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scan

Data & analytics

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Updated 10-15 18:28

About this skill

/scan - Market scanning and target recommendation

Based on the user's investment preferences and areas of interest, scan market opportunities and recommend targets worth watching.

How to use

  • /scan - Default broad-spectrum scan (watch pool + market hotspots)
  • /scan AI - Focused scan of AI-related opportunities
  • /scan 半导体 - Focused scan of the semiconductor sector
  • /scan 趋势 - Look for targets with clear recent trends

Execution steps

Step 1: Read user preferences

Read the following configuration files to understand the user's investment preferences:

  • 股市信息/Config/Profile.md - Investment style, risk preference
  • 股市信息/Config/Watchlist.md - Areas of interest, exclusion list
  • 股市信息/Config/Holdings.md - Current holdings (to avoid duplicate recommendations)

Step 2: Determine the scan scope

  • If the userhas not specifieda direction: perform abroad-spectrum scan = watch pool + industry/concept hotspots + capital flows
  • If the userhas specifieda direction: focus only on the relevant industry/theme

Step 3: Obtain market data (core step)

Run the data acquisition script:

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

The script output includes：

  • indices: Major index data
  • holdings: Holdings quotes (including ETF/A-shares/Hong Kong stocks/funds, with technicals）
  • watchlist: Watch pool quotes (from Watchlist.md, with watch_reason/core_metrics/ideal_buy/status, with technicals）
  • watchlist_meta: Summary of areas of interest and exclusion list
  • macro: Macroeconomic data (PMI, CPI, M2)
  • north_flow: Northbound capital data (prefer the intraday real-time value of the day, may include a time field)
  • sector: Industry/concept sector rankings (gains/losses, turnover, number of advancing stocks, leading stocks)
  • fund_flow: Industry/concept capital flows (net inflow, leading stocks)
  • news: Cailian Press real-time news flashes (replacing WebSearch)

Must strictly comply：

  1. Wait for the script to finish executing(about 1-2 minutes)
  2. Only use the data from the script's JSON output
  3. When the script fails, inform the user; fabricating data is prohibited

Step 3: Analyze based on the script data

Give priority to using the data output by the script for analysis：

  1. Market hotspot judgment：

    • From indices judge the market style (large-cap/small- and mid-cap)
    • From north_flow judge foreign capital attitude (if time is included, note it as well)
    • From news news flashes, extract the day's hotspot themes

  2. Industry/concept strength：

    • From sector.industry/sector.concept identify strong sectors and divergence
    • With watchlist_meta.focus_industries do matching and trade-offs

  3. Capital confirmation：

    • From fund_flow.industry/fund_flow.concept check the net inflow direction
    • If gains are among the top but capital turns negative → warn of the risk of fading heat

  4. Broad-spectrum candidate screening (when the user has not specified a direction)：

    • From sector/fund_flow select strong sectors
    • Prefer using sector leading stocks/related ETFs as candidates
    • If there is only a name and no code, note "code needs further confirmation"

  5. Watch pool opportunity screening：

    • From watchlist View the watchlist targets' performance
    • Combine technicals to judge trend/position (trend、rsi14、price_percentile_1y）
    • Compare price changes and capital flows to identify signs of initiation or acceleration

  6. Macro environment analysis：

    • From macro obtain PMI/CPI and other data
    • Judge the position in the economic cycle

Step 4: Supplementary search (only when necessary)

Only use WebSearch in the following situations：

  • Need to learn the latest announcements of a specific company
  • Need to look up the original policy text
  • The user explicitly requests a search for certain information

WebSearch precautions：

  • Search results may have timeliness errors and must be marked "Source: web search"
  • Prioritize authoritative sources (CSRC, exchanges, company official websites)
  • For price data, use script output as the standard and do not use search results

Step 5: Screening and analysis

Screening criteria(based on the user Profile):

  1. Matches the user's focus areas
  2. Not on the exclusion list
  3. Does not highly overlap with existing holdings
  4. Has a clear investment logic
  5. Broad-spectrum candidates need dual support from "industry strength + capital confirmation"

Analysis dimensions：

  • Industry strength: sector ranking, number of gainers, concentration of leading stocks
  • Capital confirmation: whether industry/concept net inflows are synchronized
  • Technical structure: trend, position, overbought/oversold (technicals）
  • Valuation level: whether the current valuation is reasonable
  • Risk points: what are the main risks
  • Trigger/invalidation conditions: executable entry and veto conditions
  • Scorecard: form comparable recommendation priorities

Step 6: Generate the scan report

# 市场扫描报告 YYYY-MM-DD

## 扫描范围
未明确方向 → 关注池 + 市场广谱热点
明确方向 → 仅聚焦：XX

## 一、市场环境

### 指数表现
| 指数 | 点位 | 涨跌 | 判断 |
|------|------|------|------|
| 上证指数 | X | +X% | ... |
| 科创50 | X | +X% | 科技风格占优 |

### 宏观数据
- PMI: X（荣枯线上/下）
- CPI: X%（通胀温和/偏高）
- 北向资金：今日净流入/出 X亿（时间：HH:MM）

### 市场快讯摘要
（从脚本news数据提取与关注方向相关的3-5条）
- ...

## 二、行业与资金

### 行业强度榜（Top 5）
| 行业 | 涨幅 | 上涨/下跌家数 | 领涨股 | 备注 |
|------|------|---------------|--------|------|
| ... | ... | ... | ... | 与关注方向关联度 |

