远
远航 Aladdin Erin 个人版投资决策系统
Owner-auth gated · import portfolio to show broker context
Authenticated session
Holdings after import
Cash/orders after import
Engine after login
本期 Phase 2 (要做)
Phase 3 defer (本期不做, 视觉占位)
Data source: owner-auth session · portfolio data appears after import
用户动线总图 · 5 条 jobs-to-be-done
Platform 设计 4 句话: (1) Today = 30 秒判断今天要不要 act · (2) Workbench = stock-centric 三引擎核心, 任何 ticker 进 → 一屏出 verdict + ladder + action · (3) Decisions = 把 verdict 沉淀成 Decision Card → Action Item · (4) Review = 事后 hit-rate eval (Phase 3 attribution lab).
动线 1
持仓跟踪 (held)
Today → Portfolio → 点 ticker → Workbench
本期动线 2
未持仓个股分析 (ad-hoc)
右上 Run三引擎 → Workbench → 输入 ticker
本期动线 3
加仓/建仓 (ADD/INITIATE)
Workbench → Position Action → Save DC
本期动线 4
减仓/退出 (TRIM/CANCEL)
Today red-line → Workbench → 修订 ladder → Save DC
本期动线 5
事后归因 (review)
Review → Attribution Lab
Phase 3
本期 (Phase 2) 平台范围
| 模块 (system-inventory) | 本期 P2 范围 | Phase 3 defer | Erin 用得到吗? |
|---|
| ① Position & Data Spine | canonical portfolio import · positions / cash / active orders after owner auth | corp-action / cost-basis pipeline | 核心 · 每天用 |
| ② Risk Analytics | cluster risk / sector / 集中度 / 币种 exposure | VaR/CVaR · Factor attribution · Stress scenarios | 每天看 Today 红线 |
| ③ Research & Thesis | thesis schema · catalyst/trigger/退出 | auto-research summary · news pull | 看 ticker 时核 thesis |
| ④ Decision Workflow | 三引擎 Workbench (Erin SoT) + Decision Card + Action Item · 10 actions vocab | broker-verified 自动 sync · auto-execution | 核心 · 每次决策 |
| ⑤ Monitoring & Alerting | basic threshold trigger (red-line / over-cap / cash idle) | news API push · earnings calendar · custom alerts | 每天 Today 显示 |
| ⑥ Performance Attribution | — | v2.4.1 attribution lab · 7 drivers waterfall · DC §12 outcome · error diagnosis | Phase 3 |
| ⑦ Reporting Dashboard | Today / Portfolio 4-engine分布 / Decisions Inbox | 月度复盘 PDF · 邮件 digest | Today 默认页 |
| ⑧ Self-Rules Engine | rules.json 30 rules · EXT-R-1/2/3 · staging mirror mutation | rule自然语言入门 · auto rule learn-from-history | Workbench 默认引用 |
Signed-out shell · portfolio context renders after login.
Signed-out shell · sign in and import canonical portfolio JSON.
Signed-out shell · no portfolio-aware decisions before login.
Signed-out shell · no active orders or held ideas before login.
Signed-out shell · no holding thesis before login.
Signed-out shell · no portfolio attribution before login.
DATA_UNAVAILABLE · Workbench bundle is not loaded.
① 输入参数
规则手动调整 (advanced)
允许 sandbox what-if override rules.json verdict for simulation. Save 时另存 sandbox · 不污染 production analysis_run.
三引擎 Workbench Output
DATA_UNAVAILABLE · Select ticker and run Workbench. This local branch uses the Slice 2/3/4/5 contract path and does not read production DB.
No owner portfolio data is rendered before the Workbench bundle returns an owner-auth READY response.