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feat: 港股分析助手 skill 初始版本

Browse Source 
- SKILL.md: skill 定义文件（触发条件、工作流、输出模板）
- scripts/analyze_stock.py: 单只股票技术面+基本面分析（含缓存+重试机制）
- scripts/portfolio_manager.py: 持仓管理与批量分析
- scripts/install_deps.sh: 依赖自动安装脚本
- references/: 港股代码映射、技术指标说明、输出模板参考

特性:
- 综合评分体系（-10~+10）给出买入/卖出/持有建议
- 10分钟本地缓存 + 指数退避重试，解决 Yahoo Finance 限频
- 批量分析时自动间隔请求，避免触发限流
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Tacit Lab
2026-03-23 20:55:07 +08:00
parent 2cad22c211
commit 7032875977
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#!/usr/bin/env python3
"""
港股持仓管理工具 - 管理持仓列表并批量分析。
用法:
python3 portfolio_manager.py list
python3 portfolio_manager.py add <代码> --price <买入价> --shares <数量> [--date <日期>] [--note <备注>]
python3 portfolio_manager.py remove <代码>
python3 portfolio_manager.py update <代码> [--price <价格>] [--shares <数量>] [--note <备注>]
python3 portfolio_manager.py analyze [--output <输出文件>]
持仓文件默认保存在: ~/.hk_stock_portfolio.json
"""
import sys
import json
import argparse
import os
import time
from datetime import datetime
from pathlib import Path
PORTFOLIO_PATH = Path.home() / ".hk_stock_portfolio.json"
def load_portfolio() -> dict:
"""加载持仓数据"""
if not PORTFOLIO_PATH.exists():
return {"positions": [], "updated_at": None}
with open(PORTFOLIO_PATH, "r", encoding="utf-8") as f:
return json.load(f)
def save_portfolio(data: dict):
"""保存持仓数据"""
data["updated_at"] = datetime.now().isoformat()
with open(PORTFOLIO_PATH, "w", encoding="utf-8") as f:
json.dump(data, f, ensure_ascii=False, indent=2)
def normalize_code(code: str) -> str:
"""标准化港股代码"""
code = code.strip().upper()
if not code.endswith(".HK"):
digits = code.lstrip("0")
if digits.isdigit():
code = code.zfill(4) + ".HK"
return code
def list_positions():
"""列出所有持仓"""
portfolio = load_portfolio()
positions = portfolio.get("positions", [])
if not positions:
print(json.dumps({"message": "持仓为空", "positions": []}, ensure_ascii=False, indent=2))
return
print(json.dumps({
"total_positions": len(positions),
"positions": positions,
"portfolio_file": str(PORTFOLIO_PATH),
"updated_at": portfolio.get("updated_at"),
}, ensure_ascii=False, indent=2))
def add_position(code: str, price: float, shares: int, date: str = None, note: str = ""):
"""添加持仓"""
code = normalize_code(code)
portfolio = load_portfolio()
positions = portfolio.get("positions", [])
# 检查是否已存在
for pos in positions:
if pos["code"] == code:
print(json.dumps({"error": f"{code} 已在持仓中，请使用 update 命令更新"}, ensure_ascii=False))
return
position = {
"code": code,
"buy_price": price,
"shares": shares,
"buy_date": date or datetime.now().strftime("%Y-%m-%d"),
"note": note,
"added_at": datetime.now().isoformat(),
}
positions.append(position)
portfolio["positions"] = positions
save_portfolio(portfolio)
print(json.dumps({"message": f"已添加 {code}", "position": position}, ensure_ascii=False, indent=2))
def remove_position(code: str):
"""移除持仓"""
code = normalize_code(code)
portfolio = load_portfolio()
positions = portfolio.get("positions", [])
new_positions = [p for p in positions if p["code"] != code]
if len(new_positions) == len(positions):
print(json.dumps({"error": f"{code} 不在持仓中"}, ensure_ascii=False))
return
portfolio["positions"] = new_positions
save_portfolio(portfolio)
print(json.dumps({"message": f"已移除 {code}"}, ensure_ascii=False, indent=2))
def update_position(code: str, price: float = None, shares: int = None, note: str = None):
"""更新持仓信息"""
code = normalize_code(code)
portfolio = load_portfolio()
positions = portfolio.get("positions", [])
found = False
for pos in positions:
if pos["code"] == code:
if price is not None:
pos["buy_price"] = price
if shares is not None:
pos["shares"] = shares
if note is not None:
pos["note"] = note
pos["updated_at"] = datetime.now().isoformat()
