/brief - Daily Investment Briefing
Generate personalized investment analysis briefings, acting as the user's personal investment analyst.
Execution Steps
Step 1: Obtain Market Data (Extremely Important)
Run the data fetch script:
bash
cd "股市信息" && python3 scripts/fetch_market_data.py
Must strictly comply with:
- The script takes about 2 minutes to run, you must wait for the script to complete execution
- Only use the prices from the script's JSON output, estimation or assumption is prohibited
- If the script execution fails, you must inform the user "Data fetch failed", default values are prohibited
- 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
Step 2: Parse Data from Script Output
The script's JSON output includes the following data modules, which must all be used:
- - Major index quotes
- - Quotes/net values and profit/loss of all positions (must cover all positions)
- - Watchlist quotes
- - Macroeconomic data (PMI, CPI, M2)
- - Northbound capital flows (prioritize real-time intraday values of the day, may include time field)
- - Caixin News Flash (prioritize use, replace WebSearch)
Step 3: News Supplement (WebSearch only as fallback)
Data fetch priority:
- First choice: Use the field from the script output (Caixin News Flash)
- 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)
Step 4: Read User Configuration
Read the following files to understand the user's investment background:
- - Position details, reasons for purchase
- - Watchlist directions, investment logic
- - Investor profile, weaknesses, improvement directions
- - 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
Step 5: Comprehensive Analysis and Generate Briefing
Based on the collected data and news, generate an analytical briefing. The briefing format is as follows:
markdown
# Investment Briefing YYYY-MM-DD
## I. Macroeconomic Situation
### Policy Aspects
- Interpret important policies of the day and their impact on the market
- Important statements from central bank, NDRC and other departments
### Market Performance
- Overall characteristics of today's market (not just rise/fall, but with judgments)
- Hot sectors and underlying logic
- Adjusted sectors and reasons
### Overseas Markets
- Important developments in US stocks and Hong Kong stocks
- Possible impact on A-shares
---
## II. Position Analysis and Risk Warning
### 🔴 High-Risk Positions
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
### 🟢 Well-Performing Positions
For profitable or well-performing positions:
- Whether the upward logic still holds
- Whether profit-taking is necessary
- Subsequent focus points
### 🟡 Observation Positions
Other positions that need attention:
- Recent changes
- Risks or opportunities to note
---
## III. Risk Warning Summary
List 2-4 most critical risk points to focus on currently, including:
- Individual stock risks
- Industry risks
- Macroeconomic risks
---
## IV. Operation Suggestions
|----------|------|
| Stop-Loss Consideration | Specific analysis and suggestions |
| Profit-Taking Consideration | Specific analysis and suggestions |
| Hold and Observe | Specific analysis and suggestions |
| Adding Positions Timing | Specific analysis and suggestions |
---
## V. Tomorrow's Focus
- List 3-5 key points to focus on tomorrow
Step 6: Save the Briefing
Save the generated briefing to:
股市信息/Daily/YYYY-MM-DD-Brief.md
Analysis Principles
- Must cover all positions: Every position in the briefing must be analyzed, no omissions allowed
- Don't just list data: Every data point must have analysis and judgment
- Combine user's position situation: Analysis must target the user's specific positions, not general talks
- Provide actionable suggestions: Not "suggest to pay attention", but "consider adding positions if it falls to X price"
- Risk warnings must be specific: Explain risk sources and response methods
- Clear logic: Why rise/fall, what will happen next, what the user should do
Position Data Source (Important)
Prohibit using any hard-coded position descriptions!
Position information must be read in real-time from the following files:
- - Position details (only source of truth)
- - Watchlist directions
- - Investor profile
You must read these configuration files before executing the briefing, and conduct analysis based on actual data.