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Response language: match the user's input language — Simplified Chinese / Traditional Chinese / English.
回复语言：匹配用户输入语言——简体中文 / 繁体中文 / 英文。
longbridge <subcommand> --helpundefinedlongbridge <subcommand> --helpundefinedundefinedundefined| Quantity | Method |
|---|---|
| Current weight | Position MV ÷ Total portfolio MV |
| Target MV | Total portfolio MV × target weight % |
| Required trade | Target MV − Current MV (positive = buy, negative = sell) |
| Trade quantity | Required trade amount ÷ current price (round to lot size) |
| Drift threshold | Flag if |
| Est. cost | Trade amount × 0.05% (configurable; note this is approximate) |
| 指标 | 计算方法 |
|---|---|
| 当前权重 | 持仓市值 ÷ 投资组合总市值 |
| 目标市值 | 投资组合总市值 × 目标权重占比 |
| 所需交易金额 | 目标市值 − 当前市值（正数=买入，负数=卖出） |
| 交易数量 | 所需交易金额 ÷ 当前价格（按手数取整） |
| 偏移阈值 | 若 |
| 预估成本 | 交易金额 × 0.05%（可配置；此为近似值） |
Portfolio Rebalance Plan — Source: Longbridge Securities
Total Portfolio Value: <MV> <currency>
Date: <today>
[Current vs Target Weights]
Symbol Current% Target% Drift Action Qty Est.Cost
AAPL.US 35.2% 30.0% +5.2% SELL 12 $1,840 ~$0.9
TSLA.US 12.1% 20.0% -7.9% BUY 8 $2,100 ~$1.1
CASH 52.7% 50.0% +2.7% — — —
[Trade Summary]
- Total buys: $X,XXX (~$X.XX in fees)
- Total sells: $X,XXX (~$X.XX in fees)
- Net cash change: ±$XXX
[Notes]
- Positions within ±5% of target weight are within tolerance and need no action.
- Sell orders on positions with unrealised gains may trigger tax events (US investors).
- Review lot sizes for HK/A-share stocks before placing orders.
⚠️ 仅供参考，不构成投资建议，请自行决策下单。/ 僅供參考，不構成投資建議，請自行決策下單。/ For reference only. Not investment advice. Place orders at your own discretion.投资组合再平衡方案 — 来源：Longbridge Securities
投资组合总价值：<MV> <货币>
日期：<今日>
[当前权重 vs 目标权重]
标的 当前占比 目标占比 偏移值 操作 数量 预估成本
AAPL.US 35.2% 30.0% +5.2% 卖出 12 $1,840 ~$0.9
TSLA.US 12.1% 20.0% -7.9% 买入 8 $2,100 ~$1.1
现金 52.7% 50.0% +2.7% — — —
[交易汇总]
- 总买入金额: $X,XXX (~$X.XX 手续费)
- 总卖出金额: $X,XXX (~$X.XX 手续费)
- 净现金变动: ±$XXX
[注意事项]
- 目标权重±5%范围内的持仓属于可容忍范围，无需操作。
- 对未实现收益的持仓下达卖出指令可能触发税务事件（美国投资者）。
- 下单前请确认港股/A股的手数规则。
⚠️ 仅供参考，不构成投资建议，请自行决策下单。/ 僅供參考，不構成投資建議，請自行決策下單。/ For reference only. Not investment advice. Place orders at your own discretion.| Situation | 简体回复 | 繁體回復 | English reply |
|---|---|---|---|
| 回退到 MCP；若也不可用，请安装 longbridge-terminal | 回退到 MCP；若也不可用，請安裝 longbridge-terminal | Fall back to MCP; if unavailable, install longbridge-terminal. |
stderr | 请运行 | 請運行 | Run |
| No target weights provided | 请告知目标配置，例如：AAPL 30%、TSLA 20%、现金 50% | 請告知目標配置，例如：AAPL 30%、TSLA 20%、現金 50% | Please provide target weights, e.g. AAPL 30%, TSLA 20%, cash 50%. |
| Quote unavailable for a symbol | 跳过该标的，标注价格数据缺失 | 略過該標的，標注價格數據缺失 | Skip that symbol; note price data is unavailable. |
| 场景 | 简体回复 | 繁体回复 | English reply |
|---|---|---|---|
| 回退到 MCP；若也不可用，请安装 longbridge-terminal | 回退到 MCP；若也不可用，請安裝 longbridge-terminal | Fall back to MCP; if unavailable, install longbridge-terminal. |
stderr | 请运行 | 請運行 | Run |
| 未提供目标权重 | 请告知目标配置，例如：AAPL 30%、TSLA 20%、现金 50% | 請告知目標配置，例如：AAPL 30%、TSLA 20%、現金 50% | Please provide target weights, e.g. AAPL 30%, TSLA 20%, cash 50%. |
| 某标的价格数据不可用 | 跳过该标的，标注价格数据缺失 | 略過該標的，標注價格數據缺失 | Skip that symbol; note price data is unavailable. |
longbridge| MCP tool | CLI equivalent |
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claude mcp add --transport http longbridge https://openapi.longbridge.com/mcpquotetrade_readlongbridge| MCP 工具 | CLI 等效命令 |
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claude mcp add --transport http longbridge https://openapi.longbridge.com/mcpquotetrade_readlongbridge-portfolio-diagnosislongbridge-asset-allocationlongbridge-risk-analysislongbridge-portfolio-diagnosislongbridge-asset-allocationlongbridge-risk-analysislongbridge-portfolio-rebalance/
└── SKILL.md # prompt-only, read-only — no order placementlongbridge-portfolio-rebalance/
└── SKILL.md # 仅基于提示词，仅支持读取——不执行下单