hikyuu 2.7.3__py3-none-win_amd64.whl → 2.7.6__py3-none-win_amd64.whl

hikyuu/examples/notebook/006-TradeManager.ipynb

@@ -2,34 +2,15 @@
  "cells": [
   {
    "cell_type": "code",
-   "execution_count": 1,
+   "execution_count": 9,
    "metadata": {},
    "outputs": [
-    {
-     "name": "stderr",
-     "output_type": "stream",
-     "text": [
-      "2025-08-11 23:22:45,331 [INFO] runing in interactive session [<module>] (D:\\workspace\\hikyuu\\hikyuu\\__init__.py:109) [hikyuu::hku_info]\n",
-      "2025-08-11 23:22:45,331 [INFO] running in jupyter [<module>] (D:\\workspace\\hikyuu\\hikyuu\\__init__.py:116) [hikyuu::hku_info]\n"
-     ]
-    },
     {
      "name": "stdout",
      "output_type": "stream",
      "text": [
-      "current plugin path: D:\\workspace\\hikyuu\\hikyuu\\plugin\n",
-      "2025-08-11 23:22:45.391 [HKU-I] - Using MYSQL BaseInfoDriver (BaseInfoDriver.cpp:57)\n",
-      "2025-08-11 23:22:45.415 [HKU-I] - 加载市场信息…… (StockManager.cpp:572)\n",
-      "2025-08-11 23:22:45.422 [HKU-I] - 加载证券类型信息…… (StockManager.cpp:590)\n",
-      "2025-08-11 23:22:45.429 [HKU-I] - 加载证券信息…… (StockManager.cpp:476)\n",
-      "2025-08-11 23:22:45.540 [HKU-I] - 加载权息数据…… (StockManager.cpp:608)\n",
-      "2025-08-11 23:22:46.589 [HKU-I] - 加载板块信息…… (StockManager.cpp:181)\n",
-      "2025-08-11 23:22:47.718 [HKU-I] - 加载K线数据…… (StockManager.cpp:185)\n",
-      "2025-08-11 23:22:47.718 [HKU-I] - 预加载 day K线数据至缓存 (最大数量: 100000)! (StockManager.cpp:229)\n",
-      "2025-08-11 23:22:47.719 [HKU-I] - 2.32 秒数据加载完毕. (StockManager.cpp:191)\n",
-      "2025-08-11 23:22:47.719 [HKU-I] - 启动行情接收. (SpotAgent.cpp:39)\n",
-      "CPU times: total: 1.52 s\n",
-      "Wall time: 3.43 s\n"
+      "CPU times: user 119 μs, sys: 477 μs, total: 596 μs\n",
+      "Wall time: 623 μs\n"
      ]
     }
    ],
@@ -56,7 +37,7 @@
   },
   {
    "cell_type": "code",
-   "execution_count": 2,
+   "execution_count": 10,
    "metadata": {},
    "outputs": [
     {
@@ -80,7 +61,7 @@
       "  current borrow_cash: 0.00,\n",
       "  current borrow_asset: 0.00,\n",
       "  Position: \n",
-      "    SZ000001 平安银行 2017-01-03 00:00:00 2090 100.00 911.00 1230.00 319.00 35.02% 0.32%\n",
+      "    SZ000001 平安银行 2017-01-03 00:00:00 2200 100.00 911.00 1106.90 195.90 21.50% 0.20%\n",
       "  Short Position: \n",
       "  Borrow Stock: \n",
       "}\n"
@@ -100,7 +81,7 @@
   },
   {
    "cell_type": "code",
-   "execution_count": 3,
+   "execution_count": 11,
    "metadata": {},
    "outputs": [
     {
@@ -126,21 +107,21 @@
        "      <th></th>\n",
        "      <th>证券代码</th>\n",
        "      <th>证券名称</th>\n",
-       "      <th>买入时间</th>\n",
-       "      <th>持仓天数</th>\n",
+       "      <th>开仓时间</th>\n",
+       "      <th>持有天数</th>\n",
        "      <th>持仓数量</th>\n",
-       "      <th>投入金额</th>\n",
-       "      <th>当前市值</th>\n",
-       "      <th>盈亏金额</th>\n",
-       "      <th>盈亏百分比</th>\n",
-       "      <th>止损价</th>\n",
-       "      <th>目标价</th>\n",
+       "      <th>总投入资金</th>\n",
+       "      <th>市值</th>\n",
+       "      <th>收益</th>\n",
+       "      <th>收益百分比</th>\n",
+       "      <th>止损</th>\n",
+       "      <th>目标价格</th>\n",
        "      <th>清仓时间</th>\n",
-       "      <th>累计持有数量</th>\n",
+       "      <th>累计持仓数量</th>\n",
        "      <th>累计成本</th>\n",
        "      <th>累计风险</th>\n",
-       "      <th>累计买入金额</th>\n",
-       "      <th>累计卖出金额</th>\n",
+       "      <th>累计买入资金</th>\n",
+       "      <th>累计卖出资金</th>\n",
        "    </tr>\n",
        "  </thead>\n",
        "  <tbody>\n",
@@ -149,12 +130,12 @@
        "      <td>SZ000001</td>\n",
        "      <td>平安银行</td>\n",
        "      <td>2017-01-03</td>\n",
-       "      <td>3142</td>\n",
+       "      <td>3307</td>\n",
        "      <td>100.0</td>\n",
        "      <td>911.0</td>\n",
-       "      <td>1230.0</td>\n",
-       "      <td>319.0</td>\n",
-       "      <td>35.02</td>\n",
+       "      <td>1106.9</td>\n",
+       "      <td>195.9</td>\n",
+       "      <td>21.5</td>\n",
        "      <td>0.0</td>\n",
        "      <td>0.0</td>\n",
        "      <td>NaT</td>\n",
@@ -169,14 +150,17 @@
        "</div>"
       ],
       "text/plain": [
-       "       证券代码  证券名称       买入时间  持仓天数   持仓数量   投入金额    当前市值   盈亏金额  盈亏百分比  止损价  \\\n",
-       "0  SZ000001  平安银行 2017-01-03  3142  100.0  911.0  1230.0  319.0  35.02  0.0   \n",
+       "   证券代码  证券名称   开仓时间  持有天数  持仓数量  总投入资金    市值  \\\n",
+       "0  SZ000001  平安银行 2017-01-03      3307     100.0       911.0  1106.9   \n",
        "\n",
-       "   目标价 清仓时间  累计持有数量  累计成本   累计风险  累计买入金额  累计卖出金额  \n",
-       "0  0.0  NaT   100.0   0.0  911.0   911.0     0.0  "
+       "    收益  收益百分比  止损  目标价格 清仓时间  累计持仓数量  累计成本  \\\n",
+       "0  195.9        21.5   0.0       0.0      NaT         100.0       0.0   \n",
+       "\n",
+       "   累计风险  累计买入资金  累计卖出资金  \n",
+       "0     911.0         911.0           0.0  "
       ]
      },
-     "execution_count": 3,
+     "execution_count": 11,
      "metadata": {},
      "output_type": "execute_result"
     }
@@ -189,7 +173,7 @@
   },
   {
    "cell_type": "code",
-   "execution_count": 4,
+   "execution_count": 12,
    "metadata": {},
    "outputs": [
     {
@@ -215,20 +199,20 @@
        "      <th></th>\n",
        "      <th>证券代码</th>\n",
        "      <th>证券名称</th>\n",
-       "      <th>交易时间</th>\n",
-       "      <th>业务名称</th>\n",
-       "      <th>计划交易价格</th>\n",
-       "      <th>实际成交价格</th>\n",
+       "      <th>日期</th>\n",
+       "      <th>交易操作</th>\n",
+       "      <th>计划价格</th>\n",
+       "      <th>实际价格</th>\n",
        "      <th>目标价格</th>\n",
-       "      <th>交易数量</th>\n",
-       "      <th>止损价</th>\n",
-       "      <th>现金余额</th>\n",
-       "      <th>交易总成本</th>\n",
+       "      <th>数量</th>\n",
+       "      <th>止损</th>\n",
+       "      <th>现金</th>\n",
+       "      <th>总成本</th>\n",
        "      <th>佣金</th>\n",
        "      <th>印花税</th>\n",
        "      <th>过户费</th>\n",
        "      <th>其它成本</th>\n",
-       "      <th>信号来源</th>\n",
+       "      <th>来源</th>\n",
        "      <th>备注</th>\n",
        "    </tr>\n",
        "  </thead>\n",
@@ -278,16 +262,16 @@
        "</div>"
       ],
       "text/plain": [
-       "       证券代码  证券名称       交易时间  业务名称    计划交易价格     实际成交价格  目标价格   交易数量  止损价  \\\n",
-       "0                 2017-01-01  INIT  100000.0  100000.00   0.0    0.0  0.0   \n",
