longbridge-profit-analysis
Full account P&L analysis — simple return, time-weighted return (TWR), per-symbol attribution, and market-level breakdown — sourced from the user's Longbridge account.
Response language: match the user's input language — Simplified Chinese / Traditional Chinese / English.
When to use
- "我账户今年赚了多少", "我今年的收益率", "account P&L this year"
- "我的时间加权收益率", "TWR", "time-weighted return"
- "TSLA 这只股票我亏了多少", "holding P&L for NVDA"
- "美股账户盈亏", "profit by market", "HK market P&L"
- "帮我分析一下 Q1 业绩", "Q1 performance analysis"
- Prefer over
longbridge-portfolio when the user wants return-rate metrics (TWR eliminates cash-flow distortion) or detailed per-symbol attribution.
Workflow
- Confirm login; if not logged in, tell user to run
longbridge auth login with Trade scope.
- Identify the operation: overall P&L / per-symbol detail / by-market / custom date range.
- Extract date range from context if specified; default to YTD if not stated.
- Call CLI with
--format json; run --help if unsure about flags.
- Present: overall return %, absolute gain/loss, TWR (note: eliminates cash-flow timing distortion), top contributors, and breakdown table.
CLI
Run longbridge profit-analysis --help to verify exact flags before use.
# Overall account P&L with TWR (default: YTD or account lifetime)
longbridge profit-analysis --format json
# Custom date range
longbridge profit-analysis --start 2026-01-01 --end 2026-04-30 --format json
# Per-symbol P&L detail
longbridge profit-analysis detail TSLA.US --format json
# P&L broken down by market
longbridge profit-analysis by-market --market HK --format json
# Check available flags and subcommands
longbridge profit-analysis --help
Output
Overall P&L
| Field |
简体 |
繁體 |
English |
simple_return |
简单收益率 |
簡單收益率 |
Simple return |
twr |
时间加权收益率 |
時間加權收益率 |
Time-weighted return (TWR) |
total_profit |
总盈亏 |
總盈虧 |
Total P&L |
realized |
已实现盈亏 |
已實現盈虧 |
Realized P&L |
unrealized |
未实现盈亏 |
未實現盈虧 |
Unrealized P&L |
period |
统计期间 |
統計期間 |
Period |
TWR note: Always explain TWR briefly — "时间加权收益率消除了追加/取出资金对收益率的影响，是更客观的业绩衡量指标。" / "時間加權收益率消除了追加/取出資金對收益率的影響，是更客觀的業績衡量指標。" / "TWR removes the effect of cash flows (deposits/withdrawals), providing a purer performance measure."
Per-symbol detail
Render: symbol, market, cost basis, current value, unrealized P&L, realized P&L, total return %.
By-market
Render: market (US / HK / CN / SG), total value, P&L, return %.
End every response with:
⚠️ 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.
Error handling
| Situation |
简体 |
繁體 |
English |
command not found: longbridge |
退回 MCP；如未配置，提示安装 longbridge-terminal |
退回 MCP；如未設定，提示安裝 longbridge-terminal |
Fall back to MCP; if unavailable, ask user to install longbridge-terminal |
not logged in / unauthorized |
请运行 longbridge auth login（需要 Trade 权限） |
請執行 longbridge auth login（需要 Trade 權限） |
Run longbridge auth login with Trade scope |
| Empty result (no trade history) |
账户暂无交易记录，无法计算盈亏 |
賬戶暫無交易記錄，無法計算盈虧 |
No trade history found — cannot compute P&L |
| Invalid date range |
日期格式须为 YYYY-MM-DD，开始日期须早于结束日期 |
日期格式須為 YYYY-MM-DD，開始日期須早於結束日期 |
Date must be YYYY-MM-DD; start must precede end |
| Other stderr |
原文转达，不做静默重试 |
原文轉達，不作靜默重試 |
Relay verbatim; never retry silently |
MCP fallback
If longbridge CLI is not installed, use:
When the CLI is unavailable, fall back to the MCP server. Discover available tools from the MCP server's tool list at runtime — do not rely on hardcoded tool names.
Related skills
- Portfolio overview (value, cash share, industry mix) →
longbridge-portfolio
- Account holdings snapshot →
longbridge-positions
- Order and fill history →
longbridge-orders
- Account statements for export →
longbridge-statement
File layout
longbridge-profit-analysis/
└── SKILL.md # prompt-only, no scripts/
1---2name: longbridge-profit-analysis3description: Account-level profit and loss analysis via Longbridge Securities — simple return, time-weighted return (TWR), per-symbol P&L breakdown, and P&L by market. Supports custom date ranges. More focused on performance attribution than longbridge-portfolio. Requires login. Triggers: "盈亏分析", "账户盈亏", "时间加权收益", "TWR", "投资回报率", "持仓盈亏", "分市场盈亏", "业绩分析", "收益率分析", "盈虧分析", "賬戶盈虧", "時間加權收益", "投資回報率", "持倉盈虧", "profit analysis", "P&L analysis", "time-weighted return", "TWR", "account performance", "holding P&L", "profit by market", "investment return analysis", "我账户赚了多少", "我的亏损", "我賺了多少", "我的虧損".4license: MIT5---6
7# longbridge-profit-analysis
8
9Full account P&L analysis — simple return, time-weighted return (TWR), per-symbol attribution, and market-level breakdown — sourced from the user's Longbridge account.
