Skill

longbridge-statement

Account statements (daily / monthly) via Longbridge Securities — list available statements and export sections (equity holdings, cash transactions, fees, etc.) as CSV or markdown for accounting, tax filing, or audit. Requires longbridge login with Trade scope. Read-only — no order placement here. Triggers: "对账单", "月结单", "日结单", "账单导出", "税务报表", "报税资料", "导出持仓", "导出交易记录", "對賬單", "月結單", "日結單", "賬單導出", "稅務報表", "報稅資料", "匯出持倉", "匯出交易紀錄", "account statement", "monthly statement", "daily statement", "export statement", "tax report", "tax filing", "statement export", "broker statement", "1099", "year-end statement".

npx claudepluginhub longbridge/skills --plugin longbridge

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This skill uses the workspace's default tool permissions.

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Account statement listing and section export — for accounting, tax filing, and audit workflows.

SKILL.md

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longbridge-statement

Account statement listing and section export — for accounting, tax filing, and audit workflows.

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

Privacy: statements contain account-level holdings, cash flow, and fees. Only return details in direct conversation.

When to use

"我最近的对账单", "上个月月结单" → statement (default = list)
"日结单", "daily statement" → statement --type daily
"月结单", "monthly statement" → statement --type monthly
"导出某月对账单 CSV", "export equity holdings" → statement export --file-key <KEY> --section <SECTION>
"报税要交易明细", "tax report data" → list first, then export the relevant section.

For trades / fills detail, prefer longbridge-orders. For live holdings / cash, prefer longbridge-positions.

Subcommands

Run longbridge statement --help and longbridge statement export --help if unsure of current flags / supported sections.

CLI command	Returns
`longbridge statement --format json`	List of available statements (alias for `statement list`)
`longbridge statement --type daily --format json`	List of recent daily statements (default 30)
`longbridge statement --type monthly --format json`	List of recent monthly statements (default 12)
`longbridge statement list --format json`	Same as the bare command
`longbridge statement export --file-key <KEY> --section <SECTION> --format json`	Export one statement section as CSV / markdown

Common flags on the parent command:

Flag	Default	Notes
`--type`	`daily`	`daily` or `monthly`
`--start-date`	30 days ago	`YYYY-MM-DD`
`--limit`	30 (daily) / 12 (monthly)	Number of records

Workflow

List first: run longbridge statement --type ... --format json to see available statements; each row includes a file-key (or similar) identifier.
Pick the statement the user wants by date.
Export the desired section: longbridge statement export --file-key <KEY> --section <SECTION>. Confirm the filesystem location with the user before writing if the CLI streams to a path.
Surface the export path and section names; do not paraphrase or regenerate the contents — these are accounting source documents.

OAuth scope

Account statements require Trade scope. If unauthorized shows up, tell the user to:

longbridge auth logout && longbridge auth login

and re-tick "Trade" during the OAuth flow.

CLI examples

# List last 30 daily statements
longbridge statement                                                --format json

# List last 12 monthly statements
longbridge statement --type monthly                                 --format json

# Custom date window
longbridge statement --type daily --start-date 2026-01-01 --limit 90 --format json

# Export the equity-holdings section of one statement
longbridge statement export --file-key <KEY> --section equity_holdings --format json

Available --section values vary by statement type and account. Run longbridge statement export --help for the canonical list before guessing.

Output

list mode: array of statement metadata rows (date, type, file-key, etc.).
export mode: written-file path or inline CSV / markdown payload, depending on CLI version.

When summarising, give a small table of dates + keys; never re-format the section contents themselves.

Error handling

Situation	LLM response
Shell `command not found: longbridge`	Fall back to MCP if configured; otherwise tell the user to install longbridge-terminal.
stderr contains `not logged in` / `unauthorized`	Tell the user to run `longbridge auth logout && longbridge auth login` and tick "Trade" scope.
stderr `not_found` on export	Re-run the `list` step to confirm the `file-key`.
Empty list	"No statements available in the requested window — try widening `--start-date` or switching `--type`."
Other stderr	Surface verbatim — never silently retry.

MCP fallback

CLI subcommand	MCP tool
`statement` / `statement list`	`mcp__longbridge__statement_list` (or fall back via the equivalent MCP tool)
`statement export`	`mcp__longbridge__statement_export` (or fall back via the equivalent MCP tool)

If the exact MCP names differ, the CLI is the canonical path.

Related skills

User asks	Route to
Live holdings / cash balance	`longbridge-positions`
Today / historical orders / fills	`longbridge-orders`
Account-level P&L analysis	`longbridge-portfolio`
Multi-currency conversion for the statement	`longbridge-fx`

File layout

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