longbridge-portfolio-diagnosis

longbridge-portfolio-diagnosis

Prompt-only analysis skill. Pulls live account data and recent price history to give a comprehensive portfolio health-check: concentration, sector mix, currency breakdown, factor tilt, cross-holding correlation, and benchmark deviation.

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

When to use

• "帮我诊断一下我的组合" / "組合診斷" / "diagnose my portfolio"
• "我的持仓集中度高吗" / "持倉集中度高嗎" / "check concentration risk"
• "行业分布怎么样" / "行業分布" / "sector distribution in my holdings"
• "货币风险怎么样" / "貨幣敞口" / "currency exposure breakdown"
• "因子暴露分析" / "factor exposure analysis"
• "持仓之间相关性" / "correlation risk across holdings"

Workflow

1. Fetch account data with longbridge portfolio and longbridge positions.
2. For correlation analysis, fetch 60-day daily kline for each holding concurrently.
3. Compute diagnostics in the LLM (see Calculations section).
4. Present a structured diagnosis report.

CLI

Run longbridge <subcommand> --help to verify exact flags before calling.

# Step 1: account summary + positions
longbridge portfolio --format json
longbridge positions --format json

# Step 2: 60-day price history for each holding (run concurrently per symbol)
longbridge kline <SYMBOL> --period day --count 60 --format json

# Step 3: sector/valuation context per holding
longbridge calc-index <SYMBOL> --format json

Calculations

Compute the following in the LLM from fetched data:

| Metric | Method | |---|---| | Top-5 concentration | Sum of top-5 positions by market value ÷ total portfolio value | | Sector distribution | Group positions by industry / sector field; compute % of total MV | | Currency exposure | Group by currency of listing; compute % of total MV | | Factor tilt | Large-cap (market cap > $10B) vs small-cap; PE < 15 / dividend yield > 3% = value tilt | | Pairwise correlation | Pearson correlation of 60-day daily returns; flag pairs with r > 0.8 as high correlation | | Benchmark deviation | If user provides a benchmark (e.g. SPX, HSI), compare sector weights |

Output template

Portfolio Diagnosis — Source: Longbridge Securities
Date: <today>

[Concentration]
- Top-5 holdings: <names> = <N>% of portfolio
- Risk: {Low (<40%) / Medium (40-60%) / High (>60%)}

[Sector Distribution]
- <Sector>: <N>%  (target suggestion if heavily concentrated)
- ...

[Currency Exposure]
- USD: <N>%  HKD: <N>%  CNY: <N>%  Other: <N>%

[Factor Tilt]
- Large-cap: <N>%  Small-cap: <N>%
- Value tilt: <N>%  Growth tilt: <N>%

[Correlation Risk]
- High-correlation pairs (r > 0.8): <list>
- Diversification note: ...

[Summary & Suggestions]
- Key risks: ...
- Suggested actions: ...

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

Error handling

| Situation | 简体回复 | 繁體回復 | English reply | |---|---|---|---| | command not found: longbridge | 回退到 MCP；若也不可用，请安装 longbridge-terminal | 回退到 MCP；若也不可用，請安裝 longbridge-terminal | Fall back to MCP; if unavailable, ask user to install longbridge-terminal. | | stderr not logged in | 请运行 longbridge auth login 登录 | 請運行 longbridge auth login 登入 | Run longbridge auth login to authenticate. | | Empty positions | 账户暂无持仓，无法诊断 | 賬戶暫無持倉，無法診斷 | No holdings found; cannot run diagnosis. | | kline data unavailable for a symbol | 跳过该标的相关性计算，标注数据缺失 | 略過該標的相關性計算，標注數據缺失 | Skip correlation for that symbol; note data gap. |

MCP fallback

If longbridge CLI is not installed, use MCP tools:

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 + trade_read scopes).

Related skills

• Rebalance to target weights → longbridge-portfolio-rebalance
• Risk metrics (VaR, drawdown) → longbridge-risk-analysis
• Asset allocation framework → longbridge-asset-allocation
• Portfolio P&L overview → longbridge-portfolio

File layout

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