-       "1  SZ000001  平安银行 2017-01-03   BUY       0.0       9.11   0.0  100.0  0.0   \n",
+       "   证券代码  证券名称       日期 交易操作  计划价格   实际价格  目标价格  \\\n",
+       "0                     2017-01-01     INIT  100000.0  100000.00       0.0   \n",
+       "1  SZ000001  平安银行 2017-01-03      BUY       0.0       9.11       0.0   \n",
        "\n",
-       "       现金余额  交易总成本   佣金  印花税  过户费  其它成本 信号来源 备注  \n",
-       "0  100000.0    0.0  0.0  0.0  0.0   0.0   --     \n",
-       "1   99089.0    0.0  0.0  0.0  0.0   0.0   --     "
+       "    数量  止损      现金  总成本  佣金  印花税  过户费  其它成本 来源 备注  \n",
+       "0    0.0   0.0  100000.0     0.0   0.0     0.0     0.0       0.0   --       \n",
+       "1  100.0   0.0   99089.0     0.0   0.0     0.0     0.0       0.0   --       "
       ]
      },
-     "execution_count": 4,
+     "execution_count": 12,
      "metadata": {},
      "output_type": "execute_result"
     }
@@ -298,7 +282,7 @@
   },
   {
    "cell_type": "code",
-   "execution_count": 5,
+   "execution_count": 13,
    "metadata": {},
    "outputs": [
     {
@@ -326,7 +310,7 @@
        "}"
       ]
      },
-     "execution_count": 5,
+     "execution_count": 13,
      "metadata": {},
      "output_type": "execute_result"
     }
@@ -353,9 +337,17 @@
   },
   {
    "cell_type": "code",
-   "execution_count": 6,
+   "execution_count": 14,
    "metadata": {},
-   "outputs": [],
+   "outputs": [
+    {
+     "name": "stdout",
+     "output_type": "stream",
+     "text": [
+      "2026-01-23 01:29:42.637 [HKU-E] - Can't create file d:/stock/SYS_交易记录.csv! (TradeManager.cpp:1640)\n"
+     ]
+    }
+   ],
    "source": [
     "#在 hikyuu_XXX.ini 文件中配置的临时路径中输出\n",
     "my_tm.tocsv(sm.tmpdir())"
@@ -379,36 +371,26 @@
   },
   {
    "cell_type": "code",
-   "execution_count": 7,
+   "execution_count": null,
    "metadata": {},
    "outputs": [],
    "source": [
     "#保存至指定文件\n",
     "from datetime import date\n",
-    "filename = \"{}/my_trade/my_trade_record_{}.xml\".format(sm.tmpdir(), date.today());\n",
+    "filename = \"my_trade_record_{}.pkl\".format(date.today())\n",
     "hku_save(my_tm, filename)"
    ]
   },
   {
    "cell_type": "code",
-   "execution_count": 8,
+   "execution_count": null,
    "metadata": {},
    "outputs": [],
    "source": [
     "#载入已保存的TM对象\n",
-    "#filename = \"{}/my_trade/my_trade_record_{}.xml\".format(sm.tmpdir(), date.today())\n",
     "new_my_tm = hku_load(filename)"
    ]
   },
-  {
-   "cell_type": "markdown",
-   "metadata": {},
-   "source": [
-    "使用 hku_save 保存的对象，其格式为XML文件，可直接使用 XML 工具或浏览器查看：\n",
-    "\n",
-    "<img src=\"images/008_03_pickle.png\" align=\"left\">"
-   ]
-  },
   {
    "cell_type": "markdown",
    "metadata": {},
@@ -418,25 +400,29 @@
   },
   {
    "cell_type": "code",
-   "execution_count": 9,
+   "execution_count": 17,
    "metadata": {},
    "outputs": [
     {
      "name": "stdout",
      "output_type": "stream",
      "text": [
-      "买入：SZ000001, 价格: 11.4, 数量: 1000.0 预期止损价: 0.0, 预期目标价: nan, 信号来源: SystemPart.SIGNAL, 备注: \n",
-      "卖出：SZ000001, 价格: 11.53, 数量: 1000.0, 信号来源: SystemPart.SIGNAL, 备注: \n",
-      "买入：SZ000001, 价格: 11.58, 数量: 1000.0 预期止损价: 0.0, 预期目标价: nan, 信号来源: SystemPart.SIGNAL, 备注: \n",
-      "卖出：SZ000001, 价格: 11.52, 数量: 1000.0, 信号来源: SystemPart.SIGNAL, 备注: \n",
-      "买入：SZ000001, 价格: 11.69, 数量: 1000.0 预期止损价: 0.0, 预期目标价: nan, 信号来源: SystemPart.SIGNAL, 备注: \n",
-      "卖出：SZ000001, 价格: 11.48, 数量: 1000.0, 信号来源: SystemPart.SIGNAL, 备注: \n",
-      "买入：SZ000001, 价格: 11.0, 数量: 1000.0 预期止损价: 0.0, 预期目标价: nan, 信号来源: SystemPart.SIGNAL, 备注: \n",
-      "卖出：SZ000001, 价格: 11.0, 数量: 1000.0, 信号来源: SystemPart.SIGNAL, 备注: \n",
-      "买入：SZ000001, 价格: 11.07, 数量: 1000.0 预期止损价: 0.0, 预期目标价: nan, 信号来源: SystemPart.SIGNAL, 备注: \n",
+      "买入：SZ000001, 价格: 11.81, 数量: 1000.0 预期止损价: 0.0, 预期目标价: nan, 信号来源: SystemPart.SIGNAL, 备注: \n",
       "卖出：SZ000001, 价格: 12.46, 数量: 1000.0, 信号来源: SystemPart.SIGNAL, 备注: \n",
       "买入：SZ000001, 价格: 12.48, 数量: 1000.0 预期止损价: 0.0, 预期目标价: nan, 信号来源: SystemPart.SIGNAL, 备注: \n",
-      "卖出：SZ000001, 价格: 12.4, 数量: 1000.0, 信号来源: SystemPart.SIGNAL, 备注: \n"
+      "卖出：SZ000001, 价格: 12.4, 数量: 1000.0, 信号来源: SystemPart.SIGNAL, 备注: \n",
+      "买入：SZ000001, 价格: 12.450000000000001, 数量: 1000.0 预期止损价: 0.0, 预期目标价: nan, 信号来源: SystemPart.SIGNAL, 备注: \n",
+      "卖出：SZ000001, 价格: 12.09, 数量: 1000.0, 信号来源: SystemPart.SIGNAL, 备注: \n",
+      "买入：SZ000001, 价格: 11.5, 数量: 1000.0 预期止损价: 0.0, 预期目标价: nan, 信号来源: SystemPart.SIGNAL, 备注: \n",
+      "卖出：SZ000001, 价格: 11.41, 数量: 1000.0, 信号来源: SystemPart.SIGNAL, 备注: \n",
+      "买入：SZ000001, 价格: 11.52, 数量: 1000.0 预期止损价: 0.0, 预期目标价: nan, 信号来源: SystemPart.SIGNAL, 备注: \n",
+      "卖出：SZ000001, 价格: 11.38, 数量: 1000.0, 信号来源: SystemPart.SIGNAL, 备注: \n",
+      "买入：SZ000001, 价格: 11.59, 数量: 1000.0 预期止损价: 0.0, 预期目标价: nan, 信号来源: SystemPart.SIGNAL, 备注: \n",
+      "卖出：SZ000001, 价格: 11.6, 数量: 1000.0, 信号来源: SystemPart.SIGNAL, 备注: \n",
+      "买入：SZ000001, 价格: 11.63, 数量: 1000.0 预期止损价: 0.0, 预期目标价: nan, 信号来源: SystemPart.SIGNAL, 备注: \n",
+      "卖出：SZ000001, 价格: 11.479000000000001, 数量: 1000.0, 信号来源: SystemPart.SIGNAL, 备注: \n",
+      "买入：SZ000001, 价格: 11.659, 数量: 1000.0 预期止损价: 0.0, 预期目标价: nan, 信号来源: SystemPart.SIGNAL, 备注: \n",
+      "卖出：SZ000001, 价格: 11.449, 数量: 1000.0, 信号来源: SystemPart.SIGNAL, 备注: \n"
      ]
     }
    ],
@@ -466,7 +452,7 @@
   },
   {
    "cell_type": "code",
-   "execution_count": 10,
+   "execution_count": 18,
    "metadata": {},
    "outputs": [
     {
@@ -492,20 +478,20 @@
        "      <th></th>\n",
        "      <th>证券代码</th>\n",
        "      <th>证券名称</th>\n",
-       "      <th>交易时间</th>\n",
-       "      <th>业务名称</th>\n",
-       "      <th>计划交易价格</th>\n",
-       "      <th>实际成交价格</th>\n",
+       "      <th>日期</th>\n",
+       "      <th>交易操作</th>\n",
+       "      <th>计划价格</th>\n",
+       "      <th>实际价格</th>\n",
        "      <th>目标价格</th>\n",
-       "      <th>交易数量</th>\n",
-       "      <th>止损价</th>\n",
-       "      <th>现金余额</th>\n",
-       "      <th>交易总成本</th>\n",
+       "      <th>数量</th>\n",
+       "      <th>止损</th>\n",
+       "      <th>现金</th>\n",
+       "      <th>总成本</th>\n",
        "      <th>佣金</th>\n",
        "      <th>印花税</th>\n",
        "      <th>过户费</th>\n",
        "      <th>其它成本</th>\n",
-       "      <th>信号来源</th>\n",
+       "      <th>来源</th>\n",
        "      <th>备注</th>\n",
        "    </tr>\n",
