Changelog

2026-05-22 ​

CLI v0.22.0 ​

  • shareholder --top — Top-20 major shareholders (institutions, individuals, insiders) with multi-period comparison; --object-id <id> for single shareholder holding history and trade details
  • short-positions — Extended to HK market (.HK auto-routes to HKEX short-position data), unified with US FINRA interface
  • short-trades — Daily short sale volume (US: FINRA/NASDAQ; HK: HKEX disclosure data)
  • compare — Multi-stock valuation comparison (PE/PB/PS/market-cap/close); server auto-selects peers when no comparison symbols given
  • top-movers — Stocks whose price exceeds the 20-day standard deviation, with correlated news; supports --market, --sort time|change|hot
  • screener command group — Stock screener: strategies (recommended/saved), search --strategy-id <id> or --filter key:min:max, indicators to list available filters
  • rank — Popularity leaderboard; list all categories without --key, or pass --key <key> (e.g. ib_hot_all-us)
  • MCP server updated with the same new tools

SDK v4.2.0 ​

  • FundamentalContext — shareholder_top, shareholder_detail, valuation_comparison
  • QuoteContext — short_positions unified for US and HK; new short_trades
  • MarketContext — top_movers, rank_categories, rank_list
  • New ScreenerContext — screener_recommend_strategies, screener_user_strategies, screener_strategy, screener_search, screener_indicators
  • Languages: Rust / Python / Node.js / Java / C / C++ / Go

2026-05-15 ​

CLI v0.21.0 ​

  • industry-rank — industry ranking by market (US/HK/CN/SG); pairs with industry-peers to explore the full competitive tree for any sector
  • industry-peers — sub-sector tree showing stock count, daily change, and YTD change per node
  • business-segments — revenue breakdown by business segment, current period or historical trend
  • financial-report snapshot — AI-generated earnings summary with beat/miss analysis vs consensus estimates
  • institution-rating --views — month-by-month buy/hold/sell distribution to track how analyst sentiment shifts over time
  • MCP server updated with the same new capabilities (133 tools total)

2026-05-13 ​

SDK v4.1.0 ​

  • 7 new context types, 66 methods — FundamentalContext (20 methods: financial reports, analyst ratings, dividends, EPS forecasts, consensus estimates, valuation), MarketContext (9 methods: market status, broker holdings, A/H premium, trade stats), CalendarContext (7 methods: earnings / dividends / splits / IPO calendar), PortfolioContext (5 methods: exchange rates, P&L analysis), AlertContext (4 methods: price alerts), DCAContext (12 methods: DCA plans lifecycle), SharelistContext (9 methods: community sharelists)
  • QuoteContext — 4 new methods: short_positions, option_volume, option_volume_daily, update_pinned
  • ContentContext — new topic_detail and topic reply methods
  • Rust SDK — Config::header() to inject custom HTTP/WebSocket headers
  • Parameters now use typed enums instead of raw integers; monetary fields use Decimal type

Docs ​

  • Sidebar restructured: News & Contents section consolidates News, Topics, and Sharelist; Quote Watchlist replaces Individual; Appendix replaces Socket Feed (collapsed by default)
  • Fundamental and News & Contents sections added to the docs overview

2026-05-08 ​

CLI v0.20.0 ​

  • ipo command group — comprehensive IPO tools for HK (subscriptions, wait-listing, listed, calendar, detail, orders, profit-loss) and US markets (us-subscriptions, us-wait-listing, us-listed)
  • financial-statement — detailed hierarchical financial statements (IS/BS/CF) with YoY comparison; financial-report --latest for key indicator summary
  • valuation-rank — daily PE/PB/PS industry percentile rank over a date range
  • institution-rating --history / --industry-rank — analyst rating history and industry-wide analyst coverage ranking
  • news search / topic search — keyword search across news and community topics
  • bank-cards, withdrawals, deposits — account management commands for linked cards and transaction history
  • portfolio short-margin — short-selling margin deposit details per position

2026-05-05 ​

CLI v0.19.2 ​

  • finance-calendar revamp — restructured into subcommands: report, dividend, split, ipo, macrodata, closed; new --filter watchlist|positions scopes events to your watchlist or holdings
  • TUI enhancements — full mouse support; chart type toggle (line / candlestick) in stock detail view
  • quote — new "Last Chg%" column; corp-action defaults to 30 items with --all for full list; update --force skips version check

2026-04-30 ​

CLI v0.19.0 ​

  • TUI: History orders + cancel/modify — Tab on the Orders page switches between Today and History; c/m cancel or modify active orders in-terminal
  • auth status quote packages — displays subscribed quote packages and a QR code to the quote mall
  • quant run — run indicator scripts server-side against historical K-line data
  • calc-index field aliases — short aliases (iv, oi, vol, mktcap, exp, strike) and improved grouped --help

2026-04-28 ​

CLI v0.18.0 ​

  • TUI Orders page — interactive orders table with trading shortcuts and order entry dialog for in-terminal trading
  • dividend enhancements — --page pagination and --year filter; 50 records per page (up from 30)

