fund-keeper

# Fund Keeper - Intelligent Fund Advisor A comprehensive tool for Chinese mutual fund management with real-time valuation, buy/sell suggestions, and portfolio tracking. ## Quick Start ### 1. Install Dependencies ```bash pip install akshare pandas requests ``` ### 2. Create Fund List Create your portfolio in `workspace/funds/my-funds.md`: ```markdown # My Fund Portfolio ## Holdings | Fund Code | Fund Name | Shares | Cost NAV | Notes | |---------|---------|---------|---------|------| | 000001 | HuaXia Growth | 10000 | 1.500 | SIP | | 110011 | YiFangDa SME | 5000 | 2.300 | Long-term | ``` ### 3. Commands ```bash # View portfolio P&L fund-keeper portfolio # Get buy/sell suggestions fund-keeper advice # View config fund-keeper config # Modify config fund-keeper config --set alert_threshold=2.0 # Reset config fund-keeper config --reset # Add fund from screenshot fund-keeper add-from-image screenshot.png # View market overview fund-keeper market # Set alert fund-keeper alert --fund 000001 --price 1.800 ``` ## Core Features ### 1. Real-time Valuation - Fetch real-time NAV estimates from public sources - Compare with historical NAV, calculate daily change - Support QDII funds (HK/US markets) ### 2. Buy/Sell Suggestions Based on comprehensive analysis: - **Valuation**: PE/PB historical percentile - **Technical**: Moving averages, MACD, RSI - **Market Sentiment**: Capital flow, news - **Cost Basis**: Compare with your holding cost Suggestion Levels: - **Strong ...