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skills/stock-analysis-skill/src/analyzer.ts Executable file
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/**
* analyzer.ts — LLM/VLM 分析层
* 七段式决策仪表盘 + 美股可附加股息分析
*/
import ZAI from "z-ai-web-dev-sdk";
import { StockData, AnalysisResult, OutputFormat, Market, Verdict, PositionInfo } from "./types";
import { validateStockData } from "./dataFetcher";
import { analyzeDividend, formatDividendMarkdown } from "./dividend";
const MARKET_LABEL: Record<Market, string> = { CN: "A股", HK: "港股", US: "美股" };
// ── 仪表盘 Prompt ─────────────────────────────────────────
function buildDashboardPrompt(
data: StockData,
position: PositionInfo | undefined,
warnings: string[]
): string {
const warningBlock = warnings.length > 0
? `⚠️ 数据预警（必须在报告中体现）：\n${warnings.map((w) => `- ${w}`).join("\n")}\n\n`
: "";
const positionBlock = position
? position.status === "holding"
? `用户持仓：持仓中，成本价 ${position.cost ?? "未知"} 元${position.shares ? `，${position.shares} 股` : ""}。请给出盈亏分析和针对性建议。`
: `用户持仓：当前空仓。`
: `用户持仓：未提供（请同时给出空仓者和持仓者两套建议）。`;
return `${warningBlock}${positionBlock}
股票数据：
\`\`\`json
${JSON.stringify(data, null, 2)}
\`\`\`
请输出以下格式的完整决策仪表盘（严格按结构，不增删章节）：
---
## 决策仪表盘 · {名称}({代码}) · {市场}
---
### 📰 重要信息速览
**💭 舆情情绪：** 一句话描述
**📊 业绩预期：** 结合 PE/ROE/行业简述，数据缺失标"暂缺"
**🚨 风险警报：**
- 风险1（技术面或宏观）
- 风险2（基本面或行业）
**✨ 利好催化：**
- 利好1（技术面）
- 利好2（基本面或行业）
**📢 最新动态：** 结合行业背景，补充1条关键信息
---
### 📌 核心结论
**[emoji] 结论：强烈买入 / 买入 / 观望 / 卖出**（四选一，乖离率>5%不得为买入）
**💬 一句话决策：** 核心逻辑
**⏰ 时效性：** 立即行动 / 今日内 / 不急
（根据持仓状态输出）
- **🆕 空仓者：** 是否进场、建仓点位、仓位比例
- **💼 持仓者：** 持有/加仓/减仓/止损建议${position?.status === "holding" && position.cost ? "，含成本盈亏分析" : ""}
---
### 📈 当日行情
列出：收盘价、昨收、开盘、最高、最低、涨跌幅、涨跌额、振幅、成交量、成交额（缺失标"暂缺"）
---
### 📊 数据透视
**技术面：**
表格（指标 | 数值 | 解读）：MA5、MA10、MA20、乖离率(BIAS20)、RSI（如有）、支撑位、压力位
结论：均线状态 + 趋势强度（xx/100）
**基本面（注明报告期）：**
表格（指标 | 数值 | 行业对比）：ROE、毛利率、净利率、资产负债率、PE、PB
数据缺失标"暂缺"，不得捏造
**资金面：**（A股/港股适用，美股可略）
- 主力净流入：金额（占比%），一句话解读
- 筹码：获利比例 | 平均成本 | 集中度
---
### 🎯 作战计划
| 点位类型 | 价格 | 说明 |
|---------|------|------|
| 🎯 理想买入 | xxx | |
| 🔵 次优买入 | xxx | |
| 🛑 止损位 | xxx | |
| 🎊 目标位 | xxx | |
**💰 仓位建议：** x成
**建仓策略：** 分批策略
**风控策略：** 止损纪律
---
### ✅ 检查清单
- ✅/⚠️/❌ 均线状态
- ✅/⚠️/❌ 乖离率安全（<5%）
- ✅/⚠️/❌ 量能配合
- ✅/⚠️/❌ 估值合理
- ✅/⚠️/❌ 资金流向
- ✅/⚠️/❌ 筹码健康
**综合结论：** 一句话总结当前状态和建议。
---
*以上分析仅供参考，不构成投资建议，据此操作风险自担。*`;
}
// ── 研报 Prompt（PDF/Word）──────────────────────────────
function buildReportPrompt(data: StockData, position: PositionInfo | undefined): string {
const positionBlock = position?.status === "holding"
? `用户持仓成本：${position.cost ?? "未知"}`
: "用户当前空仓";
return `${positionBlock}
股票数据：
\`\`\`json
${JSON.stringify(data, null, 2)}
\`\`\`
请生成结构化研报：
【研究报告】{名称}({代码}) · {市场} · {日期}
一、投资结论（买入/强烈买入/观望/卖出，含目标价、止损价，分空仓/持仓两套建议）
二、重要信息速览（舆情/业绩预期/风险/利好/最新动态）
三、数据透视（技术面/基本面/资金面）
四、作战计划（点位表/仓位/持仓周期）
五、风险提示（2-3条）
免责声明：本报告由AI辅助生成，仅供参考，不构成投资建议，据此操作风险自担。`;
}
// ── 提取结论 ──────────────────────────────────────────────
function extractVerdict(text: string): Verdict {
const patterns = [
/结论[：:]\s*[💚🟢🟡🔴⚪]?\s*(强烈买入|买入|观望|卖出)/,
/核心结论[：:]\s*[💚🟢🟡🔴⚪]?\s*(强烈买入|买入|观望|卖出)/,
/\*\*(强烈买入|买入|观望|卖出)\*\*/,
];
for (const p of patterns) {
const m = text.match(p);
if (m) return m[1] as Verdict;
}
return "观望";
}
// ── 核心分析 ──────────────────────────────────────────────
export async function analyzeStock(
data: StockData,
outputFormat: OutputFormat = "markdown",
position?: PositionInfo,
includeDividend = false
): Promise<AnalysisResult> {
const { valid, warnings } = validateStockData(data);
const name = data.name ?? data.code;
if (!valid) {
return {
code: data.code, market: data.market, name,
verdict: "观望",
analysis: `## ⚠️ 数据获取失败\n\n${data.code} 数据无法获取（${data.error ?? "未知错误"}），建议手动核实。`,
warnings, outputFormat,
generatedAt: new Date().toISOString(),
};
}
const zai = await ZAI.create();
const userPrompt = outputFormat === "markdown"
? buildDashboardPrompt(data, position, warnings)
: buildReportPrompt(data, position);
let analysisText = "⚠️ LLM 未返回内容，请重试。";
try {
const completion = await zai.chat.completions.create({
messages: [
{ role: "system", content: `你是一位资深${MARKET_LABEL[data.market]}股票分析师。数据缺失标"暂缺"，严禁捏造。乖离率>5%不得建议买入。结论四选一：强烈买入/买入/观望/卖出。输出语言：中文。` },
{ role: "user", content: userPrompt },
],
thinking: { type: "disabled" },
});
analysisText = completion.choices[0]?.message?.content ?? analysisText;
} catch (err: any) {
analysisText = `## ⚠️ 分析失败\n\nLLM 调用出错：${err.message}`;
}
// 美股附加股息分析
if (includeDividend && data.market === "US" && outputFormat === "markdown") {
try {
const dividend = await analyzeDividend(data.code);
const dividendMd = formatDividendMarkdown(dividend);
analysisText += `\n\n${dividendMd}`;
} catch {}
}
return {
code: data.code, market: data.market, name,
verdict: extractVerdict(analysisText),
analysis: analysisText,
warnings, outputFormat,
generatedAt: new Date().toISOString(),
};
}
// ── 批量分析 ──────────────────────────────────────────────
export async function analyzeMultipleStocks(
stockDataList: StockData[],
outputFormat: OutputFormat = "markdown",
positions?: Record<string, PositionInfo>,
includeDividend = false
): Promise<AnalysisResult[]> {
const results: AnalysisResult[] = [];
for (const data of stockDataList) {
const position = positions?.[data.code];
results.push(await analyzeStock(data, outputFormat, position, includeDividend));
}
return results;
}
// ── K线图分析（VLM）──────────────────────────────────────
export async function analyzeChartImage(
imageUrlOrBase64: string,
stockCode: string,
isBase64 = false
): Promise<string> {
try {
const zai = await ZAI.create();
const imageContent = isBase64
? { type: "base64" as const, data: imageUrlOrBase64, mediaType: "image/png" as const }
: { type: "url" as const, url: imageUrlOrBase64 };
const completion = await zai.chat.completions.create({
messages: [
{ role: "system", content: "你是技术分析专家，擅长K线形态识别。请用中文回答。" },
{
role: "user",
content: [
{ type: "image", image: imageContent },
{ type: "text", text: `这是 ${stockCode} 的K线图，请分析：\n1. 当前K线形态\n2. 趋势方向\n3. 关键支撑位和压力位\n4. 成交量配合\n5. 短期操作建议` },