2026-04-24 ​

CLI v0.17.4 ​

  • --limit alias — all --count parameters now accept --limit as an alias (AI agent tool-calling compatibility)
  • Fix: Unix self-update — longbridge update no longer fails with ETXTBUSY on Unix

2026-04-22 ​

CLI v0.17.3 ​

  • Fix: token refresh hang — expired access token on a flaky network now fails immediately with a clear error; token file preserved for next retry
  • auth status — now shows three states: valid / refresh pending (auto-refreshes) / expired (was two states, refresh pending previously shown as expired)
  • Fix: --auth-code login + Windows browser URL — browser OAuth flow fixed when no token exists; Windows URL truncation on & parameters fixed

2026-04-20 ​

CLI v0.17.1 ​

  • completion command — shell tab-completion for bash, zsh, fish, elvish, and powershell
  • Sets User-Agent: longbridge-cli/<version> and adds x-cli-cmd header on all API requests

2026-04-17 ​

CLI v0.17.0 ​

  • dca — full recurring investment lifecycle: create plans (daily/weekly/fortnightly/monthly), pause/resume/stop, view trade history, check symbol eligibility, and calculate next trade date
  • sharelist — browse and manage community stock lists; discover trending sharelists with popular
  • short-positions — US stock short interest data: short ratio, days-to-cover, and share counts (FINRA bi-monthly)
  • option volume — real-time call/put volume and put/call ratio; daily subcommand for historical data
  • option chain fix: without --date now lists expiry dates (not strikes)

2026-04-16 ​

CLI v0.16.3 ​

  • auth subcommand group — longbridge auth login / auth logout / auth status; new auth status shows token validity, expiry, and account info locally without network
  • alert enable / alert disable — toggle alerts on/off without deleting them
  • Fix: US index symbols — .DJI.US, .VIX.US now parse correctly; US indexes require a leading dot
  • "Did you mean?" hints — symbol format suggestions when a query returns no data

2026-04-13 ​

CLI v0.16.0 ​

  • 21+ new commands — company, executive, industry-valuation, operating, corp-action, invest-relation, constituent, market-status, broker-holding, ah-premium, trade-stats, anomaly, alert, profit-analysis
  • profit-analysis — full P&L analysis: summary, per-stock breakdown, individual stock detail with transaction flows, and market-filtered views
  • update — cross-platform self-update with Windows support and CDN acceleration; --release-notes to view changelog
  • intraday --date — historical intraday data for a past date

2026-04-09 ​

CLI v0.15.0 ​

  • portfolio command — total P/L, asset distribution by market, holdings, and cash balances

  • investors command — active fund manager rankings from SEC 13F data; view any investor's holdings by CIK with live prices

    $ longbridge investors
| #  | name                                        | AUM      | period      | cik        |
|----|---------------------------------------------|----------|-------------|------------|
| 1  | Capital International Investors             | $637.97B | 31-DEC-2025 | 0001562230 |
| 2  | Capital Research Global Investors           | $541.73B | 31-DEC-2025 | 0001422848 |
| 3  | CTC LLC                                     | $404.44B | 31-DEC-2025 | 0001445893 |
| 4  | BERKSHIRE HATHAWAY INC                      | $274.16B | 31-DEC-2025 | 0001067983 |
| 5  | DODGE & COX                                 | $185.26B | 31-DEC-2025 | 0000200217 |

$ longbridge investors 0001067983
Period: 2025-12-31  (filed: 2026-02-17)

BERKSHIRE HATHAWAY INC (period: 2025-12-31)

Portfolio: 42 positions, total value ~$274.16B

| company                      | value    | shares  | weight |
|------------------------------|----------|---------|--------|
| APPLE INC                    | $61.96B  | 227.92M | 22.6%  |
| AMERICAN EXPRESS CO          | $56.09B  | 151.61M | 20.5%  |
| BANK AMERICA CORP            | $28.45B  | 517.30M | 10.4%  |
| COCA COLA CO                 | $27.96B  | 400.00M | 10.2%  |
| CHEVRON CORP NEW             | $19.84B  | 130.16M | 7.2%   |
| MOODYS CORP                  | $12.60B  | 24.67M  | 4.6%   |
| OCCIDENTAL PETE CORP         | $10.89B  | 264.94M | 4.0%   |
| CHUBB LIMITED                | $10.69B  | 34.25M  | 3.9%   |
| KRAFT HEINZ CO               | $7.90B   | 325.63M | 2.9%   |
| ALPHABET INC                 | $5.59B   | 17.85M  | 2.0%   |

  • insider-trades — SEC Form 4 insider transaction history for any symbol

    $ longbridge insider-trades TSLA.US
Fetching 20 Form 4 filings...

| date       | filer        | title         | type     | shares | price   | value    | owned_after |
|------------|--------------|---------------|----------|--------|---------|----------|-------------|
| 2026-03-31 | Zhu Xiaotong | SVP           | EXERCISE | 20.00K | $20.57  | $411.40K | 20.00K      |
| 2025-09-11 | Zhu Xiaotong | SVP, APAC and | SELL     | 20.00K | $363.75 | $7.28M   | 47.60K      |
| 2025-06-12 | Zhu Xiaotong | SVP, APAC     | EXERCISE | 15.00K | $20.57  | $308.55K | 82.60K      |
| 2025-06-12 | Zhu Xiaotong | SVP, APAC     | SELL     | 15.00K | $323.81 | $4.86M   | 67.60K      |

