opencode-skills-collection 4.0.69 → 4.0.70

package/bundled-skills/longbridge-research/references/consensus.md

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+# longbridge-consensus
+
+Prompt-only analysis skill. Orchestrates Longbridge CLI commands to surface analyst consensus estimates, estimate revision trends, beat/miss history, and post-earnings announcement drift (PEAD) signals.
+
+## CLI
+
+Run `longbridge --help` to see all available subcommands, then `longbridge <subcommand> --help` before calling. Types of data needed (call concurrently):
+
+- Coverage count, buy/hold/sell distribution, consensus target price
+- Revenue / EPS estimates (high / low / mean / median)
+- Forward EPS by period
+- Institution rating distribution + median target price
+- Rating and target price change history (for revision trend — run `--help` for available history flags)
+
+```bash
+longbridge <subcommand> TSLA.US --format json   # run --help for available flags and subcommand names
+```
+
+## Workflow
+
+1. **Resolve symbol** to `<CODE>.<MARKET>` format.
+2. **Determine scope** from the user prompt:
+
+   | Prompt intent                      | Data to fetch                                                |
+   | ---------------------------------- | ------------------------------------------------------------ |
+   | Consensus snapshot                 | Coverage count + buy/hold/sell + EPS estimates + forward EPS |
+   | Rating distribution / target price | Institution rating distribution + median target              |
+   | Revision trend                     | Rating and target price change history                       |
+   | Beat / miss analysis               | EPS actuals vs consensus mean                                |
+   | PEAD signal                        | EPS actuals + consensus + price context                      |
+
+3. **In-LLM analysis**:
+
+   | Quantity                        | Method                                                                                                                                                                            |
+   | ------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | -------- | ------- |
+   | **Estimate revision direction** | Compare current mean EPS vs prior period from rating history; rising / flat / falling                                                                                             |
+   | **Beat / miss**                 | Actual EPS vs consensus mean; beat threshold > +2%                                                                                                                                |
+   | **PEAD signal**                 | Consecutive beats + upward revisions → positive momentum; consecutive misses + downward revisions → negative momentum. **Note**: PEAD is a statistical tendency, not a guarantee. |
+   | **Surprise %**                  | `(Actual − Estimate) /                                                                                                                                                            | Estimate | × 100%` |
+
+4. Output structured report; cite **Longbridge Securities**; end with disclaimer.
+
+## Output template
+
+```
+{Symbol} ({code}) Analyst Consensus — Source: Longbridge Securities
+As of: {date}
+
+[Coverage & ratings]
+- Analysts covering: N  |  Buy: X / Hold: Y / Sell: Z
+- Median target price: {price} ({currency})  |  Upside from last: ±X%
+
+[EPS consensus]
+- Current-quarter estimate: mean {X}, range [{low} – {high}]
+- Next-quarter estimate:    mean {X}, range [{low} – {high}]
+- FY estimate:              mean {X}, range [{low} – {high}]
+
+[Revenue consensus]
+- Current-quarter estimate: mean {X}  YoY ±Y%
+- FY estimate:              mean {X}  YoY ±Y%
+
+[Estimate revision trend]
+- Direction (past 30/90 days): {rising / flat / falling}
+- Key revisions: {summary from rating/target price change history}
+
+[Beat / miss history (last 4 quarters)]
+| Quarter | Actual EPS | Estimate | Surprise % |
+|---------|-----------|----------|-----------|
+| {Q}     | {A}       | {E}      | {±X%}     |
+...
+
+[PEAD signal]
+- Pattern: {N consecutive beats / misses / mixed}
+- Revision bias: {upward / neutral / downward}
+- PEAD inference: {positive momentum / neutral / negative momentum}
+⚠️ PEAD is a statistical tendency, not a forecast.
+
+⚠️ 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.
+```
+
+(Omit sections where data is unavailable; state so explicitly.)
