diff --git a/scripts/holdings_reconciliation.py b/scripts/holdings_reconciliation.py
index c04b27f..286ce8a 100644
--- a/scripts/holdings_reconciliation.py
+++ b/scripts/holdings_reconciliation.py
@@ -1,130 +1,141 @@
-#!/usr/bin/env python3
-"""holdings_reconciliation.py — 每日持仓数据一致性校验
-
-在 decisions.json 和 portfolio.json 之间做双向核对：
-1. 股数不一致 → 以 portfolio.json 为准（券商导入为源头真理）
-2. 股票存在一个文件但不存在另一个 → 同步到双方一致
-3. 总资产重新计算并写入双方
-
-24小时内禁止修改策略参数（止盈/止损/买入区），只修股数和总资产。
-"""
-import json, sys
-from datetime import datetime
-
-DECISIONS = "/home/hmo/web-dashboard/data/decisions.json"
-PORTFOLIO = "/home/hmo/web-dashboard/data/portfolio.json"
-
-def main():
-    dec = json.load(open(DECISIONS))
-    pf = json.load(open(PORTFOLIO))
-
-    # Build maps
-    dmap = {d["code"]: d for d in dec.get("decisions", [])}
-    pmap = {h["code"]: h for h in pf.get("holdings", []) if h.get("shares", 0) > 0}
-
-    changes = []
-
-    # 1. Remove from decisions if not in portfolio (ghost holdings)
-    for code in list(dmap.keys()):
-        d = dmap[code]
-        in_portfolio = code in pmap
-        if not in_portfolio:
-            if d.get("shares", 0) > 0:
-                old = d["shares"]
-                d["shares"] = 0
-                d["type"] = "自选策略"
-                d.setdefault("changelog", []).append({
-                    "time": datetime.now().strftime("%Y-%m-%d %H:%M"),
-                    "from": old,
-                    "to": 0,
-                    "reason": "reconciliation: 不在券商持仓"
-                })
-                changes.append(f"  {d.get('name','')}({code}): 清仓{old}→0股(不在portfolio)")
-            continue
-        # Same stock in both: sync share count (portfolio is source of truth)
-        p_shares = pmap[code]["shares"]
-        if d.get("shares", 0) != p_shares:
-            old = d.get("shares", 0)
-            d["shares"] = p_shares
-            d["type"] = "持仓策略"
-            d.setdefault("changelog", []).append({
-                "time": datetime.now().strftime("%Y-%m-%d %H:%M"),
-                "from": old,
-                "to": p_shares,
-                "reason": "reconciliation: 股数与券商一致"
-            })
-            changes.append(f"  {d.get('name','')}({code}): 股数{old}→{p_shares}(对齐portfolio)")
-
-    # 2. Add to decisions if in portfolio but not in decisions
-    for code in pmap:
-        h = pmap[code]
-        if code not in dmap:
-            # Stock is in portfolio but not in decisions → add stub
-            stub = {
-                "code": code,
-                "name": h.get("name", f"STOCK_{code}"),
-                "shares": h["shares"],
-                "price": h.get("price", 0),
-                "stop_loss": 0,
-                "take_profit": 0,
-                "entry_low": 0,
-                "entry_high": 0,
-                "cost": h.get("cost", 0),
-                "type": "持仓策略",
-                "status": "active",
-                "timing_signal": "持有",
-                "action": "持仓策略 | 等待技术分析完善",
-                "tech_snapshot": "",
-                "action_note": "reconciliation: 自动补充",
-                "reassessed_at": datetime.now().strftime("%Y-%m-%d %H:%M"),
-                "updated_at": datetime.now().strftime("%Y-%m-%d %H:%M"),
-                "changelog": [{
-                    "time": datetime.now().strftime("%Y-%m-%d %H:%M"),
-                    "reason": "reconciliation: 券商持仓→自动补充策略"
-                }],
-                "trigger": {},
-                "analysis": {},
-                "currency": "CNY"
-            }
-            dec["decisions"].append(stub)
-            changes.append(f"  {stub['name']}({code}): decisions新增持仓({h['shares']}股,来自portfolio)")
-
-    # 3. Recalculate total_assets in portfolio (use mo_models for unified formula)
-    import sys, os
-    sys.path.insert(0, os.path.dirname(os.path.dirname(os.path.abspath(__file__))))
-    from mo_models import calc_total_assets
-    total_assets = calc_total_assets(pf)
-    dec_total = 0
-    for d in dec.get("decisions", []):
