Hermes Skills Manager
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161 lines
5.4 KiB
Markdown
161 lines
5.4 KiB
Markdown
# DCA Ladder Monitoring — 阶梯买入自动监控
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After screening candidates (see `dca-screener.md`), set up automated price monitoring so the user gets buy signals when prices hit ladder tiers.
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## Architecture
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```
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dca_positions.json ← config (symbols, ladder prices, budget, status)
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↓
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dca_monitor.py ← reads config + fetches prices from LongPort
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↓
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cron jobs ← runs monitor on schedule, delivers alerts
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```
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## Step 1: Create Position Config
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File: `~/.hermes/scripts/dca_positions.json`
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```json
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{
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"updated": "YYYY-MM-DD",
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"positions": {
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"SYMBOL.US": {
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"name": "Display Name",
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"yield": 10.5,
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"market": "US",
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"ladder": [
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{"tier": 1, "price": 15.28, "alloc_pct": 40, "status": "pending", "shares": 3, "cost_local": 45.84},
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{"tier": 2, "price": 15.07, "alloc_pct": 30, "status": "pending", "shares": 2, "cost_local": 30.14},
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{"tier": 3, "price": 13.03, "alloc_pct": 30, "status": "pending", "shares": 3, "cost_local": 39.09}
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],
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"monthly_budget_hkd": 1071,
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"monthly_budget_local": 137,
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"notes": "PE8.5 科技BDC龙头"
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}
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},
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"budget": {
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"monthly_min_hkd": 6000,
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"monthly_max_hkd": 9000,
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"monthly_mid_hkd": 7500,
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"per_stock_hkd": 1071,
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"usd_hkd": 7.80
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},
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"alert_settings": {
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"trigger_pct": 2.0,
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"cooldown_hours": 24
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}
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}
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```
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### Lot Calculation
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Given monthly budget M and N stocks:
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- `per_stock = M / N` (in HKD)
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- For US stocks: `per_stock_local = per_stock / USDHKD`
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- Per tier: `shares = floor(tier_budget / price)` where `tier_budget = per_stock_local * alloc_pct / 100`
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- Update JSON with `shares`, `cost_local`, `cost_hkd` fields
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### Status Tracking
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When user confirms a purchase:
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- Change `status` from `"pending"` to `"done"` in the ladder entry
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- This prevents re-alerting on already-purchased tiers
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## Step 2: Monitor Script
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File: `~/.hermes/scripts/dca_monitor.py`
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Key logic:
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1. Load env vars from `~/.bashrc` (LONGBRIDGE_* → LONGPORT_*)
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2. Load `dca_positions.json`
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3. Fetch current prices via `ctx.quote(symbols)` in batches of 15
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4. For each position, compare price to each pending ladder tier
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5. If `current_price <= target * (1 + trigger_pct/100)`: emit alert
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6. If no alerts triggered: output empty (silent — no notification sent)
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### Alert Format
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```
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🔔 DCA买入信号 [YYYY-MM-DD HH:MM]
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🚨 🇺🇸 HTGC.US Hercules Capital
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第1档目标: 15.28 现价: 15.20 已触达
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建议仓位: 40% 买入: 3股 股息率: 10.5%
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🟡 🇺🇸 NLY.US Annaly Capital
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第2档目标: 21.07 现价: 21.22 差0.7%
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建议仓位: 30% 买入: 1股 股息率: 13.2%
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```
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### Pitfalls
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- **SecurityQuote attribute**: `SecurityQuote` may not have `change_rate` on some data tiers. Use `CalcIndex.ChangeRate` via `calc_indexes` instead.
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- **Price=0 on weekends**: LongPort returns 0 for `last_done` when markets are closed. The monitor will trigger all alerts on weekends — either skip weekends in cron schedule or handle in script.
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- **HK stock codes in python3 -c**: Codes like `0728.HK` start with digits. Always write scripts to file, never use `python3 -c`.
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- **Batch sizes**: quote 15/batch, calc_indexes 10/batch, static_info 20/batch.
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## Step 3: Cron Jobs
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Set up 5 jobs (all Beijing time):
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| Schedule | Name | Purpose |
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|----------|------|---------|
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| `0 9 * * 1-6` | DCA每日晨报 | AI-driven summary with all positions status |
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| `0 10 * * 1-5` | DCA港股盘中(上午) | HK market check (1hr after open) |
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| `0 15 * * 1-5` | DCA港股盘中(下午) | HK market check (1hr before close) |
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| `30 22 * * 1-5` | DCA美股盘中(晚间) | US market check (30min after open) |
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| `0 2 * * 2-6` | DCA美股盘中(凌晨) | US market check (mid-session) |
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### Cron Setup Pattern
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**Script-only jobs** (no agent, just run monitor):
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```python
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cronjob(action='create', name='DCA港股盘中监控',
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schedule='0 10 * * 1-5', no_agent=True,
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script='scripts/dca_monitor.py', deliver='origin')
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```
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**AI-driven daily summary** (with agent for richer formatting):
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```python
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cronjob(action='create', name='DCA每日晨报',
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schedule='0 9 * * 1-6',
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prompt='Run dca_monitor.py, generate morning brief...',
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enabled_toolsets=['terminal'], deliver='origin')
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```
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## Step 4: User Interaction Commands
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After deployment, user may say:
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| User Says | Action |
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|-----------|--------|
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| "我买了XX T1" | Edit JSON: set tier status to `"done"` |
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| "调整XX阶梯价位" | Edit JSON: update ladder prices |
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| "设置预算XX万" | Recalculate lot sizes, update JSON |
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| "加一只XX" | Add new position to JSON |
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| "暂停DCA监控" | Pause cron jobs |
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| "DCA状态" | Run monitor script, show all positions |
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## Full Script Template
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See `~/.hermes/scripts/dca_monitor.py` for the production script.
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Key env loading pattern (required for all LongPort scripts):
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```python
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import os, re
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env_vars = {}
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with open(os.path.expanduser('~/.bashrc')) as f:
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for line in f:
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line = line.strip()
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if line.startswith('export LONGBRIDGE_') or line.startswith('export LONGPORT_'):
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parts = line.replace('export ', '').split('=', 1)
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if len(parts) == 2:
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env_vars[parts[0]] = parts[1]
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for key, val in env_vars.items():
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if '${' not in val: os.environ[key] = val
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for key, val in env_vars.items():
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if '${' in val:
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os.environ[key] = re.sub(r'\$\{(\w+)\}', lambda m: os.environ.get(m.group(1), ''), val)
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```
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