docs(cli): add fund (mutual-fund) channel docs + CLI v0.29.0 release notes

docs/en/docs/changelog.mdx

@@ -6,6 +6,16 @@ sidebar_position: 7
 sidebar_icon: newspaper
 ---
 
+## 2026-09-28
+
+### CLI v0.29.0
+
+- **[Mutual funds come to the terminal](/docs/cli/fund/market)** — the new `longbridge fund` command group covers the whole channel: browse the catalog and a fund's detail, analysis, trend, returns, performance, NAV and holdings; review your fund positions; and validate, submit and cancel fund orders. Funds are addressed by `counter_id` (e.g. `UT/FD/HK0000384492`); `submit-order` / `cancel-order` prompt for confirmation unless `--yes`
+
+### MCP
+
+- **28 fund-channel tools** — Longbridge MCP gains the Hong Kong mutual-fund channel in sync: catalog & market data, your positions, order lookup, and fund order validate / submit / cancel (writes require two-step confirmation)
+
 ## 2026-08-19
 
 ### CLI v0.28.0

docs/en/docs/cli/account/fund-positions.mdx

@@ -15,7 +15,7 @@ longbridge fund-positions
 ```
 
 ```
-| Symbol | Name | Net Asset Value | Cost Net Asset Value | Currency | Holding Units |
+| Counter ID | Name | Net Asset Value | Cost Net Asset Value | Currency | Holding Units |
 |--------|------|-----------------|----------------------|----------|---------------|
 ```
 
@@ -28,7 +28,7 @@ longbridge fund-positions
 longbridge fund-positions --format json
 ```
 
-Displays all fund and ETF positions in your account, including symbol, quantity, and cost information.
+Displays all fund and ETF positions in your account, including counter_id, quantity, and cost information.
 
 ## Requirements
 

docs/en/docs/cli/fund/_category_.json

@@ -0,0 +1 @@
+{ "label": "Funds", "icon": "coins", "position": 11, "collapsed": true }

docs/en/docs/cli/fund/market.mdx

@@ -0,0 +1,101 @@
+---
+title: 'market data'
+sidebar_label: 'market data'
+sidebar_position: 1
+---
+
+# longbridge fund (market data)
+
+Browse the mutual-fund catalog and a fund's market data from the terminal — the hot list, the filterable fund list, and per-fund detail, analysis, trend, returns, performance, net value (NAV) and holdings.
+
+Every fund is identified by its **`counter_id`** (e.g. `UT/FD/HK0000384492`), not a stock symbol. Get one from `longbridge fund hot` or `longbridge fund list`, then pass it as the positional argument to the other commands.
+
+## Basic Usage
+
+```bash
+# Hot-selling funds — a good source of counter_ids
+longbridge fund hot
+```
+
+```
+| Counter ID          | Name                          | Currency | Earning Rate | Risk Level |
+|---------------------|-------------------------------|----------|--------------|------------|
+| UT/FD/HK0000384492  | Allianz Income and Growth     | USD      | 12.34%       | Medium     |
+| UT/FD/KYG3861F1019  | JPMorgan Global Bond          | USD      | 4.21%        | Low        |
+```
+
+## Examples
+
+### Discover funds
+
+```bash
+# Hot-selling fund list
+longbridge fund hot
+# Full fund list, optionally narrowed by quick-filter ids and earning-rate intervals
+longbridge fund list
+longbridge fund list --quick-id 1 --quick-id 2 --time-interval 1m --time-interval 1y
+# The filter options you can pass to `list`
+longbridge fund filters
+```
+
+### Fund detail & analysis
+
+```bash
+# Fund profile: name, ISIN, risk level, manager, fees…
+longbridge fund detail UT/FD/HK0000384492
+# Analysis (level 1) and the deeper level-2 breakdown; --period selects the window
+longbridge fund analysis UT/FD/HK0000384492
+longbridge fund analysis-detail UT/FD/HK0000384492 --period 3
+# Trend chart data
+longbridge fund trend UT/FD/HK0000384492
+```
+
+### Returns & performance
+
+```bash
+# Annual / quarterly returns (paged)
+longbridge fund annual-returns UT/FD/HK0000384492 --page 1 --size 20
+longbridge fund quarterly-returns UT/FD/HK0000384492
+# Performance figures, and a peer comparison
+longbridge fund performance UT/FD/HK0000384492
+longbridge fund performance-comparison UT/FD/HK0000384492 --period 3
+```
+
+### Net value (NAV)
+
+```bash
+# Latest NAV
+longbridge fund nav UT/FD/HK0000384492
+# Historical NAV — paged, or by a relative time range
+longbridge fund nav-history UT/FD/HK0000384492 --page 1 --size 30
+longbridge fund nav-range UT/FD/HK0000384492 --month-before 6
+longbridge fund nav-range UT/FD/HK0000384492 --year-before 1
+```
+
+### Holdings
+
+```bash
+# A fund's top-10 holdings (--scene selects the breakdown)
+longbridge fund holdings UT/FD/HK0000384492
+# Reverse lookup: which funds hold a given stock
+longbridge fund stock-holdings UT/FD/HK0000384492 --limit 20
+```
+
+Add `--format json` to any command for machine-readable output.
+
+## Options
+
+| Option | Commands | Description | Default |
+| ------ | -------- | ----------- | ------- |
+| `--quick-id` | `list` | Quick-filter id (repeatable) | — |
+| `--time-interval` | `list` | Earning-rate interval, e.g. `1m` `3m` `1y` (repeatable) | — |
+| `--period` | `analysis`, `analysis-detail`, `trend`, `performance-comparison` | Analysis / comparison period selector | — |
+| `--page` / `--size` | `annual-returns`, `quarterly-returns`, `nav-history` | Page number and page size | — |
+| `--month-before` / `--year-before` | `nav-range` | Relative NAV window before now | — |
+| `--scene` | `holdings` | Holdings breakdown scene | — |
+| `--limit` | `stock-holdings` | Max number of stocks to return | — |
+| `--format` | all | Output format: `table` \| `json` | `table` |
+
+## Requirements
+
+These are market-data commands and need no account permission. Funds are addressed by `counter_id`, which you obtain from `fund hot` / `fund list`. For your holdings and orders, see [my positions](/docs/cli/fund/positions) and [orders & trading](/docs/cli/fund/orders).

