Skill Workshop | Golden Touch, or Top Tuition Payer? Portfolio Report is live

Skill Workshop · Issue 1 · investment tools built on Longbridge CLI

Every Skill Workshop release pulls scattered data onto one page, and compresses repetitive actions into a single prompt

Made in the workshop — help yourself

Do you know your hit rate on trades this month? Which trade contributed the most, and which one dragged you down?

Now all of that takes one sentence to your AI —「Portfolio Report」is live.

Image generated from simulated data, for illustration only

Digging through line items, working out contribution, judging whether your timing was right, recalling what you were thinking on each trade — it's a fiddly process

Now you get it all at once: P&L attribution, risk points, what worked and what didn't

Everything a review needs, on one page

Which kind of trader are you

In the report, a trader title is generated automatically from your hit rate / return / concentration / number of trades

• If you're up, you might land

The Golden Touch / All-In True Believer / Lightning Trader / Zen Mode Champion

• If you're down, you might land

Chief All-In Officer / Top Tuition Payer / Grandmaster of Never Letting Go / The Hardworking Contrarian Indicator / Certified Couch Potato

See you in the comments — let's find the best trader here

One prompt, three things at once

Tell your AI「Generate my report for this week」/「Review my holdings from last month」/「Make me a report for the past 30 days」, and you get:

🎨 Two shareable report cards, ready to download

• Card 1 · The report: headline P&L percentage + your curve vs the S&P + a one-line AI take + a mood landscape
• Card 2 · AI analysis: number of trades / hit rate / a timeline of key moments / scenario references

Each card comes with its own "Download" button, and jumps straight into posting on the community!

📄 One full written review

A long-form write-up that makes these clear:

• P&L attribution: which stock contributed most, which dragged most, and whether it came from factor exposure or from timing
• What worked and what didn't: the 2–3 trades most worth revisiting this period, each with a counterfactual analysis and a repeatable takeaway
• Risk flags: where your exposure sits, what scenarios could set it off, and the quantified range of impact
• Questions worth thinking about next: 2–3 contrasting angles for every decision point

Any time window you like — you decide

This week, last week, any month, the ten days after an FOMC meeting, or any custom range. Review whenever you feel like it; no need to wait for year-end.

Reviewing used to be a once-a-year ritual. From today, it can quietly turn into a weekly habit.

Portfolio Report · installed in 3 steps

1️⃣ Click the download link: install link, and get the ZIP

(no need to unzip — import it straight into your AI assistant)

2️⃣ Open your AI assistant, find【Skills / Plugins centre】→ click import → select the ZIP

Or simply drag the ZIP into the chat box, and it will walk you through the install.

3️⃣ Send one line —「Generate my report for this week」/「Review my holdings from last month」/「Make me a report for the past 30 days」— and the report opens automatically

Longbridge Skill · how to install:

Here's the step-by-step guide: Skill tutorial / Official install guide

🎁 Show your title, claim your reward

In the comments, share your「Portfolio Report card」or「AI analysis card」

Rewards:

• Every valid entry earns288 Task Coins
• 10 valid participants are then drawn at random, each receiving anAI Pro benefits card (30 days) worth HK$148

Event period: from now until 13 August 2026, 7:00 PM. Rewards will be distributed within 15 working days after the event ends

Skill Workshop · Issue 1 Every issue pulls scattered data onto one page and compresses repetitive actions into a single prompt. See you next time.

* Nothing in this post constitutes investment advice. Longbridge reserves the right of final interpretation.