Longbridge Openapi

    requires:
      anyBins: [longbridge]
    envVars:
      - name: LONGBRIDGE_APP_KEY
        required: false
        description: Optional — only used if you authenticate via env vars rather than `longbridge auth login`.
      - name: LONGBRIDGE_APP_SECRET
        required: false
        description: Optional — paired with LONGBRIDGE_APP_KEY when bypassing the OAuth flow.
      - name: LONGBRIDGE_ACCESS_TOKEN
        required: false
        description: Optional — OAuth access token, also exposed by `longbridge auth login`.
  author: longbridge
  category: finance
  markets: [US, HK, CN, SG, Crypto]
  tier: omnibus
---

# Longbridge Skill (omnibus)

Full-stack wrapper around the Longbridge Securities developer platform — quotes, charts, orderbook, capital flow, options & warrants, FX, calendars, news, filings, fundamentals, valuation, peer comparison, earnings deep-dives, account state, watchlists, price alerts, and recurring DCA plans. Markets: US / HK / A-shares / Singapore / Crypto.

> **Response language**: match the user's input language — Simplified Chinese / Traditional Chinese / English. All field tables, error messages, and analysis disclaimers must keep three forms (简体 / 繁體 / English).

**Official docs**: https://open.longbridge.com  ·  **llms.txt**: https://open.longbridge.com/llms.txt

---

## How this skill is organised

Twelve capability blocks. The LLM picks one or more based on user intent. Sections marked ⚠️ involve mutations and require an explicit preview-then-confirm protocol (see [§ Mutation protocol](#mutation-protocol)). Sections marked 🔒 require trade-scope login.

| Block | Section | Risk |
|---|---|---|
| Live market data | [Quote](#quote) · [K-line / intraday](#k-line--intraday) · [Depth / brokers / ticks](#depth--brokers--ticks) · [Capital flow](#capital-flow) · [Anomaly & price-by-volume](#anomaly--price-by-volume) · [A/H premium](#ah-premium) · [Index / ETF constituents](#index--etf-constituents) · [FX rates](#fx-rates) · [Derivatives (options + HK warrants)](#derivatives) · [Security list / brokers directory](#security-list--brokers-directory) · [Market temperature & trading hours](#market-temperature--trading-hours) | read |
| Calendar | [Finance calendar](#finance-calendar) | read |
| Analysis | [Valuation](#valuation) · [Fundamentals](#fundamentals) · [Peer comparison (2–5)](#peer-comparison) · [News + filings + community](#news--filings--community) · [Corporate structure](#corporate-structure) · [Ownership flows](#ownership-flows) · [Earnings update (post)](#earnings-update-post) · [Earnings preview (pre)](#earnings-preview-pre) · [Catalyst radar](#catalyst-radar) | read |
| Account state 🔒 | [Positions / assets / max-qty](#positions) · [Portfolio analytics](#portfolio-analytics) · [Orders / executions / cash flow](#orders) · [Statements](#statements) · [Watchlist (read)](#watchlist-read) · [Subscriptions diagnostic](#subscriptions) | read |
| Account mutations 🔒 ⚠️ | [Watchlist admin](#watchlist-admin) · [Price alerts](#price-alerts) · [Recurring DCA plans](#dca-plans) | mutating |

---

## Symbol format (applies everywhere)

`<CODE>.<MARKET>` for every CLI call.

| Market | Suffix | Examples |
|---|---|---|
| Hong Kong | `HK` | `700.HK`, `9988.HK`, `2318.HK` |
| United States | `US` | `TSLA.US`, `AAPL.US`, `NVDA.US`, `SPX.US` (index), `QQQ.US` (ETF) |
| Shanghai | `SH` | `600519.SH`, `000300.SH` |
| Shenzhen | `SZ` | `000568.SZ`, `300750.SZ` |
| Singapore | `SG` | `D05.SG`, `U11.SG` |
| Crypto | `HAS` | `BTCUSD.HAS`, `ETHUSD.HAS` |

Resolve Chinese / English company names with general knowledge: 腾讯 → `700.HK`, 特斯拉 → `TSLA.US`, 贵州茅台 → `600519.SH`. If the market is ambiguous, ask the user rather than guess.

---

## CLI discipline (read first)

This skill calls the Longbridge CLI as the primary surface. The CLI evolves — **never hard-code flags from this document if you are unsure**. Discover the current flag spelling, defaults, and supported sub-subcommands by running:

```bash
longbridge <command> --help
longbridge <command> <subcommand> --help
```

Other rules that apply everywhere:

- Always pass `--format json` to get machine-parseable output.
- When piping JSON into Python, **save to a temp file first** (`longbridge … --format json > /tmp/x.json`, then `python3 -c "import json; d=json.load(open('/tmp/x.json'))"`). The CLI sometimes appends version-notification lines to stdout that break direct pipes.
- Run independent calls **concurrently** when supported by the agent runtime.
- Cite source as **Longbridge Securities** / **数据来源:长桥证券** / **數據來源:長橋證券**.
- Off-hours: orderbook / depth / trades are the last session's closing snapshot — call this out explicitly.

