longbridge-fundamental

name	longbridge-fundamental
description	Company fundamentals via Longbridge — latest financial report KPIs (revenue / net income / EPS / ROE / margins / cash flow), YoY trends, dividend history, forward EPS consensus, analyst ratings, corporate actions. Three depth tiers (snapshot / standard / full). 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", "財報", "財務健康", "毛利率", "分紅歷史", "fundamentals", "financials", "earnings report", "EPS forecast", "analyst rating", "ROE", "gross margin", "free cash flow", "dividend history", "company report".
license	MIT
metadata	{"author":"longbridge","version":"1.0.0","risk_level":"read_only","requires_login":false,"default_install":true,"requires_mcp":false,"tier":"analysis"}

longbridge-fundamental

Prompt-only analysis skill. Orchestrates Longbridge CLI commands to deliver a five-dimension fundamentals snapshot: profitability, financial health, growth, shareholder return, market expectation.

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

Three depth tiers

LLM picks based on prompt verbosity:

Tier	Trigger phrases	Tools called
snapshot	"X 怎么样", "how is X", brief curiosity	financial-report --latest + analyst-estimates + consensus
standard (default)	"X 基本面 / 业绩 / 财报", "X fundamentals"	snapshot + financial-statement (IS/BS/CF) + dividend
full	"X 全面分析", "detailed fundamentals"	standard + company + operating + corp_action + institution-rating (with --history + detail)

Tiers are additive — don't pull all 8+ tools when the user asks a casual question.

When to use

• "贵州茅台 基本面", "NVDA fundamentals" → standard
• "NVDA 业绩好不好", "how is NVDA's earnings" → standard, but never reduce to good/bad — give numbers
• "AAPL 毛利率", "AAPL gross margin" → snapshot/standard
• "X 下季度 EPS 预期" → snapshot is sufficient
• "X 财务健康吗", "is X financially healthy" → standard

For valuation lens (PE, PB) → longbridge-valuation. For comparison → longbridge-peer-comparison.

CLI

Run longbridge <subcommand> --help to verify exact flags. Standard tier example (run concurrently):

# Snapshot tier
longbridge financial-report NVDA.US --latest --format json   # key KPI summary (revenue/EPS/ROE)
longbridge analyst-estimates NVDA.US --format json           # EPS consensus (high/low/mean/median)
longbridge consensus NVDA.US --format json                   # coverage and target price

# Standard tier — add
longbridge financial-statement NVDA.US --kind ALL --format json   # full line-item IS/BS/CF
longbridge dividend NVDA.US --format json
longbridge forecast-eps NVDA.US --format json

Full tier — add:

longbridge company NVDA.US --format json
longbridge operating NVDA.US --format json
longbridge corp-action NVDA.US --format json
longbridge institution-rating NVDA.US --format json              # rating distribution + target price
longbridge institution-rating NVDA.US --history --format json    # rating/target price change history
longbridge institution-rating detail NVDA.US --format json       # per-institution rating detail
longbridge institution-rating NVDA.US --industry-rank --format json  # industry-wide analyst coverage rank

Workflow

1. Resolve symbol; multi-symbol → route to longbridge-peer-comparison.
2. Pick a tier based on prompt; call CLI commands concurrently (see CLI section above).
3. If longbridge is not installed, fall back to MCP (see MCP fallback section).
4. Translate fields using the dictionary below; output the 5-section structure with disclosure dates.
5. Cite Longbridge Securities; end with not-investment-advice disclaimer.

Output template (5 sections, mandatory)

{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% (if computable)
- Recent buybacks / issuance (full tier only)

[5. Market expectations (analysts)]
- 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。/ 以上數據僅供參考，不構成投資建議。/ For reference only. Not investment advice.

(Translate to the user's language; if a section's data is missing, state so explicitly — do not invent.)

Field dictionary

The full IS / BS / CF / ratio field-name dictionary (中 / 繁 / EN), plus per-industry reading guidance, lives in references/field-dictionary.md. Load it on demand when the prompt actually requires field translation or industry context.

Output constraints

• Must cover all 5 sections (state missing data, do not silently skip).
• Must include the disclosure date (fp_end / rpt_date).
• Must end with the not-investment-advice disclaimer.
• Do not say "good earnings / bad earnings" as a binary. Anchor language in numbers (e.g. "revenue grew 20% YoY, above the industry mean of 12%").
• Do not forecast next quarter's earnings — the analyst consensus already covers that.

Industry-specific reading

Heuristics differ by sector. Anchor on vs industry mean or vs own history, not absolute thresholds. Concrete sector notes (banks / tech / cyclicals / asset-heavy) live in references/field-dictionary.md.

Error handling

Situation	Reply
command not found: longbridge	Fall back to MCP; if MCP also unavailable, tell user to install longbridge-terminal.
financial-report returns empty	"{symbol} has no reported earnings (newly listed?)."
consensus < 3 analysts	Caveat: "small coverage — consensus is indicative only"
dividend returns empty	"{symbol} pays no dividends or has no dividend record."
stderr not logged in	Tell user to run longbridge auth login.

MCP fallback

If longbridge CLI is not installed (command not found), use MCP tools instead:

MCP tool	CLI equivalent	Tier
mcp__longbridge__latest_financial_report	longbridge financial-report --latest	snapshot
mcp__longbridge__analyst_estimates	longbridge analyst-estimates	snapshot
mcp__longbridge__forecast_eps	longbridge forecast-eps	snapshot
mcp__longbridge__consensus	longbridge consensus	snapshot
mcp__longbridge__financial_statement	longbridge financial-statement	standard
mcp__longbridge__financial_report	longbridge financial-report	standard
mcp__longbridge__dividend	longbridge dividend	standard
mcp__longbridge__company	longbridge company	full
mcp__longbridge__operating	longbridge operating	full
mcp__longbridge__corp_action	longbridge corp-action	full
mcp__longbridge__institution_rating	longbridge institution-rating	full
mcp__longbridge__institution_rating_history	longbridge institution-rating --history	full
mcp__longbridge__institution_rating_detail	longbridge institution-rating detail	full

MCP setup: claude mcp add --transport http longbridge https://openapi.longbridge.com/mcp (quote scope).

Related skills

• Valuation lens (PE / PB / industry) → longbridge-valuation
• 2–5 symbol comparison → longbridge-peer-comparison
• News / market reaction → longbridge-news
• Live price → longbridge-quote

File layout

longbridge-fundamental/
├── SKILL.md
└── references/
    └── field-dictionary.md   # IS/BS/CF/ratio field names + per-industry caveats

Prompt-only — no scripts/.