zhiwei
9b9c37002a
核心模块： - 策略生命周期管理 (strategy_lifecycle.py) - 技术分析引擎 (technical_analysis.py) - 双维度策略评估 (strategy_evaluator.py) - 实时行情获取 (get_realtime_prices.py) - Web Dashboard (server.py, :8899) 提示词版本管理： - prompt_manager 模块 — 统一管理所有知微提示词 - 8个提示词共24个版本已录入 - 策略→提示词版本关联追踪 - Dashboard「提示词」Tab 数据源增强： - 服务端 POST /api/update/realtime 端点已就绪 - clients/tdx-relay/ — 小小莫在Windows上开发的通达信中继 - 解决港股15分钟延迟问题
407 lines
19 KiB
JSON
407 lines
19 KiB
JSON
{
|
||
"prompts": [
|
||
{
|
||
"id": "strategy-generation",
|
||
"name": "策略生成规则",
|
||
"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",
|
||
"category": "strategy",
|
||
"locations": [
|
||
"/home/hmo/web-dashboard/strategy_lifecycle.py",
|
||
"/home/hmo/projects/MoFin/src/strategy_lifecycle.py",
|
||
"finance/price-range-monitor SKILL.md"
|
||
],
|
||
"versions": [
|
||
{
|
||
"version": "v1",
|
||
"label": "初始机械百分比",
|
||
"created_at": "2026-06-09T08:00:00",
|
||
"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",
|
||
"content": "策略生成规则 v1（初始机械百分比）\n\n止损 = 成本 × 0.85（-15%）\n止盈 = 成本 × 1.20（+20%）\n买入区 = 现价 × 0.90 ~ 现价 × 1.05\n\n无技术面分析，纯百分比计算。\n",
|
||
"content_path": "/home/hmo/projects/MoFin/data/prompts/versions/strategy-generation-v1.md",
|
||
"author": "知微",
|
||
"status": "deprecated",
|
||
"tags": [
|
||
"机械百分比"
|
||
]
|
||
},
|
||
{
|
||
"version": "v2",
|
||
"label": "技术面支撑压力位 v1",
|
||
"created_at": "2026-06-11T10:00:00",
|
||
"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",
|
||
"content": "策略生成规则 v2（技术面支撑压力位 v1）\n\n1. 止损 = 强支撑（strong_support），约5-8%跌幅\n2. 止盈 = 强压力（strong_resist）\n3. 买入区 = 弱支撑(ws) ~ 弱压力(wr)\n4. 新买入/已持仓统一策略\n5. 无R/R校验\n",
|
||
"content_path": "/home/hmo/projects/MoFin/data/prompts/versions/strategy-generation-v2.md",
|
||
"author": "知微",
|
||
"status": "deprecated",
|
||
"tags": [
|
||
"技术面",
|
||
"支撑压力"
|
||
]
|
||
},
|
||
{
|
||
"version": "v2.1",
|
||
"label": "技术面 + R/R 校验",
|
||
"created_at": "2026-06-12T10:00:00",
|
||
"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",
|
||
"content": "策略生成规则 v2.1（技术面 + R/R 校验）\n\n1. 止损 = 强支撑（新买入用弱支撑）\n2. 止盈 = 强压力（多级阻力位尝试满足R/R）\n3. 买入区 = 弱支撑~弱支撑×1.05\n4. R/R ≥ 2.0 校验（新买入推荐）\n5. 4% 最小波幅保护（单日振幅<2%时）\n6. 盈亏比不满足时：弱压→强压 逐级尝试\n",
|
||
"content_path": "/home/hmo/projects/MoFin/data/prompts/versions/strategy-generation-v2.1.md",
|
||
"author": "知微",
|
||
"status": "deprecated",
|
||
"tags": [
|
||
"技术面",
|
||
"R/R",
|
||
"最小波幅"
|
||
]
|
||
},
|
||
{
|
||
"version": "v2.2",
|
||
"label": "止损三级分离 + 移动止损",
|
||
"created_at": "2026-06-13T10:00:00",
|
||
"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",
|
||
"content": "策略生成规则 v2.2（止损三级分离 + 移动止损）\n\n| 场景 | 止损位置 | 逻辑 |\n|------|---------|------|\n| 新买入(cost=0) | 弱支撑(weak_support) | 入场失败小亏走人 |\n| 已持仓(profit≥-20%) | 强支撑(strong_support) | 趋势坏了才走 |\n| 深套(profit<-20%) | min(强支撑,...",
|
||
"content_path": "/home/hmo/projects/MoFin/data/prompts/versions/strategy-generation-v2.2.md",
|
||
"author": "知微",
|
||
"status": "deprecated",
|
||
"tags": [
|
||
"技术面",
|
||
"R/R",
|
||
"移动止损",
|
||
"三级止损"
|
||
]
|
||
},
|
||
{
|
||
"version": "v2.3",
|
||
"label": "买入区 R/R 约束 + 时机四象限",
|
||