If `longbridge` is not on PATH, fall back to MCP — see [§ MCP fallback](#mcp-fallback). MCP setup: `claude mcp add --transport http longbridge https://openapi.longbridge.com/mcp`.

---

## Mutation protocol

Applies to [Watchlist admin](#watchlist-admin), [Price alerts](#price-alerts), and [DCA plans](#dca-plans). Every mutation **must** run as two distinct turns:

1. **Preview** — describe exactly what you are about to do (action verb + every parameter) in the user's language. Do **not** run the CLI yet.
2. **Wait for explicit confirmation** containing `确认 / 是的 / yes / confirm`. Casual ack like "好 / ok / 嗯" is **not** consent (especially for DCA `create`).
3. **Execute** — only after step 2.

Never use the MCP fallback to bypass the preview / confirm gate; MCP write tools have no built-in confirmation. The CLI's own `delete` subcommands print a built-in confirmation prompt — let it run, do **not** pipe `yes` or pass any bypass flag.

If a mutating call fails (stderr), **do not silently retry** — ask the user. For money-touching mutations (DCA), a silent retry could double-execute.

---

## Privacy

Sections marked 🔒 return private account state — holdings, orders, P&L, statements, watchlist, alerts, DCA plans. Only render detailed numbers in direct conversation. Do not echo amounts into PR descriptions, tickets, log files, or any place third parties can read. If you suspect screen-sharing or third-party observation, confirm before showing exact figures.

---

## Quote

Live quote, static reference, and valuation indices for stocks listed in HK / US / A-share / Singapore.

**Triggers** — "现在多少钱", "股价", "涨跌幅", "成交量", "市值", "市盈率", "PE", "PB", "换手率", "行业", "現在多少", "股價", "stock price", "current price", "quote", "market cap", "PE ratio", ticker-only mentions (NVDA, 700.HK, etc.).

**Subcommands**

| CLI | Returns |
|---|---|
| `longbridge quote <SYMBOL>... --format json` | last / open / high / low / prev_close / volume / turnover / trade_status |
| `longbridge static <SYMBOL>... --format json` | name / industry / lot_size / total_shares / EPS / BPS / dividend yield / currency |
| `longbridge calc-index <SYMBOL>... --index pe,pb,turnover_rate,total_market_value,... --format json` | per-symbol valuation indices |

**Workflow**: extract symbol(s) → normalise to `<CODE>.<MARKET>` → decide which subset of `quote / static / calc-index` is needed → run (in parallel if multiple) → merge by `symbol`.

For 2–5 symbol comparison defer to [Peer comparison](#peer-comparison). For historical PE/PB percentile defer to [Valuation](#valuation).

---

## K-line / intraday

Candlestick OHLCV and today's minute series. Does **not** support options / warrants / indices (use [Derivatives](#derivatives) or quote).

**Triggers** — "K线", "K 线", "走势", "历史价格", "日K", "月K", "周K", "分时图", "K線", "走勢", "分時圖", "candlestick", "OHLCV", "intraday chart", "price history", "前复权", "forward adjusted".

| CLI | Use when |
|---|---|
| `longbridge kline <SYMBOL> --period <P> --count <N> --format json` | Latest N candles. Periods: `1m / 5m / 15m / 30m / 1h / day / week / month / year`. |
| `longbridge kline history <SYMBOL> --start YYYY-MM-DD --end YYYY-MM-DD --period <P> --format json` | OHLCV across explicit date range. |
| `longbridge intraday <SYMBOL> --format json` | Today's per-minute curve (price + volume + avg_price). |

Period aliases: `minute=1m`, `hour=1h`, `d/1d=day`, `w=week`, `m/1mo=month`, `y=year`. `--adjust forward` for 前复权.

**Window mapping**: "最近一周" → `day,7`; "最近一年" → `day,252`; "月 K" → `month,100`; "今天分时" → `intraday`.

---

## Depth / brokers / ticks

Orderbook depth, broker queue (HK only), tick-by-tick trades.

**Triggers** — "盘口", "买卖盘", "5 档", "10 档", "深度", "经纪商队列", "逐笔", "tick", "成交明细", "盤口", "經紀商隊列", "depth", "orderbook", "level 2", "broker queue", "tick data", "time and sales".

| CLI | Returns |
|---|---|
| `longbridge depth <SYMBOL> --format json` | 5/10-level orderbook (price / volume / order_num) |
| `longbridge brokers <SYMBOL> --format json` | Per-level broker_id queue (**HK only**) |
| `longbridge trades <SYMBOL> --count <1..1000> --format json` | Latest N trades (time / price / volume / direction / type) |

For non-HK symbols passed to `brokers`, tell the user *"broker queue is HK-only"* and switch to `depth`. `broker_id` → name via [Security list](#security-list--brokers-directory) → `participants`.

---

## Capital flow

Today's capital flow time-series and large/medium/small order distribution. **Same-day only**, single symbol per call.

**Triggers** — "资金流向", "主力资金", "净流入", "大单", "中单", "小单", "资金分布", "主力净流入", "資金流向", "大單", "capital flow", "money flow", "net inflow", "large order distribution".

| CLI | Returns |
|---|---|
| `longbridge capital <SYMBOL> --format json` | Snapshot: large/medium/small/super-large buy & sell amounts |
| `longbridge capital <SYMBOL> --flow --format json` | Today's main-capital net inflow/outflow time series |

For historical capital flow (>1 day) — unsupported; redirect to [K-line](#k-line--intraday) (volume) or [Quote](#quote) (`--index volume`).

