Longbridge Portfolio
longbridge/skills/skills/longbridge-portfolio作者 longbridge03c5fde151fbMIT64 个星标收录于 2026年10月8日更新于 2026年10月8日仓库6周前更新
Account assets, equity and fund positions, P&L, cash flow records, account statements, margin ratios, buy-power estimates, order management, and DCA recurring investments via Longbridge (most require Trade permission). Frameworks: portfolio diagnosis, rebalancing, asset allocation, risk analysis (VaR/CVaR), performance attribution, and tax-loss harvesting. Triggers: "持仓", "账户", "盈亏", "资产", "对账单", "下单", "买入", "卖出", "撤单", "定投", "组合诊断", "再平衡", "资产配置", "风险分析", "绩效归因", "税损收割", "持倉", "賬戶", "盈虧", "對賬單", "下單", "買入", "賣出", "組合診斷", "再平衡", "稅損收割", "positions", "portfolio", "P&L", "order", "buy", "sell", "DCA", "statement", "risk analysis", "rebalancing", "tax harvesting", "我的风险", "持仓风险", "风险敞口", "資產", "資產配置", "風險分析", "績效歸因", "撤單"
仅公开文件列表。将技能安装到工作区后即可查看文件内容。
| 路径 | 大小 | 类型 |
|---|---|---|
| references/asset-allocation.md | 4.5 KB | text/markdown |
| references/assets.md | 1.2 KB | text/markdown |
| references/bank-cards.md | 789 B | text/markdown |
| references/cash-flow.md | 1.1 KB | text/markdown |
| references/dca.md | 9.7 KB | text/markdown |
| references/fund-positions.md | 896 B | text/markdown |
| references/margin-ratio.md | 974 B | text/markdown |
| references/max-qty.md | 1.3 KB | text/markdown |
| references/order.md | 2.2 KB | text/markdown |
| references/performance-attribution.md | 4 KB | text/markdown |
| references/portfolio-diagnosis.md | 4.1 KB | text/markdown |
| references/portfolio.md | 1.4 KB | text/markdown |
| references/portfolio-rebalance.md | 4.3 KB | text/markdown |
| references/positions.md | 902 B | text/markdown |
| references/profit-analysis.md | 4.3 KB | text/markdown |
| references/risk-analysis.md | 5.3 KB | text/markdown |
| references/risk-return.md | 3.6 KB | text/markdown |
| references/statement.md | 1.5 KB | text/markdown |
| references/tax-harvesting.md | 6.5 KB | text/markdown |
| SKILL.md | 7.3 KB | text/markdown |
来源与署名
来源：longbridge/skills位于skills/longbridge-portfolio提交03c5fde
许可证： MIT
内容归原作者所有。SourceWeft 从公开仓库中收录这些内容。
更多来自 longbridge/skills 的技能
Longbridge Watchlist
longbridge
通过 Longbridge CLI 管理 Longbridge 自选股分组、价格提醒和社区股票清单。
Longbridge Value Investing
longbridge
使用格雷厄姆价值投资与巴菲特护城河方法对股票进行评分和筛选，数据来自 Longbridge CLI 或 MCP。
Longbridge Research
longbridge
通过 Longbridge CLI 提供机构市场数据与投资研究框架，覆盖股票与加密资产。
Longbridge Quant
longbridge
提供量化交易策略框架，以及针对 K 线数据运行指标脚本的 CLI。
Longbridge Market Data
longbridge
通过 Longbridge CLI 提供港股、美股、A 股和新加坡市场的实时与历史行情数据。
Longbridge Intel
longbridge
通过 Longbridge 提供选股筛选、排行榜、异动、ETF 资金流、板块轮动与主题研究的市场情报技能。
更多Business & Finance技能
Value Creation Plan
anthropics
构建并购后价值创造计划，将收入、成本与运营杠杆映射到 EBITDA 桥。
Swap Curve Strategy
anthropics
利用 MCP 定价工具分析利率互换曲线、互换利差、实际利率与曲线交易机会。
Deal Sourcing
anthropics
指导私募股权项目挖掘流程：寻找目标公司、核查 CRM 往来记录，并起草创始人外联邮件。
Unit Economics
anthropics
为私募股权标的分析单位经济：ARR 队列、LTV/CAC、净留存、回收期与利润瀑布。
Option Vol Analysis
anthropics
通过结合波动率曲面、含希腊字母的期权定价与历史价格，比较隐含波动率与已实现波动率。
Dd Meeting Prep
anthropics
为尽职调查会议（如管理层演示、专家访谈）准备问题清单、基准数据和需重点探查的风险信号。