v1.4.1: README 更新持仓跟踪智能体模块(架构/目录/表/API/版本历史)

README.md

@@ -128,6 +128,7 @@ cd works/stock-advisor
 | `strategy_backtests` | 策略回测结果（408 条） | strategy/code/metrics/equity/trades |
 | `settings` | 系统设置 KV | key/value |
 | `notification_log` | 舆情通知日志 | news_id/importance/status |
+| `tracking_reports` | 持仓跟踪报告（含数据源/影响度 JSON） | code/report/meta/sources |
 
 ---
 
@@ -194,6 +195,22 @@ cd works/stock-advisor
 
 **防打扰机制**：`monitor_last_news_id` 水位只扫新增；首次启动只建水位不通知历史；单封邮件最多 20 条。
 
+### 5. 持仓跟踪智能体（engine/agent.py + chain_data.py）
+
+对**自选股（持仓）**定期主动跟踪，由**大模型智能体 + 工作流**驱动：
+
+```
+工作流：读取产业链知识库 → RAG+DB 采集(个股/上游/下游/同业) → LLM 产业链深度分析
+      → 影响度判定(0-100) → 入库 tracking_reports → 重大变化(≥阈值)邮件通知
+```
+
+- **产业链知识库** `chain_data.py`：覆盖 40+ 行业，每个行业定义 上游(供给/成本)/下游(需求/客户)/同业 + 检索关键词（引用池内股票代码便于 RAG 过滤）
+- **深度分析报告**结构：个股最新动态 / 上游产业链分析 / 下游产业链分析 / 同行业竞争格局 / 产业链传导与投资启示 / 风险提示 / 关注要点
+- **影响度判定**：大模型输出 JSON（significance / impact_score / change_kind / summary / chain_trend），前置输出防截断，容错解析
+- **主动调度**：后台调度器按间隔（默认 60 分钟）跟踪全部自选股；支持「立即跟踪全部/单只」
+- **重大变化通知**：impact_score ≥ 阈值（默认 65）自动邮件
+- **页面 `/tracking`**：持仓最近跟踪一览 + 全部跟踪记录 + 详情弹窗（报告 + 四环节数据源）
+
 ### 5. 系统设置（/settings）
 
 - **📧 邮件**：SMTP 服务器/端口/加密模式（plain/starttls/ssl）/账号/密码/收件人 + 测试邮件
@@ -250,6 +267,15 @@ cd works/stock-advisor
 | GET | `/api/ratings/upgrades` | 评级变动榜 |
 | GET | `/api/holdings/moves` | 基金增减持榜 |
 
+### 持仓跟踪
+| 方法 | 路径 | 说明 |
+|---|---|---|
+| GET | `/api/tracking` | 跟踪报告列表 |
+| GET | `/api/tracking/stock/<code>` | 某股跟踪记录 |
+| GET | `/api/tracking/<id>` | 跟踪详情（含数据源） |
+| POST | `/api/tracking/run` | 立即跟踪全部自选股 |
+| POST | `/api/tracking/run/<code>` | 立即跟踪单只 |
+
 ### 量化策略
 | 方法 | 路径 | 说明 |
 |---|---|---|
@@ -327,6 +353,7 @@ IS_MOCK = False
 | v1.1.0 | AI 分析历史记录 + 数据源详情页（/analysis/&lt;id&gt;，展示 RAG 新闻/提示词等） |
 | v1.2.0 | 量化策略模块：6 主流策略全市场回测 + 单股净值曲线 + 交易明细 |
 | v1.3.0 | 舆情驱动自动化（定期扫新闻→邮件通知）+ 系统设置区（邮件/大模型/监控可配） |
+| v1.4.0 | 持仓跟踪智能体：产业链上下游深度分析（上游供给/成本、下游需求/景气、同业），影响度判定+重大变化通知 |
 
 ---
 

app.py

@@ -55,6 +55,11 @@ def page_strategies():
     return render_template("strategies.html", service=SERVICE_NAME, is_mock=IS_MOCK)
 
 
+@app.route("/tracking")
+def page_tracking():
+    return render_template("tracking.html", service=SERVICE_NAME, is_mock=IS_MOCK)
+
+
 @app.route("/admin")
 def page_admin():
     return render_template("admin.html", service=SERVICE_NAME, is_mock=IS_MOCK)
@@ -550,15 +555,17 @@ def api_backtest_rebuild():
 # ------------------------------------------------------------------ 设置与舆情监控
 @app.route("/api/settings")
 def api_settings():
-    from settings import all_settings, mail_config, monitor_config, monitor_state
+    from settings import all_settings, mail_config, monitor_config, monitor_state, \
+        tracking_config, tracking_state
     from config import LLM_BASE_URL, LLM_API_KEY, LLM_MODEL
     s = all_settings()
-    # 返回带默认值的完整配置
     mail = mail_config()
     mono = monitor_config()
+    track = tracking_config()
     return jsonify({
         "mail": mail,
         "monitor": mono,
+        "tracking": {**track, **tracking_state()},
         "llm": {
             "base_url": s.get("llm_base_url", LLM_BASE_URL),
             "api_key": s.get("llm_api_key", LLM_API_KEY),
@@ -589,6 +596,11 @@ def api_settings_save():
               "monitor_sentiment", "monitor_importance", "monitor_keywords"):
         if k in mono:
             set_setting(k, mono[k])
+    # 持仓跟踪
+    track = body.get("tracking") or {}
+    for k in ("tracking_enabled", "tracking_interval", "tracking_notify", "tracking_impact_threshold"):
+        if k in track:
+            set_setting(k, track[k])
     return jsonify({"ok": True, "msg": "设置已保存"})
 
 
@@ -637,6 +649,62 @@ def api_monitor_log():
     return jsonify({"items": notification_log()})
 
 
+# ------------------------------------------------------------------ 持仓跟踪
+@app.route("/api/tracking")
+def api_tracking_list():
+    from engine.agent import list_reports
+    return jsonify({"items": list_reports()})
+
+
+@app.route("/api/tracking/stock/<code>")
+def api_tracking_stock(code):
+    from engine.agent import latest_reports
+    return jsonify({"items": latest_reports(code)})
+
+
+@app.route("/api/tracking/<int:rid>")
+def api_tracking_detail(rid):
+    from engine.agent import get_report
+    import json as _json
+    r = get_report(rid)
+    if not r:
+        return jsonify({"error": "记录不存在"}), 404
+    r["meta"] = _json.loads(r["meta"] or "{}")
+    r["sources"] = _json.loads(r["sources"] or "{}")
+    return jsonify(r)
+
+
+@app.route("/api/tracking/run", methods=["POST"])
+def api_tracking_run():
+    """立即跟踪全部自选股（后台）"""
+    import threading
+
+    def run():
+        from engine.agent import track_watchlist
+        try:
+            track_watchlist()
+        except Exception as e:
+            log.error("track run fail: %s", e)
+
+    threading.Thread(target=run, daemon=True).start()
+    return jsonify({"ok": True, "msg": "跟踪任务已启动（逐只分析，约每只30-60秒）"})
+
+
+@app.route("/api/tracking/run/<code>", methods=["POST"])
+def api_tracking_run_one(code):
+    from engine.agent import track_stock
+    import threading
+
+    def run():
+        try:
+            track_stock(code)
+        except Exception as e:
+            log.error("track %s fail: %s", code, e)
+
+    threading.Thread(target=run, daemon=True).start()
+    return jsonify({"ok": True, "msg": "跟踪已启动"})
+
+
 # ------------------------------------------------------------------ 数据管理
 @app.route("/api/admin/stats")
 def api_admin_stats():
@@ -694,6 +762,8 @@ def api_admin_healthcheck():
 if __name__ == "__main__":
     init_db()
     from engine.notifier import start_monitor
+    from engine.agent import start_tracking
     start_monitor()
+    start_tracking()
     print(f"✅ {SERVICE_NAME} 启动: http://0.0.0.0:{SERVICE_PORT}")
     app.run(host=SERVICE_HOST, port=SERVICE_PORT, threaded=True)

config.py

@@ -65,3 +65,11 @@ MONITOR_DEFAULTS = {
     "monitor_importance": "45",        # 重要度阈值(0-100)，>= 则通知
     "monitor_keywords": "回购,中标,减持,问询,停牌,上调,下调,超预期,不及预期,预警,重组,增持,定增,业绩,退市",
 }
+
+# ---------------- 持仓跟踪智能体（默认值，可在设置区修改） ----------------
+TRACKING_DEFAULTS = {
+    "tracking_enabled": "1",
+    "tracking_interval": "60",          # 分钟
+    "tracking_notify": "1",             # 重大变化时邮件通知
+    "tracking_impact_threshold": "65",  # 影响度评分 >= 此值判定为重大变化
+}

database.py

@@ -140,6 +140,19 @@ CREATE TABLE IF NOT EXISTS notification_log (
   sent_at TEXT DEFAULT (datetime('now','localtime'))
 );
 
