longbridge-positions

longbridge-positions

Read-only account snapshot — what the user holds, how much cash, what they can buy/sell, and per-symbol margin ratios.

Response language: match the user's input language — Simplified Chinese / Traditional Chinese / English.

Privacy: the data here is the user's private account state. Only return detailed numbers in direct conversation; if you suspect screen-sharing or third-party observation, confirm before showing exact figures.

Subcommands

Run longbridge <subcommand> --help to confirm current flags / defaults if anything below seems off.

CLI command	Returns
longbridge portfolio --format json	Combined view: total assets, P/L, intraday P/L, holdings, and cash breakdown. Single call — useful for "account snapshot" questions.
longbridge positions --format json	Stock holdings array.
longbridge fund-positions --format json	Fund holdings array.
longbridge assets [--currency USD|HKD|CNY|SGD] --format json	Net assets, cash, buy power, margins; per-currency breakdown in cash_infos.
longbridge margin-ratio <SYMBOL> --format json	Initial / maintenance / forced-liquidation factors for a symbol.
longbridge max-qty <SYMBOL> --side buy|sell [--price <p>] [--order-type LO|MO|ELO|ALO] --format json	Estimated max purchasable / sellable quantity (cash vs margin).

When to use

• "我的持仓", "我有什么股票", "我的持倉" → positions
• "账户余额", "我有多少美金 / 港币", "current USD balance" → assets --currency USD
• "我的基金持仓" → fund-positions
• "NVDA 我能买多少股", "how many TSLA can I buy" → max-qty <SYMBOL> --side buy --price <current> (limit) or --order-type MO (market)
• "茅台保证金率" → margin-ratio 600519.SH
• "看一下我的账户全貌", "account snapshot" → portfolio (one call gives total assets + P/L + holdings + cash)
• "我的浮盈" → portfolio already includes intraday P/L; otherwise positions + chain to longbridge-quote for live last price

max-qty workflow

1. Limit order (default LO): first call longbridge quote <SYMBOL> --format json for the current last price → pass it as --price.
2. Market order: skip price; pass --order-type MO.
3. The response includes cash_max_qty (cash only) and margin_max_qty (with financing). Always disclose both numbers and remind the user that financing carries interest cost + forced-liquidation risk.

CLI

longbridge portfolio                                                  --format json
longbridge positions                                                  --format json
longbridge fund-positions                                             --format json
longbridge assets --currency USD                                      --format json
longbridge margin-ratio TSLA.US                                       --format json
longbridge max-qty TSLA.US --side buy --price 250                     --format json

Output

• portfolio: combined object with total assets, P/L, intraday P/L, holdings list, cash breakdown.
• positions / fund-positions: array of holding rows.
• assets: per-currency cash_infos array plus net-assets / buy-power / margin fields.
• margin-ratio: {im_factor, mm_factor, fm_factor}.
• max-qty: {cash_max_qty, margin_max_qty}.

OAuth scope

Requires the trade scope on the OAuth token. If the token lacks it, both CLI and MCP fail with unauthorized / not in authorized scope. Tell the user to re-authorise: longbridge auth logout && longbridge auth login (and tick "Trade" in the browser).

Error handling

If longbridge is missing, fall back to MCP. If stderr contains unauthorized / not in authorized scope, the OAuth token lacks trade scope — guide the user through re-auth (see "OAuth scope" above). Other stderr messages relay verbatim.

MCP fallback

CLI subcommand	MCP tool
portfolio	merge stock_positions + fund_positions + account_balance (no combined MCP tool)
positions	mcp__longbridge__stock_positions
fund-positions	mcp__longbridge__fund_positions
assets	mcp__longbridge__account_balance
margin-ratio	mcp__longbridge__margin_ratio
max-qty	mcp__longbridge__estimate_max_purchase_quantity

MCP-only extensions: mcp__longbridge__profit_analysis / profit_analysis_detail (P/L analysis), mcp__longbridge__exchange_rate (currency conversion). For "how is my P&L this month?" route to longbridge-portfolio.

Related skills

• Orders / executions / cash flow → longbridge-orders
• Watchlist (read) → longbridge-watchlist
• Account-level P&L analysis → longbridge-portfolio

File layout

longbridge-positions/
└── SKILL.md          # prompt-only, no scripts/