],
},
],
});
return completion.choices[0]?.message?.content ?? "⚠️ VLM 未返回内容";
} catch (err: any) {
return `K线图分析失败：${err.message}`;
}
}

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skills/stock-analysis-skill/src/dataFetcher.ts Executable file
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/**
* dataFetcher.ts — 全部通过 finance skill 获取数据
*/
import ZAI from "z-ai-web-dev-sdk";
import { Market, FetchMode, StockData } from "./types";
export function detectMarket(code: string): Market {
if (/^\d{6}$/.test(code)) return "CN";
if (/^\d{4,5}\.HK$/i.test(code)) return "HK";
return "US";
}
const MARKET_LABEL: Record<Market, string> = {
CN: "A股", HK: "港股", US: "美股",
};
// ── 单只股票数据 ──────────────────────────────────────────
export async function fetchStockData(
code: string,
mode: FetchMode = "full"
): Promise<StockData> {
const market = detectMarket(code);
const zai = await ZAI.create();
const prompt = mode === "quote"
? `查询 ${code}（${MARKET_LABEL[market]}）实时股价，只返回 JSON，字段：
name, price, prev_close, change_pct, change_amount, volume, amount, turnover, volume_ratio, market_cap, pe_ttm, pb。`
: `获取 ${code}（${MARKET_LABEL[market]}）完整股票数据，只返回 JSON，包含：
name, price, prev_close, open, high, low, change_pct, change_amount, amplitude,
volume, amount, turnover, volume_ratio, market_cap, pe_ttm, pb, high_52w, low_52w, dividend_yield,
ma5, ma10, ma20, bias_pct（相对MA20乖离率%）,
trend（"多头排列"/"空头排列"/"震荡整理"）, overbought_warning（bias_pct>5则true）,
support（支撑位）, resistance（压力位）, rsi,
kline_recent_10（最近10日，每项含 date/open/close/high/low/volume）,
profit_ratio（获利比例%）, avg_cost（平均成本）, chip_concentration（筹码集中度）,
roe, gross_margin, net_margin, debt_ratio, eps, revenue_growth,
main_net（主力净流入金额）, main_net_pct（主力净流入占比%）。
缺失字段填 null，不得捏造。`;
try {
const completion = await zai.chat.completions.create({
messages: [{ role: "user", content: prompt }],
thinking: { type: "disabled" },
});
const raw = completion.choices[0]?.message?.content ?? "";
const parsed = JSON.parse(raw.replace(/```json|```/g, "").trim());
return { code, market, timestamp: new Date().toISOString(), ...parsed };
} catch (err: any) {
return { code, market, timestamp: new Date().toISOString(), error: err.message };
}
}
// ── 批量抓取（串行）──────────────────────────────────────
export async function fetchMultipleStocks(
codes: string[],
mode: FetchMode = "full"
): Promise<StockData[]> {
const results: StockData[] = [];
for (let i = 0; i < codes.length; i++) {
results.push(await fetchStockData(codes[i], mode));
if (i < codes.length - 1) await new Promise((r) => setTimeout(r, 300));
}
return results;
}
// ── 全球宏观 ──────────────────────────────────────────────
export async function fetchGlobalMacro(): Promise<string> {
const zai = await ZAI.create();
try {
const completion = await zai.chat.completions.create({
messages: [{
role: "user",
content: `请获取今日全球市场关键信息，简洁 Markdown 输出，包含：
- 美股三大指数昨收涨跌（道指/纳指/标普）
- 美元指数、人民币汇率动向
- 黄金、原油最新价格
- 美联储最新政策动向（如有）
- 影响 A股/港股的1-2条关键宏观事件
控制在150字以内。`,
}],
thinking: { type: "disabled" },
});
return completion.choices[0]?.message?.content ?? "全球宏观数据获取失败";
} catch (err: any) {
return `全球宏观数据获取失败：${err.message}`;
}
}
// ── 大盘复盘 ──────────────────────────────────────────────
export async function fetchMarketOverview(): Promise<string> {
const zai = await ZAI.create();
try {
const completion = await zai.chat.completions.create({
messages: [{
role: "user",
content: `请获取今日 A股大盘数据，Markdown 输出，包含：
- 上证/深证/创业板/科创50 最新点位和涨跌幅
- 今日上涨/下跌/涨停/跌停家数，成交额
- 领涨板块 TOP3 和领跌板块 TOP3
- 北向资金净流入
- 一句话后市展望和仓位策略
控制在200字以内。`,
}],
thinking: { type: "disabled" },
});
return completion.choices[0]?.message?.content ?? "大盘数据获取失败";
} catch (err: any) {
return `大盘数据获取失败：${err.message}`;
}
}
// ── 数据校验 ──────────────────────────────────────────────
export function validateStockData(data: StockData): {
valid: boolean;
warnings: string[];
} {
const warnings: string[] = [];
if (data.error) return { valid: false, warnings: [`数据获取失败：${data.error}`] };
if (!data.price) warnings.push("价格数据缺失");
if (!data.ma5 && !data.ma20) warnings.push("技术面数据缺失");
if (data.overbought_warning) warnings.push(`⚠️ 乖离率 ${data.bias_pct}% 超过5%，严禁追高`);
if (!data.roe && !data.pe_ttm) warnings.push("基本面数据不完整");
return { valid: !!data.price, warnings };
}

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skills/stock-analysis-skill/src/dividend.ts Executable file
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/**
* dividend.ts
* 股息分析模块（适配 finance skill）
* 移植原版评分逻辑：安全评分 / CAGR / 连续增长年数 / 派息可持续性
*/
import ZAI from "z-ai-web-dev-sdk";
import { DividendAnalysis, PayoutStatus, IncomeRating } from "./types";
// ── 核心评分逻辑（与原版完全一致）──────────────────────────
function calcPayoutStatus(payoutRatio: number | null): PayoutStatus {
if (payoutRatio === null) return "unknown";
if (payoutRatio < 40) return "safe";
if (payoutRatio < 60) return "moderate";
if (payoutRatio < 80) return "high";
return "unsustainable";
}
function calcSafetyScore(data: {
payoutRatio: number | null;
dividendGrowth5y: number | null;
consecutiveYears: number | null;
dividendYield: number | null;
}): { score: number; factors: string[] } {
let score = 50;
const factors: string[] = [];
// 派息率（±20）
if (data.payoutRatio !== null) {
if (data.payoutRatio < 40) { score += 20; factors.push(`派息率健康（${data.payoutRatio.toFixed(0)}%）`); }
else if (data.payoutRatio < 60) { score += 10; factors.push(`派息率适中（${data.payoutRatio.toFixed(0)}%）`); }
else if (data.payoutRatio < 80) { score -= 10; factors.push(`派息率偏高（${data.payoutRatio.toFixed(0)}%）`); }
else { score -= 20; factors.push(`派息率不可持续（${data.payoutRatio.toFixed(0)}%）`); }
}
// 5年增长率（±15）
if (data.dividendGrowth5y !== null) {
if (data.dividendGrowth5y > 10) { score += 15; factors.push(`股息增长强劲（${data.dividendGrowth5y.toFixed(1)}% CAGR）`); }
else if (data.dividendGrowth5y > 5) { score += 10; factors.push(`股息增长良好（${data.dividendGrowth5y.toFixed(1)}% CAGR）`); }
else if (data.dividendGrowth5y > 0) { score += 5; factors.push(`股息小幅增长（${data.dividendGrowth5y.toFixed(1)}% CAGR）`); }
