feat: bootstrap personal stock agent

2026-05-11 21:10:55 +08:00
commit 437565c16c
21 changed files with 5014 additions and 0 deletions
--- a/src/agent/provider.ts
+++ b/src/agent/provider.ts
@@ -0,0 +1,143 @@
+import { z } from "zod";
+import type { MarketDataProvider, StockSnapshot, WatchStock } from "../shared/types";
+
+type FetchLike = typeof fetch;
+
+export const IPADS_BASE_URL = "http://tianx.ipads-lab.se.sjtu.edu.cn:8319/v1";
+export const IPADS_WIRE_API = "responses";
+export const IPADS_MODEL = "gpt-5.5";
+
+const snapshotSchema = z.object({
+  price: z.number(),
+  currency: z.string().min(1),
+  pe: z.number(),
+  forwardPe: z.number().optional(),
+  revenueGrowth: z.number().optional(),
+  profitGrowth: z.number().optional(),
+  nextEarningsDate: z.string().optional(),
+  peers: z.array(z.object({ display: z.string(), pe: z.number() })).default([]),
+  news: z.array(z.object({ title: z.string(), url: z.string(), source: z.string().optional(), publishedAt: z.string().optional() })).default([])
+});
+
+const responsesOutputSchema = z.object({
+  output_text: z.string().optional(),
+  output: z
+    .array(
+      z.object({
+        content: z
+          .array(
+            z.object({
+              type: z.string().optional(),
+              text: z.string().optional()
+            })
+          )
+          .optional()
+      })
+    )
+    .optional()
+});
+
+export class IpadsResponsesProvider implements MarketDataProvider {
+  constructor(
+    private readonly apiKey: string,
+    private readonly fetchImpl: FetchLike = fetch
+  ) {}
+
+  async snapshot(stock: WatchStock): Promise<StockSnapshot> {
+    const response = await this.fetchImpl(`${IPADS_BASE_URL}/${IPADS_WIRE_API}`, {
+      method: "POST",
+      headers: {
+        Accept: "application/json",
+        Authorization: `Bearer ${this.apiKey}`,
+        "Content-Type": "application/json"
+      },
+      body: JSON.stringify({
+        model: IPADS_MODEL,
+        input: buildSnapshotPrompt(stock)
+      })
+    });
+
+    if (!response.ok) {
+      throw new Error(`IPADS Responses request failed: ${response.status}`);
+    }
+
+    return parseResponsesSnapshot(await response.json());
+  }
+}
+
+function buildSnapshotPrompt(stock: WatchStock): string {
+  return [
+    "Return only a valid JSON object for a stock monitoring snapshot.",
+    "Use this exact schema:",
+    '{"price": 100, "currency": "USD", "pe": 20, "forwardPe": 18, "revenueGrowth": 0.08, "profitGrowth": 0.05, "nextEarningsDate": "2026-05-13", "peers": [{"display": "MSFT", "pe": 28}], "news": [{"title": "Earnings preview", "url": "https://example.com/news"}]}',
+    "All numeric fields must be numbers, not null. If precise market data is unavailable, provide a conservative approximate monitoring snapshot and keep news empty.",
+    `Stock request: ${JSON.stringify({ symbol: stock.display, market: stock.market, name: stock.name })}`
+  ].join("\n");
+}
+
+export class DemoMarketDataProvider implements MarketDataProvider {
+  async snapshot(stock: WatchStock): Promise<StockSnapshot> {
+    const seed = stock.display.split("").reduce((sum, char) => sum + char.charCodeAt(0), 0);
+    const marketCurrency = stock.market === "US" ? "USD" : stock.market === "HK" ? "HKD" : "CNY";
+    const pe = round(10 + (seed % 24), 2);
+    const peerBase = pe + ((seed % 2 === 0 ? 1 : -1) * (4 + (seed % 6)));
