From b1ff8db5b0235c7149849d4eabd82903229b7465 Mon Sep 17 00:00:00 2001 From: lch262 Date: Fri, 21 Aug 2026 21:20:53 +0800 Subject: [PATCH 1/3] feat: add ARK and H&H investor profiles --- README.md | 7 +- web/app/data/ark-portfolio.json | 2187 ++++++++++++++++++++++++++++++ web/app/data/hh-portfolio.json | 240 ++++ web/app/globals.css | 13 + web/app/lib/managers.ts | 13 + web/app/lib/portfolio-data.ts | 15 + web/app/manager/[slug]/page.tsx | 1 + web/app/managers/page.tsx | 2 +- web/tests/rendered-html.test.mjs | 4 + 9 files changed, 2478 insertions(+), 4 deletions(-) create mode 100644 web/app/data/ark-portfolio.json create mode 100644 web/app/data/hh-portfolio.json diff --git a/README.md b/README.md index d4f9e11..4a38107 100644 --- a/README.md +++ b/README.md @@ -3,8 +3,8 @@ > [在线试用 FolioPulse](https://folio-pulse-dashboard.lch262.chatgpt.site/) · [提交问题或建议](https://github.com/lch262/folio-pulse/issues/new/choose) · [参与产品讨论](https://github.com/lch262/folio-pulse/discussions) FolioPulse 是一个 SEC 13F 数据引擎与可视化仪表盘。它从 SEC EDGAR 读取机构最近两份 -**原始** `13F-HR`，生成标准化持仓、季度变化和可浏览的投资人档案。目前已接入伯克希尔 -与 Scion 的真实公开快照。 +**原始** `13F-HR`，生成标准化持仓、季度变化和可浏览的投资人档案。目前已接入伯克希尔、 +Scion、ARK Invest（木头姐）与 H&H International（段永平相关）的真实公开快照。 `13F-HR/A` 修订申报会被忽略，避免把修订文件误当成新的季度。 @@ -12,7 +12,7 @@ FolioPulse 是一个 SEC 13F 数据引擎与可视化仪表盘。它从 SEC EDGA 无需安装即可打开[在线仪表盘](https://folio-pulse-dashboard.lch262.chatgpt.site/)。建议重点体验： -- 从投资人中心切换伯克希尔与 Scion，核对报告期和提交日期； +- 从投资人中心切换伯克希尔、Scion、ARK 与 H&H，核对报告期和提交日期； - 搜索持仓，并按新建、增持、减持和清仓筛选季度动作； - 打开单项持仓详情，检查跳转、移动端显示和数据解释是否清楚； - 对不准确的数据、难理解的文案或希望增加的机构提出建议。 @@ -184,3 +184,4 @@ npm run dev - [x] 管理员 JSON 导入界面与动态调仓信号 - [x] 多机构档案、按 CIK 隔离读取与 Scion 真实 13F 快照（V0.08） - [x] 机构持仓搜索、动作筛选与机构专属单项详情 +- [x] ARK 与 H&H 最新公开 13F 快照、独立档案与数据边界说明（V0.09） diff --git a/web/app/data/ark-portfolio.json b/web/app/data/ark-portfolio.json new file mode 100644 index 0000000..201f7a8 --- /dev/null +++ b/web/app/data/ark-portfolio.json @@ -0,0 +1,2187 @@ +{ + "manager": "ARK Investment Management LLC", + 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"PLTR", + "sector": "未分类", + "value": 0.0070002, + "weight": 0.036649, + "shares": 60000, + "shareChange": 0, + "changePercent": 0.0, + "changeType": "UNCHANGED" + }, + { + "issuer": "SYNOPSYS INC", + "ticker": "SNPS", + "sector": "未分类", + "value": 0.0044607, + "weight": 0.023354, + "shares": 10000, + "shareChange": 0, + "changePercent": 0.0, + "changeType": "UNCHANGED" + }, + { + "issuer": "SNOWFLAKE INC", + "ticker": "SNOW", + "sector": "未分类", + "value": 0.002545, + "weight": 0.013324, + "shares": 10000, + "shareChange": 0, + "changePercent": 0.0, + "changeType": "UNCHANGED" + }, + { + "issuer": "TEMPUS AI INC", + "ticker": "TEM", + "sector": "未分类", + "value": 0.0011586, + "weight": 0.006066, + "shares": 20000, + "shareChange": 0, + "changePercent": 0.0, + "changeType": "UNCHANGED" + }, + { + "issuer": "INNODATA INC", + "ticker": "INOD", + "sector": "未分类", + "value": 0.0007558, + "weight": 0.003957, + "shares": 10000, + "shareChange": 0, + "changePercent": 0.0, + "changeType": "UNCHANGED" + }, + { + "issuer": "CROWDSTRIKE HLDGS INC", + "ticker": "CRWD", + "sector": "未分类", + "value": 0.0, + "weight": 0.0, + "shares": 0, + "shareChange": -10000, + "changePercent": null, + "changeType": "EXIT" + }, + { + "issuer": "TAIWAN SEMICONDUCTOR MANUFAC", + "ticker": "TSM", + "sector": "未分类", + "value": 0.0, + "weight": 0.0, + "shares": 0, + "shareChange": -151200, + "changePercent": null, + "changeType": "EXIT" + } + ] +} diff --git a/web/app/globals.css b/web/app/globals.css index eee95ba..1ead619 100644 --- a/web/app/globals.css +++ b/web/app/globals.css @@ -316,6 +316,19 @@ footer { max-width:1360px; margin:auto; padding:25px clamp(24px,5vw,80px) 38px; .manager-live-metrics { grid-template-columns:repeat(2,1fr); }.manager-live-grid,.manager-queued-content { grid-template-columns:1fr; }.manager-portfolio-toolbar { align-items:stretch; flex-direction:column; }.manager-portfolio-list>a { grid-template-columns:60px minmax(150px,1fr) 75px 40px; }.manager-portfolio-list>a>span:nth-of-type(2) { display:none; } .manager-more>div:last-child { grid-template-columns:1fr 1fr; } } + +.manager-disclosure { + max-width:780px; + margin:18px 0 0 117px; + padding:14px 16px; + border-left:3px solid var(--gold); + background:rgba(181,139,65,.08); + color:#5d655f; + font-size:12px; + line-height:1.7; +} +.manager-disclosure strong { margin-right:10px; color:var(--forest); font-size:10px; letter-spacing:.12em; text-transform:uppercase; } +@media (max-width: 700px) { .manager-disclosure { margin-left:0; } } @media (max-width:580px) { .site-header { height:66px; } .watch-button { padding:8px 12px; font-size:12px; } diff --git a/web/app/lib/managers.ts b/web/app/lib/managers.ts index 71c52aa..5717713 100644 --- a/web/app/lib/managers.ts +++ b/web/app/lib/managers.ts @@ -10,6 +10,7 @@ export type ManagerProfile = { tags: string[]; status: ManagerStatus; coverage: string; + disclosure?: string; }; export const managerProfiles: ManagerProfile[] = [ @@ -18,6 +19,18 @@ export const managerProfiles: ManagerProfile[] = [ vehicle: "长期价值投资", description: "以长期持有、高质量企业和集中组合著称。当前已接入最新 SEC 13F 持仓快照。", tags: ["价值", "集中持仓", "长期"], status: "live", coverage: "持仓与季度变化已接入", }, + { + slug: "ark", initials: "ARK", name: "ARK Investment Management", nameZh: "ARK Invest（木头姐）", + vehicle: "颠覆式创新与成长", description: "由 Cathie Wood（木头姐）创立，以颠覆式创新主题和高频主动调仓著称。当前已接入 ARK 最新公开 SEC 13F。", + tags: ["创新成长", "科技", "主动交易"], status: "live", coverage: "ARK 公开申报持仓与季度变化已接入", + disclosure: "本页展示季度 SEC 13F 机构申报，不是实时交易记录；SPACEX 是私有证券的页面显示标识，并非交易所股票代码。", + }, + { + slug: "hh-international", initials: "H&H", name: "H&H International Investment", nameZh: "H&H International（段永平相关）", + vehicle: "长期价值与集中持仓", description: "公开数据来自 H&H International Investment 的 SEC 13F；该主体常被用于观察段永平相关的美股配置。", + tags: ["价值", "集中持仓", "中概股"], status: "live", coverage: "H&H 公开申报主体持仓与季度变化已接入", + disclosure: "本页展示 H&H International Investment 的机构申报，不代表段永平个人全部资产、其他账户或实时持仓。", + }, { slug: "bridgewater", initials: "BW", name: "Bridgewater Associates", nameZh: "桥水基金", vehicle: "全球宏观", description: "从跨资产和宏观周期视角观察机构配置，适合与价值型组合进行对照。", diff --git a/web/app/lib/portfolio-data.ts b/web/app/lib/portfolio-data.ts index b410d7c..af04a04 100644 --- a/web/app/lib/portfolio-data.ts +++ b/web/app/lib/portfolio-data.ts @@ -1,3 +1,6 @@ +import arkSnapshotData from "../data/ark-portfolio.json"; +import hhSnapshotData from "../data/hh-portfolio.json"; + export type ChangeType = "NEW" | "ADDED" | "REDUCED" | "EXIT" | "UNCHANGED"; export type Position = { @@ -108,9 +111,21 @@ export const scionPortfolioSnapshot: PortfolioSnapshot = { ], }; +export const arkPortfolioSnapshot: PortfolioSnapshot = { + ...(arkSnapshotData as unknown as PortfolioSnapshot), + managerShort: "ARK Invest（木头姐）", +}; + +export const hhPortfolioSnapshot: PortfolioSnapshot = { + ...(hhSnapshotData as unknown as PortfolioSnapshot), + managerShort: "H&H International（段永平相关）", +}; + export const portfolioSnapshotsByManager: Record = { berkshire: portfolioSnapshot, scion: scionPortfolioSnapshot, + ark: arkPortfolioSnapshot, + "hh-international": hhPortfolioSnapshot, }; export function getPortfolioSnapshotForManager(slug: string) { diff --git a/web/app/manager/[slug]/page.tsx b/web/app/manager/[slug]/page.tsx index d582f1f..8093220 100644 --- a/web/app/manager/[slug]/page.tsx +++ b/web/app/manager/[slug]/page.tsx @@ -39,6 +39,7 @@ export default async function ManagerPage({ params }: PageProps) {
投资人中心/{manager.nameZh}
{manager.initials}
{isLive ? "真实数据已接入" : "数据接入中"}