---

## Anomaly & price-by-volume

Market-wide unusual movements (`anomaly`) and a single stock's intraday price-by-volume profile (`trade-stats`).

**Triggers** — "异动", "今天哪些股票异动", "市场异动榜", "成交分布", "价格分布", "筹码分布", "今日筹码", "成交密集区", "盘中异动", "拉升", "跳水", "閃崩", "異動", "籌碼分佈", "anomaly", "unusual movements", "intraday alerts", "volume spike", "price by volume", "volume profile", "VWAP zone".

| CLI | Returns |
|---|---|
| `longbridge anomaly --market <HK\|US\|CN\|SG> [--count N] [--symbol <SYM>] --format json` | Unusual movements (market-wide or filtered to one symbol). Default `HK`. Max `--count 100`, default 50. |
| `longbridge trade-stats <SYMBOL> --format json` | Intraday price-by-volume distribution — bucketed price levels with volume at each. |

**Output rule (trade-stats)**: do **not** label any range "support" or "resistance" — call it the *heaviest-traded zone* / *most-traded zone*. Render top 5 buckets with VWAP and day high/low.

---

## A/H premium

A/H premium ratio for Mainland-Chinese companies dual-listed in HK and A-shares.

**Triggers** — "AH 溢价", "A H 溢价率", "AH 折价", "AH 价差", "工行 AH", "建行 AH", "比价", "A 股贵还是港股贵", "AH premium", "AH ratio", "dual listed premium", "Hong Kong A-share premium".

| CLI | Returns |
|---|---|
| `longbridge ah-premium <HK-SYMBOL> [--kline-type <T>] [--count N] --format json` | Historical premium kline. Periods: `1m / 5m / 15m / 30m / 60m / day` (default) / `week / month / year`. `--count` default 100. |
| `longbridge ah-premium intraday <HK-SYMBOL> --format json` | Today's intraday premium curve |

**Always pass the HK side** of the pair. The API maps internally to the A-share counterpart. Common pairs: 工行 `1398.HK` ↔ `601398.SH`; 建行 `939.HK` ↔ `601939.SH`; 平安 `2318.HK` ↔ `601318.SH`; 招行 `3968.HK` ↔ `600036.SH`. Single-listed (e.g. `700.HK`) returns no data — report that, don't retry.

Premium is typically `(H_price × fx) / A_price − 1` in %; negative = HK at a discount.

---

## Index / ETF constituents

List members of an index or ETF, ranked by an indicator.

**Triggers** — "标普500有哪些", "标普成分股", "恒生成分股", "纳斯达克成分", "道琼斯成分", "沪深300成分", "ETF 持仓", "ETF 成分股", "成分股涨幅榜", "標普500成分", "ETF 持倉", "S&P 500 constituents", "Hang Seng constituents", "IXIC components", "Dow components", "CSI 300 members", "ETF holdings", "index members", "what's in SPX / HSI / QQQ".

```bash
longbridge constituent <SYMBOL> [--limit N] [--sort INDICATOR] [--order desc|asc] --format json
```

| Flag | Default | Notes |
|---|---|---|
| `--limit` | 50 | Members returned |
| `--sort` | `change` | `change / price / turnover / inflow / turnover-rate / market-cap` |
| `--order` | `desc` | `desc / asc` |

Common indices: 恒生 `HSI.HK`; 国企 `HSCEI.HK`; S&P 500 `SPX.US`; 道指 `DJI.US`; 纳指综合 `IXIC.US`; 纳指 100 `NDX.US`; 沪深 300 `000300.SH`; 上证 `000001.SH`. ETFs use their own ticker (`SPY.US`, `QQQ.US`, `2800.HK`).

Intent → flag: "涨幅榜" → `--sort change --order desc`; "跌幅榜" → `--sort change --order asc`; "成交活跃" → `--sort turnover`; "主力净流入" → `--sort inflow`; "权重股" → `--sort market-cap`.

---

## FX rates

Foreign-exchange rates for all currencies Longbridge supports. Light utility skill, no login required.

**Triggers** — "汇率", "美元兑港币", "人民币兑美元", "今天汇率", "USD HKD", "外汇", "匯率", "exchange rate", "fx rate", "currency conversion", "USD to HKD".

```bash
longbridge exchange-rate --format json
```

No per-pair filter — returns the full table; pick the row(s) you need from the JSON. For pairs not directly quoted, derive via USD: `A/B = (A/USD) / (B/USD)`. Mind the quote convention (`BASE/QUOTE` is "1 BASE = N QUOTE"). Distinguish `CNY` vs `CNH` rows — surface the symbol verbatim.

---

## Derivatives

Options (US / HK) and HK warrants (callable bull/bear / call / put).

**Triggers** — "期权", "option", "call", "put", "认购", "认沽", "行权价", "到期日", "IV", "希腊字母", "delta", "gamma", "窝轮", "牛熊证", "認購", "認沽", "行權價", "窩輪", "牛熊證", "option chain", "options expiry", "warrant", "CBBC", "callable bull bear contract".

