---

name: quant-trader-daily description: | [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 version: 1.0.0 author: Kimi Claw tags:

• quant-trading
• daily-tasks
• portfolio-management
• risk-control
• trading-report

---

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）

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

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

Time	Task (EN)	Task (中文)	Description
09:35	📢 Opening Brief	📢 开盘简报	Report P&L and plans to supervisor
10:00	1st Risk Control Check	第一轮风控检查	Check stop-loss/take-profit levels
10:30	Portfolio Review	持仓复盘	Morning position review
Every 15min	Real-time Portfolio Monitoring	A股持仓实时监控	Continuous position tracking
12:00	Morning Review + PM Strategy	早盘复盘+下午操盘策略	Summarize morning, plan afternoon
14:00	2nd Risk Control Check	第二轮风控检查	Check risk levels again
14:30	Closing Trading Strategy	尾盘买卖策略	Plan closing trades
15:00	Market Close	收盘	Confirm all trades

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

Time	Task (EN)	Task (中文)	Description
15:05	📢 Closing Report	📢 收盘汇报	Report P&L to supervisor
15:30	Full-Day Trading Review	全天操盘复盘	Review day's operations
17:30	Screen 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）

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

---

🛠️ Command Quick Reference | 命令速查

Command	Function (EN)	Function (中文)
generate_report --type opening	Generate Opening Report	生成开盘简报
generate_report --type closing	Generate Closing Report	生成收盘汇报
generate_report --type daily	Generate Daily Summary	生成日终总结
risk_monitor --threshold 8	Monitor Risk Control Lines (default -8%)	监控风控线（默认-8%）
portfolio_status	View Portfolio Overview	查看持仓总览
trading_log --add	Add 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

• Daily Schedule: references/daily-schedule.md
• Report Templates: references/report-templates.md
• Risk Management: references/risk-management.md

---

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