知微 (MoFin)
aa0f740381
完整数据采集+分析管道： - market_watch.py：90行业板块采集（同花顺/东方财富） - 市场精选推荐 cron：全市场分析+候选池+星级推荐 - price_monitor.py：持仓/自选高频价格监控 - refresh_mtf_cache.py：多周期K线缓存 - 策略评估/知识萃取管道 文档：docs/ 含完整需求+架构设计 注意：尚未配置 git remote，笑笑接手后自行配置
494 lines
19 KiB
Python
494 lines
19 KiB
Python
#!/usr/bin/env python3
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"""初始化提示词注册表 — 录入所有现存提示词版本"""
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import sys
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import os
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sys.path.insert(0, os.path.dirname(os.path.dirname(__file__)))
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from prompt_manager.registry import add_prompt, add_version, list_prompts
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from prompt_manager.models import PromptDef, PromptVersion
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now = "2026-06-12T16:00:00" # 使用最近修改时间
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# ═══════════════════════════════════════════
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# 1. 策略生成规则 — 最核心的提示词
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# ═══════════════════════════════════════════
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strategy_gen = PromptDef(
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id="strategy-generation",
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name="策略生成规则",
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description="用于生成买入区/止损/止盈的技术面策略规则集，嵌入 strategy_lifecycle.py 的 reassess_strategy() 函数",
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category="strategy",
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locations=[
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"/home/hmo/web-dashboard/strategy_lifecycle.py",
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"/home/hmo/projects/MoFin/src/strategy_lifecycle.py",
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"finance/price-range-monitor SKILL.md",
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],
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versions=[],
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created_at="2026-06-09T08:00:00",
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updated_at=now,
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current_version="v2.4",
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)
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add_prompt(strategy_gen)
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# v1 — 初始机械百分比
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add_version("strategy-generation", PromptVersion(
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version="v1",
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label="初始机械百分比",
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created_at="2026-06-09T08:00:00",
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changelog="初始版本，基于固定百分比(±5~10%)计算买入区/止损/止盈，无技术面支撑",
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content="""策略生成规则 v1（初始机械百分比）
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止损 = 成本 × 0.85（-15%）
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止盈 = 成本 × 1.20（+20%）
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买入区 = 现价 × 0.90 ~ 现价 × 1.05
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无技术面分析，纯百分比计算。
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""",
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status="deprecated",
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tags=["机械百分比"],
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))
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# v2 — 技术面支撑压力位 v1
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add_version("strategy-generation", PromptVersion(
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version="v2",
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label="技术面支撑压力位 v1",
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created_at="2026-06-11T10:00:00",
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changelog="从机械百分比改为基于 technical_analysis.py 的支撑/压力位计算，止损放强支撑，止盈放强压力",
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content="""策略生成规则 v2（技术面支撑压力位 v1）
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1. 止损 = 强支撑（strong_support），约5-8%跌幅
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2. 止盈 = 强压力（strong_resist）
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3. 买入区 = 弱支撑(ws) ~ 弱压力(wr)
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4. 新买入/已持仓统一策略
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5. 无R/R校验
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""",
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status="deprecated",
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tags=["技术面", "支撑压力"],
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))
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# v2.1 — R/R 校验 + 最小波幅
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add_version("strategy-generation", PromptVersion(
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version="v2.1",
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label="技术面 + R/R 校验",
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created_at="2026-06-12T10:00:00",
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changelog="新增R/R≥2.0校验+4%最小波幅保护。修复比亚迪A单日振幅±0.5%导致R/R=0.8的问题。R/R不满足时尝试多级阻力位上调止盈",
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content="""策略生成规则 v2.1（技术面 + R/R 校验）
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1. 止损 = 强支撑（新买入用弱支撑）
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2. 止盈 = 强压力（多级阻力位尝试满足R/R）
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3. 买入区 = 弱支撑~弱支撑×1.05