10
11> **Response language**: match the user's input language — Simplified Chinese / Traditional Chinese / English.
12
13## When to use
14
15- *"我账户今年赚了多少"*, *"我今年的收益率"*, *"account P&L this year"*
16- *"我的时间加权收益率"*, *"TWR"*, *"time-weighted return"*
17- *"TSLA 这只股票我亏了多少"*, *"holding P&L for NVDA"*
18- *"美股账户盈亏"*, *"profit by market"*, *"HK market P&L"*
19- *"帮我分析一下 Q1 业绩"*, *"Q1 performance analysis"*
20- **Prefer over `longbridge-portfolio`** when the user wants return-rate metrics (TWR eliminates cash-flow distortion) or detailed per-symbol attribution.
21
22## Workflow
23
241. Confirm login; if not logged in, tell user to run `longbridge auth login` with Trade scope.
252. Identify the operation: overall P&L / per-symbol detail / by-market / custom date range.
263. Extract date range from context if specified; default to YTD if not stated.
274. Call CLI with `--format json`; run `--help` if unsure about flags.
285. Present: overall return %, absolute gain/loss, TWR (note: eliminates cash-flow timing distortion), top contributors, and breakdown table.
29
30## CLI
31
32Run `longbridge profit-analysis --help` to verify exact flags before use.
33
34```bash
35# Overall account P&L with TWR (default: YTD or account lifetime)
36longbridge profit-analysis --format json
37
38# Custom date range
39longbridge profit-analysis --start 2026-01-01 --end 2026-04-30 --format json
40
41# Per-symbol P&L detail
42longbridge profit-analysis detail TSLA.US --format json
43
44# P&L broken down by market
45longbridge profit-analysis by-market --market HK --format json
46
47# Check available flags and subcommands
48longbridge profit-analysis --help
49```
50
51## Output
52
53### Overall P&L
54
55| Field | 简体 | 繁體 | English |
56|---|---|---|---|
57| `simple_return` | 简单收益率 | 簡單收益率 | Simple return |
58| `twr` | 时间加权收益率 | 時間加權收益率 | Time-weighted return (TWR) |
59| `total_profit` | 总盈亏 | 總盈虧 | Total P&L |
60| `realized` | 已实现盈亏 | 已實現盈虧 | Realized P&L |
61| `unrealized` | 未实现盈亏 | 未實現盈虧 | Unrealized P&L |
62| `period` | 统计期间 | 統計期間 | Period |
63
64**TWR note**: Always explain TWR briefly — *"时间加权收益率消除了追加/取出资金对收益率的影响，是更客观的业绩衡量指标。"* / *"時間加權收益率消除了追加/取出資金對收益率的影響，是更客觀的業績衡量指標。"* / *"TWR removes the effect of cash flows (deposits/withdrawals), providing a purer performance measure."*
65
66### Per-symbol detail
67
68Render: symbol, market, cost basis, current value, unrealized P&L, realized P&L, total return %.
69
70### By-market
71
72Render: market (US / HK / CN / SG), total value, P&L, return %.
73
74End every response with:
75
76> ⚠️ 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.
77
78## Error handling
79
80| Situation | 简体 | 繁體 | English |
81|---|---|---|---|
82| `command not found: longbridge` | 退回 MCP；如未配置，提示安装 longbridge-terminal | 退回 MCP；如未設定，提示安裝 longbridge-terminal | Fall back to MCP; if unavailable, ask user to install longbridge-terminal |
83| `not logged in` / `unauthorized` | 请运行 `longbridge auth login`（需要 Trade 权限） | 請執行 `longbridge auth login`（需要 Trade 權限） | Run `longbridge auth login` with Trade scope |
84| Empty result (no trade history) | 账户暂无交易记录，无法计算盈亏 | 賬戶暫無交易記錄，無法計算盈虧 | No trade history found — cannot compute P&L |
85| Invalid date range | 日期格式须为 YYYY-MM-DD，开始日期须早于结束日期 | 日期格式須為 YYYY-MM-DD，開始日期須早於結束日期 | Date must be YYYY-MM-DD; start must precede end |
86| Other stderr | 原文转达，不做静默重试 | 原文轉達，不作靜默重試 | Relay verbatim; never retry silently |
87
88## MCP fallback
89
90If `longbridge` CLI is not installed, use:
91
92When the CLI is unavailable, fall back to the MCP server. Discover available tools from the MCP server's tool list at runtime — do not rely on hardcoded tool names.
93
94## Related skills
95
96- Portfolio overview (value, cash share, industry mix) → `longbridge-portfolio`
97- Account holdings snapshot → `longbridge-positions`
98- Order and fill history → `longbridge-orders`
99- Account statements for export → `longbridge-statement`
100
101## File layout
102
103```
104longbridge-profit-analysis/
105└── SKILL.md # prompt-only, no scripts/
106```
majiayu000