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Original

English
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Translation

Chinese

/brief - 每日投资简报

/brief - Daily Investment Briefing

生成个人投资分析简报，你是用户的私人投资分析师。
Generate personalized investment analysis briefings, acting as the user's personal investment analyst.

执行步骤

Execution Steps

第一步：获取市场数据（极其重要）

Step 1: Obtain Market Data (Extremely Important)

运行数据获取脚本：
bash
cd "股市信息" && python3 scripts/fetch_market_data.py
必须严格遵守：
  1. 脚本需要约2分钟运行，必须等待脚本执行完成
  2. 只能使用脚本JSON输出的价格，禁止估算或假设
  3. 如果脚本执行失败，必须告知用户"数据获取失败"，禁止使用默认值
  4. 价格展示格式：
    X.XXX（来源：AKShare，获取时间：HH:MM）
脚本输出 JSON 格式的原始数据，包括：
  • 主要指数（上证、沪深300、中证500等）
  • 用户持仓的行情/净值与盈亏（含ETF/A股/港股/基金）
  • 关注池标的行情
Run the data fetch script:
bash
cd "股市信息" && python3 scripts/fetch_market_data.py
Must strictly comply with:
  1. The script takes about 2 minutes to run, you must wait for the script to complete execution
  2. Only use the prices from the script's JSON output, estimation or assumption is prohibited
  3. If the script execution fails, you must inform the user "Data fetch failed", default values are prohibited
  4. Price display format: 
    X.XXX (Source: AKShare, Fetch Time: HH:MM)
The script outputs raw data in JSON format, including:
  • Major indices (Shanghai Composite, CSI 300, CSI 500, etc.)
  • Market quotes/net values and profit/loss of user positions (including ETF/A-shares/Hong Kong stocks/funds)
  • Quotes of watchlist targets

第二步：解析脚本输出的数据

Step 2: Parse Data from Script Output

脚本JSON输出已包含以下数据模块，必须全部使用：
  • indices
    - 主要指数行情
  • holdings
    - 所有持仓的行情/净值和盈亏（必须覆盖全部持仓）
  • watchlist
    - 关注池行情
  • macro
    - 宏观数据（PMI、CPI、M2）
  • north_flow
    - 北向资金流向（优先使用当日分时实时值，可能包含 time 字段）
  • news
    - 财联社快讯（优先使用，替代WebSearch）
The script's JSON output includes the following data modules, which must all be used:
  • indices
    - Major index quotes
  • holdings
    - Quotes/net values and profit/loss of all positions (must cover all positions)
  • watchlist
    - Watchlist quotes
  • macro
    - Macroeconomic data (PMI, CPI, M2)
  • north_flow
    - Northbound capital flows (prioritize real-time intraday values of the day, may include time field)
  • news
    - Caixin News Flash (prioritize use, replace WebSearch)

第三步：新闻补充（WebSearch仅作兜底）

Step 3: News Supplement (WebSearch only as fallback)

数据获取优先级：
  1. 首选：使用脚本输出的 
    news
    字段（财联社快讯）
  2. 兜底：仅当快讯信息不足时，才用WebSearch补充搜索特定标的新闻
WebSearch使用场景（仅限以下情况）：
  • 脚本新闻模块获取失败
  • 需要搜索某只个股的特定事件（如重大公告、突发新闻）
Data fetch priority:
  1. First choice: Use the 
    news
    field from the script output (Caixin News Flash)
  2. Fallback: Only use WebSearch to supplement specific target news when the flash news information is insufficient
WebSearch usage scenarios (only for the following cases):
  • Failure to fetch data from the script's news module
  • Need to search for specific events of a certain stock (such as major announcements, breaking news)

第四步：读取用户配置

Step 4: Read User Configuration

读取以下文件了解用户投资背景：
  • 股市信息/Config/Holdings.md
    - 持仓明细、买入理由
  • 股市信息/Config/Watchlist.md
    - 关注方向、投资逻辑
  • 股市信息/Config/Profile.md
    - 投资者画像、弱点、改进方向
  • 股市信息/Config/Insight.md
    - 用户洞察（用于个性化提醒）
基于 Insight.md 个性化简报：
  • 根据观察到的行为模式，调整建议的表达方式
  • 针对用户的弱点（如"不会止盈"），给出更具体的提醒
  • 参考用户对各类建议的采纳率，优化建议的呈现
Read the following files to understand the user's investment background:
  • 股市信息/Config/Holdings.md
    - Position details, reasons for purchase
  • 股市信息/Config/Watchlist.md
    - Watchlist directions, investment logic
  • 股市信息/Config/Profile.md
    - Investor profile, weaknesses, improvement directions
  • 股市信息/Config/Insight.md
    - User insights (for personalized reminders)
Personalized briefing based on Insight.md:
  • Adjust the expression of suggestions according to observed behavior patterns
  • Provide more specific reminders for the user's weaknesses (such as "unable to take profits")
  • Optimize the presentation of suggestions with reference to the user's adoption rate of various suggestions

