feat(dashboard): add portfolio panel - watchlist, positions, and recommendations
New backend: - api/portfolio.py: watchlist CRUD, positions with live P&L, recommendations - POST /api/portfolio/analyze: batch analysis of watchlist tickers - GET /api/portfolio/positions: live price from yfinance + unrealized P&L New frontend: - PortfolioPanel.jsx with 3 tabs: 自选股 / 持仓 / 今日建议 - portfolioApi.js service - Route /portfolio (keyboard shortcut: 5) Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
This commit is contained in:
陈少杰
parent
3998984094
commit
c329ef2885
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@ -0,0 +1,244 @@
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"""
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Portfolio API — 自选股、持仓、每日建议
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"""
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import asyncio
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import json
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import uuid
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from datetime import datetime
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from pathlib import Path
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from typing import Optional
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import yfinance
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# Data directory
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DATA_DIR = Path(__file__).parent.parent.parent / "data"
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DATA_DIR.mkdir(parents=True, exist_ok=True)
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WATCHLIST_FILE = DATA_DIR / "watchlist.json"
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POSITIONS_FILE = DATA_DIR / "positions.json"
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RECOMMENDATIONS_DIR = DATA_DIR / "recommendations"
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# ============== Watchlist ==============
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def get_watchlist() -> list:
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if not WATCHLIST_FILE.exists():
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return []
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try:
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return json.loads(WATCHLIST_FILE.read_text()).get("watchlist", [])
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except Exception:
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return []
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def _save_watchlist(watchlist: list):
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WATCHLIST_FILE.write_text(json.dumps({"watchlist": watchlist}, ensure_ascii=False, indent=2))
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def add_to_watchlist(ticker: str, name: str) -> dict:
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watchlist = get_watchlist()
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if any(s["ticker"] == ticker for s in watchlist):
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raise ValueError(f"{ticker} 已在自选股中")
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entry = {
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"ticker": ticker,
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"name": name,
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"added_at": datetime.now().strftime("%Y-%m-%d"),
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}
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watchlist.append(entry)
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_save_watchlist(watchlist)
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return entry
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def remove_from_watchlist(ticker: str) -> bool:
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watchlist = get_watchlist()
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new_list = [s for s in watchlist if s["ticker"] != ticker]
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if len(new_list) == len(watchlist):
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return False
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_save_watchlist(new_list)
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return True
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# ============== Accounts ==============
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def get_accounts() -> dict:
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if not POSITIONS_FILE.exists():
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return {"accounts": {}}
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try:
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return json.loads(POSITIONS_FILE.read_text())
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except Exception:
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return {"accounts": {}}
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def _save_accounts(data: dict):
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POSITIONS_FILE.write_text(json.dumps(data, ensure_ascii=False, indent=2))
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def get_or_create_default_account(accounts: dict) -> dict:
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if "默认账户" not in accounts.get("accounts", {}):
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accounts["accounts"]["默认账户"] = {"positions": {}}
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return accounts["accounts"]["默认账户"]
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def create_account(account_name: str) -> dict:
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accounts = get_accounts()
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if account_name in accounts.get("accounts", {}):
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raise ValueError(f"账户 {account_name} 已存在")
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accounts["accounts"][account_name] = {"positions": {}}
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_save_accounts(accounts)
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return {"account_name": account_name}
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def delete_account(account_name: str) -> bool:
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accounts = get_accounts()
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if account_name not in accounts.get("accounts", {}):
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return False
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del accounts["accounts"][account_name]
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_save_accounts(accounts)
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return True
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# ============== Positions ==============
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def get_positions(account: Optional[str] = None) -> list:
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"""
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Returns positions with live price from yfinance and computed P&L.
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"""
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accounts = get_accounts()
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result = []
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if account:
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acc = accounts.get("accounts", {}).get(account)
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if not acc:
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return []
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positions = [(_ticker, _pos) for _ticker, _positions in acc.get("positions", {}).items()
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for _pos in _positions]
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else:
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positions = [
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(_ticker, _pos)
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for _acc_data in accounts.get("accounts", {}).values()
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for _ticker, _positions in _acc_data.get("positions", {}).items()
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for _pos in _positions
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]
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for ticker, pos in positions:
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try:
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stock = yfinance.Ticker(ticker)
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info = stock.info or {}
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current_price = info.get("currentPrice") or info.get("regularMarketPrice")
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except Exception:
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current_price = None
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shares = pos.get("shares", 0)
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cost_price = pos.get("cost_price", 0)
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if current_price is not None and cost_price:
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unrealized_pnl = (current_price - cost_price) * shares
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unrealized_pnl_pct = (current_price / cost_price - 1) * 100
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else:
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unrealized_pnl = None
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unrealized_pnl_pct = None
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result.append({
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"ticker": ticker,
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"name": pos.get("name", ticker),
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"account": pos.get("account", "默认账户"),
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"shares": shares,
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"cost_price": cost_price,
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"current_price": current_price,
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"unrealized_pnl": unrealized_pnl,
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"unrealized_pnl_pct": unrealized_pnl_pct,
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"purchase_date": pos.get("purchase_date"),
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"notes": pos.get("notes", ""),
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"position_id": pos.get("position_id"),
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})
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return result
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def add_position(ticker: str, shares: float, cost_price: float,
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purchase_date: Optional[str], notes: str, account: str) -> dict:
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accounts = get_accounts()
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acc = accounts.get("accounts", {}).get(account)
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if not acc:
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acc = get_or_create_default_account(accounts)
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position_id = f"pos_{uuid.uuid4().hex[:6]}"
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position = {
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"position_id": position_id,
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"shares": shares,
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"cost_price": cost_price,
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"purchase_date": purchase_date,
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"notes": notes,
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"account": account,
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"name": ticker,
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}
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if ticker not in acc["positions"]:
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acc["positions"][ticker] = []
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acc["positions"][ticker].append(position)
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_save_accounts(accounts)
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return position
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def remove_position(ticker: str, position_id: str, account: Optional[str]) -> bool:
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accounts = get_accounts()
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if account:
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acc = accounts.get("accounts", {}).get(account)
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if acc and ticker in acc.get("positions", {}):
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acc["positions"][ticker] = [
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p for p in acc["positions"][ticker]
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if p.get("position_id") != position_id
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]
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if not acc["positions"][ticker]:
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del acc["positions"][ticker]
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_save_accounts(accounts)
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return True
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else:
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for acc_data in accounts.get("accounts", {}).values():
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if ticker in acc_data.get("positions", {}):
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original_len = len(acc_data["positions"][ticker])
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acc_data["positions"][ticker] = [
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p for p in acc_data["positions"][ticker]
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if p.get("position_id") != position_id
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]
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if len(acc_data["positions"][ticker]) < original_len:
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if not acc_data["positions"][ticker]:
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del acc_data["positions"][ticker]
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_save_accounts(accounts)
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return True
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return False
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# ============== Recommendations ==============
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def get_recommendations(date: Optional[str] = None) -> list:
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"""List recommendations, optionally filtered by date."""
