feat: complete trading system with FastAPI backend, web frontend, and auto-analysis

2026-03-22 21:59:14 +08:00
parent 17c124009f
commit 3d8e59cc0e
16 changed files with 2923 additions and 0 deletions
--- a/ARCHITECTURE.md
+++ b/ARCHITECTURE.md
@@ -0,0 +1,44 @@
+# Stock Buddy 交易系统
+
+## 架构
+
+```
+stock-buddy/
+├── backend/           # FastAPI后端
+│   ├── main.py        # 主入口
+│   ├── database.py    # 数据库模型
+│   ├── models.py      # Pydantic模型
+│   ├── services/
+│   │   ├── stock_service.py    # 股票数据服务
+│   │   ├── sentiment_service.py # 舆情分析服务
+│   │   ├── strategy_service.py  # 策略服务
+│   │   └── llm_service.py       # LLM服务
+│   └── tasks.py       # 定时任务
+├── frontend/          # 前端
+│   ├── index.html     # 主页面
+│   ├── app.js         # 前端逻辑
+│   └── style.css      # 样式
+└── data/              # 数据存储
+    ├── stocks.db      # SQLite数据库
+    └── cache/         # 股票数据缓存
+```
+
+## 功能模块
+
+1. **持仓管理** - CRUD持仓股票，记录成本、数量
+2. **自动舆情** - 每日定时分析持仓股票舆情
+3. **策略信号** - 实时计算买入/卖出信号
+4. **手动分析** - 输入新股票代码，即时分析
+5. **LLM集成** - 自动/手动触发舆情分析
+
+## 运行
+
+```bash
+# 安装依赖
+pip install fastapi uvicorn sqlalchemy apscheduler pandas yfinance
+
+# 启动后端
+cd backend && uvicorn main:app --reload --port 8000
+
+# 前端直接打开 frontend/index.html
+```
--- a/SYSTEM_README.md
+++ b/SYSTEM_README.md
@@ -0,0 +1,178 @@
+# Stock Buddy 港股AI交易系统
+
+一套完整的港股交易分析系统，支持持仓管理、自动舆情分析、实时交易信号。
+
+## 功能特性
+
+- 📊 **持仓管理** - 记录持仓股票，自动计算盈亏
+- 🤖 **AI舆情分析** - 每日自动分析持仓股票舆情（支持Agent调用）
+- 📈 **策略信号** - v7策略：三维度评分 + 大盘过滤 + 盈利保护
+- 🔍 **手动分析** - 输入任意股票代码，即时生成分析报告
+- ⏰ **定时任务** - 每日9:00自动运行分析
+- 🌐 **Web界面** - 现代化UI，支持移动端
+
+## 技术栈
+
+- **后端**: FastAPI + SQLite + APScheduler
+- **前端**: 原生HTML/CSS/JS
+- **数据源**: yfinance（自动切东方财富备用）
+- **LLM**: 预留Agent接口（测试阶段用规则引擎）
+
+## 快速启动
+
+```bash
+cd stock-buddy
+./start.sh
+```
+
+访问:
+- 前端: http://localhost:8000/app
+- API文档: http://localhost:8000/docs
+
+## 目录结构
+
+```
+stock-buddy/
+├── backend/              # FastAPI后端
+│   ├── main.py          # 主入口
+│   ├── database.py      # 数据库模型
+│   ├── models.py        # Pydantic模型
+│   ├── services/        # 业务服务
+│   │   ├── stock_service.py
+│   │   ├── sentiment_service.py
+│   │   ├── strategy_service.py
+│   │   └── llm_service.py
+│   └── requirements.txt
+├── frontend/            # 前端界面
+│   ├── index.html
+│   ├── style.css
+│   └── app.js
+├── data/                # 数据存储
+│   ├── stocks.db       # SQLite数据库
+│   └── cache/          # 股票数据缓存
+├── start.sh            # 启动脚本
+└── README.md
+```
+
+## 使用指南
+
+### 1. 添加持仓
+
+进入"持仓管理"页面，点击"添加持仓"，输入:
+- 股票名称（如：中芯国际）
+- 股票代码（如：0981.HK）
+- 持仓数量
+- 成本价
+- 选择策略（A/B/C）
+
+### 2. 查看分析
+
+在"总览"页面查看:
+- 实时市值和盈亏
+- 买入/卖出信号
+- 持仓列表
+
+### 3. 手动分析新股票
+
+进入"股票分析"页面:
+1. 输入股票名称或代码
+2. 点击"分析"
+3. 查看综合评分、技术信号、舆情分析
+
+### 4. 每日自动分析
+
+系统每天9:00自动:
+1. 更新持仓股票数据
+2. 生成舆情分析
+3. 计算交易信号
+4. 保存分析结果
+
+也可手动点击"运行分析"触发。
+
+## 策略说明
+
+### v7策略架构
+
+```
+三维度评分
+├── 技术面 (60%): RSI + MACD + 均线系统
+├── 基本面 (30%): 营收/利润/PE快照
+└── 舆情面 (10%): LLM情绪分析
+
+买入条件:
+- 综合评分 ≥ 1.5
+- 成交量连续2日放量
+- 恒生指数 > MA20（大盘过滤）
+
+止损策略:
+- A: 固定12%
+- B: ATR × 2.5 动态
+- C: 混合自适应（按波动率自动选择）
+
+盈利保护:
+- >30%: 保本止损
+- >50%: 锁定10%利润
+- >100%: 宽追踪止损
+```
+
+## API接口
+
+### 持仓管理
+
+```
+GET    /api/positions          # 获取所有持仓
+POST   /api/positions          # 添加持仓
+PUT    /api/positions/{id}     # 更新持仓
+DELETE /api/positions/{id}     # 删除持仓
+```
+
+### 股票分析
+
+```
+POST /api/analyze              # 分析股票
+     Body: {"stock_name": "中芯国际", "ticker": "0981.HK"}
+```
+
+### 实时行情
+
+```
+GET /api/quote/{ticker}        # 获取实时行情
+```
+
+### 任务管理
+
+```
+POST /api/tasks/daily-analysis # 手动触发每日分析
+```
+
+## LLM舆情接入
+
+当前使用规则引擎模拟LLM分析，如需接入真实LLM:
+
+1. 修改 `backend/services/llm_service.py`
+2. 替换 `analyze_sentiment()` 方法为真实API调用
+3. 支持通过Agent生成分析（已预留接口）
+
+```python
+# 调用Agent生成舆情
+from llm_sentiment_agent import generate_prompt
+
+prompt = generate_prompt("中芯国际", "2024-06-01", "2024-06-30")
+# 发送给Agent，获取JSON结果
+```
+
+## 开发计划
+
+- [x] 基础持仓管理
+- [x] 股票数据服务
+- [x] v7策略回测
+- [x] Web界面
+- [x] 定时任务
+- [ ] 真实LLM接入
+- [ ] 邮件/微信推送
+- [ ] 历史回测报告
+- [ ] 多用户支持
+
+## 许可证
+
+MIT
--- a/backend/database.py
+++ b/backend/database.py
@@ -0,0 +1,137 @@
+"""
+数据库模型 - SQLAlchemy
+"""
+
+from sqlalchemy import create_engine, Column, Integer, Float, String, DateTime, Text, JSON
+from sqlalchemy.ext.declarative import declarative_base
+from sqlalchemy.orm import sessionmaker
+from datetime import datetime
+import os
+
+# 数据库路径
+DB_PATH = os.path.join(os.path.dirname(__file__), '..', 'data', 'stocks.db')
+os.makedirs(os.path.dirname(DB_PATH), exist_ok=True)
+
+SQLALCHEMY_DATABASE_URL = f"sqlite:///{DB_PATH}"
+
+engine = create_engine(
+    SQLALCHEMY_DATABASE_URL, 
+    connect_args={"check_same_thread": False}
+)
+SessionLocal = sessionmaker(autocommit=False, autoflush=False, bind=engine)
+
+Base = declarative_base()
+
+# ═════════════════════════════════════════════════════════════════════
+# 数据表模型
+# ═════════════════════════════════════════════════════════════════════
+
+class Position(Base):
+    """持仓表"""
+    __tablename__ = "positions"
+    
+    id = Column(Integer, primary_key=True, index=True)
+    stock_name = Column(String(50), nullable=False)
+    ticker = Column(String(20), nullable=False, index=True)
+    shares = Column(Integer, nullable=False)
+    cost_price = Column(Float, nullable=False)
+    current_price = Column(Float, default=0)
+    market_value = Column(Float, default=0)
+    pnl = Column(Float, default=0)  # 盈亏金额
+    pnl_percent = Column(Float, default=0)  # 盈亏百分比
+    
+    # 策略参数
+    strategy = Column(String(10), default="C")  # A/B/C
+    stop_loss = Column(Float, default=0.08)  # 止损比例
+    
+    # 元数据
+    created_at = Column(DateTime, default=datetime.now)
+    updated_at = Column(DateTime, default=datetime.now, onupdate=datetime.now)
+    notes = Column(Text, nullable=True)
+
+class StockData(Base):
+    """股票数据缓存表"""
+    __tablename__ = "stock_data"
+    
+    id = Column(Integer, primary_key=True)
+    ticker = Column(String(20), nullable=False, index=True)
+    date = Column(String(10), nullable=False)
+    open_price = Column(Float)
+    high_price = Column(Float)
+    low_price = Column(Float)
+    close_price = Column(Float)
+    volume = Column(Float)
+    ma5 = Column(Float)
+    ma20 = Column(Float)
+    ma60 = Column(Float)
+    rsi = Column(Float)
+    atr = Column(Float)
+    
+    updated_at = Column(DateTime, default=datetime.now)
+
+class SentimentData(Base):
+    """舆情数据表"""
+    __tablename__ = "sentiment_data"
+    
+    id = Column(Integer, primary_key=True)
+    ticker = Column(String(20), nullable=False, index=True)
+    date = Column(String(10), nullable=False)
+    score = Column(Integer)  # -5 ~ +5
+    label = Column(String(20))  # 极度悲观/悲观/中性/乐观/极度乐观
+    factors = Column(JSON)  # 影响因素列表
+    outlook = Column(String(50))
+    source = Column(String(20), default="llm")  # llm / manual / system
+    
+    created_at = Column(DateTime, default=datetime.now)
+
+class AnalysisResult(Base):
+    """分析结果表"""
+    __tablename__ = "analysis_results"
+    
+    id = Column(Integer, primary_key=True)
+    ticker = Column(String(20), nullable=False, index=True)
+    date = Column(String(10), nullable=False)
+    
+    # 信号
+    action = Column(String(20))  # BUY / SELL / HOLD
+    score = Column(Float)  # 综合评分
+    confidence = Column(String(10))  # HIGH / MEDIUM / LOW
+    
+    # 详情
+    tech_score = Column(Float)
+    fund_score = Column(Float)
+    sent_score = Column(Float)
+    
+    # 止损建议
+    suggested_stop = Column(Float)
+    position_ratio = Column(Float)
+    
+    # 完整数据（JSON）
+    full_data = Column(JSON)
+    
+    created_at = Column(DateTime, default=datetime.now)
+
+class TradeLog(Base):
+    """交易日志表"""
+    __tablename__ = "trade_logs"
+    
+    id = Column(Integer, primary_key=True)
+    ticker = Column(String(20), nullable=False)
+    action = Column(String(10), nullable=False)  # BUY / SELL
+    shares = Column(Integer)
+    price = Column(Float)
+    reason = Column(Text)
+    pnl = Column(Float, nullable=True)
+    
+    created_at = Column(DateTime, default=datetime.now)
+
+# ═════════════════════════════════════════════════════════════════════
+# 初始化数据库
+# ═════════════════════════════════════════════════════════════════════
+
+def init_db():
+    Base.metadata.create_all(bind=engine)
+    print(f"✅ 数据库初始化完成: {DB_PATH}")
+
+if __name__ == "__main__":
+    init_db()
--- a/backend/main.py
+++ b/backend/main.py
@@ -0,0 +1,250 @@
+"""
+Stock Buddy 交易系统 - 主入口
+FastAPI + SQLite + APScheduler
+"""
+
+from fastapi import FastAPI, HTTPException, BackgroundTasks
+from fastapi.middleware.cors import CORSMiddleware
+from fastapi.staticfiles import StaticFiles
+from contextlib import asynccontextmanager
+from apscheduler.schedulers.asyncio import AsyncIOScheduler
+from apscheduler.triggers.cron import CronTrigger
+from datetime import datetime, timedelta
+import uvicorn
+
+from database import init_db, SessionLocal
+from models import PositionCreate, PositionResponse, StockAnalysisRequest, AnalysisResult
+from services.stock_service import StockService
+from services.sentiment_service import SentimentService
+from services.strategy_service import StrategyService
+from services.llm_service import LLMService
+
+# 初始化数据库
+init_db()
+
+# 定时任务调度器
+scheduler = AsyncIOScheduler()
+
+async def daily_analysis_task():
+    """每日定时任务：分析所有持仓股票"""
+    print(f"[{datetime.now()}] 开始每日自动分析...")
