feat: add buffett-style daily advice controls

Author: AdvancingTitans

CHANGELOG.md

@@ -5,6 +5,15 @@ All notable changes to this project will be documented in this file.
 The format is based on [Keep a Changelog](https://keepachangelog.com/en/1.1.0/),
 and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0.html).
 
+## [0.1.14] - 2026-06-03
+
+### Added
+- Added `young uninstall` to remove the package from the current Python environment with one command.
+- Added `young profile clear-stocks` and `young profile clear-funds` for one-click stock/fund memory cleanup without deleting the other side.
+
+### Changed
+- Daily report advice now uses a Buffett-style framework: circle of competence, margin of safety, moat durability, valuation discipline, and Mr. Market. Summary/key-points/full modes now tie risk notes to the user's watched symbols, fund estimates, and available news instead of printing generic caution text.
+
 ## [0.1.13] - 2026-06-03
 
 ### Added

README.md

@@ -36,6 +36,8 @@ young fund 161725       # fund estimate + top holdings quote/news
 young profile add-stock 600519
 young profile add-fund 161725
 young profile list
+young profile clear-stocks  # clear all saved stocks/ETFs only
+young profile clear-funds   # clear all saved funds only
 young daily --format summary      # concise personalized daily report
 young daily --format key-points   # short report with trend/risk points
 young daily --format full         # full personalized daily report
@@ -53,6 +55,7 @@ young flow              # latest verified A-share fund flow
 young a -d 20260530     # historical date (YYYYMMDD)
 young a --refresh       # bypass cache, force re-fetch
 young update            # upgrade young-stock-cli in the current Python env
+young uninstall         # uninstall from the current Python env
 young --help
 ```
 
@@ -85,9 +88,9 @@ The internals are being split into focused modules: `young_stock.calendar` handl
 - **Multiple public quote sources** — Tencent Finance, Sina Finance, and Eastmoney are tried in sequence so temporary source failures can be filled by another no-login endpoint.
 - **Single-stock lookup** — `young stock 600519`, `young stock 0700.HK`, or `young stock AAPL` prints a compact quote snapshot with source, trade date, price, change, volume, turnover when available, and optional news.
 - **Fund holding lookup** — `young fund 161725` prints the fund's same-day estimated change, latest NAV date, top holdings, holding-stock quotes, rough contribution estimate, and same-day holding-stock news. Official fund NAVs usually update at night, so intraday/close values are clearly labeled as estimates.
-- **Personal daily report** — `young daily` reads your local investment memory from `~/.young_stock/profile.json`, then prints saved stock/ETF trends, fund estimates, global indices, A-share sentiment, and risk-oriented suggestions. First use: add symbols with `young profile add-stock 600519` and `young profile add-fund 161725`.
+- **Personal daily report** — `young daily` reads your local investment memory from `~/.young_stock/profile.json`, then prints saved stock/ETF trends, fund estimates, global indices, A-share sentiment, and Buffett-style risk-oriented suggestions grounded in your symbols, fund estimates, and available news. First use: add symbols with `young profile add-stock 600519` and `young profile add-fund 161725`.
 - **Short report modes** — `young daily --format summary` keeps terminal output compact; `--format key-points` adds a few trend/risk bullets; `--only`, `--order`, and `--quick` trim slower or irrelevant sections.
-- **Investment memory management** — list, remove, clear, and group saved stocks/funds with `young profile list`, `remove-stock`, `remove-fund`, `clear`, and `profile group create/add`.
+- **Investment memory management** — list, remove, clear, and group saved stocks/funds with `young profile list`, `remove-stock`, `remove-fund`, `clear`, `clear-stocks`, `clear-funds`, and `profile group create/add`.
 - **Local workflow helpers** — lightweight `portfolio`, `alert`, `note`, and `diary` commands store local records for portfolio experiments, reminder rules, investment notes, and saved daily-report text.
 - **Diagnostics** — `young diagnose` summarizes recent source health and suggests cache/quick-mode fallbacks when public APIs are unstable.