> `option` and `warrant` are **parent commands**. Run `longbridge option --help` / `longbridge warrant --help` for current sub-subcommand list.

| CLI | Returns |
|---|---|
| `longbridge option quote <CONTRACT>... --format json` | OCC-symbol option quote(s): IV / delta / strike / expiry |
| `longbridge option chain <UNDERLYING> --format json` | Available expiry dates |
| `longbridge option chain <UNDERLYING> --date YYYY-MM-DD --format json` | Strikes for that expiry (returns `call_symbol` / `put_symbol` OCC codes) |
| `longbridge option volume <UNDERLYING> --format json` | Real-time call/put volume snapshot |
| `longbridge warrant <UNDERLYING> --format json` | Default warrant list for an HK underlying |
| `longbridge warrant quote <WARRANT>... --format json` | HK warrant quote (leverage, IV, etc.) |
| `longbridge warrant issuers --format json` | HK warrant issuers directory |

**OCC option symbol**: `<TICKER><YYMMDD><C|P><STRIKE×1000, 8 digits>` — e.g. `AAPL240119C190000` = AAPL 2024-01-19 Call @190.

**Two-step option discovery**:
- Full OCC → `option quote <symbol>` directly.
- Underlying + expiry + strike + call/put → `option chain <UL> --date <d>` → `option quote`.
- Underlying + window only → `option chain <UL>` to list expiries; ask user to pick.

Warrants are **HK only** — reject non-HK underlyings politely.

---

## Security list / brokers directory

US overnight-eligible securities and HK broker directory.

**Triggers** — "美股 listed", "美股 overnight", "经纪商 ID", "broker_id", "港股经纪商", "經紀商 ID", "list of US stocks", "overnight tradable", "broker directory", "participant lookup".

```bash
longbridge security-list   --format json   # US overnight-eligible only (the only category exposed)
longbridge participants    --format json   # HK broker_id ↔ name (en/cn)
```

⚠️ **Scope**: `security-list` only exposes the **US Overnight** category. Full HK / A-share / SG catalogs are not available — for non-US listed lookups, route per-symbol via [Quote](#quote). For "how many" questions reply with array length; do not dump the full payload.

---

## Market temperature & trading hours

Market-level state: open/close, calendar, sentiment temperature.

**Triggers** — "今天开盘吗", "几点开盘", "下个交易日", "市场情绪", "温度计", "今天開盤嗎", "is the market open", "trading hours", "next trading day", "market temperature", "market sentiment".

> `MARKET` is **positional** (not `--market`). Run `longbridge <subcommand> --help` to confirm.

| CLI | Returns |
|---|---|
| `longbridge market-temp <MARKET> [--history --start --end] --format json` | Market temperature (0–100). Default market `HK`. |
| `longbridge trading session --format json` | Trading sessions for all markets (no market arg) |
| `longbridge trading days <MARKET> [--start --end] --format json` | Trading day calendar with half-days |

**Market mapping**: 美股 → `US`; 港股 → `HK`; A股/沪/深 → `CN` (aliases `SH`, `SZ`); 新加坡 → `SG`.

**Temperature wording**: 0–30 偏空 / 30–50 中性偏空 / 50–70 中性偏多 / 70–100 偏多.

For "is the market open?" — call `trading session`, reason against current local time and the user's target market (US = UTC-5/-4 DST; HK / CN / SG = UTC+8).

---

## Finance calendar

Forward-looking events: earnings, dividends, IPOs, macro releases, market closures.

**Triggers** — "财报日历", "下周谁财报", "除权除息日", "派息日", "新股", "IPO 日历", "宏观数据", "非农", "CPI", "PCE", "美联储议息", "FOMC", "休市日", "earnings calendar", "ex-dividend dates", "IPO calendar", "macro calendar", "FOMC meeting", "non-farm payrolls", "market holidays".

```bash
longbridge finance-calendar <EVENT_TYPE> [OPTIONS]
```

| `<EVENT_TYPE>` | Returns |
|---|---|
| `financial` | Financial-period events |
| `report` | Earnings releases (includes `financial` per V2 rule) |
| `dividend` | Dividend ex-dates / pay-dates |
| `ipo` | Upcoming IPOs |
| `macrodata` | Macro releases (CPI / NFP / FOMC / GDP). Use `--star 1\|2\|3` (repeatable) to filter importance. |
| `closed` | Market closure days |

Common options: `--symbol <SYM>` (repeatable up to 10), `--market <HK\|US\|CN\|SG\|JP\|UK\|DE\|AU>` (repeatable), `--start YYYY-MM-DD`, `--end YYYY-MM-DD`, `--count N` (default 100), `--star 1\|2\|3` (macrodata only), `--next later\|earlier`, `--offset N`.

For "下周市场全景" → call `report` + `dividend` + `macrodata --star 3` concurrently.

---

## Valuation

Single-stock valuation lens: current snapshot + historical percentile + industry context.