+CREATE TABLE IF NOT EXISTS tracking_reports (
+  id INTEGER PRIMARY KEY AUTOINCREMENT,
+  code TEXT NOT NULL,
+  stock_name TEXT DEFAULT '',
+  industry TEXT DEFAULT '',
+  report TEXT DEFAULT '',            -- 产业链深度分析（markdown）
+  meta TEXT DEFAULT '{}',            -- JSON：significance/impact_score/summary/新闻统计
+  sources TEXT DEFAULT '{}',         -- JSON：个股/上游/下游/同业 采集的资讯 + 指标 + 评级
+  status TEXT DEFAULT 'done',
+  created_at TEXT DEFAULT (datetime('now','localtime'))
+);
+CREATE INDEX IF NOT EXISTS idx_tracking_code ON tracking_reports(code);
+
 CREATE TABLE IF NOT EXISTS market_index (
   date TEXT PRIMARY KEY,
   sh REAL DEFAULT 0,   -- 上证指数（点）
@@ -206,7 +219,7 @@ def wipe_all():
     """清空业务表（保留结构）+ 重置自增序列，用于重灌数据"""
     for t in ("stock_daily", "inst_ratings", "fund_holdings", "news",
               "institutions", "stocks", "watchlist", "analysis_cache", "analysis_history",
-              "market_index", "strategy_backtests", "notification_log"):
+              "market_index", "strategy_backtests", "notification_log", "tracking_reports"):
         with db() as conn:
             conn.execute(f'DELETE FROM "{t}"')
     with db() as conn:

