stock-bottom-volume-analysis

name	stock_bottom_volume_analysis
description	Use this standalone stock strategy skill for 底部放量 (bottom_volume) analysis. Accept one or more A-share stock codes, Chinese stock names, US stock tickers, or Hong Kong stock codes, collect market/news data, and produce a Codex-readable Markdown report focused on the 底部放量 strategy. Source strategy: ~/daily_stock_analysis/strategies/bottom_volume.yaml.

底部放量 Stock Analysis Skill

This skill is a strategy-specific variant of stock_ai_analysis. It uses the same bundled analyzer structure. User config, generated prompts, reports, and final reports for this strategy live under:

~/.stock_analysis/bottom_volume/

Downloaded market-data caches are shared across strategies under ~/.stock_analysis/cache/ so users do not need to fetch the same data repeatedly.

Strategy Source

• Source file: ~/daily_stock_analysis/strategies/bottom_volume.yaml
• Strategy id: bottom_volume
• Display name: 底部放量
• Category: reversal
• Aliases: 地量见底, 底部放量
• Required source tools: get_daily_history, analyze_trend
• Summary: 检测长期下跌后底部放量信号，潜在趋势反转信号。

Workflow

1. Work only inside this skill directory. Do not import, inspect, or depend on files outside it during normal analysis.
2. The script creates and reads user config at ~/.stock_analysis/bottom_volume/.env. Always run config check first:

python scripts/analyze.py --check-config

3. First-run hard rule: if --check-config shows CONFIG_CREATED: yes, explicitly tell the user initialization config is required before any analysis. Do not run --stocks in the same turn.
4. Incomplete-config hard rule: if required capability keys are missing for the user request, stop and ask the user to complete configuration using references/configuration.md before running analysis. Never run partial/incomplete analysis.
5. Ask for stock codes, names, or tickers if not supplied. Accept 600487, 北方华创, AAPL, 00700.HK, or mixed input like 北方华创,600487,AAPL,00700.HK.
6. Only after configuration is complete, run analysis:

python scripts/analyze.py --stocks <codes>

Use --no-llm for data-only smoke runs. Use --send-email only after the user confirms email delivery. Use --no-email for validation runs when EMAIL_ENABLED=true.

7. Open the latest prompt files under ~/.stock_analysis/bottom_volume/prompts/, use the current Codex agent to generate the final analysis, and write that analysis to a Markdown file under ~/.stock_analysis/bottom_volume/final_reports/.
8. The final analysis must apply the strategy rules below. Do not return a generic stock report when this skill is invoked.
9. Send email only from a finalized current-agent report:

python scripts/analyze.py --send-final-report ~/.stock_analysis/bottom_volume/final_reports/<report>.md

If a generated base report exists, merge the final analysis back into the original report before sending:

python scripts/analyze.py --send-final-report ~/.stock_analysis/bottom_volume/final_reports/<report>.md --base-report ~/.stock_analysis/bottom_volume/reports/<base_report>.md

Strategy Rules

底部放量（Bottom Volume Surge Strategy）

反转判定标准：

1. 持续下跌确认：

   • 使用 get_daily_history（30日）。
   • 股价从 20 日高点到近期低点跌幅 > 15%。
   • analyze_trend → trend_status 应为 BEAR 或 STRONG_BEAR。

2. 量能异动：

   • 当日成交量 > 5 日均量的 3 倍。
   • 使用 get_realtime_quote → volume_ratio > 3.0。
   • 该异动应出现在前期极度缩量之后。

3. 价格企稳：

   • 当日K线收阳（收盘价 > 开盘价）。
   • 价格守住近期低点。
   • 最好出现长下影线，显示买方支撑。

4. 确认因素（关联理念5：风险排查）：

   • 通过 search_stock_news 确认是否有基本面催化。
   • 筹码分布：平均成本接近现价（成本收敛）。

5. 风险提示（关联理念2：趋势交易）：

   • 这是反转信号，风险高于趋势跟踪。
   • 仓位建议较小（最多 2-3 成）。
   • 止损必须严格（设在近期低点下方）。

评分调整：

• 底部放量确认：sentiment_score +8
• 配合阳线 + 新闻催化：额外 +5
• 在 buy_reason 和 pattern_analysis 中注明"底部放量"。
• 止损设在近期低点。

Guardrails

• Never print real API keys, passwords, webhook URLs, or tokens.
• Ask before overwriting an existing ~/.stock_analysis/bottom_volume/.env value.
• Ask before sending email. Do not enable EMAIL_ENABLED=true unless the user explicitly wants automatic delivery.
• Do not block the user on optional keys. Offer a skip path and explain the consequence.
• Required-capability keys are not optional. If missing, stop and ask for config instead of running degraded analysis.
• First run always requires an explicit initialization prompt to the user before analysis.
• Never run partial or incomplete functionality; this is mandatory.
• Explain failures by impact: blocking, fallback succeeded, or data-quality degradation.
• Do not call local Hermes or other local agent CLIs from this skill. The current Codex agent is responsible for reading generated prompt files and writing the final analysis.
• Reports and emails must contain the strategy analysis result, not raw prompt context.

Bundled Resources

• scripts/analyze.py: deterministic entry point.
• scripts/stock_agent/: self-contained helper functions for config, data, search, LLM, and report rendering.
• scripts/stock_agent/data.py: strategy-local data extraction code that reuses the shared ~/.stock_analysis/cache/ directory to avoid duplicate downloads across strategies.
• assets/env.example: template copied to ~/.stock_analysis/bottom_volume/.env on first run.
• requirements.txt: Python dependency list.
• references/configuration.md: API-key setup details for this strategy folder.
• references/reporting.md: report and interface-status interpretation.