+    const nextEarnings = new Date(Date.UTC(2026, 4, 11 + (seed % 21))).toISOString().slice(0, 10);
+
+    return {
+      price: round(20 + (seed % 180) + (seed % 13) / 10, 2),
+      currency: marketCurrency,
+      pe,
+      forwardPe: round(pe * 0.92, 2),
+      revenueGrowth: round(((seed % 18) - 4) / 100, 4),
+      profitGrowth: round(((seed % 16) - 6) / 100, 4),
+      nextEarningsDate: nextEarnings,
+      peers: [
+        { display: peerDisplay(stock, 1), pe: round(peerBase, 2) },
+        { display: peerDisplay(stock, 2), pe: round(peerBase + 2.3, 2) }
+      ],
+      news: [
+        {
+          title: `${stock.display} related sector signal updated`,
+          url: `https://example.local/news/${encodeURIComponent(stock.display)}`
+        }
+      ]
+    };
+  }
+}
+
+export function createProvider(apiKey: string): MarketDataProvider {
+  if (apiKey.trim()) {
+    return new IpadsResponsesProvider(apiKey.trim());
+  }
+  return new DemoMarketDataProvider();
+}
+
+function parseResponsesSnapshot(payload: unknown): StockSnapshot {
+  const response = responsesOutputSchema.parse(payload);
+  const text = response.output_text ?? response.output?.flatMap((item) => item.content ?? []).find((content) => content.text)?.text;
+  if (!text) {
+    throw new Error("IPADS Responses payload did not include output text");
+  }
+  return snapshotSchema.parse(JSON.parse(stripJsonFence(text)));
+}
+
+function stripJsonFence(text: string): string {
+  const trimmed = text.trim();
+  const fenced = trimmed.match(/^```(?:json)?\s*([\s\S]*?)\s*```$/);
+  return fenced?.[1] ?? trimmed;
+}
+
+function peerDisplay(stock: WatchStock, index: number): string {
+  if (stock.market === "HK") {
+    return `${String(9000 + index).padStart(5, "0")}.HK`;
+  }
+  if (stock.market === "CN") {
+    return `${600000 + index}.SS`;
+  }
+  return index === 1 ? "MSFT" : "GOOGL";
+}
+
+function round(value: number, digits: number): number {
+  const factor = 10 ** digits;
+  return Math.round(value * factor) / factor;
+}
--- a/src/agent/report.ts
+++ b/src/agent/report.ts
@@ -0,0 +1,143 @@
+import type {
+  DailyReport,
+  DailyReportItem,
+  EarningsSignal,
+  Market,
+  MarketDataProvider,
+  Recommendation,
+  StockSnapshot,
+  ValuationSignal,
+  WatchStock
+} from "../shared/types";
+
+const DAY_MS = 24 * 60 * 60 * 1000;
+
+export async function generateDailyReport(
+  watchlist: WatchStock[],
+  provider: MarketDataProvider,
+  now = new Date()
+): Promise<DailyReport> {
+  const items = await Promise.all(
+    watchlist.map(async (stock) => buildReportItem(stock, await provider.snapshot(stock), now))
+  );
+
+  return {
+    generatedAt: now.toISOString(),
+    summary: buildSummary(items),
+    items: items.sort((left, right) => rankItem(right) - rankItem(left))
+  };
+}
+
+function buildReportItem(stock: WatchStock, snapshot: StockSnapshot, now: Date): DailyReportItem {
+  const earnings = analyzeEarnings(snapshot, now);
+  const valuation = analyzeValuation(snapshot);
+  const recommendation = recommend(snapshot, valuation, earnings);
+
+  return {
+    stock,
+    snapshot,
+    earnings,
+    valuation,
+    recommendation,
+    news: snapshot.news
+  };
+}
+
+function analyzeEarnings(snapshot: StockSnapshot, now: Date): EarningsSignal {
+  if (!snapshot.nextEarningsDate) {
