持仓来源修复：holding.xls导入+持仓数据修正

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老问题：scripts读的是 strategy_staleness_report.json 里的旧现金值，
portfolio.json 被 strategy_lifecycle.regenerate_all 反复覆盖。

修复：
1. import_holding_xls.py — 从 ~/stocks/holding.xls 导入TSV持仓
   （含25只真实持仓，14A/11H，总市值93万，现金8万，仓位92%）
2. stale_push_wlin 现金来源改读 portfolio.json（取代旧stale_report缓存）
3. 港股市值×汇率修正（之前按1:1当人民币算，总资产多估了）
4. 每条策略的决策树同步重建

脚本执行：python3 MoFin/scripts/import_holding_xls.py （含全量重评）
Dad你以后更新holding.xls后跑这条命令就行

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知微

2026-06-24 11:19:29 +08:00

parent 046e81a202

commit df4f898bc4

6 changed files with 1445 additions and 1294 deletions

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data/decisions.json

+874 -618

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