mirror of
https://github.com/Xe138/AI-Trader.git
synced 2026-04-01 17:17:24 -04:00
update data
This commit is contained in:
tianyufan
@@ -1 +1,2 @@
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{"signature": "gpt-5", "new_messages": [{"role": "user", "content": "Please analyze and update today's (2025-10-07) positions."}]}
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{"signature": "gpt-5", "new_messages": [{"role": "assistant", "content": "Key intermediate steps\n\n- Read yesterday’s positions\n - {'NVDA': 11, 'MSFT': 4, 'AAPL': 0, 'GOOG': 0, 'GOOGL': 9, 'AMZN': 7, 'META': 0, 'AVGO': 3, 'TSLA': 0, 'NFLX': 0, 'PLTR': 0, 'COST': 0, 'ASML': 0, 'AMD': 3, 'CSCO': 0, 'AZN': 0, 'TMUS': 0, 'MU': 0, 'LIN': 0, 'PEP': 0, 'SHOP': 0, 'APP': 0, 'INTU': 0, 'AMAT': 0, 'LRCX': 0, 'PDD': 0, 'QCOM': 0, 'ARM': 0, 'INTC': 0, 'BKNG': 0, 'AMGN': 0, 'TXN': 0, 'ISRG': 0, 'GILD': 0, 'KLAC': 0, 'PANW': 0, 'ADBE': 0, 'HON': 0, 'CRWD': 1, 'CEG': 0, 'ADI': 0, 'ADP': 0, 'DASH': 0, 'CMCSA': 0, 'VRTX': 0, 'MELI': 0, 'SBUX': 0, 'CDNS': 0, 'ORLY': 0, 'SNPS': 0, 'MSTR': 0, 'MDLZ': 0, 'ABNB': 0, 'MRVL': 0, 'CTAS': 0, 'TRI': 0, 'MAR': 0, 'MNST': 0, 'CSX': 0, 'ADSK': 0, 'PYPL': 0, 'FTNT': 0, 'AEP': 0, 'WDAY': 0, 'REGN': 0, 'ROP': 0, 'NXPI': 0, 'DDOG': 0, 'AXON': 0, 'ROST': 0, 'IDXX': 0, 'EA': 0, 'PCAR': 0, 'FAST': 0, 'EXC': 0, 'TTWO': 0, 'XEL': 0, 'ZS': 0, 'PAYX': 0, 'WBD': 0, 'BKR': 0, 'CPRT': 0, 'CCEP': 0, 'FANG': 0, 'TEAM': 0, 'CHTR': 0, 'KDP': 0, 'MCHP': 0, 'GEHC': 0, 'VRSK': 0, 'CTSH': 0, 'CSGP': 0, 'KHC': 0, 'ODFL': 0, 'DXCM': 0, 'TTD': 0, 'ON': 0, 'BIIB': 0, 'LULU': 0, 'CDW': 0, 'GFS': 0, 'CASH': 216.00000000000006}\n- Read today’s prices (2025-10-07 close) via tools\n - NVDA close 185.04\n - MSFT close 523.98\n - GOOGL close 245.76\n - AMZN close 221.78\n - AVGO close 336.41\n - AMD close 211.51\n - CRWD close 484.62\n\nValuation and daily return\n\n- Position values at today’s close\n - NVDA: 11 x 185.04 = 2,035.44\n - MSFT: 4 x 523.98 = 2,095.92\n - GOOGL: 9 x 245.76 = 2,211.84\n - AMZN: 7 x 221.78 = 1,552.46\n - AVGO: 3 x 336.41 = 1,009.23\n - AMD: 3 x 211.51 = 634.53\n - CRWD: 1 x 484.62 = 484.62\n - CASH: 216.00\n - Total portfolio value: 10,240.04\n- Daily P/L vs yesterday’s close\n - NVDA: -0.50 x 11 = -5.50\n - MSFT: -4.59 x 4 = -18.36\n - GOOGL: -4.67 x 9 = -42.03\n - AMZN: +0.88 x 7 = +6.16\n - AVGO: +0.92 x 3 = +2.76\n - AMD: +7.80 x 3 = +23.40\n - CRWD: -11.33 x 1 = -11.33\n - Net daily P/L: -44.90\n\nCurrent weights (including cash)\n\n- GOOGL: 21.60%\n- MSFT: 20.47%\n- NVDA: 19.88%\n- AMZN: 15.17%\n- AVGO: 9.86%\n- AMD: 6.20%\n- CRWD: 4.74%\n- Cash: 2.11%\n\nStrategy check and decision\n\n- Fundamentals/macro quick take from today’s info:\n - Semis/AI: AMD strength today; NVDA marginally down; AVGO steady; AI infrastructure demand remains strong.\n - Mega-cap software/cloud: MSFT and GOOGL pulled back; nothing material on fundamentals today.\n - Cybersecurity: CRWD down; no material negative catalyst today.\n- Cash is only $216, insufficient to add meaningful exposure to core names.\n- Rebalancing would require selling core holdings to fund new buys; given long-term focus on AI/cloud leaders, and no fundamental deterioration, we will maintain positions unchanged today.\n\nTrades executed\n\n- None today (no changes). No buy/sell tool calls due to insufficient cash and maintained conviction in current holdings.