myagent-ai 1.0.0

package/skills/stock-analysis-skill/src/rumorScanner.ts

@@ -0,0 +1,200 @@
+/**
+ * rumorScanner.ts
+ * 传闻与早期信号扫描（适配平台 finance skill）
+ * 替换原版 Twitter bird CLI + Google News，改用 finance skill 新闻 + LLM 提取
+ *
+ * 扫描范围：M&A传闻 / 内部人交易 / 分析师调整 / SEC监管动态 / 市场早期信号
+ */
+
+import ZAI from "z-ai-web-dev-sdk";
+import { RumorItem, RumorScanResult, RumorType } from "./types";
+
+// ── 评分逻辑（移植自原版 calculate_rumor_score）─────────
+
+function calcImpactScore(
+  type: RumorType,
+  text: string,
+  hasHighEngagement = false
+): { score: number; reason: string } {
+  let score = 1;
+  const reasons: string[] = [];
+
+  switch (type) {
+    case "ma":
+      score += 5; reasons.push("并购/收购类传闻，市场冲击最大"); break;
+    case "insider":
+      score += 4; reasons.push("内部人交易信号，可能预示重大动向"); break;
+    case "analyst":
+      score += 3; reasons.push("分析师评级调整，影响机构定价"); break;
+    case "regulatory":
+      score += 3; reasons.push("监管动态，直接影响经营合规性"); break;
+    case "earnings":
+      score += 2; reasons.push("业绩预期变动"); break;
+    default:
+      score += 1;
+  }
+
+  if (/breaking|just in|alert|urgent/i.test(text)) {
+    score += 2; reasons.push("突发性消息");
+  }
+  if (hasHighEngagement) {
+    score += 2; reasons.push("市场高度关注");
+  }
+
+  return { score: Math.min(10, score), reason: reasons.join("，") };
+}
+
+// ── 通过 finance skill 获取市场传闻新闻 ──────────────────
+
+async function fetchRumorNews(zai: any): Promise<string> {
+  const completion = await zai.chat.completions.create({
+    messages: [{
+      role: "user",
+      content: `请获取今日美股市场的以下类型最新资讯，每类最多3条：
+1. 并购传闻（merger/acquisition rumors）
+2. 内部人买卖动态（insider buying/selling activity）
+3. 分析师评级调整（analyst upgrades/downgrades）
+4. SEC调查或监管动态
+5. 重大业绩预警或上调
+
+以 JSON 格式返回，结构：
+[{
+  "type": "ma|insider|analyst|regulatory|earnings",
+  "ticker": "股票代码或null",
+  "headline": "标题",
+  "source": "来源",
+  "sentiment": "positive|negative|neutral",
+  "date": "YYYY-MM-DD"
+}]
+只返回 JSON，今日或近2日内的最新信息，不得捏造。`,
+    }],
+    thinking: { type: "disabled" },
+  });
+  return completion.choices[0]?.message?.content ?? "[]";
+}
+
+// ── LLM 从新闻中提取结构化传闻 ────────────────────────────
+
+async function extractRumors(zai: any, rawNews: string): Promise<RumorItem[]> {
+  try {
+    const parsed: any[] = JSON.parse(rawNews.replace(/```json|```/g, "").trim());
+
+    return parsed.map((item) => {
+      const type = (item.type as RumorType) ?? "general";
+      const text = item.headline ?? "";
+      const { score, reason } = calcImpactScore(type, text);
+
+      return {
+        type,
+        ticker: item.ticker ?? null,
+        headline: text,
+        source: item.source ?? "finance",
+        impactScore: score,
+        impactReason: reason,
+        sentiment: item.sentiment ?? "neutral",
+        date: item.date ?? new Date().toISOString().slice(0, 10),
+      } as RumorItem;
+    }).sort((a, b) => b.impactScore - a.impactScore);
+  } catch {
+    return [];
+  }
+}
+
+// ── 汇总最受关注的股票 ────────────────────────────────────
+
+function aggregateTopTickers(rumors: RumorItem[]): { ticker: string; count: number }[] {
+  const counts: Record<string, number> = {};
+  for (const r of rumors) {
+    if (r.ticker) {
+      counts[r.ticker] = (counts[r.ticker] ?? 0) + 1;
+    }
+  }
+  return Object.entries(counts)
+    .sort((a, b) => b[1] - a[1])
+    .slice(0, 10)
+    .map(([ticker, count]) => ({ ticker, count }));
+}
+