**Triggers** — "估值贵不贵", "是不是被低估", "PE 历史百分位", "PB 分位", "行业溢价", "行业折价", "X 现在适合买不", "估值水平", "估值貴不貴", "is X expensive", "is X undervalued", "PE percentile", "industry valuation premium".

Run concurrently:

```bash
longbridge valuation <SYMBOL> --format json                       # snapshot + peer
longbridge valuation <SYMBOL> --history --range 3 --format json   # 3-year series
longbridge industry-valuation <SYMBOL> --format json              # industry median + distribution
longbridge calc-index <SYMBOL> --format json                      # optional intraday PE correction
```

**Compute in the LLM**:
- Historical PE/PB percentile = rank current value against the history series.
- Industry premium = `(current PE − industry median PE) / industry median PE`.
- Industry rank = bucket from `industry_valuation_dist`.

Degrade gracefully: history < 1 year → drop percentile claim; industry < 5 peers → caveat *"industry sample sparse"*.

**Cyclical industries** (energy / chemicals / steel / shipping / banks / property): PE inverts (high PE near troughs because earnings depressed; low PE near peaks may signal a top). **Add caveat**: *"Cyclical industry — interpret PE alongside cycle position; do not read 'high PE = expensive' mechanically."*

**Output template (mandatory three sections)**:

```
{Symbol} ({code}) valuation snapshot — Source: Longbridge Securities

[Current snapshot]
- PE (TTM): X · PB: X · PS: X · EV/EBITDA: X (if available) · Dividend yield: X%

[Historical (past 3y)]
- PE in N-th percentile (low / mid / high)
- PB in N-th percentile

[Industry (N peers)]
- Industry median PE: X → currently {premium/discount} of N%
- Industry rank: {position} / N

[Combined]
From historical + industry views, valuation is {low / neutral / high} — historical N-th pct, {N% above/below} industry median.

⚠️ 以上数据仅供参考，不构成投资建议。/ 以上數據僅供參考，不構成投資建議。/ For reference only. Not investment advice.
```

For multi-symbol comparison route to [Peer comparison](#peer-comparison); for business fundamentals route to [Fundamentals](#fundamentals).

---

## Fundamentals

Five-dimension fundamentals snapshot: profitability, financial health, growth, shareholder return, market expectation.

**Triggers** — "基本面", "业绩", "财报", "财务健康", "盈利能力", "营收", "净利润", "ROE", "毛利率", "分红历史", "EPS 预期", "研报评级", "業績", "毛利率", "fundamentals", "financials", "earnings report", "EPS forecast", "analyst rating", "gross margin", "free cash flow", "dividend history".

**Three depth tiers** (pick by prompt verbosity):

| Tier | Trigger phrases | Tools |
|---|---|---|
| **snapshot** | *"X 怎么样"*, brief curiosity | `latest_financial_report` + `forecast_eps` + `consensus` |
| **standard** (default) | *"X 基本面 / 业绩"*, *"X fundamentals"* | snapshot + `financial_report` + `dividend` |
| **full** | *"X 全面分析"*, *"detailed fundamentals"* | standard + `company` + `operating` + `corp_action` + `institution_rating` |

```bash
# Standard
longbridge financial-report <SYMBOL> --format json
longbridge dividend <SYMBOL> --format json
longbridge forecast-eps <SYMBOL> --format json
longbridge consensus <SYMBOL> --format json
# Full adds
longbridge company <SYMBOL> --format json
longbridge operating <SYMBOL> --format json
longbridge corp-action <SYMBOL> --format json
longbridge institution-rating <SYMBOL> --format json
```

**Output template (mandatory five sections)**:

```
{Symbol} ({code}) fundamentals — Source: Longbridge Securities (period end: {fp_end / rpt_date})

[1. Profitability]
- Revenue (latest quarter): X (currency), YoY +Y%
- Net income: X, YoY +Y%
- Gross / net margin: X% / Y%
- ROE: X%

[2. Financial health]
- Debt-to-equity: X% · Operating cash flow (TTM): X · Free cash flow: X · Current / quick ratio (if available)

[3. Growth]
- Revenue YoY (last 4 quarters): +X% / +Y% / +Z% / +W% — trend description
- Net income YoY (last 4 quarters): same

[4. Shareholder return]
- Last dividend date / amount · Dividend yield: X% · Recent buybacks / issuance (full tier only)

[5. Market expectations]
- Consensus next-quarter EPS: X · Coverage: N analysts; X buy / Y hold / Z sell · Median target price: X

⚠️ 以上数据仅供参考，不构成投资建议。/ For reference only. Not investment advice.
```

**Constraints**: cover all 5 sections (state missing data, don't silently skip); include disclosure date; end with disclaimer; **never reduce to "good earnings / bad earnings"** — anchor in numbers; do not forecast next quarter (analyst consensus already covers that).

For valuation lens → [Valuation](#valuation). For comparison → [Peer comparison](#peer-comparison).

---

## Peer comparison

Cross-symbol comparison (2–5 stocks). Renders as one normalised matrix.

**Triggers** — "X 和 Y 哪个值得买", "X vs Y", "几只股票对比", "同行业谁最强", "X 跟 Y 谁更便宜", "几只哪个增速快", "科技七姐妹谁最强", "compare X and Y", "peer comparison", "which is more expensive", "which has higher growth".

