Organize stock holdings
Organize my Longbridge stock positions for [securities or all holdings] by account and currency. Include quantities and costs where available.
longbridge
Longbridge AI Employee
Leina connects to Longbridge to help you review holdings, check market data, and inspect orders. Ask in your team chat. Leina does the work and brings back the result.
Connect Longbridge, choose what to share, and hand off your first task.
Leina + Longbridge Example Result
You
Organize all my Longbridge stock holdings by account and currency. Include quantities and costs, and point out anything missing.
Leina
I grouped your positions by account and currency, keeping unavailable cost information separate.
Longbridge · Holdings overview
Stock holdings
Positions remain grouped in their original currencies.
- USD holdings
- AAPL.US · 20 shares · Cost per share: USD 180.00
- HKD holdings
- 0700.HK · 100 shares · Cost information unavailable
What Is a Longbridge AI Agent?
A Longbridge AI agent reads your accessible positions, orders, and market data to prepare account and research summaries.
You specify the source and the destination. Leina uses the content available to your connection and returns the result for you to review.
Longbridge
Longbridge provides investing accounts and market information across supported markets.
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Set the scope
Choose all holdings or specific securities.
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Read positions
Retrieve the accessible account position groups.
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Organize the view
Keep currencies distinct and label missing values.
What to Ask Leina to Do with Longbridge
Copy a prompt, add your details, and send it to Leina in your connected team chat.
Your next Longbridge task can start with a message.
Connect. Ask. Get the Result.
Tell Leina what you need in your team chat. Include the source, destination, and expected result.
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Connect Your Account
Connect the tools involved and give Leina access to the content it needs.
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Try a Task
Share the source material, say where the result belongs, and describe what you need.
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Check the Result
Review the result and any changes in the connected app.
Put Leina to Work in Longbridge
Hand off these everyday tasks to your AI employee.
List Securities
List Longbridge tradable securities for a market and category.
List Account Cash
List Longbridge account cash balances visible to the connected OAuth user.
List Stock Positions
List Longbridge stock positions visible to the connected OAuth user.
Get Market Temperature
Get the current Longbridge market sentiment temperature for a market.
List Market Temperature
List historical Longbridge market sentiment temperature values for a market and date range.
List Filings
List Longbridge regulatory filings and disclosure documents for a symbol.
List News
List Longbridge news articles for a symbol.
List Watchlist Groups
List Longbridge watchlist groups for the connected OAuth user.
List Cash Flow
List Longbridge account cash flow records visible to the connected OAuth user.
List Fund Positions
List Longbridge fund positions visible to the connected OAuth user.
List History Executions
List historical Longbridge execution records visible to the connected OAuth user.
Get Order Detail
Get a Longbridge order detail record by order ID.
Estimate Max Buy Quantity
Estimate the maximum Longbridge buy quantity for a security without submitting an order.
List History Orders
List historical Longbridge orders visible to the connected OAuth user.
List Today Executions
List today's Longbridge execution records visible to the connected OAuth user.
List Today Orders
List today's Longbridge orders visible to the connected OAuth user.
Market Status
Get Longbridge market trading status for supported markets.
Broker Holding
List top Longbridge broker holdings for a security.
Broker Holding Detail
Get detailed Longbridge broker holdings for a security.
Broker Holding Daily
List daily Longbridge broker holding history for a broker and security.
Ah Premium
List Longbridge A/H premium K-line records for a dual-listed security.
Ah Premium Intraday
List Longbridge intraday A/H premium records for a dual-listed security.
Trade Stats
Get Longbridge trade statistics for a security.
Anomaly
List Longbridge quote change and anomaly records.
Market Stock Events
List Longbridge market stock events.
Constituent
List Longbridge index constituents.
Finance Calendar
List Longbridge finance calendar events.
Rank Categories
List Longbridge market ranking categories.
Rank List
List Longbridge ranked securities for a market ranking category.
Short Positions
List Longbridge short interest records for a US or HK security.
Short Trades
List Longbridge short sale trade records for a US or HK security.
Short Margin
Get Longbridge short margin information for the connected account.