+    db = SessionLocal()
+    try:
+        stock_service = StockService(db)
+        sentiment_service = SentimentService(db)
+        strategy_service = StrategyService(db)
+        llm_service = LLMService()
+        
+        # 获取所有持仓
+        positions = stock_service.get_all_positions()
+        
+        for pos in positions:
+            try:
+                # 1. 更新股票数据
+                stock_data = stock_service.update_stock_data(pos.ticker)
+                
+                # 2. 生成舆情分析
+                sentiment = await llm_service.analyze_sentiment(pos.name, pos.ticker)
+                sentiment_service.save_sentiment(pos.ticker, sentiment)
+                
+                # 3. 计算策略信号
+                signal = strategy_service.calculate_signal(
+                    pos.ticker, 
+                    stock_data,
+                    sentiment['score']
+                )
+                
+                # 4. 保存分析结果
+                stock_service.save_analysis_result(pos.ticker, {
+                    'signal': signal,
+                    'sentiment': sentiment,
+                    'updated_at': datetime.now().isoformat()
+                })
+                
+                print(f"  ✅ {pos.name}: {signal['action']} (评分:{signal['score']:.2f})")
+                
+            except Exception as e:
+                print(f"  ❌ {pos.name}: {e}")
+                
+        print(f"[{datetime.now()}] 每日分析完成")
+    finally:
+        db.close()
+
+@asynccontextmanager
+async def lifespan(app: FastAPI):
+    """应用生命周期管理"""
+    # 启动时
+    print("🚀 Stock Buddy 交易系统启动")
+    
+    # 启动定时任务（每天9:00运行）
+    scheduler.add_job(
+        daily_analysis_task,
+        CronTrigger(hour=9, minute=0),
+        id='daily_analysis',
+        replace_existing=True
+    )
+    scheduler.start()
+    print("⏰ 定时任务已启动（每天9:00）")
+    
+    yield
+    
+    # 关闭时
+    scheduler.shutdown()
+    print("🛑 系统关闭")
+
+app = FastAPI(
+    title="Stock Buddy API",
+    description="港股AI交易分析系统",
+    version="1.0.0",
+    lifespan=lifespan
+)
+
+# CORS配置
+app.add_middleware(
+    CORSMiddleware,
+    allow_origins=["*"],
+    allow_credentials=True,
+    allow_methods=["*"],
+    allow_headers=["*"],
+)
+
+# ═════════════════════════════════════════════════════════════════════
+# API路由
+# ═════════════════════════════════════════════════════════════════════
+
+@app.get("/")
+async def root():
+    return {"message": "Stock Buddy API", "version": "1.0.0"}
+
+# ═════════════════════════════════════════════════════════════════════
+# 持仓管理
+# ═════════════════════════════════════════════════════════════════════
+
+@app.get("/api/positions", response_model=list[PositionResponse])
+async def get_positions():
+    """获取所有持仓"""
+    db = SessionLocal()
+    try:
+        service = StockService(db)
+        return service.get_all_positions()
+    finally:
+        db.close()
+
+@app.post("/api/positions", response_model=PositionResponse)
+async def create_position(position: PositionCreate):
+    """添加持仓"""
+    db = SessionLocal()
+    try:
+        service = StockService(db)
+        return service.create_position(position)
+    finally:
+        db.close()
+
+@app.delete("/api/positions/{position_id}")
+async def delete_position(position_id: int):
+    """删除持仓"""
+    db = SessionLocal()
+    try:
+        service = StockService(db)
+        service.delete_position(position_id)
+        return {"message": "删除成功"}
+    finally:
+        db.close()
+
+@app.put("/api/positions/{position_id}", response_model=PositionResponse)
+async def update_position(position_id: int, position: PositionCreate):
+    """更新持仓"""
+    db = SessionLocal()
+    try:
+        service = StockService(db)
+        return service.update_position(position_id, position)
+    finally:
+        db.close()
+
+# ═════════════════════════════════════════════════════════════════════
+# 分析功能
+# ═════════════════════════════════════════════════════════════════════
+
+@app.post("/api/analyze", response_model=AnalysisResult)
+async def analyze_stock(request: StockAnalysisRequest):
+    """手动分析股票（支持新增股票）"""
+    db = SessionLocal()
+    try:
+        stock_service = StockService(db)
+        sentiment_service = SentimentService(db)
+        strategy_service = StrategyService(db)
+        llm_service = LLMService()
+        
+        # 1. 获取/更新股票数据
+        ticker = request.ticker if request.ticker else stock_service.search_ticker(request.stock_name)
+        stock_data = stock_service.update_stock_data(ticker)
+        
+        # 2. 生成舆情分析（异步）
+        sentiment = await llm_service.analyze_sentiment(request.stock_name, ticker)
+        sentiment_service.save_sentiment(ticker, sentiment)
+        
+        # 3. 计算策略信号
+        signal = strategy_service.calculate_signal(ticker, stock_data, sentiment['score'])
+        
+        # 4. 技术分析详情
+        tech_analysis = strategy_service.get_technical_analysis(ticker, stock_data)
+        
+        return AnalysisResult(
+            stock_name=request.stock_name,
+            ticker=ticker,
+            signal=signal,
+            sentiment=sentiment,
+            technical=tech_analysis,
+            timestamp=datetime.now().isoformat()
+        )
+        
+    except Exception as e:
+        raise HTTPException(status_code=500, detail=str(e))
+    finally:
+        db.close()
+
+@app.get("/api/analysis/{ticker}")
+async def get_latest_analysis(ticker: str):
+    """获取最新分析结果"""
+    db = SessionLocal()
+    try:
+        service = StockService(db)
+        result = service.get_latest_analysis(ticker)
+        if not result:
+            raise HTTPException(status_code=404, detail="暂无分析数据")
+        return result
+    finally:
+        db.close()
+
+# ═════════════════════════════════════════════════════════════════════
+# 实时行情
+# ═════════════════════════════════════════════════════════════════════
+
+@app.get("/api/quote/{ticker}")
+async def get_quote(ticker: str):
+    """获取实时行情"""
+    db = SessionLocal()
+    try:
+        service = StockService(db)
+        return service.get_realtime_quote(ticker)
+    finally:
+        db.close()
+
+# ═════════════════════════════════════════════════════════════════════
+# 手动触发任务
+# ═════════════════════════════════════════════════════════════════════
+
+@app.post("/api/tasks/daily-analysis")
+async def trigger_daily_analysis(background_tasks: BackgroundTasks):
+    """手动触发每日分析"""
+    background_tasks.add_task(daily_analysis_task)
+    return {"message": "每日分析任务已触发", "timestamp": datetime.now().isoformat()}
+
+# ═════════════════════════════════════════════════════════════════════
+# 前端静态文件
+# ═════════════════════════════════════════════════════════════════════
+
+app.mount("/app", StaticFiles(directory="../frontend", html=True), name="frontend")
+
+if __name__ == "__main__":
+    uvicorn.run("main:app", host="0.0.0.0", port=8000, reload=True)
--- a/backend/models.py
+++ b/backend/models.py
@@ -0,0 +1,102 @@
+"""
+Pydantic模型 - 请求/响应数据验证
+"""
+
+from pydantic import BaseModel
+from typing import Optional, List
+from datetime import datetime
+
+# ═════════════════════════════════════════════════════════════════════
+# 持仓相关
+# ═════════════════════════════════════════════════════════════════════
+
+class PositionCreate(BaseModel):
+    stock_name: str
+    ticker: str
+    shares: int
+    cost_price: float
+    strategy: str = "C"  # A/B/C
+    notes: Optional[str] = None
+
+class PositionResponse(BaseModel):
+    id: int
+    stock_name: str
+    ticker: str
+    shares: int
+    cost_price: float
+    current_price: float
+    market_value: float
+    pnl: float
+    pnl_percent: float
+    strategy: str
+    created_at: datetime
+    notes: Optional[str]
+    
+    class Config:
+        from_attributes = True
+
+# ═════════════════════════════════════════════════════════════════════
+# 分析相关
+# ═════════════════════════════════════════════════════════════════════
+
+class StockAnalysisRequest(BaseModel):
+    stock_name: str
+    ticker: Optional[str] = None
+
+class SentimentData(BaseModel):
+    score: int  # -5 ~ +5
+    label: str
+    factors: List[str]
+    outlook: str
+    source: str = "llm"
+
+class TechnicalData(BaseModel):
+    current_price: float
+    ma5: float
+    ma20: float
+    ma60: float
+    rsi: float
+    atr: float
+    atr_percent: float
+    trend: str  # UP / DOWN / SIDEWAYS
+
+class SignalData(BaseModel):
+    action: str  # BUY / SELL / HOLD
+    score: float
+    confidence: str  # HIGH / MEDIUM / LOW
+    stop_loss: float
+    position_ratio: float  # 建议仓位比例
+    reasons: List[str]
+
+class AnalysisResult(BaseModel):
+    stock_name: str
+    ticker: str
+    signal: SignalData
+    sentiment: SentimentData
+    technical: TechnicalData
+    timestamp: str
+
+# ═════════════════════════════════════════════════════════════════════
+# 行情相关
+# ═════════════════════════════════════════════════════════════════════
+
+class QuoteData(BaseModel):
+    ticker: str
+    name: str
+    price: float
+    change: float
+    change_percent: float
+    volume: float
+    updated_at: str
+
+# ═════════════════════════════════════════════════════════════════════
+# 任务相关
+# ═════════════════════════════════════════════════════════════════════
+
+class TaskStatus(BaseModel):
+    task_id: str
+    status: str  # pending / running / completed / failed
+    progress: int  # 0-100
+    message: str
+    created_at: str
+    completed_at: Optional[str]
--- a/backend/requirements.txt
+++ b/backend/requirements.txt
@@ -0,0 +1,24 @@
+# Stock Buddy 依赖
+
+# Web框架
+fastapi>=0.104.0
+uvicorn>=0.24.0
+
+# 数据库
+sqlalchemy>=2.0.0
+
+# 定时任务
+apscheduler>=3.10.0
+
+# 数据处理
+pandas>=2.0.0
+numpy>=1.24.0
+
+# 金融数据
+yfinance>=0.2.0
+
+# HTTP请求
+requests>=2.31.0
+
+# 数据验证
+pydantic>=2.5.0
--- a/backend/services/llm_service.py
+++ b/backend/services/llm_service.py
@@ -0,0 +1,142 @@
+"""
+LLM服务
+负责：调用Agent进行舆情分析
+"""
+
+import json
+import asyncio
+from datetime import datetime
+from typing import Dict
+
+class LLMService:
+    """LLM舆情分析服务"""
+    
+    def __init__(self):
+        # 模拟新闻数据源
+        self.news_db = {
+            "中芯国际": [
+                "中芯国际Q3营收创新高，先进制程占比突破30%",
+                "大基金二期增持中芯，长期看好国产替代",
+                "美国制裁影响有限，中芯国际产能利用率维持高位"
+            ],
+            "平安好医生": [
+                "平安好医生与三甲医院深化合作，线上问诊量增长",
+                "互联网医疗政策利好，医保线上支付全面放开",
+                "AI辅助诊断系统上线，提升医疗服务效率"
+            ],
+            "叮当健康": [
+                "叮当健康持续亏损，即时配送成本压力仍存",
+                "医药O2O市场竞争激烈，价格战影响盈利",
+                "数字化转型推进中，等待规模效应释放"
+            ],
+            "阅文集团": [
+                "《庆余年2》网播量破纪录，阅文IP变现能力增强",
+                "网文改编影视剧持续高热，版权收入稳步增长",
+                "免费阅读冲击付费市场，用户付费意愿下降"
+            ],
+            "中原建业": [
+                "房地产代建市场规模萎缩，中原建业订单下滑",
+                "流动性危机隐现，股价创历史新低",
+                "债务压力较大，短期经营困难"
+            ],
+            "泰升集团": [
+                "港股小盘股成交低迷，流动性风险需警惕",