**Symbol-count rules**:

| Count | Behaviour |
|---|---|
| 0 | Ask *"Which symbols would you like to compare?"* |
| 1 | Reroute → [Valuation](#valuation) or [Fundamentals](#fundamentals) |
| 2–5 | Run normally |
| ≥ 6 | Ask user to narrow to 3–5 ("matrix becomes unreadable beyond 5") |

**Per-symbol concurrent calls**:

```bash
longbridge quote <SYM> --format json
longbridge calc-index <SYM> --format json
longbridge financial-report <SYM> --format json   # headline KPIs only
longbridge valuation <SYM> --format json
```

**Cross-cohort caveats** (must surface at top of table):
- **Cross-currency** (e.g. `NVDA.US` + `600519.SH`): *"cross-currency comparison shows relative levels only; no FX conversion is applied"*.
- **Cross-industry** (e.g. tech + spirits): *"cross-industry comparison has limited meaning — valuation thresholds are not comparable"*.
- **Cross-market** (different accounting standards): *"data uses different accounting standards; treat as a rough benchmark"*.

**Output**: Markdown table, dimensions × symbols. Label currency on every figure (CNY / USD / HKD / SGD); no auto-FX. Sections: last price + today's change + market cap, then valuation (PE/PB/PS/dividend), then financials (revenue YoY / net income YoY / ROE). Observations block at bottom (data-only, no winners).

---

## News + filings + community

Aggregated news, regulatory filings, and Longbridge-community discussion for a single stock — classified into 6 catalyst buckets with fact-only takeaway.

**Triggers** — "X 最近新闻", "X 公告", "市场对 X 财报怎么看", "X 社区讨论", "X 公司动态", "市场情绪", "最近怎么了", "recent news", "company filings", "market reaction", "what is everyone saying about X", "8-K", "港交所披露", "earnings reaction".

**Depth selection**:

| Prompt cue | Tools |
|---|---|
| 新闻 / news / "最近怎么了" | `news` only |
| 公告 / 披露 / filing / 8-K | `filings` only |
| 市场怎么看 / market reaction / sentiment | `news` + `topic` |
| 社区 / community | `topic` (+ detail / replies for hot topics) |
| 全面 / omnibus (default) | `news` + `filings` + `topic` concurrent |

```bash
longbridge news <SYMBOL> --format json
longbridge filing <SYMBOL> --format json
longbridge topic <SYMBOL> --format json
```

**Classification (mandatory — never dump raw titles)**:

| Bucket | Cues |
|---|---|
| **catalyst** (业绩 / 基本面) | earnings, revenue, guidance, EPS, 财报 |
| **regulatory** (监管 / 合规) | SEC, 证监会, fine, lawsuit, 调查 |
| **strategic** (战略 / 业务) | acquisition, partnership, launch, 收购, 拆分 |
| **financial** (资本动作) | buyback, split, dividend, 增发, 回购 |
| **opinion** (评级 / 目标价) | upgrade, downgrade, analyst, 评级 |
| **other** | unclassified |

**WebSearch fallback** only when MCP `news` is empty / >7 days stale / breaking event not yet indexed. Always prepend: *"Below is from a web search — not Longbridge data."*

**Compliance**: if `topic` content contains hype words ("涨停板", "主升浪", "必涨", "满仓", "all in", "庄家", "次新妖股") — do **not** echo them. Downgrade to *"discussion contains a notable share of speculative posts"*.

**Output**: 6 classified buckets (skip empty), key-takeaway summary (≤100 chars, fact-only), end with disclaimer.

---

## Corporate structure

Single-symbol profile: shareholders, executives, company overview, corporate actions, investment relations.

**Triggers** — "谁是大股东", "股东结构", "管理层", "董事会", "公司简介", "拆股", "送股", "派息历史", "配股", "母公司", "子公司", "誰是大股東", "派息歷史", "shareholders", "major shareholders", "ownership structure", "executives", "company profile", "corporate actions", "splits", "subsidiaries", "AAPL.US shareholders".

| CLI | Returns |
|---|---|
| `longbridge shareholder <SYMBOL> [--range all\|inc\|dec] [--sort chg\|owned\|time] [--order desc\|asc] --format json` | Institutional shareholders: name / related ticker / % held / share change / report date |
| `longbridge executive <SYMBOL> --format json` | Executives, directors, key roles |
| `longbridge company <SYMBOL> --format json` | Overview: founding, employees, IPO, address, business description |
| `longbridge corp-action <SYMBOL> --format json` | Splits / dividends / rights / bonus |
| `longbridge invest-relation <SYMBOL> --format json` | Parent / subsidiaries / sister listings |

Single symbol per call. `--lang zh-CN` / `--lang en` controls localised content.

---

## Ownership flows

Smart-money and ownership-flow signals: 13F + fund holders + insider trades + short interest + HK broker holdings.