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RECOMMENDATIONS_DIR.mkdir(parents=True, exist_ok=True)
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if date:
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date_dir = RECOMMENDATIONS_DIR / date
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if not date_dir.exists():
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return []
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return [
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json.loads(f.read_text())
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for f in date_dir.glob("*.json")
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if f.suffix == ".json"
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]
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else:
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# Return most recent first
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all_recs = []
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for date_dir in sorted(RECOMMENDATIONS_DIR.iterdir(), reverse=True):
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if date_dir.is_dir() and date_dir.name.startswith("20"):
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for f in date_dir.glob("*.json"):
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if f.suffix == ".json":
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all_recs.append(json.loads(f.read_text()))
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return all_recs
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def get_recommendation(date: str, ticker: str) -> Optional[dict]:
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path = RECOMMENDATIONS_DIR / date / f"{ticker}.json"
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if not path.exists():
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return None
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return json.loads(path.read_text())
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def save_recommendation(date: str, ticker: str, data: dict):
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date_dir = RECOMMENDATIONS_DIR / date
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date_dir.mkdir(parents=True, exist_ok=True)
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(date_dir / f"{ticker}.json").write_text(json.dumps(data, ensure_ascii=False, indent=2))
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@ -15,9 +15,10 @@ from pathlib import Path
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from typing import Optional
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from contextlib import asynccontextmanager
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from fastapi import FastAPI, HTTPException, WebSocket, WebSocketDisconnect, Query
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from fastapi import FastAPI, HTTPException, WebSocket, WebSocketDisconnect, Query, UploadFile, File
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from fastapi.middleware.cors import CORSMiddleware
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from pydantic import BaseModel
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from fastapi.responses import Response
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# Path to TradingAgents repo root
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REPO_ROOT = Path(__file__).parent.parent.parent
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@ -566,6 +567,239 @@ async def get_report(ticker: str, date: str):
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return content
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# ============== Portfolio ==============
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import sys
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sys.path.insert(0, str(Path(__file__).parent.parent.parent))
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from api.portfolio import (
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get_watchlist, add_to_watchlist, remove_from_watchlist,
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get_positions, add_position, remove_position,
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get_accounts, create_account, delete_account,
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get_recommendations, get_recommendation, save_recommendation,
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RECOMMENDATIONS_DIR,
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)
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# --- Watchlist ---
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@app.get("/api/portfolio/watchlist")
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async def list_watchlist():
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return {"watchlist": get_watchlist()}
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@app.post("/api/portfolio/watchlist")
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async def create_watchlist_entry(body: dict):
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try:
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entry = add_to_watchlist(body["ticker"], body.get("name", body["ticker"]))
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return entry
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except ValueError as e:
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raise HTTPException(status_code=400, detail=str(e))
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@app.delete("/api/portfolio/watchlist/{ticker}")
