opencode-skills-collection 4.1.15 → 4.1.16

package/bundled-skills/longbridge-fundamentals/references/corporate.md

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+# longbridge-corporate
+
+Single-symbol corporate profile: who owns the company, who runs it, what corporate actions it has taken, and how it relates to its parent / subsidiaries.
+
+## Subcommands
+
+> Run `longbridge <subcommand> --help` if unsure of current flags. The CLI's built-in help is the canonical source.
+
+| Capability                   | Returns                                                                                                |
+| ---------------------------- | ------------------------------------------------------------------------------------------------------ |
+| Institutional shareholders   | Name, related ticker, % held, share change, report date. Run `--help` for available filter/sort flags. |
+| Executives and key personnel | Officers, directors, key roles.                                                                        |
+| Company overview             | Founding date, employees, IPO price, listing date, address, business description.                      |
+| Corporate actions            | Stock splits, dividends, rights issues, bonus issues.                                                  |
+| Investment relations         | Parent company / subsidiaries / sister listings.                                                       |
+
+Single symbol per call. The CLI accepts `--lang zh-CN` or `--lang en` for content fetched from longbridge.com (defaults to system `LANG`).
+
+## Workflow
+
+1. Resolve to `<CODE>.<MARKET>` (e.g. `AAPL.US`, `700.HK`).
+2. Pick the matching subcommand from the prompt cue (table above).
+3. For composite questions ("give me a full picture of X as a company") — call several subcommands concurrently and merge.
+4. Render a structured summary; cite **Longbridge Securities** and the report date when applicable.
+
+## CLI
+
+```bash
+# Discover available subcommands and their flags first
+longbridge --help
+longbridge <subcommand> --help   # run for each subcommand before use
+
+longbridge <shareholder-subcommand> AAPL.US --format json           # run --help for filter/sort flags
+longbridge <executive-subcommand> 700.HK --format json
+longbridge <company-subcommand> NVDA.US --format json
+longbridge <corp-action-subcommand> 700.HK --format json
+longbridge <invest-relation-subcommand> 700.HK --format json
+```
+
+## Output
+
+Render results in the user's language. Suggested layouts:
+
+**`shareholder`** — table of name / % held / change / report date. Highlight the top 3 by holding and any change > ±10% if `--range` is `all`.
+
+**`executive`** — list of name / title / appointment date (if available). Group by role (CEO / CFO / Chair / others).
+
+**`company`** — short profile paragraph: founding year, headquarters, employees, IPO date + price, business description.
+
+**`corp-action`** — chronological list (most recent first): date / type (split / dividend / rights / bonus) / ratio or amount. Annotate split adjustments.
+
+**`invest-relation`** — tree-like list: parent → company → subsidiaries (with stake % when available). Note cross-listed sister tickers.
+
+When data is empty, state so explicitly (e.g. _"No corporate actions on record."_) — do not invent.
+
+## Error handling
+
+| Situation                                   | Reply                                                                                         |
+| ------------------------------------------- | --------------------------------------------------------------------------------------------- |
+| Shell `command not found: longbridge`       | Fall back to MCP if configured; otherwise tell the user to install longbridge-terminal.       |
+| stderr `not logged in` / `unauthorized`     | These subcommands are public quote scope; if auth is requested, hint `longbridge auth login`. |
+| Empty result (no shareholders / no actions) | State explicitly: _"No data for this symbol."_ Do not invent.                                 |
+| Symbol mapping fails                        | Ask the user for the `<CODE>.<MARKET>` form.                                                  |
+| Other stderr                                | Relay verbatim — never silently retry.                                                        |

