v1.4.0: 持仓跟踪智能体(产业链上下游深度分析) - 定期跟踪自选股/持仓, RAG采集个股+上游+下游+同业动态, LLM输出产业链深度分析+影响度判定, 重大变化邮件通知, 跟踪页+设置项

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 %}