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模拟交易 — 下单买卖、持仓管理、成交查询、账户状态、资金快照。在 QuantBot / Claude Code 中执行模拟交易、下单、查询持仓、查看账户、管理交易记录时使用。触发词：模拟交易、模拟下单、买入股票、卖出股票、查持仓、查账户、模拟账户、交易记录、下单、撤单
기본적으로 소스를 먼저 확인하는 Prompt가 선택됩니다. 직접 명령으로 전환하거나 로컬 사본을 다운로드할 수도 있습니다.
설치 여부를 결정하기 전에 SKILL.md와 SkillsMP에 표시된 보조 파일을 읽어 보세요.
Codex 또는 Claude로 설치 이 Prompt를 복사해 Codex, Claude 또는 다른 어시스턴트에 붙여 넣으면 Skill 페이지를 검토하고 설치를 진행할 수 있습니다.
직접 명령은 검토 Prompt를 거치지 않습니다. 실행하기 전에 소스를 확인하세요.
npx skills add https://github.com/qusong0627/QuantMind --skill simulation-trading명령은 한 줄로 유지됩니다. 복사하기 전에 가로로 스크롤해 전체 내용을 확인하세요.
로컬 사본을 원하시나요? SkillsMP에서 현재 제공할 수 있는 파일을 다운로드하세요.
SKILL.md 표시 중
模型训练-推理-组合回测-专业报告 全流程 — 提交T+N周期模型训练、批量推理全年、自定义组合策略回测(分数阈值+大盘MA+止损)、导出研报级MD+PDF报告。在 QuantBot / Claude Code 中训练模型、推理历史、回测策略、对比T+N周期、出专业分析报告时使用。触发词：训练模型、推理全年、回测策略、T+3、T+5、周期对比、止损、大盘过滤、出报告、效益分析
QuantDB 字段单位速查手册 — 全部数据集实测验证的单位、口径与陷阱（个股 volume=股/amount=万元、指数 volume=手、technical % vs l1 小数、dividend_rate 百分数、PG 前缀 symbol）。用 QuantDB 数据做分析/回测/报告、判断成交量/成交额/股息率/换手率单位、排查数据口径不一致时使用。触发词：字段单位、成交量单位、成交额单位、股还是手、万元、股息率、数据口径
A股每日复盘 — 基于 QuantDB 本地数据的盘后固定复盘：指数、涨跌结构与涨停梯队、量能、行业/概念轮动、资金面、情绪面、个股榜、自选复盘、昨日复盘回顾。用户说「复盘」「每日复盘」「复盘某天」时使用：跑脚本取数 → 按模板写复盘报告 → 转 PDF → 落盘股票报告目录 → 聊天回复速览。触发词：复盘、每日复盘、今日复盘、盘后复盘、复盘20260814
SOC 직업 분류 기준
| name | simulation-trading |
| description | 模拟交易 — 下单买卖、持仓管理、成交查询、账户状态、资金快照。在 QuantBot / Claude Code 中执行模拟交易、下单、查询持仓、查看账户、管理交易记录时使用。触发词：模拟交易、模拟下单、买入股票、卖出股票、查持仓、查账户、模拟账户、交易记录、下单、撤单 |
QuantMind 模拟交易（纸面交易）完整操作：下单、持仓、成交、账户、资金快照、模拟盘启动。默认模拟资金 100 万，不影响实盘。
localStorage['qm:trading_mode_pref']，默认模拟盘（simulation）。GET /api/v1/real-trading/status 返回的 mode + 前端分流——SIMULATION 调 /simulation/account，REAL 调 /account。POST /api/v1/real-trading/start 接收 trading_mode=SIMULATION/REAL；实盘需 ENABLE_REAL_TRADING=true 环境变量。/api/v1/real-trading/trading-precheck 返回信号就绪/交易权限（可交易/观察态/阻断）。# 检查交易就绪（启动前必查）
curl -s -H "$AUTH" "$BASE/api/v1/real-trading/trading-precheck"
# 返回: {passed, items:[{key,passed,detail}], signal_readiness, trading_permission}
BASE=http://127.0.0.1:8000
TOKEN=$(curl -s -X POST $BASE/api/v1/auth/login -H "Content-Type: application/json" \
-d '{"username":"admin","password":"admin123","tenant_id":"default"}' \
| python3 -c "import sys,json; print(json.load(sys.stdin).get('access_token',''))")
AUTH="Authorization: Bearer $TOKEN"
CT="Content-Type: application/json"
curl -s -H "$AUTH" "$BASE/api/v1/simulation/account"
# 返回: {cash, total_asset, market_value, positions, initial_equity, ...}
# 默认现金 100 万，positions 为当前持仓
curl -s -H "$AUTH" "$BASE/api/v1/simulation/settings"
curl -s -X POST -H "$AUTH" "$BASE/api/v1/simulation/reset"
# 手动捕获资金快照
curl -s -X POST -H "$AUTH" "$BASE/api/v1/simulation/snapshots/capture"
# 每日资金快照（总资产/现金/市值序列）
curl -s -H "$AUTH" "$BASE/api/v1/simulation/snapshots/daily"
curl -s -X POST -H "$AUTH" -H "$CT" "$BASE/api/v1/simulation/orders" \
-d '{
"symbol": "600519.SH",
"side": "buy", # buy / sell
"order_type": "market", # market / limit
"quantity": 100,
"price": null, # 限价单必填，市价单可空
"remarks": "AI策略买入"
}'
参数：
| 字段 | 说明 |
|---|---|
symbol | 股票代码（600519.SH / SH600519） |
side | buy / sell |
order_type | market（市价）/ limit（限价） |