package/bundled-skills/longbridge-fundamentals/references/dcf.md

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+# longbridge-dcf
+
+Build a step-by-step DCF model for any listed company using Longbridge financial data, arriving at an intrinsic value per share and margin of safety versus the current price.
+
+## Workflow
+
+### Step 1 — Fetch raw financial data
+
+```bash
+# Cash flow statement (FCF inputs)
+longbridge financial-report <SYMBOL> --kind CF --format json
+
+# Income statement (revenue growth, margins)
+longbridge financial-report <SYMBOL> --kind IS --format json
+
+# Beta and market cap for WACC
+longbridge calc-index <SYMBOL> --format json
+```
+
+Run `longbridge financial-report --help` and `longbridge calc-index --help` to verify available flags.
+
+### Step 2 — Calculate historical FCF
+
+`FCF = Operating Cash Flow − Capital Expenditure`
+
+Extract the last 3–5 years of operating cash flow and capex from the CF statement. Compute FCF for each year and derive the compound annual growth rate (CAGR).
+
+### Step 3 — Project FCF
+
+Use a two-stage model:
+
+- **Stage 1 (years 1–5)**: Apply an analyst-estimated or CAGR-derived growth rate. Ask the user if they want a bull / base / bear case.
+- **Stage 2 (terminal)**: Apply a long-run growth rate `g` (default: GDP growth rate of the company's primary market, typically 2–4%).
+
+### Step 4 — Estimate WACC
+
+```
+WACC = Wd × Rd × (1 − t) + We × Re
+Re  = Rf + β × ERP
+```
+
+| Input                     | Source                                                                            |
+| ------------------------- | --------------------------------------------------------------------------------- |
+| Beta (β)                  | `longbridge calc-index <SYMBOL> --format json`                                    |
+| Risk-free rate (Rf)       | 10-year government bond yield of primary market (US: ~4.2%, CN: ~2.3%, HK: ~4.0%) |
+| Equity risk premium (ERP) | Damodaran country ERP (US: ~4.6%, CN: ~7%, HK: ~6%)                               |
+| Debt ratio (Wd)           | From balance sheet (total debt / (total debt + market cap))                       |
+| Cost of debt (Rd)         | Interest expense / total debt from IS + BS                                        |
+| Tax rate (t)              | Effective tax rate from IS                                                        |
+
+### Step 5 — Terminal value
+
+`TV = FCF₅ × (1 + g) / (WACC − g)`
+
+Common alternative: exit multiple method — apply an EV/EBITDA multiple consistent with mature peers.
+
+### Step 6 — Intrinsic value
+
+1. Discount each projected FCF to present value at WACC.
+2. Discount terminal value to present value.
+3. Sum all PVs → Enterprise Value.
+4. Subtract net debt; add cash → Equity Value.
+5. Divide by diluted shares outstanding → Intrinsic Value per Share.
+
+### Step 7 — Margin of safety
+
+`Margin of Safety = (Intrinsic Value − Current Price) / Intrinsic Value × 100%`
+
+Positive = undervalued; negative = overvalued. Show sensitivity table for ±1% WACC and ±1% terminal growth.
+
+## CLI
+
+```bash
+longbridge financial-report --help
+longbridge calc-index --help
+
+longbridge financial-report <SYMBOL> --kind CF --format json
+longbridge financial-report <SYMBOL> --kind IS --format json
+longbridge calc-index <SYMBOL> --format json
+```
+
+## Output
+
+Present results as:
+
+1. Historical FCF table (3–5 years).
+2. Projected FCF table (5 years, 3 scenarios if requested).
+3. WACC components breakdown.
+4. Intrinsic value per share.
+5. Margin of safety vs current price.
+6. Sensitivity matrix (WACC × terminal growth rate).
+7. Key assumptions and caveats.
+
+Always include a disclaimer: DCF is highly sensitive to assumptions; treat output as a range, not a precise target.
+
+## Error handling
+
+| Situation                       | 简体回复                                               | 繁體回覆                                     | English reply                                                                            |
+| ------------------------------- | ------------------------------------------------------ | -------------------------------------------- | ---------------------------------------------------------------------------------------- |
+| `command not found: longbridge` | 请安装 longbridge-terminal 或检查 MCP 配置。           | 請安裝 longbridge-terminal 或檢查 MCP 配置。 | Install longbridge-terminal or check MCP config.                                         |
+| stderr: `not logged in`         | 请运行 `longbridge auth login`。                       | 請執行 `longbridge auth login`。             | Run `longbridge auth login`.                                                             |
+| No CF data available            | 该标的暂无现金流数据，可能是上市不足三年或非标准财报。 | 該標的暫無現金流數據，可能是上市不足三年。   | No cash flow data; the company may be too recently listed or use non-standard reporting. |
+| Negative FCF history            | 历史 FCF 为负，DCF 模型需用户提供未来盈利假设。        | 歷史 FCF 為負，需用戶提供未來盈利假設。      | Historical FCF is negative; DCF requires user-supplied future profitability assumptions. |

