diff --git a/__pycache__/strategy_lifecycle.cpython-312.pyc b/__pycache__/strategy_lifecycle.cpython-312.pyc
index 1e3d6ae..eeddeb7 100644
Binary files a/__pycache__/strategy_lifecycle.cpython-312.pyc and b/__pycache__/strategy_lifecycle.cpython-312.pyc differ
diff --git a/data/mofin.db-shm b/data/mofin.db-shm
index 3fc6c55..92a8eb7 100644
Binary files a/data/mofin.db-shm and b/data/mofin.db-shm differ
diff --git a/data/mofin.db-wal b/data/mofin.db-wal
index 154b8b5..6fe03e0 100644
Binary files a/data/mofin.db-wal and b/data/mofin.db-wal differ
diff --git a/data/portfolio.json b/data/portfolio.json
index 7b6032f..c4ef611 100644
--- a/data/portfolio.json
+++ b/data/portfolio.json
@@ -5,9 +5,9 @@
       "name": "中际旭创",
       "shares": 100,
       "cost": 1316.53,
-      "price": 1141.0,
+      "price": 1140.85,
       "market_value": 113604.0,
-      "change_pct": -6.72,
+      "change_pct": -6.73,
       "currency": "CNY",
       "position_pct": 15.27,
       "_currency": "CNY"
@@ -17,9 +17,9 @@
       "name": "长飞光纤光缆",
       "shares": 500,
       "cost": 263.72,
-      "price": 178.08,
+      "price": 174.09,
       "market_value": 89300.0,
-      "change_pct": -19.577,
+      "change_pct": -21.38,
       "currency": "CNY",
       "position_pct": 13.47,
       "_currency": "CNY"
@@ -29,9 +29,9 @@
       "name": "丘钛科技",
       "shares": 11000,
       "cost": 13.47,
-      "price": 6.02,
+      "price": 5.96,
       "market_value": 65890.0,
-      "change_pct": 0.0,
+      "change_pct": 0.146,
       "currency": "CNY",
       "position_pct": 7.97,
       "_currency": "CNY"
@@ -41,9 +41,9 @@
       "name": "紫金矿业",
       "shares": 2400,
       "cost": 39.89,
-      "price": 26.35,
+      "price": 26.39,
       "market_value": 63048.0,
-      "change_pct": 4.94,
+      "change_pct": 5.1,
       "currency": "CNY",
       "position_pct": 7.34,
       "_currency": "CNY"
@@ -53,9 +53,9 @@
       "name": "海博思创",
       "shares": 200,
       "cost": 266.95,
-      "price": 257.9,
+      "price": 257.27,
       "market_value": 51776.0,
-      "change_pct": -1.9,
+      "change_pct": -2.14,
       "currency": "CNY",
       "position_pct": 6.31,
       "_currency": "CNY"
@@ -65,9 +65,9 @@
       "name": "中芯国际",
       "shares": 300,
       "cost": 126.07,
-      "price": 146.57,
+      "price": 145.7,
       "market_value": 44112.0,
-      "change_pct": -5.12,
+      "change_pct": -5.68,
       "currency": "CNY",
       "position_pct": 5.44,
       "_currency": "CNY"
@@ -77,9 +77,9 @@
       "name": "建滔积层板",
       "shares": 500,
       "cost": 88.23,
-      "price": 73.35,
+      "price": 71.79,
       "market_value": 36415.0,
-      "change_pct": -14.675,
+      "change_pct": -16.49,
       "currency": "CNY",
       "position_pct": 5.28,
       "_currency": "CNY"
@@ -89,9 +89,9 @@
       "name": "华恒生物",
       "shares": 2800,
       "cost": 21.51,
-      "price": 17.21,
+      "price": 17.15,
       "market_value": 48244.0,
-      "change_pct": 5.13,
+      "change_pct": 4.76,
       "currency": "CNY",
       "position_pct": 5.25,
       "_currency": "CNY"
@@ -101,9 +101,9 @@
       "name": "宁德时代",
       "shares": 100,
       "cost": 401.78,
