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Create a detailed trading plan based on stock analysis, portfolio status, and user preferences.
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Based on SOC occupation classification
Analyze overall market sentiment, sector trends, and identify hot topics and stocks.
Analyze individual stocks, providing technical, fundamental, and sentiment analysis along with trading recommendations.
Analyze the results of executed trades to evaluate performance and extract lessons.
Verify if a trading plan complies with user-defined risk limits such as position size and stop-loss levels.
Collect market data, technical indicators, news, KOL views, and option data for financial analysis.
Execute a trading plan with safety checks, confirmation verification, and rollback capabilities.
| name | createTradingPlan |
| description | Create a detailed trading plan based on stock analysis, portfolio status, and user preferences. |
基于股票分析和风险控制创建详细的交易计划。
interface CreateTradingPlanInput {
stockAnalysis: StockAnalysis; // 股票分析结果
userPortfolio: UserPortfolio; // 当前投资组合
userPreference: UserPreference; // 用户偏好
memoryIds?: string[]; // 要引用的相关记忆
}
interface CreateTradingPlanOutput {
id: string;
timestamp: Date;
ticker: string;
action: 'buy' | 'sell' | 'day_trade';
execution: {
orderType: 'market' | 'limit' | 'stop';
price?: number;
quantity: number;
timing: 'immediate' | 'conditional';
condition?: string;
};
riskControls: {
stopLoss: number;
takeProfit: number;
maxLoss: number;
positionSize: number;
};
reasoning: string;
analysisId: string;
memoryIds: string[];
status: 'pending' | 'approved' | 'rejected' | 'executed' | 'user_confirmed';
statusHistory: Array<{
status: string;
timestamp: Date;
reason?: string;
}>;
}
INVALID_ANALYSIS: 股票分析无效INSUFFICIENT_FUNDS: 资金不足，无法交易RISK_LIMIT_EXCEEDED: 交易超出风险限制PRINCIPLE_VIOLATION: 交易违反投资原则