package/bundled-skills/longbridge-fundamentals/references/dividend.md

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+# dividend
+
+```
+Dividend history and distribution details for a symbol
+
+Example: longbridge dividend AAPL.US Example: longbridge dividend AAPL.US --page 2 Example: longbridge dividend AAPL.US --year 2025 Example: longbridge dividend detail AAPL.US
+
+Usage: longbridge dividend [OPTIONS] [SYMBOL] [COMMAND]
+
+Commands:
+  detail  Dividend distribution scheme details
+  help    Print this message or the help of the given subcommand(s)
+
+Arguments:
+  [SYMBOL]
+          Symbol in <CODE>.<MARKET> format (omit when using a subcommand)
+
+Options:
+      --page <PAGE>
+          Page number (default: 1)
+
+          [default: 1]
+
+      --year <YEAR>
+          Filter by year (e.g. 2025)
+
+      --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 dividend --format json
+
+# See all options
+longbridge dividend --help
+```

package/bundled-skills/longbridge-fundamentals/references/executive.md

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+# executive
+
+```
+Company executives and key personnel
+
+Example: longbridge executive AAPL.US
+
+Usage: longbridge executive [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 executive --format json
+
+# See all options
+longbridge executive --help
+```

package/bundled-skills/longbridge-fundamentals/references/financial-report.md

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+# longbridge-financial-report
+
+Prompt-only analysis skill. Fetches complete three-statement financials from Longbridge and performs cross-statement reconciliation, DuPont decomposition, and earnings-quality analysis in the LLM.
+
+## CLI
+
+Run `longbridge --help` to see all available subcommands, then `longbridge <subcommand> --help` before calling. Types of data needed:
+
+- Financial statements (income statement, balance sheet, cash flow) — single statement or all three at once
+- Period selection (annual, semi-annual, quarterly — exact flag values differ by CLI version; check `--help`)
+- Raw line-item access with field-level hierarchy (a separate subcommand may exist for this)
+
+```bash
+# Always check available flags first:
+longbridge <subcommand> --help
+
+# Then fetch financials — example structure (verify flags with --help):
+longbridge <subcommand> TSLA.US --format json
+longbridge <subcommand> 700.HK --format json
+```
+
+## Workflow
+
+1. **Resolve symbol** to `<CODE>.<MARKET>` format (e.g. `TSLA.US`, `700.HK`, `600519.SH`).
+2. **Determine scope** from user intent:
+   - Single statement requested → fetch that kind only.
+   - Reconciliation / DuPont / earnings quality → fetch all three statements (use `--help` to find the flag that requests all statements at once).
+3. **Call CLI** (or MCP fallback). If `longbridge` not installed, fall back to MCP.
+4. **In-LLM analysis** per requested depth:
+
+   | Analysis                                      | Method                                                                                                                                      |
+   | --------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------- |
+   | **三表勾稽 / Cross-statement reconciliation** | Verify: net income (IS) ≈ change in retained earnings (BS); net income + non-cash items ≈ operating cash flow (CF); ΔCash (CF) = ΔCash (BS) |