+                "业务转型缓慢，缺乏明确增长催化剂"
+            ]
+        }
+    
+    async def analyze_sentiment(self, stock_name: str, ticker: str) -> Dict:
+        """
+        分析股票舆情
+        实际场景：这里应该调用真实的LLM API或Agent
+        测试阶段：基于规则生成
+        """
+        # 获取相关新闻
+        news_list = self.news_db.get(stock_name, ["暂无相关新闻"])
+        
+        # 基于关键词的简单分析（实际应调用LLM）
+        positive_keywords = ['增长', '利好', '增持', '新高', '突破', '盈利', '超预期', '合作']
+        negative_keywords = ['亏损', '下滑', '萎缩', '危机', '下跌', '压力', '激烈', '冲击']
+        
+        positive_count = sum(1 for news in news_list for w in positive_keywords if w in news)
+        negative_count = sum(1 for news in news_list for w in negative_keywords if w in news)
+        
+        # 计算分数
+        net_score = positive_count - negative_count
+        
+        # 映射到 -5 ~ +5
+        if net_score >= 3:
+            score = 4
+            label = "极度乐观"
+        elif net_score >= 1:
+            score = 2
+            label = "乐观"
+        elif net_score == 0:
+            score = 0
+            label = "中性"
+        elif net_score >= -2:
+            score = -2
+            label = "悲观"
+        else:
+            score = -4
+            label = "极度悲观"
+        
+        # 生成因素和展望
+        factors = self._extract_factors(news_list, positive_keywords, negative_keywords)
+        outlook = self._generate_outlook(score)
+        
+        return {
+            "score": score,
+            "label": label,
+            "factors": factors[:3],  # 最多3个因素
+            "outlook": outlook,
+            "source": "llm",
+            "news_count": len(news_list),
+            "analyzed_at": datetime.now().isoformat()
+        }
+    
+    def _extract_factors(self, news_list, pos_keywords, neg_keywords):
+        """提取影响因素"""
+        factors = []
+        
+        # 简单的关键词匹配提取
+        factor_mapping = {
+            '业绩增长': ['增长', '盈利', '超预期'],
+            '政策支持': ['政策', '利好', '放开'],
+            '行业复苏': ['复苏', '回暖', '景气'],
+            '竞争加剧': ['竞争', '激烈', '价格战'],
+            '成本压力': ['成本', '亏损', '压力'],
+            '市场风险': ['危机', '风险', '下跌', '下滑']
+        }
+        
+        all_text = ' '.join(news_list)
+        
+        for factor, keywords in factor_mapping.items():
+            if any(kw in all_text for kw in keywords):
+                factors.append(factor)
+        
+        return factors if factors else ["市场关注度一般"]
+    
+    def _generate_outlook(self, score: int) -> str:
+        """生成展望"""
+        if score >= 4:
+            return "短期强烈看涨，关注回调风险"
+        elif score >= 2:
+            return "短期看涨，建议逢低布局"
+        elif score == 0:
+            return "短期震荡，观望为主"
+        elif score >= -2:
+            return "短期承压，等待企稳信号"
+        else:
+            return "短期看空，建议规避风险"
+    
+    async def analyze_market(self, market_name: str = "恒生指数") -> Dict:
+        """分析大盘情绪"""
+        return {
+            "score": 1,
+            "label": "中性偏多",
+            "factors": ["美联储政策转向预期", "港股估值处于低位", "南向资金持续流入"],
+            "outlook": "短期震荡向上",
+            "source": "llm",
+            "analyzed_at": datetime.now().isoformat()
+        }
--- a/backend/services/sentiment_service.py
+++ b/backend/services/sentiment_service.py
@@ -0,0 +1,71 @@
+"""
+舆情数据服务
+"""
+
+from sqlalchemy.orm import Session
+from datetime import datetime
+from database import SentimentData
+
+class SentimentService:
+    def __init__(self, db: Session):
+        self.db = db
+    
+    def save_sentiment(self, ticker: str, sentiment: dict):
+        """保存舆情分析结果"""
+        date_str = datetime.now().strftime('%Y-%m-%d')
+        
+        # 检查是否已存在
+        existing = self.db.query(SentimentData).filter(
+            SentimentData.ticker == ticker,
+            SentimentData.date == date_str
+        ).first()
+        
+        if existing:
+            existing.score = sentiment.get('score', 0)
+            existing.label = sentiment.get('label', '中性')
+            existing.factors = sentiment.get('factors', [])
+            existing.outlook = sentiment.get('outlook', '')
+            existing.source = sentiment.get('source', 'llm')
+        else:
+            new_sentiment = SentimentData(
+                ticker=ticker,
+                date=date_str,
+                score=sentiment.get('score', 0),
+                label=sentiment.get('label', '中性'),
+                factors=sentiment.get('factors', []),
+                outlook=sentiment.get('outlook', ''),
+                source=sentiment.get('source', 'llm')
+            )
+            self.db.add(new_sentiment)
+        
+        self.db.commit()
+    
+    def get_sentiment(self, ticker: str, days: int = 30):
+        """获取最近N天的舆情数据"""
+        sentiments = self.db.query(SentimentData).filter(
+            SentimentData.ticker == ticker
+        ).order_by(SentimentData.date.desc()).limit(days).all()
+        
+        return [{
+            'date': s.date,
+            'score': s.score,
+            'label': s.label,
+            'factors': s.factors,
+            'outlook': s.outlook
+        } for s in sentiments]
+    
+    def get_latest_sentiment(self, ticker: str):
+        """获取最新舆情"""
+        sentiment = self.db.query(SentimentData).filter(
+            SentimentData.ticker == ticker
+        ).order_by(SentimentData.date.desc()).first()
+        
+        if sentiment:
+            return {
+                'date': sentiment.date,
+                'score': sentiment.score,
+                'label': sentiment.label,
+                'factors': sentiment.factors,
+                'outlook': sentiment.outlook
+            }
+        return None
--- a/backend/services/stock_service.py
+++ b/backend/services/stock_service.py
@@ -0,0 +1,267 @@
+"""
+股票数据服务
+负责：数据获取、缓存、持仓管理
+"""
+
+import yfinance as yf
+import pandas as pd
+from sqlalchemy.orm import Session
+from datetime import datetime, timedelta
+import json
+import sys
+import os
+
+# 添加父目录到路径
+sys.path.append(os.path.dirname(os.path.dirname(__file__)))
+
+from database import Position, StockData, AnalysisResult, TradeLog
+from models import PositionCreate
+
+class StockService:
+    def __init__(self, db: Session):
+        self.db = db
+        self.cache_dir = os.path.join(os.path.dirname(__file__), '..', '..', 'data', 'cache')
+        os.makedirs(self.cache_dir, exist_ok=True)
+    
+    # ═════════════════════════════════════════════════════════════════
+    # 持仓管理
+    # ═════════════════════════════════════════════════════════════════
+    
+    def get_all_positions(self):
+        """获取所有持仓"""
+        positions = self.db.query(Position).all()
+        # 更新实时价格
+        for pos in positions:
+            try:
+                quote = self.get_realtime_quote(pos.ticker)
+                pos.current_price = quote['price']
+                pos.market_value = pos.shares * pos.current_price
+                pos.pnl = pos.market_value - (pos.shares * pos.cost_price)
+                pos.pnl_percent = (pos.pnl / (pos.shares * pos.cost_price)) * 100
+            except:
+                pass
+        self.db.commit()
+        return positions
+    
+    def create_position(self, position: PositionCreate):
+        """创建持仓"""
+        db_position = Position(
+            stock_name=position.stock_name,
+            ticker=position.ticker,
+            shares=position.shares,
+            cost_price=position.cost_price,
+            strategy=position.strategy,
+            notes=position.notes
+        )
+        self.db.add(db_position)
+        self.db.commit()
+        self.db.refresh(db_position)
+        return db_position
+    
+    def update_position(self, position_id: int, position: PositionCreate):
+        """更新持仓"""
+        db_position = self.db.query(Position).filter(Position.id == position_id).first()
+        if not db_position:
+            raise ValueError("持仓不存在")
+        
+        db_position.stock_name = position.stock_name
+        db_position.ticker = position.ticker
+        db_position.shares = position.shares
+        db_position.cost_price = position.cost_price
+        db_position.strategy = position.strategy
+        db_position.notes = position.notes
+        
+        self.db.commit()
+        self.db.refresh(db_position)
+        return db_position
+    
+    def delete_position(self, position_id: int):
+        """删除持仓"""
+        db_position = self.db.query(Position).filter(Position.id == position_id).first()
+        if not db_position:
+            raise ValueError("持仓不存在")
+        self.db.delete(db_position)
+        self.db.commit()
+    
+    # ═════════════════════════════════════════════════════════════════
+    # 数据获取
+    # ═════════════════════════════════════════════════════════════════
+    
+    def update_stock_data(self, ticker: str, period: str = "2y"):
+        """更新股票数据"""
+        # 从yfinance获取
+        df = yf.download(ticker, period=period, auto_adjust=True, progress=False)
+        if df.empty:
+            raise ValueError(f"无法获取{ticker}的数据")
+        
+        if isinstance(df.columns, pd.MultiIndex):
+            df.columns = df.columns.droplevel(1)
+        
+        # 计算技术指标
+        df['MA5'] = df['Close'].rolling(5).mean()
+        df['MA20'] = df['Close'].rolling(20).mean()
+        df['MA60'] = df['Close'].rolling(60).mean()
+        
+        # RSI
+        delta = df['Close'].diff()
+        gain = delta.clip(lower=0).ewm(alpha=1/14).mean()
+        loss = (-delta.clip(upper=0)).ewm(alpha=1/14).mean()
+        df['RSI'] = 100 - (100 / (1 + gain / loss))
+        
+        # ATR
+        high_low = df['High'] - df['Low']
+        high_close = (df['High'] - df['Close'].shift(1)).abs()
+        low_close = (df['Low'] - df['Close'].shift(1)).abs()
+        tr = pd.concat([high_low, high_close, low_close], axis=1).max(axis=1)
+        df['ATR'] = tr.rolling(14).mean()
+        
+        df = df.dropna()
+        
+        # 保存到数据库
+        for date, row in df.iterrows():
+            date_str = date.strftime('%Y-%m-%d')
+            
+            # 检查是否已存在
+            existing = self.db.query(StockData).filter(
+                StockData.ticker == ticker,
+                StockData.date == date_str
+            ).first()
+            
+            if existing:
+                existing.open_price = float(row['Open'])
+                existing.high_price = float(row['High'])
+                existing.low_price = float(row['Low'])
+                existing.close_price = float(row['Close'])
+                existing.volume = float(row['Volume'])
+                existing.ma5 = float(row['MA5'])
+                existing.ma20 = float(row['MA20'])
+                existing.ma60 = float(row['MA60'])
+                existing.rsi = float(row['RSI'])
+                existing.atr = float(row['ATR'])
+            else:
+                new_data = StockData(
+                    ticker=ticker,
+                    date=date_str,
+                    open_price=float(row['Open']),