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async def delete_watchlist_entry(ticker: str):
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if remove_from_watchlist(ticker):
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return {"ok": True}
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raise HTTPException(status_code=404, detail="Ticker not found in watchlist")
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# --- Accounts ---
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@app.get("/api/portfolio/accounts")
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async def list_accounts():
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accounts = get_accounts()
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return {"accounts": list(accounts.get("accounts", {}).keys())}
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@app.post("/api/portfolio/accounts")
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async def create_account_endpoint(body: dict):
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try:
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return create_account(body["account_name"])
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except ValueError as e:
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raise HTTPException(status_code=400, detail=str(e))
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@app.delete("/api/portfolio/accounts/{account_name}")
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async def delete_account_endpoint(account_name: str):
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if delete_account(account_name):
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return {"ok": True}
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raise HTTPException(status_code=404, detail="Account not found")
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# --- Positions ---
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@app.get("/api/portfolio/positions")
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async def list_positions(account: Optional[str] = Query(None)):
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return {"positions": get_positions(account)}
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@app.post("/api/portfolio/positions")
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async def create_position(body: dict):
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try:
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pos = add_position(
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ticker=body["ticker"],
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shares=body["shares"],
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cost_price=body["cost_price"],
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purchase_date=body.get("purchase_date"),
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notes=body.get("notes", ""),
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account=body.get("account", "默认账户"),
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)
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return pos
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except Exception as e:
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raise HTTPException(status_code=400, detail=str(e))
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@app.delete("/api/portfolio/positions/{ticker}")
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async def delete_position(ticker: str, position_id: Optional[str] = Query(None), account: Optional[str] = Query(None)):
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removed = remove_position(ticker, position_id or "", account)
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if removed:
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return {"ok": True}
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raise HTTPException(status_code=404, detail="Position not found")
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@app.get("/api/portfolio/positions/export")
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async def export_positions_csv(account: Optional[str] = Query(None)):
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positions = get_positions(account)
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import csv
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import io
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output = io.StringIO()
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writer = csv.DictWriter(output, fieldnames=["ticker", "shares", "cost_price", "purchase_date", "notes", "account"])
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writer.writeheader()
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for p in positions:
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writer.writerow({k: p[k] for k in ["ticker", "shares", "cost_price", "purchase_date", "notes", "account"]})
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return Response(content=output.getvalue(), media_type="text/csv", headers={"Content-Disposition": "attachment; filename=positions.csv"})
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# --- Recommendations ---
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@app.get("/api/portfolio/recommendations")
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async def list_recommendations(date: Optional[str] = Query(None)):
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return {"recommendations": get_recommendations(date)}
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@app.get("/api/portfolio/recommendations/{date}/{ticker}")
