feat: upgrade from health-check tool to investment research system#15
Merged
ShuhaoQing merged 6 commits intomainfrom Apr 8, 2026
Merged
feat: upgrade from health-check tool to investment research system#15ShuhaoQing merged 6 commits intomainfrom
ShuhaoQing merged 6 commits intomainfrom
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Phase 0: Migrate data directory from ~/.haoinvest/ to project-local .haoinvest/ for easier IDE browsing. Existing DB copied over. Phase 1a: Expand eastmoney RPT_LICO_FN_CPD from 6 fields to ALL (37), adding dividend yield, revenue/profit growth, EPS, BPS, cash flow per share. These were already in the API response but not extracted. Phase 1b: Support multi-period financial data (periods parameter) for historical trend analysis across quarterly reports. Phase 1c: Create skill reference files in references/ directory: - a-share-analysis-framework.md (5-dimension analysis for A-shares) - valuation-guide.md (relative valuation, industry-specific PE/PB) - position-management.md (add/reduce/rotate decision framework) - stock-screening-workflow.md (top-down screening with strategies) Phase 1d: Simplify hardcoded valuation judgments — code now outputs data-focused labels (PE/PB values) instead of absolute verdicts. Deep interpretation delegated to Claude via reference files. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Add screen_stocks() via eastmoney xuangu API with filters (PE, PB, ROE, market cap, dividend yield) and sector_flow() via push2 endpoint (beta). New CLI commands: `market screen` and `market sector-flow`. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Add InvestmentThesis model, DB table + CRUD, and CLI commands (add, list, show, invalidate, realize, review). Guardrails alerts now check for overdue thesis reviews and prefer structured theses over journal entries. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Create vault directory structure with note templates (个股/政策). Update SKILL.md with screening, thesis, and Obsidian workflows. Add reference files and command docs for new Phase 2-3 features. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
…ignals - Add `trends` analysis module: multi-period financial data (ROE, revenue growth, profit margin, EPS across 8 quarters) - Add PE/PB percentile within sector peers for relative valuation - Volume confirmation now votes (+1) in signal aggregation when anomaly detected, boosting confidence for volume-confirmed signals Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Add json.loads exception handling in thesis CLI (friendly error message) - Fix config.py docstring (data/ → .haoinvest/) - Add THESIS_REVIEW AlertType instead of reusing GAIN_REVIEW - Unify get_financial_indicators return type to always list[dict] - Use bisect for O(log n) percentile calculation in peer comparison - Add _project_root() fallback warning log - Add screen_stocks PE exclusion note in docstring - Remove redundant datetime import in alerts.py - Add tests: thesis CRUD (7 tests), thesis review alerts (3 tests) Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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Summary
Transforms haoInvest from a stock "health check" tool into a full investment research system across 5 phases:
.haoinvest/, expanded eastmoney financial fields (37→ALL columns), multi-period data (8 quarters)market screen) and sector capital flow (market sector-flow)Changes (27 files, +1468/-124)
eastmoney.py(screening, sector flow, expanded fields)models.py(ThesisStatus, InvestmentThesis, expanded BasicInfo)db.py(investment_theses table + CRUD)trends.py(new),peer.py(percentiles),signals.py(volume voting),registry.py(8 modules)market.py(screen, sector-flow),portfolio.py(thesis subcommands)alerts.py(thesis review alerts)SKILL.md(workflows),references/(4 framework files)config.py(project-local data dir)Test plan
pytest— 346 passed, 15 deselected (integration)ruff check .— cleanruff format --check .— cleanuv run haoinvest market screen --pe-max 20 --roe-min 15uv run haoinvest portfolio thesis add 600519 1500 "test"uv run haoinvest analyze run 600519 --modules trends🤖 Generated with Claude Code