+// ── 主扫描函数 ────────────────────────────────────────────
+
+export async function scanRumors(): Promise<RumorScanResult> {
+  const zai = await ZAI.create();
+  const scannedAt = new Date().toISOString();
+
+  let rumors: RumorItem[] = [];
+
+  try {
+    const rawNews = await fetchRumorNews(zai);
+    rumors = await extractRumors(zai, rawNews);
+  } catch (err: any) {
+    console.error("[scanRumors] 失败:", err.message);
+  }
+
+  const topTickers = aggregateTopTickers(rumors);
+
+  // 生成摘要
+  const maCount = rumors.filter((r) => r.type === "ma").length;
+  const insiderCount = rumors.filter((r) => r.type === "insider").length;
+  const analystCount = rumors.filter((r) => r.type === "analyst").length;
+
+  const summary = rumors.length === 0
+    ? "今日暂无重大传闻或早期信号。"
+    : `共扫描到 ${rumors.length} 条信号：并购传闻 ${maCount} 条，内部人动态 ${insiderCount} 条，分析师调整 ${analystCount} 条。${topTickers.length > 0 ? `最受关注：${topTickers.slice(0, 3).map((t) => `$${t.ticker}`).join("、")}。` : ""}`;
+
+  return { scannedAt, rumors, topTickers, summary };
+}
+
+// ── 格式化输出 ────────────────────────────────────────────
+
+export function formatRumorMarkdown(result: RumorScanResult): string {
+  const typeLabel: Record<RumorType, string> = {
+    ma: "🏢 并购传闻",
+    insider: "👔 内部人动态",
+    analyst: "📊 分析师调整",
+    regulatory: "⚖️ 监管动态",
+    earnings: "📈 业绩预期",
+    general: "📰 市场信号",
+  };
+
+  const sentimentEmoji: Record<string, string> = {
+    positive: "🟢", negative: "🔴", neutral: "⚪",
+  };
+
+  let md = `## 🔮 传闻与早期信号扫描
+**扫描时间：** ${new Date(result.scannedAt).toLocaleString("zh-CN")}
+**${result.summary}**
+
+`;
+
+  if (result.rumors.length === 0) {
+    md += "_今日暂无重大传闻。_\n";
+    return md;
+  }
+
+  // 按类型分组输出
+  const grouped: Partial<Record<RumorType, RumorItem[]>> = {};
+  for (const r of result.rumors) {
+    if (!grouped[r.type]) grouped[r.type] = [];
+    grouped[r.type]!.push(r);
+  }
+
+  for (const [type, items] of Object.entries(grouped)) {
+    md += `### ${typeLabel[type as RumorType] ?? type}\n\n`;
+    for (const item of items!.slice(0, 3)) {
+      md += `**[冲击 ${item.impactScore}/10]** ${sentimentEmoji[item.sentiment]} ${item.headline}\n`;
+      if (item.ticker) md += `> 相关标的：$${item.ticker}\n`;
+      md += `> 来源：${item.source}　｜　${item.date}　｜　${item.impactReason}\n\n`;
+    }
+  }
+
+  // 热度排行
+  if (result.topTickers.length > 0) {
+    md += `### 📊 传闻热度排行\n`;
+    md += result.topTickers.map((t) =>
+      `- $${t.ticker}：被提及 ${t.count} 次`
+    ).join("\n");
+    md += "\n";
+  }
+
+  return md;
+}

package/skills/stock-analysis-skill/src/types.ts

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+/**
+ * types.ts — 统一类型定义
+ */
+
+export type Market = "CN" | "HK" | "US";
+export type FetchMode = "full" | "quote";
+export type OutputFormat = "markdown" | "pdf" | "word";
+export type Verdict = "买入" | "强烈买入" | "观望" | "卖出";
+export type PositionStatus = "empty" | "holding";
+
+// ── 持仓信息 ──────────────────────────────────────────────
+
+export interface PositionInfo {
+  status: PositionStatus;
+  cost?: number;
+  shares?: number;
+}
+
+// ── 股票数据 ──────────────────────────────────────────────
+
+export interface StockData {
+  code: string;
+  market: Market;
+  timestamp: string;
+  name?: string;
+  price?: number | null;
+  prev_close?: number | null;
+  open?: number | null;
+  high?: number | null;
+  low?: number | null;
+  change_pct?: number | null;
+  change_amount?: number | null;