+   | **杜邦分解 / DuPont decomposition**           | ROE = Net Margin × Asset Turnover × Equity Multiplier                                                                                       |
+   | **盈利质量 / Earnings quality**               | Accrual ratio = (Net Income − Operating CF) / Avg Total Assets; high positive ratio → earnings less cash-backed                             |
+
+5. Output structured report; cite **Longbridge Securities**; end with disclaimer.
+
+## Output template
+
+```
+{Symbol} ({code}) Financial Statements — Source: Longbridge Securities
+Period: {report_period} | Report date: {rpt_date}
+
+[Income Statement (IS)]
+- Revenue: X  YoY ±Y%
+- Gross profit / margin: X / Y%
+- Operating income: X
+- Net income: X  YoY ±Y%
+- EPS (basic / diluted): X / Y
+
+[Balance Sheet (BS)]
+- Total assets: X
+- Total liabilities: X  |  Debt-to-equity: Y%
+- Cash & equivalents: X
+- Shareholders' equity: X  |  Book value per share: Y
+
+[Cash Flow (CF)]
+- Operating CF: X
+- Investing CF: X
+- Financing CF: X
+- Free cash flow (OCF − capex): X
+
+[Cross-statement reconciliation]
+- IS→BS: Net income vs ΔRetained earnings: {match / gap of X}
+- IS→CF: Net income vs OCF bridge: {match / key non-cash items}
+- CF→BS: ΔCash: {match / gap}
+
+[DuPont decomposition]
+ROE {X%} = Net margin {Y%} × Asset turnover {Z×} × Equity multiplier {W×}
+
+[Earnings quality]
+- Accrual ratio: X% — {low / medium / high} accrual, earnings are {cash-backed / partly accrual-driven / accrual-heavy}
+
+⚠️ 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 not requested; state "data unavailable" rather than inventing.)
+
+## 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 MCP 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`.                                                                              |
+| Returns empty / no data             | "{symbol} 暂无财务报表数据（可能为新上市或未覆盖标的）。"     | "{symbol} 暫無財務報表數據。" / "{symbol} has no financial statement data (newly listed or not covered)."                                   |
+| Only one or two statements returned | 仅展示已返回的报表，注明缺失部分，不做勾稽。                  | 僅展示已返回報表，注明缺失。/ Show available statements only; note missing ones; skip reconciliation.                                       |
+| 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-fundamentals/references/financial-statement.md

@@ -0,0 +1,49 @@
+# financial-statement
+
+```
+Financial statement (income / balance sheet / cash flow) for a symbol
+
+Example: longbridge financial-statement TSLA.US --kind IS --report af Example: longbridge financial-statement 700.HK --kind BS --format json
+
+Usage: longbridge financial-statement [OPTIONS] <SYMBOL>
+
+Arguments:
+  <SYMBOL>
+          Symbol in <CODE>.<MARKET> format
+
+Options:
+      --kind <TYPE>
+          Statement type: IS (income), BS (balance sheet), CF (cash flow), ALL
+
+          [default: IS]
+
+      --report <REPORT>
+          Report period: af (annual), saf (semi-annual), qf (quarterly), cumul (cumulative)
+
+          [default: af]
+
+      --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 financial-statement --format json
+
+# See all options
+longbridge financial-statement --help
+```