engine/agent.py

@@ -0,0 +1,393 @@
+# -*- coding: utf-8 -*-
+"""
+持仓跟踪智能体（AI Agent + 工作流）
+
+对持仓/自选股票进行定期深度跟踪，工作流：
+  1. 上下文构建  读取产业链知识库（上游/下游/同业 + 关键词）
+  2. 数据采集    个股动态 + 上游产业链 + 下游产业链 + 同业动态（DB + RAG 向量检索）
+  3. 智能体分析  大模型扮演产业链跟踪分析师，输出深度专业分析 + 影响度判定
+  4. 沉淀与通知  结果入库 tracking_reports；重大变化（impact_score 达阈值）邮件通知
+
+「智能体」体现在：大模型自主综合个股与产业链多环节信息，输出结构化的
+个股动态 / 上游供给成本 / 下游需求景气 / 同业竞争 / 传导影响 / 风险与关注要点，
+并给出 0-100 影响度评分与变化性质判定。
+"""
+import json
+import logging
+import re
+import threading
+import time
+
+from database import query, query_one, execute
+from settings import tracking_config, tracking_state, set_tracking_state, mail_config
+from engine.chain_data import get_chain
+from engine.indicators import compute_indicators
+from rag.vector_store import query_vectors
+from config import CHROMA_NEWS_COLLECTION
+from engine.analyst import llm_chat
+
+log = logging.getLogger("agent")
+
+_track_lock = threading.Lock()
+_cycle_running = False
+_jobs = {}          # code -> {status, error, ts}
+
+
+# ===================================================================== 数据采集
+def _db_news(codes, days=40, limit=8):
+    """按关联股票代码取新闻（近 days 天）"""
+    if not codes:
+        return []
+    conds, args = [], []
+    for c in codes:
+        conds.append("(related_stocks=? OR related_stocks LIKE ? OR related_stocks LIKE ?)")
+        args += [c, f"%,{c}", f"{c},%"]
+    args.append(limit)
+    return query(
+        f"SELECT id,title,content,source,category,publish_date,sentiment FROM news "
+        f"WHERE ({' OR '.join(conds)}) AND publish_date >= date('now','-{days} day') "
+        f"ORDER BY publish_date DESC LIMIT ?", args)
+
+
+def _rag_news_text(question, where=None, top_k=4):
+    """向量语义检索，返回紧凑文本"""
+    try:
+        hits = query_vectors(question, n_results=top_k, where=where, name=CHROMA_NEWS_COLLECTION)
+        out = []
+        for h in hits:
+            m = h.get("metadata", {})
+            out.append(f"  [{m.get('date','')}] {m.get('title','')} (情感{m.get('sentiment',0):+.2f}) "
+                       f"{h.get('document','')[:90]}")
+        return out
+    except Exception as e:
+        log.warning("rag fail: %s", e)
+        return []
+
+
+def _fmt_news(items):
+    return "\n".join(
+        f"  [{n['publish_date']}] {n['title']} (情感{n['sentiment']:+.2f}) {n['content'][:90]}"
+        for n in items) or "  （暂无）"
+
+
+def collect_chain(code):
+    """采集个股 + 产业链各环节资讯，返回结构化 dict"""
+    stock = query_one("SELECT * FROM stocks WHERE code=?", (code,))
+    if not stock:
+        return None
+    chain = get_chain(stock["industry"])
+    seg = {}
+
+    # 1. 个股直接动态
+    direct = _db_news([code], days=40, limit=8)
+    direct_rag = _rag_news_text(f"{stock['name']} 最新动态 业绩 公告 重大事项", where={"code": code}, top_k=4)
+    seg["direct"] = {"db": _fmt_news(direct), "rag": "\n".join(direct_rag) or "  （暂无）"}
+
+    # 2. 上游
+    up_db = _db_news(chain["upstream"]["codes"], days=40, limit=6)
+    up_rag = _rag_news_text(f"{stock['industry']} 上游 {chain['upstream']['keywords']}", top_k=4)
+    seg["upstream"] = {"codes": chain["upstream"]["codes"],
+                       "keywords": chain["upstream"]["keywords"],
+                       "db": _fmt_news(up_db), "rag": "\n".join(up_rag) or "  （暂无）"}
+
+    # 3. 下游
+    dn_db = _db_news(chain["downstream"]["codes"], days=40, limit=6)
+    dn_rag = _rag_news_text(f"{stock['industry']} 下游需求 景气 {chain['downstream']['keywords']}", top_k=4)
+    seg["downstream"] = {"codes": chain["downstream"]["codes"],
+                         "keywords": chain["downstream"]["keywords"],
+                         "db": _fmt_news(dn_db), "rag": "\n".join(dn_rag) or "  （暂无）"}
+
+    # 4. 同业
+    peer_db = _db_news(chain["peers"], days=40, limit=5)
+    peer_rag = _rag_news_text(f"{stock['industry']} 竞争格局 同业 {chain['peers']}", top_k=3)
+    seg["peers"] = {"codes": chain["peers"],
+                    "db": _fmt_news(peer_db), "rag": "\n".join(peer_rag) or "  （暂无）"}
+
+    # 5. 技术面 + 机构
+    ind = compute_indicators(query("SELECT date,open,high,low,close,volume FROM stock_daily "
+                                   "WHERE code=? ORDER BY date ASC", (code,)))
+    ratings = query("SELECT inst_name, rating, target_price, rating_date FROM inst_ratings "
+                    "WHERE stock_code=? ORDER BY rating_date DESC LIMIT 5", (code,))
+    holdings = query("SELECT inst_name, quarter, hold_value, change_pct FROM fund_holdings "
+                     "WHERE stock_code=? ORDER BY quarter DESC LIMIT 5", (code,))
+    seg["stock"] = stock
+    seg["chain"] = chain
+    seg["indicators"] = ind
+    seg["ratings"] = ratings
+    seg["holdings"] = holdings
+    return seg
+
+
+# ===================================================================== 分析提示词
+def _fmt_ind(ind):
+    return (f"最新价 {ind.get('close')}（{ind.get('change_pct',0):+.2f}%），5日{ind.get('chg_5d',0):+.2f}% / "
+            f"20日{ind.get('chg_20d',0):+.2f}%，RSI={ind.get('rsi')}，量比{ind.get('vol_ratio')}，"
+            f"MA20={ind.get('ma20')}")
+
+
+def build_prompt(seg):
+    s = seg["stock"]
+    chain = seg["chain"]
+    rated = "、".join(f"{r['inst_name']}({r['rating']},目标{r['target_price']})" for r in seg["ratings"]) or "暂无"
+    held = "；".join(f"{h['inst_name']} {h['quarter']}持仓{h['hold_value']:.0f}万 环比{h['change_pct']:+.1f}%"
+                     for h in seg["holdings"]) or "暂无"
+    return f"""你是资深产业链跟踪分析师，正在对【持仓标的】{s['name']}({s['code']}) 进行深度跟踪。请综合【个股】与【产业链上下游/同业】的全部动态，输出一份专业、有洞察的产业链跟踪分析。
+
+【个股基本面】
+{s.get('description','')}
+
+【技术面】{_fmt_ind(seg['indicators'])}
+【机构动向】评级：{rated} ｜ 持仓：{held}
+
+【一、个股直接动态】（公告/新闻/机构观点）
+{seg['direct']['db']}
+{seg['direct']['rag']}
+
+【二、上游产业链】（供给/原材料/成本端；关联股票 {seg['upstream']['codes'] or '无'}，关键词：{seg['upstream']['keywords']}）
+{seg['upstream']['db']}
+{seg['upstream']['rag']}
+
+【三、下游产业链】（需求/客户/景气端；关联股票 {seg['downstream']['codes'] or '无'}，关键词：{seg['downstream']['keywords']}）
+{seg['downstream']['db']}
+{seg['downstream']['rag']}
+
+【四、同业动态】（竞争格局；{seg['peers']['codes'] or '无'}）
+{seg['peers']['db']}
+{seg['peers']['rag']}
+
+【输出要求】
+第一步，先输出一个 json 代码块（必须最先输出，内容为本次判定，不要包含其他内容）：
+```json
+{{"significance":"high|medium|low","impact_score":0到100的整数,"change_kind":"利好/利空/中性/震荡","summary":"一句话总结","chain_trend":"产业链趋势判断"}}
+```
+第二步，再输出 Markdown 分析报告，结构如下：
+## 一、个股最新动态
+## 二、上游产业链分析（供给、原材料、成本端变化及其传导）
+## 三、下游产业链分析（需求、客户、景气度变化及其传导）
+## 四、同行业竞争格局
+## 五、产业链传导与投资启示（上游→中游→下游，对{ s['name']}的影响路径）
+## 六、风险提示
+## 关注要点（3-5条）
+
+分析须严格基于提供的资讯，避免编造。impact_score 反映本次跟踪发现的动态对股价的潜在影响程度：>=65 视为重大变化。"""
+
+
+def parse_judge(text):
+    """从容错地从 LLM 输出中提取 JSON 判定（支持 json 代码块/截断/缺失字段）"""
+    t = text.strip()
+    # 0) 优先取 json 代码块
+    m = re.search(r"```json\s*(.*?)\s*```", t, re.S)
+    if m:
+        try:
+            j = json.loads(m.group(1))
+            if "significance" in j or "impact_score" in j:
+                return j
+        except Exception:
+            pass
+    # 1) 整体 JSON 对象解析
+    for m in re.finditer(r"\{[^{}]*\}", t, re.S):
+        try:
+            j = json.loads(m.group(0))
+            if "significance" in j or "impact_score" in j:
+                return j
+        except Exception:
+            continue
+    # 2) 逐字段容错提取（末尾被截断时也能拿到已输出字段）
+    out = {}
+    m = re.search(r'"significance"\s*:\s*"(high|medium|low)"', t)
+    if m:
+        out["significance"] = m.group(1)
+    m = re.search(r'"impact_score"\s*:\s*(\d+)', t)
+    if m:
+        out["impact_score"] = int(m.group(1))
+    m = re.search(r'"change_kind"\s*:\s*"([^"]{1,20})"', t)
+    if m:
+        out["change_kind"] = m.group(1)
+    m = re.search(r'"summary"\s*:\s*"((?:[^"\\]|\\.){1,200})"', t)