{manager.vehicle}

{manager.nameZh}

{manager.name}

{manager.description}

+ {manager.disclosure ?

数据边界{manager.disclosure}

: null}
{manager.tags.map((tag) => {tag})}
diff --git a/web/app/managers/page.tsx b/web/app/managers/page.tsx index 05084d0..de7c72e 100644 --- a/web/app/managers/page.tsx +++ b/web/app/managers/page.tsx @@ -11,7 +11,7 @@ export const metadata: Metadata = { title, description, openGraph: { title, desc export default function ManagersPage() { return
返回概览} /> -
Investor network

机构档案库

投资人中心

从单一组合走向机构网络。搜索策略、关注投资人，并查看每个数据源的接入状态。

+
Investor network

机构档案库

投资人中心

从单一组合走向机构网络。搜索策略、关注投资人，并查看每个数据源的接入状态。

FolioPulse · 投资人档案网络关注状态仅保存在当前设备
; diff --git a/web/tests/rendered-html.test.mjs b/web/tests/rendered-html.test.mjs index bb4cb74..0efe25f 100644 --- a/web/tests/rendered-html.test.mjs +++ b/web/tests/rendered-html.test.mjs @@ -49,6 +49,8 @@ for (const [path, heading, description] of [ for (const [path, title, description, visibleCopy] of [ ["/manager/berkshire", "伯克希尔·哈撒韦｜FolioPulse", "Berkshire Hathaway：以长期持有、高质量企业和集中组合著称。当前已接入最新 SEC 13F 持仓快照。", "前五大持仓"], ["/manager/scion", "Scion 资产管理｜FolioPulse", "Scion Asset Management：关注逆向机会、估值错配和高确信度仓位。当前已接入其最新公开 SEC 13F，并明确标注期权方向。", "PLTR PUT"], + ["/manager/ark", "ARK Invest（木头姐）｜FolioPulse", "ARK Investment Management：由 Cathie Wood（木头姐）创立，以颠覆式创新主题和高频主动调仓著称。当前已接入 ARK 最新公开 SEC 13F。", "TSLA"], + ["/manager/hh-international", "H&H International（段永平相关）｜FolioPulse", "H&H International Investment：公开数据来自 H&H International Investment 的 SEC 13F；该主体常被用于观察段永平相关的美股配置。", "不代表段永平个人全部资产"], ["/manager/bridgewater", "桥水基金｜FolioPulse", "Bridgewater Associates：从跨资产和宏观周期视角观察机构配置，适合与价值型组合进行对照。", "原始文件正在排队接入"], ]) { test(`renders ${path} with manager-specific metadata`, async () => { @@ -66,6 +68,8 @@ for (const [path, title, description] of [ ["/holding/AAPL", "AAPL 持仓未变｜FolioPulse", "APPLE INC：2026-03-31 至 2026-06-30 的持仓量、变化量与披露市值。"], ["/holding/GOOGL", "GOOGL 增持｜FolioPulse", "ALPHABET INC：2026-03-31 至 2026-06-30 的持仓量、变化量与披露市值。"], ["/holding/PLTR%20PUT?manager=scion", "PLTR PUT 新建仓｜FolioPulse", "PALANTIR TECHNOLOGIES INC：2025-06-30 至 2025-09-30 的持仓量、变化量与披露市值。"], + ["/holding/TSLA?manager=ark", "TSLA 减持｜FolioPulse", "Tesla Inc：2026-03-31 至 2026-06-30 的持仓量、变化量与披露市值。"], + ["/holding/AAPL?manager=hh-international", "AAPL 减持｜FolioPulse", "APPLE INC：2026-03-31 至 2026-06-30 的持仓量、变化量与披露市值。"], ]) { test(`renders ${path} with record-specific metadata`, async () => { const response = await render(path); From 2ad31c01df0d850c378fee2c23cab490a9488aef Mon Sep 17 00:00:00 2001 From: lch262 Date: Fri, 21 Aug 2026 23:04:28 +0800 Subject: [PATCH 2/3] feat: add four live managers and flat visual system --- README.md | 370 +- web/app/Dashboard.tsx | 459 +- web/app/components/FollowManagerButton.tsx | 53 +- web/app/components/ManagerIcon.tsx | 27 + web/app/components/SiteHeader.tsx | 57 +- web/app/data/appaloosa-portfolio.json | 449 + web/app/data/bridgewater-portfolio.json | 13297 ++++++++++++ web/app/data/duquesne-portfolio.json | 1318 ++ web/app/data/pershing-portfolio.json | 152 + web/app/globals.css | 867 +- web/app/lib/managers.ts | 72 +- web/app/lib/portfolio-data.ts | 260 +- web/app/manager/[slug]/page.tsx | 112 +- web/app/managers/ManagerDirectory.tsx | 120 +- web/app/managers/page.tsx | 35 +- web/package-lock.json | 20766 ++++++++++--------- web/package.json | 1 + web/tests/rendered-html.test.mjs | 161 +- 18 files changed, 26995 insertions(+), 11581 deletions(-) create mode 100644 web/app/components/ManagerIcon.tsx create mode 100644 web/app/data/appaloosa-portfolio.json create mode 100644 web/app/data/bridgewater-portfolio.json create mode 100644 web/app/data/duquesne-portfolio.json create mode 100644 web/app/data/pershing-portfolio.json diff --git a/README.md b/README.md index 4a38107..ddf8173 100644 --- a/README.md +++ b/README.md @@ -1,187 +1,189 @@ -# FolioPulse - -> [在线试用 FolioPulse](https://folio-pulse-dashboard.lch262.chatgpt.site/) · [提交问题或建议](https://github.com/lch262/folio-pulse/issues/new/choose) · [参与产品讨论](https://github.com/lch262/folio-pulse/discussions) - -FolioPulse 是一个 SEC 13F 数据引擎与可视化仪表盘。它从 SEC EDGAR 读取机构最近两份 +# FolioPulse + +> [在线试用 FolioPulse](https://folio-pulse-dashboard.lch262.chatgpt.site/) · [提交问题或建议](https://github.com/lch262/folio-pulse/issues/new/choose) · [参与产品讨论](https://github.com/lch262/folio-pulse/discussions) + +FolioPulse 是一个 SEC 13F 数据引擎与可视化仪表盘。它从 SEC EDGAR 读取机构最近两份 **原始** `13F-HR`，生成标准化持仓、季度变化和可浏览的投资人档案。目前已接入伯克希尔、 -Scion、ARK Invest（木头姐）与 H&H International（段永平相关）的真实公开快照。 - -`13F-HR/A` 修订申报会被忽略，避免把修订文件误当成新的季度。 - -## 公开试用 - -无需安装即可打开[在线仪表盘](https://folio-pulse-dashboard.lch262.chatgpt.site/)。建议重点体验： - -- 从投资人中心切换伯克希尔、Scion、ARK 与 H&H，核对报告期和提交日期； -- 搜索持仓，并按新建、增持、减持和清仓筛选季度动作； -- 打开单项持仓详情，检查跳转、移动端显示和数据解释是否清楚； -- 对不准确的数据、难理解的文案或希望增加的机构提出建议。 - -发现问题请使用[反馈模板](https://github.com/lch262/folio-pulse/issues/new/choose)；想讨论产品方向、机构优先级或界面方案，请前往 [Discussions](https://github.com/lch262/folio-pulse/discussions)。提交反馈时不要粘贴 Token、密码、邮箱验证码或其他敏感信息。 - -## 要求 - -- Python 3.10 或更高版本 -- 不需要 SEC API Key -- 不需要第三方运行时依赖 - -SEC 要求自动请求声明带有联系信息的 `User-Agent`。PowerShell 示例： - -```powershell -$env:FOLIOPULSE_SEC_USER_AGENT = "FolioPulse your-email@example.com" -python -m backend.main 0001067983 -``` - -不填写 CIK 时，默认使用 Berkshire Hathaway： - -```powershell -python -m backend.main -``` - -也可以直接传入 User-Agent，并输出 JSON： - -```powershell -python -m backend.main 0001067983 ` - --user-agent "FolioPulse your-email@example.com" ` - --json -``` - -下载并解析最新一期完整持仓： - -```powershell -python -m backend.main 0001067983 ` - --holdings-output data/berkshire_latest.json -``` - -程序会自动读取 filing 目录，识别根元素为 `informationTable` 的 XML，并把每行 -转换成包含 issuer、CUSIP、可选 FIGI、shares、value 和 voting authority 的 JSON。 - -SEC 从 2023 年 1 月 3 日起把 13F `value` 改为按美元报告；程序会把旧 filing -的千美元数值乘以 1,000，统一输出 `value_usd`。13F Information Table 通常不含 -ticker，因此当前版本不会猜测股票代码，ticker 映射留到后续版本。 - -比较最近两个季度并导出变化： - -```powershell -python -m backend.main 0001067983 ` - --changes-output data/berkshire_changes.json -``` - -变化引擎先按 `CUSIP + Put/Call + SH/PRN` 合并同一证券的拆分行，再根据报告 -数量分类： - -- `NEW`：上一季度没有，本季度出现 -- `ADDED`：本季度数量增加 -- `REDUCED`：本季度数量减少 -- `UNCHANGED`：数量未变 -- `EXIT`：上一季度存在，本季度消失 - -比较使用 shares/principal amount，而不是随股价变化的市值。每条变化同时输出 -previous/current amount、差额、百分比和两期报告市值。 - -生成可直接导入网站的快照： - -```powershell -python -m backend.main 0001067983 ` - --web-snapshot-output data/berkshire_web_snapshot.json ` - --ticker-map data/tickers.json -``` - -`--ticker-map` 是可选的 CUSIP 到 ticker JSON 对象；未提供映射的证券会以 CUSIP -作为显示代码，不会猜测 ticker。快照会计算组合权重、带入五类季度变化，并保留 -已清仓证券，同时写入相邻两个报告期日期。登录 FolioPulse 后点击右上角“导入快照” -即可写入持久化数据库；页面可查看上季持仓、本季持仓、股份变化量并展开单股详情。 - -## 监控新的 13F - -先执行一次检查并建立基线： - -```powershell -python -m backend.filing_watcher 0001067983 --once -``` - -首次运行会显示 `INITIALIZED`，并把最新 accession 写入 -`data/watcher_state.json`，不会把已有 filing 误报成新事件。再次检查时，相同 -accession 显示 `UNCHANGED`；检测到更晚的 filing 时显示 `NEW_FILING`。 - -持续监控，默认每 60 秒检查一次： - -```powershell -python -m backend.filing_watcher 0001067983 -``` - -可用 `Ctrl+C` 安全停止。也可以通过 `--interval 120` 调整轮询秒数，或使用 -`--json` 输出单行 JSON 事件。Watcher 使用同一个 `FOLIOPULSE_SEC_USER_AGENT` -环境变量，并且状态文件已被 `.gitignore` 排除。 - -## 预期输出 - -```text -FolioPulse SEC Tracker - -Fund: BERKSHIRE HATHAWAY INC -CIK: 0001067983 - -Latest 13F-HR -Form: 13F-HR -Report period: ... -Filed: ... -Accession: ... -Primary document: ... -URL: ... - -Previous 13F-HR -... -``` - -## 测试 - -测试全部使用固定的本地样本，不会请求 SEC： - -```powershell -python -m unittest discover -s tests -v -``` - -测试覆盖 CIK 规范化、排除修订申报、历史 submissions 文件、无 13F 结果， -SEC 限流、Information Table 发现、XML 命名空间、可选 FIGI、数值单位转换和 -持仓 JSON 导出，以及重复行聚合、期权分离和五类季度变化。 -Watcher 测试还覆盖首次基线、无变化、新 filing、旧结果保护和损坏状态保护。 - -## 可视化仪表盘 - -`web/` 是面向用户的 FolioPulse 仪表盘，包含组合概览、前五大持仓、季度信号、 -变化筛选、公司搜索与 `/api/portfolio` JSON 接口。页面现在从 D1 持久化数据库 -读取快照；数据库首次使用时写入明确标记的演示数据。登录且获授权的管理员可以 -通过 `POST /api/portfolio` 导入标准化快照，前端会自动读取最新报告期。 - -```powershell -cd web -npm install -npm run dev -``` - -打开 `http://localhost:3000`。生产构建使用 `npm run build`。 - -## 当前范围 - -- [x] 规范化为十位 CIK -- [x] 请求 filer submissions JSON -- [x] 找到最近两份原始 `13F-HR` -- [x] 输出人类可读文本或 JSON -- [x] 离线单元测试 -- [x] 定位并解析 13F Information Table（V0.02） -- [x] 输出标准化持仓 JSON -- [x] 比较季度持仓并分类变化（V0.03） -- [x] 输出季度 changes JSON -- [x] 监控新的原始 13F-HR（V0.04） -- [x] 原子保存 watcher accession 状态 -- [x] 面向用户的响应式持仓仪表盘（V0.05） -- [x] 持仓变化筛选与公司搜索 -- [x] Portfolio JSON 接口 -- [x] D1 持久化基金、申报与持仓数据（V0.06） -- [x] 受账号权限保护的持仓快照导入接口 -- [x] Python SEC 数据到网站快照的转换器（V0.07） -- [x] 管理员 JSON 导入界面与动态调仓信号 -- [x] 多机构档案、按 CIK 隔离读取与 Scion 真实 13F 快照（V0.08） +Scion、ARK Invest（木头姐）、H&H International（段永平相关）、桥水、潘兴广场、 +Appaloosa 与 Duquesne 的真实公开快照。 + +`13F-HR/A` 修订申报会被忽略，避免把修订文件误当成新的季度。 + +## 公开试用 + +无需安装即可打开[在线仪表盘](https://folio-pulse-dashboard.lch262.chatgpt.site/)。建议重点体验： + +- 从投资人中心切换八家机构，核对各自报告期和提交日期； +- 搜索持仓，并按新建、增持、减持和清仓筛选季度动作； +- 打开单项持仓详情，检查跳转、移动端显示和数据解释是否清楚； +- 对不准确的数据、难理解的文案或希望增加的机构提出建议。 + +发现问题请使用[反馈模板](https://github.com/lch262/folio-pulse/issues/new/choose)；想讨论产品方向、机构优先级或界面方案，请前往 [Discussions](https://github.com/lch262/folio-pulse/discussions)。提交反馈时不要粘贴 Token、密码、邮箱验证码或其他敏感信息。 + +## 要求 + +- Python 3.10 或更高版本 +- 不需要 SEC API Key +- 不需要第三方运行时依赖 + +SEC 要求自动请求声明带有联系信息的 `User-Agent`。PowerShell 示例： + +```powershell +$env:FOLIOPULSE_SEC_USER_AGENT = "FolioPulse your-email@example.com" +python -m backend.main 0001067983 +``` + +不填写 CIK 时，默认使用 Berkshire Hathaway： + +```powershell +python -m backend.main +``` + +也可以直接传入 User-Agent，并输出 JSON： + +```powershell +python -m backend.main 0001067983 ` + --user-agent "FolioPulse your-email@example.com" ` + --json +``` + +下载并解析最新一期完整持仓： + +```powershell +python -m backend.main 0001067983 ` + --holdings-output data/berkshire_latest.json +``` + +程序会自动读取 filing 目录，识别根元素为 `informationTable` 的 XML，并把每行 +转换成包含 issuer、CUSIP、可选 FIGI、shares、value 和 voting authority 的 JSON。 + +SEC 从 2023 年 1 月 3 日起把 13F `value` 改为按美元报告；程序会把旧 filing +的千美元数值乘以 1,000，统一输出 `value_usd`。13F Information Table 通常不含 +ticker，因此当前版本不会猜测股票代码，ticker 映射留到后续版本。 + +比较最近两个季度并导出变化： + +```powershell +python -m backend.main 0001067983 ` + --changes-output data/berkshire_changes.json +``` + +变化引擎先按 `CUSIP + Put/Call + SH/PRN` 合并同一证券的拆分行，再根据报告 +数量分类： + +- `NEW`：上一季度没有，本季度出现 +- `ADDED`：本季度数量增加 +- `REDUCED`：本季度数量减少 +- `UNCHANGED`：数量未变 +- `EXIT`：上一季度存在，本季度消失 + +比较使用 shares/principal amount，而不是随股价变化的市值。每条变化同时输出 +previous/current amount、差额、百分比和两期报告市值。 + +生成可直接导入网站的快照： + +```powershell +python -m backend.main 0001067983 ` + --web-snapshot-output data/berkshire_web_snapshot.json ` + --ticker-map data/tickers.json +``` + +`--ticker-map` 是可选的 CUSIP 到 ticker JSON 对象；未提供映射的证券会以 CUSIP +作为显示代码，不会猜测 ticker。快照会计算组合权重、带入五类季度变化，并保留 +已清仓证券，同时写入相邻两个报告期日期。登录 FolioPulse 后点击右上角“导入快照” +即可写入持久化数据库；页面可查看上季持仓、本季持仓、股份变化量并展开单股详情。 + +## 监控新的 13F + +先执行一次检查并建立基线： + +```powershell +python -m backend.filing_watcher 0001067983 --once +``` + +首次运行会显示 `INITIALIZED`，并把最新 accession 写入 +`data/watcher_state.json`，不会把已有 filing 误报成新事件。再次检查时，相同 +accession 显示 `UNCHANGED`；检测到更晚的 filing 时显示 `NEW_FILING`。 + +持续监控，默认每 60 秒检查一次： + +```powershell +python -m backend.filing_watcher 0001067983 +``` + +可用 `Ctrl+C` 安全停止。也可以通过 `--interval 120` 调整轮询秒数，或使用 +`--json` 输出单行 JSON 事件。Watcher 使用同一个 `FOLIOPULSE_SEC_USER_AGENT` +环境变量，并且状态文件已被 `.gitignore` 排除。 + +## 预期输出 + +```text +FolioPulse SEC Tracker + +Fund: BERKSHIRE HATHAWAY INC +CIK: 0001067983 + +Latest 13F-HR +Form: 13F-HR +Report period: ... +Filed: ... +Accession: ... +Primary document: ... +URL: ... + +Previous 13F-HR +... +``` + +## 测试 + +测试全部使用固定的本地样本，不会请求 SEC： + +```powershell +python -m unittest discover -s tests -v +``` + +测试覆盖 CIK 规范化、排除修订申报、历史 submissions 文件、无 13F 结果， +SEC 限流、Information Table 发现、XML 命名空间、可选 FIGI、数值单位转换和 +持仓 JSON 导出，以及重复行聚合、期权分离和五类季度变化。 +Watcher 测试还覆盖首次基线、无变化、新 filing、旧结果保护和损坏状态保护。 + +## 可视化仪表盘 + +`web/` 是面向用户的 FolioPulse 仪表盘，包含组合概览、前五大持仓、季度信号、 +变化筛选、公司搜索与 `/api/portfolio` JSON 接口。页面现在从 D1 持久化数据库 +读取快照；数据库首次使用时写入明确标记的演示数据。登录且获授权的管理员可以 +通过 `POST /api/portfolio` 导入标准化快照，前端会自动读取最新报告期。 + +```powershell +cd web +npm install +npm run dev +``` + +打开 `http://localhost:3000`。生产构建使用 `npm run build`。 + +## 当前范围 + +- [x] 规范化为十位 CIK +- [x] 请求 filer submissions JSON +- [x] 找到最近两份原始 `13F-HR` +- [x] 输出人类可读文本或 JSON +- [x] 离线单元测试 +- [x] 定位并解析 13F Information Table（V0.02） +- [x] 输出标准化持仓 JSON +- [x] 比较季度持仓并分类变化（V0.03） +- [x] 输出季度 changes JSON +- [x] 监控新的原始 13F-HR（V0.04） +- [x] 原子保存 watcher accession 状态 +- [x] 面向用户的响应式持仓仪表盘（V0.05） +- [x] 持仓变化筛选与公司搜索 +- [x] Portfolio JSON 接口 +- [x] D1 持久化基金、申报与持仓数据（V0.06） +- [x] 受账号权限保护的持仓快照导入接口 +- [x] Python SEC 数据到网站快照的转换器（V0.07） +- [x] 管理员 JSON 导入界面与动态调仓信号 +- [x] 多机构档案、按 CIK 隔离读取与 Scion 真实 13F 快照（V0.08） - [x] 机构持仓搜索、动作筛选与机构专属单项详情 - [x] ARK 与 H&H 最新公开 13F 快照、独立档案与数据边界说明（V0.09） +- [x] 八家机构全量接入与 Apple 风格扁平化界面（V0.10） diff --git a/web/app/Dashboard.tsx b/web/app/Dashboard.tsx index 7382f76..57127eb 100644 --- a/web/app/Dashboard.tsx +++ b/web/app/Dashboard.tsx @@ -1,235 +1,228 @@ -"use client"; - +"use client"; + import { Fragment, useEffect, useMemo, useRef, useState, type ChangeEvent } from "react"; +import { ArrowRight, CalendarDays, Search } from "lucide-react"; +import ManagerIcon from "./components/ManagerIcon"; import SiteHeader from "./components/SiteHeader"; -import { managerProfiles } from "./lib/managers"; -import { portfolioSnapshot, type ChangeType, type PortfolioSnapshot } from "./lib/portfolio-data"; - -const filters: Array<{ key: "ALL" | ChangeType; label: string }> = [ - { key: "ALL", label: "全部" }, { key: "NEW", label: "新建仓" }, - { key: "ADDED", label: "增持" }, { key: "REDUCED", label: "减持" }, - { key: "EXIT", label: "清仓" }, -]; - -const changeLabels: Record = { - NEW: "新建仓", ADDED: "增持", REDUCED: "减持", EXIT: "清仓", UNCHANGED: "未变", -}; - -type SortKey = "value" | "weight" | "shares" | "shareChange"; -type SortDirection = "asc" | "desc"; - -function money(value: number) { return value === 0 ? "—" : `$${value.toFixed(2)}B`; } -function compactShares(value: number) { - const abs = Math.abs(value); - if (abs >= 100000000) return `${(value / 100000000).toFixed(2)}亿`; - if (abs >= 10000) return `${(value / 10000).toFixed(1)}万`; - return value.toLocaleString("zh-CN"); -} - -function dateLabel(value: string) { - const [year, month, day] = value.split("-"); - return year && month && day ? `${year}.