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tradedaily

专为量化股票交易员打造的日常工作流程管理工具,核心功能涵盖开盘/收盘/日终汇报模板生成、实时持仓监控、风控提醒、交易日志记录。支持管理每日交易任务表、生成上级汇报、监控持仓风险、记录交易操作及复盘分析,通过命令行调用脚本结合配置文件输出所需内容,适配交易日使用。

horizoncove
horizoncove
热度 69.09
最近更新 2026-05-11 17:29:40
分类:数据依赖:代码执行 / 读写文件应用场景:财务 / 任务管理 / 报告撰写 / 数据处理 ...

安装技能

复制下面的话术发给你的 Agent,它会通过 secure-skills 检索并安装该技能。

执行命令安装此 skill: npx secure-skills-cli add trader-daily
Metadata
name
quant-trader-daily
description
[中文] 量化交易员日常任务管理系统 - 专为股票交易员设计的每日工作流程管理工具。 包含:开盘/收盘/日终汇报模板、实时持仓监控、风控提醒、交易日志记录。 使用场景:(1) 管理每日交易任务时间表 (2) 生成汇报给上级的简报 (3) 监控持仓风险 (4) 记录交易日志 (5) 复盘分析 [English] Quantitative Trader Daily Task Management System - A comprehensive daily workflow management tool designed for stock traders. Features: Opening/Closing/End-of-day report templates, real-time portfolio monitoring, risk control alerts, trading log recording. Use cases: (1) Manage daily trading schedules (2) Generate briefings for supervisors (3) Monitor portfolio risks (4) Record trading logs (5) Performance review
version
1.0.0
author
Kimi Claw
tags
["quant-trading","daily-tasks","portfolio-management","risk-control","trading-report"]

Quant Trader Daily | 量化交易员日常任务管理

📈 [EN] A comprehensive daily workflow management tool for stock traders 📈 [中文] 专为股票交易员设计的每日工作流程管理工具


🚀 Quick Start | 快速开始

[EN] View Today's Task Schedule | [中文] 查看今日任务表

# Read daily task list
cat references/daily-schedule.md

[EN] Generate Opening Report | [中文] 生成开盘简报

# Generate opening report template
python3 scripts/generate_report.py --type opening --portfolio config/portfolio.json

[EN] Generate Closing Report | [中文] 生成收盘汇报

# Generate closing report template
python3 scripts/generate_report.py --type closing --portfolio config/portfolio.json

[EN] Monitor Portfolio Risk | [中文] 监控持仓风险

# Check if positions trigger risk control lines
python3 scripts/risk_monitor.py --portfolio config/portfolio.json --threshold 8

📅 Daily Schedule | 每日任务时间表

[EN] Pre-Market Preparation (07:00 - 09:30) | [中文] 盘前准备(07:00 - 09:30)

Time Task (EN) Task (中文) Description
07:00 US Stocks + Commodities Morning Report 美股板块+大宗商品早报 Review overnight US stocks, gold, crude oil trends
08:00 Global Financial News 全球财经资讯早报 Caixin/ East Money/ Xueqiu hot stocks
09:15 Market + Portfolio Technical Analysis 大盘+持仓形态分析 Technical patterns of holdings
09:25 Today's Trading Strategy 今日操盘策略 Plan today's trades
09:30 A-Share Market Open A股开盘 Start real-time monitoring

[EN] Intraday Trading (09:30 - 15:00) | [中文] 盘中交易(09:30 - 15:00)

Time Task (EN) Task (中文) Description
09:35 📢 Opening Brief 📢 开盘简报 Report P&L and plans to supervisor
10:00 1st Risk Control Check 第一轮风控检查 Check stop-loss/take-profit levels
10:30 Portfolio Review 持仓复盘 Morning position review
Every 15min Real-time Portfolio Monitoring A股持仓实时监控 Continuous position tracking
12:00 Morning Review + PM Strategy 早盘复盘+下午操盘策略 Summarize morning, plan afternoon
14:00 2nd Risk Control Check 第二轮风控检查 Check risk levels again
14:30 Closing Trading Strategy 尾盘买卖策略 Plan closing trades
15:00 Market Close 收盘 Confirm all trades