+    if m:
+        out["summary"] = m.group(1)
+    m = re.search(r'"chain_trend"\s*:\s*"((?:[^"\\]|\\.){1,120})"', t)
+    if m:
+        out["chain_trend"] = m.group(1)
+    return out or None
+
+
+def strip_json_block(text):
+    """从报告文本中剥离最前面的 json 代码块，保留纯 Markdown"""
+    m = re.search(r"```json\s*.*?```\s*", text, re.S)
+    if m:
+        return text[m.end():].strip()
+    return text
+
+
+# ===================================================================== 执行
+def track_stock(code, focus=""):
+    """执行一次跟踪，返回 {ok, report_id, meta, ...}"""
+    with _track_lock:
+        seg = collect_chain(code)
+        if not seg:
+            return {"error": "股票不存在"}
+        s = seg["stock"]
+        prompt = build_prompt(seg)
+        try:
+            reply = llm_chat([
+                {"role": "system", "content": "你是一名严谨专业的产业链跟踪分析师，输出结构化、有数据支撑的分析。"},
+                {"role": "user", "content": prompt},
+            ]).strip()
+            if not reply:
+                raise RuntimeError("LLM 返回为空")
+            judge = parse_judge(reply)
+            # 摘要兜底：解析不到则取报告首个标题；并剥离 json 块保留纯净 Markdown
+            clean_report = strip_json_block(reply)
+            summary = (judge or {}).get("summary") or _first_heading(clean_report)
+            meta = {
+                "significance": (judge or {}).get("significance", "medium"),
+                "impact_score": int((judge or {}).get("impact_score", 50)),
+                "change_kind": (judge or {}).get("change_kind", "中性"),
+                "summary": summary,
+                "chain_trend": (judge or {}).get("chain_trend", ""),
+                "news_counts": {
+                    "direct": _count(seg["direct"]),
+                    "upstream": _count(seg["upstream"]),
+                    "downstream": _count(seg["downstream"]),
+                    "peers": _count(seg["peers"]),
+                },
+                "focus": focus,
+            }
+            sources = {
+                "direct": seg["direct"], "upstream": seg["upstream"],
+                "downstream": seg["downstream"], "peers": seg["peers"],
+                "indicators": _fmt_ind(seg["indicators"]),
+                "ratings": seg["ratings"], "holdings": seg["holdings"],
+            }
+            execute(
+                "INSERT INTO tracking_reports(code, stock_name, industry, report, meta, sources, status, created_at) "
+                "VALUES(?,?,?,?,?,?,'done',datetime('now','localtime'))",
+                (code, s["name"], s["industry"], clean_report, json.dumps(meta, ensure_ascii=False),
+                 json.dumps(sources, ensure_ascii=False)))
+            rid = query_one("SELECT MAX(id) id FROM tracking_reports")["id"]
+            _notify_if_significant(rid, s, meta)
+            return {"ok": True, "report_id": rid, "meta": meta}
+        except Exception as e:
+            log.exception("track %s fail", code)
+            return {"error": str(e)}
+
+
+def _count(seg):
+    return (seg["db"].count("[") + seg["rag"].count("[")) // 1
+
+
+def _first_heading(text):
+    """取报告第一行非空文本作为摘要兜底"""
+    for line in (text or "").splitlines():
+        line = line.strip().lstrip("#* ").strip()
+        if line:
+            return line[:60]
+    return ""
+
+
+def _notify_if_significant(rid, stock, meta):
+    """影响度达阈值且开启通知 → 邮件"""
+    cfg = tracking_config()
+    try:
+        if cfg["notify"] and int(meta["impact_score"]) >= int(cfg["impact_threshold"]):
+            from engine.notifier import send_email
+            mc = mail_config()
+            send_email(
+                f"[持仓跟踪] {stock['name']} 出现{meta.get('change_kind','')}动态（影响度{meta['impact_score']}）",
+                f"""<html><body style="font-family:Microsoft YaHei;padding:20px;background:#f5f6f8;">
+<div style="max-width:640px;margin:auto;background:#fff;border-radius:8px;border:1px solid #e5e7eb;overflow:hidden;">
+<div style="background:#1e293b;color:#fff;padding:14px 20px;font-size:17px;font-weight:bold;">🧭 持仓跟踪 · {stock['name']}（{stock['code']}）</div>
+<div style="padding:16px 20px;">
+<p><b>影响度：</b>{meta['impact_score']}/100（{'🔴 重大' if meta['impact_score']>=65 else '🟡 关注'}）<br>
+<b>性质：</b>{meta.get('change_kind','')} ｜ <b>显著性：</b>{meta.get('significance','')}</p>
+<p style="font-size:15px;"><b>摘要：</b>{meta.get('summary','')}</p>
+<p style="color:#555;"><b>产业链趋势：</b>{meta.get('chain_trend','')}</p>
+<p style="color:#888;font-size:12px;">个股资讯 {meta['news_counts']['direct']} 条 / 上游 {meta['news_counts']['upstream']} 条 / 下游 {meta['news_counts']['downstream']} 条 / 同业 {meta['news_counts']['peers']} 条</p>
+</div></div></body></html>""",
+                cfg=mc)
+            set_tracking_state(last_alert=int(meta["impact_score"]))
+    except Exception as e:
+        log.warning("track notify fail: %s", e)
+
+
+# ===================================================================== 批量与调度
+def track_watchlist(progress=None):
+    """串行跟踪自选股（持仓）。同一时刻只允许一个跟踪任务（防重复）"""
+    global _cycle_running
+    if _cycle_running:
+        return {"tracked": 0, "msg": "已有跟踪任务进行中，请稍后再试"}
+    _cycle_running = True
+    try:
+        stocks = query("SELECT w.code, s.name FROM watchlist w JOIN stocks s ON s.code=w.code ORDER BY w.added_at")
+        if not stocks:
+            return {"tracked": 0, "msg": "自选股为空，请先在股票池添加"}
+        results = []
+        for i, st in enumerate(stocks):
+            r = track_stock(st["code"])
+            results.append({"code": st["code"], "name": st["name"], **r})
+            set_tracking_state(last_run=time.strftime("%Y-%m-%d %H:%M:%S"), last_stock=st["name"])
+            if progress:
+                progress(i + 1, len(stocks))
+        return {"tracked": len(results), "results": results}
+    finally:
+        _cycle_running = False
+
+
+def latest_reports(code, limit=5):
+    return query("SELECT id, code, stock_name, industry, meta, status, created_at "
+                 "FROM tracking_reports WHERE code=? ORDER BY id DESC LIMIT ?", (code, limit))
+
+
+def list_reports(limit=30):
+    return query("SELECT id, code, stock_name, industry, meta, status, created_at "
+                 "FROM tracking_reports ORDER BY id DESC LIMIT ?", (limit,))
+
+
+def get_report(rid):
+    return query_one("SELECT * FROM tracking_reports WHERE id=?", (rid,))
+
+
+class TrackingThread(threading.Thread):
+    """后台调度：定期跟踪全部持仓股票"""
+
+    def __init__(self):
+        super().__init__(daemon=True, name="tracking")
+        self._stop = threading.Event()
+
+    def stop(self):
+        self._stop.set()
+
+    def run(self):
+        log.info("持仓跟踪调度器启动")
+        first = True
+        while not self._stop.is_set():
+            try:
+                cfg = tracking_config()
+                if first:
+                    # 启动后等待一个完整间隔再首跑，避免重启即烧一轮 LLM、与手动操作冲突
+                    self._stop.wait(cfg.get("interval_min", 60) * 60)
+                    first = False
+                    continue
+                if cfg["enabled"]:
+                    try:
+                        r = track_watchlist()
+                        log.info("tracking cycle: %s", r)
+                    except Exception as e:
+                        log.warning("tracking cycle error: %s", e)
+            except Exception as e:
+                log.warning("tracking loop error: %s", e)
+            self._stop.wait(cfg.get("interval_min", 60) * 60)
+        log.info("持仓跟踪调度器停止")
+
+
+_tracking = None
+
+
+def start_tracking():
+    global _tracking
+    if _tracking and _tracking.is_alive():
+        return _tracking
+    _tracking = TrackingThread()
+    _tracking.start()
+    return _tracking