Option Volume
List Longbridge real-time option volume statistics for an underlying security.
Option Volume Daily
List Longbridge historical daily option volume statistics for an underlying security.
Financial Report
Get Longbridge financial report data for a security.
Financial Report Latest
Get the latest Longbridge financial report summary for a security.
Financial Report Snapshot
Get Longbridge earnings snapshot data for a security.
Financial Statement
Get Longbridge company financial statement data for a security.
Dividend
List Longbridge dividend history for a security.
Dividend Detail
Get detailed Longbridge dividend information for a security.
Forecast Eps
Get Longbridge EPS forecast data for a security.
Consensus
Get Longbridge financial consensus estimates for a security.
Valuation
Get Longbridge valuation metrics for a security.
Valuation History
List Longbridge historical valuation detail data for a security.
Valuation Rank
Get Longbridge valuation rank data for a security.
Valuation Comparison
Compare Longbridge valuation metrics between a security and optional peers.
Industry Valuation
Get Longbridge industry peer valuation comparison for a security.
Industry Valuation Dist
Get Longbridge industry valuation distribution for a security.
Industry Peers
List Longbridge industry peer securities for a security.
Company
Get Longbridge company overview and profile data for a security.
Executive
List Longbridge company executives and board members for a security.
Shareholder
List Longbridge shareholder records for a security.
Shareholder Top
List Longbridge top shareholder records for a security.
Shareholder Detail
Get Longbridge shareholder holding detail for a security and shareholder object.
Fund Holder
List Longbridge funds and ETFs holding a security.
Corp Action
List Longbridge corporate actions for a security.
Invest Relation
List Longbridge investor relations records for a security.
Operating
Get Longbridge operating metrics for a security.
Business Segments
Get Longbridge business segment data for a security.
Business Segments History
List Longbridge business segment history for a security.
Buyback
Get Longbridge buyback data for a security.
Institution Rating
Get the latest Longbridge institution analyst rating summary for a security.
Institution Rating Detail
Get Longbridge institution analyst rating detail for a security.
Institution Rating History
List Longbridge institution analyst rating history for a security.
Institution Rating Industry Rank
Get Longbridge institution rating industry rank for a security.
Institutional Views
List Longbridge institutional views for a security.
Stock Ratings
List Longbridge stock rating records for a security.
Stock Rating History
List Longbridge stock rating history records for a security.
News
List Longbridge news articles for a symbol.
Screener Indicators
List Longbridge screener indicator definitions.
Screener Search
Search Longbridge securities with screener filters.
Screener Recommend Strategies
List Longbridge recommended screener strategies.
Screener User Strategies
List Longbridge saved screener strategies for the connected user.
Screener Strategy
Get one Longbridge screener strategy by ID.
Exchange Rate
Get Longbridge exchange rates for supported currencies.
Profit Analysis
Get Longbridge portfolio profit and loss analysis summary.
Profit Analysis Detail
Get Longbridge portfolio profit and loss detail for a security.
Profit Analysis By Market
List Longbridge portfolio profit and loss analysis grouped by market.
Profit Analysis Flows
List Longbridge portfolio profit and loss flow records for a security.
Profit Analysis Sublist
List Longbridge portfolio profit and loss analysis sublist records.
More Tools for Your AI Employee
Connect the Apps your work depends on, and give Leina the context to carry the task forward.
Keep the Conversation Moving. Let Leina Pick Up the Work.
Hand off a task while your team is discussing it. Leina uses your connected tools and brings the result back to the conversation.
See How Leina Works in SlackLeinaExample Result I grouped your positions by account and currency, keeping unavailable cost information separate.
Stock holdings
Longbridge + Leina: Your Questions, Answered
Can this integration place trades?
No. It reads account and market information; the available actions do not submit trades.
Can I focus on selected holdings?
Yes. Provide the security symbols, including their market, so the assistant selects the right positions.
Make Leina Your Longbridge AI Employee
Start with one task you already need to do. Tell Leina what a finished result should look like.
Connect Longbridge, choose what to share, and hand off your first task.