        "  </thead>\n",
@@ -516,8 +502,8 @@
        "      <td></td>\n",
        "      <td>2017-01-01</td>\n",
        "      <td>INIT</td>\n",
-       "      <td>300000.00</td>\n",
-       "      <td>300000.00</td>\n",
+       "      <td>300000.000</td>\n",
+       "      <td>300000.000</td>\n",
        "      <td>0.0</td>\n",
        "      <td>0.0</td>\n",
        "      <td>0.0</td>\n",
@@ -534,14 +520,14 @@
        "      <th>1</th>\n",
        "      <td>SZ000001</td>\n",
        "      <td>平安银行</td>\n",
-       "      <td>2025-02-11</td>\n",
+       "      <td>2025-06-23</td>\n",
        "      <td>BUY</td>\n",
-       "      <td>11.40</td>\n",
-       "      <td>11.40</td>\n",
+       "      <td>11.810</td>\n",
+       "      <td>11.810</td>\n",
        "      <td>NaN</td>\n",
        "      <td>1000.0</td>\n",
        "      <td>0.0</td>\n",
-       "      <td>288600.0</td>\n",
+       "      <td>288190.0</td>\n",
        "      <td>0.0</td>\n",
        "      <td>0.0</td>\n",
        "      <td>0.0</td>\n",
@@ -554,14 +540,14 @@
        "      <th>2</th>\n",
        "      <td>SZ000001</td>\n",
        "      <td>平安银行</td>\n",
-       "      <td>2025-02-27</td>\n",
+       "      <td>2025-07-23</td>\n",
        "      <td>SELL</td>\n",
-       "      <td>11.53</td>\n",
-       "      <td>11.53</td>\n",
+       "      <td>12.460</td>\n",
+       "      <td>12.460</td>\n",
        "      <td>NaN</td>\n",
        "      <td>1000.0</td>\n",
        "      <td>0.0</td>\n",
-       "      <td>300130.0</td>\n",
+       "      <td>300650.0</td>\n",
        "      <td>0.0</td>\n",
        "      <td>0.0</td>\n",
        "      <td>0.0</td>\n",
@@ -574,14 +560,14 @@
        "      <th>3</th>\n",
        "      <td>SZ000001</td>\n",
        "      <td>平安银行</td>\n",
-       "      <td>2025-02-28</td>\n",
+       "      <td>2025-08-08</td>\n",
        "      <td>BUY</td>\n",
-       "      <td>11.58</td>\n",
-       "      <td>11.58</td>\n",
+       "      <td>12.480</td>\n",
+       "      <td>12.480</td>\n",
        "      <td>NaN</td>\n",
        "      <td>1000.0</td>\n",
        "      <td>0.0</td>\n",
-       "      <td>288550.0</td>\n",
+       "      <td>288170.0</td>\n",
        "      <td>0.0</td>\n",
        "      <td>0.0</td>\n",
        "      <td>0.0</td>\n",
@@ -594,14 +580,14 @@
        "      <th>4</th>\n",
        "      <td>SZ000001</td>\n",
        "      <td>平安银行</td>\n",
-       "      <td>2025-03-03</td>\n",
+       "      <td>2025-08-11</td>\n",
        "      <td>SELL</td>\n",
-       "      <td>11.52</td>\n",
-       "      <td>11.52</td>\n",
+       "      <td>12.400</td>\n",
+       "      <td>12.400</td>\n",
        "      <td>NaN</td>\n",
        "      <td>1000.0</td>\n",
        "      <td>0.0</td>\n",
-       "      <td>300070.0</td>\n",
+       "      <td>300570.0</td>\n",
        "      <td>0.0</td>\n",
        "      <td>0.0</td>\n",
        "      <td>0.0</td>\n",
@@ -614,14 +600,14 @@
        "      <th>5</th>\n",
        "      <td>SZ000001</td>\n",
        "      <td>平安银行</td>\n",
-       "      <td>2025-03-06</td>\n",
+       "      <td>2025-08-26</td>\n",
        "      <td>BUY</td>\n",
-       "      <td>11.69</td>\n",
-       "      <td>11.69</td>\n",
+       "      <td>12.450</td>\n",
+       "      <td>12.450</td>\n",
        "      <td>NaN</td>\n",
        "      <td>1000.0</td>\n",
        "      <td>0.0</td>\n",
-       "      <td>288380.0</td>\n",
+       "      <td>288120.0</td>\n",
        "      <td>0.0</td>\n",
        "      <td>0.0</td>\n",
        "      <td>0.0</td>\n",
@@ -634,14 +620,14 @@
        "      <th>6</th>\n",
        "      <td>SZ000001</td>\n",
        "      <td>平安银行</td>\n",
-       "      <td>2025-03-19</td>\n",
+       "      <td>2025-08-28</td>\n",
        "      <td>SELL</td>\n",
-       "      <td>11.48</td>\n",
-       "      <td>11.48</td>\n",
+       "      <td>12.090</td>\n",
+       "      <td>12.090</td>\n",
        "      <td>NaN</td>\n",
        "      <td>1000.0</td>\n",
        "      <td>0.0</td>\n",
-       "      <td>299860.0</td>\n",
+       "      <td>300210.0</td>\n",
        "      <td>0.0</td>\n",
        "      <td>0.0</td>\n",
        "      <td>0.0</td>\n",
@@ -654,14 +640,14 @@
        "      <th>7</th>\n",
        "      <td>SZ000001</td>\n",
        "      <td>平安银行</td>\n",
-       "      <td>2025-04-21</td>\n",
+       "      <td>2025-10-17</td>\n",
        "      <td>BUY</td>\n",
-       "      <td>11.00</td>\n",
-       "      <td>11.00</td>\n",
+       "      <td>11.500</td>\n",
+       "      <td>11.500</td>\n",
        "      <td>NaN</td>\n",
        "      <td>1000.0</td>\n",
        "      <td>0.0</td>\n",
-       "      <td>288860.0</td>\n",
+       "      <td>288710.0</td>\n",
        "      <td>0.0</td>\n",
        "      <td>0.0</td>\n",
        "      <td>0.0</td>\n",
@@ -674,14 +660,14 @@
        "      <th>8</th>\n",
        "      <td>SZ000001</td>\n",
        "      <td>平安银行</td>\n",
-       "      <td>2025-04-24</td>\n",
+       "      <td>2025-10-20</td>\n",
        "      <td>SELL</td>\n",
-       "      <td>11.00</td>\n",
-       "      <td>11.00</td>\n",
+       "      <td>11.410</td>\n",
+       "      <td>11.410</td>\n",
        "      <td>NaN</td>\n",
        "      <td>1000.0</td>\n",
        "      <td>0.0</td>\n",
-       "      <td>299860.0</td>\n",
+       "      <td>300120.0</td>\n",
        "      <td>0.0</td>\n",
        "      <td>0.0</td>\n",
        "      <td>0.0</td>\n",
@@ -694,14 +680,14 @@
        "      <th>9</th>\n",
        "      <td>SZ000001</td>\n",
        "      <td>平安银行</td>\n",
-       "      <td>2025-05-09</td>\n",
+       "      <td>2025-10-23</td>\n",
        "      <td>BUY</td>\n",
-       "      <td>11.07</td>\n",
-       "      <td>11.07</td>\n",
+       "      <td>11.520</td>\n",
+       "      <td>11.520</td>\n",
        "      <td>NaN</td>\n",
        "      <td>1000.0</td>\n",
        "      <td>0.0</td>\n",
-       "      <td>288790.0</td>\n",
+       "      <td>288600.0</td>\n",
        "      <td>0.0</td>\n",
        "      <td>0.0</td>\n",
        "      <td>0.0</td>\n",
@@ -714,34 +700,54 @@
        "      <th>10</th>\n",
        "      <td>SZ000001</td>\n",
        "      <td>平安银行</td>\n",
-       "      <td>2025-06-12</td>\n",
-       "      <td>BONUS</td>\n",
-       "      <td>362.00</td>\n",
