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

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🚀 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

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📅 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 |

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🛠️ 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 |

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📊 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% |

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⚙️ 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
}

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🔗 Detailed References | 详细参考

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

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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