docs/en/docs/cli/fund/orders.mdx

@@ -0,0 +1,96 @@
+---
+title: 'orders & trading'
+sidebar_label: 'orders & trading'
+sidebar_position: 3
+---
+
+# longbridge fund (orders & trading)
+
+Manage mutual-fund orders from the terminal — list your orders and transactions, inspect one order, validate an order before sending it, and submit or cancel an order.
+
+Funds are identified by their **`counter_id`** (e.g. `UT/FD/HK0000384492`). These commands act on your account, so they require login; `submit-order` and `cancel-order` move real money and prompt for confirmation unless you pass `--yes`.
+
+## Basic Usage
+
+```bash
+# Your fund orders (also the trade / execution record)
+longbridge fund orders
+```
+
+```
+| Order ID           | Counter ID          | Action | Amount | Units   | Status    | Currency | Created At           |
+|--------------------|---------------------|--------|--------|---------|-----------|----------|----------------------|
+| 776181234567890123 | UT/FD/HK0000384492  | Buy    | 100.00 | —       | Filled    | USD      | 2026-09-20 10:03:11  |
+```
+
+## Examples
+
+### Inspect orders & transactions
+
+```bash
+# All fund orders, or filtered
+longbridge fund orders
+longbridge fund orders --counter-id UT/FD/HK0000384492 --action buy --state filled \
+  --currency USD --start 2026-01-01 --end 2026-09-30 --page 1 --size 20
+# One order's detail
+longbridge fund order 776181234567890123
+# Cash-flow transaction records
+longbridge fund transactions --currencies USD,HKD --start 2026-01-01 --end 2026-09-30
+```
+
+### Validate before you buy
+
+```bash
+# Dry-run validation — places NO order, returns fees / estimated units / limits
+longbridge fund validate-order UT/FD/KYG3861F1019 --action buy --currency USD --amount 100
+```
+
+### Submit an order
+
+```bash
+# Buy by cash amount (prompts for confirmation)
+longbridge fund submit-order UT/FD/KYG3861F1019 --action buy --currency USD --amount 100
+# Sell by units, skipping the prompt
+longbridge fund submit-order UT/FD/KYG3861F1019 --action sell --currency USD --units 50 --yes
+# Sell the entire holding
+longbridge fund submit-order UT/FD/KYG3861F1019 --action sell --currency USD --sell-all --yes
+```
+
+### Cancel an order
+
+```bash
+# Withdraw an unfilled order (prompts for confirmation)
+longbridge fund cancel-order 776181234567890123
+longbridge fund cancel-order 776181234567890123 --yes
+```
+
+Add `--format json` to any command for machine-readable output.
+
+## Options
+
+| Option | Commands | Description | Default |
+| ------ | -------- | ----------- | ------- |
+| `--counter-id` | `orders` | Filter by fund counter id (repeatable) | — |
+| `--action` | `orders`, `validate-order`, `submit-order` | `orders`: filter (`buy,sell`); order commands: `buy` \| `sell` | — |
+| `--state` | `orders` | Filter by state(s), comma-separated | — |
+| `--currency` | `orders`, `validate-order`, `submit-order` | Currency (e.g. `USD`, `HKD`) | — |
+| `--business-type` / `--category` / `--currencies` | `transactions` | Transaction filters | — |
+| `--start` / `--end` | `orders`, `transactions` | Date range (`YYYY-MM-DD` or RFC 3339) | — |
+| `--page` / `--size` | `orders`, `transactions` | Page number and page size | — |
+| `--amount` | `validate-order`, `submit-order` | Cash amount (amount-based order) | — |
+| `--units` | `validate-order`, `submit-order` | Unit count (unit-based order) | — |
+| `--dividend-option` | `validate-order`, `submit-order` | Dividend option | — |
+| `--fund-source` | `validate-order` | Fund source | — |
+| `--fee` | `submit-order` | Fee | — |
+| `--sell-all` | `submit-order` | Sell the entire holding | false |
+| `--remark` | `submit-order` | Order remark / note | — |
+| `--yes` | `submit-order`, `cancel-order` | Skip the interactive confirmation | false |
+| `--format` | all | Output format: `table` \| `json` | `table` |
+
+## Requirements
+
+OAuth trade permission is required — run `longbridge auth login` first. Always `validate-order` (or run `submit-order` without `--yes` to see the confirmation) before committing real capital. Funds are addressed by `counter_id` (from [`fund hot` / `fund list`](/docs/cli/fund/market)).
+
+## Notes
+
+`submit-order` and `cancel-order` affect live capital and prompt for confirmation before running; pass `--yes` only in trusted, non-interactive contexts.

