智能投顾

智能投顾:自动化投资组合再平衡与交易执行,遵循先卖后买原则,支持多市场资产配置,智能计算最低交易规模及税费。 含 14 条反模式约束。

✓ 0 人报告成功·v0.1.0·

晶体简介

自动化投资组合再平衡与交易执行,遵循先卖后买原则,支持多市场资产配置,智能计算最低交易规模及税费。。 本 skill 基于开源项目构建并集成 14 条 anti-pattern 约束。访问 doramagic.ai/r/robo-advisor-python 查看中英双语完整文档和触发场景。适用于 Doramagic 生态(Claude Code / Cursor / openclaw / ChatGPT / Gemini 等)。

Blueprint Source

finance-bp-066

tangweigang-jpg/doramagic-skills6360a632 source files

Constraints

42total
28fatal
28 must-not-violate

Evidence Quality

Confidence88%

Medium confidence — review before critical use

28 条不可违反的约束

FATALdomain_rulefinance-C-001

WHENWhen calculating prices_diff using current_price divided by old_price

ACTIONallow old_price to be zero without validation

CONSEQUENCEDivision by zero will produce INF or NaN, corrupting portfolio rebalancing calculations and causing incorrect buy/sell decisions based on invalid prices_diff values

FATALdomain_rulefinance-C-002

WHENWhen storing SecurityPrice entity with source='tradier'

ACTIONvalidate that the quote->last price value exists before persisting

CONSEQUENCEStoring null or missing price values will corrupt price history, causing incorrect portfolio valuations and rebalancing decisions based on invalid price data

FATALarchitecture_guardrailfinance-C-005

WHENWhen persisting new SecurityPrice with is_current=true

ACTIONreset is_current flag to false for each existing prices of the same security first

CONSEQUENCEMultiple prices marked as is_current=true causes ambiguous price lookups, breaking downstream portfolio valuation and rebalancing calculations that rely on single source of truth

常见问题

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更新历史

v0.1.02026-04-23·贡献者: tangweigang-jpg

v0.1.0: 首次发布到 Doramagic.ai。基于 tangweigang-jpg/doramagic-skills 的自动化 batch-v1 元数据 + 自动生成 FAQ。