Daily Review Dashboard

Manage Steven's daily subjective review dashboard by reading, updating, and displaying daily reviews, issue tracking, sentiment tags, and next plans in revie...

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...\n2. 艾罗能源...\n3. 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.html

Adding a New Daily Review

1. Write raw text to review_egg/今日复盘-YYYY-MM-DD.md
2. Append structured entry to review_egg/review_index.jsonl
3. Append summary row to review_egg/review_summary.csv
4. Update review_egg/dashboard_data/summary.json (issues_summary, daily_returns, totals)
5. Update review_egg/dashboard_data/issues_tracker.json if new issues
6. Update review_egg/dashboard/index.html DATA object:
   • Add to reviews[] array
   • Add to daily_returns[]
   • Update totals (total_reviews, avg_daily_return, etc.)
7. Run open review_egg/dashboard/index.html

Dashboard Sections

The dashboard has these sections (in order):

1. 总览卡片（复盘次数、收益率、问题统计、连胜）
2. 📈 每日收益率柱状图
3. ⚠️ 问题出现统计
4. 💼 持股状况（from holdings[]）
5. 📄 复盘原文（from original_text）
6. 📋 复盘历史（structured summary cards）

Key Rules

• 原文 stored in original_text field — 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