brief

/brief - Daily investment brief

Generate a personal investment analysis brief; you are the user's private investment analyst.

Execution steps

Step 1: Obtain market data (extremely important)

Run the data retrieval script:

cd "股市信息" && python3 scripts/fetch_market_data.py

Must be strictly followed：

1. The script takes about 2 minutes to run,must wait for the script to finish executing
2. Only the prices output by the script JSON may be used, estimating or assuming is prohibited
3. If the script fails to execute, you must tell the user "data retrieval failed"; using default values is prohibited
4. Price display format:X.XXX（来源：AKShare，获取时间：HH:MM）

The script outputs raw data in JSON format, including:

• Major indices (Shanghai Composite, CSI 300, CSI 500, etc.)
• Quotes/net asset values and profit/loss for the user's holdings (including ETF/A-shares/Hong Kong stocks/funds)
• Quotes for watchlist targets

Step 2: Parse the data output by the script

The script JSON output already includes the following data modules,all must be used：

• indices - Major index quotes
• holdings - Quotes/net asset values and profit/loss for all holdings (must cover all holdings）
• watchlist - Watchlist quotes
• macro - Macro data (PMI, CPI, M2)
• north_flow - Northbound capital flows (prefer using the intraday real-time value for the day, may include a time field)
• news - Cailian Press flash news (preferred, replace WebSearch）

Step 3: News supplement (WebSearch only as a fallback)

Data retrieval priority：

1. First choice: Use the news field output by the script (Cailian Press flash news)
2. Fallback: Only when the flash news information is insufficient, use WebSearch to supplement searches for news on specific targets

WebSearch usage scenarios (limited to the following cases):

• The script's news module fails to retrieve data
• Need to search for a specific event for a certain stock (such as a major announcement or breaking news)

Step 4: Read the user configuration

Read the following files to understand the user's investment background:

• 股市信息/Config/Holdings.md - Holdings details, reasons for buying
• 股市信息/Config/Watchlist.md - Areas of interest, investment logic
• 股市信息/Config/Profile.md - Investor profile, weaknesses, areas for improvement
• 股市信息/Config/Insight.md - User insights (for personalized reminders)

Personalize the brief based on Insight.md：

• Adjust the way suggestions are expressed according to observed behavioral patterns
• Give more specific reminders targeting the user's weaknesses (such as "doesn't know how to take profits")
• Refer to the user's adoption rate for various types of suggestions to optimize how suggestions are presented

Step 5: Comprehensively analyze and generate the brief

Based on the collected data and news, generate an analytical brief. The brief format is as follows:

# 投资简报 YYYY-MM-DD

## 一、宏观形势

### 政策面
- 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

### 市场表现
- 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

### 外围市场
- 美股、港股重要动态
- 对A股可能的影响

---

## 二、持仓分析与风险预警

### 🔴 高风险持仓
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

### 🟢 表现较好持仓
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

### 🟡 观察持仓
其他需要关注的持仓：
- 近期变化
- 需要注意的风险或机会

---

## 三、风险预警汇总

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

---

## 四、操作建议

| 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 |

---

## 五、明日关注

- 列出明天需要关注的3-5个要点

Step 6: Save the brief

Save the generated brief to:股市信息/Daily/YYYY-MM-DD-Brief.md

---

Analysis principles

1. Must cover all holdings: Every holding in the brief must have analysis; none may be omitted
2. Do not just list data: Every data point must have analysis and judgment
3. Combine with the user's holdings situation: The analysis must target the user's specific holdings, not speak in generalities.
4. Give actionable recommendations: not "recommend watching", but "if it drops to price X, consider adding to the position"
5. Risk warnings must be specific: explain the source of the risk and how to respond
6. The logic must be clear: why it rises/falls, what will happen next, and what the user should do

Sources of holdings data (important)

It is forbidden to use any hard-coded holdings descriptions!

Holdings information must be read in real time from the following files:

• 股市信息/Config/Holdings.md - Holdings details (single source of truth)
• 股市信息/Config/Watchlist.md - Focus directions
• 股市信息/Config/Profile.md - Investor profile

Before executing the briefing, these configuration files must first be read, and the analysis must be based on actual data.