[EN] Post-Market Summary (15:00 - 18:00) | [中文] 盘后总结(15:00 - 18:00)

Time Task (EN) Task (中文) Description
15:05 📢 Closing Report 📢 收盘汇报 Report P&L to supervisor
15:30 Full-Day Trading Review 全天操盘复盘 Review day's operations
17:30 Screen Stocks for Tomorrow 筛股选出明日候选股票 Prepare tomorrow's watchlist
18:00 📢 End-of-Day Summary 📢 日终总结 Send complete daily report

[EN] Evening Session (20:00 - 23:00) | [中文] 晚间时段(20:00 - 23:00)

Time Task (EN) Task (中文) Description
20:00 Global Financial News Summary 全球财经资讯总结 Summarize daily global finance news
23:00 Full-Day Work Review 全日工作复盘 Review and prepare to rest

🛠️ Command Quick Reference | 命令速查

Command Function (EN) Function (中文)
generate_report --type opening Generate Opening Report 生成开盘简报
generate_report --type closing Generate Closing Report 生成收盘汇报
generate_report --type daily Generate Daily Summary 生成日终总结
risk_monitor --threshold 8 Monitor Risk Control Lines (default -8%) 监控风控线(默认-8%)
portfolio_status View Portfolio Overview 查看持仓总览
trading_log --add Add Trading Record 添加交易记录

📊 Report Templates | 汇报模板

[EN] Opening Brief (09:35) | [中文] 开盘简报(09:35)

## Opening Brief | 开盘简报 | YYYY-MM-DD

### Overnight Markets | 隔夜市场
- US Stocks: Nasdaq X% / Dow X% / S&P X%
- Gold: $X (X%)
- Crude Oil: $X (X%)

### Current Holdings | 当前持仓
| Stock | Position | Cost | Current | P&L |
|:---|:---:|:---:|:---:|:---:|
| Stock A | X shares | ¥X | ¥X | +X% |

### Today's Plan | 今日计划
- Watchlist: XXX
- Risk Actions: XXX
- Adjustment Plan: XXX

[EN] Closing Report (15:05) | [中文] 收盘汇报(15:05)

## Closing Report | 收盘汇报 | YYYY-MM-DD

### Daily P&L | 当日盈亏
- Total P&L: ¥X (X%)
- Portfolio Value: ¥X
- Available Cash: ¥X

### Trading Records | 交易记录
| Time | Action | Stock | Quantity | Price |
|:---|:---:|:---:|:---:|:---:|
| 09:35 | Buy | XXX | X shares | ¥X |

### Holdings Detail | 持仓明细
| Stock | Position | Cost | Current | P&L |
|:---|:---:|:---:|:---:|:---:|
| Stock A | X shares | ¥X | ¥X | +X% |

⚙️ Configuration Files | 配置文件

[EN] Portfolio Config | [中文] 持仓配置 config/portfolio.json

{
  "positions": [
    {
      "code": "002353",
      "name": "杰瑞股份",
      "quantity": 7400,
      "cost": 117.30,
      "stop_loss": -8,
      "take_profit": 5
    }
  ],
  "cash": 2307880.54,
  "total_assets": 5310139.54
}

[EN] Risk Config | [中文] 风控配置 config/risk.json

{
  "stop_loss_pct": -8,
  "take_profit_pct": 5,
  "max_single_position": 30,
  "alert_interval": 15
}

🔗 Detailed References | 详细参考


Version: 1.0.0
Target Users: Stock Traders / Quant Trading Departments | 股票交易员 / 量化交易部
Trading Days: Monday-Friday | 周一到周五