longbridge-post-investment
Quarterly / monthly post-investment monitoring — track KPIs, flag deviations, and generate action recommendations.
Response language: match the user's input language — Simplified Chinese / Traditional Chinese / English.
When to use
Trigger on prompts asking about:
- Ongoing monitoring of a position — "帮我跟踪一下 NVDA 的投后表现", "post-investment monitoring for TSLA"
- Quarterly / monthly KPI review — "定期复盘", "持仓检视", "quarterly review"
- Deviation from expectations — "业绩是否达到预期", "beat or miss vs guidance"
- Add / reduce / stop-loss decision — "要不要加仓", "should I cut the position"
For earnings analysis defer to longbridge-earnings. For portfolio-level analytics defer to longbridge-portfolio.
Workflow
- Extract symbol(s) from the prompt.
- Fetch latest financial results: revenue, gross margin, net income, EPS, FCF.
- Fetch analyst consensus for the same period (expected vs actual).
- Fetch recent price performance (60 days).
- Fetch recent news for qualitative context.
- For each KPI: compare actual vs consensus; flag as Beat / In-Line / Miss with magnitude.
- Assess price action relative to the fundamental outcome.
- Generate monitoring report with action recommendation.
If unsure of exact flag names, run
longbridge <subcommand> --helpbefore proceeding.
CLI
# Latest income statement
longbridge financial-report <SYMBOL> --kind IS --format json
# Analyst consensus (expected vs actual)
longbridge consensus <SYMBOL> --format json
# Recent news and management commentary
longbridge news <SYMBOL> --format json
# Price performance (60-day)
longbridge kline <SYMBOL> --period day --count 60 --format json
Output structure
# Post-Investment Monitor: <Company> (<SYMBOL>)
Review date: <today> Period: <quarter/month>
## KPI Scorecard
| KPI | Expected | Actual | Δ | Signal |
|-----------------|------------|------------|--------|---------|
| Revenue | | | | ✓ Beat |
| Gross Margin | | | | ✗ Miss |
| EPS | | | | ~ In-line |
| FCF | | | | |
## Price Action
Entry price: $xx.xx Current: $xx.xx Return: ±x.x%
vs market: ±x.x% vs sector: ±x.x%
## Qualitative Check
Management tone, guidance revision, key risks materialised / resolved.
## 指标变化摘要 / Key Metrics Update
| 维度 | 预期 | 实际 | 偏差 |
|---|---|---|---|
| (根据实际分析填写) | | | |
> 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. Investment decisions should be made based on your own risk tolerance.
Rationale: ...
Next review trigger: ...
Error handling
| Situation | 简体回复 | 繁體回復 | English reply |
|---|---|---|---|
| No recent earnings data | 暂无最新财报数据，无法完成 KPI 对比。 | 暫無最新財報數據，無法完成 KPI 對比。 | No recent earnings data available — KPI comparison cannot be completed. |
| Consensus data unavailable | 分析师预期数据不可用，仅展示实际数据。 | 分析師預期數據不可用，僅展示實際數據。 | Consensus data unavailable — showing actuals only. |
| Symbol not found | 未找到该代码，请确认市场和格式。 | 找不到該代碼，請確認市場和格式。 | Symbol not found — verify the exchange and ticker. |
command not found: longbridge | 请安装 longbridge-terminal 或通过 MCP 连接。 | 請安裝 longbridge-terminal 或透過 MCP 連線。 | Install longbridge-terminal or connect via MCP. |
not logged in | 请运行 longbridge auth login。 | 請執行 longbridge auth login。 | Run longbridge auth login. |
MCP fallback
When the CLI is unavailable, fall back to the MCP server. Discover available tools from the MCP server's tool list at runtime.
Related skills
longbridge-earnings— detailed post-earnings reportlongbridge-portfolio— portfolio-level P&L and attributionlongbridge-fundamental— deep financial KPI analysislongbridge-thesis-tracker— track investment thesis against milestones
File layout
skills/longbridge-post-investment/
└── SKILL.md