-      "price": 386.64,
+      "price": 385.91,
       "market_value": 38495.0,
-      "change_pct": 0.73,
+      "change_pct": 0.54,
       "currency": "CNY",
       "position_pct": 4.64,
       "_currency": "CNY"
@@ -113,9 +113,9 @@
       "name": "比亚迪股份",
       "shares": 600,
       "cost": 104.87,
-      "price": 68.19,
+      "price": 67.8,
       "market_value": 41070.0,
-      "change_pct": 8.558,
+      "change_pct": 7.94,
       "currency": "CNY",
       "position_pct": 4.62,
       "_currency": "CNY"
@@ -137,9 +137,9 @@
       "name": "腾讯",
       "shares": 100,
       "cost": null,
-      "price": 378.01,
+      "price": 377.67,
       "market_value": 37784.0,
-      "change_pct": 1.443,
+      "change_pct": 1.35,
       "currency": "CNY",
       "position_pct": null,
       "_currency": "CNY"
@@ -149,9 +149,9 @@
       "name": "中芯国际",
       "shares": 500,
       "cost": 75.94,
-      "price": 69.06,
+      "price": 68.32,
       "market_value": 34635.0,
-      "change_pct": -10.906,
+      "change_pct": -11.86,
       "currency": "CNY",
       "position_pct": 4.2,
       "_currency": "CNY"
@@ -161,9 +161,9 @@
       "name": "长芯博创",
       "shares": 100,
       "cost": 231.46,
-      "price": 227.05,
+      "price": 224.72,
       "market_value": 22592.0,
-      "change_pct": -10.61,
+      "change_pct": -11.53,
       "currency": "CNY",
       "position_pct": 3.2,
       "_currency": "CNY"
@@ -173,9 +173,9 @@
       "name": "黄金ETF华安",
       "shares": 2400,
       "cost": 12.19,
-      "price": 8.45,
+      "price": 8.47,
       "market_value": 20280.0,
-      "change_pct": 2.18,
+      "change_pct": 2.39,
       "currency": "CNY",
       "position_pct": 2.45,
       "_currency": "CNY"
@@ -185,9 +185,9 @@
       "name": "中科电气",
       "shares": 1400,
       "cost": 22.29,
-      "price": 14.32,
+      "price": 14.28,
       "market_value": 20062.0,
-      "change_pct": -0.83,
+      "change_pct": -1.11,
       "currency": "CNY",
       "position_pct": 2.42,
       "_currency": "CNY"
@@ -221,20 +221,20 @@
       "name": "中国神华",
       "shares": 500,
       "cost": 45.89,
-      "price": 34.14,
+      "price": 34.18,
       "market_value": 17115.0,
-      "change_pct": 1.143,
+      "change_pct": 1.25,
       "currency": "CNY",
       "position_pct": 2.14,
       "_currency": "CNY"
     }
   ],
-  "total_assets": 903571.0,
-  "total_mv": 823095.0,
+  "total_assets": 898730.0,
+  "total_mv": 818254.0,
   "stock_value": null,
   "cash": 80476.0,
   "frozen_cash": 0.0,
-  "position_pct": 91.09,
+  "position_pct": 91.05,
   "currency": "CNY",
-  "updated_at": "2026-07-02 13:56"
+  "updated_at": "2026-07-02 14:04"
 }
\ No newline at end of file
diff --git a/scripts/review_needed_watchdog.py b/scripts/review_needed_watchdog.py
new file mode 100644
index 0000000..f8a2afa
--- /dev/null
+++ b/scripts/review_needed_watchdog.py
@@ -0,0 +1,105 @@
+#!/usr/bin/env python3
+"""
+review_needed_watchdog.py — review_needed 策略自动跟进
+
+每30分钟扫描DB中 status=review_needed 的策略：
+1. 对每只策略调用 per_stock_reassess 重评
+2. 重评后 status 变 active → 通过，写入 changelog
+3. 还是 review_needed → retry_count+=1
+4. retry_count>=3 → 推 Dad 人工介入
+"""
+
+import sys, json, os, datetime
+