${month}.${day}` : value; -} - -function previousShares(shares: number, shareChange: number) { - return Math.max(0, shares - shareChange); -} - -function Icon({ name }: { name: "search" | "arrow" | "calendar" }) { - const paths = { - search: <>, - arrow: <>, - calendar: <>, - }; - return ; -} - -export default function Dashboard() { - const [filter, setFilter] = useState<"ALL" | ChangeType>("ALL"); - const [query, setQuery] = useState(""); - const [onlyChanged, setOnlyChanged] = useState(false); - const [sortKey, setSortKey] = useState("value"); - const [sortDirection, setSortDirection] = useState("desc"); - const [density, setDensity] = useState<"comfortable" | "compact">("comfortable"); - const [expandedKey, setExpandedKey] = useState(null); - const [snapshot, setSnapshot] = useState(portfolioSnapshot); - const [storageStatus, setStorageStatus] = useState("正在连接数据层"); - const [importState, setImportState] = useState<"idle" | "uploading" | "success" | "error">("idle"); - const [importMessage, setImportMessage] = useState(""); - const importInput = useRef(null); - - useEffect(() => { - let active = true; - fetch("/api/portfolio") - .then((response) => response.json()) - .then((payload) => { - if (!active || !payload?.data) return; - setSnapshot(payload.data); - setStorageStatus(payload.meta?.status === "persistent" ? "持久化快照" : "演示快照"); - const requestedTicker = new URLSearchParams(window.location.search).get("ticker"); - if (requestedTicker) { - setQuery(requestedTicker); - setExpandedKey(requestedTicker); - } - }) - .catch(() => active && setStorageStatus("演示快照")); - return () => { active = false; }; - }, []); - - const positions = useMemo(() => { - const normalized = query.trim().toLowerCase(); - const direction = sortDirection === "asc" ? 1 : -1; - return snapshot.positions - .filter((item) => - (filter === "ALL" || item.changeType === filter) && - (!onlyChanged || item.changeType !== "UNCHANGED") && - (!normalized || item.ticker.toLowerCase().includes(normalized) || item.issuer.toLowerCase().includes(normalized))) - .sort((left, right) => { - const leftValue = sortKey === "shareChange" ? Math.abs(left.shareChange) : left[sortKey]; - const rightValue = sortKey === "shareChange" ? Math.abs(right.shareChange) : right[sortKey]; - return (leftValue - rightValue) * direction || left.ticker.localeCompare(right.ticker); - }); - }, [filter, onlyChanged, query, snapshot, sortDirection, sortKey]); - - const signals = useMemo( - () => snapshot.positions.filter((item) => item.changeType !== "UNCHANGED").slice(0, 3), - [snapshot], - ); - - function toggleSort(nextKey: SortKey) { - if (sortKey === nextKey) setSortDirection((value) => value === "desc" ? "asc" : "desc"); - else { - setSortKey(nextKey); - setSortDirection("desc"); - } - } - - function clearFilters() { - setFilter("ALL"); - setOnlyChanged(false); - setQuery(""); - } - - async function importSnapshot(event: ChangeEvent) { - const file = event.target.files?.[0]; - event.target.value = ""; - if (!file) return; - if (file.size > 5 * 1024 * 1024) { - setImportState("error"); - setImportMessage("文件超过 5 MB，请确认选择的是网站快照 JSON。 "); - return; - } - setImportState("uploading"); - setImportMessage("正在验证并导入快照…"); - try { - const payload = JSON.parse(await file.text()); - const response = await fetch("/api/portfolio", { - method: "POST", - headers: { "content-type": "application/json" }, - body: JSON.stringify(payload), - }); - const result = await response.json(); - if (!response.ok) throw new Error(result.error || "导入失败。"); - setSnapshot(result.data); - setFilter("ALL"); - setOnlyChanged(false); - setQuery(""); - setExpandedKey(null); - setStorageStatus("已导入快照"); - setImportState("success"); - setImportMessage(`已导入 ${result.data.reportDate} 报告期，共 ${result.data.positionCount} 个持仓。`); - } catch (error) { - setImportState("error"); - setImportMessage(error instanceof Error ? error.message : "无法读取该 JSON 文件。"); - } - } - - return ( -
- - - - } /> - -
-
SEC 13F 追踪 · {storageStatus}
-
-