+
+## Error handling
+
+| Situation                            | 简体中文回复                                                  | 繁體中文 / English                                                                                                                     |
+| ------------------------------------ | ------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------- |
+| `command not found: longbridge`      | 回退到 MCP；如 MCP 也不可用，请用户安装 longbridge-terminal。 | 回退到 MCP；如也不可用，請安裝 longbridge-terminal。/ Fall back to MCP; if also unavailable, tell user to install longbridge-terminal. |
+| stderr `not logged in`               | 请运行 `longbridge auth login` 登录。                         | 請執行 `longbridge auth login`。/ Run `longbridge auth login`.                                                                         |
+| Consensus data has < 3 analysts      | 覆盖分析师不足 3 位，一致预期仅供参考。                       | 覆蓋分析師不足 3 位，僅供參考。/ Fewer than 3 analysts — consensus is indicative only.                                                 |
+| Analyst estimates data returns empty | "{symbol} 暂无分析师预期数据。"                               | "{symbol} 暫無分析師預期。" / "{symbol} has no analyst estimates."                                                                     |
+| No actuals for beat/miss             | 跳过超预期/低于预期分析，注明无历史实际值。                   | 跳過超預期分析，注明無歷史數據。/ Skip beat/miss analysis; note no historical actuals available.                                       |
+| Other stderr                         | 直接显示原始错误，不静默重试。                                | 顯示原始錯誤。/ Surface verbatim — do not retry silently.                                                                              |

package/bundled-skills/longbridge-research/references/coverage-initiation.md

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+# longbridge-coverage-initiation
+
+Generates a structured initiating-coverage report framework for a single listed company, following a five-step institutional workflow.
+
+## Workflow
+
+Five-step coverage initiation process:
+
+1. **Company overview** — business description, history, key products/services, geographic exposure
+2. **Industry positioning** — sector dynamics, competitive landscape, market share, tailwinds/headwinds
+3. **Financial modelling** — historical P&L, balance sheet health, free cash flow, key ratios
+4. **Valuation analysis** — current multiples vs peers vs historical range, DCF considerations, target price rationale
+5. **Investment conclusion** — rating (Buy / Hold / Sell), 12-month price target, key catalysts, key risks
+
+Run these CLI commands (parallel is fine):
+
+```bash
+# Company profile (business overview, sector, executives)
+longbridge company <SYMBOL> --format json
+
+# Full financial report (IS + BS + CF — all periods available)
+longbridge financial-report <SYMBOL> --kind ALL --format json
+
+# Industry-level valuation comparison
+longbridge industry-valuation <SYMBOL> --format json
+
+# Recent news and regulatory filings for context
+longbridge news <SYMBOL> --format json
+```
+
+> If you're unsure of exact flag names or defaults, run `longbridge <subcommand> --help` first.
+
+## Symbol format
+
+`<CODE>.<MARKET>` — e.g. `NVDA.US`, `700.HK`, `600519.SH`. If the market is ambiguous, ask the user.