+  amplitude?: number | null;
+  volume?: number | null;
+  amount?: number | null;
+  turnover?: number | null;
+  volume_ratio?: number | null;
+  market_cap?: number | null;
+  pe_ttm?: number | null;
+  pb?: number | null;
+  high_52w?: number | null;
+  low_52w?: number | null;
+  dividend_yield?: number | null;
+  ma5?: number | null;
+  ma10?: number | null;
+  ma20?: number | null;
+  bias_pct?: number | null;
+  trend?: string;
+  overbought_warning?: boolean;
+  support?: number | null;
+  resistance?: number | null;
+  rsi?: number | null;
+  kline_recent_10?: Record<string, any>[];
+  profit_ratio?: number | null;
+  avg_cost?: number | null;
+  chip_concentration?: number | null;
+  roe?: number | null;
+  gross_margin?: number | null;
+  net_margin?: number | null;
+  debt_ratio?: number | null;
+  eps?: number | null;
+  revenue_growth?: number | null;
+  main_net?: number | null;
+  main_net_pct?: number | null;
+  error?: string;
+}
+
+// ── 分析结果 ──────────────────────────────────────────────
+
+export interface AnalysisResult {
+  code: string;
+  market: Market;
+  name: string;
+  verdict: Verdict;
+  analysis: string;
+  warnings: string[];
+  outputFormat: OutputFormat;
+  generatedAt: string;
+}
+
+// ── 股息分析 ──────────────────────────────────────────────
+
+export type PayoutStatus = "safe" | "moderate" | "high" | "unsustainable" | "no_dividend" | "unknown";
+export type IncomeRating = "excellent" | "good" | "moderate" | "poor" | "no_dividend";
+
+export interface DividendAnalysis {
+  ticker: string;
+  name: string;
+  currentPrice: number | null;
+  dividendYield: number | null;        // %
+  annualDividend: number | null;
+  payoutRatio: number | null;          // %
+  payoutStatus: PayoutStatus;
+  dividendGrowth5y: number | null;     // CAGR %
+  consecutiveYears: number | null;
+  exDividendDate: string | null;
+  paymentFrequency: string | null;
+  safetyScore: number;                 // 0-100
+  safetyFactors: string[];
+  incomeRating: IncomeRating;
+  dividendHistory: { year: number; total: number }[];
+  summary: string;
+}
+
+// ── 传闻扫描 ──────────────────────────────────────────────
+
+export type RumorType = "ma" | "insider" | "analyst" | "regulatory" | "earnings" | "general";
+
+export interface RumorItem {
+  type: RumorType;
+  ticker: string | null;        // 相关股票代码（可能为 null）
+  headline: string;
+  source: string;
+  impactScore: number;          // 1-10
+  impactReason: string;
+  sentiment: "positive" | "negative" | "neutral";
+  date: string;
+}
+
+export interface RumorScanResult {
+  scannedAt: string;
+  rumors: RumorItem[];
+  topTickers: { ticker: string; count: number }[];  // 最受关注的股票
+  summary: string;
+}
+
+// ── 自选股 ────────────────────────────────────────────────
+
+export type AlertType = "target_hit" | "stop_hit" | "signal_change";
+
+export interface WatchlistItem {
+  ticker: string;
+  name?: string;
+  market: Market;
+  addedAt: string;
+  priceAtAdd: number | null;
+  targetPrice: number | null;
+  stopPrice: number | null;
+  alertOnSignal: boolean;
+  lastSignal: Verdict | null;
+  lastCheck: string | null;
+  notes: string | null;
+}
+
+export interface WatchlistAlert {
+  ticker: string;
+  alertType: AlertType;
+  message: string;
+  currentPrice: number;
+  triggerValue: number | string;
+  timestamp: string;
+}
+
+// ── Skill 入参 ────────────────────────────────────────────
+
