知微
fa45d8aa5f
- health_checklist.json: 192.168.1.122→node122
- ocr_client.py: docstring IP→node122
- docs/market-data-requirements.md: IP→node122
- 所有API调用通过ProxyHandler({})绕过系统代理
Privoxy对node122:18003返回500，直连正常
113 lines
3.8 KiB
Bash
113 lines
3.8 KiB
Bash
# === LLM 配置 ===
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# 兼容 daily_stock_analysis 的 LiteLLM 配置优先级：
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# LITELLM_CONFIG > LLM_CHANNELS > LITELLM_MODEL/OPENAI|GEMINI|DEEPSEEK|OLLAMA
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# 极简方式：填一个供应商 key 即可
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# GEMINI_API_KEY=
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# DEEPSEEK_API_KEY=
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# OPENAI_API_KEY=
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# OPENAI_BASE_URL=
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# OLLAMA_API_BASE=http://localhost:11434
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# 推荐方式：显式指定 LiteLLM 模型名
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# LITELLM_MODEL=gemini/gemini-2.5-flash
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# LITELLM_FALLBACK_MODELS=openai/gpt-4o-mini,anthropic/claude-3-5-sonnet
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# 兼容旧变量
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# LLM_API_KEY=your_api_key
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# LLM_MODEL=gemini/gemini-2.5-flash
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# LLM_BASE_URL=
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# 多渠道模式
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# LLM_CHANNELS=primary
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# LLM_PRIMARY_PROTOCOL=openai
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# LLM_PRIMARY_BASE_URL=https://api.deepseek.com/v1
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# LLM_PRIMARY_API_KEYS=sk-xxx,sk-yyy
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# LLM_PRIMARY_MODELS=deepseek-chat,deepseek-reasoner
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# 高级 LiteLLM Router YAML
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# LITELLM_CONFIG=./litellm_config.yaml
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# === 可选 ===
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# LLM_CONTEXT=
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# LLM_TEMPERATURE=0.2
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# LLM_JSON_MODE=true
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# LLM_SILENT=true
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# LLM_RANK_WEIGHT=0.40
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# LLM_CANDIDATE_MULTIPLIER=6
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# LLM_MAX_CANDIDATES=30
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# LLM_MAX_RETRIES=1
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# LLM_MIN_COVERAGE=0.60
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# LLM_CONTEXT_MAX_CHARS=4000
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# LLM_CANDIDATE_CONTEXT_ENABLED=false
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# LLM_CANDIDATE_CONTEXT_MAX_CANDIDATES=8
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# LLM_CANDIDATE_CONTEXT_PROVIDERS=news,fund_flow,announcement
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# LLM_CANDIDATE_CONTEXT_NEWS_LIMIT=3
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# LLM_CANDIDATE_CONTEXT_ANNOUNCEMENT_LIMIT=3
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# LLM_CANDIDATE_CONTEXT_CACHE_ENABLED=true
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# LLM_CANDIDATE_CONTEXT_CACHE_TTL_HOURS=24
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# 未显式设置 SNAPSHOT_SOURCE_PRIORITY 时：无 Tushare token 默认 efinance,akshare_em,em_datacenter；
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# 有 token 默认 tushare,efinance,akshare_em,em_datacenter。Tushare 数据为最近交易日日线与 daily_basic，不是实时盘口
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# SNAPSHOT_SOURCE_PRIORITY=efinance,akshare_em,em_datacenter
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# ALPHASIFT_FALLBACK_SNAPSHOT_PATH=./data/snapshot.last_good.json
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# TUSHARE_TOKEN=
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# TUSHARE_API_URL=http://api.waditu.com
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# 可选：固定 Tushare 交易日，格式 YYYYMMDD，便于复现实验
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# TUSHARE_TRADE_DATE=
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# 稳定行业/概念锚点：优先使用本地映射文件；可选 akshare 板块反查默认关闭
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# INDUSTRY_MAP_FILES=./data/industry_map.csv
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# INDUSTRY_PROVIDER=none
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# INDUSTRY_PROVIDER_MAX_BOARDS=80
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# INDUSTRY_PROVIDER_CACHE_DIR=./data/industry_provider_cache
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# INDUSTRY_PROVIDER_CACHE_TTL_HOURS=24
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# L3 后置分析器，默认启用本地 scorecard；设为 none 可关闭
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# 可选：scorecard,dsa,external_http
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# POST_ANALYZERS=scorecard
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# POST_ANALYSIS_MAX_PICKS=3
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# POST_ANALYZER_URL=http://localhost:9000/rank
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# POST_ANALYZER_TIMEOUT_SEC=120
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# DSA 是可选 L3 分析器之一，不是默认依赖
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# DSA_API_URL=http://localhost:8000
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# DSA_REPORT_TYPE=detailed
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# DSA_MAX_PICKS=3
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# DSA_TIMEOUT_SEC=120
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# DSA_FORCE_REFRESH=false
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# DSA_NOTIFY=false
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# 日 K 增强默认关闭；策略必需日 K 字段时会自动启用候选级增强
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# DAILY_ENRICH_ENABLED=false
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# DAILY_ENRICH_MAX_CANDIDATES=100
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# DAILY_LOOKBACK_DAYS=120
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# DAILY_SOURCE=akshare
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# 可选：tushare 使用 Tushare Pro 前复权日线；auto 在有 TUSHARE_TOKEN 时优先用 tushare
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# TUSHARE_DAILY_ADJ=qfq
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# DAILY_FETCH_RETRIES=2
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# DAILY_FETCH_MAX_WORKERS=1
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# DAILY_HISTORY_CACHE_DIR=./data/daily_history
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# DAILY_HISTORY_CACHE_TTL_HOURS=24
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# 独立风险层
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# RISK_ENABLED=true
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# RISK_MAX_PENALTY=12
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# RISK_VETO_HIGH=false
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# LLM 行业/主题风险桶驱动的组合分散层
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# PORTFOLIO_DIVERSITY_ENABLED=true
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# PORTFOLIO_MAX_SAME_LLM_SECTOR=1
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# PORTFOLIO_CONCENTRATION_PENALTY=4
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# T+N 评估收益扣除的往返成本，单位 bps
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# EVALUATION_COST_BPS=0
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# 形态后验验证阈值：用于 evaluate/evaluate-batch 标记突破延续或失败
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# EVALUATION_FOLLOW_THROUGH_PCT=3
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# EVALUATION_FAILED_BREAKOUT_PCT=-3
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# 可选：评估时抓取日 K 路径，计算最大回撤和最大浮盈；会增加外部请求
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# EVALUATION_PRICE_PATH_ENABLED=false
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# EVALUATION_PRICE_PATH_LOOKBACK_DAYS=90
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# ALPHASIFT_DATA_DIR=./data
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# STRATEGIES_DIR=./strategies
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