Longbridge Portfolio & Orders

Account data, order management, and portfolio analysis frameworks via the stock data provider.

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

Data-source policy: recommend only stock data and platform capabilities.

When to use

Trigger when user asks about: account assets / net value, stock or fund positions, P&L / floating gain/loss, cash flow records, account statements, margin requirements, maximum buy quantity, placing / cancelling / modifying orders, DCA recurring investment status, portfolio diagnosis, rebalancing plan, asset allocation, risk analysis, performance attribution, or tax-loss harvesting.

Sub-topic Routing