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4. R/R ≥ 2.0 校验（新买入推荐）
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5. 4% 最小波幅保护（单日振幅<2%时）
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6. 盈亏比不满足时：弱压→强压 逐级尝试
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""",
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status="deprecated",
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tags=["技术面", "R/R", "最小波幅"],
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))
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# v2.2 — 止损三级分离 + 移动止损
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add_version("strategy-generation", PromptVersion(
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version="v2.2",
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label="止损三级分离 + 移动止损",
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created_at="2026-06-13T10:00:00",
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changelog="止损分三级（新买入/已持仓/深套）。新买入用弱支撑，已持仓用强支撑，深套取强撑/85%最低。盈利>5%启用移动止损保护利润",
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content="""策略生成规则 v2.2（止损三级分离 + 移动止损）
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| 场景 | 止损位置 | 逻辑 |
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|------|---------|------|
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| 新买入(cost=0) | 弱支撑(weak_support) | 入场失败小亏走人 |
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| 已持仓(profit≥-20%) | 强支撑(strong_support) | 趋势坏了才走 |
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| 深套(profit<-20%) | min(强支撑, 价×0.85) | 不轻易割 |
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盈利>5%：取 max(弱支撑, 成本线, 现价×0.95) 移动止损
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买入区 R/R 约束：新买入≥1.5，已持仓≥1.0
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买入区宽度收紧：只围绕弱支撑，不扩展到弱压力
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""",
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status="deprecated",
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tags=["技术面", "R/R", "移动止损", "三级止损"],
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))
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# v2.3 — 买入区 R/R 约束 + 买入时机模型
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add_version("strategy-generation", PromptVersion(
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version="v2.3",
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label="买入区 R/R 约束 + 时机四象限",
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created_at="2026-06-13T16:00:00",
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changelog="买入区自身增加R/R约束（entry_high满足1:1.5），新增买入时机四象限模型（放量跌不入/缩量回踩入/放量突破追/缩量反弹不追），趋势位置检测扩展有效区间",
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content="""策略生成规则 v2.3
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买入区 R/R 约束：
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- entry_high ≤ (target + min_rr × stop) / (1 + min_rr)
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- 新买入 min_rr=1.5，已持仓 min_rr=1.0
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- 坍缩保护：R/R约束导致买入区消失时标记"不建议"
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买入时机四象限：
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| 场景 | 操作 |
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|------|------|
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| ①放量跌入买入区 | ❌ 不买 |
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| ②缩量回踩弱支撑+放量反弹 | ✅ 买入 |
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| ③放量突破压力位 | ✅ 追买 |
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| ④缩量反弹到压力位 | ❌ 警惕 |
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趋势位置检测：股价>80%分位或<20%分位时自动扩展有效区间到价×8%
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""",
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status="deprecated",
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tags=["技术面", "R/R", "买入时机", "趋势位置"],
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))
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# v2.4 — 当前版本（R/R阈值差异化 + 止损最小距离保护）
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add_version("strategy-generation", PromptVersion(
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version="v2.4",
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label="R/R阈值差异化 + 止损最小距离",
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created_at="2026-06-13T18:00:00",
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changelog="R/R阈值差异化（新买入≥1.5/2.0/2.0三级，已持仓≥0.5/1.5两级），止损最小距离3%保护（正常持仓不被短线波动触发），买入区坍缩逻辑优化",
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content="""策略生成规则 v2.4（当前活跃版本）
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R/R阈值差异化：
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| 场景 | 阈值 |
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|------|------|
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| 新买入 <1.5 | ❌ 不建议买入 |
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| 新买入 1.5~2.0 | ⚠️ 谨慎买入 |
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| 新买入 ≥2.0 | ✅ 正常 |
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| 已持仓 <0.5 | ⚠️ 盈亏比极低 |
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| 已持仓 0.5~1.5 | ⚠️ 不建议加仓 |
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| 已持仓 ≥1.5 | ✅ 无标记 |
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止损最小距离：现价到止损≥3%（非深套场景）
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买入区坍缩：R/R约束导致entry_high<entry_low时，坍缩到[价×0.99, 价×1.01]
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其他规则继承 v2.3。
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""",
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status="active",
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tags=["技术面", "R/R阈值差异化", "止损最小距离"],
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))
