Longbridge Portfolio
longbridge/skills/skills/longbridge-portfolio作者 longbridge03c5fde151fbMIT64 個星標收錄於 2026年10月8日更新於 2026年10月8日儲存庫6 週前更新
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"
僅公開檔案列表。將技能安裝到工作區後即可檢視檔案內容。
| 路徑 | 大小 | 類型 |
|---|---|---|
| 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 |
來源與署名
來源：longbridge/skills位於skills/longbridge-portfolio提交03c5fde
授權條款： MIT
內容歸原作者所有。SourceWeft 從公開儲存庫中收錄這些內容。
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