+
+## Output
+
+Structure the output as a formatted research report with clearly labelled sections:
+
+**Cover page metadata**: Symbol, company name, date, analyst note (LLM-generated)
+
+**Section 1 — Company overview**: 2–3 paragraphs on business model, history, geography
+
+**Section 2 — Industry positioning**: market size, growth drivers, Porter five-forces summary, competitive moat assessment
+
+**Section 3 — Financial highlights** (table):
+
+| Metric         | Year -2 | Year -1 | LTM |
+| -------------- | ------- | ------- | --- |
+| Revenue        |         |         |     |
+| Net Income     |         |         |     |
+| EPS            |         |         |     |
+| Gross Margin % |         |         |     |
+| ROE            |         |         |     |
+
+**Section 4 — Valuation**:
+
+- Current PE / PB / PS vs industry median
+- Historical percentile (if available)
+- Implied price target rationale
+
+**Section 5 — Investment conclusion**:
+
+- Rating, price target, upside/downside
+- Top 3 catalysts (bull case)
+- Top 3 risks (bear case)
+
+## Error handling
+
+| Situation                         | Simplified Chinese                           | Traditional Chinese / English                                                      |
+| --------------------------------- | -------------------------------------------- | ---------------------------------------------------------------------------------- |
+| `command not found: longbridge`   | 回退到 MCP；否则提示安装 longbridge-terminal | 回退到 MCP；否則提示安裝 / Fall back to MCP; prompt to install longbridge-terminal |
+| `not logged in` / `unauthorized`  | 请运行 `longbridge auth login`               | 請運行 `longbridge auth login` / Run `longbridge auth login`                       |
+| `company` subcommand missing data | 从其他子命令补充可用信息，标注缺失字段       | 從其他命令補充，標注缺失 / Supplement from other commands, flag missing fields     |
+| Other stderr                      | 原样展示错误，不重试                         | 原樣展示，不重試 / Surface verbatim, no silent retry                               |

package/bundled-skills/longbridge-research/references/defi-yield.md

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+# longbridge-defi-yield
+
+DeFi yield analysis framework — covers lending rates (AAVE / Compound), liquidity provision (LP) returns, staking yields, yield farming strategies, and risk-adjusted return comparison across DeFi protocols.
+
+> **Data scope notice**: Longbridge provides real-time spot prices for major cryptocurrencies (`.HAS` suffix, e.g. `BTCUSD.HAS`, `ETHUSD.HAS`). DeFi protocol metrics (APY, TVL, utilisation rates) are **not available** via the Longbridge CLI — they must be sourced via WebSearch (DefiLlama, CoinGecko, protocol dashboards).
+
+## Workflow
+
+1. **Identify asset and protocol** from the prompt (e.g. ETH + AAVE, USDC + Compound).
+2. **Fetch spot price** from Longbridge for the underlying crypto asset (as price reference):
+   ```bash
+   longbridge quote ETHUSD.HAS --format json
+   ```
+3. **Fetch DeFi protocol data** via WebSearch from canonical sources:
+   - DefiLlama (`defillama.com`) for TVL, protocol APY, pool yields.
+   - CoinGecko (`coingecko.com`) for staking yields and token data.
+   - Protocol-native dashboards (app.aave.com, app.compound.finance) for live rates.
+4. **Compute risk-adjusted yield**:
+   - Nominal APY vs. inflation-adjusted real yield.
+   - IL (impermanent loss) risk for LP positions.
+   - Smart contract risk / audit status (note qualitatively).
+5. **Present comparison table** across protocols/strategies, ranked by risk-adjusted return.
+
+## CLI
+
+```bash
+# Spot price for underlying crypto (price reference only)
+longbridge quote BTCUSD.HAS --format json
+longbridge quote ETHUSD.HAS --format json
+longbridge quote SOLUSD.HAS --format json
+```
+
+> Run `longbridge quote --help` to see supported `.HAS` crypto symbols.
+
+DeFi protocol data is **not available** via the Longbridge CLI. Use WebSearch to retrieve live APY/TVL from DefiLlama, CoinGecko, or protocol dashboards.
