Stock Planner

Name: Stock Planner
Author: ChengQian

交易计划生成器。基于当前持仓、市场状态和策略规则生成下一交易日的买卖建议。支持仓位风险评估、止损止盈检查、仓位控制、买入优先级排序。 Use when: 需要每日交易计划、仓位管理、风险控制检查、持仓评估。 🎉 v1.0.0 功能: - 持仓盈亏分析(逐只股票) - 止损检查(亏损≥-8%自动标记) - 止盈建议(盈利≥+20%分批止盈) - 仓…

ChengQian

@cqdev-ai

What This Skill Does

Generates next trading day buy/sell suggestions based on current holdings, market state, and strategy rules. Analyzes per-stock P&L, checks stop-loss (≥-8%) and take-profit (≥+20%) conditions, manages position sizing, and ranks buy priorities.

Replaces manual daily portfolio review and spreadsheet-based stop-loss/take-profit tracking by automating trade plan generation with configurable market-state rules.

When to Use It

Generate daily trading plan with buy/sell suggestions for the next session
Check which holdings have hit stop-loss or take-profit thresholds
Adjust portfolio position sizing based on current market state (strong/weak/bear)
Rank buy priorities when adding new positions with limited cash
Review per-stock unrealized P&L and identify risk outliers
Export structured trade plan as JSON for downstream automation

Install

$ openclaw skills install @cqdev-ai/stock-planner

📋 Stock Planner

Overview

根据当前持仓和市场状态生成下一交易日的操作计划。自动计算每只股票的盈亏，检查止损/止盈条件，给出持有/关注/止损/止盈建议，并根据市场状态控制整体仓位。

Usage

# 标准计划（默认震荡市）
python3 scripts/stock_planner.py --positions positions.csv

# 指定市场状态和可用资金
python3 scripts/stock_planner.py --positions pos.csv --market weak --cash 300000

# 输出JSON
python3 scripts/stock_planner.py --positions pos.csv --output plan.json --json

输出示例

📋 交易计划 — 震荡市场
    =============================================
    生成时间: 2026-07-19 18:30
    市场判定: 震荡 (风险:中)
    =============================================
    持仓总数: 5/5
    持仓市值:  785,320.00
    总盈亏:    +28,450.00 (+3.8%)
    仓位比例: 78.5%
    可用资金:  215,000.00 (21.5%)

   代码      盈亏%     操作     说明
   ------------------------------------------------
   比亚迪    -7.2%    👀 关注   亏损-7.2%，接近止损线
   宁德时代  -9.5%    🔴 止损   亏损-9.5%，触发止损
   中芯国际  +15.3%   📌 观察   盈利15.3%，考虑减持
   茅台     +3.1%     持有
   药明康德  -2.5%     持有

   🔴 止损: 宁德时代 — 亏损-9.5%，触发止损
   💡 仓位78.5% > 目标50.0%，建议减仓

市场状态参考

参数	建议仓位	最大持仓	风险
strong	85%	8只	低
moderate	65%	6只	中低
oscillate(默认)	50%	5只	中
weak	35%	4只	中高
bear	20%	3只	高

Security

✅ 纯本地运行，无网络请求
✅ 只读持仓文件
❌ 无任意代码执行

Top skills in this category

Stock Analysis

@udiedrichsen

Analyze stocks and cryptocurrencies using Yahoo Finance data. Supports portfolio management, watchlists with alerts, dividend analysis, 8-dimension stock scoring, viral trend detection (Hot Scanner), and rumor/early signal detection. Use for stock analysis, portfolio tracking, earnings reactions, crypto monitoring, trending stocks, or finding rumors before they hit mainstream.

25758k

Stock Market Pro

@kys42

Yahoo Finance (yfinance) powered stock analysis skill: quotes, fundamentals, ASCII trends, high-resolution charts (RSI/MACD/BB/VWAP/ATR), plus optional web a...

15532k

A股量化 AkShare

@mbpz

A股量化数据分析工具，基于AkShare库获取A股行情、财务数据、板块信息等。用于回答关于A股股票查询、行情数据、财务分析、选股等问题。

10131k

Stock Watcher

@robin797860

Manage and monitor a personal stock watchlist with support for adding, removing, listing stocks, and summarizing their recent performance using data from 10jqka.com.cn. Use when the user wants to track specific stocks, get performance summaries, or manage their watchlist.

8736k

Intelligent Stocks Screener

@financial-ai-analyst

基于东方财富数据库，支持通过自然语言输入筛选A港美股、基金、债券等多种资产，支持多元指标筛选，含技术面、消息面、基本面及市场情绪等，可用于全球资产速筛、跨市场监控、投资组合构建、策略回测等场景。返回结果包含数据说明及 csv 文件。Natural language screener for investment...

10626k