docs/en/docs/cli/fund/positions.mdx

@@ -0,0 +1,74 @@
+---
+title: 'positions'
+sidebar_label: 'positions'
+sidebar_position: 2
+---
+
+# longbridge fund (positions)
+
+Review your mutual-fund holdings — the positions overview, a single holding's detail, and its performance, cumulative profit, net-value history and dividends.
+
+Funds are identified by their **`counter_id`** (e.g. `UT/FD/HK0000384492`). These commands read your account, so they require login.
+
+## Basic Usage
+
+```bash
+# Overview of every fund you hold
+longbridge fund positions
+```
+
+```
+| Counter ID          | Name                        | Currency | Holding Units | Cost NAV | Current NAV | Holding Profit |
+|---------------------|-----------------------------|----------|---------------|----------|-------------|----------------|
+| UT/FD/HK0000384492  | Allianz Income and Growth   | USD      | 1250.00       | 9.812    | 10.431      | +773.75        |
+```
+
+## Examples
+
+### Positions overview
+
+```bash
+longbridge fund positions
+# Scope to a specific sub-account
+longbridge fund positions --account-channel lb --aaid 123456
+```
+
+### A single holding
+
+```bash
+# Detail of one held fund, optionally over a date range
+longbridge fund position UT/FD/HK0000384492
+longbridge fund position UT/FD/HK0000384492 --start 2026-01-01 --end 2026-06-30
+```
+
+### Performance, profit, NAV & dividends of a held fund
+
+```bash
+# Performance figures for a fund you hold
+longbridge fund position-performance UT/FD/HK0000384492
+# Cumulative-profit series (paged, date range)
+longbridge fund position-profits UT/FD/HK0000384492 --start 2026-01-01 --end 2026-06-30 --page 1 --size 30
+# Net-value history over a relative window
+longbridge fund position-nav UT/FD/HK0000384492 --month-before 6
+longbridge fund position-nav UT/FD/HK0000384492 --year-before 1
+# Dividend records
+longbridge fund position-dividends UT/FD/HK0000384492 --currency USD --page 1 --size 20
+```
+
+Add `--format json` to any command for machine-readable output.
+
+## Options
+
+| Option | Commands | Description | Default |
+| ------ | -------- | ----------- | ------- |
+| `--account-channel` | `positions`, `position` | Account channel | — |
+| `--aaid` | `positions`, `position` | Sub-account id | — |
+| `--start` / `--end` | `position`, `position-profits`, `position-dividends` | Date range (`YYYY-MM-DD` or RFC 3339) | — |
+| `--month-before` / `--year-before` | `position-nav` | Relative NAV window before now | — |
+| `--currency` | `position-dividends` | Currency filter (e.g. `HKD`, `USD`) | — |
+| `--page` / `--size` | `position-profits`, `position-dividends` | Page number and page size | — |
+| `--format` | all | Output format: `table` \| `json` | `table` |
+
+## Requirements
+
+OAuth account permission is required — run `longbridge auth login` first. Funds are addressed by `counter_id` (from [`fund hot` / `fund list`](/docs/cli/fund/market)). To place or cancel fund orders, see [orders & trading](/docs/cli/fund/orders).