-        if d.get("shares", 0) > 0 and d.get("price", 0) > 0:
-            dec_total += d["shares"] * d["price"]
-
-    old_total = pf.get("total_assets", 0)
-    pf["total_assets"] = total_assets
-    pf["updated_at"] = datetime.now().strftime("%Y-%m-%d %H:%M")
-
-    # 4. Report
-    now = datetime.now().strftime("%Y-%m-%d %H:%M")
-    print(f"【持仓一致性校验】{now}")
-    print(f"")
-    if changes:
-        print(f"修正项 ({len(changes)}):")
-        for c in changes:
-            print(c)
-    else:
-        print("无差异，全部一致 ✅")
-    print(f"")
-    print(f"portfolio stock_value: {stock_value:.2f}")
-    print(f"portfolio cash: {cash:.2f}")
-    print(f"portfolio total_assets: {old_total} → {total_assets}")
-    print(f"decisions stock_value: {dec_total:.2f}")
-    print(f"decisions count(shares>0): {len([d for d in dec['decisions'] if d.get('shares',0)>0])}")
-
-    # Write
-    dec["total"] = len(dec["decisions"])
-    json.dump(dec, open(DECISIONS, "w"), ensure_ascii=False, indent=2)
-    json.dump(pf, open(PORTFOLIO, "w"), ensure_ascii=False, indent=2)
-    print(f"done")
-
-if __name__ == "__main__":
-    main()
+#!/usr/bin/env python3
+"""holdings_reconciliation.py — 每日持仓数据一致性校验
+
+在 decisions.json 和 portfolio.json 之间做双向核对：
+1. 股数不一致 → 以 portfolio.json 为准（券商导入为源头真理）
+2. 股票存在一个文件但不存在另一个 → 同步到双方一致
+3. 总资产重新计算并写入双方
+
+24小时内禁止修改策略参数（止盈/止损/买入区），只修股数和总资产。
+"""
+import json, sys
+from datetime import datetime
+
+DECISIONS = "/home/hmo/web-dashboard/data/decisions.json"
+PORTFOLIO = "/home/hmo/web-dashboard/data/portfolio.json"
+
+def main():
+    dec = json.load(open(DECISIONS))
+    pf = json.load(open(PORTFOLIO))
+
+    # Build maps
+    dmap = {d["code"]: d for d in dec.get("decisions", [])}
+    pmap = {h["code"]: h for h in pf.get("holdings", []) if h.get("shares", 0) > 0}
+
+    changes = []
+
+    # 1. Remove from decisions if not in portfolio (ghost holdings)
+    for code in list(dmap.keys()):
+        d = dmap[code]
+        in_portfolio = code in pmap
+        if not in_portfolio:
+            if d.get("shares", 0) > 0:
+                old = d["shares"]
+                d["shares"] = 0
+                d["type"] = "自选策略"
+                d.setdefault("changelog", []).append({
+                    "time": datetime.now().strftime("%Y-%m-%d %H:%M"),
+                    "from": old,
+                    "to": 0,
+                    "reason": "reconciliation: 不在券商持仓"
+                })
+                changes.append(f"  {d.get('name','')}({code}): 清仓{old}→0股(不在portfolio)")
+            continue
+        # Same stock in both: sync share count (portfolio is source of truth)
+        p_shares = pmap[code]["shares"]
+        if d.get("shares", 0) != p_shares:
+            old = d.get("shares", 0)
+            d["shares"] = p_shares
+            d["type"] = "持仓策略"
+            d.setdefault("changelog", []).append({
+                "time": datetime.now().strftime("%Y-%m-%d %H:%M"),
+                "from": old,
+                "to": p_shares,
+                "reason": "reconciliation: 股数与券商一致"
+            })
+            changes.append(f"  {d.get('name','')}({code}): 股数{old}→{p_shares}(对齐portfolio)")
+
+    # 2. Add to decisions if in portfolio but not in decisions
+    for code in pmap:
+        h = pmap[code]
+        if code not in dmap:
+            # Stock is in portfolio but not in decisions → add stub
+            stub = {
+                "code": code,
+                "name": h.get("name", f"STOCK_{code}"),
+                "shares": h["shares"],
+                "price": h.get("price", 0),
+                "stop_loss": 0,
+                "take_profit": 0,
+                "entry_low": 0,
+                "entry_high": 0,
+                "cost": h.get("cost", 0),
+                "type": "持仓策略",
+                "status": "active",
+                "timing_signal": "持有",
+                "action": "持仓策略 | 等待技术分析完善",
+                "tech_snapshot": "",
+                "action_note": "reconciliation: 自动补充",
+                "reassessed_at": datetime.now().strftime("%Y-%m-%d %H:%M"),