 - **Single-stock news** — `young news 3690.HK` prints only the news/momentum view, with each item showing source and link status.
@@ -101,7 +104,7 @@ The internals are being split into focused modules: `young_stock.calendar` handl
 - **Same-day news discipline** — news sections only show items published on the requested trading date, up to five items, with a clear empty-state message when nothing valid is available.
 - **Readable news links** — linked news items are checked for obvious empty/404/no-content pages and replaced by other same-day news when possible.
 - **Sector boards via browser fallback** — when Eastmoney's board API rate-limits, falls back to rendering the public web page (optional, requires a local browser engine).
-- **Local updater** — `young update` runs `python -m pip install --upgrade young-stock-cli` with the same interpreter that launched the CLI.
+- **Local updater/uninstaller** — `young update` runs `python -m pip install --upgrade young-stock-cli`; `young uninstall` runs `python -m pip uninstall -y young-stock-cli` with the same interpreter that launched the CLI.
 
 ## Library usage
 

pyproject.toml

@@ -4,7 +4,7 @@ build-backend = "hatchling.build"
 
 [project]
 name = "young-stock-cli"
-version = "0.1.13"
+version = "0.1.14"
 description = "A-share (China stock market) after-hours CLI — no login, no scraping tricks, just data."
 readme = "README.md"
 requires-python = ">=3.10"

src/young_stock/__init__.py

@@ -1,3 +1,3 @@
 """young-stock-cli: A-share after-hours CLI."""
 
-__version__ = "0.1.13"
+__version__ = "0.1.14"

src/young_stock/cli.py

@@ -13,6 +13,7 @@
     add_group_item,
     add_profile_item,
     clear_profile,
+    clear_profile_kind,
     load_profile,
     profile_path,
     remove_profile_item,
@@ -108,6 +109,15 @@ def update(pre: bool, user_install: bool) -> None:
         raise click.ClickException(f"update failed with exit code {result.returncode}")
 
 
+@cli.command(help="Uninstall young-stock-cli from the current Python environment.")
+def uninstall() -> None:
+    cmd = [sys.executable, "-m", "pip", "uninstall", "-y", "young-stock-cli"]
+    click.echo("Running: " + " ".join(cmd))
+    result = subprocess.run(cmd, check=False)
+    if result.returncode != 0:
+        raise click.ClickException(f"uninstall failed with exit code {result.returncode}")
+
+
 @cli.command(help="Show A-share major indices only.")
 @_date_opt
 @_refresh_opt
@@ -265,6 +275,20 @@ def profile_clear() -> None:
     click.echo("Cleared investment memory.")
 
 
+@profile.command("clear-stocks", help="Clear all saved stocks/ETFs from investment memory.")
+def profile_clear_stocks() -> None:
+    data = clear_profile_kind("stocks")
+    click.echo("Cleared all saved stocks/ETFs.")
+    click.echo(f"Funds: {', '.join(data.get('funds', [])) or '-'}")
+
+
+@profile.command("clear-funds", help="Clear all saved funds from investment memory.")
+def profile_clear_funds() -> None:
+    data = clear_profile_kind("funds")
+    click.echo("Cleared all saved funds.")
+    click.echo(f"Stocks: {', '.join(data.get('stocks', [])) or '-'}")
+
+
 @profile.group("group", help="Manage investment-memory groups.")
