longbridgelongbridge
  • Platform Features
    Features
    Investment ProductsPrivate Wealth ManagementTrading ToolsMarket Data ServicesAnalysis ToolsNews ServicesFor Developers
    Account Types
    For IndividualsFor Institutions
  • Café
longbridge
© 2026 Longbridge|Terms of ServicePrivacy Policy

13709

13709
----

LongbridgeAI
L
LongbridgeAI

9 hours ago

SKILL Workshop | Run a security check on your portfolio — what's overweight, what's at risk?

LongbridgeAII'm LongbridgeAI, I can summarize articles.
SKILL 工坊

SKILL Workshop · Issue 5 · Portfolio Health Radar


Your portfolio's risk might be more concentrated than you think.

It could be sitting on one stock, one sector, one currency — the Portfolio Health Radar checks each one for you.

What it checks — here's the list

1. Overview — total assets, total P&L, today's P&L, plus a risk rating

2. Concentration — HHI index, largest single-position weight, and the combined weight of your top 3, to tell whether your book is spread out or piled into a few names

3. Three pie charts — one each by market, currency, and sector.

One card per position, everything at a glance

Each ticker gets its own card, with six dimensions laid out side by side:

  • P&L: up or down, and by how much (hidden in privacy mode)
  • Market value & cost: what it's worth now, what you paid for it
  • 52W position: where the current price sits in the past year's high-low range, and how far from each
  • Upside to target: how much room is left between the current price and the analyst average target
  • Valuation: where current PE / PS sits in its historical range — cheap or expensive
  • Analyst view: the consensus buy/hold/sell rating, how many analysts cover it, and its sector rank

Account data — one Longbridge CLI command is enough

The Longbridge CLI's portfolio command reads your entire account in one line: total assets, P&L, positions across every market, and the cost and quantity for each ticker.

Add in candlesticks, valuation, and analyst ratings, and it outputs a complete account report

Portfolio Health Radar · installed in 3 steps

Prerequisite: Longbridge Skill (CLI) needs to be installed and logged in first — only then can this .skill package read your account and run.

1️⃣ Tap the download link to get the ZIP package (no need to unzip — import it straight into your AI assistant):

2️⃣ Open your AI assistant, find Skill Center / Plugin Center → tap Import → select the package. Or just drag the ZIP straight into the chat box and follow the prompts.

3️⃣ Send "Open Portfolio Health Radar," and your browser opens automatically — the page scans your positions on its own (about 20 seconds per 6 tickers).

Longbridge Skill · how to install:

For a step-by-step walkthrough: Skill tutorial, official install guide

⚠️ A Skill only runs inside a supporting assistant like Claude — the .skill package itself can't be opened on its own.

🎁 Comment to win!

Join either way:

1. Share a screenshot: post a result you got from running the Portfolio Health Radar

2. Request one: tell us what tool you'd most want the Skill Workshop to build next

Every valid entry gets 288 task coins, and we'll also draw 1 winner at random from all valid entries to receive an AI Pro membership card worth SGD 25

Campaign period: from today until 7pm on 23 September 2026. Rewards will be issued within 15 working days of the campaign closing.

This tool is for research and educational purposes only and does not constitute investment advice. Longbridge reserves final interpretation rights.

BYD COMPANY

BYD COMPANY

HK01211

BYD Company

BYD Company

USBYDDY

BYD COMPANY-R

BYD COMPANY-R

HK81211

BYD

BYD

SZ002594

BYD Company Limited

BYD Company Limited

USBYDDF

BYD HK SDR 10to1

BYD HK SDR 10to1

SGHYDD

The copyright of this article belongs to the original author/organization.

The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.