+                "updated_at": datetime.now().strftime("%Y-%m-%d %H:%M"),
+                "changelog": [{
+                    "time": datetime.now().strftime("%Y-%m-%d %H:%M"),
+                    "reason": "reconciliation: 券商持仓→自动补充策略"
+                }],
+                "trigger": {},
+                "analysis": {},
+                "currency": "CNY"
+            }
+            dec["decisions"].append(stub)
+            changes.append(f"  {stub['name']}({code}): decisions新增持仓({h['shares']}股,来自portfolio)")
+
+    # 3. Recalculate total_assets in portfolio (use mo_models for unified formula)
+    import sys, os
+    sys.path.insert(0, os.path.dirname(os.path.dirname(os.path.abspath(__file__))))
+    from mo_models import calc_total_assets
+    total_assets = calc_total_assets(pf)
+    dec_total = 0
+    for d in dec.get("decisions", []):
+        if d.get("shares", 0) > 0 and d.get("price", 0) > 0:
+            dec_total += d["shares"] * d["price"]
+
+    old_total = pf.get("total_assets", 0)
+    pf["total_assets"] = total_assets
+    pf["updated_at"] = datetime.now().strftime("%Y-%m-%d %H:%M")
+
+    # 4. Report
+    now = datetime.now().strftime("%Y-%m-%d %H:%M")
+    print(f"【持仓一致性校验】{now}")
+    print(f"")
+    if changes:
+        print(f"修正项 ({len(changes)}):")
+        for c in changes:
+            print(c)
+    else:
+        print("无差异，全部一致 ✅")
+    print(f"")
+    print(f"portfolio stock_value: {stock_value:.2f}")
+    print(f"portfolio cash: {cash:.2f}")
+    print(f"portfolio total_assets: {old_total} → {total_assets}")
+    print(f"decisions stock_value: {dec_total:.2f}")
+    print(f"decisions count(shares>0): {len([d for d in dec['decisions'] if d.get('shares',0)>0])}")
+
+    # Write — DB 优先（强制币种约束），JSON 冷备
+    dec["total"] = len(dec["decisions"])
+    try:
+        sys.path.insert(0, os.path.dirname(os.path.dirname(os.path.abspath(__file__))))
+        from mofin_db import get_conn, write_holdings_batch, write_portfolio_summary, write_holding_strategy
+        conn = get_conn()
+        write_holdings_batch(conn, pf.get('holdings', []))
+        write_portfolio_summary(conn, pf)
+        for d in dec.get('decisions', []):
+            write_holding_strategy(conn, d.get('code', ''), d.get('name', ''), d)
+        conn.close()
+    except Exception as e:
+        print(f"  [DB写入失败] {e}")
+    json.dump(dec, open(DECISIONS, "w"), ensure_ascii=False, indent=2)
+    json.dump(pf, open(PORTFOLIO, "w"), ensure_ascii=False, indent=2)
+    print(f"done")
+
+if __name__ == "__main__":
+    main()
diff --git a/scripts/import_holding_xls.py b/scripts/import_holding_xls.py
index 0865474..8e16981 100755
--- a/scripts/import_holding_xls.py
+++ b/scripts/import_holding_xls.py
@@ -1,173 +1,182 @@
-#!/usr/bin/env python3
-"""
-import_holding_xls.py — 从 holding.xls 导入持仓到全系统
-
-用法：
-  python3 import_holding_xls.py [--cash 现金] [--total 总资产] [--mv 市值]
-
---cash 必传！holding文件不含现金行，不传则现金=0。
-
-不传 --total/--mv 则从 holding.xls 计算（可能有价格时差误差）。
-建议传截图上的真实数字。
-
-示例：
-  python3 import_holding_xls.py --cash 73758.0 --total 874598.90 --mv 800840.90
-"""
-import csv, json, sys, subprocess, sqlite3, os
-from datetime import datetime
-
-STOCKS_FILE = "/home/hmo/stocks/holding.xls"
-PORTFOLIO_PATH = "/home/hmo/web-dashboard/data/portfolio.json"
-DB_PATH = "/home/hmo/web-dashboard/data/mofin.db"
-
-
-def clean_cell(v):
-    v = v.strip()
-    if v.startswith('="') and v.endswith('"'):
-        v = v[2:-1]
-    elif v.startswith('='):
-        v = v[1:]
-    return v.strip()
-
-
-def main():
-    # Parse args
-    # ⚠️ 现金不从holding文件读取。holding只有股票持仓，现金必须单独提供（截图）。
-    # 不传 --cash 则默认为0，会在后面警告。
-    cash = 0.0
-    total_assets = 0
-    market_value = 0
-    
-    args = sys.argv[1:]
-    for i, a in enumerate(args):
-        if a == '--cash' and i + 1 < len(args):
-            cash = float(args[i + 1])
-        elif a == '--total' and i + 1 < len(args):
-            total_assets = float(args[i + 1])
-        elif a == '--mv' and i + 1 < len(args):
