Prompt-only analysis skill. Screens an index constituent universe for stocks meeting value criteria (low PE/PB, high ROE, reasonable dividend yield), ranks candidates by composite value score, and presents a shortlist with rationale.
Response language: match the user's input language — Simplified Chinese / Traditional Chinese / English.
When to use
- "Help me screen for undervalued good stocks" / "Screen for undervalued good stocks" / "screen for undervalued stocks"
- "Value investing stock selection" / "Value investing stock selection" / "value investing stock screen"
- "What good companies in A-shares have low PE and low PB" / "A-share low PE low PB good companies" / "low PE low PB A-shares"
- "Undervalued stocks in Hong Kong stocks" / "Undervalued stocks in Hong Kong stocks" / "undervalued HK stocks"
- "Companies with a high margin of safety" / "Companies with a high margin of safety" / "stocks with high margin of safety"
Workflow
- Identify universe: ask user for market (A-share / HK / US) and an index as screening pool (e.g. CSI 300, HSI, S&P 500).
- Fetch constituent list from the chosen index.
- For each constituent (up to 50 per batch), fetch valuation and financial KPIs concurrently.
- Apply value filters and score each stock.
- Present top candidates with supporting data.
CLI
Run longbridge <subcommand> --help to verify exact flags before calling.
# Step 1: get constituent list (JSON key is "stocks", not "list")
longbridge constituent <INDEX> --format json
# Examples: 000300.SH (CSI300), HSI.HK, SPX.US, IXIC.US
# Step 2: for each constituent symbol (run concurrently, batch of ≤20 at a time)
longbridge calc-index <SYMBOL> --format json # PE, PB, ROE, dividend yield, market cap
longbridge valuation <SYMBOL> --format json # current snapshot + historical percentile
longbridge dividend <SYMBOL> --format json # dividend history and yield
Value Screening Criteria
Apply the following filters (user can adjust thresholds):
| Criterion | Default threshold | Rationale |
|---|---|---|
| PE (TTM) | < 20 (A/HK); < 25 (US) | Below market average |
| PB | < 2.0 | Below book value or modest premium |
| ROE | > 10% | Profitability quality gate |
| Dividend yield | > 2% (optional) | Shareholder return signal |
| PE historical percentile | < 50th pct (if available) | Below own history |
| Gross margin | > 20% (if available) | Business quality filter |
Composite value score = equal-weight rank across (PE rank asc, PB rank asc, ROE rank desc, dividend yield rank desc). Higher score = better value candidate.
Cyclical-industry caveat: for energy, steel, banks, shipping — low PE near a cycle peak may not signal undervaluation. Flag these and suggest using PB or dividend yield as primary metric.
Output template
Value Screen — <INDEX> (<N> stocks screened) Source: Longbridge Securities
Date: <today> Filters: PE<20, PB<2, ROE>10%
Rank Symbol Name PE PB ROE Div.Yield Score Note
1 <SYM> <Name> <N> <N> <N>% <N>% <N>/10
2 ...
...
(top 10 candidates)
[Interpretation]
- Top pick: <symbol> — <brief rationale>
- Key risk: <e.g. sector concentration, cyclical exposure>
⚠️ 筛选结果仅供参考，不构成投资建议。/ 篩選結果僅供參考，不構成投資建議。/ Screening results are for reference only. Not investment advice.
Error handling
| Situation | Reply in Simplified Chinese | Reply in Traditional Chinese | English reply |
|---|---|---|---|
command not found: longbridge |
Fall back to MCP; if that is also unavailable, please install longbridge-terminal | Fall back to MCP; if that is also unavailable, please install longbridge-terminal | Fall back to MCP; if unavailable, install longbridge-terminal. |
| No index specified | Please specify the index to screen, such as CSI 300, Hang Seng Index, S&P 500 | Please specify the index to screen, such as CSI 300, Hang Seng Index, S&P 500 | Please specify an index, e.g. CSI 300, HSI, or S&P 500. |
| constituent returns empty | Failed to retrieve the constituent stock list, please check the index code | Failed to retrieve the constituent stock list, please check the index code | Cannot fetch constituent list; check index symbol. |
| calc-index missing fields | Skip this instrument and mark the data as missing | Skip this instrument and mark the data as missing | Skip symbol; note data gap. |
MCP fallback
If longbridge CLI is not installed, use MCP tools:
When the CLI is unavailable, fall back to the MCP server. Discover available tools from the MCP server's tool list at runtime — do not rely on hardcoded tool names.
MCP setup: claude mcp add --transport http longbridge https://openapi.longbridge.com/mcp (quote scope).
Related skills
- Deep valuation analysis (single stock) →
longbridge-valuation - High-dividend screen →
longbridge-dividend-screen - Peer comparison →
longbridge-peer-comparison - Fundamentals deep-dive →
longbridge-fundamental
File layout
longbridge-value-screen/
└── SKILL.md # prompt-only, no scripts/