longbridge-sec-filings

Prompt-only analysis skill. Retrieves SEC filings via Longbridge and extracts investment-relevant signals: financial KPIs (10-K/10-Q), material events (8-K), governance/compensation (Proxy), and insider behaviour (Form 4).

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

When to use

• "帮我看下 AAPL 最新的 10-K" / "What are AAPL's key risks from the latest 10-K?"
• "TSLA 昨天发了个 8-K，说了什么？" / "What did TSLA's 8-K say?"
• "高管最近有没有申报卖股票 (Form 4)？" / "Any insider Form 4 sales recently?"
• "10-Q 的 MD&A 里有什么异常？" / "Any unusual items in the MD&A?"
• "Proxy 里高管薪酬怎么样？" / "What does the proxy say about exec compensation?"

For institutional 13F holdings route to longbridge-flows. For quarterly earnings analysis route to longbridge-earnings.

CLI

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

# List recent filings for a symbol
longbridge filing <SYMBOL> --format json

# Filter by filing type (if supported — verify with --help)
longbridge filing <SYMBOL> --type 10-K --format json
longbridge filing <SYMBOL> --type 10-Q --format json
longbridge filing <SYMBOL> --type 8-K  --format json

# Financial data (structured KPIs from filings)
longbridge financial-report <SYMBOL> --format json

# News — supplement for 8-K summaries and insider trade coverage
longbridge news <SYMBOL> --format json

Filing type guide

Workflow

1. Identify filing type from the user's question; default to most recent filing if unspecified.
2. Fetch filings list with longbridge filing <SYMBOL>, select the relevant entry.
3. Fetch financial KPIs with longbridge financial-report for structured numbers.
4. Supplement with news (longbridge news) for 8-K summaries or insider trade narratives if filing detail is sparse.
5. Extract key items per filing type (see extraction guide below).
6. Output structured analysis (template below). Cite Longbridge Securities.

Extraction guide by filing type

10-K / 10-Q

• Revenue, net income, EPS vs prior period
• Gross/operating margin trend
• Free cash flow
• Key risk factors (new risks added or escalated language)
• MD&A: management commentary on performance drivers
• Non-recurring items (impairments, restructuring, gains on asset sales)
• Debt and liquidity (cash, revolver capacity)

8-K

• Event type (Item number: 1.01=material agreement, 2.02=earnings, 5.02=exec change, etc.)
• Material fact in 2–3 sentences
• Bull/bear interpretation

Proxy (DEF 14A)

• CEO total comp vs prior year and vs peers
• Performance metrics in comp plan (revenue, TSR, EPS targets)
• Board independence and audit committee composition
• Shareholder proposals (activist items)

Form 4

• Filer: name and title
• Transaction: buy vs sell, shares, price, date
• Post-transaction ownership
• Pattern: first purchase, cluster selling near highs, 10b5-1 plan flag

Output template

{Symbol} {Filing type} analysis — Source: Longbridge Securities

[Filing metadata]
- Form: {type}  |  Filed: {date}  |  Period: {period}

[Key findings]
1. {Finding — max 2 sentences}
2. {Finding}
3. {Finding}

[Financial snapshot] (10-K / 10-Q)
- Revenue: ${X}  YoY: {+/-X%}
- Net income: ${X}  |  EPS: ${X}
- Free cash flow: ${X}
- Non-recurring: {describe or "none identified"}

[Risk factors / MD&A highlights] (10-K / 10-Q)
- New or escalated risks: {list}
- Management tone: {cautious / neutral / optimistic}

[Investment signal]
{Bullish / Bearish / Neutral} — {1-sentence rationale}

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

Error handling

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 — do not rely on hardcoded tool names.

Related skills

• Quarterly earnings analysis → longbridge-earnings
• Insider / institutional flows (13F) → longbridge-flows
• Fundamental KPIs → longbridge-fundamental
• Company news and sentiment → longbridge-news

File layout

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