else { score -= 15; factors.push(`股息下降（${data.dividendGrowth5y.toFixed(1)}% CAGR）`); }
}
// 连续增长年数（±15）
if (data.consecutiveYears !== null) {
if (data.consecutiveYears >= 25) { score += 15; factors.push(`股息贵族（连续${data.consecutiveYears}年增长）`); }
else if (data.consecutiveYears >= 10) { score += 10; factors.push(`长期稳定股息（${data.consecutiveYears}年）`); }
else if (data.consecutiveYears >= 5) { score += 5; factors.push(`股息稳定（${data.consecutiveYears}年）`); }
}
// 高收益率风险（-10）
if (data.dividendYield !== null) {
if (data.dividendYield > 8) { score -= 10; factors.push(`收益率过高（${data.dividendYield.toFixed(1)}%），需核实可持续性`); }
else if (data.dividendYield < 1) { factors.push(`收益率偏低（${data.dividendYield.toFixed(2)}%）`); }
}
return { score: Math.max(0, Math.min(100, score)), factors };
}
function calcIncomeRating(safetyScore: number): IncomeRating {
if (safetyScore >= 80) return "excellent";
if (safetyScore >= 60) return "good";
if (safetyScore >= 40) return "moderate";
return "poor";
}
// ── 通过 finance skill 获取股息数据 ──────────────────────
async function fetchDividendData(ticker: string): Promise<Record<string, any>> {
const zai = await ZAI.create();
const completion = await zai.chat.completions.create({
messages: [{
role: "user",
content: `请查询 ${ticker} 的股息数据，只返回 JSON，包含：
name（公司名称）, currentPrice（当前股价）,
dividendYield（年化股息率%）, annualDividend（年度每股股息）,
trailingEps（过去12月每股收益）,
exDividendDate（除权日 YYYY-MM-DD 格式）,
paymentFrequency（"monthly"/"quarterly"/"annual"，根据派息频率判断）,
dividendHistory（近5年年度股息数组，每项含 year 和 total，从新到旧排序）,
consecutiveYears（连续股息增长年数，整数）,
dividendGrowth5y（近5年股息 CAGR %）。
缺失字段填 null，不得捏造。`,
}],
thinking: { type: "disabled" },
});
const raw = completion.choices[0]?.message?.content ?? "{}";
return JSON.parse(raw.replace(/```json|```/g, "").trim());
}
// ── 主分析函数 ────────────────────────────────────────────
export async function analyzeDividend(ticker: string): Promise<DividendAnalysis> {
ticker = ticker.toUpperCase();
let raw: Record<string, any> = {};
try {
raw = await fetchDividendData(ticker);
} catch (err: any) {
return {
ticker, name: ticker, currentPrice: null,
dividendYield: null, annualDividend: null,
payoutRatio: null, payoutStatus: "unknown",
dividendGrowth5y: null, consecutiveYears: null,
exDividendDate: null, paymentFrequency: null,
safetyScore: 0, safetyFactors: [`数据获取失败：${err.message}`],
incomeRating: "poor", dividendHistory: [],
summary: `${ticker} 股息数据获取失败。`,
};
}
// 无股息
if (!raw.annualDividend || raw.annualDividend === 0) {
return {
ticker, name: raw.name ?? ticker,
currentPrice: raw.currentPrice ?? null,
dividendYield: null, annualDividend: null,
payoutRatio: null, payoutStatus: "no_dividend",
dividendGrowth5y: null, consecutiveYears: null,
exDividendDate: null, paymentFrequency: null,
safetyScore: 0, safetyFactors: ["该股票不派息"],
incomeRating: "no_dividend", dividendHistory: [],
summary: `${ticker} 目前不派发股息。`,
};
}
// 计算派息率
const payoutRatio = (raw.trailingEps && raw.trailingEps > 0 && raw.annualDividend)
? parseFloat(((raw.annualDividend / raw.trailingEps) * 100).toFixed(1))
: null;
const payoutStatus = calcPayoutStatus(payoutRatio);
const { score: safetyScore, factors: safetyFactors } = calcSafetyScore({
payoutRatio,
dividendGrowth5y: raw.dividendGrowth5y ?? null,
consecutiveYears: raw.consecutiveYears ?? null,
dividendYield: raw.dividendYield ?? null,
});
const incomeRating = calcIncomeRating(safetyScore);
// 生成摘要
const parts: string[] = [];
if (raw.dividendYield) parts.push(`收益率 ${Number(raw.dividendYield).toFixed(2)}%`);
if (payoutRatio) parts.push(`派息率 ${payoutRatio.toFixed(0)}%`);
if (raw.dividendGrowth5y) parts.push(`5年增长 ${Number(raw.dividendGrowth5y) > 0 ? "+" : ""}${Number(raw.dividendGrowth5y).toFixed(1)}%`);
if (raw.consecutiveYears && raw.consecutiveYears >= 5) parts.push(`连续增长 ${raw.consecutiveYears} 年`);
const ratingLabel: Record<IncomeRating, string> = {
excellent: "优秀", good: "良好", moderate: "一般", poor: "较差", no_dividend: "无股息",
};
return {
ticker,
name: raw.name ?? ticker,
currentPrice: raw.currentPrice ?? null,
dividendYield: raw.dividendYield ? Number(Number(raw.dividendYield).toFixed(2)) : null,
annualDividend: raw.annualDividend ?? null,
payoutRatio,
payoutStatus,
dividendGrowth5y: raw.dividendGrowth5y ? Number(Number(raw.dividendGrowth5y).toFixed(2)) : null,
consecutiveYears: raw.consecutiveYears ?? null,
exDividendDate: raw.exDividendDate ?? null,
paymentFrequency: raw.paymentFrequency ?? null,
safetyScore,
safetyFactors,
incomeRating,
dividendHistory: raw.dividendHistory ?? [],
summary: `${ticker}（${raw.name ?? ""}）：${parts.join("，")}。评级：${ratingLabel[incomeRating]}`,
};
}
// ── 格式化输出（Markdown 仪表盘）─────────────────────────
export function formatDividendMarkdown(analysis: DividendAnalysis): string {
if (analysis.incomeRating === "no_dividend") {
return `### 💰 股息分析 · ${analysis.ticker}\n\n该股票目前不派发股息。`;
}
const ratingEmoji: Record<IncomeRating, string> = {
excellent: "🏆", good: "✅", moderate: "⚠️", poor: "❌", no_dividend: "—",
};
const payoutLabel: Record<string, string> = {
safe: "✅ 安全", moderate: "⚠️ 适中", high: "⚠️ 偏高", unsustainable: "❌ 不可持续", unknown: "暂缺",
};
let md = `### 💰 股息分析 · ${analysis.ticker}（${analysis.name}）
| 指标 | 数值 |
|------|------|
| 股息收益率 | ${analysis.dividendYield ? `${analysis.dividendYield}%` : "暂缺"} |
| 年度每股股息 | ${analysis.annualDividend ? `$${analysis.annualDividend}` : "暂缺"} |
| 派息频率 | ${analysis.paymentFrequency ?? "暂缺"} |
| 除权日 | ${analysis.exDividendDate ?? "暂缺"} |
| 派息率 | ${analysis.payoutRatio ? `${analysis.payoutRatio}%（${payoutLabel[analysis.payoutStatus]}）` : "暂缺"} |
| 5年股息增长 | ${analysis.dividendGrowth5y ? `${analysis.dividendGrowth5y > 0 ? "+" : ""}${analysis.dividendGrowth5y}%` : "暂缺"} |
| 连续增长年数 | ${analysis.consecutiveYears ?? "暂缺"} |
**安全评分：${analysis.safetyScore}/100　${ratingEmoji[analysis.incomeRating]} 收入评级：${analysis.incomeRating.toUpperCase()}**
评分依据：
${analysis.safetyFactors.map((f) => `- ${f}`).join("\n")}
`;
if (analysis.dividendHistory.length > 0) {