+sys.path.insert(0, "/home/hmo/web-dashboard")
+os.chdir("/home/hmo/MoFin")
+
+DEC_PATH = "/home/hmo/web-dashboard/data/decisions.json"
+RETRY_FILE = "/home/hmo/web-dashboard/data/review_needed_retry.json"
+XMPP_USER = "hmo@yoin.fun"
+XMPP_BRIDGE = "http://192.168.1.246:5805/xmpp/send"
+
+def load_retry():
+    try:
+        return json.load(open(RETRY_FILE))
+    except:
+        return {}
+
+def save_retry(data):
+    json.dump(data, open(RETRY_FILE, "w"), indent=2)
+
+def push_xmpp(text):
+    try:
+        from urllib.request import Request, urlopen
+        payload = json.dumps({"to": XMPP_USER, "body": text.strip()}).encode()
+        req = Request(XMPP_BRIDGE, data=payload, headers={"Content-Type": "application/json"})
+        urlopen(req, timeout=5)
+        print(f"  [XMPP] 已推送")
+    except Exception as e:
+        print(f"  [XMPP推送失败] {e}")
+
+def main():
+    dec = json.load(open(DEC_PATH))
+    review_list = [d for d in dec.get("decisions", []) if d.get("status") == "review_needed"]
+    retry_data = load_retry()
+    today = datetime.date.today().isoformat()
+
+    if not review_list:
+        print("[SILENT] 无待处理策略")
+        return
+
+    print(f"发现 {len(review_list)} 只 review_needed 策略")
+    changes = False
+    for d in review_list:
+        code = d["code"]
+        name = d.get("name", code)
+        retries = retry_data.get(code, {}).get("count", 0) + 1
+        retry_data[code] = {"count": retries, "last_attempt": today}
+
+        if retries >= 3:
+            print(f"  ⛔ {name}({code}) 已重试{retries}次，跳过")
+            continue
+
+        print(f"  🔄 {name}({code}) 第{retries}次重试...")
+        import subprocess
+        r = subprocess.run(
+            [sys.executable, "/home/hmo/MoFin/scripts/per_stock_reassess.py", code],
+            capture_output=True, text=True, timeout=30
+        )
+        out = (r.stdout or "") + (r.stderr or "")
+        print(f"    {out[:200]}")
+
+        # 重读决策
+        dec2 = json.load(open(DEC_PATH))
+        for d2 in dec2.get("decisions", []):
+            if d2["code"] == code:
+                if d2.get("status") == "active":
+                    print(f"  ✅ {name}({code}) 重评通过！")
+                    retry_data[code] = {"count": 0, "last_attempt": today}
+                    changes = True
+                elif d2.get("status") == "review_needed":
+                    issues = d2.get("quality_issues", {}).get("critical", [])
+                    print(f"  ❌ {name}({code}) 仍 review_needed ({issues})")
+                break
+
+    # 3次以上失败 → 推 Dad
+    dead = [code for code, v in retry_data.items() if v.get("count", 0) >= 3]
+    if dead:
+        names = []
+        for code in dead:
+            for d in dec.get("decisions", []):
+                if d["code"] == code:
+                    names.append(f"{d.get('name', code)}({code})")
+                    break
+        msg = f"【知微】策略质量审核 {today}\n以下策略3次自动重评均失败，需人工介入：\n"
+        for n in names:
+            msg += f"  - {n}\n"
+        msg += "\n原因可能是：缺少技术面数据 / 行业信息不完整 / 利润保护目标无法确定。"
+        push_xmpp(msg)
+
+    save_retry(retry_data)
+    if not changes:
+        print("[SILENT] 状态无变化")
+
+if __name__ == "__main__":
+    main()