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quant-trader-daily

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[中文] 量化交易员日常任务管理系统 - 专为股票交易员设计的每日工作流程管理工具。 包含:开盘/收盘/日终汇报模板、实时持仓监控、风控提醒、交易日志记录。 使用场景:(1) 管理每日交易任务时间表 (2) 生成汇报给上级的简报 (3) 监控持仓风险 (4) 记录交易日志 (5) 复盘分析 [English] Quantitative Trader Daily Task Management System - A comprehensive daily workflow management tool designed for stock traders. Features: Opening/Closing/End-of-day report templates, real-time portfolio monitoring, risk control alerts, trading log recording. Use cases: (1) Manage daily trading schedules (2) Generate briefings for supervisors (3) Monitor portfolio risks (4) Record trading logs (5) Performance review

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Quant Trader Daily | 量化交易员日常任务管理

📈 [EN] A comprehensive daily workflow management tool for stock traders 📈 [中文] 专为股票交易员设计的每日工作流程管理工具


🚀 Quick Start | 快速开始

[EN] View Today's Task Schedule | [中文] 查看今日任务表

# Read daily task list
cat references/daily-schedule.md

[EN] Generate Opening Report | [中文] 生成开盘简报

# Generate opening report template
python3 scripts/generate_report.py --type opening --portfolio config/portfolio.json

[EN] Generate Closing Report | [中文] 生成收盘汇报

# Generate closing report template
python3 scripts/generate_report.py --type closing --portfolio config/portfolio.json

[EN] Monitor Portfolio Risk | [中文] 监控持仓风险

# Check if positions trigger risk control lines
python3 scripts/risk_monitor.py --portfolio config/portfolio.json --threshold 8

📅 Daily Schedule | 每日任务时间表

[EN] Pre-Market Preparation (07:00 - 09:30) | [中文] 盘前准备(07:00 - 09:30)

TimeTask (EN)Task (中文)Description
07:00US Stocks + Commodities Morning Report美股板块+大宗商品早报Review overnight US stocks, gold, crude oil trends
08:00Global Financial News全球财经资讯早报Caixin/ East Money/ Xueqiu hot stocks
09:15Market + Portfolio Technical Analysis大盘+持仓形态分析Technical patterns of holdings
09:25Today's Trading Strategy今日操盘策略Plan today's trades
09:30A-Share Market OpenA股开盘Start real-time monitoring

[EN] Intraday Trading (09:30 - 15:00) | [中文] 盘中交易(09:30 - 15:00)

TimeTask (EN)Task (中文)Description
09:35📢 Opening Brief📢 开盘简报Report P&L and plans to supervisor
10:001st Risk Control Check第一轮风控检查Check stop-loss/take-profit levels
10:30Portfolio Review持仓复盘Morning position review
Every 15minReal-time Portfolio MonitoringA股持仓实时监控Continuous position tracking
12:00Morning Review + PM Strategy早盘复盘+下午操盘策略Summarize morning, plan afternoon
14:002nd Risk Control Check第二轮风控检查Check risk levels again
14:30Closing Trading Strategy尾盘买卖策略Plan closing trades
15:00Market Close收盘Confirm all trades

[EN] Post-Market Summary (15:00 - 18:00) | [中文] 盘后总结(15:00 - 18:00)

TimeTask (EN)Task (中文)Description
15:05📢 Closing Report📢 收盘汇报Report P&L to supervisor
15:30Full-Day Trading Review全天操盘复盘Review day's operations
17:30Screen Stocks for Tomorrow筛股选出明日候选股票Prepare tomorrow's watchlist
18:00📢 End-of-Day Summary📢 日终总结Send complete daily report

[EN] Evening Session (20:00 - 23:00) | [中文] 晚间时段(20:00 - 23:00)

TimeTask (EN)Task (中文)Description
20:00Global Financial News Summary全球财经资讯总结Summarize daily global finance news
23:00Full-Day Work Review全日工作复盘Review and prepare to rest

🛠️ Command Quick Reference | 命令速查

CommandFunction (EN)Function (中文)
generate_report --type openingGenerate Opening Report生成开盘简报
generate_report --type closingGenerate Closing Report生成收盘汇报
generate_report --type dailyGenerate Daily Summary生成日终总结
risk_monitor --threshold 8Monitor Risk Control Lines (default -8%)监控风控线(默认-8%)
portfolio_statusView Portfolio Overview查看持仓总览
trading_log --addAdd Trading Record添加交易记录

📊 Report Templates | 汇报模板

[EN] Opening Brief (09:35) | [中文] 开盘简报(09:35)

## Opening Brief | 开盘简报 | YYYY-MM-DD

### Overnight Markets | 隔夜市场
- US Stocks: Nasdaq X% / Dow X% / S&P X%
- Gold: $X (X%)
- Crude Oil: $X (X%)

### Current Holdings | 当前持仓
| Stock | Position | Cost | Current | P&L |
|:---|:---:|:---:|:---:|:---:|
| Stock A | X shares | ¥X | ¥X | +X% |

### Today's Plan | 今日计划
- Watchlist: XXX
- Risk Actions: XXX
- Adjustment Plan: XXX

[EN] Closing Report (15:05) | [中文] 收盘汇报(15:05)

## Closing Report | 收盘汇报 | YYYY-MM-DD

### Daily P&L | 当日盈亏
- Total P&L: ¥X (X%)
- Portfolio Value: ¥X
- Available Cash: ¥X

### Trading Records | 交易记录
| Time | Action | Stock | Quantity | Price |
|:---|:---:|:---:|:---:|:---:|
| 09:35 | Buy | XXX | X shares | ¥X |

### Holdings Detail | 持仓明细
| Stock | Position | Cost | Current | P&L |
|:---|:---:|:---:|:---:|:---:|
| Stock A | X shares | ¥X | ¥X | +X% |

⚙️ Configuration Files | 配置文件

[EN] Portfolio Config | [中文] 持仓配置 config/portfolio.json

{
  "positions": [
    {
      "code": "002353",
      "name": "杰瑞股份",
      "quantity": 7400,
      "cost": 117.30,
      "stop_loss": -8,
      "take_profit": 5
    }
  ],
  "cash": 2307880.54,
  "total_assets": 5310139.54
}

[EN] Risk Config | [中文] 风控配置 config/risk.json

{
  "stop_loss_pct": -8,
  "take_profit_pct": 5,
  "max_single_position": 30,
  "alert_interval": 15
}

🔗 Detailed References | 详细参考


Version: 1.0.0
Target Users: Stock Traders / Quant Trading Departments | 股票交易员 / 量化交易部
Trading Days: Monday-Friday | 周一到周五