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async def get_recommendation_endpoint(date: str, ticker: str):
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rec = get_recommendation(date, ticker)
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if not rec:
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raise HTTPException(status_code=404, detail="Recommendation not found")
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return rec
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# --- Batch Analysis ---
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@app.post("/api/portfolio/analyze")
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async def start_portfolio_analysis():
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"""
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Trigger batch analysis for all watchlist tickers.
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Runs serially, streaming progress via WebSocket (task_id prefixed with 'port_').
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"""
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import uuid
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date = datetime.now().strftime("%Y-%m-%d")
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task_id = f"port_{date}_{uuid.uuid4().hex[:6]}"
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watchlist = get_watchlist()
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if not watchlist:
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raise HTTPException(status_code=400, detail="自选股为空，请先添加股票")
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total = len(watchlist)
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app.state.task_results[task_id] = {
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"task_id": task_id,
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"type": "portfolio",
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"status": "running",
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"total": total,
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"completed": 0,
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"failed": 0,
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"current_ticker": None,
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"results": [],
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"error": None,
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}
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api_key = os.environ.get("ANTHROPIC_API_KEY")
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if not api_key:
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raise HTTPException(status_code=500, detail="ANTHROPIC_API_KEY environment variable not set")
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await broadcast_progress(task_id, app.state.task_results[task_id])
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async def run_portfolio_analysis():
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try:
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for i, stock in enumerate(watchlist):
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ticker = stock["ticker"]
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app.state.task_results[task_id]["current_ticker"] = ticker
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app.state.task_results[task_id]["status"] = "running"
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app.state.task_results[task_id]["completed"] = i
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await broadcast_progress(task_id, app.state.task_results[task_id])
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try:
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# Run analysis in subprocess (reuse existing script pattern)
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script_path = Path(f"/tmp/analysis_{task_id}_{i}.py")
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script_content = ANALYSIS_SCRIPT_TEMPLATE
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script_path.write_text(script_content)
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clean_env = {k: v for k, v in os.environ.items()
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if not k.startswith(("PYTHON", "CONDA", "VIRTUAL"))}
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clean_env["ANTHROPIC_API_KEY"] = api_key
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clean_env["ANTHROPIC_BASE_URL"] = "https://api.minimaxi.com/anthropic"
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proc = await asyncio.create_subprocess_exec(
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str(ANALYSIS_PYTHON), str(script_path), ticker, date, str(REPO_ROOT),
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stdout=asyncio.subprocess.PIPE, stderr=asyncio.subprocess.PIPE,
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env=clean_env,
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)
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app.state.processes[task_id] = proc
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stdout, stderr = await proc.communicate()
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try:
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script_path.unlink()
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except Exception:
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pass
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if proc.returncode == 0:
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output = stdout.decode()
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decision = "HOLD"