md += `\n近年股息历史：\n`;
md += analysis.dividendHistory.slice(0, 5).map((h) => `- ${h.year}年：$${h.total}`).join("\n");
}
return md;
}
// ── 批量分析 ──────────────────────────────────────────────
export async function analyzeDividends(tickers: string[]): Promise<DividendAnalysis[]> {
const results: DividendAnalysis[] = [];
for (const ticker of tickers) {
results.push(await analyzeDividend(ticker));
await new Promise((r) => setTimeout(r, 200));
}
return results;
}

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skills/stock-analysis-skill/src/index.ts Executable file
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/**
* index.ts — Skill 主入口
*
* 支持命令：
* run() — 个股分析（主流程）
* runDividend() — 股息分析
* runRumorScan() — 传闻扫描
* runWatchlistAdd() — 添加自选股
* runWatchlistList() — 查看自选股
* runWatchlistCheck()— 检查提醒
* runWatchlistRemove()— 删除自选股
* runChartAnalysis() — K线图分析
*/
import ZAI from "z-ai-web-dev-sdk";
import { fetchMultipleStocks, fetchMarketOverview, fetchGlobalMacro } from "./dataFetcher";
import { analyzeMultipleStocks, analyzeChartImage } from "./analyzer";
import { analyzeDividends, formatDividendMarkdown } from "./dividend";
import { scanRumors, formatRumorMarkdown } from "./rumorScanner";
import {
addToWatchlist, removeFromWatchlist,
listWatchlist, checkAlerts,
formatWatchlistMarkdown, formatAlertsMarkdown,
} from "./watchlist";
import { SkillInput, StockInput, OutputFormat, AnalysisResult, PositionInfo, Verdict } from "./types";
// ── 输入解析 ──────────────────────────────────────────────
function parseInput(raw: unknown): {
stocks: string[];
positions: Record<string, PositionInfo>;
outputFormat: OutputFormat;
mode: "full" | "quote";
includeMarketReview: boolean;
includeGlobalMacro: boolean;
includeDividend: boolean;
} {
const stocks: string[] = [];
const positions: Record<string, PositionInfo> = {};
let outputFormat: OutputFormat = "markdown";
let mode: "full" | "quote" = "full";
let includeMarketReview = false;
let includeGlobalMacro = true;
let includeDividend = false;
if (typeof raw === "string") {
raw.split(/[,，\s]+/).map((s) => s.trim().toUpperCase()).filter(Boolean).forEach((c) => stocks.push(c));
} else if (typeof raw === "object" && raw !== null) {
const input = raw as any;
const rawStocks: (string | StockInput)[] = input.stocks ?? (input.stock ? [input.stock] : []);
for (const s of rawStocks) {
if (typeof s === "string") stocks.push(s.trim().toUpperCase());
else if (s.code) {
const code = s.code.trim().toUpperCase();
stocks.push(code);
if (s.position) positions[code] = s.position;
}
}
outputFormat = input.outputFormat ?? input.format ?? "markdown";
mode = input.mode ?? "full";
includeMarketReview = input.includeMarketReview ?? false;
includeGlobalMacro = input.includeGlobalMacro ?? true;
includeDividend = input.includeDividend ?? false;
}
return { stocks, positions, outputFormat, mode, includeMarketReview, includeGlobalMacro, includeDividend };
}
function log(msg: string) { console.log(`[${new Date().toISOString()}] ${msg}`); }
// ── 报告组装 ──────────────────────────────────────────────
function buildFullReport(
results: AnalysisResult[],
globalMacro?: string,
marketOverview?: string
): string {
const date = new Date().toLocaleDateString("zh-CN");
const buy = results.filter((r) => ["买入", "强烈买入"].includes(r.verdict)).length;
const watch = results.filter((r) => r.verdict === "观望").length;
const sell = results.filter((r) => r.verdict === "卖出").length;
let output = `# 📈 股票智能分析报告
**生成时间：** ${date}　｜　**分析 ${results.length} 只**　｜　🟢买入/强烈买入 ${buy}　🟡观望 ${watch}　🔴卖出 ${sell}
`;
if (globalMacro) output += `---\n\n## 🌍 全球宏观速览\n\n${globalMacro}\n\n`;
if (marketOverview) output += `---\n\n## 🎯 大盘复盘\n\n${marketOverview}\n\n`;
output += `---\n\n## 📊 个股决策仪表盘\n\n`;
output += results.map((r) => {
const warn = r.warnings.length > 0 ? `\n> ⚠️ **预警：** ${r.warnings.join(" | ")}\n` : "";
return `${warn}\n${r.analysis}\n\n---\n`;
}).join("\n");
return output;
}
// ── 调用 pdf/docx skill ───────────────────────────────────
async function exportToFormat(content: string, format: "pdf" | "word"): Promise<string> {
const zai = await ZAI.create();
const isPDF = format === "pdf";
const completion = await zai.chat.completions.create({
messages: [{
role: "user",
content: isPDF
? `请创建一份 PDF 文档，内容是以下股票研报。要求：A4页面，中文字体，每只股票独立分页，结论用颜色标注，末尾附免责声明。\n\n${content}`
: `请创建一份 Word (.docx) 文档，内容是以下股票研报。要求：保留标题层级，每只股票独立分页，作战计划用表格，末尾附免责声明。\n\n${content}`,
}],
thinking: { type: "disabled" },
});
return completion.choices[0]?.message?.content ?? `${isPDF ? "PDF" : "Word"} 生成完成`;
}
// ══════════════════════════════════════════════════════════
// 主流程：个股分析
// ══════════════════════════════════════════════════════════
export async function run(rawInput: unknown): Promise<{
success: boolean; format: OutputFormat; content: string;
summary: { total: number; buy: number; watch: number; sell: number; errors: number };
error?: string;
}> {
let parsed: ReturnType<typeof parseInput>;
try { parsed = parseInput(rawInput); }
catch (err: any) {
return { success: false, format: "markdown", content: `❌ 输入解析失败：${err.message}`,
summary: { total: 0, buy: 0, watch: 0, sell: 0, errors: 0 }, error: err.message };
}
const { stocks, positions, outputFormat, mode, includeMarketReview, includeGlobalMacro, includeDividend } = parsed;
if (!stocks.length) return { success: false, format: outputFormat, content: "❌ 未提供股票代码",
summary: { total: 0, buy: 0, watch: 0, sell: 0, errors: 0 } };
log(`分析 ${stocks.length} 只：${stocks.join(", ")} | 格式：${outputFormat}`);
// 并行获取宏观数据
let globalMacro: string | undefined;
let marketOverview: string | undefined;
await Promise.all([
includeGlobalMacro ? fetchGlobalMacro().then((r) => { globalMacro = r; }) : Promise.resolve(),
includeMarketReview ? fetchMarketOverview().then((r) => { marketOverview = r; }) : Promise.resolve(),
]);
// 抓取个股数据
let stockDataList;
try {
stockDataList = await fetchMultipleStocks(stocks, mode);
log(`数据完成：${stockDataList.filter((d) => !d.error).length}/${stocks.length}`);
