shadow-trading-dashboard

---

name: shadow-trading-dashboard description: Manage Steven's A-share shadow trading dashboard. Triggers on: (1) "影子盘看板", "交易看板", "持仓状况", (2) placing or updating a simulated trade (buy/sell/止损/止盈), (3) updating positions or equity data, (4) reviewing trade history or P&L. Reads and writes to the shadow trading system under trade/.

Shadow Trading Dashboard

Dashboard Location

trade/dashboard/index.html — 影子盘看板主文件，双击用浏览器打开

Core Data Files

File	Purpose
trade/dashboard/index.html	Dashboard HTML
trade/dashboard_data/metrics.json	KPI metrics
trade/dashboard_data/equity_curve.json	Equity curve
trade/data/positions.json	Current positions
trade/data/orders.jsonl	Order log
trade/trades.csv	Open positions CSV
trade/closed_positions.csv	Closed positions CSV
trade/trade_history.md	Human-readable trade history

Data Schema

positions.json

{
  "symbol": "300274",
  "name": "阳光电源",
  "quantity": 300,
  "cost": 163.16,
  "current_price": 166.59,
  "stop_loss": 160.00,
  "tags": ["储能","龙头"],
  "entry_reason": "储能龙头ROE29%，回调支撑买入"
}

metrics.json

{
  "current_equity": 1001029.00,
  "position_market_value": 49977.00,
  "cash": 951037.32,
  "unrealized_pnl": 1029.00,
  "realized_pnl": 0.0,
  "total_return_pct": 0.103,
  "trade_count": 1,
  "win_count": 0,
  "loss_count": 0,
  "max_drawdown": 0.0
}

Standard Workflows

Opening the Dashboard

open ~/.openclaw/workspace/trade/dashboard/index.html

After Any Trade (Buy/Sell/Stop)

1. Update trade/data/positions.json
2. Append to trade/data/orders.jsonl
3. Update trade/trades.csv and trade/closed_positions.csv
4. Update trade/dashboard_data/metrics.json
5. Update trade/dashboard_data/equity_curve.json
6. Rebuild trade/dashboard/index.html (update DATA object + equity curve)
7. Update trade/trade_history.md
8. Run open trade/dashboard/index.html

Building the Dashboard HTML

The dashboard is a self-contained HTML with an embedded DATA object. Key fields to update:

• current_equity, cash, position_value, unrealized_pnl, realized_pnl
• positions[] array (name, symbol, quantity, cost, current_price, stop_loss, tags)
• trade_history[] array (date, time, symbol, name, action, direction, price, quantity, amount, fee, pnl, tags)
• closed_positions[] for closed trades
• equity_curve[] for the curve

Fees

• A股模拟手续费：0.03% 单边（买卖各收一次）
• Fee = price × quantity × 0.0003

Equity Calculation

• current_equity = cash + Σ(position market value)
• Market value = current_price × quantity

Dashboard Update Checklist

After any trade, ALL of these must be updated:

• trade/data/positions.json
• trade/data/orders.jsonl (append new order)
• trade/trades.csv (open positions)
• trade/closed_positions.csv (closed positions)
• trade/dashboard_data/metrics.json
• trade/dashboard_data/equity_curve.json
• trade/dashboard/index.html (DATA object + equity_curve)
• trade/trade_history.md