-       "      <td>362.00</td>\n",
+       "      <td>2025-10-30</td>\n",
+       "      <td>SELL</td>\n",
+       "      <td>11.380</td>\n",
+       "      <td>11.380</td>\n",
+       "      <td>NaN</td>\n",
+       "      <td>1000.0</td>\n",
        "      <td>0.0</td>\n",
+       "      <td>299980.0</td>\n",
        "      <td>0.0</td>\n",
        "      <td>0.0</td>\n",
-       "      <td>289514.0</td>\n",
        "      <td>0.0</td>\n",
        "      <td>0.0</td>\n",
        "      <td>0.0</td>\n",
+       "      <td>SG</td>\n",
+       "      <td></td>\n",
+       "    </tr>\n",
+       "    <tr>\n",
+       "      <th>11</th>\n",
+       "      <td>SZ000001</td>\n",
+       "      <td>平安银行</td>\n",
+       "      <td>2025-11-05</td>\n",
+       "      <td>BUY</td>\n",
+       "      <td>11.590</td>\n",
+       "      <td>11.590</td>\n",
+       "      <td>NaN</td>\n",
+       "      <td>1000.0</td>\n",
        "      <td>0.0</td>\n",
+       "      <td>288390.0</td>\n",
        "      <td>0.0</td>\n",
-       "      <td>--</td>\n",
+       "      <td>0.0</td>\n",
+       "      <td>0.0</td>\n",
+       "      <td>0.0</td>\n",
+       "      <td>0.0</td>\n",
+       "      <td>SG</td>\n",
        "      <td></td>\n",
        "    </tr>\n",
        "    <tr>\n",
-       "      <th>11</th>\n",
+       "      <th>12</th>\n",
        "      <td>SZ000001</td>\n",
        "      <td>平安银行</td>\n",
-       "      <td>2025-07-23</td>\n",
+       "      <td>2025-12-01</td>\n",
        "      <td>SELL</td>\n",
-       "      <td>12.46</td>\n",
-       "      <td>12.46</td>\n",
+       "      <td>11.600</td>\n",
+       "      <td>11.600</td>\n",
        "      <td>NaN</td>\n",
        "      <td>1000.0</td>\n",
        "      <td>0.0</td>\n",
-       "      <td>301612.0</td>\n",
+       "      <td>299990.0</td>\n",
        "      <td>0.0</td>\n",
        "      <td>0.0</td>\n",
        "      <td>0.0</td>\n",
@@ -751,17 +757,17 @@
        "      <td></td>\n",
        "    </tr>\n",
        "    <tr>\n",
-       "      <th>12</th>\n",
+       "      <th>13</th>\n",
        "      <td>SZ000001</td>\n",
        "      <td>平安银行</td>\n",
-       "      <td>2025-08-08</td>\n",
+       "      <td>2025-12-19</td>\n",
        "      <td>BUY</td>\n",
-       "      <td>12.48</td>\n",
-       "      <td>12.48</td>\n",
+       "      <td>11.630</td>\n",
+       "      <td>11.630</td>\n",
        "      <td>NaN</td>\n",
        "      <td>1000.0</td>\n",
        "      <td>0.0</td>\n",
-       "      <td>289132.0</td>\n",
+       "      <td>288360.0</td>\n",
        "      <td>0.0</td>\n",
        "      <td>0.0</td>\n",
        "      <td>0.0</td>\n",
@@ -771,17 +777,57 @@
        "      <td></td>\n",
        "    </tr>\n",
        "    <tr>\n",
-       "      <th>13</th>\n",
+       "      <th>14</th>\n",
        "      <td>SZ000001</td>\n",
        "      <td>平安银行</td>\n",
-       "      <td>2025-08-11</td>\n",
+       "      <td>2025-12-31</td>\n",
+       "      <td>SELL</td>\n",
+       "      <td>11.479</td>\n",
+       "      <td>11.479</td>\n",
+       "      <td>NaN</td>\n",
+       "      <td>1000.0</td>\n",
+       "      <td>0.0</td>\n",
+       "      <td>299839.0</td>\n",
+       "      <td>0.0</td>\n",
+       "      <td>0.0</td>\n",
+       "      <td>0.0</td>\n",
+       "      <td>0.0</td>\n",
+       "      <td>0.0</td>\n",
+       "      <td>SG</td>\n",
+       "      <td></td>\n",
+       "    </tr>\n",
+       "    <tr>\n",
+       "      <th>15</th>\n",
+       "      <td>SZ000001</td>\n",
+       "      <td>平安银行</td>\n",
+       "      <td>2026-01-07</td>\n",
+       "      <td>BUY</td>\n",
+       "      <td>11.659</td>\n",
+       "      <td>11.659</td>\n",
+       "      <td>NaN</td>\n",
+       "      <td>1000.0</td>\n",
+       "      <td>0.0</td>\n",
+       "      <td>288180.0</td>\n",
+       "      <td>0.0</td>\n",
+       "      <td>0.0</td>\n",
+       "      <td>0.0</td>\n",
+       "      <td>0.0</td>\n",
+       "      <td>0.0</td>\n",
+       "      <td>SG</td>\n",
+       "      <td></td>\n",
+       "    </tr>\n",
+       "    <tr>\n",
+       "      <th>16</th>\n",
+       "      <td>SZ000001</td>\n",
+       "      <td>平安银行</td>\n",
+       "      <td>2026-01-12</td>\n",
        "      <td>SELL</td>\n",
-       "      <td>12.40</td>\n",
-       "      <td>12.40</td>\n",
+       "      <td>11.449</td>\n",
+       "      <td>11.449</td>\n",
        "      <td>NaN</td>\n",
        "      <td>1000.0</td>\n",
        "      <td>0.0</td>\n",
-       "      <td>301532.0</td>\n",
+       "      <td>299629.0</td>\n",
        "      <td>0.0</td>\n",
        "      <td>0.0</td>\n",
        "      <td>0.0</td>\n",
@@ -795,40 +841,46 @@
        "</div>"
       ],
       "text/plain": [
-       "        证券代码  证券名称       交易时间   业务名称     计划交易价格     实际成交价格  目标价格    交易数量  止损价  \\\n",
-       "0                  2017-01-01   INIT  300000.00  300000.00   0.0     0.0  0.0   \n",
-       "1   SZ000001  平安银行 2025-02-11    BUY      11.40      11.40   NaN  1000.0  0.0   \n",
-       "2   SZ000001  平安银行 2025-02-27   SELL      11.53      11.53   NaN  1000.0  0.0   \n",
-       "3   SZ000001  平安银行 2025-02-28    BUY      11.58      11.58   NaN  1000.0  0.0   \n",
-       "4   SZ000001  平安银行 2025-03-03   SELL      11.52      11.52   NaN  1000.0  0.0   \n",
-       "5   SZ000001  平安银行 2025-03-06    BUY      11.69      11.69   NaN  1000.0  0.0   \n",
-       "6   SZ000001  平安银行 2025-03-19   SELL      11.48      11.48   NaN  1000.0  0.0   \n",
-       "7   SZ000001  平安银行 2025-04-21    BUY      11.00      11.00   NaN  1000.0  0.0   \n",
-       "8   SZ000001  平安银行 2025-04-24   SELL      11.00      11.00   NaN  1000.0  0.0   \n",
-       "9   SZ000001  平安银行 2025-05-09    BUY      11.07      11.07   NaN  1000.0  0.0   \n",
-       "10  SZ000001  平安银行 2025-06-12  BONUS     362.00     362.00   0.0     0.0  0.0   \n",
-       "11  SZ000001  平安银行 2025-07-23   SELL      12.46      12.46   NaN  1000.0  0.0   \n",
-       "12  SZ000001  平安银行 2025-08-08    BUY      12.48      12.48   NaN  1000.0  0.0   \n",
-       "13  SZ000001  平安银行 2025-08-11   SELL      12.40      12.40   NaN  1000.0  0.0   \n",
+       "    证券代码  证券名称       日期 交易操作    计划价格    实际价格  目标价格  \\\n",
+       "0                      2017-01-01     INIT  300000.000  300000.000       0.0   \n",
