259 lines
9.0 KiB
Python
Executable File
259 lines
9.0 KiB
Python
Executable File
#!/usr/bin/env python3
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"""
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港股持仓管理工具 - 管理持仓列表并批量分析。
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用法:
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python3 portfolio_manager.py list
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python3 portfolio_manager.py add <代码> --price <买入价> --shares <数量> [--date <日期>] [--note <备注>]
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python3 portfolio_manager.py remove <代码>
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python3 portfolio_manager.py update <代码> [--price <价格>] [--shares <数量>] [--note <备注>]
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python3 portfolio_manager.py analyze [--output <输出文件>]
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持仓文件默认保存在: ~/.stockbuddy/portfolio.json
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"""
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import sys
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import json
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import argparse
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import os
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import time
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from datetime import datetime
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from pathlib import Path
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DATA_DIR = Path.home() / ".stockbuddy"
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PORTFOLIO_PATH = DATA_DIR / "portfolio.json"
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LEGACY_PORTFOLIO_PATH = Path.home() / ".hk_stock_portfolio.json"
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def load_portfolio() -> dict:
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"""加载持仓数据"""
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if not PORTFOLIO_PATH.exists() and LEGACY_PORTFOLIO_PATH.exists():
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DATA_DIR.mkdir(parents=True, exist_ok=True)
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PORTFOLIO_PATH.write_text(LEGACY_PORTFOLIO_PATH.read_text(encoding="utf-8"), encoding="utf-8")
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if not PORTFOLIO_PATH.exists():
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return {"positions": [], "updated_at": None}
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with open(PORTFOLIO_PATH, "r", encoding="utf-8") as f:
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return json.load(f)
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def save_portfolio(data: dict):
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"""保存持仓数据"""
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data["updated_at"] = datetime.now().isoformat()
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DATA_DIR.mkdir(parents=True, exist_ok=True)
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with open(PORTFOLIO_PATH, "w", encoding="utf-8") as f:
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json.dump(data, f, ensure_ascii=False, indent=2)
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def normalize_code(code: str) -> str:
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"""标准化港股代码"""
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code = code.strip().upper()
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if not code.endswith(".HK"):
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digits = code.lstrip("0")
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if digits.isdigit():
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code = code.zfill(4) + ".HK"
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return code
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def list_positions():
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"""列出所有持仓"""
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portfolio = load_portfolio()
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positions = portfolio.get("positions", [])
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if not positions:
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print(json.dumps({"message": "持仓为空", "positions": []}, ensure_ascii=False, indent=2))
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return
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print(json.dumps({
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"total_positions": len(positions),
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"positions": positions,
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"portfolio_file": str(PORTFOLIO_PATH),
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"updated_at": portfolio.get("updated_at"),
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}, ensure_ascii=False, indent=2))
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def add_position(code: str, price: float, shares: int, date: str = None, note: str = ""):
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"""添加持仓"""
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code = normalize_code(code)
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portfolio = load_portfolio()
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positions = portfolio.get("positions", [])
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# 检查是否已存在
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for pos in positions:
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if pos["code"] == code:
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print(json.dumps({"error": f"{code} 已在持仓中，请使用 update 命令更新"}, ensure_ascii=False))
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return
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position = {
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"code": code,
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"buy_price": price,
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"shares": shares,
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"buy_date": date or datetime.now().strftime("%Y-%m-%d"),
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"note": note,
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"added_at": datetime.now().isoformat(),
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}
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positions.append(position)
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portfolio["positions"] = positions
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save_portfolio(portfolio)
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print(json.dumps({"message": f"已添加 {code}", "position": position}, ensure_ascii=False, indent=2))
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def remove_position(code: str):
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"""移除持仓"""
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code = normalize_code(code)
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portfolio = load_portfolio()
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positions = portfolio.get("positions", [])
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new_positions = [p for p in positions if p["code"] != code]
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if len(new_positions) == len(positions):
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print(json.dumps({"error": f"{code} 不在持仓中"}, ensure_ascii=False))
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return
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portfolio["positions"] = new_positions
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save_portfolio(portfolio)
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print(json.dumps({"message": f"已移除 {code}"}, ensure_ascii=False, indent=2))
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def update_position(code: str, price: float = None, shares: int = None, note: str = None):
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"""更新持仓信息"""
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code = normalize_code(code)
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portfolio = load_portfolio()
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positions = portfolio.get("positions", [])
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found = False
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for pos in positions:
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if pos["code"] == code:
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if price is not None:
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pos["buy_price"] = price
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if shares is not None:
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pos["shares"] = shares
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if note is not None:
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pos["note"] = note
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pos["updated_at"] = datetime.now().isoformat()
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found = True
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print(json.dumps({"message": f"已更新 {code}", "position": pos}, ensure_ascii=False, indent=2))
