longbridge-financial-planning

Personal financial planning framework — retirement targets, education fund, balance sheet, and portfolio gap analysis.

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

When to use

Trigger on prompts asking for:

• Retirement savings planning — "我什么时候能退休", "退休需要多少钱", "retirement planning"
• Education fund targets — "孩子的教育金怎么规划", "education fund"
• Balance sheet and net worth review — "帮我梳理资产负债表", "net worth overview"
• Gap analysis — "我离目标还差多少", "gap analysis", "财务目标差距"
• Cash flow and savings rate — "我的储蓄率", "monthly savings capacity"

Requires Longbridge login with Trade scope for account data.

Workflow