OpenBB 金融终端 (openbb-terminal)
获取全球股票、加密货币、外汇、大宗商品等多市场实时行情与历史数据,提供技术指标计算、宏观经济数据追踪与资产比率分析功能。
Pipeline
data_collection -> data_storage -> factor_computation -> target_selection -> trading_execution -> visualization
Top Use Cases (19 total)
Momentum Trading Strategy Backtesting (UC-101)
Tests a dual moving average crossover strategy to identify optimal buy/sell signals for multiple stocks based on short-term vs long-term momentum
Triggers: momentum trading, moving average crossover, backtesting
Ethereum Trend Analysis (UC-102)
Analyzes Ethereum price trends using technical indicators (moving averages, volatility) to identify patterns and trading opportunities in crypto marke
Triggers: Ethereum analysis, crypto trend, moving averages
Copper to Gold Ratio Analysis (UC-103)
Tracks the copper/gold ratio over time and correlates it with US Treasury yields to identify economic cycle indicators
Triggers: commodity ratio, copper gold ratio, treasury yields
For all 19 use cases, see references/USE_CASES.md.
Execute trigger: When user intent matches intent_router.uc_entries[].positive_terms AND user uses action verb (run/execute/跑/执行/backtest/fetch/collect)
What I'll Ask You
- Target market: A-share (default), HK, or crypto? (US stocks in ZVT are half-baked — stockus_nasdaq_AAPL exists but coverage is thin)
- Data source / provider: eastmoney (free, no account), joinquant (account+paid), baostock (free, good history), akshare, or qmt (broker)?
- Strategy type: MACD golden-cross, MA crossover, volume breakout, fundamental screen, or custom factor?
- Time range: start_timestamp and end_timestamp for backtest period
- Target entity IDs: specific stocks (stock_sh_600000) or index components (SZ1000)?
Semantic Locks (Fatal)
| ID | Rule | On Violation |
|---|
SL-01 | Execute sell orders before buy orders in every trading cycle | halt |
SL-02 | Trading signals MUST use next-bar execution (no look-ahead) | halt |
SL-03 | Entity IDs MUST follow format entity_type_exchange_code | halt |
SL-04 | DataFrame index MUST be MultiIndex (entity_id, timestamp) | halt |
SL-05 | TradingSignal MUST have EXACTLY ONE of: position_pct, order_money, order_amount | halt |
SL-06 | filter_result column semantics: True=BUY, False=SELL, None/NaN=NO ACTION | halt |
SL-07 | Transformer MUST run BEFORE Accumulator in factor pipeline | halt |
SL-08 | MACD parameters locked: fast=12, slow=26, signal=9 | halt |
Full lock definitions: references/LOCKS.md
Top Anti-Patterns (14 total)
AP-DATA-SOURCING-001: Missing or invalid User-Agent headers for SEC API requests
AP-DATA-SOURCING-002: Ignoring external API rate limits causing IP blocking
AP-DATA-SOURCING-003: No HTTP timeout configuration causing indefinite hangs
All 14 anti-patterns: references/ANTI_PATTERNS.md
Evidence Quality Notice
[QUALITY NOTICE] This crystal was compiled from blueprint finance-bp-097. Evidence verify ratio = 32.0% and audit fail total = 65. Generated results may have uncaptured requirement gaps. Verify critical decisions against source files (LATEST.yaml / LATEST.jsonl).
Reference Files
Compiled by Doramagic crystal-compilation-v6.1 from finance-bp-097 blueprint at 2026-04-22T13:00:43.142714+00:00.
See human_summary.md for non-technical overview.