engine/chain_data.py

@@ -0,0 +1,219 @@
+# -*- coding: utf-8 -*-
+"""
+产业链知识库：行业 → 上游/下游/同业 + 检索关键词
+用于「持仓跟踪智能体」：跟踪某股票时，除个股动态外，还深度覆盖其
+上游（供给/成本）、下游（需求/客户）、同业竞争链的动态。
+
+- codes：引用本系统股票池内的代码（便于 RAG 按 code 过滤 + 关联查询）
+- keywords：行业/环节检索词（用于向量语义检索）
+后期接入真实数据时，可在此补充真实产业链公司代码与关键词。
+"""
+INDUSTRY_CHAIN = {
+    "白酒": {
+        "upstream": {"codes": [], "keywords": "高粱,小麦,粮食,基酒,包装,玻璃瓶,酿酒"},
+        "downstream": {"codes": ["603288"], "keywords": "白酒消费,宴席,商务宴请,经销商,渠道,动销,开瓶"},
+        "peers": ["000858", "600809", "000568"],
+        "keywords": "白酒,茅台,五粮液,提价,批价,库存,动销,高端白酒"},
+    "动力电池": {
+        "upstream": {"codes": ["002460", "002648", "601899"], "keywords": "锂盐,碳酸锂,电解液,正极,负极,隔膜,铜箔,锂矿,六氟磷酸锂"},
+        "downstream": {"codes": ["002594", "601633", "000625", "601238", "600104"], "keywords": "新能源车销量,装车量,动力电池装机,储能需求,电池排产"},
+        "peers": [],
+        "keywords": "动力电池,宁德时代,电池装机,储能,电池价格,产能利用率"},
+    "新能源汽车": {
+        "upstream": {"codes": ["300750", "002460", "601899"], "keywords": "动力电池,锂,芯片,钢材,铝,智能驾驶硬件"},
+        "downstream": {"codes": [], "keywords": "新能源车销量,渗透率,出口,充电桩,以旧换新,价格战"},
+        "peers": ["601633", "000625", "601238", "600104"],
+        "keywords": "新能源汽车,比亚迪,整车,销量,智能驾驶,渗透率"},
+    "光伏": {
+        "upstream": {"codes": ["601600", "600309"], "keywords": "硅料,硅片,银浆,玻璃,铝框,石英砂,多晶硅"},
+        "downstream": {"codes": ["300274", "600900"], "keywords": "装机量,组件招标,分布式,集中式,电网,海外订单"},
+        "peers": ["600438", "601012"],
+        "keywords": "光伏,组件,硅料价格,逆变器,装机,产能出清"},
+    "光伏储能": {
+        "upstream": {"codes": ["601012", "600438", "300750"], "keywords": "组件,硅料,储能电芯,逆变器材料"},
+        "downstream": {"codes": ["600900"], "keywords": "储能装机,大储,海外储能,电网侧,工商业储能"},
+        "peers": [],
+        "keywords": "光伏储能,阳光电源,储能系统,逆变器,出货量"},
+    "锂电材料": {
+        "upstream": {"codes": ["601899"], "keywords": "锂矿,锂精矿,盐湖提锂,资源"},
+        "downstream": {"codes": ["300750"], "keywords": "电池排产,锂盐需求,三元,磷酸铁锂,正极材料"},
+        "peers": [],
+        "keywords": "锂电材料,赣锋锂业,碳酸锂价格,锂盐,氢氧化锂"},
+    "半导体": {
+        "upstream": {"codes": ["688012", "002371"], "keywords": "晶圆,光刻,刻蚀,硅片,封装,EDA,靶材"},
+        "downstream": {"codes": ["688041", "002475", "002241", "000725", "000063"], "keywords": "代工订单,产能利用率,下游需求,消费电子复苏,先进制程"},
+        "peers": ["603986", "603501"],
+        "keywords": "半导体,中芯国际,晶圆代工,产能,国产替代,芯片"},
+    "半导体设备": {
+        "upstream": {"codes": [], "keywords": "零部件,气体,靶材,精密机械,射频电源"},
+        "downstream": {"codes": ["688981", "688041"], "keywords": "晶圆厂扩产,资本开支,设备招标,先进制程"},
+        "peers": ["688012", "002371"],
+        "keywords": "半导体设备,北方华创,中微公司,刻蚀,薄膜沉积,国产化率"},
+    "芯片设计": {
+        "upstream": {"codes": ["688981"], "keywords": "流片,先进制程,IP授权,代工"},
+        "downstream": {"codes": ["002230"], "keywords": "服务器,信创,国产替代,算力,数据中心"},
+        "peers": ["603986", "603501"],
+        "keywords": "芯片设计,海光信息,CPU,DCU,算力,国产CPU"},
+    "创新药": {
+        "upstream": {"codes": ["603259"], "keywords": "临床,原料药,API,专利,生物药"},
+        "downstream": {"codes": [], "keywords": "医保谈判,集采,销售放量,适应症,出海授权"},
+        "peers": [],
+        "keywords": "创新药,恒瑞医药,临床,获批,医保,license-out"},
+    "CXO": {
+        "upstream": {"codes": [], "keywords": "原料药,试剂,实验设备,动物实验"},
+        "downstream": {"codes": ["600276"], "keywords": "订单,新签,产能,海外需求,生物医药融资"},
+        "peers": [],
+        "keywords": "CXO,药明康德,新签订单,产能利用率,生物医药,研发外包"},
+    "医疗器械": {
+        "upstream": {"codes": [], "keywords": "电子元器件,材料,芯片,传感器"},
+        "downstream": {"codes": ["300015"], "keywords": "集采,医疗设备更新,政府采购,出海,装机"},
+        "peers": [],
+        "keywords": "医疗器械,迈瑞医疗,集采,设备更新,海外,装机量"},
+    "医疗服务": {
+        "upstream": {"codes": ["300760"], "keywords": "设备采购,耗材"},
+        "downstream": {"codes": [], "keywords": "就诊量,消费医疗,医保,屈光,白内障"},
+        "peers": [],
+        "keywords": "医疗服务,爱尔眼科,就诊量,消费医疗,连锁"},
+    "中药": {
+        "upstream": {"codes": [], "keywords": "中药材,种植,提价,药材价格"},
+        "downstream": {"codes": [], "keywords": "医保,OTC,养生需求,品牌,渠道"},
+        "peers": ["000538", "600085"],
+        "keywords": "中药,同仁堂,云南白药,药材价格,品牌,医保"},
+    "银行": {
+        "upstream": {"codes": [], "keywords": "存款,资金成本,同业,负债端"},
+        "downstream": {"codes": ["000002", "600048"], "keywords": "信贷需求,净息差,不良率,零售,对公"},
+        "peers": ["601398", "601166", "600000"],
+        "keywords": "银行,净息差,信贷,存款,不良率,息差收窄"},
+    "券商": {
+        "upstream": {"codes": [], "keywords": "市场成交,两融,自营,利率"},
+        "downstream": {"codes": ["300059", "300033"], "keywords": "市场成交额,IPO,经纪,投行,并购重组"},
+        "peers": ["601688", "600999"],
+        "keywords": "券商,中信证券,市场成交,投行,经纪,两融"},
+    "互联网金融": {
+        "upstream": {"codes": [], "keywords": "市场成交,基金,代销牌照"},
+        "downstream": {"codes": ["300033"], "keywords": "市场成交额,基金销售,代销,用户数,财富管理"},
+        "peers": ["300033"],
+        "keywords": "互联网金融,东方财富,基金销售,代销,市场成交,财富管理"},
+    "金融科技": {
+        "upstream": {"codes": [], "keywords": "行情数据,云计算,AI大模型"},
+        "downstream": {"codes": ["600036"], "keywords": "金融机构IT采购,量化交易,财富管理数字化"},
+        "peers": ["300059"],
+        "keywords": "金融科技,同花顺,行情,量化,金融机构IT,AI"},
+    "保险": {
+        "upstream": {"codes": [], "keywords": "利率,债券,投资收益,准备金"},
+        "downstream": {"codes": [], "keywords": "保费,新业务价值,代理人,银保渠道,理赔,寿险"},
+        "peers": ["601628", "601318"],
+        "keywords": "保险,中国平安,保费,新业务价值,投资收益率,寿险"},
+    "汽车": {
+        "upstream": {"codes": ["300750", "002475", "601600"], "keywords": "电池,芯片,钢材,压铸,汽车电子"},
+        "downstream": {"codes": [], "keywords": "汽车销量,新能源渗透率,出口,以旧换新,价格战"},
+        "peers": ["000625", "601238", "600104", "002594"],
+        "keywords": "汽车,长城汽车,销量,出口,新能源,智能驾驶"},
+    "消费电子": {
+        "upstream": {"codes": ["603501", "000725"], "keywords": "芯片,CIS,显示,PCB,声学,射频"},
+        "downstream": {"codes": [], "keywords": "手机出货,AI终端,可穿戴,VR/AR,苹果链,折叠屏"},
+        "peers": ["002241", "002475"],
+        "keywords": "消费电子,立讯精密,歌尔,苹果链,AI终端,可穿戴"},
+    "面板": {
+        "upstream": {"codes": [], "keywords": "玻璃基板,偏光片,驱动IC,蒸镀"},
+        "downstream": {"codes": ["002475"], "keywords": "面板价格,稼动率,TV,OLED,手机需求"},
+        "peers": ["000100", "000725"],
+        "keywords": "面板,京东方,TCL,面板价格,稼动率,OLED"},
+    "家电": {
+        "upstream": {"codes": ["600309"], "keywords": "铜,铝,压缩机,芯片,钢材"},
+        "downstream": {"codes": [], "keywords": "空调排产,以旧换新,家电补贴,海外需求,地产竣工"},
+        "peers": ["000651", "600690", "000333"],
+        "keywords": "家电,美的,格力,海尔,空调排产,以旧换新,海外"},
+    "化工": {
+        "upstream": {"codes": [], "keywords": "原油,煤炭,天然气,MDI原料,纯苯"},
+        "downstream": {"codes": ["000333", "600048"], "keywords": "MDI价格,聚氨酯需求,涂料,家电排产,地产需求"},
+        "peers": ["002648", "600309"],
+        "keywords": "化工,万华化学,卫星化学,MDI,聚氨酯,景气度"},
+    "有色": {
+        "upstream": {"codes": [], "keywords": "铜矿,金价,铝土矿,能源,品位"},
+        "downstream": {"codes": ["300750", "002594", "601012"], "keywords": "铜价,铝价,金价,库存,新能源需求,电网"},
+        "peers": ["601600", "601899"],
+        "keywords": "有色,紫金矿业,铜价,金价,铝价,库存"},
+    "工程机械": {
+        "upstream": {"codes": [], "keywords": "钢材,液压件,发动机,轴承"},
+        "downstream": {"codes": ["000002"], "keywords": "挖掘机销量,基建投资,地产开工,出口,更新周期"},
+        "peers": ["000425", "600031"],
+        "keywords": "工程机械,三一重工,徐工,挖掘机销量,基建,出口"},
+    "军工": {
+        "upstream": {"codes": [], "keywords": "钛合金,碳纤维,航发,军机零部件"},
+        "downstream": {"codes": [], "keywords": "军费,军贸,订单,列装,航空发动机"},
+        "peers": [],
+        "keywords": "军工,中航沈飞,军贸,订单,航空,军费"},
+    "房地产": {
+        "upstream": {"codes": ["600036", "601166"], "keywords": "土地,建材,融资,按揭"},
+        "downstream": {"codes": ["000333", "000651", "600690"], "keywords": "销售,竣工,政策,保交楼,土拍,去库存"},
+        "peers": ["600048", "000002"],
+        "keywords": "房地产,万科,保利,销售,政策,保交楼,土拍"},
+    "食品饮料": {
+        "upstream": {"codes": ["002714", "300498"], "keywords": "原奶,生猪,大豆,包装,原材料"},
+        "downstream": {"codes": [], "keywords": "消费复苏,提价,渠道,餐饮,库存"},
+        "peers": ["600519"],
+        "keywords": "食品饮料,海天,伊利,双汇,提价,消费复苏,渠道"},
+    "养殖": {
+        "upstream": {"codes": [], "keywords": "饲料,玉米,豆粕,兽药,仔猪"},
+        "downstream": {"codes": ["000895"], "keywords": "猪价,能繁母猪,出栏量,冻肉库存,生猪期货"},
+        "peers": ["300498", "002714"],
+        "keywords": "养殖,牧原,温氏,猪价,能繁母猪,出栏"},
+    "安防": {
+        "upstream": {"codes": ["603501", "000725"], "keywords": "芯片,CIS,传感器,镜头"},
+        "downstream": {"codes": ["002230"], "keywords": "政府项目,数字化转型,海外安防,AI大模型,toB"},
+        "peers": [],
+        "keywords": "安防,海康威视,大华,政府项目,海外,AIoT"},
+    "人工智能": {
+        "upstream": {"codes": ["688041", "603986"], "keywords": "算力,GPU,大模型训练,芯片"},
+        "downstream": {"codes": ["688111", "300033"], "keywords": "大模型落地,教育,医疗,toB订单,应用"},
+        "peers": ["002415"],
+        "keywords": "人工智能,科大讯飞,大模型,算力,toB,语音"},
+    "软件": {
+        "upstream": {"codes": ["002230", "688041"], "keywords": "算力,云,国产化,AI能力"},
+        "downstream": {"codes": ["300033", "600036"], "keywords": "信创,订阅,付费用户,金融IT支出,国产替代"},
+        "peers": ["600570", "688111"],
+        "keywords": "软件,金山办公,恒生电子,信创,订阅,金融IT"},
+    "通信设备": {
+        "upstream": {"codes": ["688981", "688041"], "keywords": "芯片,基带,射频,光模块"},
+        "downstream": {"codes": ["600941"], "keywords": "5G建设,运营商资本开支,算力网络,服务器,集采"},
+        "peers": [],
+        "keywords": "通信设备,中兴通讯,5G,光模块,算力,运营商集采"},
+    "通信运营": {
+        "upstream": {"codes": ["000063"], "keywords": "设备集采,5G建设,光缆"},
+        "downstream": {"codes": [], "keywords": "移动用户,ARPU,算力,云业务,数字经济,AI"},
+        "peers": [],
+        "keywords": "通信运营,中国移动,5G,ARPU,算力,云"},
+    "免税": {
+        "upstream": {"codes": [], "keywords": "奢侈品,品牌商,机场租金,供货"},
+        "downstream": {"codes": [], "keywords": "免税销售,出入境客流,离岛免税,消费复苏,口岸"},
+        "peers": [],
+        "keywords": "免税,中国中免,离岛免税,出入境,客流"},
+    "电力": {
+        "upstream": {"codes": [], "keywords": "来水,煤价,发电设备,水电"},
+        "downstream": {"codes": ["601600"], "keywords": "用电量,绿电,电价,储能,高耗能"},
+        "peers": [],
+        "keywords": "电力,长江电力,水电,来水,电价,用电量"},
+    "煤炭": {
+        "upstream": {"codes": [], "keywords": "煤矿,安全生产,产能"},
+        "downstream": {"codes": ["600900", "600309"], "keywords": "煤价,长协,库存,发电需求,火电"},
+        "peers": [],
+        "keywords": "煤炭,中国神华,煤价,长协,库存,火电"},
+    "稀土": {
+        "upstream": {"codes": [], "keywords": "稀土矿,离子型,配额,冶炼"},
+        "downstream": {"codes": ["002594", "002475"], "keywords": "稀土价格,磁材,出口管制,新能源需求,电机"},
+        "peers": [],
+        "keywords": "稀土,北方稀土,氧化镨钕,磁材,价格,配额"},
+}
+
+# 无明确产业链的兜底
+FALLBACK_CHAIN = {
+    "upstream": {"codes": [], "keywords": "原材料,供应链,成本"},
+    "downstream": {"codes": [], "keywords": "需求,客户,景气度"},
+    "peers": [],
+    "keywords": "行业动态,景气度,政策",
+}
+
+
+def get_chain(industry):
+    return INDUSTRY_CHAIN.get(industry) or FALLBACK_CHAIN