-            market_value = float(args[i + 1])
-
-    with open(STOCKS_FILE, 'r', encoding='gbk') as f:
-        reader = csv.reader(f, delimiter='\t')
-        rows = list(reader)
-
-    print(f"读取 {STOCKS_FILE}: {len(rows)-1} 条记录")
-
-    holdings = []
-    total_mv_cny = 0
-
-    for r in rows[1:]:
-        code = clean_cell(r[0])
-        name = r[1].strip()
-        shares = int(clean_cell(r[2]))
-        # 跳过0股（已清仓的残留条目）
-        if shares <= 0:
-            continue
-        price_raw = r[4].strip()
-        currency = 'HKD' if '港币' in price_raw or '港' in r[10] else 'CNY'
-        price_str = price_raw.replace('港币', '').replace('港元', '').replace('港', '').strip()
-        price = float(price_str)
-        cost_price = float(clean_cell(r[5]))
-        pl = float(clean_cell(r[6])) if r[6].strip() else 0
-        mkt_val = float(clean_cell(r[11]))
-        cost_amount = float(clean_cell(r[15])) if r[15].strip() and r[15].strip() != '--' else 0
-        rate_str = clean_cell(r[16])
-        rate = float(rate_str) if rate_str and rate_str != '--' else 0.8664
-        mv_cny = mkt_val
-        total_mv_cny += mv_cny
-
-        holdings.append({
-            'code': code, 'name': name, 'shares': shares,
-            'price': price, 'cost_price': round(cost_price, 2),
-            'currency': currency, 'market_val': mkt_val,
-            'cost_amount': cost_amount, 'exchange_rate': rate,
-        })
-
-    if cash <= 0:
-        print("⚠️ 警告：未提供现金（--cash），现金默认=0。Dad可能给了截图现金数！")
-        print("   holding文件不含现金行，必须手动提供。可以用:")
-        print(f"     python3 import_holding_xls.py --cash 73758.0")
-
-    # Use provided values or calculate (unified formula includes frozen_cash)
-    if total_assets <= 0:
-        frozen_cash = float(args.get('frozen', pf.get('frozen_cash', 0)) or 0)
-        total_assets = total_mv_cny + cash + frozen_cash
-    if market_value <= 0:
-        market_value = round(total_mv_cny, 2)
-    
-    position_pct = round(market_value / total_assets * 100, 2) if total_assets > 0 else 0
-
-    # Step 1: Update SQLite (regenerate_all reads from here)
-    print("\n→ 更新 SQLite holdings 表...")
-    conn = sqlite3.connect(DB_PATH)
-    c = conn.cursor()
-    c.execute('DELETE FROM holdings')
-    c.execute('DELETE FROM portfolio_summary')
-    for h in holdings:
-        c.execute('''
-            INSERT INTO holdings (code, name, shares, cost, position_pct, added_at, is_active)
-            VALUES (?, ?, ?, ?, ?, ?, 1)
-        ''', (h['code'], h['name'], h['shares'], h['cost_price'],
-              round(h['market_val'] / total_assets * 100, 2),
-              datetime.now().strftime('%Y-%m-%d')))
-    c.execute('''
-        INSERT INTO portfolio_summary (total_assets, stock_value, cash, position_pct, total_pnl, updated_at)
-        VALUES (?, ?, ?, ?, ?, ?)
-    ''', (round(total_assets, 2), round(market_value, 2), cash,
-          position_pct, 0, datetime.now().strftime('%Y-%m-%d %H:%M')))
-    conn.commit()
-    conn.close()
-    print(f"  OK - {len(holdings)} 只持仓")
-
-    # Step 2: Run full reassessment (reads SQLite, writes decisions.json + portfolio.json)
-    print("\n→ 全量策略重评...")
-    subprocess.run(
-        ["python3", "/home/hmo/.hermes/profiles/position-analyst/scripts/per_stock_reassess.py"],
-        capture_output=True, text=True, timeout=120
-    )
-    print(f"  完成")
-
-    # Step 3: Overwrite portfolio.json with correct aggregate numbers
-    # (regenerate_all writes its own format, we fix it back)
-    print("\n→ 修正 portfolio.json 汇总数据...")
-    portfolio = {
-        'holdings': holdings,
-        'cash': cash,
-        'total_market_value': market_value,
-        'total_assets': round(total_assets, 2),
-        'total_pl': 0,
-        'position_pct': position_pct,
-        'updated_at': datetime.now().strftime('%Y-%m-%d %H:%M'),
-        'source': STOCKS_FILE,
-    }
-    with open(PORTFOLIO_PATH, 'w') as f:
-        json.dump(portfolio, f, indent=2, ensure_ascii=False)
-
-    # Step 4: Rebuild decision trees
-    print("\n→ 重建决策树...")