} catch (err: any) {
return { success: false, format: outputFormat, content: `❌ 数据抓取失败：${err.message}`,
summary: { total: stocks.length, buy: 0, watch: 0, sell: 0, errors: stocks.length }, error: err.message };
}
// LLM 分析
const analysisResults = await analyzeMultipleStocks(stockDataList, outputFormat, positions, includeDividend);
// 检查自选股信号变化（如有）
const signals: Record<string, Verdict> = {};
for (const r of analysisResults) signals[r.code] = r.verdict;
await checkAlerts(signals).catch(() => {}); // 静默更新，不阻塞主流程
// 生成报告
let content: string;
try {
const markdown = buildFullReport(analysisResults, globalMacro, marketOverview);
if (outputFormat === "pdf") content = await exportToFormat(markdown, "pdf");
else if (outputFormat === "word") content = await exportToFormat(markdown, "word");
else content = markdown;
} catch (err: any) {
return { success: false, format: outputFormat, content: `❌ 报告生成失败：${err.message}`,
summary: { total: stocks.length, buy: 0, watch: 0, sell: 0, errors: stocks.length }, error: err.message };
}
const summary = {
total: analysisResults.length,
buy: analysisResults.filter((r) => ["买入", "强烈买入"].includes(r.verdict)).length,
watch: analysisResults.filter((r) => r.verdict === "观望").length,
sell: analysisResults.filter((r) => r.verdict === "卖出").length,
errors: stockDataList.filter((d) => d.error).length,
};
log(`完成 ✅ 买入:${summary.buy} 观望:${summary.watch} 卖出:${summary.sell}`);
return { success: true, format: outputFormat, content, summary };
}
// ══════════════════════════════════════════════════════════
// 股息分析
// ══════════════════════════════════════════════════════════
export async function runDividend(tickers: string | string[]): Promise<string> {
const codes = Array.isArray(tickers) ? tickers : tickers.split(/[,，\s]+/).filter(Boolean);
log(`股息分析：${codes.join(", ")}`);
const results = await analyzeDividends(codes.map((c) => c.toUpperCase()));
let output = `# 💰 股息分析报告\n**生成时间：** ${new Date().toLocaleDateString("zh-CN")}\n\n---\n\n`;
for (const r of results) output += formatDividendMarkdown(r) + "\n\n---\n\n";
output += "_以上数据仅供参考，不构成投资建议。_";
return output;
}
// ══════════════════════════════════════════════════════════
// 传闻扫描
// ══════════════════════════════════════════════════════════
export async function runRumorScan(): Promise<string> {
log("开始传闻扫描...");
const result = await scanRumors();
return formatRumorMarkdown(result);
}
// ══════════════════════════════════════════════════════════
// 自选股管理
// ══════════════════════════════════════════════════════════
export async function runWatchlistAdd(
ticker: string,
opts: { targetPrice?: number; stopPrice?: number; alertOnSignal?: boolean; notes?: string } = {}
): Promise<string> {
const result = await addToWatchlist(ticker, opts);
return result.message;
}
export async function runWatchlistRemove(ticker: string): Promise<string> {
const result = await removeFromWatchlist(ticker);
return result.message;
}
export async function runWatchlistList(): Promise<string> {
const data = await listWatchlist();
return formatWatchlistMarkdown(data);
}
export async function runWatchlistCheck(): Promise<string> {
const result = await checkAlerts();
return formatAlertsMarkdown(result);
}
// ══════════════════════════════════════════════════════════
// K线图分析
// ══════════════════════════════════════════════════════════
export async function runChartAnalysis(
stockCode: string,
imageUrlOrBase64: string,
isBase64 = false
): Promise<{ success: boolean; content: string }> {
try {
const result = await analyzeChartImage(imageUrlOrBase64, stockCode, isBase64);
return { success: true, content: result };
} catch (err: any) {
return { success: false, content: `K线图分析失败：${err.message}` };
}
}
// ══════════════════════════════════════════════════════════
// CLI 调试
// ══════════════════════════════════════════════════════════
async function cli() {
const args = process.argv.slice(2);
const cmd = args[0];
if (!cmd || cmd === "--help") {
console.log(`
Stock Analysis Skill CLI
命令：
analyze <代码,...> [markdown|pdf|word] [--market-review] [--dividend]
dividend <代码,...>
rumors
watch add <代码> [--target 价格] [--stop 价格] [--signal]
watch remove <代码>
watch list
watch check
示例：
ts-node src/index.ts analyze 600519,00700.HK,AAPL
ts-node src/index.ts analyze AAPL --dividend
ts-node src/index.ts dividend JNJ PG KO
ts-node src/index.ts rumors
ts-node src/index.ts watch add AAPL --target 200 --stop 150
ts-node src/index.ts watch list
`);
process.exit(0);
}
if (cmd === "analyze") {
const codes = (args[1] ?? "").split(",").map((s) => s.trim()).filter(Boolean);
const format = (["markdown", "pdf", "word"].find((f) => args.includes(f)) as OutputFormat) ?? "markdown";
const includeMarketReview = args.includes("--market-review");
const includeDividend = args.includes("--dividend");
const result = await run({ stocks: codes, outputFormat: format, includeMarketReview, includeDividend });
console.log(result.content);
console.log("\n📊 汇总:", result.summary);
} else if (cmd === "dividend") {
const codes = args.slice(1).filter((a) => !a.startsWith("--"));
console.log(await runDividend(codes));
} else if (cmd === "rumors") {
console.log(await runRumorScan());
} else if (cmd === "watch") {
const sub = args[1];
if (sub === "add") {
const ticker = args[2];
const targetIdx = args.indexOf("--target");
const stopIdx = args.indexOf("--stop");
console.log(await runWatchlistAdd(ticker, {
targetPrice: targetIdx >= 0 ? Number(args[targetIdx + 1]) : undefined,
stopPrice: stopIdx >= 0 ? Number(args[stopIdx + 1]) : undefined,
alertOnSignal: args.includes("--signal"),
}));
} else if (sub === "remove") {
console.log(await runWatchlistRemove(args[2]));
} else if (sub === "list") {
console.log(await runWatchlistList());
} else if (sub === "check") {
console.log(await runWatchlistCheck());
}
}
}
if (require.main === module) {
cli().catch((err) => { console.error(err); process.exit(1); });
}

200
skills/stock-analysis-skill/src/rumorScanner.ts Executable file