+                    high_price=float(row['High']),
+                    low_price=float(row['Low']),
+                    close_price=float(row['Close']),
+                    volume=float(row['Volume']),
+                    ma5=float(row['MA5']),
+                    ma20=float(row['MA20']),
+                    ma60=float(row['MA60']),
+                    rsi=float(row['RSI']),
+                    atr=float(row['ATR'])
+                )
+                self.db.add(new_data)
+        
+        self.db.commit()
+        return df
+    
+    def get_stock_data(self, ticker: str, days: int = 60):
+        """从数据库获取股票数据"""
+        data = self.db.query(StockData).filter(
+            StockData.ticker == ticker
+        ).order_by(StockData.date.desc()).limit(days).all()
+        
+        if not data:
+            return None
+        
+        df = pd.DataFrame([{
+            'date': d.date,
+            'open': d.open_price,
+            'high': d.high_price,
+            'low': d.low_price,
+            'close': d.close_price,
+            'volume': d.volume,
+            'ma5': d.ma5,
+            'ma20': d.ma20,
+            'ma60': d.ma60,
+            'rsi': d.rsi,
+            'atr': d.atr
+        } for d in data])
+        
+        return df.iloc[::-1]  # 正序
+    
+    def get_realtime_quote(self, ticker: str):
+        """获取实时行情"""
+        stock = yf.Ticker(ticker)
+        info = stock.info
+        
+        # 尝试获取实时价格
+        try:
+            hist = stock.history(period="1d")
+            if not hist.empty:
+                current_price = float(hist['Close'].iloc[-1])
+                prev_close = float(hist['Close'].iloc[0]) if len(hist) > 1 else current_price
+                change = current_price - prev_close
+                change_percent = (change / prev_close) * 100 if prev_close else 0
+            else:
+                current_price = info.get('currentPrice', 0)
+                prev_close = info.get('previousClose', 0)
+                change = current_price - prev_close
+                change_percent = (change / prev_close) * 100 if prev_close else 0
+        except:
+            current_price = info.get('currentPrice', 0)
+            change = 0
+            change_percent = 0
+        
+        return {
+            'ticker': ticker,
+            'name': info.get('longName', ticker),
+            'price': current_price,
+            'change': change,
+            'change_percent': change_percent,
+            'volume': info.get('volume', 0),
+            'updated_at': datetime.now().isoformat()
+        }
+    
+    def search_ticker(self, stock_name: str):
+        """搜索股票代码（简化版）"""
+        # 港股映射
+        hk_mapping = {
+            '中芯国际': '0981.HK',
+            '平安好医生': '1833.HK',
+            '叮当健康': '9886.HK',
+            '中原建业': '9982.HK',
+            '阅文集团': '0772.HK',
+            '泰升集团': '0687.HK'
+        }
+        
+        if stock_name in hk_mapping:
+            return hk_mapping[stock_name]
+        
+        # 如果是代码格式，直接返回
+        if stock_name.endswith('.HK'):
+            return stock_name
+        
+        raise ValueError(f"无法识别股票: {stock_name}")
+    
+    # ═════════════════════════════════════════════════════════════════
+    # 分析结果
+    # ═════════════════════════════════════════════════════════════════
+    
+    def save_analysis_result(self, ticker: str, result: dict):
+        """保存分析结果"""
+        date_str = datetime.now().strftime('%Y-%m-%d')
+        
+        analysis = AnalysisResult(
+            ticker=ticker,
+            date=date_str,
+            action=result.get('signal', {}).get('action', 'HOLD'),
+            score=result.get('signal', {}).get('score', 0),
+            confidence=result.get('signal', {}).get('confidence', 'LOW'),
+            full_data=result
+        )
+        self.db.add(analysis)
+        self.db.commit()
+    
+    def get_latest_analysis(self, ticker: str):
+        """获取最新分析"""
+        result = self.db.query(AnalysisResult).filter(
+            AnalysisResult.ticker == ticker
+        ).order_by(AnalysisResult.created_at.desc()).first()
+        
+        if result:
+            return result.full_data
+        return None
--- a/backend/services/strategy_service.py
+++ b/backend/services/strategy_service.py
@@ -0,0 +1,184 @@
+"""
+策略服务
+实现v7策略：三维度评分 + 大盘过滤 + 盈利保护
+"""
+
+import pandas as pd
+import numpy as np
+from sqlalchemy.orm import Session
+
+class StrategyService:
+    def __init__(self, db: Session):
+        self.db = db
+        self.weights = {'tech': 0.6, 'fund': 0.3, 'sent': 0.1}
+    
+    def calculate_signal(self, ticker: str, stock_data: pd.DataFrame, sentiment_score: int):
+        """
+        计算交易信号
+        """
+        if stock_data is None or len(stock_data) < 20:
+            return {
+                'action': 'HOLD',
+                'score': 0,
+                'confidence': 'LOW',
+                'stop_loss': 0.08,
+                'position_ratio': 0,
+                'reasons': ['数据不足']
+            }
+        
+        latest = stock_data.iloc[-1]
+        
+        # ═════════════════════════════════════════════════════════════════
+        # 1. 技术面评分
+        # ═════════════════════════════════════════════════════════════════
+        tech_score = 0
+        reasons = []
+        
+        # RSI
+        rsi = latest.get('rsi', 50)
+        if rsi < 30:
+            tech_score += 3
+            reasons.append(f'RSI超卖({rsi:.1f})')
+        elif rsi < 45:
+            tech_score += 1
+        elif rsi > 70:
+            tech_score -= 3
+            reasons.append(f'RSI超买({rsi:.1f})')
+        elif rsi > 55:
+            tech_score -= 1
+        
+        # 均线
+        close = latest.get('close', 0)
+        ma5 = latest.get('ma5', 0)
+        ma20 = latest.get('ma20', 0)
+        ma60 = latest.get('ma60', 0)
+        
+        if close > ma5 > ma20:
+            tech_score += 2
+            reasons.append('均线多头排列')
+        elif close < ma5 < ma20:
+            tech_score -= 2
+            reasons.append('均线空头排列')
+        
+        # 趋势
+        if close > ma60:
+            tech_score += 1
+        else:
+            tech_score -= 1
+        
+        tech_score = np.clip(tech_score, -10, 10)
+        
+        # ═════════════════════════════════════════════════════════════════
+        # 2. 基本面（简化，实际应从数据库读取）
+        # ═════════════════════════════════════════════════════════════════
+        # 这里简化处理，实际应该根据股票获取对应的基本面评分
+        fund_score = 0  # 默认为中性
+        
+        # ═════════════════════════════════════════════════════════════════
+        # 3. 综合评分
+        # ═════════════════════════════════════════════════════════════════
+        total_score = (
+            self.weights['tech'] * tech_score +
+            self.weights['fund'] * fund_score +
+            self.weights['sent'] * sentiment_score * 2  # sentiment是-5~5，放大
+        )
+        
+        # ═════════════════════════════════════════════════════════════════
+        # 4. 生成信号
+        # ═════════════════════════════════════════════════════════════════
+        atr = latest.get('atr', close * 0.05)
+        atr_percent = atr / close if close > 0 else 0.05
+        
+        # 止损设置
+        if atr_percent < 0.05:
+            stop_loss = 0.08  # 低波动，固定8%
+            stop_type = '固定8%'
+        elif atr_percent < 0.15:
+            stop_loss = min(0.35, max(0.08, atr_percent * 2.5))  # 中波动
+            stop_type = f'ATR×2.5 ({stop_loss*100:.1f}%)'
+        else:
+            stop_loss = min(0.40, max(0.08, atr_percent * 2.0))  # 高波动
+            stop_type = f'ATR×2.0 ({stop_loss*100:.1f}%)'
+        
+        # 仓位建议
+        if total_score >= 5:
+            position_ratio = 1.0
+            confidence = 'HIGH'
+        elif total_score >= 3:
+            position_ratio = 0.6
+            confidence = 'MEDIUM'
+        elif total_score >= 1.5:
+            position_ratio = 0.3
+            confidence = 'LOW'
+        else:
+            position_ratio = 0
+            confidence = 'LOW'
+        
+        # 动作判断
+        if total_score >= 1.5:
+            action = 'BUY'
+        elif total_score <= -1.5:
+            action = 'SELL'
+        else:
+            action = 'HOLD'
+        
+        reasons.append(f'舆情{sentiment_score:+d}分')
+        reasons.append(f'止损:{stop_type}')
+        
+        return {
+            'action': action,
+            'score': round(total_score, 2),
+            'confidence': confidence,
+            'stop_loss': round(stop_loss, 4),
+            'position_ratio': position_ratio,
+            'reasons': reasons,
+            'tech_score': round(tech_score, 2),
+            'fund_score': round(fund_score, 2),
+            'sent_score': sentiment_score
+        }
+    
+    def get_technical_analysis(self, ticker: str, stock_data: pd.DataFrame):
+        """获取技术分析详情"""
+        if stock_data is None or len(stock_data) == 0:
+            return None
+        
+        latest = stock_data.iloc[-1]
+        
+        close = latest.get('close', 0)
+        ma5 = latest.get('ma5', 0)
+        ma20 = latest.get('ma20', 0)
+        ma60 = latest.get('ma60', 0)
+        rsi = latest.get('rsi', 50)
+        atr = latest.get('atr', 0)
+        
+        # 判断趋势
+        if close > ma20 > ma60:
+            trend = 'UP'
+        elif close < ma20 < ma60:
+            trend = 'DOWN'
+        else:
+            trend = 'SIDEWAYS'
+        
+        atr_percent = (atr / close * 100) if close > 0 else 0
+        
+        return {
+            'current_price': round(close, 4),
+            'ma5': round(ma5, 4),
+            'ma20': round(ma20, 4),
+            'ma60': round(ma60, 4),
+            'rsi': round(rsi, 2),
+            'atr': round(atr, 4),
+            'atr_percent': round(atr_percent, 2),
+            'trend': trend
+        }
+    
+    def check_market_filter(self, market_data: pd.DataFrame):
+        """检查大盘过滤条件"""
+        if market_data is None or len(market_data) < 20:
+            return True  # 数据不足，默认允许
+        
+        latest = market_data.iloc[-1]
+        close = latest.get('close', 0)
+        ma20 = latest.get('ma20', 0)
+        
+        return close >= ma20
--- a/frontend/app.js
+++ b/frontend/app.js
@@ -0,0 +1,466 @@
+/**
+ * Stock Buddy 前端逻辑
+ */
+
+const API_BASE = 'http://localhost:8000/api';
+
+// 页面状态
+let currentPage = 'dashboard';
+let positions = [];
+
+// ═════════════════════════════════════════════════════════════════════
+// 初始化
+// ═════════════════════════════════════════════════════════════════════
+
+document.addEventListener('DOMContentLoaded', () => {
+    initNavigation();
+    initEventListeners();
+    loadDashboard();
+});
+
+function initNavigation() {
+    document.querySelectorAll('.nav-item').forEach(item => {
+        item.addEventListener('click', (e) => {
+            e.preventDefault();
+            const page = item.dataset.page;
+            switchPage(page);
+        });
+    });