+       "1   SZ000001  平安银行 2025-06-23      BUY      11.810      11.810       NaN   \n",
+       "2   SZ000001  平安银行 2025-07-23     SELL      12.460      12.460       NaN   \n",
+       "3   SZ000001  平安银行 2025-08-08      BUY      12.480      12.480       NaN   \n",
+       "4   SZ000001  平安银行 2025-08-11     SELL      12.400      12.400       NaN   \n",
+       "5   SZ000001  平安银行 2025-08-26      BUY      12.450      12.450       NaN   \n",
+       "6   SZ000001  平安银行 2025-08-28     SELL      12.090      12.090       NaN   \n",
+       "7   SZ000001  平安银行 2025-10-17      BUY      11.500      11.500       NaN   \n",
+       "8   SZ000001  平安银行 2025-10-20     SELL      11.410      11.410       NaN   \n",
+       "9   SZ000001  平安银行 2025-10-23      BUY      11.520      11.520       NaN   \n",
+       "10  SZ000001  平安银行 2025-10-30     SELL      11.380      11.380       NaN   \n",
+       "11  SZ000001  平安银行 2025-11-05      BUY      11.590      11.590       NaN   \n",
+       "12  SZ000001  平安银行 2025-12-01     SELL      11.600      11.600       NaN   \n",
+       "13  SZ000001  平安银行 2025-12-19      BUY      11.630      11.630       NaN   \n",
+       "14  SZ000001  平安银行 2025-12-31     SELL      11.479      11.479       NaN   \n",
+       "15  SZ000001  平安银行 2026-01-07      BUY      11.659      11.659       NaN   \n",
+       "16  SZ000001  平安银行 2026-01-12     SELL      11.449      11.449       NaN   \n",
        "\n",
-       "        现金余额  交易总成本   佣金  印花税  过户费  其它成本 信号来源 备注  \n",
-       "0   300000.0    0.0  0.0  0.0  0.0   0.0   --     \n",
-       "1   288600.0    0.0  0.0  0.0  0.0   0.0   SG     \n",
-       "2   300130.0    0.0  0.0  0.0  0.0   0.0   SG     \n",
-       "3   288550.0    0.0  0.0  0.0  0.0   0.0   SG     \n",
-       "4   300070.0    0.0  0.0  0.0  0.0   0.0   SG     \n",
-       "5   288380.0    0.0  0.0  0.0  0.0   0.0   SG     \n",
-       "6   299860.0    0.0  0.0  0.0  0.0   0.0   SG     \n",
-       "7   288860.0    0.0  0.0  0.0  0.0   0.0   SG     \n",
-       "8   299860.0    0.0  0.0  0.0  0.0   0.0   SG     \n",
-       "9   288790.0    0.0  0.0  0.0  0.0   0.0   SG     \n",
-       "10  289514.0    0.0  0.0  0.0  0.0   0.0   --     \n",
-       "11  301612.0    0.0  0.0  0.0  0.0   0.0   SG     \n",
-       "12  289132.0    0.0  0.0  0.0  0.0   0.0   SG     \n",
-       "13  301532.0    0.0  0.0  0.0  0.0   0.0   SG     "
+       "      数量  止损      现金  总成本  佣金  印花税  过户费  其它成本 来源 备注  \n",
+       "0      0.0   0.0  300000.0     0.0   0.0     0.0     0.0       0.0   --       \n",
+       "1   1000.0   0.0  288190.0     0.0   0.0     0.0     0.0       0.0   SG       \n",
+       "2   1000.0   0.0  300650.0     0.0   0.0     0.0     0.0       0.0   SG       \n",
+       "3   1000.0   0.0  288170.0     0.0   0.0     0.0     0.0       0.0   SG       \n",
+       "4   1000.0   0.0  300570.0     0.0   0.0     0.0     0.0       0.0   SG       \n",
+       "5   1000.0   0.0  288120.0     0.0   0.0     0.0     0.0       0.0   SG       \n",
+       "6   1000.0   0.0  300210.0     0.0   0.0     0.0     0.0       0.0   SG       \n",
+       "7   1000.0   0.0  288710.0     0.0   0.0     0.0     0.0       0.0   SG       \n",
+       "8   1000.0   0.0  300120.0     0.0   0.0     0.0     0.0       0.0   SG       \n",
+       "9   1000.0   0.0  288600.0     0.0   0.0     0.0     0.0       0.0   SG       \n",
+       "10  1000.0   0.0  299980.0     0.0   0.0     0.0     0.0       0.0   SG       \n",
+       "11  1000.0   0.0  288390.0     0.0   0.0     0.0     0.0       0.0   SG       \n",
+       "12  1000.0   0.0  299990.0     0.0   0.0     0.0     0.0       0.0   SG       \n",
+       "13  1000.0   0.0  288360.0     0.0   0.0     0.0     0.0       0.0   SG       \n",
+       "14  1000.0   0.0  299839.0     0.0   0.0     0.0     0.0       0.0   SG       \n",
+       "15  1000.0   0.0  288180.0     0.0   0.0     0.0     0.0       0.0   SG       \n",
+       "16  1000.0   0.0  299629.0     0.0   0.0     0.0     0.0       0.0   SG       "
       ]
      },
-     "execution_count": 10,
+     "execution_count": 18,
      "metadata": {},
      "output_type": "execute_result"
     }
@@ -839,7 +891,7 @@
   },
   {
    "cell_type": "code",
-   "execution_count": 11,
+   "execution_count": 19,
    "metadata": {
     "scrolled": true
    },
@@ -847,24 +899,27 @@
     {
      "data": {
       "text/plain": [
-       "array([('', '', '2017-01-01T00:00:00.000000000', 'INIT', 3.000e+05, 3.000e+05,  0.,    0., 0., 300000., 0., 0., 0., 0., 0., '--', ''),\n",
-       "       ('SZ000001', '平安银行', '2025-02-11T00:00:00.000000000', 'BUY', 1.140e+01, 1.140e+01, nan, 1000., 0., 288600., 0., 0., 0., 0., 0., 'SG', ''),\n",
-       "       ('SZ000001', '平安银行', '2025-02-27T00:00:00.000000000', 'SELL', 1.153e+01, 1.153e+01, nan, 1000., 0., 300130., 0., 0., 0., 0., 0., 'SG', ''),\n",
-       "       ('SZ000001', '平安银行', '2025-02-28T00:00:00.000000000', 'BUY', 1.158e+01, 1.158e+01, nan, 1000., 0., 288550., 0., 0., 0., 0., 0., 'SG', ''),\n",
-       "       ('SZ000001', '平安银行', '2025-03-03T00:00:00.000000000', 'SELL', 1.152e+01, 1.152e+01, nan, 1000., 0., 300070., 0., 0., 0., 0., 0., 'SG', ''),\n",
-       "       ('SZ000001', '平安银行', '2025-03-06T00:00:00.000000000', 'BUY', 1.169e+01, 1.169e+01, nan, 1000., 0., 288380., 0., 0., 0., 0., 0., 'SG', ''),\n",
-       "       ('SZ000001', '平安银行', '2025-03-19T00:00:00.000000000', 'SELL', 1.148e+01, 1.148e+01, nan, 1000., 0., 299860., 0., 0., 0., 0., 0., 'SG', ''),\n",
-       "       ('SZ000001', '平安银行', '2025-04-21T00:00:00.000000000', 'BUY', 1.100e+01, 1.100e+01, nan, 1000., 0., 288860., 0., 0., 0., 0., 0., 'SG', ''),\n",
-       "       ('SZ000001', '平安银行', '2025-04-24T00:00:00.000000000', 'SELL', 1.100e+01, 1.100e+01, nan, 1000., 0., 299860., 0., 0., 0., 0., 0., 'SG', ''),\n",
-       "       ('SZ000001', '平安银行', '2025-05-09T00:00:00.000000000', 'BUY', 1.107e+01, 1.107e+01, nan, 1000., 0., 288790., 0., 0., 0., 0., 0., 'SG', ''),\n",
-       "       ('SZ000001', '平安银行', '2025-06-12T00:00:00.000000000', 'BONUS', 3.620e+02, 3.620e+02,  0.,    0., 0., 289514., 0., 0., 0., 0., 0., '--', ''),\n",
-       "       ('SZ000001', '平安银行', '2025-07-23T00:00:00.000000000', 'SELL', 1.246e+01, 1.246e+01, nan, 1000., 0., 301612., 0., 0., 0., 0., 0., 'SG', ''),\n",
-       "       ('SZ000001', '平安银行', '2025-08-08T00:00:00.000000000', 'BUY', 1.248e+01, 1.248e+01, nan, 1000., 0., 289132., 0., 0., 0., 0., 0., 'SG', ''),\n",
