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longbridge-sector-monitor

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Sector rotation continuous monitoring via Longbridge — 6–12 month trend tracking across economic cycles (recovery / overheating / stagflation / recession), identifies leading sectors per cycle phase (recovery→consumer discretionary/financials, overheating→energy/materials, stagflation→healthcare/staples, recession→utilities/bonds), and outputs sector allocation recommendations. Differs from longbridge-sector-rotation which gives a point-in-time snapshot. Triggers: "行业监控", "板块监控", "行业跟踪", "经济周期", "顺周期", "逆周期", "行业配置", "周期行业", "防御行业", "行业仓位", "行業監控", "板塊監控", "行業追蹤", "經濟週期", "順週期", "逆週期", "行業配置", "週期行業", "防禦行業", "sector monitor", "sector tracking", "economic cycle", "defensive sector", "cyclical sector", "sector allocation", "late cycle", "early cycle", "sector positioning".

QUICK START

How to use this skill

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Prompt to paste
I want to install this Agent Skill for this project in Codex.

Source SKILL.md: https://github.com/majiayu000/claude-skill-registry/blob/HEAD/skills/analysis/longbridge-sector-monitor/SKILL.md

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Copying this prompt does not install or run the skill. Review third-party files before use. Codex skill guide

longbridge-sector-monitor

Prompt-only analysis skill. Tracks sector rotation over 6–12 months by locating the current economic cycle phase and mapping it to historically favoured sectors. Provides ongoing allocation recommendations rather than a point-in-time snapshot.

Response language: match the user's input language — Simplified Chinese / Traditional Chinese / English.

When to use

  • "当前经济周期在哪个阶段", "where are we in the economic cycle", "當前經濟週期在哪個階段"
  • "行业配置建议", "sector allocation recommendation", "行業配置建議"
  • "现在应该超配哪些行业", "which sectors to overweight now"
  • "防御性板块 vs 顺周期板块", "defensive vs cyclical sectors"
  • "行业轮动跟踪", "sector rotation tracking over 6 months"

For a quick point-in-time sector strength ranking use longbridge-sector-rotation. For single-stock capital flow use longbridge-capital-flow.

Economic cycle framework

Phase阶段Key macro signalsFavoured sectors
Recovery / 复苏GDP turning up, unemployment falling, rates lowConsumer discretionary, Financials, Real estate
Overheating / 过热GDP above trend, inflation rising, rates risingEnergy, Materials, Industrials
Stagflation / 滞涨Growth slowing, inflation still highHealthcare, Consumer staples, Utilities
Recession / 衰退GDP contracting, unemployment risingUtilities, Consumer staples, Government bonds proxy

CLI

Run longbridge <subcommand> --help to verify exact flags before use:

# Index constituents to identify sector universe
longbridge constituent <INDEX> --format json

# 120-day kline for sector ETFs / indices (trend tracking)
longbridge kline <SECTOR_ETF> --period day --count 120 --format json

# Capital flow for individual sector symbols
longbridge capital <SYMBOL> --flow --format json

# If unsure about flags:
longbridge constituent --help
longbridge kline --help
longbridge capital --help

Workflow

  1. Clarify scope — market (A-share / HK / US) and horizon (6-month / 12-month). Default: A-share, 6-month.
  2. Select sector proxies:
    • A-share: 申万一级行业指数 (e.g. 801750.SH IT, 801780.SH Financials, 801730.SH Utilities)
    • US: SPDR ETFs (XLK.US, XLF.US, XLE.US, XLV.US, XLY.US, XLP.US, XLU.US, XLB.US)
    • HK: HSI sector sub-indices or representative ETFs
  3. Fetch 120-day kline for each sector proxy: 
    longbridge kline <SECTOR> --period day --count 120 --format json
  4. Compute trend metrics in-LLM:
    • 20d, 60d, 120d returns for each sector
    • Trend direction: 20d MA vs 60d MA (above = uptrend)
  5. Fetch capital flow for top and bottom 3 sectors by 60d return: 
    longbridge capital <SECTOR> --flow --format json
  6. Locate economic cycle phase using trend patterns and macro context provided by the user (or inferred from sector behaviour):
    • Broad market trend + sector leadership pattern → infer phase
  7. Map to allocation recommendation: overweight sectors favoured in current phase; underweight laggards.
  8. Output monitoring report; cite Longbridge Securities; end with disclaimer.

Output

Sector Monitor Report — Source: Longbridge Securities
Market: {market}  |  Horizon: {6M / 12M}  |  Date: {date}

[Economic cycle positioning]
Current phase estimate: {Recovery / Overheating / Stagflation / Recession}
Basis: {trend patterns, sector leadership, user-provided macro context}

[Sector trend table (120-day window)]
Sector            | 20d Ret | 60d Ret | 120d Ret | Trend    | Capital Flow
──────────────────|---------|---------|----------|----------|--------------
{Sector A}        | +X%     | +Y%     | +Z%      | Uptrend  | Net inflow
{Sector B}        | ...
...

[Allocation recommendation]
Overweight:  {Sector 1}, {Sector 2}  — favoured in {phase} phase
Neutral:     {Sector 3}, {Sector 4}
Underweight: {Sector 5}, {Sector 6}  — typically lag in {phase} phase

[Cycle transition watch]
Next likely phase: {phase}  |  Trigger signals to watch: {signals}

⚠️ 以上分析仅供参考，不构成投资建议。/ 以上分析僅供參考，不構成投資建議。/ For reference only. Not investment advice.

Error handling

Situation简体中文回复繁體中文 / English
command not found: longbridge回退到 MCP；如 MCP 也不可用，请安装 longbridge-terminal。回退到 MCP；如也不可用，請安裝 longbridge-terminal。/ Fall back to MCP; if also unavailable, install longbridge-terminal.
stderr not logged in请运行 longbridge auth login 登录。請執行 longbridge auth login。/ Run longbridge auth login.
kline returns < 60 bars趋势分析退化为可用历史，注明数据长度不足。趨勢分析退化為可用歷史，注明數據長度不足。/ Degrade to available history length; note limitation.
Other stderr直接显示原始错误，不静默重试。顯示原始錯誤。/ Surface verbatim — do not retry silently.

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

  • Point-in-time sector strength snapshot → longbridge-sector-rotation
  • Single-stock capital flow → longbridge-capital-flow
  • Index constituents → longbridge-constituent
  • Market temperature & trading session → longbridge-market-temp

File layout

longbridge-sector-monitor/
└── SKILL.md   # prompt-only, no scripts/