"created_at": "2026-06-13T16:00:00",
|
||
"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",
|
||
"content": "策略生成规则 v2.3\n\n买入区 R/R 约束：\n- entry_high ≤ (target + min_rr × stop) / (1 + min_rr)\n- 新买入 min_rr=1.5，已持仓 min_rr=1.0\n- 坍缩保护：R/R约束导致买入区消失时标记\"不建议\"\n\n买入时机四象限：\n| 场景 | 操作 |\n|------|------|\n| ①放量跌入买入区 | ❌ 不买 |\n| ...",
|
||
"content_path": "/home/hmo/projects/MoFin/data/prompts/versions/strategy-generation-v2.3.md",
|
||
"author": "知微",
|
||
"status": "deprecated",
|
||
"tags": [
|
||
"技术面",
|
||
"R/R",
|
||
"买入时机",
|
||
"趋势位置"
|
||
]
|
||
},
|
||
{
|
||
"version": "v2.4",
|
||
"label": "R/R阈值差异化 + 止损最小距离",
|
||
"created_at": "2026-06-13T18:00:00",
|
||
"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",
|
||
"content": "策略生成规则 v2.4（当前活跃版本）\n\nR/R阈值差异化：\n| 场景 | 阈值 |\n|------|------|\n| 新买入 <1.5 | ❌ 不建议买入 |\n| 新买入 1.5~2.0 | ⚠️ 谨慎买入 |\n| 新买入 ≥2.0 | ✅ 正常 |\n| 已持仓 <0.5 | ⚠️ 盈亏比极低 |\n| 已持仓 0.5~1.5 | ⚠️ 不建议加仓 |\n| 已持仓 ≥1.5 | ✅ 无标记 |\n...",
|
||
"content_path": "/home/hmo/projects/MoFin/data/prompts/versions/strategy-generation-v2.4.md",
|
||
"author": "知微",
|
||
"status": "active",
|
||
"tags": [
|
||
"技术面",
|
||
"R/R阈值差异化",
|
||
"止损最小距离"
|
||
]
|
||
}
|
||
],
|
||
"created_at": "2026-06-09T08:00:00",
|
||
"updated_at": "2026-06-12T22:54:26.119522",
|
||
"current_version": "v2.4"
|
||
},
|
||
{
|
||
"id": "quick-scan",
|
||
"name": "快速盯盘",
|
||
"description": "交易时段每15分钟跑一次的盘中行情监控报告 prompt",
|
||
"category": "scan",
|
||
"locations": [
|
||
"cron job: 62a2ba59f7ff",
|
||
"finance/price-range-monitor SKILL.md"
|
||
],
|
||
"versions": [
|
||
{
|
||
"version": "v1",
|
||
"label": "初始版本",
|
||
"created_at": "2026-06-10T09:00:00",
|
||
"changelog": "初始版本，包含三段式报告格式",
|
||
"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。",
|
||
"content_path": "/home/hmo/projects/MoFin/data/prompts/versions/quick-scan-v1.md",
|
||
"author": "知微",
|
||
"status": "deprecated",
|
||
"tags": [
|
||
"三段式"
|
||
]
|
||
},
|
||
{
|
||
"version": "v2",
|
||
"label": "字数限制+数据纪律",
|
||
"created_at": "2026-06-11T10:00:00",
|
||
"changelog": "新增≤300字严格限制，要求查新闻原因(>±3%)，禁止模糊词",
|
||
"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)。",
|
||
"content_path": "/home/hmo/projects/MoFin/data/prompts/versions/quick-scan-v2.md",
|
||
"author": "知微",
|
||
"status": "deprecated",
|
||
"tags": [
|
||
"字数限制",
|
||
"数据纪律"
|
||
]
|
||
},
|
||
{
|
||
"version": "v3",
|
||
"label": "买入时机+唯一动词",
|
||
"created_at": "2026-06-12T14:00:00",
|
||
"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",
|
||
"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。",
|
||
"content_path": "/home/hmo/projects/MoFin/data/prompts/versions/quick-scan-v3.md",
|
||
"author": "知微",
|
||
"status": "active",
|
||
"tags": [
|
||
"唯一动词",
|
||
"买入时机"
|
||
]
|
||
}
|
||
],
|
||
"created_at": "2026-06-10T09:00:00",
|
||
"updated_at": "2026-06-12T22:54:26.121489",
|
||
"current_version": "v3"
|
||
},
|
||
{
|
||
"id": "evaluation-daily",
|
||
"name": "策略评估日报",
|
||
"description": "每日21:00自动运行的策略评估+反馈闭环 prompt",
|
||
"category": "evaluation",
|
||
"locations": [
|
||
"cron job: 9d1236d8a07f",
|
||