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# ═══════════════════════════════════════════
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# 2. 快速盯盘
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# ═══════════════════════════════════════════
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quick_scan = PromptDef(
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id="quick-scan",
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name="快速盯盘",
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description="交易时段每15分钟跑一次的盘中行情监控报告 prompt",
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category="scan",
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locations=[
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"cron job: 62a2ba59f7ff",
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"finance/price-range-monitor SKILL.md",
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],
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versions=[],
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created_at="2026-06-10T09:00:00",
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updated_at=now,
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current_version="v3",
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)
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add_prompt(quick_scan)
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add_version("quick-scan", PromptVersion(
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version="v1",
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label="初始版本",
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created_at="2026-06-10T09:00:00",
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changelog="初始版本，包含三段式报告格式",
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content="快速盯盘 v1：三段式报告格式，每15分钟运行。包含重点推荐操作/风险关注/其余持仓。",
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status="deprecated",
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tags=["三段式"],
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))
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add_version("quick-scan", PromptVersion(
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version="v2",
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label="字数限制+数据纪律",
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created_at="2026-06-11T10:00:00",
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changelog="新增≤300字严格限制，要求查新闻原因(>±3%)，禁止模糊词",
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content="快速盯盘 v2：字数≤300字，涨跌>±3%必须查新闻，禁止模糊词(可关注/可考虑/建议观察)。",
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status="deprecated",
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tags=["字数限制", "数据纪律"],
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))
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add_version("quick-scan", PromptVersion(
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version="v3",
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label="买入时机+唯一动词",
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created_at="2026-06-12T14:00:00",
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changelog="新增买入时机四象限要求，每只推荐必须带唯一动作动词+数量+价格，仓位必写",
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content="快速盯盘 v3（当前）：三段式≤300字，每只推荐必须带唯一动作动词+数量+价格，仓位%必写，禁止选择题。买入时机四象限：放量跌不入/缩量回踩入/放量突破追/缩量反弹不追。",
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status="active",
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tags=["唯一动词", "买入时机"],
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))
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# ═══════════════════════════════════════════
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# 3. 策略评估日报
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# ═══════════════════════════════════════════
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eval_daily = PromptDef(
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id="evaluation-daily",
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name="策略评估日报",
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description="每日21:00自动运行的策略评估+反馈闭环 prompt",
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category="evaluation",
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locations=[
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"cron job: 9d1236d8a07f",
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"finance/strategy-evaluation SKILL.md",
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],
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versions=[],
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created_at="2026-06-09T21:00:00",
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updated_at=now,
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current_version="v2",
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)
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add_prompt(eval_daily)
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add_version("evaluation-daily", PromptVersion(
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version="v1",
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label="初始版本",
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created_at="2026-06-09T21:00:00",
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changelog="初始版本，运行strategy_evaluator.py并输出评估报告",
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content="策略评估 v1：运行评估脚本 → 读取 evaluation.json → 输出双维度评估报告。",
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status="deprecated",
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tags=["双维度评估"],
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))
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add_version("evaluation-daily", PromptVersion(
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version="v2",