+}
+
+function initEventListeners() {
+    // 刷新按钮
+    document.getElementById('refresh-btn').addEventListener('click', () => {
+        loadCurrentPage();
+    });
+    
+    // 运行分析
+    document.getElementById('run-analysis-btn').addEventListener('click', async () => {
+        await runDailyAnalysis();
+    });
+    
+    // 添加持仓
+    document.getElementById('add-position-btn').addEventListener('click', () => {
+        showModal('add-position-modal');
+    });
+    
+    document.getElementById('cancel-add').addEventListener('click', () => {
+        hideModal('add-position-modal');
+    });
+    
+    document.querySelector('.modal-close').addEventListener('click', () => {
+        hideModal('add-position-modal');
+    });
+    
+    document.getElementById('add-position-form').addEventListener('submit', async (e) => {
+        e.preventDefault();
+        await addPosition();
+    });
+    
+    // 股票分析
+    document.getElementById('analyze-btn').addEventListener('click', async () => {
+        const input = document.getElementById('stock-search').value.trim();
+        if (input) {
+            await analyzeStock(input);
+        }
+    });
+    
+    document.getElementById('stock-search').addEventListener('keypress', (e) => {
+        if (e.key === 'Enter') {
+            document.getElementById('analyze-btn').click();
+        }
+    });
+}
+
+// ═════════════════════════════════════════════════════════════════════
+// 页面切换
+// ═════════════════════════════════════════════════════════════════════
+
+function switchPage(page) {
+    currentPage = page;
+    
+    // 更新导航状态
+    document.querySelectorAll('.nav-item').forEach(item => {
+        item.classList.remove('active');
+        if (item.dataset.page === page) {
+            item.classList.add('active');
+        }
+    });
+    
+    // 切换页面内容
+    document.querySelectorAll('.page').forEach(p => p.classList.remove('active'));
+    document.getElementById(`page-${page}`).classList.add('active');
+    
+    // 更新标题
+    const titles = {
+        dashboard: '总览',
+        positions: '持仓管理',
+        analysis: '股票分析',
+        sentiment: '舆情监控',
+        settings: '设置'
+    };
+    document.getElementById('page-title').textContent = titles[page];
+    
+    // 加载页面数据
+    loadCurrentPage();
+}
+
+function loadCurrentPage() {
+    switch (currentPage) {
+        case 'dashboard':
+            loadDashboard();
+            break;
+        case 'positions':
+            loadPositions();
+            break;
+        case 'sentiment':
+            loadSentiment();
+            break;
+    }
+}
+
+// ═════════════════════════════════════════════════════════════════════
+// 数据加载
+// ═════════════════════════════════════════════════════════════════════
+
+async function loadDashboard() {
+    try {
+        const response = await fetch(`${API_BASE}/positions`);
+        positions = await response.json();
+        
+        updateDashboardStats();
+        renderPositionsTable();
+    } catch (error) {
+        console.error('加载失败:', error);
+        showError('数据加载失败');
+    }
+}
+
+function updateDashboardStats() {
+    const totalValue = positions.reduce((sum, p) => sum + (p.market_value || 0), 0);
+    const totalCost = positions.reduce((sum, p) => sum + (p.shares * p.cost_price), 0);
+    const totalPnl = totalValue - totalCost;
+    const totalPnlPercent = totalCost > 0 ? (totalPnl / totalCost) * 100 : 0;
+    
+    document.getElementById('total-value').textContent = formatMoney(totalValue);
+    document.getElementById('total-pnl').textContent = `${totalPnl >= 0 ? '+' : ''}${formatMoney(totalPnl)} (${totalPnlPercent.toFixed(2)}%)`;
+    document.getElementById('total-pnl').className = `stat-change ${totalPnl >= 0 ? 'positive' : 'negative'}`;
+    
+    document.getElementById('position-count').textContent = positions.length;
+    
+    // 统计买入信号
+    const buySignals = positions.filter(p => p.pnl_percent < -5).length; // 简化逻辑
+    document.getElementById('buy-signals').textContent = buySignals;
+}
+
+function renderPositionsTable() {
+    const tbody = document.getElementById('positions-tbody');
+    
+    if (positions.length === 0) {
+        tbody.innerHTML = '<tr><td colspan="9" class="empty-state">暂无持仓</td></tr>';
+        return;
+    }
+    
+    tbody.innerHTML = positions.map(p => {
+        const pnlClass = p.pnl >= 0 ? 'positive' : 'negative';
+        const signal = p.pnl_percent < -10 ? 'BUY' : p.pnl_percent > 20 ? 'SELL' : 'HOLD';
+        const signalClass = signal.toLowerCase();
+        
+        return `
+            <tr>
+                <td><strong>${p.stock_name}</strong></td>
+                <td>${p.ticker}</td>
+                <td>${p.shares}</td>
+                <td>${p.cost_price.toFixed(3)}</td>
+                <td>${(p.current_price || 0).toFixed(3)}</td>
+                <td>${formatMoney(p.market_value || 0)}</td>
+                <td class="${pnlClass}">${p.pnl >= 0 ? '+' : ''}${formatMoney(p.pnl)} (${p.pnl_percent.toFixed(2)}%)</td>
+                <td><span class="signal-tag ${signalClass}">${signal}</span></td>
+                <td>
+                    <button class="btn btn-sm" onclick="viewPosition(${p.id})">详情</button>
+                </td>
+            </tr>
+        `;
+    }).join('');
+}
+
+async function loadPositions() {
+    try {
+        const response = await fetch(`${API_BASE}/positions`);
+        positions = await response.json();
+        
+        const tbody = document.getElementById('manage-positions-tbody');
+        
+        if (positions.length === 0) {
+            tbody.innerHTML = '<tr><td colspan="8" class="empty-state">暂无持仓</td></tr>';
+            return;
+        }
+        
+        tbody.innerHTML = positions.map(p => {
+            const pnlClass = p.pnl >= 0 ? 'positive' : 'negative';
+            
+            return `
+                <tr>
+                    <td>${p.stock_name}</td>
+                    <td>${p.ticker}</td>
+                    <td>${p.shares}</td>
+                    <td>${p.cost_price.toFixed(3)}</td>
+                    <td>${(p.current_price || 0).toFixed(3)}</td>
+                    <td class="${pnlClass}">${p.pnl >= 0 ? '+' : ''}${formatMoney(p.pnl)}</td>
+                    <td>${p.strategy}</td>
+                    <td>
+                        <button class="btn btn-sm btn-danger" onclick="deletePosition(${p.id})">删除</button>
+                    </td>
+                </tr>
+            `;
+        }).join('');
+    } catch (error) {
+        console.error('加载失败:', error);
+    }
+}
+
+async function loadSentiment() {
+    const list = document.getElementById('sentiment-list');
+    
+    if (positions.length === 0) {
+        list.innerHTML = '<p class="empty-state">请先添加持仓股票</p>';
+        return;
+    }
+    
+    list.innerHTML = '<p class="empty-state">舆情分析功能开发中...</p>';
+}
+
+// ═════════════════════════════════════════════════════════════════════
+// 持仓操作
+// ═════════════════════════════════════════════════════════════════════
+
+async function addPosition() {
+    const data = {
+        stock_name: document.getElementById('pos-name').value,
+        ticker: document.getElementById('pos-ticker').value,
+        shares: parseInt(document.getElementById('pos-shares').value),
+        cost_price: parseFloat(document.getElementById('pos-cost').value),
+        strategy: document.getElementById('pos-strategy').value,
+        notes: document.getElementById('pos-notes').value
+    };
+    
+    try {
+        const response = await fetch(`${API_BASE}/positions`, {
+            method: 'POST',
+            headers: { 'Content-Type': 'application/json' },
+            body: JSON.stringify(data)
+        });
+        
+        if (response.ok) {
+            hideModal('add-position-modal');
+            document.getElementById('add-position-form').reset();
+            loadCurrentPage();
+            showSuccess('持仓添加成功');
+        } else {
+            throw new Error('添加失败');
+        }
+    } catch (error) {
+        showError('添加失败: ' + error.message);
+    }
+}
+
+async function deletePosition(id) {
+    if (!confirm('确定删除此持仓吗？')) return;
+    
+    try {
+        const response = await fetch(`${API_BASE}/positions/${id}`, {
+            method: 'DELETE'
+        });
+        
+        if (response.ok) {
+            loadPositions();
+            showSuccess('删除成功');
+        }
+    } catch (error) {
+        showError('删除失败');
+    }
+}
+
+// ═════════════════════════════════════════════════════════════════════
+// 股票分析
+// ═════════════════════════════════════════════════════════════════════
+
+async function analyzeStock(input) {
+    const resultDiv = document.getElementById('analysis-result');
+    resultDiv.classList.remove('hidden');
+    resultDiv.innerHTML = '<div class="result-loading">分析中，请稍候...</div>';
+    
+    try {
+        // 判断是名称还是代码
+        const isTicker = input.endsWith('.HK') || /^\d{4,5}$/.test(input);
+        
+        const requestData = isTicker 
+            ? { stock_name: input, ticker: input }
+            : { stock_name: input };
+        
+        const response = await fetch(`${API_BASE}/analyze`, {
+            method: 'POST',
+            headers: { 'Content-Type': 'application/json' },
+            body: JSON.stringify(requestData)
+        });
+        
+        const result = await response.json();
+        
+        if (response.ok) {
+            renderAnalysisResult(result);
+        } else {
+            throw new Error(result.detail || '分析失败');
+        }
+    } catch (error) {
+        resultDiv.innerHTML = `<div class="result-card"><p class="negative">分析失败: ${error.message}</p></div>`;
+    }
+}
+
+function renderAnalysisResult(result) {
+    const resultDiv = document.getElementById('analysis-result');
+    
+    const signalClass = result.signal.action.toLowerCase();
+    const sentimentClass = result.sentiment.score >= 0 ? 'positive' : 'negative';
+    
+    resultDiv.innerHTML = `
+        <div class="result-card">
+            <div class="result-header">
+                <div>
+                    <div class="result-title">${result.stock_name} (${result.ticker})</div>
+                    <div style="color: var(--text-secondary); font-size: 13px; margin-top: 4px;">
+                        分析时间: ${new Date(result.timestamp).toLocaleString()}
+                    </div>
+                </div>
+                <span class="signal-tag ${signalClass}">${result.signal.action}</span>
+            </div>
+            
+            <div class="result-body">
+                <div class="result-item">
+                    <div class="result-label">综合评分</div>
+                    <div class="result-value" style="color: ${result.signal.score >= 0 ? 'var(--success)' : 'var(--danger)'}">
+                        ${result.signal.score >= 0 ? '+' : ''}${result.signal.score.toFixed(2)}
+                    </div>
+                </div>
+                <div class="result-item">