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for line in output.splitlines():
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if line.startswith("ANALYSIS_COMPLETE:"):
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decision = line.split(":", 1)[1].strip()
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app.state.task_results[task_id]["completed"] = i + 1
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rec = {
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"ticker": ticker,
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"name": stock.get("name", ticker),
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"analysis_date": date,
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"decision": decision,
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||||
"created_at": datetime.now().isoformat(),
|
||||
}
|
||||
save_recommendation(date, ticker, rec)
|
||||
app.state.task_results[task_id]["results"].append(rec)
|
||||
else:
|
||||
app.state.task_results[task_id]["failed"] += 1
|
||||
|
||||
except Exception as e:
|
||||
app.state.task_results[task_id]["failed"] += 1
|
||||
|
||||
await broadcast_progress(task_id, app.state.task_results[task_id])
|
||||
|
||||
app.state.task_results[task_id]["status"] = "completed"
|
||||
app.state.task_results[task_id]["current_ticker"] = None
|
||||
_save_task_status(task_id, app.state.task_results[task_id])
|
||||
|
||||
except Exception as e:
|
||||
app.state.task_results[task_id]["status"] = "failed"
|
||||
app.state.task_results[task_id]["error"] = str(e)
|
||||
_save_task_status(task_id, app.state.task_results[task_id])
|
||||
|
||||
await broadcast_progress(task_id, app.state.task_results[task_id])
|
||||
|
||||
task = asyncio.create_task(run_portfolio_analysis())
|
||||
app.state.analysis_tasks[task_id] = task
|
||||
|
||||
return {
|
||||
"task_id": task_id,
|
||||
"total": total,
|
||||
"status": "running",
|
||||
}
|
||||
|
||||
|
||||
|
||||
@app.get("/")
|
||||
async def root():
|
||||
return {"message": "TradingAgents Web Dashboard API", "version": "0.1.0"}
|
||||
|
|
|
|||
|
|
@ -7,18 +7,21 @@ import {
|
|||
ClusterOutlined,
|
||||
MenuFoldOutlined,
|
||||
MenuUnfoldOutlined,
|
||||
WalletOutlined,
|
||||
} from '@ant-design/icons'
|
||||
|
||||
const ScreeningPanel = lazy(() => import('./pages/ScreeningPanel'))
|
||||
const AnalysisMonitor = lazy(() => import('./pages/AnalysisMonitor'))
|
||||
const ReportsViewer = lazy(() => import('./pages/ReportsViewer'))
|
||||
const BatchManager = lazy(() => import('./pages/BatchManager'))
|
||||
const PortfolioPanel = lazy(() => import('./pages/PortfolioPanel'))
|
||||
|
||||
const navItems = [
|
||||
{ path: '/', icon: <FundOutlined />, label: '筛选', key: '1' },
|
||||
{ path: '/monitor', icon: <MonitorOutlined />, label: '监控', key: '2' },
|
||||
{ path: '/reports', icon: <FileTextOutlined />, label: '报告', key: '3' },
|
||||
{ path: '/batch', icon: <ClusterOutlined />, label: '批量', key: '4' },
|
||||
{ path: '/portfolio', icon: <WalletOutlined />, label: '组合', key: '5' },
|
||||
]
|
||||
|
||||
function Layout({ children }) {
|
||||
|
|
@ -139,6 +142,7 @@ export default function App() {
|
|||
case '2': navigate('/monitor'); break
|
||||
case '3': navigate('/reports'); break
|
||||
case '4': navigate('/batch'); break
|
||||
case '5': navigate('/portfolio'); break
|
||||
default: break
|
||||
}
|
||||
}
|
||||
|
|
@ -158,6 +162,7 @@ export default function App() {
|
|||
<Route path="/monitor" element={<AnalysisMonitor />} />
|
||||
<Route path="/reports" element={<ReportsViewer />} />
|
||||
<Route path="/batch" element={<BatchManager />} />
|
||||
<Route path="/portfolio" element={<PortfolioPanel />} />
|
||||
</Routes>
|
||||
</Suspense>
|
||||
</Layout>
|
||||
|
|
|
|||
|
|
@ -0,0 +1,467 @@
|
|||
import { useState, useEffect, useCallback, useRef } from 'react'
|
||||
import {
|
||||
Table, Button, Input, Select, Space, Row, Col, Card, Progress, Result,
|
||||
message, Popconfirm, Modal, Tabs, Tag, Tooltip, Upload, Form, Typography,
|
||||
} from 'antd'
|
||||
import {
|
||||
PlusOutlined, DeleteOutlined, PlayCircleOutlined, UploadOutlined,
|
||||
DownloadOutlined, SyncOutlined, CheckCircleOutlined, CloseCircleOutlined,
|
||||
AccountBookOutlined,
|
||||
} from '@ant-design/icons'
|
||||
import { portfolioApi } from '../services/portfolioApi'
|
||||
|
||||
const { Text } = Typography
|
||||
|
||||
// ============== Helpers ==============
|
||||
|
||||
const formatMoney = (v) =>
|
||||
v == null ? '—' : `¥${v.toFixed(2)}`;
|
||||
|
||||
const formatPct = (v) =>
|
||||
v == null ? '—' : `${v >= 0 ? '+' : ''}${v.toFixed(2)}%`;
|
||||
|
||||
const DecisionBadge = ({ decision }) => {
|
||||
if (!decision) return null
|
||||
const cls = decision === 'BUY' ? 'badge-buy' : decision === 'SELL' ? 'badge-sell' : 'badge-hold'
|
||||
return <span className={cls}>{decision}</span>
|
||||
}
|
||||
|
||||
// ============== Tab 1: Watchlist ==============
|
||||
|
||||
function WatchlistTab() {
|
||||
const [data, setData] = useState([])
|
||||
const [loading, setLoading] = useState(true)
|
||||
const [addOpen, setAddOpen] = useState(false)
|
||||
const [form] = Form.useForm()
|
||||
|
||||
const fetch_ = useCallback(async () => {
|
||||
setLoading(true)
|
||||
try {
|
||||
const res = await portfolioApi.getWatchlist()
|
||||
setData(res.watchlist || [])
|
||||
} catch {
|
||||
message.error('加载失败')
|
||||
} finally {
|
||||
setLoading(false)
|
||||
}
|
||||
}, [])
|
||||
|
||||
useEffect(() => { fetch_() }, [fetch_])
|
||||
|
||||
const handleAdd = async (vals) => {
|
||||
try {
|
||||
await portfolioApi.addToWatchlist(vals.ticker, vals.name || vals.ticker)
