feat: mo_alphasift_bridge.py — AlphaSift screening → MoFin watchlist auto-bridge

mo_alphasift_bridge.py

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+#!/usr/bin/env python3
+"""
+mo_alphasift_bridge.py — AlphaSift 选股 → MoFin 自选池自动对接
+
+流程：
+1. 调用 DSA AlphaSift API → 获取候选股列表
+2. 过滤（评分阈值 + 去重自选池/持仓）
+3. 写入 MoFin watchlist.json
+4. 调用 regenerate_all() 生成策略 → decisions.json
+5. price_monitor 自动接管监控
+
+用法：
+  python3 mo_alphasift_bridge.py                    # 默认策略 balanced_alpha
+  python3 mo_alphasift_bridge.py --strategy dual_low  # 指定策略
+  python3 mo_alphasift_bridge.py --dry-run           # 只看不写
+  python3 mo_alphasift_bridge.py --min-score 6       # 最低评分阈值
+
+集成到 cron:
+  0 10 * * 1-5 cd /home/hmo/MoFin && python3 mo_alphasift_bridge.py
+"""
+
+import sys, os, json, argparse, urllib.request, time
+from datetime import datetime
+from pathlib import Path
+
+# ── 配置 ─────────────────────────────────────────────────────────────
+
+DSA_API = "http://127.0.0.1:8001"
+MOFIN_DATA = Path("/home/hmo/web-dashboard/data")
+WATCHLIST_PATH = MOFIN_DATA / "watchlist.json"
+PORTFOLIO_PATH = MOFIN_DATA / "portfolio.json"
+
+DEFAULT_STRATEGY = "balanced_alpha"
+DEFAULT_MARKET = "cn"
+DEFAULT_MAX = 15
+MIN_SCORE = 5       # 最低评分
+MAX_ADD = 5         # 每次最多加几只
+
+
+def load_json(path):
+    try:
+        return json.loads(path.read_text(encoding="utf-8"))
+    except:
+        return None
+
+
+def save_json(path, data):
+    path.parent.mkdir(parents=True, exist_ok=True)
+    path.write_text(json.dumps(data, ensure_ascii=False, indent=2), encoding="utf-8")
+
+
+def call_api(endpoint, method="GET", body=None):
+    url = f"{DSA_API}{endpoint}"
+    data = json.dumps(body).encode() if body else None
+    req = urllib.request.Request(url, data=data, method=method,
+                                  headers={"Content-Type": "application/json"})
+    try:
+        with urllib.request.urlopen(req, timeout=120) as r:
+            return json.loads(r.read())
+    except Exception as e:
+        print(f"API 错误: {e}")
+        return None
+
+
+# ── 核心逻辑 ─────────────────────────────────────────────────────────
+
+def run_screen(strategy, market, max_results, dry_run=False):
+    """运行 AlphaSift 选股并写入 MoFin 自选池"""
+    
+    # 1. AlphaSift 选股
+    print(f"🔍 AlphaSift 选股: 策略={strategy} 市场={market}", flush=True)
+    result = call_api("/api/v1/alphasift/screen", "POST", {
+        "strategy": strategy, "market": market, "max_results": max_results
+    })
+    
+    if not result or not result.get("candidates"):
+        print("  ❌ 无候选股或 AlphaSift 返回空")
+        return
+    
+    candidates = result["candidates"]
+    print(f"  AlphaSift 返回 {len(candidates)} 只候选股")
+    if result.get("llm_market_view"):
+        print(f"  市场观点: {result['llm_market_view'][:80]}...")