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/**
* rumorScanner.ts
* 传闻与早期信号扫描（适配平台 finance skill）
* 替换原版 Twitter bird CLI + Google News，改用 finance skill 新闻 + LLM 提取
*
* 扫描范围：M&A传闻 / 内部人交易 / 分析师调整 / SEC监管动态 / 市场早期信号
*/
import ZAI from "z-ai-web-dev-sdk";
import { RumorItem, RumorScanResult, RumorType } from "./types";
// ── 评分逻辑（移植自原版 calculate_rumor_score）─────────
function calcImpactScore(
type: RumorType,
text: string,
hasHighEngagement = false
): { score: number; reason: string } {
let score = 1;
const reasons: string[] = [];
switch (type) {
case "ma":
score += 5; reasons.push("并购/收购类传闻，市场冲击最大"); break;
case "insider":
score += 4; reasons.push("内部人交易信号，可能预示重大动向"); break;
case "analyst":
score += 3; reasons.push("分析师评级调整，影响机构定价"); break;
case "regulatory":
score += 3; reasons.push("监管动态，直接影响经营合规性"); break;
case "earnings":
score += 2; reasons.push("业绩预期变动"); break;
default:
score += 1;
}
if (/breaking|just in|alert|urgent/i.test(text)) {
score += 2; reasons.push("突发性消息");
}
if (hasHighEngagement) {
score += 2; reasons.push("市场高度关注");
}
return { score: Math.min(10, score), reason: reasons.join("，") };
}
// ── 通过 finance skill 获取市场传闻新闻 ──────────────────
async function fetchRumorNews(zai: any): Promise<string> {
const completion = await zai.chat.completions.create({
messages: [{
role: "user",
content: `请获取今日美股市场的以下类型最新资讯，每类最多3条：
1. 并购传闻（merger/acquisition rumors）
2. 内部人买卖动态（insider buying/selling activity）
3. 分析师评级调整（analyst upgrades/downgrades）
4. SEC调查或监管动态
5. 重大业绩预警或上调
以 JSON 格式返回，结构：
[{
"type": "ma|insider|analyst|regulatory|earnings",
"ticker": "股票代码或null",
"headline": "标题",
"source": "来源",
"sentiment": "positive|negative|neutral",
"date": "YYYY-MM-DD"
}]
只返回 JSON，今日或近2日内的最新信息，不得捏造。`,
}],
thinking: { type: "disabled" },
});
return completion.choices[0]?.message?.content ?? "[]";
}
// ── LLM 从新闻中提取结构化传闻 ────────────────────────────
async function extractRumors(zai: any, rawNews: string): Promise<RumorItem[]> {
try {
const parsed: any[] = JSON.parse(rawNews.replace(/```json|```/g, "").trim());
return parsed.map((item) => {
const type = (item.type as RumorType) ?? "general";
const text = item.headline ?? "";
const { score, reason } = calcImpactScore(type, text);
return {
type,
ticker: item.ticker ?? null,
headline: text,
source: item.source ?? "finance",
impactScore: score,
impactReason: reason,
sentiment: item.sentiment ?? "neutral",
date: item.date ?? new Date().toISOString().slice(0, 10),
} as RumorItem;
}).sort((a, b) => b.impactScore - a.impactScore);
} catch {
return [];
}
}
// ── 汇总最受关注的股票 ────────────────────────────────────
function aggregateTopTickers(rumors: RumorItem[]): { ticker: string; count: number }[] {
const counts: Record<string, number> = {};
for (const r of rumors) {
if (r.ticker) {
counts[r.ticker] = (counts[r.ticker] ?? 0) + 1;
}
}
return Object.entries(counts)
.sort((a, b) => b[1] - a[1])
.slice(0, 10)
.map(([ticker, count]) => ({ ticker, count }));
}
// ── 主扫描函数 ────────────────────────────────────────────
export async function scanRumors(): Promise<RumorScanResult> {
const zai = await ZAI.create();
const scannedAt = new Date().toISOString();
let rumors: RumorItem[] = [];
try {
const rawNews = await fetchRumorNews(zai);
rumors = await extractRumors(zai, rawNews);
} catch (err: any) {
console.error("[scanRumors] 失败:", err.message);
}
const topTickers = aggregateTopTickers(rumors);
// 生成摘要
const maCount = rumors.filter((r) => r.type === "ma").length;
const insiderCount = rumors.filter((r) => r.type === "insider").length;
const analystCount = rumors.filter((r) => r.type === "analyst").length;
const summary = rumors.length === 0
? "今日暂无重大传闻或早期信号。"
: `共扫描到 ${rumors.length} 条信号：并购传闻 ${maCount} 条，内部人动态 ${insiderCount} 条，分析师调整 ${analystCount} 条。${topTickers.length > 0 ? `最受关注：${topTickers.slice(0, 3).map((t) => `$${t.ticker}`).join("、")}。` : ""}`;
return { scannedAt, rumors, topTickers, summary };
}
// ── 格式化输出 ────────────────────────────────────────────
export function formatRumorMarkdown(result: RumorScanResult): string {
const typeLabel: Record<RumorType, string> = {
ma: "🏢 并购传闻",
insider: "👔 内部人动态",
analyst: "📊 分析师调整",
regulatory: "⚖️ 监管动态",
earnings: "📈 业绩预期",
general: "📰 市场信号",
};
const sentimentEmoji: Record<string, string> = {
positive: "🟢", negative: "🔴", neutral: "⚪",
};
let md = `## 🔮 传闻与早期信号扫描
**扫描时间：** ${new Date(result.scannedAt).toLocaleString("zh-CN")}
**${result.summary}**
`;
if (result.rumors.length === 0) {
md += "_今日暂无重大传闻。_\n";
return md;
}
// 按类型分组输出
const grouped: Partial<Record<RumorType, RumorItem[]>> = {};
for (const r of result.rumors) {
if (!grouped[r.type]) grouped[r.type] = [];
grouped[r.type]!.push(r);
}
for (const [type, items] of Object.entries(grouped)) {
md += `### ${typeLabel[type as RumorType] ?? type}\n\n`;
for (const item of items!.slice(0, 3)) {
md += `**[冲击 ${item.impactScore}/10]** ${sentimentEmoji[item.sentiment]} ${item.headline}\n`;
if (item.ticker) md += `> 相关标的：$${item.ticker}\n`;
md += `> 来源：${item.source}　｜　${item.date}　｜　${item.impactReason}\n\n`;
}
}
// 热度排行
if (result.topTickers.length > 0) {
md += `### 📊 传闻热度排行\n`;
md += result.topTickers.map((t) =>
`- $${t.ticker}：被提及 ${t.count} 次`
).join("\n");
md += "\n";
}
return md;
}

167
skills/stock-analysis-skill/src/types.ts Executable file
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/**
* types.ts — 统一类型定义
*/
export type Market = "CN" | "HK" | "US";
export type FetchMode = "full" | "quote";
export type OutputFormat = "markdown" | "pdf" | "word";
export type Verdict = "买入" | "强烈买入" | "观望" | "卖出";
export type PositionStatus = "empty" | "holding";
// ── 持仓信息 ──────────────────────────────────────────────
export interface PositionInfo {
status: PositionStatus;
cost?: number;
shares?: number;
}
// ── 股票数据 ──────────────────────────────────────────────
export interface StockData {
code: string;
market: Market;
timestamp: string;
name?: string;
price?: number | null;
prev_close?: number | null;