docs/en/docs/cli/release-notes.mdx

@@ -7,6 +7,10 @@ sidebar_icon: newspaper
 
 # Release Notes
 
+### [v0.29.0](https://github.com/longbridge/longbridge-terminal/releases/tag/v0.29.0)
+
+- **New `fund` command group — Hong Kong mutual funds** — `longbridge fund` brings the mutual-fund channel to the terminal: browse the catalog (`hot`, `list`, `filters`), read a fund's `detail`, `analysis` / `analysis-detail`, `trend`, `annual-returns` / `quarterly-returns`, `performance` / `performance-comparison`, latest and historical NAV (`nav`, `nav-history`, `nav-range`) and `holdings` / `stock-holdings`; review your holdings (`positions`, `position`, `position-performance`, `position-profits`, `position-nav`, `position-dividends`); and manage orders (`orders`, `order`, `transactions`, `validate-order`, `submit-order`, `cancel-order`). Funds are addressed by `counter_id` (e.g. `UT/FD/HK0000384492`), not a stock symbol — get one from `fund hot` / `fund list`. `submit-order` and `cancel-order` prompt for confirmation unless `--yes`. See the [Funds](/docs/cli/fund/market) docs
+
 ### [v0.28.0](https://github.com/longbridge/longbridge-terminal/releases/tag/v0.28.0)
 
 - **[Chat with LongbridgeAI in the terminal](/docs/cli/ai)** — the new `longbridge ai` command opens a full-screen chat: answers stream in as Markdown with terminal-drawn charts, box-drawn tables, syntax-highlighted code and live quote cards. A title-bar ticker follows every security the conversation mentions (click one for a full quote card), slash commands cover `/new` `/retry` `/copy` `/export` `/quote` `/resume` `/settings` `/agent` `/login`, and conversations are stored on your account — a chat started in the terminal continues wherever else you use LongbridgeAI

docs/en/docs/trade/asset/fund.mdx

@@ -231,7 +231,7 @@ func main() {
         "account_channel": "lb",
         "fund_info": [
           {
-            "symbol": "HK0000447943",
+            "counter_id": "UT/FD/HK0000447943",
             "symbol_name": "GAOTENG EMERGING MARKETS PLUS  LONG/SHORT FIXED INCOME ALPHA FUND",
             "currency": "USD",
             "holding_units": "5.000",
@@ -268,7 +268,7 @@ func main() {
 | list                       | object[] | false    | stock holding information |
 | ∟ account_channel          | string   | true     | account type              |
 | ∟ fund_info                | object[] | false    | Fund Details              |
-| ∟∟ symbol                  | string   | true     | Fund ISIN code            |
+| ∟∟ counter_id                  | string   | true     | Fund counter id (last /-segment is the ISIN) |
 | ∟∟ current_net_asset_value | string   | true     | current Equity            |
 | ∟∟ net_asset_value_day     | string   | true     | current Equity time       |
 | ∟∟ symbol_name             | string   | true     | Fund name                 |

docs/zh-CN/docs/changelog.mdx

@@ -6,6 +6,16 @@ sidebar_position: 7
 sidebar_icon: newspaper
 ---
 
+## 2026-09-28
+
+### CLI v0.29.0
+
+- **[基金登陆终端](/zh-CN/docs/cli/fund/market)** — 新增 `longbridge fund` 命令组，覆盖整个基金渠道：浏览目录及单只基金的详情、分析、走势、收益、业绩、净值与持仓;查看你的基金持仓;并校验、提交与撤销基金订单。基金以 `counter_id`(如 `UT/FD/HK0000384492`) 寻址;`submit-order` / `cancel-order` 除非传 `--yes` 否则会要求确认
+
+### MCP
+
+- **新增 28 个基金渠道工具** — Longbridge MCP 同步支持香港互惠基金：目录与行情、我的持仓、订单查询，以及基金下单校验 / 提交 / 撤销（写操作需两步确认）
+
 ## 2026-08-19
 
 ### CLI v0.28.0

docs/zh-CN/docs/cli/account/fund-positions.mdx

@@ -15,7 +15,7 @@ longbridge fund-positions
 ```
 
 ```
-| Symbol | Name | Net Asset Value | Cost Net Asset Value | Currency | Holding Units |
+| Counter ID | Name | Net Asset Value | Cost Net Asset Value | Currency | Holding Units |
 |--------|------|-----------------|----------------------|----------|---------------|
 ```
 

docs/zh-CN/docs/cli/fund/_category_.json

@@ -0,0 +1 @@
+{ "label": "基金", "icon": "coins", "position": 11, "collapsed": true }