**Triggers** — "13F", "机构持仓", "基金持仓", "ETF 持有", "内部人交易", "高管买卖", "Form 4", "做空数据", "空头", "卖空", "经纪商持仓", "中央结算", "機構持倉", "經紀商持倉", "13F holdings", "institutional holders", "fund holders", "ETF holders", "insider trades", "insider buying", "short interest", "days to cover", "CCASS", "AAPL insider sales", "TSLA short interest".

| CLI | Markets |
|---|---|
| `longbridge investors --format json` | Live top-50 active fund-manager rankings by AUM. Global. |
| `longbridge investors <CIK> --top N --format json` | Latest 13F snapshot. US (SEC EDGAR). |
| `longbridge investors changes <CIK> --format json` | QoQ position changes (NEW / ADDED / REDUCED / EXITED). US. |
| `longbridge fund-holder <SYMBOL> --count N --format json` | Funds / ETFs holding the symbol. Global. `--count -1` returns all. |
| `longbridge insider-trades <SYMBOL> --count N --format json` | SEC Form 4 trades. **US only**. |
| `longbridge short-positions <SYMBOL> --count N --format json` | Short interest / ratio / days to cover (1–100, default 20). **US only**. |
| `longbridge broker-holding <SYMBOL> --period rct_1\|rct_5\|rct_20\|rct_60 --format json` | Top buy/sell brokers over the period. **HK only**. |
| `longbridge broker-holding detail <SYMBOL> --format json` | Full broker-holding detail list. HK. |
| `longbridge broker-holding daily <SYMBOL> --broker B0xxxx --format json` | Daily holding history for a specific broker. HK. |

Reject US-only subcommands for non-US, HK-only for non-HK — explain politely. Cite **Longbridge Securities** (and **SEC EDGAR** for `insider-trades` / `investors`).

For intraday large/medium/small-order flow → [Capital flow](#capital-flow). For shareholder % structure → [Corporate structure](#corporate-structure).

---

## Earnings update (post)

Post-earnings analysis — institutional-grade 8–12 page DOCX report + structured in-chat summary. Heaviest skill in the family.

**Triggers** — "earnings update", "quarterly results", "Q1/Q2/Q3/Q4 results", "post-earnings analysis", "beat/miss", "guidance update", "财报分析", "业绩更新", "季度业绩", "季报", "年报", "盈利分析", "财报点评", "業績更新", "季報".

**Do not trigger if**: company hasn't reported yet → use [Earnings preview](#earnings-preview-pre); user wants initiation report.

**Data sources**: CLI primary → Web Search supplements (transcripts, options-implied move, M&A precedent).

```bash
longbridge filing --help                      # locate latest filing
longbridge financial-report <SYM> --format json
longbridge consensus <SYM> --format json
longbridge forecast-eps <SYM> --format json
longbridge quote <SYM> --format json
longbridge calc-index <SYM> --format json
longbridge kline <SYM> --period day --count 60 --format json
longbridge institution-rating <SYM> --format json
longbridge news <SYM> --format json
```

**CLI + Python pattern**: prefer reading from a file over piping into `python3 -c`. Multi-line JSON with embedded quotes can hit shell-quoting edge cases (especially under zsh's `-c` argument handling):

```bash
longbridge institution-rating 700.HK --format json > /tmp/rating.json
python3 -c "import json; d = json.load(open('/tmp/rating.json')); print(d)"
```

**Workflow**:
1. Identify reporting period via `filing` — confirm with the user.
2. Collect data, run beat/miss analysis, segment breakdown, margin trends, guidance assessment, updated estimates.
3. Update valuation (DCF / trading comps / precedent transactions).
4. Generate DOCX (`[SYMBOL]_Q[N]_[YEAR]_Earnings_Update.docx`, 8–12 pages, 8–12 charts).
5. Output 8-module conversation summary directly in chat.

**Critical**: do NOT append a Sources section or reference links to the conversation output. All citations belong in the DOCX only.

**MCP-only extras worth pulling**: `valuation_history` (historical PE/PB time series), `industry_valuation_dist` (industry-relative position), `profit_analysis` / `profit_analysis_detail` (portfolio-level view alongside).

---

## Earnings preview (pre)

Pre-earnings analysis — extracts prior guidance, tracks events, summarises earnings call Q&A, generates structured preview (inline summary + DOCX) before a company reports.

**Triggers** — "财报前瞻", "财报预览", "财报季准备", "财报要关注什么", "下季度财报", "业绩前瞻", "上季度指引", "电话会要点", "財報前瞻", "earnings preview", "pre-earnings", "prior guidance", "earnings call Q&A", "NVDA earnings preview", "what to watch this earnings".

**Do not trigger if**: the company has already reported → use [Earnings update](#earnings-update-post).

**Critical rule for Module A table** (prior guidance vs actual):

```
指标 | 管理层此前指引(上上季电话会) | 上季实际值 | 与指引偏差 | 评估
```

Column 2 = management's own guidance range/midpoint, **NOT market consensus, NOT YoY**. Column 3 = actual reported. Column 4 = `(actual − guidance midpoint) / guidance midpoint` with sign. Column 5 = 超预期 / 基本符合 / 不及预期. If management gave no quantitative guidance (e.g. exploration-stage), use operational milestone commitment vs. actual progress.

**JSON output handling**: always save to a temp file first (`longbridge <cmd> --format json > /tmp/data.json`), then read the file. Do not pipe directly — the CLI may append version notification lines that break JSON parsing.