quantity | 数量（股） |
price | 限价单必填，市价单可空 |
remarks | 备注（可选） |
返回：order_id + 订单状态（pending/filled/...）
curl -s -X POST -H "$AUTH" -H "$CT" "$BASE/api/v1/simulation/orders/{order_id}/cancel" \
-d '{"reason":"手动撤单"}'
curl -s -H "$AUTH" "$BASE/api/v1/simulation/orders"
# 返回: [{order_id, symbol, side, order_type, quantity, status, ...}]
curl -s -H "$AUTH" "$BASE/api/v1/simulation/orders/{order_id}"
curl -s -H "$AUTH" "$BASE/api/v1/simulation/trades"
# 返回: [{trade_id, symbol, side, quantity, price, ...}]
curl -s -H "$AUTH" "$BASE/api/v1/simulation/trades/{trade_id}"
curl -s -H "$AUTH" "$BASE/api/v1/simulation/trades/stats/summary"
# 返回: 盈亏/胜率/交易次数等统计
模拟盘生命周期：策略绑定 → 预检查 → 启动 → 持仓跟踪 → 停止。
# 策略绑定到组合（策略信号 → 下单）
curl -s -X POST -H "$AUTH" -H "$CT" "$BASE/api/v1/portfolios/{portfolio_id}/bind-strategy" \
-d '{"strategy_id":"strategy_xxx","model_id":"mdl_cn_xxx"}'
# 交易预检查（信号就绪 / 资金 / 风控）
curl -s -H "$AUTH" "$BASE/api/v1/real-trading/trading-precheck"
# 启动模拟盘
curl -s -X POST -H "$AUTH" -H "$CT" "$BASE/api/v1/real-trading/start" \
-d '{"portfolio_id":"xxx","strategy_id":"strategy_xxx"}'
# 停止模拟盘
curl -s -X POST -H "$AUTH" -H "$CT" "$BASE/api/v1/real-trading/stop"
# 运行状态 / 日志 / 订单 / 历史
curl -s -H "$AUTH" "$BASE/api/v1/real-trading/status"
curl -s -H "$AUTH" "$BASE/api/v1/real-trading/logs"
curl -s -H "$AUTH" "$BASE/api/v1/real-trading/orders"
curl -s -H "$AUTH" "$BASE/api/v1/real-trading/history"
组合（Portfolio）管理：
# 创建/列表组合
curl -s -X POST -H "$AUTH" -H "$CT" "$BASE/api/v1/portfolios" -d '{"name":"我的组合","initial_capital":1000000}'
curl -s -H "$AUTH" "$BASE/api/v1/portfolios"
# 组合详情/分布/绩效
curl -s -H "$AUTH" "$BASE/api/v1/portfolios/{id}"
curl -s -H "$AUTH" "$BASE/api/v1/portfolios/{id}/distribution"
curl -s -H "$AUTH" "$BASE/api/v1/portfolios/{id}/performance"
# 结算/快照/同步
curl -s -X POST -H "$AUTH" "$BASE/api/v1/portfolios/{id}/settlement"
curl -s -X POST -H "$AUTH" "$BASE/api/v1/portfolios/{id}/snapshot"
curl -s -X POST -H "$AUTH" "$BASE/api/v1/portfolios/{id}/sync-status"
持仓管理：
# 组合持仓
curl -s -H "$AUTH" "$BASE/api/v1/portfolios/{id}/positions"
curl -s -X POST -H "$AUTH" -H "$CT" "$BASE/api/v1/portfolios/{id}/positions" -d '{"symbol":"600519.SH","quantity":100}'
# 调整/清仓/更新价格
curl -s -X POST -H "$AUTH" -H "$CT" "$BASE/api/v1/portfolios/{id}/adjust"
curl -s -X POST -H "$AUTH" -H "$CT" "$BASE/api/v1/portfolios/{id}/close"
curl -s -X PUT -H "$AUTH" -H "$CT" "$BASE/api/v1/positions/{position_id}/price" -d '{"price":1500.0}'
当用户要求"模拟交易/买入/卖出"时：
/simulation/account 看现金和持仓/simulation/orders POST（市价/限价）/simulation/orders/{order_id} 查状态/simulation/account 看更新后的 positions/simulation/trades/stats/summary 看收益当用户要求"启动模拟盘 / 跑实盘模拟"时：
/portfolios POST 创建/portfolios/{id}/bind-strategy（strategy_id + model_id）/real-trading/trading-precheck 确认信号就绪/real-trading/start/real-trading/status + /simulation/account/real-trading/stop| 现象 | 处理 |
|---|---|
| 买入资金不足 | 查 account cash，减仓或调小 quantity |
| 卖出无持仓 | 查 account positions 确认持有 |
| 限价单未成交 | 价格远离现价，改市价或调价 |
| 想重置 | /simulation/reset 恢复 100 万初始资金 |
| 模拟盘启动失败 | 查 /real-trading/trading-precheck 看信号就绪状态 |
| 策略信号未生成 | 确认模型已推理（见 [[quantmind-operations]]） |