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

★ 44 ⁮ 8 MIT updated 2026-07-20 by longbridge

Install

longbridge/skills/longbridge-portfolio · repository language: Python

Manual (git clone) CLI (skillfed)coming soon

git clone https://github.com/longbridge/skills
cp -r skills/skills/longbridge-portfolio ~/.claude/skills/longbridge-portfolio

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

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