-    sys.path.insert(0, '/home/hmo/web-dashboard')
-    from strategy_tree import init_default_branches
-    with open('/home/hmo/web-dashboard/data/decisions.json') as f:
-        data = json.load(f)
-    ok = 0
-    for e in data.get('decisions', []):
-        branches = init_default_branches(
-            e.get('code', ''), e.get('name', ''),
-            e.get('entry_low', 0), e.get('entry_high', 0),
-            e.get('stop_loss', 0), e.get('take_profit', 0))
-        e['strategy_tree'] = {'branches': branches, 'created_at': datetime.now().strftime('%Y-%m-%d')}
-        ok += 1
-    with open('/home/hmo/web-dashboard/data/decisions.json', 'w') as f:
-        json.dump(data, f, indent=2, ensure_ascii=False)
-
-    print(f"\n{'='*50}")
-    print(f"导入完成：{len(holdings)}只持仓")
-    print(f"总资产: {round(total_assets):,.0f}元")
-    print(f"市值: {market_value:,.0f}元")
-    print(f"现金: {cash:,.0f}元")
-    print(f"仓位: {position_pct}%")
-    print(f"决策树: {ok}/{len(data.get('decisions',[]))}")
-
-
-if __name__ == '__main__':
-    main()
+#!/usr/bin/env python3
+"""
+import_holding_xls.py — 从 holding.xls 导入持仓到全系统
+
+用法：
+  python3 import_holding_xls.py [--cash 现金] [--total 总资产] [--mv 市值]
+
+--cash 必传！holding文件不含现金行，不传则现金=0。
+
+不传 --total/--mv 则从 holding.xls 计算（可能有价格时差误差）。
+建议传截图上的真实数字。
+
+示例：
+  python3 import_holding_xls.py --cash 73758.0 --total 874598.90 --mv 800840.90
+"""
+import csv, json, sys, subprocess, sqlite3, os
+from datetime import datetime
+
+STOCKS_FILE = "/home/hmo/stocks/holding.xls"
+PORTFOLIO_PATH = "/home/hmo/web-dashboard/data/portfolio.json"
+DB_PATH = "/home/hmo/web-dashboard/data/mofin.db"
+
+
+def clean_cell(v):
+    v = v.strip()
+    if v.startswith('="') and v.endswith('"'):
+        v = v[2:-1]
+    elif v.startswith('='):
+        v = v[1:]
+    return v.strip()
+
+
+def main():
+    # Parse args
+    # ⚠️ 现金不从holding文件读取。holding只有股票持仓，现金必须单独提供（截图）。
+    # 不传 --cash 则默认为0，会在后面警告。
+    cash = 0.0
+    total_assets = 0
+    market_value = 0
+    
+    args = sys.argv[1:]
+    for i, a in enumerate(args):
+        if a == '--cash' and i + 1 < len(args):
+            cash = float(args[i + 1])
+        elif a == '--total' and i + 1 < len(args):
+            total_assets = float(args[i + 1])
+        elif a == '--mv' and i + 1 < len(args):
+            market_value = float(args[i + 1])
+
+    with open(STOCKS_FILE, 'r', encoding='gbk') as f:
+        reader = csv.reader(f, delimiter='\t')
+        rows = list(reader)
+
+    print(f"读取 {STOCKS_FILE}: {len(rows)-1} 条记录")
+
+    holdings = []
+    total_mv_cny = 0
+
+    for r in rows[1:]:
+        code = clean_cell(r[0])
+        name = r[1].strip()
+        shares = int(clean_cell(r[2]))
+        # 跳过0股（已清仓的残留条目）
+        if shares <= 0:
+            continue
+        price_raw = r[4].strip()
+        currency = 'HKD' if '港币' in price_raw or '港' in r[10] else 'CNY'
+        price_str = price_raw.replace('港币', '').replace('港元', '').replace('港', '').strip()
+        price = float(price_str)
+        cost_price = float(clean_cell(r[5]))
+        pl = float(clean_cell(r[6])) if r[6].strip() else 0
+        mkt_val = float(clean_cell(r[11]))
+        cost_amount = float(clean_cell(r[15])) if r[15].strip() and r[15].strip() != '--' else 0
+        rate_str = clean_cell(r[16])
+        rate = float(rate_str) if rate_str and rate_str != '--' else 0.8664
+        mv_cny = mkt_val
+        total_mv_cny += mv_cny
+
+        holdings.append({
+            'code': code, 'name': name, 'shares': shares,
+            'price': price, 'cost_price': round(cost_price, 2),
+            'currency': currency, 'market_val': mkt_val,
+            'cost_amount': cost_amount, 'exchange_rate': rate,
+        })
+
+    if cash <= 0:
+        print("⚠️ 警告：未提供现金（--cash），现金默认=0。Dad可能给了截图现金数！")
+        print("   holding文件不含现金行，必须手动提供。可以用:")
+        print(f"     python3 import_holding_xls.py --cash 73758.0")
+
+    # Use provided values or calculate (unified formula includes frozen_cash)
+    if total_assets <= 0:
+        frozen_cash = float(args.get('frozen', pf.get('frozen_cash', 0)) or 0)
+        total_assets = total_mv_cny + cash + frozen_cash
+    if market_value <= 0:
+        market_value = round(total_mv_cny, 2)
+    
+    position_pct = round(market_value / total_assets * 100, 2) if total_assets > 0 else 0
+
+    # Step 1: Update SQLite (regenerate_all reads from here)
+    print("\n→ 更新 SQLite holdings 表...")
+    conn = sqlite3.connect(DB_PATH)
+    c = conn.cursor()
+    c.execute('DELETE FROM holdings')
+    c.execute('DELETE FROM portfolio_summary')
+    for h in holdings:
+        c.execute('''
+            INSERT INTO holdings (code, name, shares, cost, position_pct, added_at, is_active)
+            VALUES (?, ?, ?, ?, ?, ?, 1)
+        ''', (h['code'], h['name'], h['shares'], h['cost_price'],
+              round(h['market_val'] / total_assets * 100, 2),
+              datetime.now().strftime('%Y-%m-%d')))
+    c.execute('''
+        INSERT INTO portfolio_summary (total_assets, stock_value, cash, position_pct, total_pnl, updated_at)
+        VALUES (?, ?, ?, ?, ?, ?)
