longbridge-earnings

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Post-earnings analysis skill — generates institutional-grade earnings update reports (8–12 page DOCX) and structured conversation summaries for companies under coverage. Covers beat/miss analysis, segment breakdown, margin trends, guidance assessment, updated estimates, and valuation. Supports US, HK, and A-share markets. Use this skill whenever the user wants a post-earnings analysis or quarterly-results writeup, even if they do not say "earnings update" verbatim. Triggers: "earnings update", "quarterly results", "Q1/Q2/Q3/Q4 results", "earnings report", "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", "財報分析", "業績更新", "季度業績", "季報", "年報", "財報點評".

23installs

Sourcelongbridge/skills

Added on2026-05-09

NPX Install

npx skill4agent add longbridge/skills longbridge-earnings

SKILL.md Content

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Earnings Update Skill

Response language: match the user's input language — Simplified Chinese / Traditional Chinese / English. Both the DOCX report body and the in-chat summary follow the user's language; chart labels, axis titles, and file names always stay in English.

When to Use

Trigger	Example
Post-earnings analysis	"Analyze TSLA.US latest earnings" / "帮我分析腾讯最新财报"
Specific quarter update	"Tencent Q4 2024 earnings update" / "业绩更新"
Quarterly results	"Q1/Q2/Q3/Q4 results for [company]"

Do not trigger if: user wants an initiation report.

Data Sources

Priority: CLI (primary) → Web Search (supplement)

Use the Longbridge CLI for all market data. Before using any command, run

longbridge <command> --help

to check available options — the CLI is updated frequently.

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), so the safer pattern is:

bash

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

If you do prefer pipes, use a heredoc-fed Python script (

python3 <<'PY' ... PY

) or save to a file and run a

.py

file.

CLI docs: https://open.longbridge.com/zh-CN/docs/cli/ MCP endpoint:

https://openapi.longbridge.com/mcp

Key CLI entry points for earnings analysis:

Data Needed	CLI Entry Point
Filings & reports	`longbridge filing --help`
Financial statements	`longbridge financial-report --help`
Analyst consensus & estimates	`longbridge consensus --help`
Quote & valuation metrics	`longbridge quote --help` / `longbridge calc-index --help`
Price history	`longbridge kline --help`
Analyst ratings	`longbridge institution-rating --help`
News	`longbridge news --help`

Web Search supplements for content not in CLI: consensus estimates vintage, earnings call transcripts, M&A precedent data.

Execution Workflow

Step 1 — Identify reporting period Use

longbridge filing --help

to find the latest quarterly or annual filing. Confirm the period with the user before proceeding.

Step 2 — Collect data & analyze See references/workflow.md

Step 3 — Update valuation See references/valuation-methodologies.md

Step 4 — Generate DOCX report See references/report-structure.md

Step 5 — Output conversation summary See references/summary-card-spec.md

Output

DOCX report:

[SYMBOL]_Q[N]_[YEAR]_Earnings_Update.docx

(8-12 pages, 8-12 charts)

Conversation summary: 8-module structured output directly in chat

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

MCP fallback

If the local

longbridge

CLI is unavailable (

command not found: longbridge

) and the user has run

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

, the same data is reachable through MCP. Subcommand → MCP tool mapping:

CLI subcommand	MCP tool
`longbridge filing`	`mcp__longbridge__filings` (and related filing tools)
`longbridge financial-report`	`mcp__longbridge__financial_report`
`longbridge consensus`	`mcp__longbridge__consensus`
`longbridge forecast-eps`	`mcp__longbridge__forecast_eps`
`longbridge quote`	`mcp__longbridge__quote`
`longbridge calc-index`	`mcp__longbridge__calc_indexes`
`longbridge kline`	`mcp__longbridge__candlesticks` / `history_candlesticks_by_offset` / `history_candlesticks_by_date`
`longbridge institution-rating`	`mcp__longbridge__institution_rating`
`longbridge news`	`mcp__longbridge__news`

MCP-only extras worth pulling in for Step 3 valuation:

```
mcp__longbridge__valuation_history
```
— historical PE/PB time series for percentile context

mcp__longbridge__industry_valuation_dist

— industry-relative position

```
mcp__longbridge__profit_analysis
```
/
```
profit_analysis_detail
```
— only if the user wants a portfolio-level P&L view alongside the single-name update

Related skills

This skill is the heaviest in the family (institutional-grade 8–12 page DOCX). For lighter or differently-framed asks, defer to a sibling:

User asks for ...	Use
Historical PE/PB percentile, "is X expensive vs its own history / industry?"	`longbridge-valuation`
5-dimension KPI overview (revenue / margins / ROE / dividend / consensus) without a DOCX deliverable	`longbridge-fundamental`
Cross-symbol matrix, "X vs Y vs Z"	`longbridge-peer-comparison`
Classified news + filings + community sentiment for a single name	`longbridge-news`
Daily incremental briefing across the user's watchlist	`longbridge-catalyst-radar`
Live quote / valuation indices	`longbridge-quote`

If the user wants the full earnings DOCX plus one of the above (e.g. "earnings update on TSLA and how it compares to Ford"), do this skill first, then chain to the other.

Reference Files

File	Contents	When to Read
workflow.md	Data collection steps, beat/miss framework, segment/margin/guidance analysis	Before analysis
valuation-methodologies.md	DCF, trading comps, precedent transactions — full methodology	During valuation
report-structure.md	Page-by-page DOCX templates, table and chart formatting, citation rules	Before generating report
summary-card-spec.md	8-module conversation summary format with examples	When outputting summary
best-practices.md	Quality checklist, common mistakes, headline examples	Quality check