+    
+    # 2. 加载现有自选池和持仓，去重
+    wl = load_json(WATCHLIST_PATH) or {"stocks": []}
+    pf = load_json(PORTFOLIO_PATH) or {"holdings": []}
+    
+    existing_codes = set()
+    for s in wl.get("stocks", []):
+        existing_codes.add(str(s.get("code", "")).strip())
+    for h in pf.get("holdings", []):
+        existing_codes.add(str(h.get("code", "")).strip())
+    
+    # 3. 过滤：评分达标 + 不在现有自选/持仓中
+    new_stocks = []
+    for c in candidates:
+        code = str(c.get("code", "")).strip()
+        score = c.get("score", 0) or c.get("llm_score", 0) or 0
+        name = c.get("name", "") or c.get("llm_thesis", "")[:20] or code
+        
+        if score < MIN_SCORE:
+            continue
+        if code in existing_codes:
+            print(f"  ⏭  {code} {name} (已在自选/持仓中)")
+            continue
+        
+        entry = {
+            "code": code,
+            "name": name,
+            "price": c.get("price", 0),
+            "tag": f"alpha_sift_{strategy}",
+            "source": "alpha_sift",
+            "added_at": datetime.now().strftime("%Y-%m-%d %H:%M"),
+            "alpha_score": score,
+            "alpha_reason": (c.get("reason", "") or c.get("llm_thesis", ""))[:200],
+            "analysis": {},
+        }
+        new_stocks.append(entry)
+        existing_codes.add(code)
+    
+    if not new_stocks:
+        print("  ℹ️  没有符合条件的新标的")
+        return
+    
+    # 限制数量
+    new_stocks = new_stocks[:MAX_ADD]
+    print(f"\n  ✅ 新增 {len(new_stocks)} 只到自选池:")
+    for s in new_stocks:
+        print(f"     {s['code']} {s['name']} (评分{s['alpha_score']})")
+    
+    if dry_run:
+        print("\n  [DRY RUN] 未实际写入")
+        return
+    
+    # 4. 写入 watchlist.json
+    wl["stocks"].extend(new_stocks)
+    wl["updated_at"] = datetime.now().strftime("%Y-%m-%d %H:%M")
+    save_json(WATCHLIST_PATH, wl)
+    print(f"  已写入 {WATCHLIST_PATH}")
+    
+    # 5. 触发策略生成
+    print("\n🔄 调用 regenerate_all() 生成策略...")
+    try:
+        sys.path.insert(0, str(MOFIN_DATA.parent))
+        from strategy_lifecycle import regenerate_all
+        result = regenerate_all(stdout=True)
+        if result:
+            print(f"  策略生成完成: total={result.get('total',0)} ok={result.get('ok',0)}")
+    except Exception as e:
+        print(f"  ⚠️ regenerate_all() 失败: {e}")
+        print("  新股票已加入自选池，下次 cron 会自动生成策略")
+
+
+# ── CLI ──────────────────────────────────────────────────────────────
+
+def main():
+    parser = argparse.ArgumentParser(description="AlphaSift → MoFin 自动对接")
+    parser.add_argument("--strategy", default=DEFAULT_STRATEGY,
+                        help=f"选股策略 (默认: {DEFAULT_STRATEGY})")
+    parser.add_argument("--market", default=DEFAULT_MARKET,
+                        help=f"市场 (默认: {DEFAULT_MARKET})")
+    parser.add_argument("--max", type=int, default=DEFAULT_MAX,
+                        help=f"AlphaSift 最多返回 (默认: {DEFAULT_MAX})")
+    parser.add_argument("--min-score", type=int, default=MIN_SCORE,
+                        help=f"最低评分 (默认: {MIN_SCORE})")
+    parser.add_argument("--dry-run", action="store_true",
+                        help="只看不写")
+    
+    args = parser.parse_args()
+    
+    # 列出可用策略
+    if args.strategy == "list":
+        r = call_api("/api/v1/alphasift/strategies")
+        if r and r.get("strategies"):
+            print("可用策略:")
+            for s in r["strategies"]:
+                print(f"  {s['id']}: {s.get('name','?')} - {s.get('description','')[:60]}")
+        return
+    
+    run_screen(args.strategy, args.market, args.max, args.dry_run)
+
+
+if __name__ == "__main__":
+    main()