- name
- daily-review-dashboard
- description
- Manage Steven's daily subjective review (复盘) dashboard. Triggers on: (1) "复盘看板", "每日复盘", "主观复盘", (2) Steven submitting daily review content, (3) reviewing trading issues, mistakes, or emotions, (4) updating sentiment tags, problem tracking, or next-day plans. Reads and writes to the review system under review_egg/.
Daily Review Dashboard
Dashboard Location
review_egg/dashboard/index.html — 复盘看板，双击用浏览器打开
Core Data Files
| File | Purpose |
|---|---|
review_egg/dashboard/index.html | Dashboard HTML (self-contained, stores DATA in JS) |
review_egg/今日复盘-YYYY-MM-DD.md | Daily review raw text |
review_egg/review_index.jsonl | Structured review index (JSONL, one line per day) |
review_egg/review_summary.csv | CSV summary of all reviews |
review_egg/dashboard_data/summary.json | Aggregated stats (issue counts, streaks) |
review_egg/dashboard_data/issues_tracker.json | Issue tracking list |
Data Schema (reviews array in HTML DATA object)
{
"date": "2026-03-18",
"review_id": "review_20260318",
"market_summary": "阳光电源持仓浮盈...",
"biggest_gain": "...",
"biggest_loss": "...",
"top_issue": "...",
"tags": ["买点错误", "无逻辑买入"],
"sentiment_tags": ["反省", "冲动"],
"daily_return_pct": 2.74,
"trade_count": 1,
"positions_count": 1,
"open_positions": "阳光电源 300股",
"issue_recurrence_count": 1,
"issue_category": "冲动交易",
"linked_trades": ["300274"],
"next_plan": "兆易创新若回调至支撑可轻仓试探...",
"original_text": "1. 阳光电源清仓...\
2. 艾罗能源...\
3. 兆易创新...",
"holdings": [
{
"name": "阳光电源",
"symbol": "300274",
"quantity": 300,
"cost": 163.16,
"current_price": 166.59,
"unrealized_pnl": 1029,
"unrealized_pnl_pct": 2.10
}
]
}Standard Workflows
Opening the Dashboard
open ~/.openclaw/workspace/review_egg/dashboard/index.htmlAdding a New Daily Review
- Write raw text to
review_egg/今日复盘-YYYY-MM-DD.md - Append structured entry to
review_egg/review_index.jsonl - Append summary row to
review_egg/review_summary.csv - Update
review_egg/dashboard_data/summary.json(issues_summary, daily_returns, totals) - Update
review_egg/dashboard_data/issues_tracker.jsonif new issues - Update
review_egg/dashboard/index.htmlDATA object:
- Add to reviews[] array - Add to daily_returns[] - Update totals (total_reviews, avg_daily_return, etc.)
- Run
open review_egg/dashboard/index.html
Dashboard Sections
The dashboard has these sections (in order):
- 总览卡片（复盘次数、收益率、问题统计、连胜）
- 📈 每日收益率柱状图
- ⚠️ 问题出现统计
- 💼 持股状况（from
holdings[]） - 📄 复盘原文（from
original_text） - 📋 复盘历史（structured summary cards）
Key Rules
- 原文 stored in
original_textfield — displayed verbatim - 结构化摘要 from fields (biggest_gain, top_issue, tags, etc.)
- 持股状况 from
holdings[]— only shows latest date with holdings - No field = don't fabricate; leave empty
- Problem tags: 追高, 卖飞, 拿不住盈利单, 频繁交易, 情绪化交易, 不止损, 仓位过重, 买点错误, 无逻辑买入
Update Checklist
After receiving new review from Steven:
- [ ]
review_egg/今日复盘-YYYY-MM-DD.md(raw text) - [ ]
review_egg/review_index.jsonl(append JSONL) - [ ]
review_egg/review_summary.csv(append CSV row) - [ ]
review_egg/dashboard_data/summary.json(update aggregates) - [ ]
review_egg/dashboard_data/issues_tracker.json(new issues) - [ ]
review_egg/dashboard/index.html(update DATA object)
Separation from Trade System
Steven's daily review = subjective (复盘) ≠ trade records (交易流水)
- review_egg/ = Steven's personal reflection system
- trade/ = objective trading ledger
- Do NOT mix content between the two systems