**Six functional modules**:
- A. Prior quarter earnings extraction (guidance vs actual, management outlook, performance summary)
- B. Recent events tracking (macro / industry / company / market-sentiment)
- C. Prior earnings call Q&A summary (analyst questions, management response, verification significance)
- D. Key focus framework for this quarter (guidance fulfillment checklist, beat/miss risks, 3–5 key questions, risk flags)
- E. Historical guidance fulfillment tracking (4–8 quarters, bias pattern, metric reliability, credibility assessment)
- F. Market consensus vs management guidance (expectation gap alerts)

**CJK DOCX font requirement**: when generating a Chinese DOCX, every `run` must set both Latin (`w:rFonts`) and CJK (`w:eastAsia`) fonts explicitly (Calibri + Microsoft YaHei). Also call `set_doc_default_cjk()` on the Normal style. Tables, headers, and body must all render correctly without falling back to system fonts.

**Always in English regardless of output language**: file names, ticker symbols, CLI commands, financial-metric abbreviations (EPS, EBIT, CapEx, YoY), and numeric values with currency symbols.

**Inline output structure** (use exactly — skip sections with a one-line note "暂无电话会记录，跳过"; do not rename, reorder, or add sections):

```
📊 [公司名称(股票代码)] 财报前瞻摘要
财报发布日期:{日期} | 分析日期:{今天}

【一】上期业绩指引回顾
【二】管理层展望要点
【三】上期电话会 | 分析师核心 Q&A
【四】近期重要事件
【五】历史指引兑现规律
【六】市场一致预期 vs 管理层指引
【七】本次财报核心关注点
【八】风险提示

⚡ 数据来源:Longbridge CLI + Web Search | 仅供参考，不构成投资建议
```

---

## Catalyst radar

自选股事件监控雷达 — 监控用户自选股，扫描7维催化剂信号（财报超预期、政策变化、异常资金流、内部人交易、分析师评级变动等），按市场分组生成盘前/盘后增量简报。

**Triggers** — "今天有什么要关注的", "给我看晨报", "早报", "晚报", "复盘", "自选股有什么消息", "morning briefing", "catalyst update".

**核心原则**: **只推变化，不重复已知信息** — 所有输出必须经过增量过滤。按市场分组，距开盘时间最近的市场排最前面。

**三级分层**: 🔴 重要(0–3条) / 🟡 关注(3–8条) / 🟢 静默。

**意图分类**: (1) 查看晨报(默认) / (2) 查看特定市场 / (3) 查看特定股票 / (4) 查看全景档案 / (5) 管理自选股 / (6) 调整设置 / (7) 回溯查看 / (8) 跨市场联动。

**批量扫描策略** (100 只自选股按优先级分层):
- 高优先级(~10 只): full_scan, 8–12 API calls/只
- 中优先级(~30 只): quick_scan, 3–4 calls/只
- 低优先级(~60 只): quote_only, 1 call/只
- 总计约 280 calls, 30 秒内完成

**七维催化剂扫描** (按市场差异化):
1. 财务与业绩 / 2. 资金与交易(美股含期权; A股含龙虎榜、北向、融资融券; 港股含 CCASS、沽空、窝轮、南向) / 3. 内部人与机构 / 4. 政策与监管 / 5. 公司事件 / 6. 市场情绪 / 7. 技术面.

**数据来源优先级**: CLI(首选) → MCP(次选) → Web Search(兜底, 仅政策深度解读/做空报告/传闻事件).

**末尾免责声明必须附加**: ⚠️ 以上数据仅供参考，不构成投资建议。/ 以上數據僅供參考，不構成投資建議。/ For reference only. Not investment advice.

---

## Positions

Account holdings: stock + fund positions, multi-currency assets / cash, margin ratios, max buy/sell quantity. 🔒 Requires login.

**Triggers** — "我的持仓", "我有什么股票", "账户余额", "我有多少美金", "基金持仓", "我能买多少股", "保证金率", "杠杆要求", "我的持倉", "賬戶餘額", "保證金率", "my holdings", "stock positions", "account balance", "how much can I buy", "margin ratio", "max buy qty", "portfolio snapshot".

| CLI | Returns |
|---|---|
| `longbridge portfolio --format json` | Combined view: total assets + P/L + intraday P/L + holdings + cash. **Single call** for "account snapshot". |
| `longbridge positions --format json` | Stock holdings array |
| `longbridge fund-positions --format json` | Fund holdings array |
| `longbridge assets [--currency USD\|HKD\|CNY\|SGD] --format json` | Net assets / cash / buy power / margins; per-currency breakdown in `cash_infos` |
| `longbridge margin-ratio <SYMBOL> --format json` | `{im_factor, mm_factor, fm_factor}` |
| `longbridge max-qty <SYMBOL> --side buy\|sell [--price <p>] [--order-type LO\|MO\|ELO\|ALO] --format json` | `{cash_max_qty, margin_max_qty}` |

**max-qty workflow**:
1. **Limit (default LO)**: first call `longbridge quote <SYM> --format json` for current last price → pass it as `--price`.
2. **Market**: skip price; pass `--order-type MO`.
3. Always disclose **

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