\n\nUpdated positions (as of 2025-10-07 close)\n\n- {'NVDA': 11, 'MSFT': 4, 'AAPL': 0, 'GOOG': 0, 'GOOGL': 9, 'AMZN': 7, 'META': 0, 'AVGO': 3, 'TSLA': 0, 'NFLX': 0, 'PLTR': 0, 'COST': 0, 'ASML': 0, 'AMD': 3, 'CSCO': 0, 'AZN': 0, 'TMUS': 0, 'MU': 0, 'LIN': 0, 'PEP': 0, 'SHOP': 0, 'APP': 0, 'INTU': 0, 'AMAT': 0, 'LRCX': 0, 'PDD': 0, 'QCOM': 0, 'ARM': 0, 'INTC': 0, 'BKNG': 0, 'AMGN': 0, 'TXN': 0, 'ISRG': 0, 'GILD': 0, 'KLAC': 0, 'PANW': 0, 'ADBE': 0, 'HON': 0, 'CRWD': 1, 'CEG': 0, 'ADI': 0, 'ADP': 0, 'DASH': 0, 'CMCSA': 0, 'VRTX': 0, 'MELI': 0, 'SBUX': 0, 'CDNS': 0, 'ORLY': 0, 'SNPS': 0, 'MSTR': 0, 'MDLZ': 0, 'ABNB': 0, 'MRVL': 0, 'CTAS': 0, 'TRI': 0, 'MAR': 0, 'MNST': 0, 'CSX': 0, 'ADSK': 0, 'PYPL': 0, 'FTNT': 0, 'AEP': 0, 'WDAY': 0, 'REGN': 0, 'ROP': 0, 'NXPI': 0, 'DDOG': 0, 'AXON': 0, 'ROST': 0, 'IDXX': 0, 'EA': 0, 'PCAR': 0, 'FAST': 0, 'EXC': 0, 'TTWO': 0, 'XEL': 0, 'ZS': 0, 'PAYX': 0, 'WBD': 0, 'BKR': 0, 'CPRT': 0, 'CCEP': 0, 'FANG': 0, 'TEAM': 0, 'CHTR': 0, 'KDP': 0, 'MCHP': 0, 'GEHC': 0, 'VRSK': 0, 'CTSH': 0, 'CSGP': 0, 'KHC': 0, 'ODFL': 0, 'DXCM': 0, 'TTD': 0, 'ON': 0, 'BIIB': 0, 'LULU': 0, 'CDW': 0, 'GFS': 0, 'CASH': 216.00000000000006}\n\n<FINISH_SIGNAL>"}]}
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4
data/agent_data/gpt-5/log/2025-10-08/log.jsonl
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4
data/agent_data/gpt-5/log/2025-10-08/log.jsonl
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data/agent_data/gpt-5/log/2025-10-09/log.jsonl
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data/agent_data/gpt-5/log/2025-10-09/log.jsonl
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@@ -0,0 +1 @@
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{"signature": "gpt-5", "new_messages": [{"role": "user", "content": "Please analyze and update today's (2025-10-09) positions."}]}
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@@ -14,3 +14,5 @@
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{"date": "2025-10-03", "id": 13, "this_action": {"action": "buy", "symbol": "GOOGL", "amount": 2}, "positions": {"NVDA": 11, "MSFT": 4, "AAPL": 0, "GOOG": 0, "GOOGL": 7, "AMZN": 7, "META": 0, "AVGO": 3, "TSLA": 0, "NFLX": 0, "PLTR": 0, "COST": 0, "ASML": 0, "AMD": 6, "CSCO": 0, "AZN": 0, "TMUS": 0, "MU": 0, "LIN": 0, "PEP": 0, "SHOP": 0, "APP": 0, "INTU": 0, "AMAT": 0, "LRCX": 0, "PDD": 0, "QCOM": 0, "ARM": 0, "INTC": 0, "BKNG": 0, "AMGN": 0, "TXN": 0, "ISRG": 0, "GILD": 0, "KLAC": 0, "PANW": 0, "ADBE": 0, "HON": 0, "CRWD": 1, "CEG": 0, "ADI": 0, "ADP": 0, "DASH": 0, "CMCSA": 0, "VRTX": 0, "MELI": 0, "SBUX": 0, "CDNS": 0, "ORLY": 0, "SNPS": 0, "MSTR": 0, "MDLZ": 0, "ABNB": 0, "MRVL": 0, "CTAS": 0, "TRI": 0, "MAR": 0, "MNST": 0, "CSX": 0, "ADSK": 0, "PYPL": 0, "FTNT": 0, "AEP": 0, "WDAY": 0, "REGN": 0, "ROP": 0, "NXPI": 0, "DDOG": 0, "AXON": 0, "ROST": 0, "IDXX": 0, "EA": 0, "PCAR": 0, "FAST": 0, "EXC": 0, "TTWO": 0, "XEL": 0, "ZS": 0, "PAYX": 0, "WBD": 0, "BKR": 0, "CPRT": 0, "CCEP": 0, "FANG": 0, "TEAM": 0, "CHTR": 0, "KDP": 0, "MCHP": 0, "GEHC": 0, "VRSK": 0, "CTSH": 0, "CSGP": 0, "KHC": 0, "ODFL": 0, "DXCM": 0, "TTD": 0, "ON": 0, "BIIB": 0, "LULU": 0, "CDW": 0, "GFS": 0, "CASH": 26.225000000000023}}