|
||||
message.success('已添加')
|
||||
setAddOpen(false)
|
||||
form.resetFields()
|
||||
fetch_()
|
||||
} catch (e) {
|
||||
message.error(e.message)
|
||||
}
|
||||
}
|
||||
|
||||
const handleDelete = async (ticker) => {
|
||||
try {
|
||||
await portfolioApi.removeFromWatchlist(ticker)
|
||||
message.success('已移除')
|
||||
fetch_()
|
||||
} catch (e) {
|
||||
message.error(e.message)
|
||||
}
|
||||
}
|
||||
|
||||
const columns = [
|
||||
{ title: '代码', dataIndex: 'ticker', key: 'ticker', width: 120,
|
||||
render: t => <span className="text-data">{t}</span> },
|
||||
{ title: '名称', dataIndex: 'name', key: 'name', render: t => <span style={{ fontWeight: 500 }}>{t}</span> },
|
||||
{ title: '添加日期', dataIndex: 'added_at', key: 'added_at', width: 120 },
|
||||
{
|
||||
title: '操作', key: 'action', width: 100,
|
||||
render: (_, r) => (
|
||||
<Popconfirm title="确认移除？" onConfirm={() => handleDelete(r.ticker)} okText="确认" cancelText="取消">
|
||||
<Button size="small" danger icon={<DeleteOutlined />}>移除</Button>
|
||||
</Popconfirm>
|
||||
),
|
||||
},
|
||||
]
|
||||
|
||||
return (
|
||||
<div>
|
||||
<div className="card" style={{ marginBottom: 'var(--space-4)' }}>
|
||||
<div className="card-header">
|
||||
<div className="card-title">自选股列表</div>
|
||||
<Space>
|
||||
<Button icon={<PlusOutlined />} type="primary" onClick={() => setAddOpen(true)}>添加</Button>
|
||||
<Button icon={<SyncOutlined />} onClick={fetch_} loading={loading}>刷新</Button>
|
||||
</Space>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div className="card">
|
||||
<Table columns={columns} dataSource={data} rowKey="ticker" loading={loading} pagination={false} size="middle" />
|
||||
{data.length === 0 && !loading && (
|
||||
<div className="empty-state">
|
||||
<svg viewBox="0 0 24 24" fill="none" stroke="currentColor" strokeWidth="1.5">
|
||||
<path d="M12 2l3.09 6.26L22 9.27l-5 4.87 1.18 6.88L12 17.77l-6.18 3.25L7 14.14 2 9.27l6.91-1.01L12 2z"/>
|
||||
</svg>
|
||||
<div className="empty-state-title">暂无自选股</div>
|
||||
<div className="empty-state-description">点击上方"添加"将股票加入自选</div>
|
||||
</div>
|
||||
)}
|
||||
</div>
|
||||
|
||||
<Modal title="添加自选股" open={addOpen} onCancel={() => { setAddOpen(false); form.resetFields() }} footer={null}>
|
||||
<Form form={form} layout="vertical" onFinish={handleAdd}>
|
||||
<Form.Item name="ticker" label="股票代码" rules={[{ required: true, message: '请输入股票代码' }]}>
|
||||
<Input placeholder="如 300750.SZ" />
|
||||
</Form.Item>
|
||||
<Form.Item name="name" label="名称（可选）">
|
||||
<Input placeholder="如 宁德时代" />
|
||||
</Form.Item>
|
||||
<Button type="primary" htmlType="submit" block>添加</Button>
|
||||
</Form>
|
||||
</Modal>
|
||||
</div>
|
||||
)
|
||||
}
|
||||
|
||||
// ============== Tab 2: Positions ==============
|
||||
|
||||
function PositionsTab() {
|
||||
const [data, setData] = useState([])
|
||||
const [accounts, setAccounts] = useState(['默认账户'])
|
||||
const [account, setAccount] = useState(null)
|
||||
const [loading, setLoading] = useState(true)
|
||||
const [addOpen, setAddOpen] = useState(false)
|
||||
const [form] = Form.useForm()
|
||||
|
||||
const fetchPositions = useCallback(async () => {
|
||||
setLoading(true)
|
||||
try {
|
||||
const [posRes, accRes] = await Promise.all([
|
||||
portfolioApi.getPositions(account),
|
||||
portfolioApi.getAccounts(),
|
||||
])
|
||||
setData(posRes.positions || [])
|
||||
setAccounts(accRes.accounts || ['默认账户'])
|
||||
} catch {
|
||||
message.error('加载失败')
|
||||
} finally {
|
||||
setLoading(false)
|
||||
}
|
||||
}, [account])
|
||||
|
||||
useEffect(() => { fetchPositions() }, [fetchPositions])
|
||||
|
||||
const handleAdd = async (vals) => {
|
||||
try {
|
||||
await portfolioApi.addPosition({ ...vals, account: account || '默认账户' })
|
||||
message.success('已添加')
|
||||
setAddOpen(false)
|
||||
form.resetFields()
|
||||
fetchPositions()
|
||||
} catch (e) {
|
||||
message.error(e.message)
|
||||
}
|
||||
}
|
||||
|
||||
const handleDelete = async (ticker, positionId) => {
|
||||
try {
|
||||
await portfolioApi.removePosition(ticker, positionId, account)
|
||||
message.success('已移除')
|
||||
fetchPositions()
|
||||
} catch (e) {
|
||||
message.error(e.message)
|
||||
}
|
||||
}
|
||||
|
||||
const handleExport = async () => {
|
||||
try {
|
||||
const blob = await portfolioApi.exportPositions(account)
|
||||
const url = URL.createObjectURL(blob)
|
||||
const a = document.createElement('a')
|
||||
a.href = url; a.download = 'positions.csv'; a.click()
|
||||
URL.revokeObjectURL(url)
|
||||
} catch (e) {
|
||||
message.error(e.message)
|
||||
}
|
||||
}
|
||||
|
||||
const totalPnl = data.reduce((s, p) => s + (p.unrealized_pnl || 0), 0)
|
||||
|
||||
const columns = [
|
||||
{ title: '代码', dataIndex: 'ticker', key: 'ticker', width: 110,
|
||||
render: t => <span className="text-data">{t}</span> },
|
||||
{ title: '账户', dataIndex: 'account', key: 'account', width: 100 },
|
||||
{ title: '数量', dataIndex: 'shares', key: 'shares', align: 'right', width: 80,
|
||||
render: v => <span className="text-data">{v}</span> },
|
||||
{ title: '成本价', dataIndex: 'cost_price', key: 'cost_price', align: 'right', width: 90,
|
||||
render: v => <span className="text-data">{formatMoney(v)}</span> },
|
||||
{ title: '现价', dataIndex: 'current_price', key: 'current_price', align: 'right', width: 90,
|
||||
render: v => <span className="text-data">{formatMoney(v)}</span> },
|
||||
{
|
||||
title: '浮亏浮盈',
|
||||
key: 'pnl',
|
||||
align: 'right',
|
||||
width: 110,
|
||||
render: (_, r) => {
|
||||
const pnl = r.unrealized_pnl
|
||||
const pct = r.unrealized_pnl_pct
|
||||