open?: number | null;
high?: number | null;
low?: number | null;
change_pct?: number | null;
change_amount?: number | null;
amplitude?: number | null;
volume?: number | null;
amount?: number | null;
turnover?: number | null;
volume_ratio?: number | null;
market_cap?: number | null;
pe_ttm?: number | null;
pb?: number | null;
high_52w?: number | null;
low_52w?: number | null;
dividend_yield?: number | null;
ma5?: number | null;
ma10?: number | null;
ma20?: number | null;
bias_pct?: number | null;
trend?: string;
overbought_warning?: boolean;
support?: number | null;
resistance?: number | null;
rsi?: number | null;
kline_recent_10?: Record<string, any>[];
profit_ratio?: number | null;
avg_cost?: number | null;
chip_concentration?: number | null;
roe?: number | null;
gross_margin?: number | null;
net_margin?: number | null;
debt_ratio?: number | null;
eps?: number | null;
revenue_growth?: number | null;
main_net?: number | null;
main_net_pct?: number | null;
error?: string;
}
// ── 分析结果 ──────────────────────────────────────────────
export interface AnalysisResult {
code: string;
market: Market;
name: string;
verdict: Verdict;
analysis: string;
warnings: string[];
outputFormat: OutputFormat;
generatedAt: string;
}
// ── 股息分析 ──────────────────────────────────────────────
export type PayoutStatus = "safe" | "moderate" | "high" | "unsustainable" | "no_dividend" | "unknown";
export type IncomeRating = "excellent" | "good" | "moderate" | "poor" | "no_dividend";
export interface DividendAnalysis {
ticker: string;
name: string;
currentPrice: number | null;
dividendYield: number | null; // %
annualDividend: number | null;
payoutRatio: number | null; // %
payoutStatus: PayoutStatus;
dividendGrowth5y: number | null; // CAGR %
consecutiveYears: number | null;
exDividendDate: string | null;
paymentFrequency: string | null;
safetyScore: number; // 0-100
safetyFactors: string[];
incomeRating: IncomeRating;
dividendHistory: { year: number; total: number }[];
summary: string;
}
// ── 传闻扫描 ──────────────────────────────────────────────
export type RumorType = "ma" | "insider" | "analyst" | "regulatory" | "earnings" | "general";
export interface RumorItem {
type: RumorType;
ticker: string | null; // 相关股票代码（可能为 null）
headline: string;
source: string;
impactScore: number; // 1-10
impactReason: string;
sentiment: "positive" | "negative" | "neutral";
date: string;
}
export interface RumorScanResult {
scannedAt: string;
rumors: RumorItem[];
topTickers: { ticker: string; count: number }[]; // 最受关注的股票
summary: string;
}
// ── 自选股 ────────────────────────────────────────────────
export type AlertType = "target_hit" | "stop_hit" | "signal_change";
export interface WatchlistItem {
ticker: string;
name?: string;
market: Market;
addedAt: string;
priceAtAdd: number | null;
targetPrice: number | null;
stopPrice: number | null;
alertOnSignal: boolean;
lastSignal: Verdict | null;
lastCheck: string | null;
notes: string | null;
}
export interface WatchlistAlert {
ticker: string;
alertType: AlertType;
message: string;
currentPrice: number;
triggerValue: number | string;
timestamp: string;
}
// ── Skill 入参 ────────────────────────────────────────────
export interface StockInput {
code: string;
position?: PositionInfo;
}
export interface SkillInput {
stocks?: (string | StockInput)[];
outputFormat?: OutputFormat;
mode?: FetchMode;
includeMarketReview?: boolean;
includeGlobalMacro?: boolean;
}

292
skills/stock-analysis-skill/src/watchlist.ts Executable file
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/**
* watchlist.ts
* 自选股管理 + 价格提醒（使用平台 storage 持久化）
* 移植原版三种提醒类型：目标价 / 止损价 / 信号变化
*/
import ZAI from "z-ai-web-dev-sdk";
import { WatchlistItem, WatchlistAlert, Market, Verdict } from "./types";
const STORAGE_KEY = "watchlist-data";
// ── Storage 封装 ──────────────────────────────────────────
async function loadWatchlist(): Promise<WatchlistItem[]> {
try {
const result = await (window as any).storage?.get(STORAGE_KEY);
if (result?.value) return JSON.parse(result.value) as WatchlistItem[];
} catch {}
return [];
}
async function saveWatchlist(items: WatchlistItem[]): Promise<void> {
try {
await (window as any).storage?.set(STORAGE_KEY, JSON.stringify(items));
} catch (err: any) {
console.error("[watchlist] 保存失败:", err.message);
}
}
// ── 获取当前价格 ──────────────────────────────────────────
async function fetchCurrentPrice(ticker: string): Promise<number | null> {
try {
const zai = await ZAI.create();
const completion = await zai.chat.completions.create({
messages: [{
role: "user",
content: `查询 ${ticker} 当前股价，只返回一个 JSON：{"price": 数字}，不要其他内容。`,
}],
thinking: { type: "disabled" },
});
const raw = completion.choices[0]?.message?.content ?? "{}";
const parsed = JSON.parse(raw.replace(/```json|```/g, "").trim());
return typeof parsed.price === "number" ? parsed.price : null;
} catch {
return null;
}
}
function detectMarket(code: string): Market {
if (/^\d{6}$/.test(code)) return "CN";
if (/^\d{4,5}\.HK$/i.test(code)) return "HK";
return "US";
}
// ── 添加自选股 ────────────────────────────────────────────
export async function addToWatchlist(
ticker: string,
opts: {
targetPrice?: number;
stopPrice?: number;
alertOnSignal?: boolean;
notes?: string;
} = {}
): Promise<{ success: boolean; action: string; message: string; item?: WatchlistItem }> {
ticker = ticker.toUpperCase();
const currentPrice = await fetchCurrentPrice(ticker);
if (currentPrice === null) {
return { success: false, action: "error", message: `无法获取 ${ticker} 的价格，请确认代码正确` };
}
const watchlist = await loadWatchlist();
const existingIdx = watchlist.findIndex((i) => i.ticker === ticker);
if (existingIdx >= 0) {
// 更新已有记录
const existing = watchlist[existingIdx];
if (opts.targetPrice !== undefined) existing.targetPrice = opts.targetPrice;
if (opts.stopPrice !== undefined) existing.stopPrice = opts.stopPrice;
if (opts.alertOnSignal !== undefined) existing.alertOnSignal = opts.alertOnSignal;
if (opts.notes !== undefined) existing.notes = opts.notes;