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{"date": "2025-10-06", "id": 14, "this_action": {"action": "sell", "symbol": "AMD", "amount": 3}, "positions": {"NVDA": 11, "MSFT": 4, "AAPL": 0, "GOOG": 0, "GOOGL": 7, "AMZN": 7, "META": 0, "AVGO": 3, "TSLA": 0, "NFLX": 0, "PLTR": 0, "COST": 0, "ASML": 0, "AMD": 3, "CSCO": 0, "AZN": 0, "TMUS": 0, "MU": 0, "LIN": 0, "PEP": 0, "SHOP": 0, "APP": 0, "INTU": 0, "AMAT": 0, "LRCX": 0, "PDD": 0, "QCOM": 0, "ARM": 0, "INTC": 0, "BKNG": 0, "AMGN": 0, "TXN": 0, "ISRG": 0, "GILD": 0, "KLAC": 0, "PANW": 0, "ADBE": 0, "HON": 0, "CRWD": 1, "CEG": 0, "ADI": 0, "ADP": 0, "DASH": 0, "CMCSA": 0, "VRTX": 0, "MELI": 0, "SBUX": 0, "CDNS": 0, "ORLY": 0, "SNPS": 0, "MSTR": 0, "MDLZ": 0, "ABNB": 0, "MRVL": 0, "CTAS": 0, "TRI": 0, "MAR": 0, "MNST": 0, "CSX": 0, "ADSK": 0, "PYPL": 0, "FTNT": 0, "AEP": 0, "WDAY": 0, "REGN": 0, "ROP": 0, "NXPI": 0, "DDOG": 0, "AXON": 0, "ROST": 0, "IDXX": 0, "EA": 0, "PCAR": 0, "FAST": 0, "EXC": 0, "TTWO": 0, "XEL": 0, "ZS": 0, "PAYX": 0, "WBD": 0, "BKR": 0, "CPRT": 0, "CCEP": 0, "FANG": 0, "TEAM": 0, "CHTR": 0, "KDP": 0, "MCHP": 0, "GEHC": 0, "VRSK": 0, "CTSH": 0, "CSGP": 0, "KHC": 0, "ODFL": 0, "DXCM": 0, "TTD": 0, "ON": 0, "BIIB": 0, "LULU": 0, "CDW": 0, "GFS": 0, "CASH": 705.5600000000001}}
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{"date": "2025-10-06", "id": 15, "this_action": {"action": "buy", "symbol": "GOOGL", "amount": 2}, "positions": {"NVDA": 11, "MSFT": 4, "AAPL": 0, "GOOG": 0, "GOOGL": 9, "AMZN": 7, "META": 0, "AVGO": 3, "TSLA": 0, "NFLX": 0, "PLTR": 0, "COST": 0, "ASML": 0, "AMD": 3, "CSCO": 0, "AZN": 0, "TMUS": 0, "MU": 0, "LIN": 0, "PEP": 0, "SHOP": 0, "APP": 0, "INTU": 0, "AMAT": 0, "LRCX": 0, "PDD": 0, "QCOM": 0, "ARM": 0, "INTC": 0, "BKNG": 0, "AMGN": 0, "TXN": 0, "ISRG": 0, "GILD": 0, "KLAC": 0, "PANW": 0, "ADBE": 0, "HON": 0, "CRWD": 1, "CEG": 0, "ADI": 0, "ADP": 0, "DASH": 0, "CMCSA": 0, "VRTX": 0, "MELI": 0, "SBUX": 0, "CDNS": 0, "ORLY": 0, "SNPS": 0, "MSTR": 0, "MDLZ": 0, "ABNB": 0, "MRVL": 0, "CTAS": 0, "TRI": 0, "MAR": 0, "MNST": 0, "CSX": 0, "ADSK": 0, "PYPL": 0, "FTNT": 0, "AEP": 0, "WDAY": 0, "REGN": 0, "ROP": 0, "NXPI": 0, "DDOG": 0, "AXON": 0, "ROST": 0, "IDXX": 0, "EA": 0, "PCAR": 0, "FAST": 0, "EXC": 0, "TTWO": 0, "XEL": 0, "ZS": 0, "PAYX": 0, "WBD": 0, "BKR": 0, "CPRT": 0, "CCEP": 0, "FANG": 0, "TEAM": 0, "CHTR": 0, "KDP": 0, "MCHP": 0, "GEHC": 0, "VRSK": 0, "CTSH": 0, "CSGP": 0, "KHC": 0, "ODFL": 0, "DXCM": 0, "TTD": 0, "ON": 0, "BIIB": 0, "LULU": 0, "CDW": 0, "GFS": 0, "CASH": 216.00000000000006}}
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{"date": "2025-10-07", "id": 16, "this_action": {"action": "no_trade", "symbol": "", "amount": 0}, "positions": {"NVDA": 11, "MSFT": 4, "AAPL": 0, "GOOG": 0, "GOOGL": 9, "AMZN": 7, "META": 0, "AVGO": 3, "TSLA": 0, "NFLX": 0, "PLTR": 0, "COST": 0, "ASML": 0, "AMD": 3, "CSCO": 0, "AZN": 0, "TMUS": 0, "MU": 0, "LIN": 0, "PEP": 0, "SHOP": 0, "APP": 0, "INTU": 0, "AMAT": 0, "LRCX": 0, "PDD": 0, "QCOM": 0, "ARM": 0, "INTC": 0, "BKNG": 0, "AMGN": 0, "TXN": 0, "ISRG": 0, "GILD": 0, "KLAC": 0, "PANW": 0, "ADBE": 0, "HON": 0, "CRWD": 1, "CEG": 0, "ADI": 0, "ADP": 0, "DASH": 0, "CMCSA": 0, "VRTX": 0, "MELI": 0, "SBUX": 0, "CDNS": 0, "ORLY": 0, "SNPS": 0, "MSTR": 0, "MDLZ": 0, "ABNB": 0, "MRVL": 0, "CTAS": 0, "TRI": 0, "MAR": 0, "MNST": 0, "CSX": 0, "ADSK": 0, "PYPL": 0, "FTNT": 0, "AEP": 0, "WDAY": 0, "REGN": 0, "ROP": 0, "NXPI": 0, "DDOG": 0, "AXON": 0, "ROST": 0, "IDXX": 0, "EA": 0, "PCAR": 0, "FAST": 0, "EXC": 0, "TTWO": 0, "XEL": 0, "ZS": 0, "PAYX": 0, "WBD": 0, "BKR": 0, "CPRT": 0, "CCEP": 0, "FANG": 0, "TEAM": 0, "CHTR": 0, "KDP": 0, "MCHP": 0, "GEHC": 0, "VRSK": 0, "CTSH": 0, "CSGP": 0, "KHC": 0, "ODFL": 0, "DXCM": 0, "TTD": 0, "ON": 0, "BIIB": 0, "LULU": 0, "CDW": 0, "GFS": 0, "CASH": 216.00000000000006}}
