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longbridge-investment-proposal

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🇺🇸

Original

English
🇨🇳

Translation

Chinese

longbridge-investment-proposal

longbridge-investment-proposal

Generate a structured investment proposal for a single stock opportunity.
Response language: match the user's input language — Simplified Chinese / Traditional Chinese / English.
为单个股票机会生成结构化投资提案。
响应语言：匹配用户输入语言——简体中文/繁体中文/英文。

When to use

使用场景

Trigger on prompts asking for:
  • A formal investment memo or proposal — "帮我写一份 NVDA 的投资提案", "generate an investment memo for TSLA"
  • Investment rationale write-up — "投资逻辑", "investment case", "建仓建议"
  • Structured buy / hold / sell recommendation — "position recommendation", "investment summary"
For post-earnings analysis defer to 
longbridge-earnings
. For valuation-only analysis defer to 
longbridge-valuation
.
当用户提出以下请求时触发：
  • 正式的投资备忘录或提案—— "帮我写一份 NVDA 的投资提案", "generate an investment memo for TSLA"
  • 投资逻辑撰写—— "投资逻辑", "investment case", "建仓建议"
  • 结构化买入/持有/卖出建议—— "position recommendation", "investment summary"
若为财报后分析，请转用
longbridge-earnings
；若仅为估值分析，请转用
longbridge-valuation
。

Workflow

工作流程

  1. Extract the target symbol; normalise to 
    <CODE>.<MARKET>
    .
  2. Gather data in parallel:
    • Company profile (name, business, employees, founding, IPO date)
    • Latest financials (revenue, net income, EPS, ROE, gross margin, FCF)
    • Valuation multiples (PE, PB, EV-EBITDA, PEG)
    • Analyst consensus (target price, rating distribution)
    • Recent news and catalysts
  3. Synthesise into the proposal structure below.
  4. Flag data gaps explicitly rather than fabricating figures.
If unsure of exact flag names, run 
longbridge <subcommand> --help
before proceeding.
  1. 提取目标代码；标准化为
    <CODE>.<MARKET>
    格式。
  2. 并行收集以下数据：
    • 公司概况（Company profile）：名称、业务、员工数、成立时间、IPO日期
    • 最新财务数据（Latest financials）：营收、净利润、EPS、ROE、毛利率、FCF
    • 估值倍数（Valuation multiples）：PE、PB、EV-EBITDA、PEG
    • 分析师共识（Analyst consensus）：目标价、评级分布
    • 近期新闻与催化剂（Recent news and catalysts）
  3. 将数据整合为以下提案结构。
  4. 明确标注数据缺口，切勿编造数据。
若不确定具体命令名称，请先运行
longbridge <subcommand> --help
。

CLI

CLI

bash
undefined
bash
undefined

Company profile

Company profile

longbridge company <SYMBOL> --format json
longbridge company <SYMBOL> --format json

Financial statements

Financial statements

longbridge financial-report <SYMBOL> --kind ALL --format json
longbridge financial-report <SYMBOL> --kind ALL --format json

Valuation multiples

Valuation multiples

longbridge valuation <SYMBOL> --format json
longbridge valuation <SYMBOL> --format json

Analyst consensus

Analyst consensus

longbridge consensus <SYMBOL> --format json
longbridge consensus <SYMBOL> --format json

Recent news

Recent news

longbridge news <SYMBOL> --format json
undefined
longbridge news <SYMBOL> --format json
undefined

Output structure

输出结构

undefined
undefined

Investment Proposal: <Company Name> (<SYMBOL>)

投资提案：<公司名称> (<SYMBOL>)

Date: <today>
日期：<今日日期>

Executive Summary

执行摘要

One-paragraph verdict: Buy / Hold / Avoid, price target, key thesis.
一段式结论：买入/持有/回避，目标价，核心逻辑。

Company Overview

公司概况

Business description, market, employees, listing date.
业务描述、市场情况、员工数、上市日期。

Investment Thesis

投资逻辑

  1. <Core point 1>
  2. <Core point 2>
  3. <Core point 3> [4–5 if applicable]
  1. <核心要点1>
  2. <核心要点2>
  3. <核心要点3> [如有需要可补充4-5点]

Financial Analysis

财务分析

MetricLTMYoY Δ
Revenue
Net Income
EPS
Gross Margin
ROE
FCF
指标LTM同比变动
营收
净利润
EPS
毛利率
ROE
FCF

Valuation

估值

MultipleCurrentIndustry MedianAssessment
PE
PB
EV/EBITDA
Target price rationale and upside / downside.
倍数当前值行业中位数评估
PE
PB
EV/EBITDA
目标价依据及上涨/下跌空间。

Catalysts & Timeline

催化剂与时间线

  • Near-term (0–3 months): ...
  • Medium-term (3–12 months): ...
  • 短期（0-3个月）：...
  • 中期（3-12个月）：...

Risk Factors

风险因素

  • <Risk 1>
  • <Risk 2>
  • <Risk 3>
  • <风险1>
  • <风险2>
  • <风险3>

Position Recommendation

仓位建议

Suggested entry range, position size, stop-loss level, review trigger.
undefined
建议入场区间、仓位规模、止损水平、复盘触发条件。
undefined

Error handling

错误处理

Situation简体回复繁體回復English reply
Symbol not found未找到该代码，请确认市场和代码格式。找不到該代碼，請確認市場和代碼格式。Symbol not found — verify the exchange and ticker.
Financials unavailable财务数据暂不可用，提案中该部分留空。財務數據暫不可用，提案中該部分留空。Financials unavailable — that section will be left blank.
command not found: longbridge
请安装 longbridge-terminal 或通过 MCP 连接。請安裝 longbridge-terminal 或透過 MCP 連線。Install longbridge-terminal or connect via MCP.
not logged in
请运行 
longbridge auth login
。		請執行 
longbridge auth login
。		Run 
longbridge auth login
.
场景简体回复繁体回复英文回复
未找到代码未找到该代码，请确认市场和代码格式。找不到該代碼，請確認市場和代碼格式。Symbol not found — verify the exchange and ticker.
财务数据不可用财务数据暂不可用，提案中该部分留空。財務數據暫不可用，提案中該部分留空。Financials unavailable — that section will be left blank.
command not found: longbridge
请安装 longbridge-terminal 或通过 MCP 连接。請安裝 longbridge-terminal 或透過 MCP 連線。Install longbridge-terminal or connect via MCP.
not logged in
请运行 
longbridge auth login
。		請執行 
longbridge auth login
。		Run 
longbridge auth login
.

MCP fallback

MCP替代方案

If 
longbridge
binary is not found, fall back to the equivalent 
mcp__longbridge__*
tools for each data type.
如果未找到
longbridge
二进制文件，则使用对应的数据类型工具
mcp__longbridge__*
作为替代方案。

Related skills

相关技能

  • longbridge-fundamental
    — deep financial KPI analysis
  • longbridge-valuation
    — historical valuation percentile
  • longbridge-earnings
    — post-earnings update report
  • longbridge-news
    — recent news and filings
  • longbridge-fundamental
    — 深度财务KPI分析
  • longbridge-valuation
    — 历史估值百分位分析
  • longbridge-earnings
    — 财报后更新报告
  • longbridge-news
    — 近期新闻与公告

File layout

文件结构

skills/longbridge-investment-proposal/
└── SKILL.md
skills/longbridge-investment-proposal/
└── SKILL.md