found = True
print(json.dumps({"message": f"已更新 {code}", "position": pos}, ensure_ascii=False, indent=2))
break
if not found:
print(json.dumps({"error": f"{code} 不在持仓中"}, ensure_ascii=False))
return
portfolio["positions"] = positions
save_portfolio(portfolio)
def analyze_portfolio(output_file: str = None):
"""批量分析所有持仓"""
# 延迟导入，避免未安装yfinance时也能管理持仓
try:
from analyze_stock import analyze_stock
except ImportError:
# 尝试从同目录导入
script_dir = os.path.dirname(os.path.abspath(__file__))
sys.path.insert(0, script_dir)
from analyze_stock import analyze_stock
portfolio = load_portfolio()
positions = portfolio.get("positions", [])
if not positions:
print(json.dumps({"message": "持仓为空，无法分析"}, ensure_ascii=False, indent=2))
return
results = []
for i, pos in enumerate(positions):
code = pos["code"]
print(f"正在分析 {code} ({i+1}/{len(positions)})...", file=sys.stderr)
analysis = analyze_stock(code)
# 计算盈亏
if analysis.get("current_price") and pos.get("buy_price"):
current = analysis["current_price"]
buy = pos["buy_price"]
shares = pos.get("shares", 0)
pnl = (current - buy) * shares
pnl_pct = (current - buy) / buy * 100
analysis["portfolio_info"] = {
"buy_price": buy,
"shares": shares,
"buy_date": pos.get("buy_date"),
"cost": round(buy * shares, 2),
"market_value": round(current * shares, 2),
"pnl": round(pnl, 2),
"pnl_pct": round(pnl_pct, 2),
"note": pos.get("note", ""),
}
results.append(analysis)
# 批量请求间隔：避免连续请求触发限频（最后一只不需要等待）
if i < len(positions) - 1 and not analysis.get("_from_cache"):
time.sleep(2)
# 汇总
total_cost = sum(r.get("portfolio_info", {}).get("cost", 0) for r in results)
total_value = sum(r.get("portfolio_info", {}).get("market_value", 0) for r in results)
total_pnl = total_value - total_cost
summary = {
"analysis_time": datetime.now().isoformat(),
"total_positions": len(results),
"total_cost": round(total_cost, 2),
"total_market_value": round(total_value, 2),
"total_pnl": round(total_pnl, 2),
"total_pnl_pct": round(total_pnl / total_cost * 100, 2) if total_cost > 0 else 0,
"positions": results,
}
output = json.dumps(summary, ensure_ascii=False, indent=2, default=str)
if output_file:
with open(output_file, "w", encoding="utf-8") as f:
f.write(output)
print(f"分析结果已保存至 {output_file}", file=sys.stderr)
print(output)
def main():
parser = argparse.ArgumentParser(description="港股持仓管理工具")
subparsers = parser.add_subparsers(dest="command", help="子命令")
# list
subparsers.add_parser("list", help="列出所有持仓")
# add
add_parser = subparsers.add_parser("add", help="添加持仓")
add_parser.add_argument("code", help="股票代码")
add_parser.add_argument("--price", type=float, required=True, help="买入价格")
add_parser.add_argument("--shares", type=int, required=True, help="持有数量")
add_parser.add_argument("--date", help="买入日期 (YYYY-MM-DD)")
add_parser.add_argument("--note", default="", help="备注")
# remove
rm_parser = subparsers.add_parser("remove", help="移除持仓")
rm_parser.add_argument("code", help="股票代码")
# update
up_parser = subparsers.add_parser("update", help="更新持仓")
up_parser.add_argument("code", help="股票代码")
up_parser.add_argument("--price", type=float, help="买入价格")
up_parser.add_argument("--shares", type=int, help="持有数量")
up_parser.add_argument("--note", help="备注")
# analyze
analyze_parser = subparsers.add_parser("analyze", help="批量分析持仓")
analyze_parser.add_argument("--output", help="输出JSON文件")
args = parser.parse_args()
if args.command == "list":
list_positions()
elif args.command == "add":
add_position(args.code, args.price, args.shares, args.date, args.note)
elif args.command == "remove":
remove_position(args.code)
elif args.command == "update":
update_position(args.code, args.price, args.shares, args.note)
elif args.command == "analyze":
analyze_portfolio(args.output)
else:
parser.print_help()
if __name__ == "__main__":
main()