+    ''', (round(total_assets, 2), round(market_value, 2), cash,
+          position_pct, 0, datetime.now().strftime('%Y-%m-%d %H:%M')))
+    conn.commit()
+    conn.close()
+    print(f"  OK - {len(holdings)} 只持仓")
+
+    # Step 2: Run full reassessment (reads SQLite, writes decisions.json + portfolio.json)
+    print("\n→ 全量策略重评...")
+    subprocess.run(
+        ["python3", "/home/hmo/.hermes/profiles/position-analyst/scripts/per_stock_reassess.py"],
+        capture_output=True, text=True, timeout=120
+    )
+    print(f"  完成")
+
+    # Step 3: Overwrite portfolio.json with correct aggregate numbers
+    # (regenerate_all writes its own format, we fix it back)
+    print("\n→ 修正 portfolio.json 汇总数据...")
+    portfolio = {
+        'holdings': holdings,
+        'cash': cash,
+        'total_market_value': market_value,
+        'total_assets': round(total_assets, 2),
+        'total_pl': 0,
+        'position_pct': position_pct,
+        'updated_at': datetime.now().strftime('%Y-%m-%d %H:%M'),
+        'source': STOCKS_FILE,
+    }
+    with open(PORTFOLIO_PATH, 'w') as f:
+        json.dump(portfolio, f, indent=2, ensure_ascii=False)
+    # DB 写入
+    try:
+        from mofin_db import get_conn, write_holdings_batch, write_portfolio_summary
+        conn = get_conn()
+        write_holdings_batch(conn, portfolio.get('holdings', []))
+        write_portfolio_summary(conn, portfolio)
+        conn.close()
+    except Exception as e:
+        print(f"  [DB写入失败] {e}")
+
+    # Step 4: Rebuild decision trees
+    print("\n→ 重建决策树...")
+    sys.path.insert(0, '/home/hmo/web-dashboard')
+    from strategy_tree import init_default_branches
+    with open('/home/hmo/web-dashboard/data/decisions.json') as f:
+        data = json.load(f)
+    ok = 0
+    for e in data.get('decisions', []):
+        branches = init_default_branches(
+            e.get('code', ''), e.get('name', ''),
+            e.get('entry_low', 0), e.get('entry_high', 0),
+            e.get('stop_loss', 0), e.get('take_profit', 0))
+        e['strategy_tree'] = {'branches': branches, 'created_at': datetime.now().strftime('%Y-%m-%d')}
+        ok += 1
+    with open('/home/hmo/web-dashboard/data/decisions.json', 'w') as f:
+        json.dump(data, f, indent=2, ensure_ascii=False)
+
+    print(f"\n{'='*50}")
+    print(f"导入完成：{len(holdings)}只持仓")
+    print(f"总资产: {round(total_assets):,.0f}元")
+    print(f"市值: {market_value:,.0f}元")
+    print(f"现金: {cash:,.0f}元")
+    print(f"仓位: {position_pct}%")
+    print(f"决策树: {ok}/{len(data.get('decisions',[]))}")
+
+
+if __name__ == '__main__':
+    main()
diff --git a/scripts/process_trade.py b/scripts/process_trade.py
index 84d41df..e955435 100644
--- a/scripts/process_trade.py
+++ b/scripts/process_trade.py
@@ -1,137 +1,148 @@
-#!/usr/bin/env python3
-"""process_trade.py — 处理交易截图，更新 portfolio.json
-
-Dad 发交易截图后，填入以下信息运行此脚本：
-  python3 process_trade.py --action buy --code 600563 --shares 100 --price 189.20
-
-它会：
-1. 更新 holdings（加/减股数，归零则移除）
-2. 更新 cash（买入减现金，卖出加现金）
-3. 同步更新 decisions.json 的 shares 字段
-4. 记录 changelog
-
-用法：
-  python3 process_trade.py --action sell --code 600563 --shares 100 --price 189.20
-  python3 process_trade.py --action buy --code 300308 --shares 50 --price 1230.00
-"""
-import json, sys, os
-from datetime import datetime
-
-PORTFOLIO_PATH = "/home/hmo/web-dashboard/data/portfolio.json"
-DECISIONS_PATH = "/home/hmo/web-dashboard/data/decisions.json"
-
-def parse_args():
-    args = {}
-    for i, a in enumerate(sys.argv[1:]):
-        if a.startswith("--"):
-            key = a.lstrip("-")
-            val = sys.argv[i+2] if i+2 < len(sys.argv) and not sys.argv[i+2].startswith("--") else None
-            args[key] = val
-    return args
-
-def main():
-    args = parse_args()
-    action = args.get("action", "")
-    code = args.get("code", "")
-    shares = int(float(args.get("shares", 0)))
-    price = float(args.get("price", 0))
-    name = args.get("name", "")
-
-    if not action or not code or not shares or not price:
-        print("用法: python3 process_trade.py --action sell --code 600563 --shares 100 --price 189.20")
-        sys.exit(1)
-
-    now = datetime.now().strftime("%Y-%m-%d %H:%M")
-    cost = shares * price
-
-    # 读数据
-    pf = json.load(open(PORTFOLIO_PATH))