settings.py

@@ -6,7 +6,7 @@
 """
 from database import query, execute, query_one
 from config import LLM_BASE_URL, LLM_API_KEY, LLM_MODEL, LLM_MAX_TOKENS, \
-    LLM_TEMPERATURE, LLM_TIMEOUT, MAIL_DEFAULTS, MONITOR_DEFAULTS
+    LLM_TEMPERATURE, LLM_TIMEOUT, MAIL_DEFAULTS, MONITOR_DEFAULTS, TRACKING_DEFAULTS
 
 
 def get_setting(key, default=""):
@@ -92,3 +92,30 @@ def set_monitor_state(last_news_id=None, last_scan=None, last_sent=None):
         set_setting("monitor_last_scan", last_scan)
     if last_sent is not None:
         set_setting("monitor_last_sent", last_sent)
+
+
+# ===================================================================== 持仓跟踪
+def tracking_config():
+    return {
+        "enabled": get_setting("tracking_enabled", TRACKING_DEFAULTS["tracking_enabled"]) == "1",
+        "interval_min": max(15, int(get_setting("tracking_interval", TRACKING_DEFAULTS["tracking_interval"]))),
+        "notify": get_setting("tracking_notify", TRACKING_DEFAULTS["tracking_notify"]) == "1",
+        "impact_threshold": float(get_setting("tracking_impact_threshold", TRACKING_DEFAULTS["tracking_impact_threshold"])),
+    }
+
+
+def tracking_state():
+    return {
+        "last_run": get_setting("tracking_last_run", ""),
+        "last_stock": get_setting("tracking_last_stock", ""),
+        "last_alert": int(get_setting("tracking_last_alert", "0")),
+    }
+
+
+def set_tracking_state(last_run=None, last_stock=None, last_alert=None):
+    if last_run is not None:
+        set_setting("tracking_last_run", last_run)
+    if last_stock is not None:
+        set_setting("tracking_last_stock", last_stock)
+    if last_alert is not None:
+        set_setting("tracking_last_alert", last_alert)