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label="反馈闭环+信号识别",
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created_at="2026-06-11T21:00:00",
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changelog="新增反馈闭环机制：识别6种策略信号（买入区从未触发/频繁止损/价格远超止盈/理论实际差距/连续正确/连续错误），自动生成调整建议",
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content="""策略评估 v2（当前）：
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1. 运行 strategy_evaluator.py
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2. 读 evaluation.json + accuracy_stats.json
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3. 识别6种信号并生成调整建议
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4. 固化经验到 knowledge-log
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5. 无变化输出 SILENT 抑制推送
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""",
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status="active",
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tags=["反馈闭环", "信号识别"],
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))
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# ═══════════════════════════════════════════
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# 4. 知识萃取
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# ═══════════════════════════════════════════
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knowledge = PromptDef(
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id="knowledge-extraction",
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name="知识萃取",
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description="每日16:30从当日分析中提炼可复用知识，写入 analyst-knowledge-log.md",
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category="knowledge",
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locations=[
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"cron job: e27e2e92ed80",
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"finance/analyst-knowledge SKILL.md",
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],
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versions=[],
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created_at="2026-06-11T16:30:00",
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updated_at=now,
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current_version="v1",
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)
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add_prompt(knowledge)
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add_version("knowledge-extraction", PromptVersion(
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version="v1",
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label="初始版本",
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created_at="2026-06-11T16:30:00",
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changelog="初始版本，从 decisions.json 和 evaluation.json 中提炼经验写入知识日志",
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content="""知识萃取 v1（当前）：
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1. 读 decisions.json 的 changelog 和 evaluation
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2. 读当天分析输出的 anomaly 信号
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3. 提炼 1-3 条可复用知识
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4. 写入 /home/hmo/Obsidian/knowledge/finance/analyst-knowledge-log.md
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5. 长期有效的规律 → memory add
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""",
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status="active",
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tags=["知识沉淀"],
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))
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# ═══════════════════════════════════════════
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# 5. 持仓复查
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# ═══════════════════════════════════════════
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review = PromptDef(
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id="portfolio-review",
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name="持仓复查",
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description="每周四20:00进行全面持仓基本面+技术面复查",
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category="review",
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locations=[
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"cron job: 5dde4e1a42ce",
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"finance/price-range-monitor SKILL.md",
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],
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versions=[],
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created_at="2026-06-11T20:00:00",
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updated_at=now,
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current_version="v1",
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)
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add_prompt(review)
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add_version("portfolio-review", PromptVersion(
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version="v1",
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label="初始版本",
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created_at="2026-06-11T20:00:00",
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changelog="初始版本，逐个过所有持仓的营收/利润/PE/PB/ROE/技术面/研报/新闻",
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content="""持仓复查 v1（当前）：
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1. 所有持仓个股逐个过：营收趋势、利润、利润率、PE/PB/ROE/负债率
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2. 技术面：支撑位、压力位、均线形态
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3. 最新研报目标价
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4. 近期重大新闻/催化剂