-    dec = json.load(open(DECISIONS_PATH))
-
-    if action == "sell":
-        # 找持仓
-        found = None
-        for h in pf["holdings"]:
-            if h["code"] == code:
-                found = h
-                break
-        if not found:
-            print(f"❌ 错误: 代码 {code} 未在持仓中找到")
-            sys.exit(1)
-        old_shares = found.get("shares", 0)
-        if old_shares < shares:
-            print(f"❌ 错误: 持仓只有 {old_shares} 股，不够卖 {shares} 股")
-            sys.exit(1)
-        # 减股数
-        found["shares"] = old_shares - shares
-        found["updated_at"] = now
-        # 归零则移除
-        if found["shares"] <= 0:
-            pf["holdings"] = [h for h in pf["holdings"] if h["code"] != code]
-            print(f"  已全部清仓，从持仓移除")
-        # 加现金
-        old_cash = pf.get("cash", 0) or 0
-        pf["cash"] = round(old_cash + cost, 2)
-        print(f"  ✅ 卖出 {name}({code}) {shares}股 @{price} = {cost:.2f}")
-        print(f"  现金: {old_cash} → {pf['cash']}")
-
-    elif action == "buy":
-        # 找是否已有该股
-        found = None
-        for h in pf["holdings"]:
-            if h["code"] == code:
-                found = h
-                break
-        if found:
-            # 加权平均成本
-            old_shares = found.get("shares", 0) or 0
-            old_cost = found.get("cost", 0) or 0
-            total_cost = old_cost * old_shares + cost
-            new_shares = old_shares + shares
-            new_avg_cost = round(total_cost / new_shares, 2) if new_shares > 0 else price
-            found["shares"] = new_shares
-            found["cost"] = new_avg_cost
-            found["updated_at"] = now
-        else:
-            pf["holdings"].append({
-                "code": code, "name": name, "shares": shares,
-                "cost": price, "price": price, "updated_at": now
-            })
-        # 减现金
-        old_cash = pf.get("cash", 0) or 0
-        pf["cash"] = round(old_cash - cost, 2)
-        print(f"  ✅ 买入 {name}({code}) {shares}股 @{price} = {cost:.2f}")
-        print(f"  现金: {old_cash} → {pf['cash']}")
-
-    # 同步 decisions.json 的 shares
-    for d in dec.get("decisions", []):
-        if d["code"] == code:
-            old_dec_shares = d.get("shares", 0) or 0
-            d["shares"] = (d.get("shares", 0) or 0) + (shares if action == "buy" else -shares)
-            if d["shares"] <= 0 and action == "sell":
-                d["shares"] = 0
-                d["type"] = "自选策略"
-            d.setdefault("changelog", []).append({
-                "time": now,
-                "event": action,
-                "shares": shares,
-                "price": price,
-                "total": cost
-            })
-            break
-
-    # 写入
-    pf["updated_at"] = now
-    json.dump(pf, open(PORTFOLIO_PATH, "w"), indent=2, ensure_ascii=False)
-    json.dump(dec, open(DECISIONS_PATH, "w"), indent=2, ensure_ascii=False)
-
-    # 重算总资产
-    total_mv = sum((h.get("shares",0) or 0) * (h.get("price",0) or 0) for h in pf["holdings"])
-    total = round(total_mv + (pf.get("cash",0) or 0), 2)
-    print(f"\n📊 持仓市值: {total_mv:.2f}")
-    print(f"📊 现金: {pf.get('cash',0):.2f}")
-    print(f"📊 总资产: {total:.2f}")
-    print(f"📊 持仓 {len(pf['holdings'])} 只")
-
-if __name__ == "__main__":
-    main()
+#!/usr/bin/env python3
+"""process_trade.py — 处理交易截图，更新 portfolio.json
+
+Dad 发交易截图后，填入以下信息运行此脚本：
+  python3 process_trade.py --action buy --code 600563 --shares 100 --price 189.20
+
+它会：
+1. 更新 holdings（加/减股数，归零则移除）
+2. 更新 cash（买入减现金，卖出加现金）
+3. 同步更新 decisions.json 的 shares 字段
+4. 记录 changelog
+
+用法：
+  python3 process_trade.py --action sell --code 600563 --shares 100 --price 189.20
+  python3 process_trade.py --action buy --code 300308 --shares 50 --price 1230.00
+"""
+import json, sys, os
+from datetime import datetime
+
+PORTFOLIO_PATH = "/home/hmo/web-dashboard/data/portfolio.json"
+DECISIONS_PATH = "/home/hmo/web-dashboard/data/decisions.json"
+
+def parse_args():
+    args = {}
+    for i, a in enumerate(sys.argv[1:]):
+        if a.startswith("--"):
+            key = a.lstrip("-")
+            val = sys.argv[i+2] if i+2 < len(sys.argv) and not sys.argv[i+2].startswith("--") else None
+            args[key] = val
+    return args
+
+def main():
+    args = parse_args()
+    action = args.get("action", "")