+    return { status: "none" };
+  }
+
+  const date = new Date(`${snapshot.nextEarningsDate}T00:00:00.000Z`);
+  const start = Date.UTC(now.getUTCFullYear(), now.getUTCMonth(), now.getUTCDate());
+  const daysUntil = Math.ceil((date.getTime() - start) / DAY_MS);
+
+  return {
+    status: daysUntil >= 0 && daysUntil <= 14 ? "soon" : "scheduled",
+    nextDate: snapshot.nextEarningsDate,
+    daysUntil
+  };
+}
+
+function analyzeValuation(snapshot: StockSnapshot): ValuationSignal {
+  const peerPes = snapshot.peers.map((peer) => peer.pe).filter((pe) => Number.isFinite(pe) && pe > 0);
+  if (!Number.isFinite(snapshot.pe) || snapshot.pe <= 0 || peerPes.length === 0) {
+    return { label: "unknown" };
+  }
+
+  const peerAveragePe = round(peerPes.reduce((sum, pe) => sum + pe, 0) / peerPes.length, 2);
+  const spreadPct = round((snapshot.pe - peerAveragePe) / peerAveragePe, 4);
+  const label = spreadPct <= -0.15 ? "discount" : spreadPct >= 0.15 ? "premium" : "fair";
+
+  return {
+    label,
+    stockPe: snapshot.pe,
+    peerAveragePe,
+    spreadPct
+  };
+}
+
+function recommend(snapshot: StockSnapshot, valuation: ValuationSignal, earnings: EarningsSignal): Recommendation {
+  const revenueGrowth = snapshot.revenueGrowth ?? 0;
+  const profitGrowth = snapshot.profitGrowth ?? 0;
+  const reasons: string[] = [];
+
+  if (valuation.label === "discount") {
+    reasons.push("估值低于可比股票均值");
+  }
+  if (valuation.label === "premium") {
+    reasons.push("估值高于可比股票均值");
+  }
+  if (revenueGrowth > 0) {
+    reasons.push("收入仍在增长");
+  }
+  if (profitGrowth > 0) {
+    reasons.push("利润仍在增长");
+  }
+  if (earnings.status === "soon") {
+    reasons.push("未来 14 天内有财报事件");
+  }
+
+  if (valuation.label === "discount" && revenueGrowth > 0 && profitGrowth >= 0) {
+    return { action: "buy_watch", confidence: 0.72, reasons };
+  }
+
+  if (valuation.label === "premium" && revenueGrowth < 0 && profitGrowth < 0) {
+    return { action: "avoid", confidence: 0.68, reasons };
+  }
+
+  return {
+    action: "hold",
+    confidence: earnings.status === "soon" ? 0.58 : 0.52,
+    reasons: reasons.length ? reasons : ["等待更明确的基本面或估值信号"]
+  };
+}
+
+function buildSummary(items: DailyReportItem[]): string {
+  const counts = new Map<Market, number>([
+    ["CN", 0],
+    ["HK", 0],
+    ["US", 0]
+  ]);
+  for (const item of items) {
+    counts.set(item.stock.market, (counts.get(item.stock.market) ?? 0) + 1);
+  }
+
+  const soon = items.filter((item) => item.earnings.status === "soon").length;
+  const discounts = items.filter((item) => item.valuation.label === "discount").length;
+  return `CN: ${counts.get("CN")}; HK: ${counts.get("HK")}; US: ${counts.get("US")}; earnings soon: ${soon}; valuation discounts: ${discounts}`;
+}
+
+function rankItem(item: DailyReportItem): number {
+  return (
+    (item.earnings.status === "soon" ? 4 : 0) +
+    (item.valuation.label === "discount" ? 3 : 0) +
+    (item.recommendation.action === "buy_watch" ? 2 : 0) +
+    item.news.length
+  );
+}
+
+function round(value: number, digits: number): number {
+  const factor = 10 ** digits;
+  return Math.round(value * factor) / factor;
+}
--- a/src/agent/symbols.ts
+++ b/src/agent/symbols.ts
@@ -0,0 +1,51 @@
+import type { Market, NormalizedSymbol } from "../shared/types";
+
+const CN_SUFFIXES = new Set(["SS", "SH", "SZ"]);
+
