longbridge-portfolio

Prompt-only skill for account-level analysis. Distinguished from longbridge-positions (snapshot lookup): this skill answers "how am I doing", not "what do I hold".

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

Privacy: returns the user's private P&L. Only render detailed numbers in direct conversation; if you suspect screen-sharing or third-party observation, ask before showing exact figures. Never echo amounts into PR descriptions, tickets, or other places third parties can read.

Prerequisites (mandatory)

claude mcp add --transport http longbridge https://openapi.longbridge.com/mcp

This skill requires the trade scope OAuth token. If a tool returns unauthorized / not in authorized scope:

claude mcp logout longbridge
# Re-trigger any MCP tool call; in the browser auth screen, check "trade" / 「交易」 permission.

When to use

• "我账户表现如何", "how is my account doing?"
• "我本月浮盈", "this month's P&L"
• "我哪只股票贡献最多", "top contributors"
• "我货币暴露", "currency exposure"
• "我账户行业分布", "industry mix"

"Me" disambiguation

By default, treat 我 / me / my account as all-account aggregate. If the user explicitly says "我的港股账户" / "my US sub-account", restrict to that sub-account.

Time-window inference

Phrase	Window
本月 / this month	first day of this month → today
本周 / this week	this Monday → today
近 30 天 / past 30 days	today-30 → today
今年 / YTD	Jan 1 → today
全部 / since opening / no time	use profit_analysis defaults (typically since account opening)

LLM uses today's date from system context.

Tool selection by intent

User intent	Tools
Full portfolio overview	profit_analysis + stock_positions + account_balance (combo)
This month's P&L	profit_analysis(start=2026-04-01, end=2026-04-28)
Biggest contributors	profit_analysis_detail + stock_positions
Currency exposure	account_balance + exchange_rate
Industry distribution	stock_positions + per-symbol static_info (industry field)

Workflow

1. Confirm MCP + trade scope — otherwise prompt the user to re-authorise.

2. Decide the time window (table above) and the toolset (table above).

3. Run MCP tools concurrently. Example for "我本月账户表现":

   mcp__longbridge__profit_analysis(start_date="2026-04-01", end_date="2026-04-28")
   mcp__longbridge__profit_analysis_detail(start_date="2026-04-01", end_date="2026-04-28")
   mcp__longbridge__account_balance()
   mcp__longbridge__stock_positions()
   mcp__longbridge__exchange_rate()
   

4. Convert FX to USD-equivalent yourself (use exchange_rate from the same call day) — profit_analysis may return mixed currencies.

5. Render the 4-section structure. Cite Longbridge Securities. End with the not-investment-advice disclaimer.

Output template

My account performance — Source: Longbridge Securities; period YYYY-MM-DD ~ YYYY-MM-DD

[1. Overview]
- Total NAV (USD-equivalent): $X
- Cash: $X (Y% of NAV)
- Holdings: $X (Y% of NAV)
- Period P&L: +$X (+Y%)

[2. Currency exposure]
- USD: $X
- HKD: HK$X (≈ $X USD)
- CNY: ¥X (≈ $X USD)
- SGD: S$X (if held)

[3. Single-stock contribution (this period)]
| Symbol | Name | P&L (USD-eq) | Share |
|---|---|---:|---:|
| NVDA.US | NVIDIA | +$5,200 | 42% |
| 700.HK  | 腾讯  | +$3,100 | 25% |
| TSLA.US | Tesla | -$1,800 | -15% |
| ...     | ...   | ...     | ... |

[4. Industry distribution] (stock_positions × static_info industry field, by market value)
- 半导体 / Semiconductors: 35%
- 互联网 / Internet:        20%
- ...

⚠️ Period P&L reflects short-term price moves and does not represent long-term return. Not rebalancing advice.

(Translate into the user's language.)

Performance optimisation

Industry distribution requires static_info per symbol (N positions = N calls). When a user holds ≥ 30 names:

• Tell the user "computing industry distribution; this may take a moment...", OR
• Simplify: take the top 10 by market value, group the rest as "other".

Same for the contribution ranking — list the top 10 (mix of leaders and laggards) by default; do not flood with the full position book.

Hard prohibitions

• No "you should reduce / increase X" advice.
• No subjective verdicts ("your portfolio is poorly diversified"); data-driven phrasing only ("technology accounts for 60% of NAV — sector concentration is high").

Output constraints

• Must include all 4 sections.
• Must label currency on every figure; mark USD-equivalent with ≈.
• Must end with the not-rebalancing-advice disclaimer.

Error handling

Situation	Reply
MCP unconfigured	Prompt claude mcp add ...
Lacks trade scope	"This skill needs the trade-scope OAuth token. Run claude mcp logout longbridge and re-authorise with the trade permission ticked."
profit_analysis empty	"{window}: no recorded P&L (account had no positions or no trades)."
account_balance returns one currency	Skip the multi-currency section; show that one currency.
stock_positions empty	Skip sections 3 + 4; show cash-only overview.

MCP toolbelt

MCP tool	Pulls	Scope
mcp__longbridge__profit_analysis	Period P&L summary	trade
mcp__longbridge__profit_analysis_detail	Per-stock P&L breakdown	trade
mcp__longbridge__stock_positions	Current holdings	trade
mcp__longbridge__account_balance	Multi-currency cash	trade
mcp__longbridge__fund_positions	Fund holdings	trade
mcp__longbridge__exchange_rate	FX conversion	quote
mcp__longbridge__static_info	Industry classification	quote

Related skills

• Position lookup ("what do I own?") → longbridge-positions
• Per-symbol drill-down → longbridge-quote, longbridge-valuation, longbridge-fundamental
• "Why is X down?" → longbridge-news
• "Should I sell X?" — do not advise; instead route to longbridge-valuation + longbridge-fundamental and let the user decide.

File layout

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