longbridge-earnings

Earnings Update Skill

Response language: match the user's input language — Simplified Chinese / Traditional Chinese / English. Both the DOCX report body and the in-chat summary follow the user's language; chart labels, axis titles, and file names always stay in English.

When to Use

Trigger	Example
Post-earnings analysis	"Analyze TSLA.US latest earnings" / "帮我分析腾讯最新财报"
Specific quarter update	"Tencent Q4 2024 earnings update" / "业绩更新"
Quarterly results	"Q1/Q2/Q3/Q4 results for [company]"

Do not trigger if: user wants an initiation report.

Data Sources

Priority: CLI (primary) → Web Search (supplement)

Use the Longbridge CLI for all market data. Before using any command, run longbridge <command> --help to check available options — the CLI is updated frequently.

CLI + Python pattern: prefer reading from a file over piping into python3 -c. Multi-line JSON with embedded quotes can hit shell-quoting edge cases (especially under zsh's -c argument handling), so the safer pattern is:

longbridge institution-rating 700.HK --format json > /tmp/rating.json
python3 -c "import json; d = json.load(open('/tmp/rating.json')); print(d)"

If you do prefer pipes, use a heredoc-fed Python script (python3 <<'PY' ... PY) or save to a file and run a .py file.

CLI docs: https://open.longbridge.com/zh-CN/docs/cli/ MCP endpoint: https://openapi.longbridge.com/mcp

Key CLI entry points for earnings analysis:

Data Needed	CLI Entry Point
Filings & reports	longbridge filing --help
Financial statements	longbridge financial-report --help
Analyst consensus & estimates	longbridge consensus --help
Quote & valuation metrics	longbridge quote --help / longbridge calc-index --help
Price history	longbridge kline --help
Analyst ratings	longbridge institution-rating --help
News	longbridge news --help

Web Search supplements for content not in CLI: consensus estimates vintage, earnings call transcripts, M&A precedent data.

Execution Workflow

Step 1 — Identify reporting period Use longbridge filing --help to find the latest quarterly or annual filing. Confirm the period with the user before proceeding.

Step 2 — Collect data & analyze See references/workflow.md

Step 3 — Update valuation See references/valuation-methodologies.md

Step 4 — Generate DOCX report See references/report-structure.md

Step 5 — Output conversation summary See references/summary-card-spec.md

Output

1. DOCX report: [SYMBOL]_Q[N]_[YEAR]_Earnings_Update.docx (8-12 pages, 8-12 charts)
2. Conversation summary: 8-module structured output directly in chat

IMPORTANT: Do NOT append a Sources section or reference links to the conversation output. All citations belong in the DOCX only.

MCP fallback

If the local longbridge CLI is unavailable (command not found: longbridge) and the user has run claude mcp add --transport http longbridge https://openapi.longbridge.com/mcp, the same data is reachable through MCP. Subcommand → MCP tool mapping:

CLI subcommand	MCP tool
longbridge filing	mcp__longbridge__filings (and related filing tools)
longbridge financial-report	mcp__longbridge__financial_report
longbridge consensus	mcp__longbridge__consensus
longbridge forecast-eps	mcp__longbridge__forecast_eps
longbridge quote	mcp__longbridge__quote
longbridge calc-index	mcp__longbridge__calc_indexes
longbridge kline	mcp__longbridge__candlesticks / history_candlesticks_by_offset / history_candlesticks_by_date
longbridge institution-rating	mcp__longbridge__institution_rating
longbridge news	mcp__longbridge__news

MCP-only extras worth pulling in for Step 3 valuation:

• mcp__longbridge__valuation_history — historical PE/PB time series for percentile context
• mcp__longbridge__industry_valuation_dist — industry-relative position
• mcp__longbridge__profit_analysis / profit_analysis_detail — only if the user wants a portfolio-level P&L view alongside the single-name update

Related skills

This skill is the heaviest in the family (institutional-grade 8–12 page DOCX). For lighter or differently-framed asks, defer to a sibling:

User asks for ...	Use
Historical PE/PB percentile, "is X expensive vs its own history / industry?"	longbridge-valuation
5-dimension KPI overview (revenue / margins / ROE / dividend / consensus) without a DOCX deliverable	longbridge-fundamental
Cross-symbol matrix, "X vs Y vs Z"	longbridge-peer-comparison
Classified news + filings + community sentiment for a single name	longbridge-news
Daily incremental briefing across the user's watchlist	longbridge-catalyst-radar
Live quote / valuation indices	longbridge-quote

If the user wants the full earnings DOCX plus one of the above (e.g. "earnings update on TSLA and how it compares to Ford"), do this skill first, then chain to the other.

Reference Files

File	Contents	When to Read
workflow.md	Data collection steps, beat/miss framework, segment/margin/guidance analysis	Before analysis
valuation-methodologies.md	DCF, trading comps, precedent transactions — full methodology	During valuation
report-structure.md	Page-by-page DOCX templates, table and chart formatting, citation rules	Before generating report
summary-card-spec.md	8-module conversation summary format with examples	When outputting summary
best-practices.md	Quality checklist, common mistakes, headline examples	Quality check