package/bundled-skills/longbridge-fundamentals/references/industry-valuation.md

@@ -0,0 +1,86 @@
+# longbridge-industry-valuation
+
+Prompt-only analysis skill. Fetches Longbridge industry-valuation data to produce a cross-peer matrix, percentile ranking, and premium/discount analysis for a target stock within its industry.
+
+## CLI
+
+Run `longbridge industry-valuation --help` to verify exact flags. Call concurrently:
+
+```bash
+# Peer comparison matrix
+longbridge industry-valuation TSLA.US --format json
+
+# Percentile distribution in the industry
+longbridge industry-valuation dist TSLA.US --format json
+
+# With explicit currency normalisation (verify flag with --help)
+longbridge industry-valuation TSLA.US --currency USD --format json
+longbridge industry-valuation 700.HK  --currency HKD --format json
+longbridge industry-valuation 600519.SH --currency CNY --format json
+
+# If unsure about any flag:
+longbridge industry-valuation --help
+```
+
+## Workflow
+
+1. **Resolve symbol** to `<CODE>.<MARKET>`. Multiple unrelated sectors → run per symbol.
+2. **Call CLI concurrently**: `industry-valuation <symbol>` + `industry-valuation dist <symbol>`.
+3. If `longbridge` is not installed, fall back to MCP.
+4. **In-LLM analysis**:
+
+   | Quantity                        | Method                                                                                                                                    |
+   | ------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------- |
+   | **Industry premium / discount** | `(target PE − industry median PE) / industry median PE × 100%`                                                                            |
+   | **Percentile rank**             | Position of target in the `dist` distribution; bucket into low (<33rd) / mid (33–67th) / high (>67th pct)                                 |
+   | **Multi-metric view**           | Repeat for PB, PS, dividend yield — note when metrics diverge                                                                             |
+   | **Cross-currency caveat**       | If peers span markets (USD / HKD / CNY), flag that earnings-based ratios (PE, PB) are comparable but market-cap-based ones may reflect FX |
+
+5. **Flag cyclical industries** (energy, materials, shipping, banks, property): PE can invert near cycle peaks/troughs — add caveat.
+6. Output structured report; cite **Longbridge Securities**; end with disclaimer.
+
+## Output template
+
+```
+{Symbol} ({code}) Industry Valuation — Source: Longbridge Securities
+Industry: {industry_name}  |  Peers in sample: N  |  Currency: {currency}
+
+[Peer valuation matrix]
+| Symbol | PE (TTM) | PB | PS | Div Yield |
+|--------|---------|----|----|-----------|
+| {sym}  | {PE}    | {PB}| {PS}| {Y%}    |
+| ...    | ...     | ...|... | ...       |
+| {TARGET} ★ | {PE} | {PB} | {PS} | {Y%} |
+| Industry median | {PE} | {PB} | {PS} | {Y%} |
+
+[Industry premium / discount]
+- vs industry median PE: {TARGET} trades at {+N% premium / −N% discount}
+- vs industry median PB: {+N% / −N%}
+- vs industry median PS: {+N% / −N%}
+
+[Industry percentile rank]
+- PE percentile: {N}th  → {low / mid / high} valuation bucket
+- PB percentile: {N}th
+- Overall: {valuation characterisation}
+
+[Context]
+{1–2 sentences on why premium/discount may be justified: growth rate, margins, moat, or flag if stretched}
+
+{Cyclical caveat if applicable}
+
+⚠️ 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.
+```
+
+(State "data unavailable" for any section that returns no data; do not invent values.)
+
+## 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`.                                                                         |
+| `industry-valuation` returns empty | "{symbol} 暂无行业估值数据（可能为新上市或行业覆盖不足）。"   | "{symbol} 暫無行業估值數據。" / "{symbol} has no industry valuation data (newly listed or insufficient coverage)."                     |
+| Industry sample < 5 peers          | 注明"同业样本较少，百分位仅供参考"。                          | 注明"同業樣本不足"。/ Caveat: "industry sample sparse; percentile is indicative only."                                                 |
+| `dist` returns empty               | 跳过百分位分析，仅展示对比矩阵。                              | 跳過百分位分析。/ Skip percentile analysis; show matrix only.                                                                          |
+| Cross-currency peers               | 添加汇率差异提示，不对市值类指标做绝对比较。                  | 添加匯率差異提示。/ Flag FX differences; do not compare market-cap metrics absolutely.                                                 |
+| 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-fundamentals/references/invest-relation.md

@@ -0,0 +1,39 @@
+# invest-relation
+
+```
+Investment relations (subsidiary/parent companies)
+
+Example: longbridge invest-relation 700.HK
+
+Usage: longbridge invest-relation [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 invest-relation --format json
+
+# See all options
+longbridge invest-relation --help
+```