"finance/strategy-evaluation SKILL.md"
|
||
],
|
||
"versions": [
|
||
{
|
||
"version": "v1",
|
||
"label": "初始版本",
|
||
"created_at": "2026-06-09T21:00:00",
|
||
"changelog": "初始版本，运行strategy_evaluator.py并输出评估报告",
|
||
"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。",
|
||
"content_path": "/home/hmo/projects/MoFin/data/prompts/versions/evaluation-daily-v1.md",
|
||
"author": "知微",
|
||
"status": "deprecated",
|
||
"tags": [
|
||
"双维度评估"
|
||
]
|
||
},
|
||
{
|
||
"version": "v2",
|
||
"label": "反馈闭环+信号识别",
|
||
"created_at": "2026-06-11T21:00:00",
|
||
"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",
|
||
"content": "策略评估 v2（当前）：\n1. 运行 strategy_evaluator.py\n2. 读 evaluation.json + accuracy_stats.json\n3. 识别6种信号并生成调整建议\n4. 固化经验到 knowledge-log\n5. 无变化输出 SILENT 抑制推送\n",
|
||
"content_path": "/home/hmo/projects/MoFin/data/prompts/versions/evaluation-daily-v2.md",
|
||
"author": "知微",
|
||
"status": "active",
|
||
"tags": [
|
||
"反馈闭环",
|
||
"信号识别"
|
||
]
|
||
}
|
||
],
|
||
"created_at": "2026-06-09T21:00:00",
|
||
"updated_at": "2026-06-12T22:54:26.123163",
|
||
"current_version": "v2"
|
||
},
|
||
{
|
||
"id": "knowledge-extraction",
|
||
"name": "知识萃取",
|
||
"description": "每日16:30从当日分析中提炼可复用知识，写入 analyst-knowledge-log.md",
|
||
"category": "knowledge",
|
||
"locations": [
|
||
"cron job: e27e2e92ed80",
|
||
"finance/analyst-knowledge SKILL.md"
|
||
],
|
||
"versions": [
|
||
{
|
||
"version": "v1",
|
||
"label": "初始版本",
|
||
"created_at": "2026-06-11T16:30:00",
|
||
"changelog": "初始版本，从 decisions.json 和 evaluation.json 中提炼经验写入知识日志",
|
||
"content": "知识萃取 v1（当前）：\n1. 读 decisions.json 的 changelog 和 evaluation\n2. 读当天分析输出的 anomaly 信号\n3. 提炼 1-3 条可复用知识\n4. 写入 /home/hmo/Obsidian/knowledge/finance/analyst-knowledge-log.md\n5. 长期有效的规律 → memory add\n",
|
||
"content_path": "/home/hmo/projects/MoFin/data/prompts/versions/knowledge-extraction-v1.md",
|
||
"author": "知微",
|
||
"status": "active",
|
||
"tags": [
|
||
"知识沉淀"
|
||
]
|
||
}
|
||
],
|
||
"created_at": "2026-06-11T16:30:00",
|
||
"updated_at": "2026-06-12T22:54:26.124308",
|
||
"current_version": "v1"
|
||
},
|
||
{
|
||
"id": "portfolio-review",
|
||
"name": "持仓复查",
|
||
"description": "每周四20:00进行全面持仓基本面+技术面复查",
|
||
"category": "review",
|
||
"locations": [
|
||
"cron job: 5dde4e1a42ce",
|
||
"finance/price-range-monitor SKILL.md"
|
||
],
|
||
"versions": [
|
||
{
|
||
"version": "v1",
|
||
"label": "初始版本",
|
||
"created_at": "2026-06-11T20:00:00",
|
||
"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",
|
||
"content": "持仓复查 v1（当前）：\n1. 所有持仓个股逐个过：营收趋势、利润、利润率、PE/PB/ROE/负债率\n2. 技术面：支撑位、压力位、均线形态\n3. 最新研报目标价\n4. 近期重大新闻/催化剂\n5. 标记异常信号\n",
|
||
"content_path": "/home/hmo/projects/MoFin/data/prompts/versions/portfolio-review-v1.md",
|
||
"author": "知微",
|
||
"status": "active",
|
||
"tags": [
|
||
"全面复查"
|
||
]
|
||
}
|
||
],
|
||
"created_at": "2026-06-11T20:00:00",
|
||
"updated_at": "2026-06-12T22:54:26.125447",
|
||
"current_version": "v1"
|
||
},
|
||
{
|
||
"id": "system-health-check",
|
||
"name": "系统健康检查",
|
||
"description": "每日9:00检查MoFin所有核心组件是否正常运行",
|
||