 def profile_group() -> None:
     pass

src/young_stock/profile.py

@@ -65,6 +65,18 @@ def clear_profile() -> dict[str, list[str]]:
     return profile
 
 
+def clear_profile_kind(kind: str) -> dict[str, list[str]]:
+    if kind not in {"stocks", "funds"}:
+        raise ValueError(f"unknown profile item kind: {kind}")
+    profile = load_profile()
+    profile[kind] = []
+    for group in profile.get("groups", {}).values():
+        if isinstance(group, dict):
+            group[kind] = []
+    save_profile(profile)
+    return profile
+
+
 def add_group(name: str) -> dict[str, list[str]]:
     profile = load_profile()
     group_name = name.strip()

src/young_stock/reports.py

@@ -3,6 +3,13 @@
 
 from typing import Any
 
+THEME_KEYWORDS = {
+    "科技成长/AI": ("AI", "人工智能", "芯片", "半导体", "算力", "CPO", "光通信", "NVDA", "英伟达", "服务器"),
+    "消费品牌": ("白酒", "消费", "茅台", "五粮液", "苹果", "Apple", "品牌"),
+    "金融地产": ("银行", "保险", "券商", "地产", "房地产"),
+    "新能源": ("新能源", "电池", "光伏", "储能", "汽车", "特斯拉", "Tesla"),
+}
+
 
 def _daily_watchlist_items(watchlist: dict[str, list[str]] | None, key: str) -> list[str]:
     if not watchlist:
@@ -111,10 +118,8 @@ def run_daily_report(
         core.run_a_share(date_str, include_news=include_news and not quick)
 
     print("## 四、投资建议\n")
-    print("- 先看交易日与数据源日期是否一致；若出现最新可用数据提示，不把旧行情当成当日信号。")
-    print("- 个股/基金优先结合持仓成本、仓位上限和新闻催化验证，不因单日涨跌直接追涨杀跌。")
-    print("- 市场情绪偏弱或资金流口径降级时，降低加仓冲动；情绪修复时再观察量能和领涨方向持续性。")
-    print("- 基金估值是盘中/收盘估算，正式净值以基金公司晚间披露为准。")
+    for note in _buffett_advice(core, watchlist, date_str, include_news=include_news and not quick):
+        print(f"- {note}")
     print()
 
     if core.DIAGNOSTICS:
@@ -141,7 +146,7 @@ def print_daily_summary(
         print("热点/资金: " + _flow_summary(core, date_str))
     if include_news and _include_only("news", only):
         print("新闻: 摘要模式不展开长新闻；需要详情可用 --format full")
-    print("风险: 基金持仓按季报披露估算，若距今较久，可能已调仓；避免因单日涨跌追涨杀跌。")
+    print("风险: " + _buffett_summary_risk(core, watchlist, date_str, include_news=include_news))
 
 
 def print_daily_key_points(
@@ -155,7 +160,8 @@ def print_daily_key_points(
     print()
     print("关键要点:")
     print(f"- 趋势: {_trend_hint(core, watchlist, date_str)}")
-    print("- 风控: 若关注标的集中在同一主题，优先控制单一方向仓位。")
+    for note in _buffett_key_points(core, watchlist, date_str, include_news=include_news):
+        print(f"- 风控: {note}")
     print("- 操作: 使用 young diagnose 排查数据源；使用 --format full 查看完整复盘。")
 
 
@@ -252,6 +258,177 @@ def _trend_hint(core: Any, watchlist: dict[str, list[str]] | None, date_str: str
     return "关注标的分化或震荡，等待更明确方向。"
 
 
+def _buffett_advice(
+    core: Any,
+    watchlist: dict[str, list[str]] | None,
+    date_str: str,
+    include_news: bool = True,
+) -> list[str]:
+    context = _buffett_context(core, watchlist, date_str, include_news=include_news)
+    notes = _buffett_key_points_from_context(core, context)
+    if not notes:
+        return ["先设置关注股票/基金后再生成个性化建议；没有标的时只适合做市场复盘，不适合给仓位动作。"]
+    return notes[:6]
+
+
+def _buffett_summary_risk(
+    core: Any,
+    watchlist: dict[str, list[str]] | None,
+    date_str: str,
+    include_news: bool = True,
+) -> str:
+    context = _buffett_context(core, watchlist, date_str, include_news=include_news)
+    notes = _buffett_key_points_from_context(core, context)
+    if notes:
+        return notes[0]
+    funds = _daily_watchlist_items(watchlist, "funds")
