The Longbridge skill connects an AI agent to live financial data and portfolio management capabilities across US, Hong Kong, China, and Singapore markets. It covers several distinct data domains. For market data, the skill fetches real-time quotes, intraday price movements, and historical K-line data for stocks and crypto assets. For fundamental analysis, it retrieves hierarchical financial statements covering income statements, balance sheets, and cash flow statements, alongside analyst consensus figures and industry valuation rankings. For institutional intelligence, it tracks SEC 13F filings, insider trade disclosures via Form 4, and large-cap institutional holdings. On the content side, it aggregates symbol-specific news, regulatory filings, and community discussions to support sentiment assessment. For portfolio management, it monitors live positions, profit and loss figures, buying power, and margin requirements. The skill is described as targeting both retail investors and developers building automated trading strategies, with support noted for Python and Rust developer workflows. Because the skill pulls current data rather than relying on model training data, it is suited for tasks where recency matters, such as monitoring position exposure, checking analyst consensus before an earnings event, or reviewing recent institutional ownership changes. No tool list is exposed in the registry record, so the specific callable functions are not documented here.

Use cases

Retrieve real-time stock quotes and intraday movements for US, HK, or CN equities

Pull SEC 13F and Form 4 filings to track institutional and insider activity

Access income statement, balance sheet, and cash flow data for fundamental research

Monitor live portfolio positions, P&L, buying power, and margin requirements

Aggregate recent news and regulatory filings for a specific ticker

Compare industry valuation rankings using analyst consensus data

When to use it

When an agent needs current market prices rather than data from model training

When building workflows that require structured institutional filing data (13F, Form 4)

When portfolio monitoring or margin tracking needs to be automated

When fundamental financial statements are needed in a structured, accessible form

When not to use it

When the target markets are outside US, HK, CN, and SG

When no Longbridge account or API access is available, as the skill likely depends on that platform

When only static or historical research is needed and real-time data access is unnecessary

When the specific callable tools need to be reviewed before adoption — the registry exposes no tool list