+export function normalizeSymbol(input: string): NormalizedSymbol {
+  const raw = input.trim().toUpperCase();
+  if (!raw) {
+    throw new Error("Stock symbol is required");
+  }
+
+  const suffixMatch = raw.match(/^([A-Z0-9]+)\.([A-Z]{2})$/);
+  if (suffixMatch) {
+    const [, base, suffix] = suffixMatch;
+    if (CN_SUFFIXES.has(suffix)) {
+      return {
+        symbol: base,
+        market: "CN",
+        display: `${base}.${suffix === "SH" ? "SS" : suffix}`
+      };
+    }
+    if (suffix === "HK" && /^\d{4,5}$/.test(base)) {
+      return { symbol: base.padStart(5, "0"), market: "HK", display: `${base.padStart(5, "0")}.HK` };
+    }
+    if (suffix === "US" && /^[A-Z]{1,6}$/.test(base)) {
+      return { symbol: base, market: "US", display: base };
+    }
+  }
+
+  if (/^\d{6}$/.test(raw)) {
+    return { symbol: raw, market: "CN", display: `${raw}.${inferChinaExchange(raw)}` };
+  }
+
+  if (/^\d{4,5}$/.test(raw)) {
+    const symbol = raw.padStart(5, "0");
+    return { symbol, market: "HK", display: `${symbol}.HK` };
+  }
+
+  if (/^[A-Z]{1,6}$/.test(raw)) {
+    return { symbol: raw, market: "US", display: raw };
+  }
+
+  throw new Error("Unsupported stock symbol");
+}
+
+function inferChinaExchange(symbol: string): "SS" | "SZ" {
+  return symbol.startsWith("6") ? "SS" : "SZ";
+}
+
+export function marketLabel(market: Market): string {
+  return market === "CN" ? "A股" : market === "HK" ? "港股" : "美股";
+}
--- a/src/agent/watchlistStore.ts
+++ b/src/agent/watchlistStore.ts
@@ -0,0 +1,58 @@
+import { mkdir, readFile, writeFile } from "node:fs/promises";
+import { dirname } from "node:path";
+import { normalizeSymbol } from "./symbols";
+import type { WatchStock } from "../shared/types";
+
+export class WatchlistStore {
+  constructor(private readonly path: string) {}
+
+  async list(): Promise<WatchStock[]> {
+    return this.read();
+  }
+
+  async add(symbolInput: string, name?: string): Promise<WatchStock> {
+    const normalized = normalizeSymbol(symbolInput);
+    const stocks = await this.read();
+    const existing = stocks.find((stock) => stock.display === normalized.display);
+    if (existing) {
+      return existing;
+    }
+
+    const stock: WatchStock = {
+      ...normalized,
+      id: normalized.display,
+      name: name?.trim() || undefined,
+      addedAt: new Date().toISOString()
+    };
+    await this.write([...stocks, stock]);
+    return stock;
+  }
+
+  async remove(symbolInput: string): Promise<void> {
+    const normalized = normalizeSymbol(symbolInput);
+    const stocks = await this.read();
+    await this.write(stocks.filter((stock) => stock.display !== normalized.display));
+  }
+
+  private async read(): Promise<WatchStock[]> {
+    try {
+      const content = await readFile(this.path, "utf8");
+      const parsed = JSON.parse(content) as WatchStock[];
+      return Array.isArray(parsed) ? parsed : [];
+    } catch (error) {
+      if (isMissingFile(error)) {
+        return [];
+      }
+      throw error;
+    }
+  }
+
+  private async write(stocks: WatchStock[]): Promise<void> {
+    await mkdir(dirname(this.path), { recursive: true });
+    await writeFile(this.path, `${JSON.stringify(stocks, null, 2)}\n`, "utf8");
+  }
+}
+
+function isMissingFile(error: unknown): boolean {
+  return typeof error === "object" && error !== null && "code" in error && error.code === "ENOENT";
+}