+
+## Output
+
+Present a DeFi yield comparison table:
+
+| Field          | 简体         | 繁體         | English       |
+| -------------- | ------------ | ------------ | ------------- |
+| Protocol       | 协议         | 協議         | Protocol      |
+| Asset          | 资产         | 資產         | Asset         |
+| Strategy type  | 策略类型     | 策略類型     | Strategy type |
+| Nominal APY    | 名义年化收益 | 名義年化收益 | Nominal APY   |
+| Estimated risk | 风险等级     | 風險等級     | Risk level    |
+| TVL            | 总锁仓量     | 總鎖倉量     | TVL           |
+| Notes          | 备注         | 備註         | Notes         |
+
+Always include a risk disclaimer: _"DeFi 投资存在智能合约风险、无常损失和流动性风险，不构成投资建议。"_ / _"DeFi investing carries smart contract, impermanent loss, and liquidity risks. This is not investment advice."_
+
+## Error handling
+
+| Situation                       | 简体回复                                       | 繁體回覆                                       | English reply                                      |
+| ------------------------------- | ---------------------------------------------- | ---------------------------------------------- | -------------------------------------------------- |
+| `command not found: longbridge` | 请先安装 longbridge-terminal（仅用于现货价格） | 請先安裝 longbridge-terminal（僅用於現貨價格） | Install longbridge-terminal (for spot prices only) |
+| `.HAS` symbol not found         | 提示该加密货币暂不支持，尝试标准格式           | 提示該加密貨幣暫不支援                         | Crypto symbol not supported; check `.HAS` format   |
+| DeFi APY data unavailable       | 提示需通过 WebSearch 获取协议数据              | 提示需透過 WebSearch 取得協議數據              | DeFi APY requires WebSearch (DefiLlama/CoinGecko)  |
+| Other stderr                    | 原样展示，不重试                               | 原樣展示，不重試                               | Surface verbatim, do not retry                     |

package/bundled-skills/longbridge-research/references/finance-calendar.md

@@ -0,0 +1,165 @@
+# Financial Calendar Tracking & Insights
+
+## Overview
+
+This Skill targets general retail investors, proactively providing financial calendar summaries, impact analysis for holdings and watchlist, cross-market linkage conclusions — **and helping users discover market opportunities beyond their portfolio**. Users do not need professional financial knowledge; the system handles all reasoning from events to impacts. Conclusions cover all relevant securities — tagged if they belong to the user's holdings or watchlist — while also extending to noteworthy market highlights.
+
+Prerequisite: The user must have completed Longbridge account authorization. See `references/data-fetching.md` for the degradation strategy when unauthorized.
+
+Dependent files:
+
+- `references/output-template.md` — Field specifications and templates for the four output card types
+- `references/data-fetching.md` — Data source priorities, degradation rules, and CLI usage instructions
+
+## Data-Driven, Not Pre-Configured
+
+This Skill does not maintain separate user preference settings. All required information is obtained from the following sources:
+
+- **Holdings & Watchlist**: Fetched in real time from the Longbridge account to automatically determine the securities and markets the user cares about. **Holdings and watchlist are equally important for event coverage — both must be fully scanned; neither source may be omitted.** Holdings and watchlist are not grouped separately; they are unified and sorted by event time, differentiated only by tags.
+- **Market-Wide Events**: In addition to holdings and watchlist events, fetch high-importance market-wide events (without the `--filter` parameter). These events cover securities the user does not hold, tagged with "Market" to help users discover new opportunities. Selection criteria: high market attention (e.g., marquee earnings, hot IPOs, industry leader movements), relevance to current market themes, or potential to create trading opportunities.
+- **Time Range**: Determined from the user's request, with the following defaults. The CLI may not support time parameters — fetch data first, then filter results by time.
+
+| User Expression     | Scan Range                             |
+| ------------------- | -------------------------------------- |
+| Today               | Current day (T+0)                      |
+| Tomorrow            | T+1                                    |
+| This week           | Monday to Sunday of the current week   |
+| Next week           | Monday to Sunday of the following week |
+| Recently / Upcoming | T+0 ~ T+3 (next 3 calendar days)       |
+| No time specified   | Default T+0 ~ T+3                      |
+
+**Weekend & Non-Trading Day Rules:**
+
+Time ranges are calculated in calendar days but must ensure coverage through the next trading day. Specific rules:
+
+1. **Auto-Extension**: When the end of the time range falls on a weekend or holiday, automatically extend to that market's next trading day. For example, saying "next 3 days" on Friday (T+0 ~ T+3 = Friday to Monday) — if Monday is a trading day, cover through Monday's after-hours; if Monday is also a holiday, extend to Tuesday.
+2. **Per-Market Judgment**: When a user's holdings span multiple markets (e.g., US + HK + A-shares), each market has a different trading calendar and must be evaluated separately. For example, US markets are closed on Christmas but HK markets are not — the effective time windows differ.
