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feat: add investment-commander template for A-share research team#123

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Alan5168 wants to merge 4 commits intoHKUDS:mainfrom
Alan5168:add-investment-commander-template
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feat: add investment-commander template for A-share research team#123
Alan5168 wants to merge 4 commits intoHKUDS:mainfrom
Alan5168:add-investment-commander-template

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@Alan5168 Alan5168 commented Apr 4, 2026

Summary

Investment Commander is a China A-share research system using the "Global Emerging Themes × A-share Validation" methodology:

  • 产业逻辑 70% (Industry Logic) + 量化择时 30% (Technical Timing) = Daily 3 stock recommendations
  • 5 agents collaborating: Commander + industry-analyst + quant-analyst + risk-validator + news-analyst

Key Features

  • Genetic algorithm optimizes indicator combinations (composite_score: 17.09 → 19.31, high-zone hit rate 28.1% vs random 22.1%)
  • Hot sector tracker: akshare limit-up board (A股涨停) + last30days Reddit global themes cross-validation
  • Auto-exclude held positions from recommendations
  • YANG signal for US overnight risk assessment

Template Structure

Commander (leader) — receives all analyst inputs, makes final decision
  ├─ industry-analyst   → industry_analyst.py
  ├─ quant-analyst      → alan_custom_screener.py
  ├─ risk-validator     → market_filter.py + us_market_signal.py
  └─ news-analyst       → hot_sector_tracker.py

Usage

clawteam launch investment-commander --goal "AI算力 芯片 商业航天" --team-name my-invest

Related: Alan5168/investment-commander (GitHub)

Alan Li and others added 4 commits April 4, 2026 12:02
A股投研团队模板 - 产业逻辑(70%) + 量化择时(30%)

基于 Investment Commander v1.3.0 架构:
- Commander: 协调者(不决策,只调度)
- Screener: 选股分析师(产业逻辑筛选)
- Strategist: 市场策略官(遗传算法最优指标)
- Validator: 风控验证员(回测基准验证)

特色:
- 遗传算法优化指标组合(composite_score: 17.09 → 19.31)
- 高区胜率 28.1% vs 随机基准 22.1%(+6pp)
- 自动排除已持仓股票
- 未来产业筛选(汽车电子/半导体/电力设备/新材料)

GitHub: Alan5168/investment-commander v1.3.0
Stars: 2
同步 investment-commander v1.3.1 最新模板:
- 5个Agent:Commander/产业分析师/量化分析师/风控验证员/新闻情绪分析师
- 每个Agent有明确的任务说明和输出格式
- 新增 news-analyst(热点题材追踪)

Agent分工:
- Commander: 汇总决策(MiniMax)
- industry-analyst: 产业逻辑筛选(industry_analyst.py)
- quant-analyst: 技术面筛选(alan_custom_screener.py)
- risk-validator: 大盘风控(market_filter.py + us_market_signal.py)
- news-analyst: 热点追踪(hot_sector_tracker.py)

GitHub: https://github.com/Alan5168/investment-commander v1.3.1
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