longbridge-fundamentals – skill Dữ liệu & Khoa học cho agent AI

Bundled upstream support

Supporting files are included at skill-relative paths. See [UPSTREAM-NOTICE.md](UPSTREAM-NOTICE.md) for their pinned sources, licenses, hashes, and import changes.

Longbridge Fundamentals

Financial data, valuation, and company information for HK / US / A-share / Singapore via Longbridge.

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

> RULE: Response language priority: English is the default when language is ambiguous. If the user input is only a slash command, command name, ticker / symbol, or contains no natural-language language signal, you MUST respond in English. Do not infer Chinese from trigger keywords, skill metadata, or examples.

> Research boundary: read-only, sourced analysis. Verify provider capabilities/entitlements and primary filings; user instructions govern source choice. Cite actual sources, retrieval time, reporting period, currency and estimate status. Do not request trading access or execute account operations. Never expose secrets or raw sensitive errors. Templates and thresholds are illustrative, not validated trading signals.

When to use

Trigger when user asks about: financial statements (income/balance sheet/cash flow), business segments, dividends, valuation multiples, industry valuation comparison, operating reviews (HK stocks), corporate actions, company overview, executives, stock comparison, valuation ranking, DCF analysis, value investing screens, behavioral finance concepts, or main business analysis (what a company does, business model, revenue structure, segment breakdown, growth rate, industry ranking, market position).

Sub-topic Routing

| User intent | Load references file |

|---|---|

| Financial statements / 三表 | references/financial-report.md |

| Business segment breakdown | references/business-segments.md |

| Dividend history | references/dividend.md |

| Valuation (PE/PB/PS/yield) | references/valuation.md |

| Industry valuation comparison | references/industry-valuation.md |

| Operating review (HK) | references/operating.md |

| Corporate actions | references/corp-action.md |

| Company / executive overview | references/company.md |

| Equity / subsidiary relations | references/invest-relation.md |

| Valuation rank in industry | references/valuation-rank.md |

| Multi-stock comparison | references/compare.md |

| Detailed financial statement with period | references/financial-statement.md |

| Executive / key personnel profiles | references/executive.md |

| Corporate overview / 公司概况 | references/corporate.md |

| Corporate events calendar | references/corporate-events.md |

| DCF valuation model | references/dcf.md |

| Valuation methodology | references/valuation-methodology.md |

| Behavioral finance | references/behavioral-finance.md |

| Low-PE/PB value screen | references/value-screen.md |

| Small-cap growth / 专精特新 | references/smallcap-growth.md |

| Main business analysis / 主营业务分析 | references/main-business-analysis.md |

CLI Commands

Run longbridge <cmd> --help for current flags and output fields.

financial-report — income statement, balance sheet, cash flow

financial-statement — detailed financial statement with period selection

business-segments — revenue breakdown by business segment

dividend — dividend history and distribution details

valuation — PE, PB, PS, dividend yield, and peer comparison

industry-valuation — industry valuation comparison and distribution

operating — operating reviews and KPIs by report period (HK stocks only)

corp-action — corporate actions (splits, rights issues, dividends)

invest-relation — subsidiary/parent company relationships

company — founding date, employees, IPO price, address

executive — key personnel and executives

valuation-rank — valuation percentile rank within industry

compare — multi-stock comparison matrix (PE/PB/ROE/revenue growth)

Frameworks

DCF Valuation

Historical FCF, WACC, terminal value, intrinsic value vs current price. See [references/dcf.md](references/dcf.md).

Valuation Methodology

PE-Band, PB-ROE, EV-EBITDA, DDM, SOTP frameworks. See [references/valuation-methodology.md](references/valuation-methodology.md).

Behavioral Finance

Overreaction/underreaction, disposition effect, anchoring, herding — momentum/reversal signals. See [references/behavioral-finance.md](references/behavioral-finance.md).

Value Screen

Low PE/PB + high ROE + dividend yield screening for undervalued stocks. See [references/value-screen.md](references/value-screen.md).

Small-Cap Growth (专精特新)

Market cap < 10B, revenue growth > 30%, ROE > 15%, low institutional ownership. See [references/smallcap-growth.md](references/smallcap-growth.md).

Main Business Analysis (主营业务分析)

Revenue structure, segment breakdown, growth attribution (CR1/CR3/HHI), industry ranking, and competitive positioning. See [references/main-business-analysis.md](references/main-business-analysis.md).

Auth requirements

These are intended public-data workflows; actual access and coverage depend on provider version and entitlements.

Error handling

| Situation | Response |

|---|---|

| command not found: longbridge | Install longbridge-terminal |

| No data returned | Verify symbol and market; HK operating only works for HK stocks |

| Other stderr | Surface a redacted error summary |

MCP fallback

Use MCP server if CLI unavailable. Discover tools at runtime.

Related skills

| User wants | Use |

|---|---|

| Analyst ratings / consensus | longbridge-research |

| Portfolio P&L / account | longbridge-portfolio |

| Post-earnings analysis | longbridge-earnings |

File layout

longbridge-fundamentals/
├── SKILL.md
└── references/
    ├── financial-report.md · financial-statement.md · business-segments.md
    ├── dividend.md · valuation.md · industry-valuation.md · operating.md
    ├── corp-action.md · invest-relation.md · company.md · executive.md
    ├── valuation-rank.md · compare.md
    ├── dcf.md · valuation-methodology.md · behavioral-finance.md
    └── value-screen.md · smallcap-growth.md · main-business-analysis.md

Limitations

• Use this skill only when the task clearly matches its upstream source and local project context.
• Treat all market, trading, instrument, account, or portfolio examples as technical API examples only, not financial advice or a recommendation to trade.

• Verify commands, generated code, dependencies, credentials, and external service behavior before applying changes.
• Do not treat examples as a substitute for environment-specific tests, security review, or user approval for destructive or costly actions.