+3. **Use Market Closure Calendar Data**: The data collection phase already fetches market closure calendars — use them to determine actual trading day boundaries for each market.
+4. **Indicate in Output**: When the time window extends due to weekends/holidays, reflect the actual coverage range in the title (e.g., "May 8 to May 11" rather than "next 3 days"), and note weekend/holiday arrangements where appropriate.
+
+- **Output Style**: Default to plain language (everyday terms, no jargon); if the user demonstrates professional background or explicitly requests it, switch to fundamental-style output (preserving raw data).
+- **Filtering & Priority**: Prioritize high-importance events. Specific filtering strategies are determined based on the importance fields returned by data sources and the user's request. **Event scope is not limited to the user's holdings and watchlist**: major global events (e.g., Fed meetings, non-farm payrolls) and trending events related to the industries of the user's holdings/watchlist should also be included, to avoid missing important market information by focusing only on existing positions.
+- **Market Opportunity Discovery**: Beyond scanning events for holdings and watchlist, proactively discover market-level opportunities and trends. This includes:
+  - **Sector Rotation & Market Themes**: What themes/sectors the market is currently focused on (e.g., AI, tech, nuclear energy, GLP-1 weight-loss drugs), which sectors show significant capital inflows.
+  - **Cross-Market Linkages & Arbitrage Opportunities**: Recent cross-market linkage signals (e.g., A/H share premium changes, Chinese ADR and HK stock correlations, commodity and related stock correlations, ADR and underlying share price differentials), which may not be in the user's current portfolio but are worth watching.
+  - **Event-Driven Trading Opportunities**: Short-term trading windows potentially created by upcoming events (e.g., volatility trading around earnings, sector positioning before policy announcements).
+  - This information is proactively obtained via WebSearch, independent of the user's holdings scope, with the goal of helping users discover "the world beyond their portfolio".
+
+The above default behaviors require no pre-configuration by the user. If the user requests adjustments during a conversation, follow those instructions for the current session.
+
+## Execution Flow
+
+Each request executes the full flow, producing output in four sections. Each section is generated if data exists and omitted if not (but the first section must always be included). Generate as much content as possible, covering all dimensions the user might care about. The same event should appear only once and not be repeated across sections.
+
+### Data Collection (Unified Upfront)
+
+1. Retrieve the user's holdings and watchlist (if unauthorized, stop and prompt login)
+2. Following the `data-fetching.md` specification, **fetch all data sources in parallel** (all without `--filter`, fetching market-wide data):
+   - Earnings/performance calendar, macroeconomic calendar, dividend/ex-date calendar, market closure/trading calendar, stock split calendar, IPO/new listing calendar
+   - **Market trends and opportunity data** (proactively searched via WebSearch, fetched in parallel with the CLI data above)
+3. After obtaining the full dataset, **tag each event** based on the holdings and watchlist (Holdings / Watchlist / Market) — tags are classification labels only and do not affect data retrieval scope
+4. Filter results by the user's requested time range (default T+0 ~ T+3)
+5. **Time direction: Focus on the future.** Only retain events that **have not yet occurred** (from today onward). The sole exception is earnings results released "last night / pre-market today" (i.e., published between the previous trading day's close and today's open), which may be briefly mentioned in sections one and three. Earlier historical events are excluded entirely.