+export interface StockInput {
+  code: string;
+  position?: PositionInfo;
+}
+
+export interface SkillInput {
+  stocks?: (string | StockInput)[];
+  outputFormat?: OutputFormat;
+  mode?: FetchMode;
+  includeMarketReview?: boolean;
+  includeGlobalMacro?: boolean;
+}

package/skills/stock-analysis-skill/src/watchlist.ts

@@ -0,0 +1,292 @@
+/**
+ * watchlist.ts
+ * 自选股管理 + 价格提醒（使用平台 storage 持久化）
+ * 移植原版三种提醒类型：目标价 / 止损价 / 信号变化
+ */
+
+import ZAI from "z-ai-web-dev-sdk";
+import { WatchlistItem, WatchlistAlert, Market, Verdict } from "./types";
+
+const STORAGE_KEY = "watchlist-data";
+
+// ── Storage 封装 ──────────────────────────────────────────
+
+async function loadWatchlist(): Promise<WatchlistItem[]> {
+  try {
+    const result = await (window as any).storage?.get(STORAGE_KEY);
+    if (result?.value) return JSON.parse(result.value) as WatchlistItem[];
+  } catch {}
+  return [];
+}
+
+async function saveWatchlist(items: WatchlistItem[]): Promise<void> {
+  try {
+    await (window as any).storage?.set(STORAGE_KEY, JSON.stringify(items));
+  } catch (err: any) {
+    console.error("[watchlist] 保存失败:", err.message);
+  }
+}
+
+// ── 获取当前价格 ──────────────────────────────────────────
+
+async function fetchCurrentPrice(ticker: string): Promise<number | null> {
+  try {
+    const zai = await ZAI.create();
+    const completion = await zai.chat.completions.create({
+      messages: [{
+        role: "user",
+        content: `查询 ${ticker} 当前股价，只返回一个 JSON：{"price": 数字}，不要其他内容。`,
+      }],
+      thinking: { type: "disabled" },
+    });
+    const raw = completion.choices[0]?.message?.content ?? "{}";
+    const parsed = JSON.parse(raw.replace(/```json|```/g, "").trim());
+    return typeof parsed.price === "number" ? parsed.price : null;
+  } catch {
+    return null;
+  }
+}
+
+function detectMarket(code: string): Market {
+  if (/^\d{6}$/.test(code)) return "CN";
+  if (/^\d{4,5}\.HK$/i.test(code)) return "HK";
+  return "US";
+}
+
+// ── 添加自选股 ────────────────────────────────────────────
+
+export async function addToWatchlist(
+  ticker: string,
+  opts: {
+    targetPrice?: number;
+    stopPrice?: number;
+    alertOnSignal?: boolean;
+    notes?: string;
+  } = {}
+): Promise<{ success: boolean; action: string; message: string; item?: WatchlistItem }> {
+  ticker = ticker.toUpperCase();
+  const currentPrice = await fetchCurrentPrice(ticker);
+
+  if (currentPrice === null) {
+    return { success: false, action: "error", message: `无法获取 ${ticker} 的价格，请确认代码正确` };
+  }
+
+  const watchlist = await loadWatchlist();
+  const existingIdx = watchlist.findIndex((i) => i.ticker === ticker);
+
+  if (existingIdx >= 0) {
+    // 更新已有记录
+    const existing = watchlist[existingIdx];
+    if (opts.targetPrice !== undefined) existing.targetPrice = opts.targetPrice;
+    if (opts.stopPrice !== undefined) existing.stopPrice = opts.stopPrice;
+    if (opts.alertOnSignal !== undefined) existing.alertOnSignal = opts.alertOnSignal;
+    if (opts.notes !== undefined) existing.notes = opts.notes;
+    watchlist[existingIdx] = existing;
+    await saveWatchlist(watchlist);
+
+    return { success: true, action: "updated", message: `已更新 ${ticker} 的自选股设置`, item: existing };
+  }
+
+  // 新增
+  const item: WatchlistItem = {
+    ticker,
+    market: detectMarket(ticker),
+    addedAt: new Date().toISOString(),
+    priceAtAdd: currentPrice,
+    targetPrice: opts.targetPrice ?? null,