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break
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if not found:
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print(json.dumps({"error": f"{code} 不在持仓中"}, ensure_ascii=False))
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return
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portfolio["positions"] = positions
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save_portfolio(portfolio)
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def analyze_portfolio(output_file: str = None):
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"""批量分析所有持仓"""
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# 延迟导入，避免未安装yfinance时也能管理持仓
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try:
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from analyze_stock import analyze_stock
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except ImportError:
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# 尝试从同目录导入
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script_dir = os.path.dirname(os.path.abspath(__file__))
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sys.path.insert(0, script_dir)
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from analyze_stock import analyze_stock
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portfolio = load_portfolio()
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positions = portfolio.get("positions", [])
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if not positions:
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print(json.dumps({"message": "持仓为空，无法分析"}, ensure_ascii=False, indent=2))
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return
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results = []
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for i, pos in enumerate(positions):
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code = pos["code"]
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print(f"正在分析 {code} ({i+1}/{len(positions)})...", file=sys.stderr)
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analysis = analyze_stock(code)
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# 计算盈亏
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if analysis.get("current_price") and pos.get("buy_price"):
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current = analysis["current_price"]
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buy = pos["buy_price"]
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shares = pos.get("shares", 0)
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pnl = (current - buy) * shares
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pnl_pct = (current - buy) / buy * 100
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analysis["portfolio_info"] = {
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"buy_price": buy,
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"shares": shares,
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"buy_date": pos.get("buy_date"),
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"cost": round(buy * shares, 2),
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"market_value": round(current * shares, 2),
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"pnl": round(pnl, 2),
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"pnl_pct": round(pnl_pct, 2),
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"note": pos.get("note", ""),
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}
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results.append(analysis)
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# 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）
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if i < len(positions) - 1 and not analysis.get("_from_cache"):
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time.sleep(2)
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# 汇总
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total_cost = sum(r.get("portfolio_info", {}).get("cost", 0) for r in results)
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total_value = sum(r.get("portfolio_info", {}).get("market_value", 0) for r in results)
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total_pnl = total_value - total_cost
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summary = {
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"analysis_time": datetime.now().isoformat(),
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"total_positions": len(results),
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"total_cost": round(total_cost, 2),
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"total_market_value": round(total_value, 2),
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"total_pnl": round(total_pnl, 2),
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"total_pnl_pct": round(total_pnl / total_cost * 100, 2) if total_cost > 0 else 0,
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"positions": results,
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}
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output = json.dumps(summary, ensure_ascii=False, indent=2, default=str)
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if output_file:
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with open(output_file, "w", encoding="utf-8") as f:
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f.write(output)
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print(f"分析结果已保存至 {output_file}", file=sys.stderr)
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print(output)
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def main():
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parser = argparse.ArgumentParser(description="港股持仓管理工具")
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subparsers = parser.add_subparsers(dest="command", help="子命令")
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# list
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subparsers.add_parser("list", help="列出所有持仓")
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# add
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add_parser = subparsers.add_parser("add", help="添加持仓")
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add_parser.add_argument("code", help="股票代码")
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add_parser.add_argument("--price", type=float, required=True, help="买入价格")
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add_parser.add_argument("--shares", type=int, required=True, help="持有数量")
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add_parser.add_argument("--date", help="买入日期 (YYYY-MM-DD)")
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add_parser.add_argument("--note", default="", help="备注")
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# remove
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rm_parser = subparsers.add_parser("remove", help="移除持仓")
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rm_parser.add_argument("code", help="股票代码")
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# update
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up_parser = subparsers.add_parser("update", help="更新持仓")
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up_parser.add_argument("code", help="股票代码")
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up_parser.add_argument("--price", type=float, help="买入价格")
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up_parser.add_argument("--shares", type=int, help="持有数量")
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up_parser.add_argument("--note", help="备注")
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# analyze
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analyze_parser = subparsers.add_parser("analyze", help="批量分析持仓")
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analyze_parser.add_argument("--output", help="输出JSON文件")
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args = parser.parse_args()
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if args.command == "list":
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list_positions()
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elif args.command == "add":
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add_position(args.code, args.price, args.shares, args.date, args.note)
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elif args.command == "remove":
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remove_position(args.code)
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elif args.command == "update":
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update_position(args.code, args.price, args.shares, args.note)
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elif args.command == "analyze":
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analyze_portfolio(args.output)
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else:
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parser.print_help()
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if __name__ == "__main__":
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main()
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