static/js/settings.js

@@ -25,6 +25,13 @@ async function loadSettings() {
     const cats = mono.categories || [];
     $$('#monitorCats input').forEach(c => c.checked = cats.includes(c.value));
     renderState(curSettings.state);
+    // 持仓跟踪
+    const tr = curSettings.tracking || {};
+    $('#trackingEnabled').checked = !!tr.enabled;
+    $('#trackingInterval').value = tr.interval_min;
+    $('#trackingImpact').value = tr.impact_threshold;
+    $('#trackingNotify').checked = !!tr.notify;
+    renderTrackingState(tr);
     loadLog();
   } catch (e) {
     toast('设置加载失败');
@@ -38,6 +45,13 @@ function renderState(state) {
     <div class="mini-stat"><div class="ms-label">上次通知</div><div class="ms-value num">${state.last_sent_count || 0} 条</div></div>`;
 }
 
+function renderTrackingState(tr) {
+  $('#trackingState').innerHTML = `
+    <div class="mini-stat"><div class="ms-label">上次运行</div><div class="ms-value">${tr.last_run || '—'}</div></div>
+    <div class="mini-stat"><div class="ms-label">最近跟踪</div><div class="ms-value">${tr.last_stock || '—'}</div></div>
+    <div class="mini-stat"><div class="ms-label">最近告警影响度</div><div class="ms-value num">${tr.last_alert ? tr.last_alert + '/100' : '—'}</div></div>`;
+}
+
 function collectMail() {
   return {
     smtp_host: $('#smtpHost').value.trim(), smtp_port: $('#smtpPort').value,
@@ -69,6 +83,12 @@ async function save(which) {
       llm_model: $('#llmModel').value.trim()
     };
     if (which === 'monitor') body.monitor = collectMonitor();
+    if (which === 'tracking') body.tracking = {
+      tracking_enabled: $('#trackingEnabled').checked,
+      tracking_interval: $('#trackingInterval').value,
+      tracking_impact_threshold: $('#trackingImpact').value,
+      tracking_notify: $('#trackingNotify').checked
+    };
     const r = await api('/api/settings', { method: 'POST', headers: { 'Content-Type': 'application/json' }, body: JSON.stringify(body) });
     toast(r.msg || '已保存');
   } catch (e) { toast('保存失败：' + e.message); }

static/js/tracking.js

@@ -0,0 +1,143 @@
+/* 持仓跟踪智能体 */
+async function load() {
+  try {
+    const d = await api('/api/tracking');
+    const items = d.items || [];
+    renderRecords(items);
+    loadPositions(items);
+  } catch (e) {
+    $('#recTb').innerHTML = '<tr><td colspan="7" class="empty">加载失败</td></tr>';
+  }
+  loadState();
+}
+
+function loadState() {
+  api('/api/settings').then(d => {
+    const t = d.tracking || {};
+    $('#trackState').innerHTML = `
+      <div class="kpi"><div class="kpi-label">自动跟踪</div><div class="kpi-value" style="font-size:15px">${t.enabled ? '✅ 开启' : '⏸ 关闭'}<span style="color:var(--muted);font-size:12px">（每 ${t.interval_min} 分钟）</span></div></div>
+      <div class="kpi"><div class="kpi-label">上次运行</div><div class="kpi-value" style="font-size:15px">${t.last_run || '—'}</div></div>
+      <div class="kpi"><div class="kpi-label">最近跟踪标的</div><div class="kpi-value" style="font-size:15px">${t.last_stock || '—'}</div></div>
+      <div class="kpi"><div class="kpi-label">最近告警影响度</div><div class="kpi-value" style="font-size:15px">${t.last_alert ? t.last_alert + '/100' : '—'}</div></div>
+      <div class="kpi"><div class="kpi-label">重大判定阈值</div><div class="kpi-value" style="font-size:15px">≥ ${t.impact_threshold}</div></div>`;
+  }).catch(() => {});
+}
+
+async function loadPositions(all) {
+  try {
+    const w = await api('/api/watchlist');
+    const pos = w.items || [];
+    if (!pos.length) {
+      $('#posBox').innerHTML = '<div class="empty">自选股为空。请先在 <a href="/stocks">股票池</a> 或个股详情页 ⭐ 添加持仓/关注标的</div>';
+      return;
+    }
+    // 每只自选股取最近一条跟踪
+    const rows = [];
+    for (const p of pos) {
+      const latest = all.find(r => r.code === p.code);
+      rows.push({ stock: p, latest });
+    }
+    $('#posBox').innerHTML = `<table>
+      <tr><th>股票</th><th>现价</th><th>最近跟踪</th><th>影响度</th><th>性质</th><th>摘要</th><th>操作</th></tr>
+      ${rows.map(x => {
+        const p = x.stock, r = x.latest;
+        const meta = r ? (JSON.parse(r.meta || '{}')) : null;
+        const sigCls = meta ? (meta.impact_score >= 65 ? 'tag-强烈推荐' : meta.impact_score >= 45 ? 'tag-推荐' : 'tag-关注') : 'tag-观望';
+        return `<tr>
+          <td><b>${p.name}</b><div style="color:var(--muted);font-size:12px">${p.code} · ${p.industry}</div></td>
+          <td class="num">${p.close}</td>
+          <td style="color:var(--muted)">${r ? r.created_at : '—'}</td>
+          <td>${r && meta ? `<span class="tag ${sigCls}">${meta.impact_score}</span>` : '<span style="color:var(--muted)">未跟踪</span>'}</td>
+          <td>${meta ? `<span class="tag tag-${meta.change_kind === '利好' ? '强烈推荐' : meta.change_kind === '利空' ? '负' : '关注'}">${meta.change_kind}</span>` : '—'}</td>
+          <td style="max-width:300px;white-space:normal;color:var(--text2)">${meta ? escapeHtml(meta.summary || '') : '—'}</td>
+          <td><div class="flex">
+            <button class="btn btn-primary" onclick="runOne('${p.code}')">跟踪</button>
+            ${r ? `<button class="btn" onclick="showDetail(${r.id})">详情</button>` : ''}
+          </div></td>
+        </tr>`;
+      }).join('')}
+    </table>`;
+  } catch (e) {
+    $('#posBox').innerHTML = '<div class="empty">加载失败</div>';
+  }
+}
+
+function renderRecords(items) {
+  if (!items.length) return;
+  $('#recTb').innerHTML = items.map(r => {
+    let meta = {};
+    try { meta = JSON.parse(r.meta || '{}'); } catch (e) {}
+    const sigCls = meta.impact_score >= 65 ? 'tag-强烈推荐' : meta.impact_score >= 45 ? 'tag-推荐' : 'tag-关注';
+    return `<tr class="row-link" onclick="showDetail(${r.id})">
+      <td style="color:var(--muted)">${r.created_at}</td>
+      <td><b>${r.stock_name}</b><div style="color:var(--muted);font-size:12px">${r.code}</div></td>
+      <td style="color:var(--text2)">${escapeHtml(r.industry)}</td>
+      <td><span class="tag ${sigCls}">${meta.impact_score || '—'}</span></td>
+      <td><span class="tag tag-${meta.change_kind === '利好' ? '强烈推荐' : meta.change_kind === '利空' ? '负' : '关注'}">${meta.change_kind || '—'}</span></td>
+      <td style="max-width:320px;white-space:normal;color:var(--text2)">${escapeHtml(meta.summary || '')}</td>
+      <td><button class="btn" onclick="event.stopPropagation();showDetail(${r.id})">查看报告 ↗</button></td>
+    </tr>`;
+  }).join('');
+}
+
+async function runAll() {
+  if (!confirm('将对全部自选股执行一次产业链深度跟踪（每只约30-60秒，逐只进行），确定？')) return;
+  try {
+    const r = await api('/api/tracking/run', { method: 'POST' });
+    toast(r.msg || '已启动');
+    pollRefresh();
+  } catch (e) { toast('启动失败：' + e.message); }
+}
+
+async function runOne(code) {
+  try {
+    await api('/api/tracking/run/' + code, { method: 'POST' });
+    toast('跟踪已启动，完成后自动刷新');
+    setTimeout(() => { load(); toast('跟踪完成'); }, 80000);
+  } catch (e) { toast('启动失败：' + e.message); }
+}
+
+/* 详情弹窗：报告 + 数据源 */
+async function showDetail(id) {
+  try {
+    const d = await api('/api/tracking/' + id);
+    const meta = d.meta || {}, src = d.sources || {};
+    const sigCls = meta.impact_score >= 65 ? 'tag-强烈推荐' : meta.impact_score >= 45 ? 'tag-推荐' : 'tag-关注';
+    const newsBlock = (label, icon, seg) => {
+      if (!seg) return '';
+      const txt = ((seg.db || '') + (seg.rag || '')).trim();
+      return `<details><summary>${icon} ${label} <span class="src-count">${txt.includes('[') ? txt.split('[').length - 1 : 0}</span></summary>
+        <div class="src-body"><pre class="src-pre">${escapeHtml(txt || '暂无')}</pre></div></details>`;
+    };
+    openModal(`
+      <h3>🧭 产业链跟踪：${d.stock_name}（${d.code}）</h3>
+      <div class="news-meta" style="margin-bottom:12px">
+        <span class="cat-tag">${escapeHtml(d.industry)}</span>
+        <span class="tag ${sigCls}">影响度 ${meta.impact_score || '—'}/100</span>
+        <span class="tag tag-${meta.change_kind === '利好' ? '强烈推荐' : meta.change_kind === '利空' ? '负' : '关注'}">${meta.change_kind || '—'}</span>
+        <span style="color:var(--muted)">${d.created_at}</span>
+      </div>
+      <div class="markdown-body">${mdRender(d.report)}</div>
+      <div style="margin-top:16px;border-top:1px solid var(--border);padding-top:10px">
+        <b style="color:var(--gold)">数据源（智能体参考内容）</b>
+        ${newsBlock('个股直接动态', '📄', src.direct)}
+        ${newsBlock('上游产业链（供给/成本）', '⬆️', src.upstream)}
+        ${newsBlock('下游产业链（需求/景气）', '⬇️', src.downstream)}
+        ${newsBlock('同业竞争', '🏢', src.peers)}
+        <details><summary>📈 技术面 / 机构动向</summary><div class="src-body"><pre class="src-pre">${escapeHtml(src.indicators || '')}</pre></div></details>
+      </div>
+      <div style="margin-top:14px;text-align:right">
+        <button class="btn" onclick="document.querySelector('.modal-mask').classList.remove('show')">关闭</button>
+        <a class="btn btn-primary" href="/stock/${d.code}" target="_blank">查看个股 →</a>
+      </div>
+    `);
+  } catch (e) { toast('加载失败'); }
+}
+
+let pollTimer = null;
+function pollRefresh() {
+  clearTimeout(pollTimer);
+  pollTimer = setTimeout(() => load(), 30000);
+}
+
+load();