+    stopPrice: opts.stopPrice ?? null,
+    alertOnSignal: opts.alertOnSignal ?? false,
+    lastSignal: null,
+    lastCheck: null,
+    notes: opts.notes ?? null,
+  };
+
+  watchlist.push(item);
+  await saveWatchlist(watchlist);
+
+  const alertDesc = [
+    opts.targetPrice ? `目标价 $${opts.targetPrice}` : null,
+    opts.stopPrice ? `止损价 $${opts.stopPrice}` : null,
+    opts.alertOnSignal ? "信号变化提醒" : null,
+  ].filter(Boolean).join("，");
+
+  return {
+    success: true, action: "added",
+    message: `已添加 ${ticker} 到自选股（当前价 $${currentPrice}${alertDesc ? `，设置了：${alertDesc}` : ""}）`,
+    item,
+  };
+}
+
+// ── 删除自选股 ────────────────────────────────────────────
+
+export async function removeFromWatchlist(
+  ticker: string
+): Promise<{ success: boolean; message: string }> {
+  ticker = ticker.toUpperCase();
+  const watchlist = await loadWatchlist();
+  const filtered = watchlist.filter((i) => i.ticker !== ticker);
+
+  if (filtered.length === watchlist.length) {
+    return { success: false, message: `${ticker} 不在自选股列表中` };
+  }
+
+  await saveWatchlist(filtered);
+  return { success: true, message: `已从自选股中删除 ${ticker}` };
+}
+
+// ── 查看自选股列表 ────────────────────────────────────────
+
+export async function listWatchlist(): Promise<{
+  items: Array<WatchlistItem & {
+    currentPrice: number | null;
+    changePct: number | null;
+    toTargetPct: number | null;
+    toStopPct: number | null;
+  }>;
+  count: number;
+}> {
+  const watchlist = await loadWatchlist();
+  if (!watchlist.length) return { items: [], count: 0 };
+
+  const items = await Promise.all(watchlist.map(async (item) => {
+    const currentPrice = await fetchCurrentPrice(item.ticker);
+
+    const changePct = currentPrice && item.priceAtAdd
+      ? parseFloat((((currentPrice - item.priceAtAdd) / item.priceAtAdd) * 100).toFixed(2))
+      : null;
+
+    const toTargetPct = currentPrice && item.targetPrice
+      ? parseFloat((((item.targetPrice - currentPrice) / currentPrice) * 100).toFixed(2))
+      : null;
+
+    const toStopPct = currentPrice && item.stopPrice
+      ? parseFloat((((item.stopPrice - currentPrice) / currentPrice) * 100).toFixed(2))
+      : null;
+
+    return { ...item, currentPrice, changePct, toTargetPct, toStopPct };
+  }));
+
+  return { items, count: items.length };
+}
+
+// ── 检查提醒 ──────────────────────────────────────────────
+
+export async function checkAlerts(
+  currentSignals?: Record<string, Verdict>
+): Promise<{ alerts: WatchlistAlert[]; count: number }> {
+  const watchlist = await loadWatchlist();
+  const alerts: WatchlistAlert[] = [];
+  const now = new Date().toISOString();
+
+  for (const item of watchlist) {
+    const currentPrice = await fetchCurrentPrice(item.ticker);
+    if (currentPrice === null) continue;
+
+    // 目标价提醒
+    if (item.targetPrice && currentPrice >= item.targetPrice) {
+      alerts.push({
+        ticker: item.ticker,
+        alertType: "target_hit",
+        message: `🎯 ${item.ticker} 已触达目标价！当前 $${currentPrice.toFixed(2)} ≥ 目标 $${item.targetPrice}`,
+        currentPrice,
+        triggerValue: item.targetPrice,
+        timestamp: now,
+      });
+    }
+
+    // 止损价提醒
+    if (item.stopPrice && currentPrice <= item.stopPrice) {
+      alerts.push({
+        ticker: item.ticker,
+        alertType: "stop_hit",
+        message: `🛑 ${item.ticker} 已触达止损价！当前 $${currentPrice.toFixed(2)} ≤ 止损 $${item.stopPrice}`,