+    if funds:
+        return f"{'、'.join(funds[:3])} 仅能看到净值/估值变化，先核对季报持仓时效，再决定是否调整仓位。"
+    return "暂无关注标的，先设置投资记忆后再做能力圈、安全边际和主题集中度检查。"
+
+
+def _buffett_key_points(
+    core: Any,
+    watchlist: dict[str, list[str]] | None,
+    date_str: str,
+    include_news: bool = True,
+) -> list[str]:
+    context = _buffett_context(core, watchlist, date_str, include_news=include_news)
+    notes = _buffett_key_points_from_context(core, context)
+    return notes[:3] or ["暂无关注标的，先设置投资记忆后再输出个性化风险。"]
+
+
+def _buffett_context(
+    core: Any,
+    watchlist: dict[str, list[str]] | None,
+    date_str: str,
+    include_news: bool = True,
+) -> dict[str, Any]:
+    quotes = []
+    news_titles: dict[str, list[str]] = {}
+    for symbol in _daily_watchlist_items(watchlist, "stocks")[:8]:
+        try:
+            qd = core.get_single_stock_quote(symbol, date_str)
+        except ValueError:
+            qd = None
+        if qd:
+            quotes.append(qd)
+            if include_news:
+                keyword = qd.name if qd.market in ("cn_market", "hk_market") and qd.name else qd.symbol
+                lang = "zh-CN" if qd.market in ("cn_market", "hk_market") else "en"
+                news = core.combined_news_search(
+                    keyword,
+                    size=2,
+                    lang=lang,
+                    aliases=core._news_aliases(qd.symbol, qd.name),
+                    date_str=date_str,
+                )
+                items = news.get("data", []) if "_error" not in news else []
+                news_titles[qd.symbol] = [
+                    core._clean_news_title(str(item.get("title") or ""))
+                    for item in items
+                    if item.get("title")
+                ][:2]
+
+    funds = []
+    for code in _daily_watchlist_items(watchlist, "funds")[:6]:
+        data = core.fetch_fund_estimate(code, date_str)
+        if "_error" not in data:
+            funds.append(data)
+        else:
+            funds.append({"fundcode": code, "_error": data.get("_error")})
+    return {"quotes": quotes, "funds": funds, "news_titles": news_titles}
+
+
+def _buffett_key_points_from_context(core: Any, context: dict[str, Any]) -> list[str]:
+    quotes = context.get("quotes", [])
+    funds = context.get("funds", [])
+    news_titles = context.get("news_titles", {})
+    notes: list[str] = []
+
+    leaders = sorted(
+        [q for q in quotes if q.change_pct is not None],
+        key=lambda q: abs(q.change_pct or 0),
+        reverse=True,
+    )
+    if leaders:
+        qd = leaders[0]
+        name = qd.name or qd.symbol
+        headlines = news_titles.get(qd.symbol, [])
+        news_hint = f"；新闻线索：{headlines[0]}" if headlines else ""
+        if (qd.change_pct or 0) >= 3:
+            notes.append(
+                f"{name}({qd.symbol}) 今日 {core.fmt_pct(qd.change_pct)}，先用安全边际检查估值和盈利质量，不能把上涨直接当成内在价值提升{news_hint}。"
+            )
+        elif (qd.change_pct or 0) <= -3:
+            notes.append(
+                f"{name}({qd.symbol}) 今日 {core.fmt_pct(qd.change_pct)}，按 Buffett 框架区分价格波动和护城河受损；若新闻指向监管、需求或现金流恶化，再考虑降级{news_hint}。"
+            )
+        else:
+            notes.append(
+                f"{name}({qd.symbol}) 波动最大但仅 {core.fmt_pct(qd.change_pct)}，更适合观察业务质量与估值位置，不必因日内报价改变长期判断。"
+            )
+
+    themes = _theme_exposure(quotes, news_titles)
