majiayu000 longbridge-thesis-tracker
Checks whether an investment thesis for a given stock is intact by pulling the latest financial data, analyst revisions, news, and regulatory filings, then rendering a structured verdict.
Response language: match the user's input language — Simplified Chinese / Traditional Chinese / English.
When to use
Trigger when the user wants to validate or update a buy thesis for a position:
- "帮我检查一下 NVDA 的买入逻辑还成立吗" / "幫我追蹤一下 700.HK 的投資邏輯" / "Check if my thesis on TSLA still holds"
- "持仓理由验证", "逻辑是否还成立", "thesis intact?"
The user may provide a pre-written thesis; if not, ask for key thesis pillars (2–5 bullet points the user cares about).
Workflow
- Ask the user to state their thesis pillars if not already provided (e.g. "AI capex supercycle", "margin expansion to 30%", "China re-opening").
- Map each pillar to one or more measurable data points.
- Run CLI commands to fetch the latest evidence.
- For each pillar, render: Still intact / Weakened / Broken with supporting data.
- Overall verdict: thesis confidence score (High / Medium / Low) + recommended action.
CLI
If you're unsure of exact flag names or defaults, run
longbridge <subcommand> --helpfirst.
# Recent news and regulatory filings (catalyst/risk updates)
longbridge news <SYMBOL> --format json
# Latest income statement (revenue growth, margin trends)
longbridge financial-report <SYMBOL> --kind IS --format json
# Analyst consensus (EPS revisions, target price changes, rating)
longbridge consensus <SYMBOL> --format json
# SEC / HKEx regulatory filings (material disclosures)
longbridge filing <SYMBOL> --format json
Output
Structure the tracker output as follows:
Header: Symbol, company name, today's date, thesis check date
Thesis pillars status table:
| Pillar | Data Point | Last Value | vs Expectation | Status |
|---|---|---|---|---|
| e.g. Revenue acceleration | YoY revenue growth | +24% | >20% target | Intact |
| e.g. Margin expansion | Gross margin % | 61% | >65% target | Weakened |
Catalyst tracking:
- List of expected catalysts, whether they have materialised, and market reaction
Risk monitoring:
- Key risks flagged at thesis initiation and current status
Overall verdict:
Thesis confidence: Medium — 2 of 4 pillars intact. Core AI-driven revenue growth on track; margin expansion lagging. No thesis-breaking events in filings. Suggest hold and monitor next earnings.
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 |
not logged in / unauthorized |
请运行 longbridge auth login |
請運行 longbridge auth login / Run longbridge auth login |
| No thesis pillars provided | 请告知您的核心买入逻辑（2–5条） | 請提供核心買入邏輯 / Please state 2–5 thesis pillars |
filing subcommand unavailable |
跳过监管文件检索，标注缺失 | 跳過文件檢索，標注缺失 / Skip filing fetch, flag as missing |
| Other stderr | 原样展示错误，不重试 | 原樣展示，不重試 / Surface verbatim, no silent retry |
Related skills
| User asks | Route to |
|---|---|
| Full research snapshot | longbridge-stock-research |
| Post-earnings update | longbridge-earnings |
| News only | longbridge-news |
| Analyst consensus only | longbridge-fundamental |
| Portfolio P&L | longbridge-portfolio |
File layout
longbridge-thesis-tracker/
└── SKILL.md
Prompt-only — no scripts/. Discover the latest CLI flags via longbridge <subcommand> --help.