const color = pnl == null ? undefined : pnl >= 0 ? 'var(--color-buy)' : 'var(--color-sell)'
|
||||
return (
|
||||
<span className="text-data" style={{ color }}>
|
||||
{pnl == null ? '—' : `${pnl >= 0 ? '+' : ''}${formatMoney(pnl)}`}
|
||||
<br />
|
||||
<span style={{ fontSize: 11 }}>{pct == null ? '' : formatPct(pct)}</span>
|
||||
</span>
|
||||
)
|
||||
},
|
||||
},
|
||||
{
|
||||
title: '买入日期',
|
||||
dataIndex: 'purchase_date',
|
||||
key: 'purchase_date',
|
||||
width: 100,
|
||||
},
|
||||
{
|
||||
title: '操作', key: 'action', width: 80,
|
||||
render: (_, r) => (
|
||||
<Popconfirm title="确认平仓？" onConfirm={() => handleDelete(r.ticker, r.position_id)} okText="确认" cancelText="取消">
|
||||
<Button size="small" danger icon={<DeleteOutlined />}>平仓</Button>
|
||||
</Popconfirm>
|
||||
),
|
||||
},
|
||||
]
|
||||
|
||||
return (
|
||||
<div>
|
||||
<Row gutter={16} style={{ marginBottom: 'var(--space-4)' }}>
|
||||
<Col xs={24} sm={12}>
|
||||
<div className="card">
|
||||
<div className="text-caption">账户</div>
|
||||
<Select
|
||||
value={account || '全部'}
|
||||
onChange={v => setAccount(v === '全部' ? null : v)}
|
||||
style={{ width: '100%' }}
|
||||
options={[{ value: '全部', label: '全部账户' }, ...accounts.map(a => ({ value: a, label: a }))]}
|
||||
/>
|
||||
</div>
|
||||
</Col>
|
||||
<Col xs={24} sm={12}>
|
||||
<div className="card">
|
||||
<div className="text-caption">总浮亏浮盈</div>
|
||||
<div className="text-data" style={{ fontSize: 28, fontWeight: 600, color: totalPnl >= 0 ? 'var(--color-buy)' : 'var(--color-sell)' }}>
|
||||
{formatMoney(totalPnl)}
|
||||
</div>
|
||||
</div>
|
||||
</Col>
|
||||
</Row>
|
||||
|
||||
<div className="card" style={{ marginBottom: 'var(--space-4)' }}>
|
||||
<div className="card-header">
|
||||
<div className="card-title">持仓记录</div>
|
||||
<Space>
|
||||
<Button icon={<DownloadOutlined />} onClick={handleExport}>导出</Button>
|
||||
<Button icon={<PlusOutlined />} type="primary" onClick={() => setAddOpen(true)}>添加持仓</Button>
|
||||
<Button icon={<SyncOutlined />} onClick={fetchPositions} loading={loading}>刷新</Button>
|
||||
</Space>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div className="card">
|
||||
<Table columns={columns} dataSource={data} rowKey="position_id" loading={loading} pagination={false} size="middle" scroll={{ x: 700 }} />
|
||||
{data.length === 0 && !loading && (
|
||||
<div className="empty-state">
|
||||
<AccountBookOutlined style={{ fontSize: 40, color: 'rgba(0,0,0,0.2)' }} />
|
||||
<div className="empty-state-title">暂无持仓</div>
|
||||
<div className="empty-state-description">点击"添加持仓"录入您的股票仓位</div>
|
||||
</div>
|
||||
)}
|
||||
</div>
|
||||
|
||||
<Modal title="添加持仓" open={addOpen} onCancel={() => { setAddOpen(false); form.resetFields() }} footer={null}>
|
||||
<Form form={form} layout="vertical" onFinish={handleAdd}>
|
||||
<Form.Item name="ticker" label="股票代码" rules={[{ required: true, message: '请输入' }]}>
|
||||
<Input placeholder="300750.SZ" />
|
||||
</Form.Item>
|
||||
<Form.Item name="shares" label="数量" rules={[{ required: true, message: '请输入' }]}>
|
||||
<Input type="number" placeholder="100" />
|
||||
</Form.Item>
|
||||
<Form.Item name="cost_price" label="成本价" rules={[{ required: true, message: '请输入' }]}>
|
||||
<Input type="number" placeholder="180.50" />
|
||||
</Form.Item>
|
||||
<Form.Item name="purchase_date" label="买入日期">
|
||||
<Input placeholder="2026-01-15" />
|
||||
</Form.Item>
|
||||
<Form.Item name="notes" label="备注">
|
||||
<Input.TextArea placeholder="可选备注" />
|
||||
</Form.Item>
|
||||
<Button type="primary" htmlType="submit" block>添加</Button>
|
||||
</Form>
|
||||
</Modal>
|
||||
</div>
|
||||
)
|
||||
}
|
||||
|
||||
// ============== Tab 3: Recommendations ==============
|
||||
|
||||
function RecommendationsTab() {
|
||||
const [data, setData] = useState([])
|
||||
const [loading, setLoading] = useState(true)
|
||||
const [analyzing, setAnalyzing] = useState(false)
|
||||
const [taskId, setTaskId] = useState(null)
|
||||
const [wsConnected, setWsConnected] = useState(false)
|
||||
const [progress, setProgress] = useState(null)
|
||||
const [selectedDate, setSelectedDate] = useState(null)
|
||||
const [dates, setDates] = useState([])
|
||||
const wsRef = useRef(null)
|
||||
|
||||
const fetchRecs = useCallback(async (date) => {
|
||||
setLoading(true)
|
||||
try {
|
||||
const res = await portfolioApi.getRecommendations(date)
|
||||
setData(res.recommendations || [])
|
||||
if (!date) {
|
||||
const d = [...new Set((res.recommendations || []).map(r => r.analysis_date))].sort().reverse()
|
||||
setDates(d)
|
||||
}
|
||||
} catch {
|
||||
message.error('加载失败')
|
||||
} finally {
|
||||
setLoading(false)
|
||||
}
|
||||
}, [])
|
||||
|
||||
useEffect(() => { fetchRecs(selectedDate) }, [fetchRecs, selectedDate])
|
||||
|
||||
const connectWs = useCallback((tid) => {
|
||||
if (wsRef.current) wsRef.current.close()
|
||||
const protocol = window.location.protocol === 'https:' ? 'wss:' : 'ws:'
|
||||
const host = window.location.host
|
||||
const ws = new WebSocket(`${protocol}//${host}/ws/analysis/${tid}`)
|
||||
ws.onopen = () => setWsConnected(true)
|
||||
ws.onmessage = (e) => {
|
||||
const d = JSON.parse(e.data)
|
||||
if (d.type === 'progress') setProgress(d)
|
||||
}
|
||||
ws.onclose = () => setWsConnected(false)
|
||||
wsRef.current = ws
|
||||
}, [])
|
||||
|
||||
const handleAnalyze = async () => {
|
||||
try {
|
||||
const res = await portfolioApi.startAnalysis()
|
||||
setTaskId(res.task_id)
|
||||
setAnalyzing(true)
|
||||
setProgress({ completed: 0, total: res.total, status: 'running' })
|
||||
connectWs(res.task_id)
|
||||
message.info('开始批量分析...')
|
||||
} catch (e) {
