Daily Review Dashboard

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name: daily-review-dashboard description: Manage Steven's daily subjective review (复盘) dashboard. Triggers on: (1) "复盘看板", "每日复盘", "主观复盘", (2) Steven submitting daily review content, (3) reviewing trading issues, mistakes, or emotions, (4) updating sentiment tags, problem tracking, or next-day plans. Reads and writes to the review system under review_egg/.

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Daily Review Dashboard

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