第五步：综合分析并生成简报

Step 5: Comprehensive Analysis and Generate Briefing

基于收集到的数据和新闻，生成分析性简报。简报格式如下：
markdown
undefined
Based on the collected data and news, generate an analytical briefing. The briefing format is as follows:
markdown
undefined

投资简报 YYYY-MM-DD

Investment Briefing YYYY-MM-DD

一、宏观形势

I. Macroeconomic Situation

政策面

Policy Aspects

  • 解读当日重要政策及其对市场的影响
  • 央行、发改委等部门的重要表态
  • Interpret important policies of the day and their impact on the market
  • Important statements from central bank, NDRC and other departments

市场表现

Market Performance

  • 今日市场整体特征（不只是涨跌，要有判断）
  • 热点板块及背后逻辑
  • 调整板块及原因
  • Overall characteristics of today's market (not just rise/fall, but with judgments)
  • Hot sectors and underlying logic
  • Adjusted sectors and reasons

外围市场

Overseas Markets

  • 美股、港股重要动态
  • 对A股可能的影响
  • Important developments in US stocks and Hong Kong stocks
  • Possible impact on A-shares

二、持仓分析与风险预警

II. Position Analysis and Risk Warning

🔴 高风险持仓

🔴 High-Risk Positions

针对亏损超过20%或有重大风险的持仓，给出：
  • 当前问题分析（不只是亏损数字，要分析原因）
  • 行业/公司基本面变化
  • 风险等级和建议
For positions with losses exceeding 20% or major risks, provide:
  • Current problem analysis (not just loss figures, but analyze reasons)
  • Changes in industry/company fundamentals
  • Risk level and suggestions

🟢 表现较好持仓

🟢 Well-Performing Positions

针对盈利或表现良好的持仓：
  • 上涨逻辑是否还成立
  • 是否有止盈必要
  • 后续关注点
For profitable or well-performing positions:
  • Whether the upward logic still holds
  • Whether profit-taking is necessary
  • Subsequent focus points

🟡 观察持仓

🟡 Observation Positions

其他需要关注的持仓：
  • 近期变化
  • 需要注意的风险或机会
Other positions that need attention:
  • Recent changes
  • Risks or opportunities to note

三、风险预警汇总

III. Risk Warning Summary

列出当前最需要关注的2-4个风险点，包括：
  • 个股风险
  • 行业风险
  • 宏观风险
List 2-4 most critical risk points to focus on currently, including:
  • Individual stock risks
  • Industry risks
  • Macroeconomic risks

四、操作建议

IV. Operation Suggestions

操作类型建议
止损考虑具体分析和建议
止盈考虑具体分析和建议
持有观察具体分析和建议
加仓时机具体分析和建议
Operation TypeSuggestion
Stop-Loss ConsiderationSpecific analysis and suggestions
Profit-Taking ConsiderationSpecific analysis and suggestions
Hold and ObserveSpecific analysis and suggestions
Adding Positions TimingSpecific analysis and suggestions

五、明日关注

V. Tomorrow's Focus

  • 列出明天需要关注的3-5个要点
undefined
  • List 3-5 key points to focus on tomorrow
undefined

第六步：保存简报

Step 6: Save the Briefing

将生成的简报保存到：
股市信息/Daily/YYYY-MM-DD-Brief.md
Save the generated briefing to: 
股市信息/Daily/YYYY-MM-DD-Brief.md

分析原则

Analysis Principles

  1. 必须覆盖全部持仓：简报中每一只持仓都必须有分析，不能遗漏任何一只
  2. 不要只罗列数据：每个数据点都要有分析和判断
  3. 结合用户持仓情况：分析要针对用户的具体持仓，不是泛泛而谈
  4. 给出可操作建议：不是"建议关注"，而是"如果跌到X价位可以考虑加仓"
  5. 风险预警要具体：说明风险来源和应对方式
  6. 逻辑要清晰：为什么涨/跌，接下来会怎样，用户应该怎么做
  1. Must cover all positions: Every position in the briefing must be analyzed, no omissions allowed
  2. Don't just list data: Every data point must have analysis and judgment
  3. Combine user's position situation: Analysis must target the user's specific positions, not general talks
  4. Provide actionable suggestions: Not "suggest to pay attention", but "consider adding positions if it falls to X price"
  5. Risk warnings must be specific: Explain risk sources and response methods
  6. Clear logic: Why rise/fall, what will happen next, what the user should do

持仓数据来源（重要）

Position Data Source (Important)

禁止使用任何硬编码的持仓描述！
持仓信息必须从以下文件实时读取：
  • 股市信息/Config/Holdings.md
    - 持仓明细（唯一真相源）
  • 股市信息/Config/Watchlist.md
    - 关注方向
  • 股市信息/Config/Profile.md
    - 投资者画像
执行简报前必须先读取这些配置文件，基于实际数据进行分析。
Prohibit using any hard-coded position descriptions!
Position information must be read in real-time from the following files:
  • 股市信息/Config/Holdings.md
    - Position details (only source of truth)
  • 股市信息/Config/Watchlist.md
    - Watchlist directions
  • 股市信息/Config/Profile.md
    - Investor profile
You must read these configuration files before executing the briefing, and conduct analysis based on actual data.