longbridge-portfolio
Longbridge Portfolio connects your account to retrieve positions, holdings, P&L curves, and cash flow records, plus order management and DCA recurring investments. It includes frameworks for portfolio diagnosis, rebalancing, asset allocation, risk analysis, performance attribution, and tax-loss harvesting—all backed by live Longbridge data.
Longbridge Portfolio retrieves your account positions, holdings, P&L, and portfolio overview from Longbridge.
AI-generated summary based on this skill's SKILL.md
Decision gist · record as of 2026-07-20
Longbridge Portfolio retrieves your account positions, holdings, P&L, and portfolio overview from Longbridge. Longbridge Portfolio connects your account to retrieve positions, holdings, P&L curves, and cash flow records, plus order management and DCA recurring investments. It includes frameworks for portfolio diagnosis, rebalancing, asset allocation, risk analysis, performance attribution, and tax-loss harvesting—all backed by live Longbridge data.
Use it when
- Longbridge Portfolio retrieves your portfolio positions on demand.
- Yes.
Verify before relying
Read SKILL.md below before installing (20 files). Open directory: indexed for reading, not audited.
Install
longbridge/skills/longbridge-portfolio · repository language: Python
Open directory. Skills are indexed for reading, not audited. Review a skill's body before installing it.
Frequently asked questions
AI-generated answers based on this skill's SKILL.md and metadata
What can Longbridge Portfolio help me view about my account?
Longbridge Portfolio lets you view your account positions, holdings, and portfolio overview in real time. You can check your account balance, buying power, cash flow records, and P&L performance. The skill connects directly to your Longbridge account to retrieve live data on all your stock and fund positions, plus detailed account statements and performance curves.
How do I show my portfolio positions using Longbridge Portfolio?
Longbridge Portfolio retrieves your portfolio positions on demand. Simply ask to view your holdings, and the skill will display all your current stock and fund positions with their quantities, prices, and returns. You can also request a full portfolio overview to see your asset allocation, concentration risk, and overall account summary backed by live Longbridge data.
Can Longbridge Portfolio help me execute trades?
Yes. Longbridge Portfolio supports order management—you can place buy or sell orders, cancel pending orders, and modify existing ones. The skill also shows you the maximum quantity you can buy based on your account balance and buying power, helping you execute trades with confidence.
What portfolio analysis tools does Longbridge Portfolio offer?
Longbridge Portfolio includes frameworks for portfolio diagnosis and risk analysis. You can analyze your portfolio risk, performance attribution, asset allocation, and concentration risk. The skill also supports rebalancing your portfolio and identifying tax-loss harvesting opportunities to optimize your investment strategy.
Does Longbridge Portfolio support recurring investments?
Yes. Longbridge Portfolio lets you set up dollar-cost averaging (DCA) recurring investments to automate your investment strategy. You can also use the skill to rebalance your portfolio and manage your asset allocation over time, all connected to your live Longbridge account.
How do I check my P&L and account balance with Longbridge Portfolio?
Longbridge Portfolio provides instant access to your account balance, buying power, and P&L performance. You can check how much you're up or down today, review your total account value, and download detailed account statements. All data is pulled live from your Longbridge account for real-time accuracy.
SKILL.md
Rendered from the published skill. Quoted content, verbatim.
Longbridge Portfolio & Orders
Account data, order management, and portfolio analysis frameworks via Longbridge.
> Response language: match the user's input language — English / Simplified Chinese / Traditional Chinese. > **RULE: Response
(truncated - see the full file via the links below)
File tree — 15 files
skills/longbridge-portfolio/SKILL.md
skills/longbridge-portfolio/references/asset-allocation.md
skills/longbridge-portfolio/references/assets.md
skills/longbridge-portfolio/references/bank-cards.md
skills/longbridge-portfolio/references/cash-flow.md
skills/longbridge-portfolio/references/dca.md
skills/longbridge-portfolio/references/fund-positions.md
skills/longbridge-portfolio/references/margin-ratio.md
skills/longbridge-portfolio/references/max-qty.md
skills/longbridge-portfolio/references/order.md
skills/longbridge-portfolio/references/performance-attribution.md
skills/longbridge-portfolio/references/portfolio-diagnosis.md
skills/longbridge-portfolio/references/portfolio-rebalance.md
skills/longbridge-portfolio/references/portfolio.md
skills/longbridge-portfolio/references/positions.md
Let your AI agent find skills like this
Example. Real query, live index.
You found this page by searching. An agent finds it by wishing: SkillFed indexes 56,283 agent skills by what they can do, searchable in plain language.
wish › “View account positions, holdings, and portfolio overview”
Give your agent the search over MCP, or paste the wish link into any chat. No install? Search from any chat →
Related skills
Longbridge is a full-stack financial data platform delivering live quotes, K-line history, news, regulatory filings, fundamentals, insider trades, and portfolio insights across US, Hong Kong, China, and Singapore markets. Access real-time data and analysis through the CLI, with multilingual support and seamless integration for investment research and account management.
Organize your stock watchlists with group management, symbol tracking, and price alerts through Longbridge's CLI. Create, rename, or delete groups; add and remove symbols; and set up notifications for price changes. All changes require explicit confirmation before execution.
Longbridge Fundamentals delivers financial data and company analysis across HK, US, A-share, and Singapore markets. Query income statements, balance sheets, cash flows, valuation metrics (PE/PB/PS), business segments, dividends, and executive profiles. Includes DCF models, value investing screens, and behavioral finance frameworks for deeper investment analysis.
Risk Analyzer quantifies portfolio risk through Value at Risk calculations—parametric, historical, and Monte Carlo methods—alongside conditional VaR, stress testing, and drawdown analysis. It identifies key risk concentrations and factor exposures to guide mitigation decisions.
Break down why your portfolio outperformed or underperformed its benchmark by isolating contributions from sector positioning, individual stock picks, and market timing. Performance Attribution uses Brinson decomposition, factor regression, and timing models to reveal the true drivers of excess return across multiple time periods.
Access sell-side analyst consensus, institutional ownership, insider trading records, and finance event calendars through Longbridge's research platform. Supports investment frameworks including coverage initiation, competitive analysis, and financial planning across multiple markets.
More skills longbridge-quant (MIT) · longbridge-derivatives (MIT) · longbridge-value-investing (MIT)