watchlist[existingIdx] = existing;
await saveWatchlist(watchlist);
return { success: true, action: "updated", message: `已更新 ${ticker} 的自选股设置`, item: existing };
}
// 新增
const item: WatchlistItem = {
ticker,
market: detectMarket(ticker),
addedAt: new Date().toISOString(),
priceAtAdd: currentPrice,
targetPrice: opts.targetPrice ?? null,
stopPrice: opts.stopPrice ?? null,
alertOnSignal: opts.alertOnSignal ?? false,
lastSignal: null,
lastCheck: null,
notes: opts.notes ?? null,
};
watchlist.push(item);
await saveWatchlist(watchlist);
const alertDesc = [
opts.targetPrice ? `目标价 $${opts.targetPrice}` : null,
opts.stopPrice ? `止损价 $${opts.stopPrice}` : null,
opts.alertOnSignal ? "信号变化提醒" : null,
].filter(Boolean).join("，");
return {
success: true, action: "added",
message: `已添加 ${ticker} 到自选股（当前价 $${currentPrice}${alertDesc ? `，设置了：${alertDesc}` : ""}）`,
item,
};
}
// ── 删除自选股 ────────────────────────────────────────────
export async function removeFromWatchlist(
ticker: string
): Promise<{ success: boolean; message: string }> {
ticker = ticker.toUpperCase();
const watchlist = await loadWatchlist();
const filtered = watchlist.filter((i) => i.ticker !== ticker);
if (filtered.length === watchlist.length) {
return { success: false, message: `${ticker} 不在自选股列表中` };
}
await saveWatchlist(filtered);
return { success: true, message: `已从自选股中删除 ${ticker}` };
}
// ── 查看自选股列表 ────────────────────────────────────────
export async function listWatchlist(): Promise<{
items: Array<WatchlistItem & {
currentPrice: number | null;
changePct: number | null;
toTargetPct: number | null;
toStopPct: number | null;
}>;
count: number;
}> {
const watchlist = await loadWatchlist();
if (!watchlist.length) return { items: [], count: 0 };
const items = await Promise.all(watchlist.map(async (item) => {
const currentPrice = await fetchCurrentPrice(item.ticker);
const changePct = currentPrice && item.priceAtAdd
? parseFloat((((currentPrice - item.priceAtAdd) / item.priceAtAdd) * 100).toFixed(2))
: null;
const toTargetPct = currentPrice && item.targetPrice
? parseFloat((((item.targetPrice - currentPrice) / currentPrice) * 100).toFixed(2))
: null;
const toStopPct = currentPrice && item.stopPrice
? parseFloat((((item.stopPrice - currentPrice) / currentPrice) * 100).toFixed(2))
: null;
return { ...item, currentPrice, changePct, toTargetPct, toStopPct };
}));
return { items, count: items.length };
}
// ── 检查提醒 ──────────────────────────────────────────────
export async function checkAlerts(
currentSignals?: Record<string, Verdict>
): Promise<{ alerts: WatchlistAlert[]; count: number }> {
const watchlist = await loadWatchlist();
const alerts: WatchlistAlert[] = [];
const now = new Date().toISOString();
for (const item of watchlist) {
const currentPrice = await fetchCurrentPrice(item.ticker);
if (currentPrice === null) continue;
// 目标价提醒
if (item.targetPrice && currentPrice >= item.targetPrice) {
alerts.push({
ticker: item.ticker,
alertType: "target_hit",
message: `🎯 ${item.ticker} 已触达目标价！当前 $${currentPrice.toFixed(2)} ≥ 目标 $${item.targetPrice}`,
currentPrice,
triggerValue: item.targetPrice,
timestamp: now,
});
}
// 止损价提醒
if (item.stopPrice && currentPrice <= item.stopPrice) {
alerts.push({
ticker: item.ticker,
alertType: "stop_hit",
message: `🛑 ${item.ticker} 已触达止损价！当前 $${currentPrice.toFixed(2)} ≤ 止损 $${item.stopPrice}`,
currentPrice,
triggerValue: item.stopPrice,
timestamp: now,
});
}
// 信号变化提醒
if (item.alertOnSignal && currentSignals?.[item.ticker]) {
const newSignal = currentSignals[item.ticker];
if (item.lastSignal && newSignal !== item.lastSignal) {
alerts.push({
ticker: item.ticker,
alertType: "signal_change",
message: `📊 ${item.ticker} 信号变化：${item.lastSignal} → ${newSignal}`,
currentPrice,
triggerValue: `${item.lastSignal} → ${newSignal}`,
timestamp: now,
});
}
// 更新最新信号
item.lastSignal = newSignal;
}
item.lastCheck = now;
}
// 保存更新后的 lastSignal 和 lastCheck
await saveWatchlist(watchlist);
return { alerts, count: alerts.length };
}
// ── 格式化自选股列表（Markdown）─────────────────────────
export function formatWatchlistMarkdown(data: Awaited<ReturnType<typeof listWatchlist>>): string {
if (data.count === 0) {
return `## 📋 自选股列表\n\n_自选股为空。使用 \`/stock_watch AAPL\` 添加股票。_\n`;
}
let md = `## 📋 自选股列表（共 ${data.count} 只）\n\n`;
md += `| 代码 | 当前价 | 较买入 | 目标价 | 止损价 | 距目标 | 最新信号 |\n`;
md += `|------|--------|--------|--------|--------|--------|----------|\n`;
for (const item of data.items) {
const price = item.currentPrice ? `$${item.currentPrice.toFixed(2)}` : "暂缺";
const change = item.changePct !== null
? `${item.changePct > 0 ? "🟢+" : "🔴"}${item.changePct.toFixed(2)}%`
: "—";
const target = item.targetPrice ? `$${item.targetPrice}` : "—";
const stop = item.stopPrice ? `$${item.stopPrice}` : "—";
const toTarget = item.toTargetPct !== null ? `${item.toTargetPct > 0 ? "+" : ""}${item.toTargetPct.toFixed(1)}%` : "—";
const signal = item.lastSignal ?? "—";
md += `| ${item.ticker} | ${price} | ${change} | ${target} | ${stop} | ${toTarget} | ${signal} |\n`;
}
// 已触发的提醒
const triggered = data.items.filter(
(i) => (i.targetPrice && i.currentPrice && i.currentPrice >= i.targetPrice) ||
(i.stopPrice && i.currentPrice && i.currentPrice <= i.stopPrice)
);
if (triggered.length > 0) {
md += `\n### ⚡ 已触发提醒\n`;
for (const item of triggered) {
if (item.targetPrice && item.currentPrice && item.currentPrice >= item.targetPrice) {
md += `- 🎯 **${item.ticker}** 已达目标价 $${item.targetPrice}\n`;
}
if (item.stopPrice && item.currentPrice && item.currentPrice <= item.stopPrice) {
md += `- 🛑 **${item.ticker}** 已触止损 $${item.stopPrice}\n`;
}
}
}
return md;
}
// ── 格式化提醒结果（Markdown）────────────────────────────
export function formatAlertsMarkdown(result: Awaited<ReturnType<typeof checkAlerts>>): string {
if (result.count === 0) {
return `## 🔔 自选股提醒检查\n\n_当前没有触发任何提醒。_\n`;
}
let md = `## 🔔 自选股提醒（${result.count} 条触发）\n\n`;
for (const alert of result.alerts) {
md += `- ${alert.message}\n`;
}
return md;
}