-       "       ('SZ000001', '平安银行', '2025-08-11T00:00:00.000000000', 'SELL', 1.240e+01, 1.240e+01, nan, 1000., 0., 301532., 0., 0., 0., 0., 0., 'SG', '')],\n",
-       "      dtype=[('证券代码', '<U10'), ('证券名称', '<U20'), ('交易时间', '<M8[ns]'), ('业务名称', '<U20'), ('计划交易价格', '<f8'), ('实际成交价格', '<f8'), ('目标价格', '<f8'), ('交易数量', '<f8'), ('止损价', '<f8'), ('现金余额', '<f8'), ('交易总成本', '<f8'), ('佣金', '<f8'), ('印花税', '<f8'), ('过户费', '<f8'), ('其它成本', '<f8'), ('信号来源', '<U20'), ('备注', '<U100')])"
+       "array([('', '', '2017-01-01T00:00:00.000000000', 'INIT', 3.0000e+05, 3.0000e+05,  0.,    0., 0., 300000., 0., 0., 0., 0., 0., '--', ''),\n",
+       "       ('SZ000001', '平安银行', '2025-06-23T00:00:00.000000000', 'BUY', 1.1810e+01, 1.1810e+01, nan, 1000., 0., 288190., 0., 0., 0., 0., 0., 'SG', ''),\n",
+       "       ('SZ000001', '平安银行', '2025-07-23T00:00:00.000000000', 'SELL', 1.2460e+01, 1.2460e+01, nan, 1000., 0., 300650., 0., 0., 0., 0., 0., 'SG', ''),\n",
+       "       ('SZ000001', '平安银行', '2025-08-08T00:00:00.000000000', 'BUY', 1.2480e+01, 1.2480e+01, nan, 1000., 0., 288170., 0., 0., 0., 0., 0., 'SG', ''),\n",
+       "       ('SZ000001', '平安银行', '2025-08-11T00:00:00.000000000', 'SELL', 1.2400e+01, 1.2400e+01, nan, 1000., 0., 300570., 0., 0., 0., 0., 0., 'SG', ''),\n",
+       "       ('SZ000001', '平安银行', '2025-08-26T00:00:00.000000000', 'BUY', 1.2450e+01, 1.2450e+01, nan, 1000., 0., 288120., 0., 0., 0., 0., 0., 'SG', ''),\n",
+       "       ('SZ000001', '平安银行', '2025-08-28T00:00:00.000000000', 'SELL', 1.2090e+01, 1.2090e+01, nan, 1000., 0., 300210., 0., 0., 0., 0., 0., 'SG', ''),\n",
+       "       ('SZ000001', '平安银行', '2025-10-17T00:00:00.000000000', 'BUY', 1.1500e+01, 1.1500e+01, nan, 1000., 0., 288710., 0., 0., 0., 0., 0., 'SG', ''),\n",
+       "       ('SZ000001', '平安银行', '2025-10-20T00:00:00.000000000', 'SELL', 1.1410e+01, 1.1410e+01, nan, 1000., 0., 300120., 0., 0., 0., 0., 0., 'SG', ''),\n",
+       "       ('SZ000001', '平安银行', '2025-10-23T00:00:00.000000000', 'BUY', 1.1520e+01, 1.1520e+01, nan, 1000., 0., 288600., 0., 0., 0., 0., 0., 'SG', ''),\n",
+       "       ('SZ000001', '平安银行', '2025-10-30T00:00:00.000000000', 'SELL', 1.1380e+01, 1.1380e+01, nan, 1000., 0., 299980., 0., 0., 0., 0., 0., 'SG', ''),\n",
+       "       ('SZ000001', '平安银行', '2025-11-05T00:00:00.000000000', 'BUY', 1.1590e+01, 1.1590e+01, nan, 1000., 0., 288390., 0., 0., 0., 0., 0., 'SG', ''),\n",
+       "       ('SZ000001', '平安银行', '2025-12-01T00:00:00.000000000', 'SELL', 1.1600e+01, 1.1600e+01, nan, 1000., 0., 299990., 0., 0., 0., 0., 0., 'SG', ''),\n",
+       "       ('SZ000001', '平安银行', '2025-12-19T00:00:00.000000000', 'BUY', 1.1630e+01, 1.1630e+01, nan, 1000., 0., 288360., 0., 0., 0., 0., 0., 'SG', ''),\n",
+       "       ('SZ000001', '平安银行', '2025-12-31T00:00:00.000000000', 'SELL', 1.1479e+01, 1.1479e+01, nan, 1000., 0., 299839., 0., 0., 0., 0., 0., 'SG', ''),\n",
+       "       ('SZ000001', '平安银行', '2026-01-07T00:00:00.000000000', 'BUY', 1.1659e+01, 1.1659e+01, nan, 1000., 0., 288180., 0., 0., 0., 0., 0., 'SG', ''),\n",
+       "       ('SZ000001', '平安银行', '2026-01-12T00:00:00.000000000', 'SELL', 1.1449e+01, 1.1449e+01, nan, 1000., 0., 299629., 0., 0., 0., 0., 0., 'SG', '')],\n",
+       "      dtype=[('证券代码', '<U10'), ('证券名称', '<U20'), ('日期', '<M8[ns]'), ('交易操作', '<U20'), ('计划价格', '<f8'), ('实际价格', '<f8'), ('目标价格', '<f8'), ('数量', '<f8'), ('止损', '<f8'), ('现金', '<f8'), ('总成本', '<f8'), ('佣金', '<f8'), ('印花税', '<f8'), ('过户费', '<f8'), ('其它成本', '<f8'), ('来源', '<U20'), ('备注', '<U100')])"
       ]
      },
-     "execution_count": 11,
+     "execution_count": 19,
      "metadata": {},
      "output_type": "execute_result"
     }
@@ -875,7 +930,7 @@
   },
   {
    "cell_type": "code",
-   "execution_count": 12,
+   "execution_count": 20,
    "metadata": {},
    "outputs": [
     {
@@ -901,21 +956,21 @@
        "      <th></th>\n",
        "      <th>证券代码</th>\n",
        "      <th>证券名称</th>\n",
-       "      <th>买入时间</th>\n",
-       "      <th>持仓天数</th>\n",
+       "      <th>开仓时间</th>\n",
+       "      <th>持有天数</th>\n",
        "      <th>持仓数量</th>\n",
-       "      <th>投入金额</th>\n",
-       "      <th>当前市值</th>\n",
-       "      <th>盈亏金额</th>\n",
-       "      <th>盈亏百分比</th>\n",
-       "      <th>止损价</th>\n",
-       "      <th>目标价</th>\n",
+       "      <th>总投入资金</th>\n",
+       "      <th>市值</th>\n",
+       "      <th>收益</th>\n",
+       "      <th>收益百分比</th>\n",
+       "      <th>止损</th>\n",
+       "      <th>目标价格</th>\n",
        "      <th>清仓时间</th>\n",
-       "      <th>累计持有数量</th>\n",
+       "      <th>累计持仓数量</th>\n",
        "      <th>累计成本</th>\n",
        "      <th>累计风险</th>\n",
-       "      <th>累计买入金额</th>\n",
-       "      <th>累计卖出金额</th>\n",
+       "      <th>累计买入资金</th>\n",
+       "      <th>累计卖出资金</th>\n",
        "    </tr>\n",
        "  </thead>\n",
        "  <tbody>\n",
@@ -923,145 +978,199 @@
        "      <th>0</th>\n",
        "      <td>SZ000001</td>\n",
        "      <td>平安银行</td>\n",
-       "      <td>2025-02-11</td>\n",
-       "      <td>16</td>\n",
+       "      <td>2025-06-23</td>\n",
+       "      <td>30</td>\n",
        "      <td>0.0</td>\n",
-       "      <td>-130.0</td>\n",
+       "      <td>-650.0</td>\n",
        "      <td>0.0</td>\n",
-       "      <td>130.0</td>\n",
+       "      <td>650.0</td>\n",
        "      <td>-100.0</td>\n",
        "      <td>0.0</td>\n",
        "      <td>NaN</td>\n",
-       "      <td>2025-02-27</td>\n",
+       "      <td>2025-07-23</td>\n",
        "      <td>1000.0</td>\n",
        "      <td>0.0</td>\n",
-       "      <td>11400.0</td>\n",
-       "      <td>11400.0</td>\n",
-       "      <td>11530.0</td>\n",
+       "      <td>11810.0</td>\n",
+       "      <td>11810.0</td>\n",
+       "      <td>12460.0</td>\n",
        "    </tr>\n",
        "    <tr>\n",
        "      <th>1</th>\n",
        "      <td>SZ000001</td>\n",
        "      <td>平安银行</td>\n",
-       "      <td>2025-02-28</td>\n",
+       "      <td>2025-08-08</td>\n",
        "      <td>3</td>\n",
        "      <td>0.0</td>\n",
-       "      <td>60.0</td>\n",
+       "      <td>80.0</td>\n",
        "      <td>0.0</td>\n",
-       "      <td>-60.0</td>\n",
+       "      <td>-80.0</td>\n",
        "      <td>-100.0</td>\n",
        "      <td>0.0</td>\n",
        "      <td>NaN</td>\n",