+    code = args.get("code", "")
+    shares = int(float(args.get("shares", 0)))
+    price = float(args.get("price", 0))
+    name = args.get("name", "")
+
+    if not action or not code or not shares or not price:
+        print("用法: python3 process_trade.py --action sell --code 600563 --shares 100 --price 189.20")
+        sys.exit(1)
+
+    now = datetime.now().strftime("%Y-%m-%d %H:%M")
+    cost = shares * price
+
+    # 读数据
+    pf = json.load(open(PORTFOLIO_PATH))
+    dec = json.load(open(DECISIONS_PATH))
+
+    if action == "sell":
+        # 找持仓
+        found = None
+        for h in pf["holdings"]:
+            if h["code"] == code:
+                found = h
+                break
+        if not found:
+            print(f"❌ 错误: 代码 {code} 未在持仓中找到")
+            sys.exit(1)
+        old_shares = found.get("shares", 0)
+        if old_shares < shares:
+            print(f"❌ 错误: 持仓只有 {old_shares} 股，不够卖 {shares} 股")
+            sys.exit(1)
+        # 减股数
+        found["shares"] = old_shares - shares
+        found["updated_at"] = now
+        # 归零则移除
+        if found["shares"] <= 0:
+            pf["holdings"] = [h for h in pf["holdings"] if h["code"] != code]
+            print(f"  已全部清仓，从持仓移除")
+        # 加现金
+        old_cash = pf.get("cash", 0) or 0
+        pf["cash"] = round(old_cash + cost, 2)
+        print(f"  ✅ 卖出 {name}({code}) {shares}股 @{price} = {cost:.2f}")
+        print(f"  现金: {old_cash} → {pf['cash']}")
+
+    elif action == "buy":
+        # 找是否已有该股
+        found = None
+        for h in pf["holdings"]:
+            if h["code"] == code:
+                found = h
+                break
+        if found:
+            # 加权平均成本
+            old_shares = found.get("shares", 0) or 0
+            old_cost = found.get("cost", 0) or 0
+            total_cost = old_cost * old_shares + cost
+            new_shares = old_shares + shares
+            new_avg_cost = round(total_cost / new_shares, 2) if new_shares > 0 else price
+            found["shares"] = new_shares
+            found["cost"] = new_avg_cost
+            found["updated_at"] = now
+        else:
+            pf["holdings"].append({
+                "code": code, "name": name, "shares": shares,
+                "cost": price, "price": price, "updated_at": now
+            })
+        # 减现金
+        old_cash = pf.get("cash", 0) or 0
+        pf["cash"] = round(old_cash - cost, 2)
+        print(f"  ✅ 买入 {name}({code}) {shares}股 @{price} = {cost:.2f}")
+        print(f"  现金: {old_cash} → {pf['cash']}")
+
+    # 同步 decisions.json 的 shares
+    for d in dec.get("decisions", []):
+        if d["code"] == code:
+            old_dec_shares = d.get("shares", 0) or 0
+            d["shares"] = (d.get("shares", 0) or 0) + (shares if action == "buy" else -shares)
+            if d["shares"] <= 0 and action == "sell":
+                d["shares"] = 0
+                d["type"] = "自选策略"
+            d.setdefault("changelog", []).append({
+                "time": now,
+                "event": action,
+                "shares": shares,
+                "price": price,
+                "total": cost
+            })
+            break
+
+    # 写入 — DB 优先
+    pf["updated_at"] = now
+    try:
+        sys.path.insert(0, os.path.dirname(os.path.dirname(os.path.abspath(__file__))))
+        from mofin_db import get_conn, write_holdings_batch, write_portfolio_summary, write_holding_strategy
+        conn = get_conn()
+        write_holdings_batch(conn, pf.get('holdings', []))
+        write_portfolio_summary(conn, pf)
+        for d in dec.get('decisions', []):
+            write_holding_strategy(conn, d.get('code', ''), d.get('name', ''), d)
+        conn.close()
+    except Exception:
+        pass
+    json.dump(pf, open(PORTFOLIO_PATH, "w"), indent=2, ensure_ascii=False)
+    json.dump(dec, open(DECISIONS_PATH, "w"), indent=2, ensure_ascii=False)
+
+    # 重算总资产
+    total_mv = sum((h.get("shares",0) or 0) * (h.get("price",0) or 0) for h in pf["holdings"])
+    total = round(total_mv + (pf.get("cash",0) or 0), 2)
+    print(f"\n📊 持仓市值: {total_mv:.2f}")
+    print(f"📊 现金: {pf.get('cash',0):.2f}")
+    print(f"📊 总资产: {total:.2f}")
+    print(f"📊 持仓 {len(pf['holdings'])} 只")
+
+if __name__ == "__main__":
+    main()