+                    <div class="result-label">当前价格</div>
+                    <div class="result-value">${result.technical.current_price.toFixed(3)}</div>
+                </div>
+                <div class="result-item">
+                    <div class="result-label">建议仓位</div>
+                    <div class="result-value">${(result.signal.position_ratio * 100).toFixed(0)}%</div>
+                </div>
+            </div>
+        </div>
+        
+        <div class="result-card">
+            <h4 style="margin-bottom: 16px;">技术分析</h4>
+            <div class="result-body">
+                <div class="result-item">
+                    <div class="result-label">RSI</div>
+                    <div class="result-value">${result.technical.rsi.toFixed(1)}</div>
+                </div>
+                <div class="result-item">
+                    <div class="result-label">趋势</div>
+                    <div class="result-value" style="font-size: 16px;">${result.technical.trend === 'UP' ? '上涨📈' : result.technical.trend === 'DOWN' ? '下跌📉' : '震荡➡️'}</div>
+                </div>
+                <div class="result-item">
+                    <div class="result-label">止损位</div>
+                    <div class="result-value">${(result.signal.stop_loss * 100).toFixed(1)}%</div>
+                </div>
+            </div>
+        </div>
+        
+        <div class="result-card">
+            <h4 style="margin-bottom: 16px;">舆情分析</h4>
+            <div style="display: flex; align-items: center; gap: 16px; margin-bottom: 12px;">
+                <span style="font-size: 32px; font-weight: 700; color: ${sentimentClass};">
+                    ${result.sentiment.score > 0 ? '+' : ''}${result.sentiment.score}
+                </span>
+                <span>${result.sentiment.label}</span>
+            </div>
+            <div style="color: var(--text-secondary); font-size: 14px;">
+                <strong>影响因素:</strong> ${result.sentiment.factors.join('、')}
+            </div>
+            <div style="color: var(--text-secondary); font-size: 14px; margin-top: 8px;">
+                <strong>展望:</strong> ${result.sentiment.outlook}
+            </div>
+        </div>
+        
+        <div class="result-card">
+            <h4 style="margin-bottom: 16px;">分析理由</h4>
+            <ul style="color: var(--text-secondary); font-size: 14px; padding-left: 20px;">
+                ${result.signal.reasons.map(r => `<li>${r}</li>`).join('')}
+            </ul>
+        </div>
+    `;
+}
+
+// ═════════════════════════════════════════════════════════════════════
+// 任务操作
+// ═════════════════════════════════════════════════════════════════════
+
+async function runDailyAnalysis() {
+    const btn = document.getElementById('run-analysis-btn');
+    btn.disabled = true;
+    btn.innerHTML = '<span>⏳</span> 分析中...';
+    
+    try {
+        const response = await fetch(`${API_BASE}/tasks/daily-analysis`, {
+            method: 'POST'
+        });
+        
+        if (response.ok) {
+            showSuccess('每日分析任务已启动');
+        } else {
+            throw new Error('启动失败');
+        }
+    } catch (error) {
+        showError('启动失败: ' + error.message);
+    } finally {
+        btn.disabled = false;
+        btn.innerHTML = '<span>▶️</span> 运行分析';
+    }
+}
+
+// ═════════════════════════════════════════════════════════════════════
+// 工具函数
+// ═════════════════════════════════════════════════════════════════════
+
+function formatMoney(amount) {
+    if (amount === undefined || amount === null) return '--';
+    if (amount >= 100000000) {
+        return (amount / 100000000).toFixed(2) + '亿';
+    } else if (amount >= 10000) {
+        return (amount / 10000).toFixed(2) + '万';
+    }
+    return amount.toFixed(2);
+}
+
+function showModal(id) {
+    document.getElementById(id).classList.remove('hidden');
+}
+
+function hideModal(id) {
+    document.getElementById(id).classList.add('hidden');
+}
+
+function showSuccess(message) {
+    // 简化实现，实际可用 toast
+    console.log('✅', message);
+}
+
+function showError(message) {
+    console.error('❌', message);
+    alert(message);
+}
+
+// ═════════════════════════════════════════════════════════════════════
+// 其他功能
+// ═════════════════════════════════════════════════════════════════════
+
+function viewPosition(id) {
+    const pos = positions.find(p => p.id === id);
+    if (pos) {
+        alert(`股票: ${pos.stock_name}\n代码: ${pos.ticker}\n持仓: ${pos.shares}股\n成本: ${pos.cost_price}\n策略: ${pos.strategy}\n\n${pos.notes || ''}`);
+    }
+}
--- a/frontend/index.html
+++ b/frontend/index.html
@@ -0,0 +1,263 @@
+<!DOCTYPE html>
+<html lang="zh-CN">
+<head>
+    <meta charset="UTF-8">
+    <meta name="viewport" content="width=device-width, initial-scale=1.0">
+    <title>Stock Buddy - 港股AI交易系统</title>
+    <link rel="stylesheet" href="style.css">
+    <link href="https://fonts.googleapis.com/css2?family=Inter:wght@400;500;600;700&display=swap" rel="stylesheet">
+</head>
+<body>
+    <div id="app">
+        <!-- 侧边栏 -->
+        <aside class="sidebar">
+            <div class="logo">
+                <span class="logo-icon">📈</span>
+                <span class="logo-text">Stock Buddy</span>
+            </div>
+            
+            <nav class="nav-menu">
+                <a href="#" class="nav-item active" data-page="dashboard">
+                    <span class="nav-icon">🏠</span>
+                    <span>总览</span>
+                </a>
+                <a href="#" class="nav-item" data-page="positions">
+                    <span class="nav-icon">💼</span>
+                    <span>持仓管理</span>
+                </a>
+                <a href="#" class="nav-item" data-page="analysis">
+                    <span class="nav-icon">🔍</span>
+                    <span>股票分析</span>
+                </a>
+                <a href="#" class="nav-item" data-page="sentiment">
+                    <span class="nav-icon">📰</span>
+                    <span>舆情监控</span>
+                </a>
+                <a href="#" class="nav-item" data-page="settings">
+                    <span class="nav-icon">⚙️</span>
+                    <span>设置</span>
+                </a>
+            </nav>
+            
+            <div class="sidebar-footer">
+                <div class="market-status">
+                    <span class="status-dot green"></span>
+                    <span>市场状态: 交易中</span>
+                </div>
+            </div>
+        </aside>
+
+        <!-- 主内容区 -->
+        <main class="main-content">
+            <!-- 顶部栏 -->
+            <header class="header">
+                <h1 id="page-title">总览</h1>
+                <div class="header-actions">
+                    <button class="btn btn-primary" id="refresh-btn">
+                        <span>🔄</span> 刷新数据
+                    </button>
+                    <button class="btn btn-secondary" id="run-analysis-btn">
+                        <span>▶️</span> 运行分析
+                    </button>
+                </div>
+            </header>
+
+            <!-- 页面内容 -->
+            <div class="content" id="content-area">
+                <!-- 总览页 -->
+                <div id="page-dashboard" class="page active">
+                    <!-- 统计卡片 -->
+                    <div class="stats-grid">
+                        <div class="stat-card">
+                            <div class="stat-label">总持仓市值</div>
+                            <div class="stat-value" id="total-value">--</div>
+                            <div class="stat-change" id="total-pnl">--</div>
+                        </div>
+                        <div class="stat-card">
+                            <div class="stat-label">今日盈亏</div>
+                            <div class="stat-value" id="daily-pnl">--</div>
+                            <div class="stat-change" id="daily-pnl-percent">--</div>
+                        </div>
+                        <div class="stat-card">
+                            <div class="stat-label">持仓数量</div>
+                            <div class="stat-value" id="position-count">--</div>
+                            <div class="stat-label-small">只股票</div>
+                        </div>
+                        <div class="stat-card">
+                            <div class="stat-label">买入信号</div>
+                            <div class="stat-value buy" id="buy-signals">--</div>
+                            <div class="stat-label-small">个机会</div>
+                        </div>
+                    </div>
+
+                    <!-- 持仓列表 -->
+                    <div class="section">
+                        <h2 class="section-title">持仓股票</h2>
+                        <div class="table-container">
+                            <table class="data-table" id="positions-table">
+                                <thead>
+                                    <tr>
+                                        <th>股票</th>
+                                        <th>代码</th>
+                                        <th>持仓</th>
+                                        <th>成本价</th>
+                                        <th>现价</th>
+                                        <th>市值</th>
+                                        <th>盈亏</th>
+                                        <th>信号</th>
+                                        <th>操作</th>
+                                    </tr>
+                                </thead>
+                                <tbody id="positions-tbody">
+                                    <tr>
+                                        <td colspan="9" class="loading">加载中...</td>
+                                    </tr>
+                                </tbody>
+                            </table>
+                        </div>
+                    </div>
+                </div>
+
+                <!-- 持仓管理页 -->
+                <div id="page-positions" class="page">
+                    <div class="section">
+                        <div class="section-header">
+                            <h2 class="section-title">持仓列表</h2>
+                            <button class="btn btn-primary" id="add-position-btn">
+                                <span>+</span> 添加持仓
+                            </button>
+                        </div>
+                        <div class="table-container">
+                            <table class="data-table" id="manage-positions-table">
+                                <thead>
+                                    <tr>
+                                        <th>股票名称</th>
+                                        <th>股票代码</th>
+                                        <th>持仓数量</th>
+                                        <th>成本价</th>
+                                        <th>当前价</th>
+                                        <th>盈亏</th>
+                                        <th>策略</th>
+                                        <th>操作</th>
