InvAssistant — US Stock Buy/Sell Signal Checker

Should you BUY, SELL, or HOLD today? This CodeBuddy/WorkBuddy Skill answers that question for your US stock portfolio using a rules-based, emotion-free approach. It applies a configurable "Three Red Lines" entry filter and a multi-layered exit engine (take-profit, stop-loss, trend-break, momentum-fade, VIX panic defense), fetches real-time data from Yahoo Finance, and pushes actionable alerts to WeChat Work, DingTalk, or Feishu group bots.

Features

• Three Red Lines System — Emotion release, technical support confirmation, and market risk assessment as mandatory entry filters (not a scoring system)
• Configurable Watchlist — Add/remove stocks, assign strategy types (redline/hold/pullback/satellite), tune parameters via JSON config
• Multi-Channel Push — Push signal reports to WeChat Work, DingTalk, Feishu group bots
• Command Triggers — Configure group bot commands to trigger checks (e.g., "@bot 检查持仓")
• Modular Architecture — Data fetcher, red line engine, and portfolio checker as independent modules

Quick Start

1. Install

# Clone or copy to your CodeBuddy skills directory
cp -r invassistant-skill ~/.codebuddy/skills/invassistant

# Install dependencies
pip install -r requirements.txt

2. Initialize Config

python scripts/init_config.py

This generates invassistant-config.json with default settings. Edit it to customize your watchlist and push channels.

3. Run

# Full portfolio check
python check_portfolio.py

# TSLA detailed analysis
python check_tsla_entry.py

# Check and push results
python scripts/portfolio_checker.py --push

Or simply tell CodeBuddy: "检查持仓信号" / "TSLA红线检查" / "今日信号"

Configuration

Stock Watchlist (portfolio.watchlist)

{
  "symbol": "TSLA",
  "name": "Tesla",
  "strategy": "redline",
  "params": {
    "emotion_drop_threshold": -4,
    "consecutive_days": 3,
    "bounce_threshold": 1.5,
    "volume_ratio": 1.2,
    "entry_size": 0.3
  }
}

Strategy	Description	Action
redline	Three Red Lines filter	Entry only when ALL three pass
hold	Permanent hold	No buy, no sell
pullback	Pullback add	Alert when pullback >= threshold
satellite	Satellite position	Do nothing

Push Channels (adapters)

Channel	Config Key	Setup
WeChat Work	wechatwork	Group Settings → Bot → Custom Bot → Copy Webhook URL
DingTalk	dingtalk	Group Settings → Smart Assistant → Add Bot → Custom
Feishu	feishu	Group Settings → Bot → Add Bot → Custom Bot

Set enabled: true and fill in webhook_url to activate a channel.

Command Triggers (commands)

Map group bot commands to actions:

{
  "检查持仓": "full_check",
  "TSLA红线": "tsla_detail",
  "今日信号": "full_check"
}

Project Structure

invassistant-skill/
├── SKILL.md                    # Skill definition (triggers, workflow, logic)
├── invassistant-config.json    # Your config (gitignored, contains webhook secrets)
├── check_portfolio.py          # Quick entry: full portfolio check
├── check_tsla_entry.py         # Quick entry: TSLA red line check
├── check_detail.py             # Quick entry: TSLA detailed analysis
├── scripts/
│   ├── init_config.py          # Generate default config
│   ├── data_fetcher.py         # Yahoo Finance data fetcher (retry, rate limit)
│   ├── redline_engine.py       # Three Red Lines engine (configurable params)
│   ├── portfolio_checker.py    # Main checker (strategy dispatch, report format)
│   ├── send_wecom.py           # WeChat Work push
│   ├── send_dingtalk.py        # DingTalk push (with HMAC signing)
│   └── send_feishu.py          # Feishu push (post / interactive card)
├── Q1_2026_交易策略.md          # Strategy reference document
├── requirements.txt
├── LICENSE
└── README.md

The Three Red Lines

Red Lines are filters, not scores. ALL three must pass for entry. Any single failure = NO-TRADE.

Red Line 1: Emotion Release Drop (Most Critical)

• Single-day drop >= 4%, or
• 3+ consecutive down days

No emotion release → no mispricing → no entry reason.

Red Line 2: Technical Stop Confirmation (Strict)

Requires real stop confirmation, not just "near moving average":

• Volume shrinkage after sell-off (< 70% of previous day)
• Strong MA support = lower shadow + up close + (volume surge 120%+ OR strong bounce >= 1.5%)
• Complete Higher Low structure (Low A → bounce → Low B > A → 2-day confirmation)

Red Line 3: Market Not in Systemic Risk

• QQQ not down 3 consecutive days
• SPX not down 3 consecutive days
• VIX < 25

License

MIT License - see LICENSE