-       "      <td>2025-03-03</td>\n",
+       "      <td>2025-08-11</td>\n",
        "      <td>1000.0</td>\n",
        "      <td>0.0</td>\n",
-       "      <td>11580.0</td>\n",
-       "      <td>11580.0</td>\n",
-       "      <td>11520.0</td>\n",
+       "      <td>12480.0</td>\n",
+       "      <td>12480.0</td>\n",
+       "      <td>12400.0</td>\n",
        "    </tr>\n",
        "    <tr>\n",
        "      <th>2</th>\n",
        "      <td>SZ000001</td>\n",
        "      <td>平安银行</td>\n",
-       "      <td>2025-03-06</td>\n",
-       "      <td>13</td>\n",
+       "      <td>2025-08-26</td>\n",
+       "      <td>2</td>\n",
        "      <td>0.0</td>\n",
-       "      <td>210.0</td>\n",
+       "      <td>360.0</td>\n",
        "      <td>0.0</td>\n",
-       "      <td>-210.0</td>\n",
+       "      <td>-360.0</td>\n",
        "      <td>-100.0</td>\n",
        "      <td>0.0</td>\n",
        "      <td>NaN</td>\n",
-       "      <td>2025-03-19</td>\n",
+       "      <td>2025-08-28</td>\n",
        "      <td>1000.0</td>\n",
        "      <td>0.0</td>\n",
-       "      <td>11690.0</td>\n",
-       "      <td>11690.0</td>\n",
-       "      <td>11480.0</td>\n",
+       "      <td>12450.0</td>\n",
+       "      <td>12450.0</td>\n",
+       "      <td>12090.0</td>\n",
        "    </tr>\n",
        "    <tr>\n",
        "      <th>3</th>\n",
        "      <td>SZ000001</td>\n",
        "      <td>平安银行</td>\n",
-       "      <td>2025-04-21</td>\n",
+       "      <td>2025-10-17</td>\n",
        "      <td>3</td>\n",
        "      <td>0.0</td>\n",
+       "      <td>90.0</td>\n",
        "      <td>0.0</td>\n",
+       "      <td>-90.0</td>\n",
+       "      <td>-100.0</td>\n",
        "      <td>0.0</td>\n",
+       "      <td>NaN</td>\n",
+       "      <td>2025-10-20</td>\n",
+       "      <td>1000.0</td>\n",
        "      <td>0.0</td>\n",
+       "      <td>11500.0</td>\n",
+       "      <td>11500.0</td>\n",
+       "      <td>11410.0</td>\n",
+       "    </tr>\n",
+       "    <tr>\n",
+       "      <th>4</th>\n",
+       "      <td>SZ000001</td>\n",
+       "      <td>平安银行</td>\n",
+       "      <td>2025-10-23</td>\n",
+       "      <td>7</td>\n",
        "      <td>0.0</td>\n",
+       "      <td>140.0</td>\n",
+       "      <td>0.0</td>\n",
+       "      <td>-140.0</td>\n",
+       "      <td>-100.0</td>\n",
        "      <td>0.0</td>\n",
        "      <td>NaN</td>\n",
-       "      <td>2025-04-24</td>\n",
+       "      <td>2025-10-30</td>\n",
        "      <td>1000.0</td>\n",
        "      <td>0.0</td>\n",
-       "      <td>11000.0</td>\n",
-       "      <td>11000.0</td>\n",
-       "      <td>11000.0</td>\n",
+       "      <td>11520.0</td>\n",
+       "      <td>11520.0</td>\n",
+       "      <td>11380.0</td>\n",
        "    </tr>\n",
        "    <tr>\n",
-       "      <th>4</th>\n",
+       "      <th>5</th>\n",
        "      <td>SZ000001</td>\n",
        "      <td>平安银行</td>\n",
-       "      <td>2025-05-09</td>\n",
-       "      <td>75</td>\n",
+       "      <td>2025-11-05</td>\n",
+       "      <td>26</td>\n",
        "      <td>0.0</td>\n",
-       "      <td>-1752.0</td>\n",
+       "      <td>-10.0</td>\n",
        "      <td>0.0</td>\n",
-       "      <td>1752.0</td>\n",
+       "      <td>10.0</td>\n",
        "      <td>-100.0</td>\n",
        "      <td>0.0</td>\n",
        "      <td>NaN</td>\n",
-       "      <td>2025-07-23</td>\n",
+       "      <td>2025-12-01</td>\n",
        "      <td>1000.0</td>\n",
        "      <td>0.0</td>\n",
-       "      <td>11070.0</td>\n",
-       "      <td>11070.0</td>\n",
-       "      <td>12822.0</td>\n",
+       "      <td>11590.0</td>\n",
+       "      <td>11590.0</td>\n",
+       "      <td>11600.0</td>\n",
        "    </tr>\n",
        "    <tr>\n",
-       "      <th>5</th>\n",
+       "      <th>6</th>\n",
        "      <td>SZ000001</td>\n",
        "      <td>平安银行</td>\n",
-       "      <td>2025-08-08</td>\n",
-       "      <td>3</td>\n",
+       "      <td>2025-12-19</td>\n",
+       "      <td>12</td>\n",
        "      <td>0.0</td>\n",
-       "      <td>80.0</td>\n",
+       "      <td>151.0</td>\n",
        "      <td>0.0</td>\n",
-       "      <td>-80.0</td>\n",
+       "      <td>-151.0</td>\n",
        "      <td>-100.0</td>\n",
        "      <td>0.0</td>\n",
        "      <td>NaN</td>\n",
-       "      <td>2025-08-11</td>\n",
+       "      <td>2025-12-31</td>\n",
        "      <td>1000.0</td>\n",
        "      <td>0.0</td>\n",
-       "      <td>12480.0</td>\n",
-       "      <td>12480.0</td>\n",
-       "      <td>12400.0</td>\n",
+       "      <td>11630.0</td>\n",
+       "      <td>11630.0</td>\n",
+       "      <td>11479.0</td>\n",
+       "    </tr>\n",
+       "    <tr>\n",
+       "      <th>7</th>\n",
+       "      <td>SZ000001</td>\n",
+       "      <td>平安银行</td>\n",
+       "      <td>2026-01-07</td>\n",
+       "      <td>5</td>\n",
+       "      <td>0.0</td>\n",
+       "      <td>210.0</td>\n",
+       "      <td>0.0</td>\n",
+       "      <td>-210.0</td>\n",
+       "      <td>-100.0</td>\n",
+       "      <td>0.0</td>\n",
+       "      <td>NaN</td>\n",
+       "      <td>2026-01-12</td>\n",
+       "      <td>1000.0</td>\n",
+       "      <td>0.0</td>\n",
+       "      <td>11659.0</td>\n",
+       "      <td>11659.0</td>\n",
+       "      <td>11449.0</td>\n",
        "    </tr>\n",
        "  </tbody>\n",
        "</table>\n",
        "</div>"
       ],
       "text/plain": [
-       "       证券代码  证券名称       买入时间  持仓天数  持仓数量    投入金额  当前市值    盈亏金额  盈亏百分比  止损价  \\\n",
-       "0  SZ000001  平安银行 2025-02-11    16   0.0  -130.0   0.0   130.0 -100.0  0.0   \n",
-       "1  SZ000001  平安银行 2025-02-28     3   0.0    60.0   0.0   -60.0 -100.0  0.0   \n",
-       "2  SZ000001  平安银行 2025-03-06    13   0.0   210.0   0.0  -210.0 -100.0  0.0   \n",
-       "3  SZ000001  平安银行 2025-04-21     3   0.0     0.0   0.0     0.0    0.0  0.0   \n",
-       "4  SZ000001  平安银行 2025-05-09    75   0.0 -1752.0   0.0  1752.0 -100.0  0.0   \n",
-       "5  SZ000001  平安银行 2025-08-08     3   0.0    80.0   0.0   -80.0 -100.0  0.0   \n",
+       "   证券代码  证券名称   开仓时间  持有天数  持仓数量  总投入资金  市值   收益  \\\n",
+       "0  SZ000001  平安银行 2025-06-23        30       0.0      -650.0   0.0  650.0   \n",
+       "1  SZ000001  平安银行 2025-08-08         3       0.0        80.0   0.0  -80.0   \n",
