Data & analysis

A股模拟持仓分析

Try it

当用户明确请求查询模拟交易持仓、账户余额、订单信息、历史成交记录、模拟账户中的买卖操作、取消模拟订单，或者发布关于模拟交易经验的帖子时，可以使用此技能来处理 Eastmoney MX 模拟股票投资组合的相关操作。该技能仅适用于模拟的 A 股交易练习，不得用于实际资金交易、投资建议、监控名单操作、股票筛选、新闻研究，或仅包含报价数据的操作。

What it does

Use this skill for Eastmoney MX simulated stock portfolio operations when the user explicitly asks to query mock trading holdings, account balance, orders, historical fills, buy/sell in a simulated account, cancel mock orders, or publish simulated trading experience posts. This skill is only for simulated A-share trading practice and must not be used for real-money trading, investment advice, watchlist actions, stock screening, news research, or quote-only data.

The skill document

mx-moni

Use mx_moni.py for the user's Eastmoney MX simulated portfolio. Operations may mutate a simulated account, so keep routing strict.

Trigger Boundaries

  • Use for simulated portfolio: holdings, funds, orders, historical fills, buy, sell, cancel, one-click cancel, and simulated trading post.
  • Proceed with buy/sell/cancel only when the user explicitly states the simulated-trading action and provides required details.
  • Do not use for real brokerage trading or real-money instructions.
  • Do not use for watchlist operations (mx-zixuan), screening candidates (mx-xuangu), latest data (mx-data), or news/event analysis (mx-search).

Inputs

  • Required environment: MX_APIKEY.
  • Optional environment: MX_API_URL defaults to https://mkapi2.dfcfs.com/finskillshub; MX_OUTPUT_DIR defaults to ~/.codex/skills-output/mx_data/output.
  • Query/holdings/balance/orders: natural-language instruction is enough.
  • Buy/sell: stock code, quantity, and either price or market-price wording.
  • Cancel: order id or explicit "撤销所有/一键撤单".
  • New post: explicit request plus post text; the script prompts for text interactively.

Workflow

  1. Confirm the request is for the simulated portfolio, not real trading.
  2. Identify intent: positions, balance, orders, buy, sell, cancel, or newPost.
  3. For mutating operations, ensure required inputs are present. Ask before guessing price, quantity, order id, or stock.
  4. Run:
python /Users/lu/.codex/skills/mx-moni/mx_moni.py "我的持仓"
python /Users/lu/.codex/skills/mx-moni/mx_moni.py "市价买入 000001 100 股"
python /Users/lu/.codex/skills/mx-moni/mx_moni.py "撤销所有未成交委托"
  1. Report the formatted result and generated JSON/TXT paths.
  2. For endpoint and payload details, read references/api.md.

Output Contract

  • State that results are from a simulated account.
  • For holdings/balance, summarize assets, available funds, positions, and P/L when returned.
  • For orders/fills, summarize order status and key identifiers.
  • For buy/sell/cancel, report API status and do not imply success if the response is missing or failed.

Failure Handling

  • Missing MX_APIKEY: stop and ask for configuration.
  • No simulated portfolio bound: tell the user to create/bind one in the MX Skills page.
  • Missing trade inputs: ask for exact stock code, quantity, and price/market choice.
  • API rejection: surface the message and do not retry mutating operations automatically.
  • Encoding for new posts: keep UTF-8 JSON and Content-Type: application/json; charset=UTF-8.

Validation

  • Use evals/evals.json after changing routing or the script.
  • Positive tests must include query and mutation prompts; negative tests must include real-trading, watchlist, screening, and quote-only prompts.

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