--- id: changelog title: Changelog slug: changelog sidebar_position: 7 sidebar_icon: newspaper --- ## 2026-06-25 ### SDK v4.3.3 - **Macroeconomic indicators** — Two new `FundamentalContext` methods: `macroeconomic_indicators` lists all indicators (filter by country, keyword search), `macroeconomic` returns historical release data (actual / forecast / previous values) for a given indicator code ### CLI v0.24.0 - **New `macrodata` command** — Browse 400+ macro indicators across US/HK/CN/EU/JP/SG and query historical release data with actual, forecast, previous, and revised values; supports `--country`, `--keyword`, `--lang`, `--start`, `--end`, `--limit`, `--page`, `--format json` - MCP server updated in sync — `macrodata_indicators` and `macrodata` tools now available to AI agents via the Longbridge MCP server ## 2026-06-16 ### CLI v0.23.2 - **Local-time date parsing** — date-only and legacy minute-resolution datetime arguments are interpreted in the user's local timezone before API calls, with RFC 3339 inputs supported for explicit timezone-safe workflows - **`market-status` US post-market fix** — US status code `203` now displays as `Post-Market` instead of `Trading`, correcting the after-hours market label ## 2026-06-04 ### CLI v0.22.4 - **`constituent` now supports ETFs** — ETF symbols return an asset-allocation breakdown (holdings / regional / asset-class / industry); for US ETFs, the complete portfolio holdings are fetched from SEC EDGAR N-PORT filings by default (weight, shares, market value), with fallback to the platform's asset-allocation summary; index symbols behave exactly as before ## 2026-06-03 ### CLI v0.22.3 - **`quote` now includes the US overnight session** — `--format json` populates `overnight_quote` alongside `pre_market_quote` and `post_market_quote`, completing after-hours coverage for AI workflows - **Account-type banner on holdings commands** — `positions`, `fund-positions`, `assets`, and `portfolio` print a one-line banner (`Live A/C` / `Demo A/C`) before the table, making it clear which account the data belongs to ## 2026-06-02 ### CLI v0.22.2 - **JSON timestamps now RFC 3339** — time-series and history commands (`kline`, `trades`, `intraday`, `capital-flow`, etc.) and account P&L flows output ISO 8601 / RFC 3339 datetimes instead of raw Unix epochs, making JSON output directly consumable by AI agents and downstream tools - **`market-temp --history` default range** — omitting `--start` now returns a full month of data instead of a single day ## 2026-05-22 ### CLI v0.22.0 - **`shareholder --top`** — Top-20 major shareholders (institutions, individuals, insiders) with multi-period comparison; `--object-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 ` or `--filter key:min:max`, `indicators` to list available filters - **`rank`** — Popularity leaderboard; list all categories without `--key`, or pass `--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/` 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 - Add `last_share`, `last_price` field to [Trade push](https://open.longbridge.com/en/docs/trade/trade-definition#websocket-notification). ## 2024-04-13 - Add `remark` field to [Trade push](https://open.longbridge.com/en/docs/trade/trade-definition#websocket-notification). ## 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