"category": "health",
|
||
"locations": [
|
||
"cron job: 37c02f4d7df9",
|
||
"cron job: 88d6753bde11",
|
||
"/home/hmo/web-dashboard/system_health_check.py"
|
||
],
|
||
"versions": [
|
||
{
|
||
"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。",
|
||
"content_path": "/home/hmo/projects/MoFin/data/prompts/versions/system-health-check-v1.md",
|
||
"author": "知微",
|
||
"status": "deprecated",
|
||
"tags": [
|
||
"进程",
|
||
"端口"
|
||
]
|
||
},
|
||
{
|
||
"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\n- 进程：mofin-dashboard, xmpp-zhiwei, ejabberd\n- 端口：8899, 5222, 8643\n- 数据：portfolio/watchlist/decisions/market/price_events/evaluation/accuracy_stats\n- 活动：价格事件数/策略评估数/建议记录数\n- Cron: 两个pr...",
|
||
"content_path": "/home/hmo/projects/MoFin/data/prompts/versions/system-health-check-v2.md",
|
||
"author": "知微",
|
||
"status": "active",
|
||
"tags": [
|
||
"18项检查"
|
||
]
|
||
}
|
||
],
|
||
"created_at": "2026-06-09T09:00:00",
|
||
"updated_at": "2026-06-12T22:54:26.127525",
|
||
"current_version": "v2"
|
||
},
|
||
{
|
||
"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": [
|
||
{
|
||
"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",
|
||
"content_path": "/home/hmo/projects/MoFin/data/prompts/versions/report-format-v1.md",
|
||
"author": "知微",
|
||
"status": "deprecated",
|
||
"tags": [
|
||
"三段式"
|
||
]
|
||
},
|
||
{
|
||
"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。",
|
||
"content_path": "/home/hmo/projects/MoFin/data/prompts/versions/report-format-v2.md",
|
||
"author": "知微",
|
||
"status": "deprecated",
|
||
"tags": [
|
||
"字数限制",
|
||
"仓位"
|
||
]
|
||
},
|
||
{
|
||
"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）：\n1. 【重点推荐操作】≤3只，理由不重复\n2. 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\n3. 【风险关注】≤3只，距止损%+原因\n4. 【其余持仓】一行带过\n5. 全文≤600字\n6. 禁止：可关注/可考虑/建议观察/择机/试试\n7. A股在前港股在后\n",
|
||
"content_path": "/home/hmo/projects/MoFin/data/prompts/versions/report-format-v3.md",
|
||
"author": "知微",
|
||
"status": "active",
|
||
"tags": [
|
||
"唯一动词",
|
||
"理由可验证"
|
||
]
|
||
}
|
||
],
|
||
"created_at": "2026-06-10T14:00:00",
|
||
"updated_at": "2026-06-12T22:54:26.132639",
|
||
"current_version": "v3"
|
||
},
|
||
{
|
||
"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": [
|
||
{
|
||
"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。",
|
||
"content_path": "/home/hmo/projects/MoFin/data/prompts/versions/analysis-rules-v1.md",
|
||
"author": "知微",
|
||
"status": "deprecated",
|
||
"tags": [
|
||
"数据源"
|
||
]
|
||
},
|
||
{
|
||
"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）：\n1. 日期纪律：分析前先 date 确认日期星期\n2. 数据源：腾讯API主(港股)，新浪补充(A股昨收)\n3. 预检查：时间戳→交易日→策略数据\n4. A股优先于港股\n5. 涨跌>±3%查新闻\n6. A+H价差正常\n7. 买入时机四象限\n",
|
||
"content_path": "/home/hmo/projects/MoFin/data/prompts/versions/analysis-rules-v2.md",
|
||
"author": "知微",
|
||
"status": "active",
|
||
"tags": [
|
||
"日期纪律",
|
||
"预检查"
|
||
]
|
||
}
|
||
],
|
||
"created_at": "2026-06-09T10:00:00",
|
||
"updated_at": "2026-06-12T22:54:26.135054",
|
||
"current_version": "v2"
|
||
}
|
||
],
|
||
"updated_at": "2026-06-12T22:54:26.135269"
|
||
} |