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{"date": "2025-10-08", "id": 17, "this_action": {"action": "no_trade", "symbol": "", "amount": 0}, "positions": {"NVDA": 11, "MSFT": 4, "AAPL": 0, "GOOG": 0, "GOOGL": 9, "AMZN": 7, "META": 0, "AVGO": 3, "TSLA": 0, "NFLX": 0, "PLTR": 0, "COST": 0, "ASML": 0, "AMD": 3, "CSCO": 0, "AZN": 0, "TMUS": 0, "MU": 0, "LIN": 0, "PEP": 0, "SHOP": 0, "APP": 0, "INTU": 0, "AMAT": 0, "LRCX": 0, "PDD": 0, "QCOM": 0, "ARM": 0, "INTC": 0, "BKNG": 0, "AMGN": 0, "TXN": 0, "ISRG": 0, "GILD": 0, "KLAC": 0, "PANW": 0, "ADBE": 0, "HON": 0, "CRWD": 1, "CEG": 0, "ADI": 0, "ADP": 0, "DASH": 0, "CMCSA": 0, "VRTX": 0, "MELI": 0, "SBUX": 0, "CDNS": 0, "ORLY": 0, "SNPS": 0, "MSTR": 0, "MDLZ": 0, "ABNB": 0, "MRVL": 0, "CTAS": 0, "TRI": 0, "MAR": 0, "MNST": 0, "CSX": 0, "ADSK": 0, "PYPL": 0, "FTNT": 0, "AEP": 0, "WDAY": 0, "REGN": 0, "ROP": 0, "NXPI": 0, "DDOG": 0, "AXON": 0, "ROST": 0, "IDXX": 0, "EA": 0, "PCAR": 0, "FAST": 0, "EXC": 0, "TTWO": 0, "XEL": 0, "ZS": 0, "PAYX": 0, "WBD": 0, "BKR": 0, "CPRT": 0, "CCEP": 0, "FANG": 0, "TEAM": 0, "CHTR": 0, "KDP": 0, "MCHP": 0, "GEHC": 0, "VRSK": 0, "CTSH": 0, "CSGP": 0, "KHC": 0, "ODFL": 0, "DXCM": 0, "TTD": 0, "ON": 0, "BIIB": 0, "LULU": 0, "CDW": 0, "GFS": 0, "CASH": 216.00000000000006}}
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96
delete.py
96
delete.py
@@ -1,96 +0,0 @@
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#!/usr/bin/env python3
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"""
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删除./data/agent_data/{}/log/{}下面的所有log.jsonl里每一条的"timestamp"字段
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"""
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import os
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import json
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import glob
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from pathlib import Path
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def remove_timestamp_from_log_files():
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"""
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遍历所有agent_data目录下的log.jsonl文件，删除每一条记录中的timestamp字段
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"""
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base_path = Path("./data/agent_data")
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if not base_path.exists():
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print(f"错误：目录 {base_path} 不存在")
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return
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# 查找所有log.jsonl文件
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log_files = list(base_path.glob("*/log/*/log.jsonl"))
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if not log_files:
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print("未找到任何log.jsonl文件")
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return
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print(f"找到 {len(log_files)} 个log.jsonl文件")
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processed_files = 0
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total_records = 0
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modified_records = 0
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for log_file in log_files:
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print(f"处理文件: {log_file}")
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try:
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# 读取文件内容
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with open(log_file, 'r', encoding='utf-8') as f:
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lines = f.readlines()