Source: SEC EDGAR Form 4 — TSLA

  • watchlist pin/unpin — pin securities to the top of a watchlist group

  • assets command — renamed from balance; full asset overview: net assets, buying power, margin, risk level, and per-currency cash breakdown

2026-04-08 ​

CLI v0.14.2 ​

  • --lang flag — set content language (zh-CN, zh-HK, en) for all commands; falls back to system LANG env var

2026-04-02 ​

CLI v0.14.1 ​

  • CN region login — longbridge auth login now supports China region routing
  • -v flag — quick version check

CLI v0.14.0 ​

  • Device auth — the Longbridge Developers platform now supports OAuth Device Authorization Flow; longbridge auth login displays a verification URL and code to authorize from any device, including SSH and headless environments
  • Order enhancements — trailing stop and AO order types; --expire-date, --outside-rth, --remark added to order commands
  • Fix — prebuilt Linux binary now uses musl to fix segfault on some distributions

2026-04-01 ​

CLI v0.13.0 ​

  • Add Fundamentals & Analysis commands:
    • financial-report — financial statements with period and type filters
    • valuation — P/E, P/B, P/S, dividend yield snapshot with peer comparison and history mode
    • forecast-eps — analyst EPS forecast consensus
    • consensus — revenue/profit/EPS consensus with beat/miss annotations
    • institution-rating / institution-rating detail — rating distribution and monthly trends
    • shareholder — institutional shareholders with change tracking and sort options
    • fund-holder — funds and ETFs holding a symbol
    • dividend / dividend detail — dividend history and distribution plan
    • finance-calendar — financial calendar by event type (financial, report, dividend, ipo, macrodata, closed)
    • exchange-rate — exchange rates for all supported currencies
  • Refactor CLI commands with domain-grouped naming convention

2026-03-30 ​

  • Add Statement API:
    • GET /v1/statement/list — list daily or monthly account statements
    • GET /v1/statement/download — get presigned download URL for a statement file

2026-03-25 ​

  • Add Community API:
    • GET /content/topics/mine — list my published topics
    • POST /content/topics — create a new community topic
    • GET /content/topics/{id} — get topic detail
    • GET /content/topics/{topic_id}/comments — list topic replies
    • POST /content/topics/{topic_id}/comments — create a topic reply

2025-06-17 ​

  • Update the interface for Get Account Balance
    • GET /v1/asset/account Add response field (frozen_transaction_fees)

2024-10-09 ​

SDK 2.0.0 ​

  • Print the opened quote packages when connected to the server.
  • The quantity type in the trading API has changed from int to Decimal.

2024-09-11 ​

  • Updated Get Security List API
    • The GET /v1/quote/get_security_list now returns the name in the corresponding language based on the accept-language request header, instead of returning all three languages at once.

2024-08-28 ​

  • Change the Depth.price field in the SDK from Decimal type to Optional[Decimal] type

2024-05-17 ​

  • Expand outside_rth field to support overnight trading in order placement and query APIs

2024-05-06 ​

  • Update the interface for Get Account Balance
    • GET /v1/asset/account Add response field (buy_power)

2024-04-29 ​

  • Remove TSMPCT, TSMAMT Order type

2024-04-15 ​

2024-04-13 ​

2023-11-03 ​

  • Add quote history candlestick interface
    • Long connection Business Command：27, obtain the history candlestick of security

2023-08-17 ​

  • Update the interface for Get Account Balance
    • GET /v1/asset/account Add parameter (currency)

2023-04-12 ​

  • Update the interface for Get Stock Positions
    • GET /v1/asset/stock Add response field (init_quantity)

2023-04-11 ​

  • Added order details query interface
    • 'GET /v1/trade/order' Get the order details
  • Added the Estimate Maximum Purchase Quantity interface
    • 'GET /v1/trade/estimate/buy_limit' Get the estimated maximum purchase quantity
  • U.S. stock options add market order and condition order support

2022-07-18 ​

  • Update security static info interface
    • Long connection Business Command：10, response add board fields

2022-07-14 ​

  • Add get stock margin ratio interface
    • GET /v1/risk/margin-ratio Get stock margin ratio

2022-06-30 ​

  • Add get watched groups interface
    • GET /v1/watchlist/groups Get watched groups

2022-06-20 ​

  • Update account balance interface
    • GET /v1/asset/account Response to increase the net assets (net_assets), initial margin (init_margin), maintenance margin (maintenance_margin) fields
  • Update position interface
    • GET /v1/asset/stock Support users to obtain option positions

2022-06-15 ​

  • Add quote capital interface
    • Long connection Business Command:24, obtain the daily capital distribution of security
    • Long connection Business Command:25, obtain the daily capital flow intraday of security