168 lines
6.0 KiB
Python
168 lines
6.0 KiB
Python
#!/usr/bin/env python3
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"""
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小唯股票自动复盘 — 每日检查多账户成交，生成复盘报告
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==================================================
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有平仓交易才推送（静默模式），无交易不打扰。
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功能：
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- 检查各行业账户今日平仓记录
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- 汇总账户盈亏/胜率/持仓
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- 生成复盘报告推飞书
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- 周度复盘：周五包含本周总结
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用法：python3 stock_review.py [--push]
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"""
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import json, sys, urllib.request
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from datetime import datetime, timedelta
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from pathlib import Path
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OUTPUT = Path.home() / ".hermes" / "stock_backtest"
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MULTI_DIR = OUTPUT / "multi_account"
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FEISHU_WEBHOOK = "https://open.feishu.cn/open-apis/bot/v2/hook/446db983-e392-4d2c-bfb8-f9060e5df3ad"
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STATE_FILE = OUTPUT / "review_state.json"
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ACCOUNT_INDUSTRIES = ["新能源", "科技", "煤炭", "半导体", "证券", "有色", "石油",
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"白酒", "医药", "地产"]
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def load_state():
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if STATE_FILE.exists():
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try:
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return json.load(open(STATE_FILE))
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except Exception:
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pass
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return {"last_review": None, "last_week": None}
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def save_state(state):
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with open(STATE_FILE, "w") as f:
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json.dump(state, f, ensure_ascii=False, indent=2)
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def send_feishu(msg):
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try:
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payload = json.dumps({"msg_type": "text", "content": {"text": msg}}).encode()
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req = urllib.request.Request(FEISHU_WEBHOOK, data=payload,
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headers={"Content-Type": "application/json"})
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urllib.request.urlopen(req, timeout=8)
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return True
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except Exception:
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return False
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def load_account(industry):
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f = MULTI_DIR / f"account_{industry}.json"
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if not f.exists():
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return None
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try:
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return json.load(open(f))
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except Exception:
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return None
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def generate_review():
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"""生成复盘报告（有交易才返回内容）"""
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today = datetime.now().strftime("%Y-%m-%d")
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is_friday = datetime.now().weekday() == 4
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state = load_state()
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lines = [f"📋 股票复盘 {today}"]
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# 1. 今日平仓记录
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today_trades = []
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total_pnl = 0
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for ind in ACCOUNT_INDUSTRIES:
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acct = load_account(ind)
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if not acct:
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continue
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for t in acct.get("closed_trades", []):
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if t.get("date") == today:
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today_trades.append({"industry": ind, "stock": acct.get("stock", ind), **t})
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total_pnl += t.get("pnl", 0)
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if not today_trades:
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# 无交易：检查是否有持仓需要展示
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has_positions = False
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pos_lines = []
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total_assets = 0
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for ind in ACCOUNT_INDUSTRIES:
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acct = load_account(ind)
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if not acct:
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continue
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total_assets += acct.get("current_capital", 0)
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if acct.get("positions"):
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has_positions = True
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shares = sum(p["shares"] for p in acct["positions"])
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cost = sum(p["shares"] * p["avg_cost"] for p in acct["positions"])
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pos_lines.append(f" {acct.get('stock', ind)}({ind}): {shares}股 成本{cost:.0f}")
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if not has_positions:
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return None # 无交易无持仓，静默
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lines.append(f"\n💰 总资产: {total_assets:.0f}")
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lines.append(f"\n📦 当前持仓:")
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lines.extend(pos_lines)
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lines.append("\n无今日平仓，继续持有观察。")
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else:
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lines.append(f"\n📈 今日平仓 {len(today_trades)} 笔:")
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wins = 0
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for t in today_trades:
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pnl_pct = t.get("pnl_pct", 0)
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emoji = "🟢" if pnl_pct > 0 else "🔴"
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if pnl_pct > 0:
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wins += 1
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lines.append(f" {emoji} {t['stock']}({t['industry']}): 买{t.get('buy_price',0):.2f}→卖{t.get('sell_price',0):.2f} "
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f"{t.get('pnl',0):+.0f} ({pnl_pct:+.1f}%)")
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lines.append(f"\n 胜率: {wins}/{len(today_trades)} | 今日盈亏: {total_pnl:+.0f}")
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# 2. 账户汇总
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lines.append(f"\n📊 账户汇总:")
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total_assets = 0
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for ind in ACCOUNT_INDUSTRIES:
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acct = load_account(ind)
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if not acct:
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continue
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shares = sum(p["shares"] for p in acct["positions"]) if acct.get("positions") else 0
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total_cost = sum(p["shares"] * p["avg_cost"] for p in acct["positions"]) if acct.get("positions") else 0
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total_assets += acct.get("current_capital", 0) + (total_cost if shares else 0)
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pos_str = f"持仓{shares}股" if shares else "空仓"
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lines.append(f" {acct.get('stock', ind)}({ind}): {pos_str} 资金{acct.get('current_capital',0):.0f}")
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lines.append(f"\n💰 总资产: {total_assets:.0f}")
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# 3. 周度总结（周五）
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if is_friday:
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week_key = datetime.now().isocalendar()[1]
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if state.get("last_week") != week_key:
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week_trades = []
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week_pnl = 0
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week_start = (datetime.now() - timedelta(days=5)).strftime("%Y-%m-%d")
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for ind in ACCOUNT_INDUSTRIES:
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acct = load_account(ind)
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if not acct:
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continue
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for t in acct.get("closed_trades", []):
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if t.get("date", "") >= week_start:
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week_trades.append(t)
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week_pnl += t.get("pnl", 0)
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lines.append(f"\n📅 本周总结（{len(week_trades)} 笔平仓，盈亏 {week_pnl:+.0f}）")
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lines.append(" - 复盘 MA20 信号有效性，检查行业动量变化")
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lines.append(" - 参考周五 17:20 行业扫描 + 17:30 因子快照")
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state["last_week"] = week_key
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state["last_review"] = today
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save_state(state)
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return "\n".join(lines)
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if __name__ == "__main__":
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push = "--push" in sys.argv
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report = generate_review()
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if report:
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print(report)
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if push:
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ok = send_feishu(report)
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print(f"\n{'✅ 已推送飞书' if ok else '⚠️ 推送失败'}")
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else:
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print("(无交易无持仓，静默)")
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