|
||||
message.error(e.message)
|
||||
}
|
||||
}
|
||||
|
||||
useEffect(() => {
|
||||
if (progress?.status === 'completed' || progress?.status === 'failed') {
|
||||
setAnalyzing(false)
|
||||
setTaskId(null)
|
||||
setProgress(null)
|
||||
fetchRecs(selectedDate)
|
||||
}
|
||||
}, [progress?.status])
|
||||
|
||||
useEffect(() => () => { if (wsRef.current) wsRef.current.close() }, [])
|
||||
|
||||
const columns = [
|
||||
{ title: '代码', dataIndex: 'ticker', key: 'ticker', width: 110,
|
||||
render: t => <span className="text-data">{t}</span> },
|
||||
{ title: '名称', dataIndex: 'name', key: 'name', render: t => <span style={{ fontWeight: 500 }}>{t}</span> },
|
||||
{
|
||||
title: '决策', dataIndex: 'decision', key: 'decision', width: 80,
|
||||
render: d => <DecisionBadge decision={d} />,
|
||||
},
|
||||
{ title: '分析日期', dataIndex: 'analysis_date', key: 'analysis_date', width: 120 },
|
||||
]
|
||||
|
||||
return (
|
||||
<div>
|
||||
{/* Analysis card */}
|
||||
<div className="card" style={{ marginBottom: 'var(--space-4)' }}>
|
||||
<div className="card-header">
|
||||
<div className="card-title">今日建议</div>
|
||||
<Space>
|
||||
{analyzing && progress && (
|
||||
<span className="text-caption">
|
||||
{wsConnected ? '🟢' : '🔴'}
|
||||
{progress.completed || 0} / {progress.total || 0}
|
||||
</span>
|
||||
)}
|
||||
<Button
|
||||
type="primary"
|
||||
icon={<PlayCircleOutlined />}
|
||||
onClick={handleAnalyze}
|
||||
loading={analyzing}
|
||||
disabled={analyzing}
|
||||
>
|
||||
{analyzing ? '分析中...' : '生成今日建议'}
|
||||
</Button>
|
||||
</Space>
|
||||
</div>
|
||||
{analyzing && progress && (
|
||||
<Progress
|
||||
percent={Math.round(((progress.completed || 0) / (progress.total || 1)) * 100)}
|
||||
status="active"
|
||||
strokeColor="var(--color-apple-blue)"
|
||||
/>
|
||||
)}
|
||||
</div>
|
||||
|
||||
{/* Date filter */}
|
||||
<div className="card" style={{ marginBottom: 'var(--space-4)' }}>
|
||||
<Select
|
||||
allowClear
|
||||
placeholder="筛选日期"
|
||||
style={{ width: 200 }}
|
||||
value={selectedDate}
|
||||
onChange={setSelectedDate}
|
||||
options={dates.map(d => ({ value: d, label: d }))}
|
||||
/>
|
||||
</div>
|
||||
|
||||
{/* Recommendations list */}
|
||||
<div className="card">
|
||||
<Table columns={columns} dataSource={data} rowKey="ticker" loading={loading} pagination={{ pageSize: 10 }} size="middle" />
|
||||
{data.length === 0 && !loading && (
|
||||
<div className="empty-state">
|
||||
<svg viewBox="0 0 24 24" fill="none" stroke="currentColor" strokeWidth="1.5">
|
||||
<path d="M9 5H7a2 2 0 00-2 2v12a2 2 0 002 2h10a2 2 0 002-2V7a2 2 0 00-2-2h-2M9 5a2 2 0 002 2h2a2 2 0 002-2M9 5a2 2 0 012-2h2a2 2 0 012 2"/>
|
||||
</svg>
|
||||
<div className="empty-state-title">暂无建议</div>
|
||||
<div className="empty-state-description">点击上方"生成今日建议"开始批量分析</div>
|
||||
</div>
|
||||
)}
|
||||
</div>
|
||||
</div>
|
||||
)
|
||||
}
|
||||
|
||||
// ============== Main ==============
|
||||
|
||||
export default function PortfolioPanel() {
|
||||
const [activeTab, setActiveTab] = useState('watchlist')
|
||||
|
||||
const items = [
|
||||
{ key: 'watchlist', label: '自选股', children: <WatchlistTab /> },
|
||||
{ key: 'positions', label: '持仓', children: <PositionsTab /> },
|
||||
{ key: 'recommendations', label: '今日建议', children: <RecommendationsTab /> },
|
||||
]
|
||||
|
||||
return (
|
||||
<Tabs
|
||||
activeKey={activeTab}
|
||||
onChange={setActiveTab}
|
||||
items={items}
|
||||
size="large"
|
||||
/>
|
||||
)
|
||||
}
|
||||
|
|
@ -0,0 +1,50 @@
|
|||
const BASE = '/api/portfolio';
|
||||
|
||||
async function req(method, path, body) {
|
||||
const opts = {
|
||||
method,
|
||||
headers: { 'Content-Type': 'application/json' },
|
||||
};
|
||||
if (body !== undefined) opts.body = JSON.stringify(body);
|
||||
const res = await fetch(`${BASE}${path}`, opts);
|
||||
if (!res.ok) {
|
||||
const err = await res.json().catch(() => ({}));
|
||||
throw new Error(err.detail || `请求失败: ${res.status}`);
|
||||
}
|
||||
if (res.status === 204) return null;
|
||||
return res.json();
|
||||
}
|
||||
|
||||
export const portfolioApi = {
|
||||
// Watchlist
|
||||
getWatchlist: () => req('GET', '/watchlist'),
|
||||
addToWatchlist: (ticker, name) => req('POST', '/watchlist', { ticker, name }),
|
||||
removeFromWatchlist: (ticker) => req('DELETE', `/watchlist/${ticker}`),
|
||||
|
||||
// Accounts
|
||||
getAccounts: () => req('GET', '/accounts'),
|
||||
createAccount: (name) => req('POST', '/accounts', { account_name: name }),
|
||||
deleteAccount: (name) => req('DELETE', `/accounts/${name}`),
|
||||
|
||||
// Positions
|
||||
getPositions: (account) => req('GET', `/positions${account ? `?account=${encodeURIComponent(account)}` : ''}`),
|
||||
addPosition: (data) => req('POST', '/positions', data),
|
||||
removePosition: (ticker, positionId, account) => {
|
||||
const params = new URLSearchParams({ ticker });
|
||||
if (positionId) params.set('position_id', positionId);
|
||||
if (account) params.set('account', account);
|
||||
return req('DELETE', `/positions/${ticker}?${params}`);
|
||||
},
|
||||
exportPositions: (account) => {
|
||||
const url = `${BASE}/positions/export${account ? `?account=${encodeURIComponent(account)}` : ''}`;
|
||||
return fetch(url).then(r => r.blob());
|
||||
},
|
||||
|
||||
// Recommendations
|
||||
getRecommendations: (date) =>
|
||||
req('GET', `/recommendations${date ? `?date=${date}` : ''}`),
|
||||
getRecommendation: (date, ticker) => req('GET', `/recommendations/${date}/${ticker}`),
|
||||
|
||||
// Batch analysis
|
||||
startAnalysis: () => req('POST', '/analyze'),
|
||||
};
|
||||
Loading…
Reference in New Issue