+                                    </tr>
+                                </thead>
+                                <tbody id="manage-positions-tbody">
+                                    <tr>
+                                        <td colspan="8" class="loading">加载中...</td>
+                                    </tr>
+                                </tbody>
+                            </table>
+                        </div>
+                    </div>
+                </div>
+
+                <!-- 股票分析页 -->
+                <div id="page-analysis" class="page">
+                    <div class="section">
+                        <div class="section-header">
+                            <h2 class="section-title">股票分析</h2>
+                        </div>
+                        
+                        <!-- 搜索框 -->
+                        <div class="search-box">
+                            <input type="text" id="stock-search" placeholder="输入股票名称或代码（如：中芯国际 或 0981.HK）">
+                            <button class="btn btn-primary" id="analyze-btn">分析</button>
+                        </div>
+                        
+                        <!-- 分析结果 -->
+                        <div id="analysis-result" class="analysis-result hidden">
+                            <div class="result-loading">分析中...</div>
+                        </div>
+                    </div>
+                </div>
+
+                <!-- 舆情监控页 -->
+                <div id="page-sentiment" class="page">
+                    <div class="section">
+                        <h2 class="section-title">舆情监控</h2>
+                        <div id="sentiment-list">
+                            <p class="empty-state">选择持仓股票查看舆情分析</p>
+                        </div>
+                    </div>
+                </div>
+
+                <!-- 设置页 -->
+                <div id="page-settings" class="page">
+                    <div class="section">
+                        <h2 class="section-title">系统设置</h2>
+                        <div class="settings-form">
+                            <div class="form-group">
+                                <label>默认策略</label>
+                                <select id="default-strategy">
+                                    <option value="A">A - 固定止损12%</option>
+                                    <option value="B">B - ATR动态止损</option>
+                                    <option value="C" selected>C - 混合自适应</option>
+                                </select>
+                            </div>
+                            <div class="form-group">
+                                <label>大盘过滤</label>
+                                <label class="toggle">
+                                    <input type="checkbox" id="market-filter" checked>
+                                    <span class="toggle-slider"></span>
+                                    <span class="toggle-label">启用恒生指数MA20过滤</span>
+                                </label>
+                            </div>
+                            <div class="form-group">
+                                <label>自动分析时间</label>
+                                <input type="time" id="auto-analysis-time" value="09:00">
+                            </div>
+                            <button class="btn btn-primary" id="save-settings">保存设置</button>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </main>
+    </div>
+
+    <!-- 添加持仓弹窗 -->
+    <div class="modal hidden" id="add-position-modal">
+        <div class="modal-content">
+            <div class="modal-header">
+                <h3>添加持仓</h3>
+                <button class="modal-close">&times;</button>
+            </div>
+            <form id="add-position-form">
+                <div class="form-group">
+                    <label>股票名称</label>
+                    <input type="text" id="pos-name" required placeholder="如：中芯国际">
+                </div>
+                <div class="form-group">
+                    <label>股票代码</label>
+                    <input type="text" id="pos-ticker" required placeholder="如：0981.HK">
+                </div>
+                <div class="form-group">
+                    <label>持仓数量</label>
+                    <input type="number" id="pos-shares" required min="1" placeholder="1000">
+                </div>
+                <div class="form-group">
+                    <label>成本价</label>
+                    <input type="number" id="pos-cost" required step="0.001" placeholder="50.00">
+                </div>
+                <div class="form-group">
+                    <label>策略</label>
+                    <select id="pos-strategy">
+                        <option value="C" selected>C - 混合自适应</option>
+                        <option value="A">A - 固定止损12%</option>
+                        <option value="B">B - ATR动态止损</option>
+                    </select>
+                </div>
+                <div class="form-group">
+                    <label>备注</label>
+                    <textarea id="pos-notes" rows="2"></textarea>
+                </div>
+                <div class="modal-actions">
+                    <button type="button" class="btn btn-secondary" id="cancel-add">取消</button>
+                    <button type="submit" class="btn btn-primary">添加</button>
+                </div>
+            </form>
+        </div>
+    </div>
+
+    <script src="app.js"></script>
+</body>
+</html>
--- a/frontend/style.css
+++ b/frontend/style.css
@@ -0,0 +1,608 @@
+/* Stock Buddy 样式 */
+
+:root {
+    --primary: #3b82f6;
+    --primary-dark: #2563eb;
+    --secondary: #64748b;
+    --success: #22c55e;
+    --danger: #ef4444;
+    --warning: #f59e0b;
+    --bg-primary: #0f172a;
+    --bg-secondary: #1e293b;
+    --bg-tertiary: #334155;
+    --text-primary: #f8fafc;
+    --text-secondary: #94a3b8;
+    --border: #334155;
+    --radius: 8px;
+    --shadow: 0 4px 6px -1px rgba(0, 0, 0, 0.3);
+}
+
+* {
+    margin: 0;
+    padding: 0;
+    box-sizing: border-box;
+}
+
+body {
+    font-family: 'Inter', -apple-system, BlinkMacSystemFont, sans-serif;
+    background: var(--bg-primary);
+    color: var(--text-primary);
+    line-height: 1.6;
+}
+
+#app {
+    display: flex;
+    min-height: 100vh;
+}
+
+/* 侧边栏 */
+.sidebar {
+    width: 240px;
+    background: var(--bg-secondary);
+    border-right: 1px solid var(--border);
+    display: flex;
+    flex-direction: column;
+    position: fixed;
+    height: 100vh;
+}
+
+.logo {
+    padding: 24px 20px;
+    display: flex;
+    align-items: center;
+    gap: 12px;
+    border-bottom: 1px solid var(--border);
+}
+
+.logo-icon {
+    font-size: 24px;
+}
+
+.logo-text {
+    font-size: 20px;
+    font-weight: 700;
+    background: linear-gradient(135deg, #3b82f6, #8b5cf6);
+    -webkit-background-clip: text;
+    -webkit-text-fill-color: transparent;
+}
+
+.nav-menu {
+    flex: 1;
+    padding: 16px 12px;
+}
+
+.nav-item {
+    display: flex;
+    align-items: center;
+    gap: 12px;
+    padding: 12px 16px;
+    border-radius: var(--radius);
+    color: var(--text-secondary);
+    text-decoration: none;
+    margin-bottom: 4px;
+    transition: all 0.2s;
+}
+
+.nav-item:hover {
+    background: var(--bg-tertiary);
+    color: var(--text-primary);
+}
+
+.nav-item.active {
+    background: rgba(59, 130, 246, 0.15);
+    color: var(--primary);
+}
+
+.nav-icon {
+    font-size: 18px;
+}
+
+.sidebar-footer {
+    padding: 16px;
+    border-top: 1px solid var(--border);
+}
+
+.market-status {
+    display: flex;
+    align-items: center;
+    gap: 8px;
+    font-size: 13px;
+    color: var(--text-secondary);
+}
+
+.status-dot {
+    width: 8px;
+    height: 8px;
+    border-radius: 50%;
+}
+
+.status-dot.green {
+    background: var(--success);
+    box-shadow: 0 0 8px var(--success);
+}
+
+/* 主内容区 */
+.main-content {
+    flex: 1;
+    margin-left: 240px;
+    display: flex;
+    flex-direction: column;
+}
+
+.header {
+    height: 64px;
+    padding: 0 32px;
+    display: flex;
+    align-items: center;
+    justify-content: space-between;
+    border-bottom: 1px solid var(--border);
+    background: var(--bg-secondary);
+}
+
+.header h1 {
+    font-size: 24px;
+    font-weight: 600;
+}
+
+.header-actions {
+    display: flex;
+    gap: 12px;
+}
+
+.content {
+    flex: 1;
+    padding: 32px;
+    overflow-y: auto;
+}
+
+/* 页面切换 */
+.page {
+    display: none;
+}
+
+.page.active {
+    display: block;
+}
+
+/* 按钮 */
+.btn {
+    display: inline-flex;
+    align-items: center;
+    gap: 8px;
+    padding: 10px 20px;
+    border-radius: var(--radius);
+    border: none;
+    font-size: 14px;
+    font-weight: 500;
+    cursor: pointer;
+    transition: all 0.2s;
+}
+
+.btn-primary {
+    background: var(--primary);
+    color: white;
+}
+
+.btn-primary:hover {
+    background: var(--primary-dark);
+}
+
+.btn-secondary {
+    background: var(--bg-tertiary);
+    color: var(--text-primary);
+}
+
+.btn-secondary:hover {
+    background: var(--border);
+}
+
+.btn-danger {
+    background: var(--danger);
+    color: white;
+}
+
+/* 统计卡片 */
+.stats-grid {
+    display: grid;
+    grid-template-columns: repeat(4, 1fr);
+    gap: 24px;
+    margin-bottom: 32px;
+}
+
+.stat-card {
+    background: var(--bg-secondary);
+    padding: 24px;
+    border-radius: var(--radius);
+    border: 1px solid var(--border);
+}
+
+.stat-label {
+    font-size: 14px;
+    color: var(--text-secondary);
+    margin-bottom: 8px;
+}
+
+.stat-value {
+    font-size: 32px;
+    font-weight: 700;
+    margin-bottom: 8px;
+}
+
+.stat-value.buy {
+    color: var(--success);
+}
+
+.stat-value.sell {
+    color: var(--danger);
+}
+
+.stat-change {
+    font-size: 14px;
+    font-weight: 500;
+}
+
+.stat-change.positive {
+    color: var(--success);
+}
+
+.stat-change.negative {
+    color: var(--danger);
+}
+
+.stat-label-small {
+    font-size: 13px;
+    color: var(--text-secondary);
+}
+
+/* 表格 */
+.section {
+    background: var(--bg-secondary);
+    border-radius: var(--radius);
+    border: 1px solid var(--border);
+    margin-bottom: 24px;
+}
+
+.section-title {
+    padding: 20px 24px;
+    font-size: 18px;
+    font-weight: 600;
+    border-bottom: 1px solid var(--border);
+}
+
+.section-header {
+    padding: 20px 24px;
+    display: flex;
+    justify-content: space-between;
+    align-items: center;
+    border-bottom: 1px solid var(--border);
+}
+
+.table-container {
+    overflow-x: auto;
+}
+
+.data-table {
+    width: 100%;
+    border-collapse: collapse;
+}
+
+.data-table th,
+.data-table td {
+    padding: 16px 24px;
+    text-align: left;
+    border-bottom: 1px solid var(--border);
+}
+
+.data-table th {
+    font-size: 12px;
+    font-weight: 600;
+    color: var(--text-secondary);
+    text-transform: uppercase;
+    letter-spacing: 0.5px;
+}
+
+.data-table tbody tr:hover {
+    background: rgba(255, 255, 255, 0.03);
+}
+
+.data-table .positive {
+    color: var(--success);
+}
+
+.data-table .negative {
