longbridge-portfolio-rebalance

longbridge-portfolio-rebalance

Prompt-only analysis skill. Compares current portfolio weights against user-provided target weights, computes drift, and produces a prioritised rebalance trade list with estimated transaction costs. Read-only — does not place orders.

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

When to use

• "帮我做一下组合再平衡" / "組合再平衡" / "rebalance my portfolio"
• "我的仓位偏移了，怎么调整" / "倉位偏移了" / "my weights have drifted, what should I trade"
• "目标权重 AAPL 30% TSLA 20% 现金 50%，帮我生成交易清单"
• "哪些仓位需要减持，哪些需要加仓" / "rebalance trades list"

Workflow

1. Fetch current positions and total portfolio value.
2. Ask user for target weights if not provided (symbol → target % pairs).
3. Fetch current prices for all symbols.
4. Compute current weights and drift vs target.
5. Generate trade list: symbols to buy (underweight) and sell (overweight).
6. Estimate transaction cost (brokerage fee ~0.03–0.1% per trade; note tax impact for gains).
7. Present trade list sorted by drift magnitude (largest first).

CLI

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

# Current holdings and portfolio value
longbridge portfolio --format json
longbridge positions --format json

# Current prices for each symbol in portfolio or target list (run concurrently)
longbridge quote <SYMBOL> --format json

# Maximum tradeable quantity (optional, for feasibility check)
longbridge max-qty <SYMBOL> --format json

Calculations

| Quantity | Method | |---|---| | Current weight | Position MV ÷ Total portfolio MV | | Target MV | Total portfolio MV × target weight % | | Required trade | Target MV − Current MV (positive = buy, negative = sell) | | Trade quantity | Required trade amount ÷ current price (round to lot size) | | Drift threshold | Flag if |current weight − target weight| > 5 percentage points | | Est. cost | Trade amount × 0.05% (configurable; note this is approximate) |

Output template

Portfolio Rebalance Plan — Source: Longbridge Securities
Total Portfolio Value: <MV> <currency>
Date: <today>

[Current vs Target Weights]
Symbol    Current%  Target%   Drift     Action      Qty      Est.Cost
AAPL.US   35.2%     30.0%     +5.2%     SELL 12     $1,840   ~$0.9
TSLA.US   12.1%     20.0%     -7.9%     BUY  8      $2,100   ~$1.1
CASH      52.7%     50.0%     +2.7%     —           —        —

[Trade Summary]
- Total buys:  $X,XXX  (~$X.XX in fees)
- Total sells: $X,XXX  (~$X.XX in fees)
- Net cash change: ±$XXX

[Notes]
- Positions within ±5% of target weight are within tolerance and need no action.
- Sell orders on positions with unrealised gains may trigger tax events (US investors).
- Review lot sizes for HK/A-share stocks before placing orders.

⚠️ 仅供参考，不构成投资建议，请自行决策下单。/ 僅供參考，不構成投資建議，請自行決策下單。/ For reference only. Not investment advice. Place orders at your own discretion.

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, 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. | | No target weights provided | 请告知目标配置，例如：AAPL 30%、TSLA 20%、现金 50% | 請告知目標配置，例如：AAPL 30%、TSLA 20%、現金 50% | Please provide target weights, e.g. AAPL 30%, TSLA 20%, cash 50%. | | Quote unavailable for a symbol | 跳过该标的，标注价格数据缺失 | 略過該標的，標注價格數據缺失 | Skip that symbol; note price data is unavailable. |

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

• Portfolio health-check → longbridge-portfolio-diagnosis
• Asset allocation frameworks → longbridge-asset-allocation
• Risk metrics → longbridge-risk-analysis
• Place orders → use Longbridge app/terminal directly

File layout

longbridge-portfolio-rebalance/
└── SKILL.md          # prompt-only, read-only — no order placement