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5. 标记异常信号
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""",
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status="active",
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tags=["全面复查"],
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))
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# ═══════════════════════════════════════════
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# 6. 系统健康检查
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# ═══════════════════════════════════════════
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health = PromptDef(
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id="system-health-check",
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name="系统健康检查",
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description="每日9:00检查MoFin所有核心组件是否正常运行",
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category="health",
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locations=[
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"cron job: 37c02f4d7df9",
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"cron job: 88d6753bde11",
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"/home/hmo/web-dashboard/system_health_check.py",
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],
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versions=[],
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created_at="2026-06-09T09:00:00",
|
||
updated_at=now,
|
||
current_version="v2",
|
||
)
|
||
|
||
add_prompt(health)
|
||
|
||
add_version("system-health-check", PromptVersion(
|
||
version="v1",
|
||
label="初始版本",
|
||
created_at="2026-06-09T09:00:00",
|
||
changelog="初始版本，检查进程/端口/数据文件",
|
||
content="健康检查 v1：检查 mofin-dashboard/xmpp-zhiwei/ejabberd 进程，8899/5222/8643端口，数据文件存在性。",
|
||
status="deprecated",
|
||
tags=["进程", "端口"],
|
||
))
|
||
add_version("system-health-check", PromptVersion(
|
||
version="v2",
|
||
label="18项全面检查",
|
||
created_at="2026-06-10T09:00:00",
|
||
changelog="扩展为18项检查：进程+端口+数据文件+价格事件+策略评估+建议记录+cron jobs+数据新鲜度",
|
||
content="""健康检查 v2（当前）：18项检查
|
||
- 进程：mofin-dashboard, xmpp-zhiwei, ejabberd
|
||
- 端口：8899, 5222, 8643
|
||
- 数据：portfolio/watchlist/decisions/market/price_events/evaluation/accuracy_stats
|
||
- 活动：价格事件数/策略评估数/建议记录数
|
||
- Cron: 两个profile
|
||
- 数据新鲜度：文件更新时间
|
||
""",
|
||
status="active",
|
||
tags=["18项检查"],
|
||
))
|
||
|
||
|
||
# ═══════════════════════════════════════════
|
||
# 7. 报告格式规范
|
||
# ═══════════════════════════════════════════
|
||
format_rules = PromptDef(
|
||
id="report-format",
|
||
name="报告格式规范",
|
||
description="所有分析报告的三段式输出格式规则，嵌入 price-range-monitor SKILL.md 和 cron 提示词",
|
||
category="format",
|
||
locations=[
|
||
"finance/price-range-monitor SKILL.md",
|
||
"finance/price-range-monitor/references/report-format-final-2026-06-10.md",
|
||
"/home/hmo/Obsidian/knowledge/finance/zhiwei-analysis-rules.md",
|
||
],
|
||
versions=[],
|
||
created_at="2026-06-10T14:00:00",
|
||
updated_at=now,
|
||
current_version="v3",
|
||
)
|
||
|
||
add_prompt(format_rules)
|
||
|
||
add_version("report-format", PromptVersion(
|
||
version="v1",
|
||
label="初始格式",
|
||
created_at="2026-06-10T14:00:00",
|
||
changelog="初始三段式格式：重点推荐操作(≤3)/风险关注(≤3)/其余持仓",
|
||
content="三段式 v1：【重点推荐操作】≤3只 / 【风险关注】≤3只 / 【其余持仓】一行概括",
|
||
status="deprecated",
|
||
tags=["三段式"],
|
||
))
|
||
add_version("report-format", PromptVersion(
|
||
version="v2",
|
||
label="字数限制+仓位必写",
|
||
created_at="2026-06-11T16:00:00",
|
||
changelog="新增≤800字限制，仓位%必写(现→建议)，技术面四个数字必写，禁止模糊词",
|
||
content="三段式 v2：≤800字，仓位%必写，技术面四数字(强阻/弱阻/强撑/弱撑)必写，禁止模糊词/选择题。",
|
||
status="deprecated",
|
||
tags=["字数限制", "仓位"],
|
||
))
|
||
add_version("report-format", PromptVersion(
|
||
version="v3",
|
||
label="唯一动词+理由可验证",
|
||
created_at="2026-06-12T16:00:00",
|
||
changelog="每只推荐必须带唯一动作动词+数量+价格，理由必须可验证（用户原话：我要验证你是不是按我说的逻辑定策略）",
|
||
content="""三段式 v3（当前）：
|
||
1. 【重点推荐操作】≤3只，理由不重复
|
||
2. 每只：仓位(现→建议) + 技术面四数字 + 操作(唯一动词+数量+价) + 可验证理由
|
||
3. 【风险关注】≤3只，距止损%+原因
|
||
4. 【其余持仓】一行带过
|
||
5. 全文≤600字
|
||
6. 禁止：可关注/可考虑/建议观察/择机/试试
|
||
7. A股在前港股在后
|
||
""",
|
||
status="active",
|
||
tags=["唯一动词", "理由可验证"],
|
||
))
|
||
|
||
|
||
# ═══════════════════════════════════════════
|
||
# 8. 分析规则
|
||
# ═══════════════════════════════════════════
|
||
analysis_rules = PromptDef(
|
||
id="analysis-rules",
|
||
name="分析规则",
|
||
description="单股/行业分析流程规则：数据源纪律、A+H股处理、异常处理、买入时机四象限",
|
||
category="analysis",
|
||
locations=[
|
||
"finance/price-range-monitor SKILL.md",
|
||
"/home/hmo/Obsidian/knowledge/finance/analysis-rules.md",
|
||
"/home/hmo/Obsidian/knowledge/finance/zhiwei-analysis-rules.md",
|
||
],
|
||
versions=[],
|
||
created_at="2026-06-09T10:00:00",
|
||
updated_at=now,
|
||
current_version="v2",
|
||
)
|
||
|
||
add_prompt(analysis_rules)
|
||
|
||
add_version("analysis-rules", PromptVersion(
|
||
version="v1",
|
||
label="初始规则",
|
||
created_at="2026-06-09T10:00:00",
|
||
changelog="初始分析规则：腾讯API数据源、港股字段映射、涨跌>3%查新闻",
|
||
content="分析规则 v1：腾讯API港股字段映射，涨跌>±3%必须查新闻，A+H股价差正常。",
|
||
status="deprecated",
|
||
tags=["数据源"],
|
||
))
|
||
add_version("analysis-rules", PromptVersion(
|
||
version="v2",
|
||
label="日期纪律+预检查清单",
|
||
created_at="2026-06-12T16:00:00",
|
||
changelog="新增日期铁律(分析前先date)、预分析自查清单(时间戳/交易日/策略数据)、A股优先于港股",
|
||
content="""分析规则 v2（当前）：
|
||
1. 日期纪律：分析前先 date 确认日期星期
|
||
2. 数据源：腾讯API主(港股)，新浪补充(A股昨收)
|
||
3. 预检查：时间戳→交易日→策略数据
|
||
4. A股优先于港股
|
||
5. 涨跌>±3%查新闻
|
||
6. A+H价差正常
|
||
7. 买入时机四象限
|
||
""",
|
||
status="active",
|
||
tags=["日期纪律", "预检查"],
|
||
))
|
||
|
||
|
||
print("✅ 提示词注册表初始化完成！")
|
||
print(f" 共注册 {len(list_prompts())} 个提示词")
|
||
for p in list_prompts():
|
||
print(f" - {p['id']}: {p['name']} ({len(p['versions'])} 个版本)")
|