机构持仓档案

{snapshot.managerShort}

把难读的监管文件，变成一眼看懂的持仓变化。

-
-
最新报告期{snapshot.reportDate}
-
提交日期{snapshot.filedAt}
-
{snapshot.source}CIK {snapshot.cik}
-
-
-
- -
-
Investor network

追踪更多投资人

从伯克希尔开始，把不同投资策略放进同一个机构网络。

打开投资人中心 →
- -
- -
-
-
披露持仓市值${snapshot.totalValue.toFixed(2)}B约 {(snapshot.totalValue * 10).toLocaleString("zh-CN")} 亿美元
-
持仓数量{snapshot.positionCount}本季度披露标的
-
新建 / 增持{snapshot.changes.NEW + snapshot.changes.ADDED}{snapshot.changes.NEW} 笔新建仓 · {snapshot.changes.ADDED} 笔增持
-
减持 / 清仓{snapshot.changes.REDUCED + snapshot.changes.EXIT}{snapshot.changes.REDUCED} 笔减持 · {snapshot.changes.EXIT} 笔清仓
-
- -
- - -
- 本季信号

资金动作速览

-
{signals.map((item, index) => { - const signalClass = item.changeType === "NEW" ? "new" : item.changeType === "ADDED" ? "up" : "down"; - const signalMark = item.changeType === "NEW" ? "N" : item.changeType === "ADDED" ? "↗" : "↘"; - const detail = item.changePercent === null ? money(item.value) : `${item.changePercent > 0 ? "+" : ""}${item.changePercent.toFixed(2)}%`; - return {signalMark}{changeLabels[item.changeType]} {item.ticker}{item.issuer} · {detail}›; - })}
- 查看完整调仓记录 -
-
- -
-
完整明细

持仓与变化

比较 {dateLabel(snapshot.previousReportDate)} → {dateLabel(snapshot.reportDate)} · 于 {dateLabel(snapshot.filedAt)} 披露

-
-
{filters.map((item) => )}
-
- -
- {(filter !== "ALL" || onlyChanged || query) && } -
-
-
{positions.length} 个结果 · 点击列名排序，点击公司展开完整变化
-
- {positions.map((item, index) => { - const rowKey = `${item.ticker}-${item.changeType}-${index}`; - const oldShares = previousShares(item.shares, item.shareChange); - const expanded = expandedKey === item.ticker; - return - - - - - - {expanded && }; - })} -
公司 / 代码变化与周期
{changeLabels[item.changeType]}{dateLabel(snapshot.previousReportDate)} → {dateLabel(snapshot.reportDate)}{compactShares(item.shares)}上季 {compactShares(oldShares)} 0 ? "gain" : item.shareChange < 0 ? "loss" : ""}`}>{item.shareChange === 0 ? "—" : `${item.shareChange > 0 ? "+" : ""}${compactShares(item.shareChange)}`}{item.changePercent !== null && item.changePercent !== 0 && {item.changePercent > 0 ? "+" : ""}{item.changePercent.toFixed(2)}%}{money(item.value)}{item.weight ? `${item.weight.toFixed(2)}%` : "—"}
-
上季持仓{compactShares(oldShares)}{dateLabel(snapshot.previousReportDate)}
0 ? "gain" : item.shareChange < 0 ? "loss" : ""}`}>{item.shareChange === 0 ? "持仓未变" : `${item.shareChange > 0 ? "+" : ""}${compactShares(item.shareChange)}`}
本季持仓{compactShares(item.shares)}{dateLabel(snapshot.reportDate)}
-
SEC 披露日期{dateLabel(snapshot.filedAt)}
股份变动比例 0 ? "gain" : item.shareChange < 0 ? "loss" : ""}>{item.changePercent === null ? (item.changeType === "NEW" ? "新建仓" : item.changeType === "EXIT" ? "已清仓" : "—") : `${item.changePercent > 0 ? "+" : ""}${item.changePercent.toFixed(2)}%`}
本季组合权重{item.weight ? `${item.weight.toFixed(2)}%` : "—"}
当前披露市值{money(item.value)}
打开 {item.ticker} 独立详情页 →
-
{positions.length === 0 &&
没有符合条件的持仓
}
-
-
- -
数据口径