### 概念强度榜（Top 5）
| 概念 | 涨幅 | 上涨/下跌家数 | 领涨股 | 备注 |
|------|------|---------------|--------|------|
| ... | ... | ... | ... | 与关注方向关联度 |

### 行业资金流（Top 5）
| 行业 | 净流入 | 涨幅 | 领涨股 | 备注 |
|------|--------|------|--------|------|
| ... | ... | ... | ... | 资金与涨幅是否一致 |

### 概念资金流（Top 5）
| 概念 | 净流入 | 涨幅 | 领涨股 | 备注 |
|------|--------|------|--------|------|
| ... | ... | ... | ... | 资金与涨幅是否一致 |

## 三、机会推荐（最多3个）

### 推荐标的1（来源：关注池/广谱）：[代码] [名称]

| 维度 | 分析 |
|------|------|
| **当前价格** | X.XX（来源：AKShare） |
| **板块强度** | 行业/概念排名、上涨家数、领涨股强度 |
| **资金确认** | 净流入/净流出是否与涨幅一致 |
| **行业逻辑** | ... |
| **近期催化** | ... |
| **估值水平** | ... |
| **技术面** | MA/RSI/1年位置等 |
| **风险点** | ... |
| **建议操作** | 观望/关注/可小仓位试探 |
| **理想买点** | 回调到X.XX可考虑（约-X%） |
| **止损位** | X.XX |

**评分卡（100分）**
| 维度 | 证据 | 分数 |
|------|------|------|
| 行业强度（25） | ... | ... |
| 资金确认（20） | ... | ... |
| 技术结构（20） | ... | ... |
| 估值/基本面（20） | ... | ... |
| 持仓互补（15） | ... | ... |
| **总分** | - | XX |

**触发条件**：
- ...

**失效条件**：
- ...

**为什么适合您**：
- 符合您对XX行业的关注
- 与您现有持仓的关联/互补关系
- 风险等级与您的承受能力匹配

### 推荐标的2：...

### 推荐标的3：...

## 四、关注池更新建议

基于本次扫描，建议更新您的关注池：

| 操作 | 标的 | 原因 |
|------|------|------|
| 新增 | XXX | ... |
| 移除 | XXX | ... |
| 调整态度 | XXX | 从"观望"改为"关注" |

## 五、趋势观察

### 正在形成的趋势
- ...

### 需要警惕的风险
- ...

## 六、下一步建议

1. 如果想深入了解某个标的 → `/analyze 代码`
2. 如果决定买入 → 执行后用 `/trade` 记录

---
*数据来源：AKShare（行情、宏观、板块、资金）、财联社（快讯）*
*扫描时间：YYYY-MM-DD HH:MM*

Step 7: Save the scan record

  • Save to:股市信息/Scan/YYYY-MM-DD-Scan.md
  • The file name matches the scan date, making it easy to review and compare

Step 8: Ask about follow-up actions

After the scan is complete, ask the user:

  1. Do you need an in-depth analysis of a recommended target?
  2. Do you want to update the watchlist?
  3. Do you want to adjust the focus areas?

Recommendation principles

  1. Quality first: Better to recommend fewer than to recommend indiscriminately, with a maximum of 3 recommendations each time
  2. Clear logic: Every recommendation must have a clear investment logic
  3. Risk warning: The risk points and stop-loss level must be stated
  4. Do not chase highs: Targets that have already risen sharply can only be observed, not recommended for entry
  5. Matches style: Recommendations must match the user's investment style (medium- to long-term, value + trend)

Data authenticity assurance (extremely important)

Data source priority

  1. First priority: script output

    • Price, price change, volume → must come from the script JSON
    • Macro data (PMI/CPI/M2) → comes from the script JSON
    • Northbound capital → comes from the script JSON
    • Real-time news flashes → come from the news field of the script JSON

  2. Second priority: configuration files

    • User holdings → Holdings.md
    • Focus areas → Watchlist.md
    • Investment style → Profile.md

  3. Third priority: WebSearch (use with caution)

    • Only for information that cannot be obtained through scripts, such as original policy texts and company announcements
    • Must be labeled "Source: Web Search"
    • Price data shall be based on scripts

Prohibited Actions

  • ProhibitedEstimating or assuming prices
  • ProhibitedUsing outdated data from memory
  • ProhibitedFabricating data when scripts fail
  • ProhibitedConfusing data from different sources

Price Display Format

当前价格：X.XXX（来源：AKShare，获取时间：YYYY-MM-DD HH:MM）

Important Reminder

  • This tool provides analysis and suggestions and does not constitute investment advice
  • All investment decisions are made and borne by users themselves
  • Recommended targets do not guarantee profit; investing involves risk