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if not lines:
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print(f" 文件为空，跳过")
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continue
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# 处理每一行
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modified_lines = []
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file_modified = False
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for line_num, line in enumerate(lines, 1):
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line = line.strip()
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if not line:
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modified_lines.append(line)
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continue
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try:
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# 解析JSON
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data = json.loads(line)
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total_records += 1
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# 检查是否有timestamp字段
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if 'timestamp' in data:
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# 删除timestamp字段
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del data['timestamp']
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modified_records += 1
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file_modified = True
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print(f" 第{line_num}行：删除了timestamp字段")
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# 重新序列化
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modified_lines.append(json.dumps(data, ensure_ascii=False))
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except json.JSONDecodeError as e:
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print(f" 第{line_num}行：JSON解析错误 - {e}")
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modified_lines.append(line) # 保持原样
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# 如果有修改，写回文件
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if file_modified:
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with open(log_file, 'w', encoding='utf-8') as f:
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for line in modified_lines:
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f.write(line + '\n')
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print(f" 文件已更新")
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processed_files += 1
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else:
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print(f" 文件无需修改")
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except Exception as e:
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print(f" 处理文件时出错: {e}")
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continue
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print(f"\n处理完成！")
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print(f"处理了 {processed_files} 个文件")
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print(f"总共 {total_records} 条记录")
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print(f"修改了 {modified_records} 条记录")
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if __name__ == "__main__":
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remove_timestamp_from_log_files()
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Reference in New Issue
Block a user