来自原始文件，不靠二手摘要

FolioPulse 读取 SEC EDGAR 的原始 13F-HR 与信息表，按 CUSIP 聚合后比较相邻季度。13F 最长可滞后 45 天，页面只用于研究，不构成投资建议。

查看完整数据说明 →
- {importMessage &&
{importState === "success" ? "导入完成" : importState === "error" ? "导入未完成" : "正在处理"}{importMessage}
} -
FolioPulse · 让机构持仓更易读v0.7 · 投资人网络已启用
-
- ); -} +import { managerProfiles } from "./lib/managers"; +import { portfolioSnapshot, type ChangeType, type PortfolioSnapshot } from "./lib/portfolio-data"; + +const filters: Array<{ key: "ALL" | ChangeType; label: string }> = [ + { key: "ALL", label: "全部" }, { key: "NEW", label: "新建仓" }, + { key: "ADDED", label: "增持" }, { key: "REDUCED", label: "减持" }, + { key: "EXIT", label: "清仓" }, +]; + +const changeLabels: Record = { + NEW: "新建仓", ADDED: "增持", REDUCED: "减持", EXIT: "清仓", UNCHANGED: "未变", +}; + +type SortKey = "value" | "weight" | "shares" | "shareChange"; +type SortDirection = "asc" | "desc"; + +function money(value: number) { return value === 0 ? "—" : `$${value.toFixed(2)}B`; } +function compactShares(value: number) { + const abs = Math.abs(value); + if (abs >= 100000000) return `${(value / 100000000).toFixed(2)}亿`; + if (abs >= 10000) return `${(value / 10000).toFixed(1)}万`; + return value.toLocaleString("zh-CN"); +} + +function dateLabel(value: string) { + const [year, month, day] = value.split("-"); + return year && month && day ? `${year}.${month}.${day}` : value; +} + +function previousShares(shares: number, shareChange: number) { + return Math.max(0, shares - shareChange); +} + +export default function Dashboard() { + const [filter, setFilter] = useState<"ALL" | ChangeType>("ALL"); + const [query, setQuery] = useState(""); + const [onlyChanged, setOnlyChanged] = useState(false); + const [sortKey, setSortKey] = useState("value"); + const [sortDirection, setSortDirection] = useState("desc"); + const [density, setDensity] = useState<"comfortable" | "compact">("comfortable"); + const [expandedKey, setExpandedKey] = useState(null); + const [snapshot, setSnapshot] = useState(portfolioSnapshot); + const [storageStatus, setStorageStatus] = useState("正在连接数据层"); + const [importState, setImportState] = useState<"idle" | "uploading" | "success" | "error">("idle"); + const [importMessage, setImportMessage] = useState(""); + const importInput = useRef(null); + + useEffect(() => { + let active = true; + fetch("/api/portfolio") + .then((response) => response.json()) + .then((payload) => { + if (!active || !payload?.data) return; + setSnapshot(payload.data); + setStorageStatus(payload.meta?.status === "persistent" ? "持久化快照" : "演示快照"); + const requestedTicker = new URLSearchParams(window.location.search).get("ticker"); + if (requestedTicker) { + setQuery(requestedTicker); + setExpandedKey(requestedTicker); + } + }) + .catch(() => active && setStorageStatus("演示快照")); + return () => { active = false; }; + }, []); + + const positions = useMemo(() => { + const normalized = query.trim().toLowerCase(); + const direction = sortDirection === "asc" ? 1 : -1; + return snapshot.positions + .filter((item) => + (filter === "ALL" || item.changeType === filter) && + (!onlyChanged || item.changeType !== "UNCHANGED") && + (!normalized || item.ticker.toLowerCase().includes(normalized) || item.issuer.toLowerCase().includes(normalized))) + .sort((left, right) => { + const leftValue = sortKey === "shareChange" ? Math.abs(left.shareChange) : left[sortKey]; + const rightValue = sortKey === "shareChange" ? Math.abs(right.shareChange) : right[sortKey]; + return (leftValue - rightValue) * direction || left.ticker.localeCompare(right.ticker); + }); + }, [filter, onlyChanged, query, snapshot, sortDirection, sortKey]); + + const signals = useMemo( + () => snapshot.positions.filter((item) => item.changeType !== "UNCHANGED").slice(0, 3), + [snapshot], + ); + + function toggleSort(nextKey: SortKey) { + if (sortKey === nextKey) setSortDirection((value) => value === "desc" ? "asc" : "desc"); + else { + setSortKey(nextKey); + setSortDirection("desc"); + } + } + + function clearFilters() { + setFilter("ALL"); + setOnlyChanged(false); + setQuery(""); + } + + async function importSnapshot(event: ChangeEvent) { + const file = event.target.files?.[0]; + event.target.value = ""; + if (!file) return; + if (file.size > 5 * 1024 * 1024) { + setImportState("error"); + setImportMessage("文件超过 5 MB，请确认选择的是网站快照 JSON。 "); + return; + } + setImportState("uploading"); + setImportMessage("正在验证并导入快照…"); + try { + const payload = JSON.parse(await file.text()); + const response = await fetch("/api/portfolio", { + method: "POST", + headers: { "content-type": "application/json" }, + body: JSON.stringify(payload), + }); + const result = await response.json(); + if (!response.ok) throw new Error(result.error || "导入失败。"); + setSnapshot(result.data); + setFilter("ALL"); + setOnlyChanged(false); + setQuery(""); + setExpandedKey(null); + setStorageStatus("已导入快照"); + setImportState("success"); + setImportMessage(`已导入 ${result.data.reportDate} 报告期，共 ${result.data.positionCount} 个持仓。`); + } catch (error) { + setImportState("error"); + setImportMessage(error instanceof Error ? error.message : "无法读取该 JSON 文件。"); + } + } + + return ( +
+ + + + } /> + +
+
SEC 13F 追踪 · {storageStatus}
+
+

机构持仓档案

{snapshot.managerShort}

把难读的监管文件，变成一眼看懂的持仓变化。

+
+
最新报告期{snapshot.reportDate}
+
提交日期{snapshot.filedAt}
+
+
+
+
+ +
+
Investor network