+       "2  SZ000001  平安银行 2025-08-26         2       0.0       360.0   0.0 -360.0   \n",
+       "3  SZ000001  平安银行 2025-10-17         3       0.0        90.0   0.0  -90.0   \n",
+       "4  SZ000001  平安银行 2025-10-23         7       0.0       140.0   0.0 -140.0   \n",
+       "5  SZ000001  平安银行 2025-11-05        26       0.0       -10.0   0.0   10.0   \n",
+       "6  SZ000001  平安银行 2025-12-19        12       0.0       151.0   0.0 -151.0   \n",
+       "7  SZ000001  平安银行 2026-01-07         5       0.0       210.0   0.0 -210.0   \n",
        "\n",
-       "   目标价       清仓时间  累计持有数量  累计成本     累计风险   累计买入金额   累计卖出金额  \n",
-       "0  NaN 2025-02-27  1000.0   0.0  11400.0  11400.0  11530.0  \n",
-       "1  NaN 2025-03-03  1000.0   0.0  11580.0  11580.0  11520.0  \n",
-       "2  NaN 2025-03-19  1000.0   0.0  11690.0  11690.0  11480.0  \n",
-       "3  NaN 2025-04-24  1000.0   0.0  11000.0  11000.0  11000.0  \n",
-       "4  NaN 2025-07-23  1000.0   0.0  11070.0  11070.0  12822.0  \n",
-       "5  NaN 2025-08-11  1000.0   0.0  12480.0  12480.0  12400.0  "
+       "   收益百分比  止损  目标价格   清仓时间  累计持仓数量  累计成本  累计风险  \\\n",
+       "0      -100.0   0.0       NaN 2025-07-23        1000.0       0.0   11810.0   \n",
+       "1      -100.0   0.0       NaN 2025-08-11        1000.0       0.0   12480.0   \n",
+       "2      -100.0   0.0       NaN 2025-08-28        1000.0       0.0   12450.0   \n",
+       "3      -100.0   0.0       NaN 2025-10-20        1000.0       0.0   11500.0   \n",
+       "4      -100.0   0.0       NaN 2025-10-30        1000.0       0.0   11520.0   \n",
+       "5      -100.0   0.0       NaN 2025-12-01        1000.0       0.0   11590.0   \n",
+       "6      -100.0   0.0       NaN 2025-12-31        1000.0       0.0   11630.0   \n",
+       "7      -100.0   0.0       NaN 2026-01-12        1000.0       0.0   11659.0   \n",
+       "\n",
+       "   累计买入资金  累计卖出资金  \n",
+       "0       11810.0       12460.0  \n",
+       "1       12480.0       12400.0  \n",
+       "2       12450.0       12090.0  \n",
+       "3       11500.0       11410.0  \n",
+       "4       11520.0       11380.0  \n",
+       "5       11590.0       11600.0  \n",
+       "6       11630.0       11479.0  \n",
+       "7       11659.0       11449.0  "
       ]
      },
-     "execution_count": 12,
+     "execution_count": 20,
      "metadata": {},
      "output_type": "execute_result"
     }
@@ -1072,22 +1181,24 @@
   },
   {
    "cell_type": "code",
-   "execution_count": 13,
+   "execution_count": 21,
    "metadata": {},
    "outputs": [
     {
      "data": {
       "text/plain": [
-       "array([('SZ000001', '平安银行', '2025-02-11T00:00:00.000000000', 16, 0.,  -130., 0.,  130., -100., 0., nan, '2025-02-27T00:00:00.000000000', 1000., 0., 11400., 11400., 11530.),\n",
-       "       ('SZ000001', '平安银行', '2025-02-28T00:00:00.000000000',  3, 0.,    60., 0.,  -60., -100., 0., nan, '2025-03-03T00:00:00.000000000', 1000., 0., 11580., 11580., 11520.),\n",
-       "       ('SZ000001', '平安银行', '2025-03-06T00:00:00.000000000', 13, 0.,   210., 0., -210., -100., 0., nan, '2025-03-19T00:00:00.000000000', 1000., 0., 11690., 11690., 11480.),\n",
-       "       ('SZ000001', '平安银行', '2025-04-21T00:00:00.000000000',  3, 0.,     0., 0.,    0.,    0., 0., nan, '2025-04-24T00:00:00.000000000', 1000., 0., 11000., 11000., 11000.),\n",
-       "       ('SZ000001', '平安银行', '2025-05-09T00:00:00.000000000', 75, 0., -1752., 0., 1752., -100., 0., nan, '2025-07-23T00:00:00.000000000', 1000., 0., 11070., 11070., 12822.),\n",
-       "       ('SZ000001', '平安银行', '2025-08-08T00:00:00.000000000',  3, 0.,    80., 0.,  -80., -100., 0., nan, '2025-08-11T00:00:00.000000000', 1000., 0., 12480., 12480., 12400.)],\n",
-       "      dtype=[('证券代码', '<U10'), ('证券名称', '<U20'), ('买入时间', '<M8[ns]'), ('持仓天数', '<i8'), ('持仓数量', '<f8'), ('投入金额', '<f8'), ('当前市值', '<f8'), ('盈亏金额', '<f8'), ('盈亏百分比', '<f8'), ('止损价', '<f8'), ('目标价', '<f8'), ('清仓时间', '<M8[ns]'), ('累计持有数量', '<f8'), ('累计成本', '<f8'), ('累计风险', '<f8'), ('累计买入金额', '<f8'), ('累计卖出金额', '<f8')])"
+       "array([('SZ000001', '平安银行', '2025-06-23T00:00:00.000000000', 30, 0., -650., 0.,  650., -100., 0., nan, '2025-07-23T00:00:00.000000000', 1000., 0., 11810., 11810., 12460.),\n",
+       "       ('SZ000001', '平安银行', '2025-08-08T00:00:00.000000000',  3, 0.,   80., 0.,  -80., -100., 0., nan, '2025-08-11T00:00:00.000000000', 1000., 0., 12480., 12480., 12400.),\n",
+       "       ('SZ000001', '平安银行', '2025-08-26T00:00:00.000000000',  2, 0.,  360., 0., -360., -100., 0., nan, '2025-08-28T00:00:00.000000000', 1000., 0., 12450., 12450., 12090.),\n",
+       "       ('SZ000001', '平安银行', '2025-10-17T00:00:00.000000000',  3, 0.,   90., 0.,  -90., -100., 0., nan, '2025-10-20T00:00:00.000000000', 1000., 0., 11500., 11500., 11410.),\n",
+       "       ('SZ000001', '平安银行', '2025-10-23T00:00:00.000000000',  7, 0.,  140., 0., -140., -100., 0., nan, '2025-10-30T00:00:00.000000000', 1000., 0., 11520., 11520., 11380.),\n",
+       "       ('SZ000001', '平安银行', '2025-11-05T00:00:00.000000000', 26, 0.,  -10., 0.,   10., -100., 0., nan, '2025-12-01T00:00:00.000000000', 1000., 0., 11590., 11590., 11600.),\n",
+       "       ('SZ000001', '平安银行', '2025-12-19T00:00:00.000000000', 12, 0.,  151., 0., -151., -100., 0., nan, '2025-12-31T00:00:00.000000000', 1000., 0., 11630., 11630., 11479.),\n",
+       "       ('SZ000001', '平安银行', '2026-01-07T00:00:00.000000000',  5, 0.,  210., 0., -210., -100., 0., nan, '2026-01-12T00:00:00.000000000', 1000., 0., 11659., 11659., 11449.)],\n",
+       "      dtype=[('证券代码', '<U10'), ('证券名称', '<U20'), ('开仓时间', '<M8[ns]'), ('持有天数', '<i8'), ('持仓数量', '<f8'), ('总投入资金', '<f8'), ('市值', '<f8'), ('收益', '<f8'), ('收益百分比', '<f8'), ('止损', '<f8'), ('目标价格', '<f8'), ('清仓时间', '<M8[ns]'), ('累计持仓数量', '<f8'), ('累计成本', '<f8'), ('累计风险', '<f8'), ('累计买入资金', '<f8'), ('累计卖出资金', '<f8')])"
       ]
      },
-     "execution_count": 13,
+     "execution_count": 21,
      "metadata": {},
      "output_type": "execute_result"
     }
@@ -1106,7 +1217,7 @@
  ],
  "metadata": {
   "kernelspec": {
-   "display_name": "Python 3 (ipykernel)",
+   "display_name": "base",
    "language": "python",
    "name": "python3"
   },
@@ -1120,7 +1231,7 @@
    "name": "python",
    "nbconvert_exporter": "python",
    "pygments_lexer": "ipython3",
-   "version": "3.12.9"
+   "version": "3.12.7"
   }
  },
  "nbformat": 4,