+6. If the user specifies a particular stock, provide in-depth expansion on that stock's dimension
+
+### Section 1: Event Overview (Template 1)
+
+All events (macro, holdings, watchlist, **high-attention market-wide events**) are merged into a single timeline, sorted uniformly by date and time, without duplication:
+
+- If there are earnings results released **last night or pre-market today** (limited to the period from the previous trading day's close to present), mention them briefly without expanding on history
+- Group by calendar day (e.g., "May 12 (Monday)"), sorted chronologically within each day
+- Macro events (CPI, PPI, Fed meetings, non-farm payrolls, etc.) and security-specific events are interleaved on the same timeline, not grouped separately
+- Source tags for securities:
+  - "Holdings" — currently held by the user
+  - "Watchlist" — in the user's watchlist
+  - "Market" — neither holdings nor watchlist, but a high-attention market event (e.g., marquee earnings, hot IPOs, industry leaders) included to help users discover opportunities
+- **Source of "Market" securities**: These naturally emerge from the market-wide calendar data fetched without the `--filter` parameter. After fetching unfiltered data, exclude holdings and watchlist codes, then select noteworthy events from the remainder and tag them as "Market". No hard quantity requirement — event-heavy days will naturally produce more, quiet days fewer. The key is **not to lose the ability to discover opportunities by filtering on securities**
+  - May include, but is not limited to, these types:
+    - Earnings from large-cap, high-attention companies (industry leaders, recently trending companies)
+    - Hot IPOs / new listings
+    - Securities closely related to current market themes
+    - Catalyst events for companies with recent price anomalies or heavy market discussion
+- Securities with no events do not appear
+- No cap on the number of events — list as many as there are
+- Output following Template 1 format in `output-template.md`
+
+### Section 2: Key Event Impact Analysis (Template 2)
+
+- Extract high-importance events (e.g., major earnings, Fed meetings, non-farm payrolls, significant industry policies)
+- Provide in-depth analysis for each key event:
+  - Event content and core data
+  - Impact classification for actually affected stocks (direct impact / indirect impact), tagged if they are watchlist/holdings, omitting unrelated securities
+  - Action reference (no buy/sell instructions)
+- If there are no high-importance events in the time range, this section may be omitted
+- Output following Template 2 format in `output-template.md`
+
+### Section 3: Earnings Results Express (Template 3)
+
+- Cover earnings results released **last night or pre-market today** across all securities (from the previous trading day's close to today's open) — earlier results are excluded. Generate an earnings result card for each:
+  - Beat/miss assessment and magnitude
+  - Core business highlights
+  - Market reaction (after-hours/pre-market price movement)
+  - Next-day market closure notice (if applicable)
+- If no earnings have been released, this section is omitted
+- Output following Template 3 format in `output-template.md`
+
+### Section 4: Market Trends & Opportunity Discovery (Template 4)
+
+This section goes beyond the user's existing holdings and watchlist to proactively discover market-level opportunities:
+
+- **Recent Market Trends & Sector Movements**: Search via WebSearch for currently trending themes, sector rotation directions, and capital flows. Not limited to securities the user already follows — the goal is to help users discover new opportunities.
+- **Cross-Market Linkages & Arbitrage Signals**: Scan recent (especially yesterday's) cross-market linkage activity, including but not limited to:
+  - A/H share premium anomalies (price spreads for the same company listed on both A-shares and HK)
+  - Chinese ADR vs. HK underlying share price differentials
+  - Commodity price fluctuations transmitting to related listed company stock prices (e.g., copper price rise → copper mining stocks)
+  - Exchange rate movements creating cross-market impacts
+  - "Time-zone arbitrage" windows where a policy/event has already been priced into one market but another market hasn't opened yet
+- **Event-Driven Potential Opportunities**: Based on upcoming events (earnings, policies, data releases), identify potential short-term trading opportunity windows, even if the securities involved are not in the user's portfolio
+- Each opportunity point must explain the logic and risks; no specific buy/sell recommendations
+- If searches yield no valuable opportunity information, this section may be omitted
+- Output following Template 4 format in `output-template.md`
+
+### Wrap-Up
+
+- Append disclaimer text at the end (see output specifications)
+- Prompt the user that they can follow up: "If you'd like to dive deeper into any event, or when earnings results come out, feel free to ask me anytime."