+    if themes:
+        top_theme, names = max(themes.items(), key=lambda item: len(item[1]))
+        if len(names) >= 2:
+            notes.append(
+                f"主题集中度偏高：{top_theme} 覆盖 {', '.join(names[:4])}；需要确认这些标的是可理解的能力圈和可持续护城河，而不是同一条景气线的重复押注。"
+            )
+        else:
+            notes.append(
+                f"能力圈检查：{names[0]} 暂归入 {top_theme}，后续建议补 PE/PB/ROE、自由现金流和竞争优势证据，再谈加仓。"
+            )
+
+    strong_funds = []
+    weak_funds = []
+    for fund in funds:
+        code = str(fund.get("fundcode") or fund.get("code") or "")
+        pct = _to_float(fund.get("estimate_change_pct"))
+        if pct is not None and pct >= 2:
+            strong_funds.append(f"{code}{core.fmt_pct(pct)}")
+        elif pct is not None and pct <= -2:
+            weak_funds.append(f"{code}{core.fmt_pct(pct)}")
+    if strong_funds:
+        notes.append(
+            f"基金 {', '.join(strong_funds[:3])} 估值偏强，但基金持仓来自季报且可能已调仓；把它当净值线索，不把估算涨幅当买入理由。"
+        )
+    elif weak_funds:
+        notes.append(
+            f"基金 {', '.join(weak_funds[:3])} 估值偏弱，先查重仓行业是否发生长期逻辑变化；若只是市场先生报价波动，仓位动作应服从原先配置上限。"
+        )
+    elif funds:
+        codes = [str(fund.get("fundcode") or fund.get("code") or "") for fund in funds if fund.get("fundcode") or fund.get("code")]
+        notes.append(
+            f"基金 {', '.join(codes[:3])} 暂无极端估值波动；重点看持仓时效、基金经理风格漂移和与已关注个股的重合度。"
+        )
+
+    if quotes and not any("安全边际" in note for note in notes):
+        names = "、".join((q.name or q.symbol) for q in quotes[:3])
+        notes.append(f"{names} 的下一步不是追涨杀跌，而是补一张估值表：合理买入价、可承受回撤、退出条件和机会成本。")
+
+    return notes
+
+
+def _theme_exposure(quotes: list[Any], news_titles: dict[str, list[str]]) -> dict[str, list[str]]:
+    exposure: dict[str, list[str]] = {}
+    for qd in quotes:
+        blob = " ".join([qd.symbol or "", qd.name or "", *news_titles.get(qd.symbol, [])])
+        for theme, keywords in THEME_KEYWORDS.items():
+            if any(keyword.lower() in blob.lower() for keyword in keywords):
+                exposure.setdefault(theme, []).append(qd.name or qd.symbol)
+                break
+    return exposure
+
+
+def _to_float(value: Any) -> float | None:
+    try:
+        return float(str(value).replace("%", "").replace(",", ""))
+    except (TypeError, ValueError):
+        return None
+
+
 def _section_order(order: str | None) -> list[str]:
     if not order:
         return ["watchlist", "global", "a"]

tests/test_calendar_profile_health.py

@@ -7,6 +7,7 @@
     add_group_item,
     add_profile_item,
     clear_profile,
+    clear_profile_kind,
     load_profile,
     profile_path,
     remove_profile_item,
@@ -41,6 +42,22 @@ def test_profile_read_write_uses_env_override(monkeypatch, tmp_path):
         "groups": {"稳健型": {"stocks": [], "funds": ["021528"]}},
     }
 
+    add_profile_item("stocks", "600000")
+    add_group_item("稳健型", "600000")
+    clear_profile_kind("stocks")
+    assert load_profile() == {
+        "stocks": [],
+        "funds": ["161725"],
+        "groups": {"稳健型": {"stocks": [], "funds": ["021528"]}},
+    }
+
+    clear_profile_kind("funds")
+    assert load_profile() == {
+        "stocks": [],
+        "funds": [],
+        "groups": {"稳健型": {"stocks": [], "funds": []}},
+    }
+
     clear_profile()
     assert load_profile() == {"stocks": [], "funds": [], "groups": {}}