# Analyze and Manage Your Longbridge Portfolio

Brokerage data and portfolio decisions are difficult to review across separate screens. This skill retrieves Longbridge account data and provides structured analysis and controlled actions.

## Install

```bash
npx skillstore add longbridge/longbridge-portfolio
```

## Metadata

- Status: approved
- Slug: longbridge-longbridge-portfolio
- Version: 1.0.0
- Author version: 1.0.0
- Skillstore revision: r3
- Version status: not\_bumped
- Tree hash: e325f01b21482659991e9f6f322ef99b13e5eb7e546451a585c1ea6927256f30
- Author: longbridge
- GitHub username: longbridge
- License: MIT
- Repository: https://github.com/longbridge/skills/tree/main/skills/longbridge-portfolio
- Ref: 656be3040aef5c047555a908cd5c695d22a4a548
- Supported tools: Claude, Codex, Claude Code
- Audit status: complete
- Agent install advisory: confirmation\_required
- Manual install advisory: allowed
- Artifact signature: available
- Audit attestation: unavailable
- Human verification: not\_verified
- Risk factors: external\_commands
- Quality score: 38
- Quality tier: warning
- Public page: https://skillstore.pages.dev/skills/longbridge-longbridge-portfolio
- Manifest: https://skillstore.pages.dev/api/skills/longbridge-longbridge-portfolio/manifest

## Capabilities

- Retrieves account assets, cash flows, stock positions, fund positions, and profit information.
- Lists and exports account statements and shows linked bank-card information.
- Calculates concentration, allocation, correlation, VaR, CVaR, drawdown, Sharpe, and performance attribution.
- Builds rebalancing, risk-return, and tax-loss harvesting analyses from Longbridge data.
- Lists, previews, submits, cancels, and replaces brokerage orders after explicit confirmation.
- Lists and manages recurring investment plans with detailed previews and confirmation.

## Use Cases

- Review Personal Holdings: Inspect positions, cash, gains, concentration, and currency exposure before making portfolio decisions.
- Prepare a Risk Review: Measure drawdown, VaR, CVaR, volatility, and scenario losses for a client portfolio.
- Control Brokerage Operations: Preview and confirm orders or recurring plans while preserving an explicit record of requested parameters.

## Prompt Templates

### Show My Portfolio

```
Show my Longbridge portfolio value, cash, positions, and current profit or loss. Highlight missing data.
```

### Diagnose Portfolio Risk

```
Analyze my Longbridge holdings for concentration, sectors, currencies, factor exposure, and highly correlated positions. Explain the main risks clearly.
```

### Build a Rebalancing Plan

```
Compare my current portfolio with these target weights: [targets]. Propose trades, costs, taxes, and drift thresholds without executing anything.
```

### Review and Place an Order

```
Prepare a preview to [buy or sell] [symbol], [quantity], using [order type and price]. Wait for my explicit confirmation before execution.
```

## Limitations

- Most account data requires Longbridge authentication and Quote or Trade permissions.
- Analysis quality depends on available holdings, prices, cost basis, and historical data.
- Risk metrics use historical estimates and do not predict future losses.
- The skill provides analysis for reference and does not replace professional financial or tax advice.

## Best Practices

- Confirm the account, currency, symbol, quantity, price, schedule, and end condition before any mutation.
- Use the smallest required Longbridge permission and expose only data needed for the current request.
- Treat calculations as estimates and state assumptions, data gaps, dates, and source information.

## Anti Patterns

- Do not execute an order or recurring-plan change from an ambiguous acknowledgement.
- Do not invent missing transaction parameters, market data, cost basis, or account values.
- Do not share raw account responses, statement identifiers, or bank details beyond the requested task.

## Security Audit

- Audited at: 2026-08-08T09:47:24.458\+00:00
- Summary: All 58 static alerts are false positives caused by Markdown formatting or ordinary financial guidance; no Ruby backtick execution, system reconnaissance, or prompt injection was found. The skill still has high-impact capabilities because it can access private brokerage data and execute real-money account changes through the Longbridge CLI or discovered MCP tools.

## Stats

- Views: 0
- Downloads: 7
- Favorites: 0
- Popularity score: 0