+
+## Output Specifications
+
+### Language Rules
+
+- Sentence length ≤ 30 words; avoid long compound sentences
+- Each event conclusion should not exceed 2 lines
+- Use hedging language such as "may", "likely", etc.; do not make definitive predictions
+- Action suggestions should use phrases like "consider monitoring", "wait until after the open to assess" — not "you should buy/sell"
+- Do not use jargon such as EPS, guidance, Beta, IV, etc.; convert all terms to everyday language
+
+### Terminology Conversion Reference
+
+| Professional Term          | Output Phrasing                                                                             |
+| -------------------------- | ------------------------------------------------------------------------------------------- |
+| Ex-Dividend Date (Ex-Date) | Note: rules differ by market — buying after this date means you won't receive this dividend |
+| Half-Day Trading           | HK stocks only trade until noon today                                                       |
+| Supply Chain Transmission  | News from this company may cause related stocks to move together                            |
+| Liquidity Risk             | Trading volume will be thin that day, so price swings may be larger                         |
+| Macro Data Beat            | The economic data came in better than the market expected                                   |
+
+### Prohibitions
+
+- Never respond with "nothing important today" or empty results
+- No specific price predictions
+- No direct buy or sell recommendations
+- Events must always display tags; securities with no events are simply omitted from the output
+- Securities not held and not in the watchlist may appear in the following cases:
+  - Major global events (e.g., Fed meetings, non-farm payrolls) should be displayed regardless of whether the user holds them
+  - Securities tagged "Market" in Section 1 — high-attention events (marquee earnings, hot IPOs, industry leaders, etc.)
+  - Trending event securities directly related to the industries of the user's holdings or watchlist
+  - Securities in Section 4 (Market Trends & Opportunity Discovery) — this section is specifically designed to help users discover opportunities beyond their portfolio
+- Overall principle: **Full coverage** for holdings and watchlist events (no omissions); **selective coverage** for Market-tagged events (only high-value ones)
+
+### Disclaimer Text
+
+Appended once at the end of each complete report (not repeated in each section):
+
+> If you'd like to dive deeper into any event, or when earnings results come out, feel free to ask me anytime.
+> The above content is compiled from Longbridge data sources and publicly available information, provided for reference only. It does not constitute investment advice. Please make decisions based on your own judgment.

package/bundled-skills/longbridge-research/references/financial-planning.md

@@ -0,0 +1,77 @@
+# longbridge-financial-planning
+
+Personal financial planning framework — retirement targets, education fund, balance sheet, and portfolio gap analysis.
+
+## Workflow
+
+1. Fetch current account value, positions, and multi-currency cash.
+2. Ask the user for planning inputs (or use defaults):
+   - Retirement age target (default: 60)
+   - Annual living expenses in retirement
+   - Children's education fund target (if applicable)
+   - Monthly savings capacity
+   - Expected portfolio return assumption
+3. Build the financial plan:
+   - **Net worth snapshot**: investments + cash − liabilities
+   - **Retirement gap**: target corpus − current portfolio (compounded)
+   - **Education fund gap**: target − dedicated savings
+   - **Savings rate**: monthly contribution vs. income
+   - **Years to goal**: solve for `n` given current value, rate, contribution
+4. Output a structured plan with actionable recommendations.
+5. Convert multi-currency assets to a common base using FX rates.
+
+> If unsure of exact flag names, run `longbridge <subcommand> --help` before proceeding.
+
+## CLI
+
+```bash
+# Account portfolio market value
+longbridge portfolio --format json
+
+# Current positions (stocks, funds)
+longbridge positions --format json
+
+# Multi-currency exchange rates for normalisation
+longbridge exchange-rate --format json
+```
+
+## Output structure
+
+```
+PERSONAL FINANCIAL PLAN  <Date>
+
+NET WORTH SNAPSHOT
+Investment Portfolio:  $xxx,xxx (USD equivalent)
+Cash & Money Market:  $xx,xxx
+Total Net Worth:       $xxx,xxx
+
+RETIREMENT PLANNING
+Target Age:      60   Current Age: xx   Years: xx
+Annual Expense:  $xx,xxx/yr   Corpus Needed: $x,xxx,xxx
+Current Progress: $xxx,xxx (xx% of target)
+Gap:             $xxx,xxx
+Required Monthly Savings: $x,xxx (at x.x% p.a.)