+        currentPrice,
+        triggerValue: item.stopPrice,
+        timestamp: now,
+      });
+    }
+
+    // 信号变化提醒
+    if (item.alertOnSignal && currentSignals?.[item.ticker]) {
+      const newSignal = currentSignals[item.ticker];
+      if (item.lastSignal && newSignal !== item.lastSignal) {
+        alerts.push({
+          ticker: item.ticker,
+          alertType: "signal_change",
+          message: `📊 ${item.ticker} 信号变化：${item.lastSignal} → ${newSignal}`,
+          currentPrice,
+          triggerValue: `${item.lastSignal} → ${newSignal}`,
+          timestamp: now,
+        });
+      }
+      // 更新最新信号
+      item.lastSignal = newSignal;
+    }
+
+    item.lastCheck = now;
+  }
+
+  // 保存更新后的 lastSignal 和 lastCheck
+  await saveWatchlist(watchlist);
+
+  return { alerts, count: alerts.length };
+}
+
+// ── 格式化自选股列表（Markdown）─────────────────────────
+
+export function formatWatchlistMarkdown(data: Awaited<ReturnType<typeof listWatchlist>>): string {
+  if (data.count === 0) {
+    return `## 📋 自选股列表\n\n_自选股为空。使用 \`/stock_watch AAPL\` 添加股票。_\n`;
+  }
+
+  let md = `## 📋 自选股列表（共 ${data.count} 只）\n\n`;
+  md += `| 代码 | 当前价 | 较买入 | 目标价 | 止损价 | 距目标 | 最新信号 |\n`;
+  md += `|------|--------|--------|--------|--------|--------|----------|\n`;
+
+  for (const item of data.items) {
+    const price = item.currentPrice ? `$${item.currentPrice.toFixed(2)}` : "暂缺";
+    const change = item.changePct !== null
+      ? `${item.changePct > 0 ? "🟢+" : "🔴"}${item.changePct.toFixed(2)}%`
+      : "—";
+    const target = item.targetPrice ? `$${item.targetPrice}` : "—";
+    const stop = item.stopPrice ? `$${item.stopPrice}` : "—";
+    const toTarget = item.toTargetPct !== null ? `${item.toTargetPct > 0 ? "+" : ""}${item.toTargetPct.toFixed(1)}%` : "—";
+    const signal = item.lastSignal ?? "—";
+
+    md += `| ${item.ticker} | ${price} | ${change} | ${target} | ${stop} | ${toTarget} | ${signal} |\n`;
+  }
+
+  // 已触发的提醒
+  const triggered = data.items.filter(
+    (i) => (i.targetPrice && i.currentPrice && i.currentPrice >= i.targetPrice) ||
+            (i.stopPrice && i.currentPrice && i.currentPrice <= i.stopPrice)
+  );
+
+  if (triggered.length > 0) {
+    md += `\n### ⚡ 已触发提醒\n`;
+    for (const item of triggered) {
+      if (item.targetPrice && item.currentPrice && item.currentPrice >= item.targetPrice) {
+        md += `- 🎯 **${item.ticker}** 已达目标价 $${item.targetPrice}\n`;
+      }
+      if (item.stopPrice && item.currentPrice && item.currentPrice <= item.stopPrice) {
+        md += `- 🛑 **${item.ticker}** 已触止损 $${item.stopPrice}\n`;
+      }
+    }
+  }
+
+  return md;
+}
+
+// ── 格式化提醒结果（Markdown）────────────────────────────
+
+export function formatAlertsMarkdown(result: Awaited<ReturnType<typeof checkAlerts>>): string {
+  if (result.count === 0) {
+    return `## 🔔 自选股提醒检查\n\n_当前没有触发任何提醒。_\n`;
+  }
+
+  let md = `## 🔔 自选股提醒（${result.count} 条触发）\n\n`;
+  for (const alert of result.alerts) {
+    md += `- ${alert.message}\n`;
+  }
+  return md;
+}

package/skills/stock-analysis-skill/tsconfig.json

@@ -0,0 +1,15 @@
+{
+  "compilerOptions": {
+    "target": "ES2020",
+    "module": "commonjs",
+    "lib": ["ES2020"],
+    "outDir": "./dist",
+    "rootDir": "./src",
+    "strict": true,
+    "esModuleInterop": true,
+    "skipLibCheck": true,
+    "resolveJsonModule": true
+  },
+  "include": ["src/**/*"],
+  "exclude": ["node_modules", "dist"]
+}