+    color: var(--danger);
+}
+
+.data-table .loading {
+    text-align: center;
+    color: var(--text-secondary);
+    padding: 40px;
+}
+
+/* 信号标签 */
+.signal-tag {
+    display: inline-flex;
+    align-items: center;
+    padding: 4px 12px;
+    border-radius: 20px;
+    font-size: 12px;
+    font-weight: 600;
+}
+
+.signal-tag.buy {
+    background: rgba(34, 197, 94, 0.15);
+    color: var(--success);
+}
+
+.signal-tag.sell {
+    background: rgba(239, 68, 68, 0.15);
+    color: var(--danger);
+}
+
+.signal-tag.hold {
+    background: rgba(148, 163, 184, 0.15);
+    color: var(--text-secondary);
+}
+
+/* 搜索框 */
+.search-box {
+    display: flex;
+    gap: 12px;
+    padding: 24px;
+    border-bottom: 1px solid var(--border);
+}
+
+.search-box input {
+    flex: 1;
+    padding: 12px 16px;
+    background: var(--bg-primary);
+    border: 1px solid var(--border);
+    border-radius: var(--radius);
+    color: var(--text-primary);
+    font-size: 14px;
+}
+
+.search-box input:focus {
+    outline: none;
+    border-color: var(--primary);
+}
+
+/* 分析结果 */
+.analysis-result {
+    padding: 24px;
+}
+
+.analysis-result.hidden {
+    display: none;
+}
+
+.result-loading {
+    text-align: center;
+    padding: 60px;
+    color: var(--text-secondary);
+}
+
+.result-card {
+    background: var(--bg-primary);
+    border-radius: var(--radius);
+    padding: 24px;
+    margin-bottom: 16px;
+}
+
+.result-header {
+    display: flex;
+    justify-content: space-between;
+    align-items: center;
+    margin-bottom: 16px;
+}
+
+.result-title {
+    font-size: 20px;
+    font-weight: 600;
+}
+
+.result-body {
+    display: grid;
+    grid-template-columns: repeat(3, 1fr);
+    gap: 24px;
+}
+
+.result-item {
+    padding: 16px;
+    background: var(--bg-secondary);
+    border-radius: var(--radius);
+}
+
+.result-label {
+    font-size: 12px;
+    color: var(--text-secondary);
+    margin-bottom: 8px;
+}
+
+.result-value {
+    font-size: 24px;
+    font-weight: 700;
+}
+
+/* 弹窗 */
+.modal {
+    position: fixed;
+    top: 0;
+    left: 0;
+    right: 0;
+    bottom: 0;
+    background: rgba(0, 0, 0, 0.7);
+    display: flex;
+    align-items: center;
+    justify-content: center;
+    z-index: 1000;
+}
+
+.modal.hidden {
+    display: none;
+}
+
+.modal-content {
+    background: var(--bg-secondary);
+    border-radius: var(--radius);
+    width: 100%;
+    max-width: 480px;
+    max-height: 90vh;
+    overflow-y: auto;
+}
+
+.modal-header {
+    padding: 20px 24px;
+    display: flex;
+    justify-content: space-between;
+    align-items: center;
+    border-bottom: 1px solid var(--border);
+}
+
+.modal-header h3 {
+    font-size: 18px;
+    font-weight: 600;
+}
+
+.modal-close {
+    background: none;
+    border: none;
+    color: var(--text-secondary);
+    font-size: 24px;
+    cursor: pointer;
+}
+
+.modal-close:hover {
+    color: var(--text-primary);
+}
+
+/* 表单 */
+form {
+    padding: 24px;
+}
+
+.form-group {
+    margin-bottom: 20px;
+}
+
+.form-group label {
+    display: block;
+    font-size: 14px;
+    font-weight: 500;
+    margin-bottom: 8px;
+    color: var(--text-secondary);
+}
+
+.form-group input,
+.form-group select,
+.form-group textarea {
+    width: 100%;
+    padding: 12px 16px;
+    background: var(--bg-primary);
+    border: 1px solid var(--border);
+    border-radius: var(--radius);
+    color: var(--text-primary);
+    font-size: 14px;
+}
+
+.form-group input:focus,
+.form-group select:focus,
+.form-group textarea:focus {
+    outline: none;
+    border-color: var(--primary);
+}
+
+.modal-actions {
+    display: flex;
+    justify-content: flex-end;
+    gap: 12px;
+    margin-top: 24px;
+}
+
+/* 设置页 */
+.settings-form {
+    padding: 24px;
+    max-width: 480px;
+}
+
+.toggle {
+    display: flex;
+    align-items: center;
+    gap: 12px;
+    cursor: pointer;
+}
+
+.toggle input {
+    display: none;
+}
+
+.toggle-slider {
+    width: 48px;
+    height: 24px;
+    background: var(--bg-tertiary);
+    border-radius: 12px;
+    position: relative;
+    transition: all 0.2s;
+}
+
+.toggle-slider::after {
+    content: '';
+    position: absolute;
+    width: 20px;
+    height: 20px;
+    background: white;
+    border-radius: 50%;
+    top: 2px;
+    left: 2px;
+    transition: all 0.2s;
+}
+
+.toggle input:checked + .toggle-slider {
+    background: var(--primary);
+}
+
+.toggle input:checked + .toggle-slider::after {
+    left: 26px;
+}
+
+.toggle-label {
+    font-size: 14px;
+    color: var(--text-primary);
+}
+
+/* 空状态 */
+.empty-state {
+    text-align: center;
+    padding: 60px;
+    color: var(--text-secondary);
+}
+
+/* 响应式 */
+@media (max-width: 1200px) {
+    .stats-grid {
+        grid-template-columns: repeat(2, 1fr);
+    }
+}
+
+@media (max-width: 768px) {
+    .sidebar {
+        width: 60px;
+    }
+    
+    .logo-text,
+    .nav-item span:not(.nav-icon) {
+        display: none;
+    }
+    
+    .main-content {
+        margin-left: 60px;
+    }
+    
+    .stats-grid {
+        grid-template-columns: 1fr;
+    }
+    
+    .result-body {
+        grid-template-columns: 1fr;
+    }
+}
--- a/llm_sentiment_agent.py
+++ b/llm_sentiment_agent.py
@@ -0,0 +1,118 @@
+"""
+llm_sentiment_agent.py — 通过Agent生成舆情数据
+
+用法：
+  python3 llm_sentiment_agent.py --generate 中芯国际 2024-06-01 2024-06-30
+  
+这会产生一个请求，你可以复制给Agent来获取情绪分析
+"""
+
+import argparse
+import json
+from datetime import datetime, timedelta
+
+def generate_prompt(stock_name, date_range):
+    """生成给Agent的舆情分析请求"""
+    
+    # 模拟新闻标题（实际应从新闻API获取）
+    mock_news = {
+        "中芯国际": [
+            "中芯国际Q2营收超预期，先进制程占比提升",
+            "半导体行业复苏迹象明显，中芯产能利用率回升",
+            "大基金增持中芯国际，看好长期发展",
+            "美国制裁影响有限，中芯国产替代加速"
+        ],
+        "平安好医生": [
+            "平安好医生亏损收窄，互联网医疗政策利好",
+            "医保支付接入线上问诊，行业迎来拐点",
+            "阿里健康京东健康竞争加剧，市场份额受挤压"
+        ],
+        "叮当健康": [
+            "叮当健康持续亏损，即时配送成本居高不下",
+            "医药电商价格战激烈，盈利前景不明"
+        ],
+        "中原建业": [
+            "房地产销售持续下滑，代建业务需求萎缩",
+            "中原建业股价创历史新低，流动性危机隐现"
+        ],
+        "阅文集团": [
+            "《庆余年2》热播带动阅文IP变现增长",
+            "网文改编影视剧大获成功，版权收入提升",
+            "短视频冲击长文字阅读，用户增长放缓"
+        ],
+        "泰升集团": [
+            "港股小盘股流动性枯竭，泰升集团成交低迷",
+            "地产业务不温不火，缺乏催化剂"
+        ]
+    }
+    
+    news = mock_news.get(stock_name, ["暂无相关新闻"])
+    
+    prompt = f"""请分析【{stock_name}】在 {date_range} 期间的市场情绪。
+
+新闻标题：
+{chr(10).join(['- ' + n for n in news])}
+
+请给出：
+1. 整体情绪倾向（极度悲观/悲观/中性/乐观/极度乐观）
+2. 情绪分数（-5到+5的整数，0为中性）
+3. 主要影响因素（政策/业绩/行业/竞争等）
+4. 未来1个月预期
+
+返回JSON格式：
+{{
+    "sentiment_score": 0,
+    "sentiment_label": "中性",
+    "factors": ["因素1", "因素2"],
+    "outlook": "短期震荡"
+}}
+"""
+    return prompt
+
+def main():
+    parser = argparse.ArgumentParser(description='通过Agent生成舆情数据')
+    parser.add_argument('--generate', nargs=3, metavar=('STOCK', 'START', 'END'),
+                        help='生成舆情分析请求，如：--generate 中芯国际 2024-06-01 2024-06-30')
+    parser.add_argument('--example', action='store_true', help='显示示例输出')
+    
+    args = parser.parse_args()
+    
+    if args.generate:
+        stock, start, end = args.generate
+        prompt = generate_prompt(stock, f"{start} ~ {end}")
+        print("=" * 60)
+        print("📋 请将以下内容发送给Agent（我）：")
+        print("=" * 60)
+        print()
+        print(prompt)
+        print()
+        print("=" * 60)
+        print("📥 收到回复后，将JSON结果保存到 data/llm_sentiment.json")
+        
+    elif args.example:
+        example = {
+            "中芯国际": {
+                "2024-06-15": {
+                    "sentiment_score": 3,
+                    "sentiment_label": "乐观",
+                    "factors": ["业绩超预期", "行业复苏"],
+                    "outlook": "短期看涨",
+                    "source": "agent_analysis"
+                }
+            }
+        }
+        print("示例输出格式（保存到 data/llm_sentiment.json）：")
+        print(json.dumps(example, indent=2, ensure_ascii=False))
+    else:
+        print("LLM舆情Agent接口")
+        print("\n用法：")
+        print("  python3 llm_sentiment_agent.py --generate 中芯国际 2024-06-01 2024-06-30")
+        print("  python3 llm_sentiment_agent.py --example")
+        print("\n提示：")
+        print("  1. 先用 --generate 产生请求内容")
+        print("  2. 将内容发给Agent（我）获取分析")
+        print("  3. 把返回的JSON保存到 data/llm_sentiment.json")
+        print("  4. 运行 stock_backtest_v7.py 时会自动读取")
+
+if __name__ == "__main__":
+    main()
--- a/start.sh
+++ b/start.sh
@@ -0,0 +1,30 @@
+#!/bin/bash
+
+# Stock Buddy 启动脚本
+
+echo "🚀 Stock Buddy 交易系统"
+echo "======================="
+
+# 检查Python
+if ! command -v python3 &> /dev/null; then
+    echo "❌ 未找到 Python3"
+    exit 1
+fi
+
+# 安装依赖
+echo "📦 检查依赖..."
+pip install -q -r backend/requirements.txt
+
+# 初始化数据库
+echo "🗄️  初始化数据库..."
+cd backend
+python3 -c "from database import init_db; init_db()"
+
+# 启动后端
+echo "🔥 启动后端服务 (http://localhost:8000)"
+echo "📱 前端地址: http://localhost:8000/app"
+echo ""
+echo "按 Ctrl+C 停止服务"
+echo ""
+
+uvicorn main:app --host 0.0.0.0 --port 8000 --reload
--- a/stock_backtest_v5_abc.py
+++ b/stock_backtest_v5_abc.py
@@ -23,6 +23,9 @@ STOCKS = {
    "平安好医生": "1833.HK",
    "叮当健康":   "9886.HK",
    "中原建业":   "9982.HK",
+    "泰升集团":   "0687.HK",
+    "阅文集团":   "0772.HK",
+    "中芯国际":   "0981.HK",
 }
 PERIOD          = "2y"
 INITIAL_CAPITAL = 10000.0
@@ -67,6 +70,24 @@ FUNDAMENTAL = {
        {"from": "2025-01-01", "score": -4.0},
        {"from": "2025-10-01", "score": -5.0},
    ],
+    "泰升集团": [
+        {"from": "2024-01-01", "score": -1.0},
+        {"from": "2024-06-01", "score": -1.0},
+        {"from": "2025-01-01", "score": -2.0},
+        {"from": "2025-10-01", "score": -2.0},
+    ],
+    "阅文集团": [
+        {"from": "2024-01-01", "score": 1.0},
+        {"from": "2024-06-01", "score": 2.0},
+        {"from": "2025-01-01", "score": 2.0},
+        {"from": "2025-10-01", "score": 3.0},
+    ],
+    "中芯国际": [
+        {"from": "2024-01-01", "score": 2.0},
+        {"from": "2024-06-01", "score": 3.0},
+        {"from": "2025-01-01", "score": 3.0},
+        {"from": "2025-10-01", "score": 4.0},
+    ],
 }
 SENTIMENT = {
    "平安好医生": [
@@ -87,6 +108,24 @@ SENTIMENT = {
        {"from": "2025-01-01", "score": -3.0},
        {"from": "2025-10-01", "score": -4.0},
    ],
+    "泰升集团": [
+        {"from": "2024-01-01", "score": -1.0},
+        {"from": "2024-06-01", "score": -1.0},
+        {"from": "2025-01-01", "score": -1.0},
+        {"from": "2025-10-01", "score": -1.0},
+    ],
+    "阅文集团": [
+        {"from": "2024-01-01", "score": 1.0},
+        {"from": "2024-06-01", "score": 2.0},
+        {"from": "2025-01-01", "score": 2.0},
+        {"from": "2025-10-01", "score": 2.0},
+    ],
+    "中芯国际": [
+        {"from": "2024-01-01", "score": 2.0},
+        {"from": "2024-06-01", "score": 2.0},
+        {"from": "2025-01-01", "score": 3.0},
+        {"from": "2025-10-01", "score": 3.0},
+    ],
 }

 # ── 工具函数 ──────────────────────────────────────────────────────────