+
+EDUCATION FUND
+Target:       $xxx,xxx  by Year 20xx
+Current:      $xx,xxx   Gap: $xx,xxx
+Monthly Top-up Needed: $x,xxx
+
+SAVINGS RATE ANALYSIS
+Monthly Income (estimated): $x,xxx
+Monthly Savings:            $x,xxx  (xx%)
+Recommendation: [On track | Increase savings by $x,xxx/month]
+
+ACTION ITEMS
+1. ...
+2. ...
+```
+
+## Error handling
+
+| Situation                       | 简体回复                                           | 繁體回復                                           | English reply                                        |
+| ------------------------------- | -------------------------------------------------- | -------------------------------------------------- | ---------------------------------------------------- |
+| Not logged in                   | 请运行 `longbridge auth login` 并授予 Trade 权限。 | 請執行 `longbridge auth login` 並授予 Trade 權限。 | Run `longbridge auth login` with Trade scope.        |
+| Empty portfolio                 | 账户暂无持仓，请先建立投资组合。                   | 賬戶暫無持倉，請先建立投資組合。                   | No positions found — build a portfolio first.        |
+| FX rate unavailable             | 部分货币汇率不可用，已使用近似值。                 | 部分貨幣匯率不可用，已使用近似值。                 | Some FX rates unavailable — approximate values used. |
+| `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.      |

package/bundled-skills/longbridge-research/references/forecast-eps.md

@@ -0,0 +1,39 @@
+# forecast-eps
+
+```
+EPS forecasts and analyst consensus estimates for a symbol
+
+Example: longbridge forecast-eps TSLA.US Example: longbridge forecast-eps TSLA.US --format json
+
+Usage: longbridge forecast-eps [OPTIONS] <SYMBOL>
+
+Arguments:
+  <SYMBOL>
+          Symbol in <CODE>.<MARKET> format
+
+Options:
+      --format <FORMAT>
+          Output format: 'pretty' for human-readable, 'json' for AI agents and scripting
+          
+          [default: pretty]
+          [possible values: table, json]
+
+  -v, --verbose
+          Print verbose request info (host, elapsed) to stderr, prefixed with `*` like curl -v
+
+      --lang <LANG>
+          Language for content fetched from longbridge.com: zh-CN or en. Defaults to system LANG env var, then en
+
+  -h, --help
+          Print help (see a summary with '-h')
+```
+
+## Usage
+
+```bash
+# Run with JSON output for AI agents
+longbridge forecast-eps --format json
+
+# See all options
+longbridge forecast-eps --help
+```

package/bundled-skills/longbridge-research/references/fund-holder.md

@@ -0,0 +1,44 @@
+# fund-holder
+
+```
+Funds and ETFs that hold a given symbol
+
+Returns: fund name, ticker, currency, weight (position ratio), and report date. Pass --count -1 to return all holders. Example: longbridge fund-holder AAPL.US Example: longbridge fund-holder AAPL.US --count 20 Example: longbridge fund-holder AAPL.US --format json
+
+Usage: longbridge fund-holder [OPTIONS] <SYMBOL>
+
+Arguments:
+  <SYMBOL>
+          Symbol in <CODE>.<MARKET> format
+
+Options:
+      --count <COUNT>
+          Number of results to return (-1 for all)
+          
+          [default: 20]
+
+      --format <FORMAT>
+          Output format: 'pretty' for human-readable, 'json' for AI agents and scripting
+          
+          [default: pretty]
+          [possible values: table, json]
+
+  -v, --verbose
+          Print verbose request info (host, elapsed) to stderr, prefixed with `*` like curl -v
+
+      --lang <LANG>
+          Language for content fetched from longbridge.com: zh-CN or en. Defaults to system LANG env var, then en
+
+  -h, --help
+          Print help (see a summary with '-h')
+```
+
+## Usage
+
+```bash
+# Run with JSON output for AI agents
+longbridge fund-holder --format json
+
+# See all options
+longbridge fund-holder --help
+```