追踪更多投资人

从伯克希尔开始，把不同投资策略放进同一个机构网络。

打开投资人中心 →
+ +
+ +
+
+
披露持仓市值${snapshot.totalValue.toFixed(2)}B约 {(snapshot.totalValue * 10).toLocaleString("zh-CN")} 亿美元
+
持仓数量{snapshot.positionCount}本季度披露标的
+
新建 / 增持{snapshot.changes.NEW + snapshot.changes.ADDED}{snapshot.changes.NEW} 笔新建仓 · {snapshot.changes.ADDED} 笔增持
+
减持 / 清仓{snapshot.changes.REDUCED + snapshot.changes.EXIT}{snapshot.changes.REDUCED} 笔减持 · {snapshot.changes.EXIT} 笔清仓
+
+ +
+ + +
+ 本季信号

资金动作速览

+
{signals.map((item, index) => { + const signalClass = item.changeType === "NEW" ? "new" : item.changeType === "ADDED" ? "up" : "down"; + const signalMark = item.changeType === "NEW" ? "N" : item.changeType === "ADDED" ? "↗" : "↘"; + const detail = item.changePercent === null ? money(item.value) : `${item.changePercent > 0 ? "+" : ""}${item.changePercent.toFixed(2)}%`; + return {signalMark}{changeLabels[item.changeType]} {item.ticker}{item.issuer} · {detail}›; + })}
+ 查看完整调仓记录 +
+
+ +
+
完整明细

持仓与变化

比较 {dateLabel(snapshot.previousReportDate)} → {dateLabel(snapshot.reportDate)} · 于 {dateLabel(snapshot.filedAt)} 披露

+
+
{filters.map((item) => )}
+
+ +
+ {(filter !== "ALL" || onlyChanged || query) && } +
+
+
{positions.length} 个结果 · 点击列名排序，点击公司展开完整变化
+
+ {positions.map((item, index) => { + const rowKey = `${item.ticker}-${item.changeType}-${index}`; + const oldShares = previousShares(item.shares, item.shareChange); + const expanded = expandedKey === item.ticker; + return + + + + + + {expanded && }; + })} +
公司 / 代码变化与周期
{changeLabels[item.changeType]}{dateLabel(snapshot.previousReportDate)} → {dateLabel(snapshot.reportDate)}{compactShares(item.shares)}上季 {compactShares(oldShares)} 0 ? "gain" : item.shareChange < 0 ? "loss" : ""}`}>{item.shareChange === 0 ? "—" : `${item.shareChange > 0 ? "+" : ""}${compactShares(item.shareChange)}`}{item.changePercent !== null && item.changePercent !== 0 && {item.changePercent > 0 ? "+" : ""}{item.changePercent.toFixed(2)}%}{money(item.value)}{item.weight ? `${item.weight.toFixed(2)}%` : "—"}
+
上季持仓{compactShares(oldShares)}{dateLabel(snapshot.previousReportDate)}
0 ? "gain" : item.shareChange < 0 ? "loss" : ""}`}>{item.shareChange === 0 ? "持仓未变" : `${item.shareChange > 0 ? "+" : ""}${compactShares(item.shareChange)}`}
本季持仓{compactShares(item.shares)}{dateLabel(snapshot.reportDate)}
+
SEC 披露日期{dateLabel(snapshot.filedAt)}
股份变动比例 0 ? "gain" : item.shareChange < 0 ? "loss" : ""}>{item.changePercent === null ? (item.changeType === "NEW" ? "新建仓" : item.changeType === "EXIT" ? "已清仓" : "—") : `${item.changePercent > 0 ? "+" : ""}${item.changePercent.toFixed(2)}%`}
本季组合权重{item.weight ? `${item.weight.toFixed(2)}%` : "—"}
当前披露市值{money(item.value)}
打开 {item.ticker} 独立详情页 →
+
{positions.length === 0 &&
没有符合条件的持仓
}
+
+
+ +
数据口径

来自原始文件，不靠二手摘要

FolioPulse 读取 SEC EDGAR 的原始 13F-HR 与信息表，按 CUSIP 聚合后比较相邻季度。13F 最长可滞后 45 天，页面只用于研究，不构成投资建议。

查看完整数据说明 →
+ {importMessage &&
{importState === "success" ? "导入完成" : importState === "error" ? "导入未完成" : "正在处理"}{importMessage}
} +
FolioPulse · 让机构持仓更易读v0.7 · 投资人网络已启用
+
+ ); +} diff --git a/web/app/components/FollowManagerButton.tsx b/web/app/components/FollowManagerButton.tsx index 736e0ad..124e8e4 100644 --- a/web/app/components/FollowManagerButton.tsx +++ b/web/app/components/FollowManagerButton.tsx @@ -1,28 +1,29 @@ -"use client"; - +"use client"; + import { useEffect, useState } from "react"; - -const storageKey = "folio-pulse-followed-managers"; - -function readFollowed() { - try { return new Set(JSON.parse(localStorage.getItem(storageKey) || "[]")); } - catch { return new Set(); } -} - -export default function FollowManagerButton({ slug }: { slug: string }) { - const [followed, setFollowed] = useState(false); - - useEffect(() => { - const timer = window.setTimeout(() => setFollowed(readFollowed().has(slug)), 0); - return () => window.clearTimeout(timer); - }, [slug]); - - function toggle() { - const values = readFollowed(); - if (values.has(slug)) values.delete(slug); else values.add(slug); - localStorage.setItem(storageKey, JSON.stringify([...values])); - setFollowed(values.has(slug)); - } - - return ; +import { Check, Heart } from "lucide-react"; + +const storageKey = "folio-pulse-followed-managers"; + +function readFollowed() { + try { return new Set(JSON.parse(localStorage.getItem(storageKey) || "[]")); } + catch { return new Set(); } +} + +export default function FollowManagerButton({ slug }: { slug: string }) { + const [followed, setFollowed] = useState(false); + + useEffect(() => { + const timer = window.setTimeout(() => setFollowed(readFollowed().has(slug)), 0); + return () => window.clearTimeout(timer); + }, [slug]); + + function toggle() { + const values = readFollowed(); + if (values.has(slug)) values.delete(slug); else values.add(slug); + localStorage.setItem(storageKey, JSON.stringify([...values])); + setFollowed(values.has(slug)); + } + + return ; } diff --git a/web/app/components/ManagerIcon.tsx b/web/app/components/ManagerIcon.tsx new file mode 100644 index 0000000..a0fa248 --- /dev/null +++ b/web/app/components/ManagerIcon.tsx @@ -0,0 +1,27 @@ +import { + Aperture, + Building2, + ChartNoAxesCombined, + Gem, + Landmark, + Orbit, + Sparkles, + Telescope, + type LucideIcon, +} from "lucide-react"; + +const managerIcons: Record = { + berkshire: Landmark, + ark: Sparkles, + "hh-international": Gem, + bridgewater: Orbit, + scion: Aperture, + "pershing-square": Building2, + appaloosa: ChartNoAxesCombined, + duquesne: Telescope, +}; + +export default function ManagerIcon({ slug, size = 22 }: { slug: string; size?: number }) { + const Icon = managerIcons[slug] ?? Building2; + return