templates/base.html

@@ -30,6 +30,7 @@
       <a href="/" class="nav-item" data-nav="/">📊 仪表盘</a>
       <a href="/stocks" class="nav-item" data-nav="/stocks">🏢 股票池</a>
       <a href="/recommend" class="nav-item" data-nav="/recommend">🎯 荐股中心</a>
+      <a href="/tracking" class="nav-item" data-nav="/tracking">🧭 持仓跟踪</a>
       <a href="/strategies" class="nav-item" data-nav="/strategies">📈 量化策略</a>
       <a href="/news" class="nav-item" data-nav="/news">📰 财经新闻</a>
       <a href="/institutions" class="nav-item" data-nav="/institutions">🏦 机构动向</a>

templates/settings.html

@@ -76,6 +76,26 @@
   <div class="mt16 mini-stats" id="monitorState"></div>
 </div>
 
+<!-- 持仓跟踪 -->
+<div class="card mt16">
+  <div class="between">
+    <div class="card-title" style="margin-bottom:0"><span class="bar" style="background:#8b5cf6"></span>🧭 持仓跟踪智能体</div>
+    <label class="switch"><input type="checkbox" id="trackingEnabled"><span></span></label>
+  </div>
+  <div class="mt8 settings-form">
+    <div class="sf-row"><label>跟踪间隔（分钟）</label><input class="input" id="trackingInterval" type="number" min="15" style="width:120px"></div>
+    <div class="sf-row"><label>重大判定阈值</label><input class="input" id="trackingImpact" type="number" min="0" max="100" style="width:120px"></div>
+    <div class="sf-row"><label>重大变化邮件通知</label>
+      <label class="switch"><input type="checkbox" id="trackingNotify"><span></span></label>
+    </div>
+  </div>
+  <div class="flex mt16 wrap">
+    <button class="btn btn-primary" onclick="save('tracking')">💾 保存跟踪设置</button>
+    <button class="btn" onclick="location.href='/tracking'">🧭 打开持仓跟踪页</button>
+  </div>
+  <div class="mt16 mini-stats" id="trackingState"></div>
+</div>
+
 <!-- 通知日志 -->
 <div class="card mt16">
   <div class="card-title"><span class="bar" style="background:var(--cyan)"></span>通知日志</div>

templates/tracking.html

@@ -0,0 +1,38 @@
+{% extends "base.html" %}
+{% block title %}持仓跟踪{% endblock %}
+{% block page_title %}持仓跟踪智能体{% endblock %}
+{% block content %}
+<div class="card">
+  <div class="flex between wrap">
+    <div style="color:var(--text2);font-size:13px;line-height:1.9">
+      🤖 <b style="color:var(--text)">大模型智能体 + 工作流</b>：定期跟踪<b>自选股（持仓）</b>，除个股公告新闻外，
+      深度分析其<b>产业链上下游与同业</b>动态（上游供给/成本、下游需求/景气、竞争格局），
+      输出专业跟踪报告；发现<b>重大变化自动邮件通知</b>。
+      <div style="color:var(--muted);font-size:12px">跟踪对象 = 自选股（⭐ 股票池/详情页添加）· 自动跟踪间隔可在「系统设置」配置</div>
+    </div>
+    <div class="flex wrap">
+      <button class="btn btn-primary" onclick="runAll()">⚡ 立即跟踪全部持仓</button>
+      <button class="btn" onclick="load()">🔄 刷新</button>
+    </div>
+  </div>
+  <div class="mt16 kpi-grid" id="trackState"></div>
+</div>
+
+<div class="card mt16">
+  <div class="card-title"><span class="bar"></span>持仓（自选股）最近跟踪</div>
+  <div id="posBox"><div class="loading">加载中…</div></div>
+</div>
+
+<div class="card mt16">
+  <div class="card-title"><span class="bar" style="background:var(--gold)"></span>全部跟踪记录</div>
+  <div style="overflow:auto;max-height:520px">
+    <table>
+      <thead><tr><th>时间</th><th>股票</th><th>行业</th><th>影响度</th><th>性质</th><th>摘要</th><th>操作</th></tr></thead>
+      <tbody id="recTb"><tr><td colspan="7" class="empty">暂无跟踪记录，点击上方「立即跟踪全部持仓」开始</td></tr></tbody>
+    </table>
+  </div>
+</div>
+{% endblock %}
+{% block scripts %}
+<script src="{{ url_for('static', filename='js/tracking.js') }}"></script>
+{% endblock %}