Daily Report System¶

Version: v1.5.0 | Last Updated: 2026-03-26

Comprehensive guide to the Trading Assistant's automated daily report system with three-tier analysis levels.

📊 Overview¶

The Daily Report System provides automated market analysis at three detail levels, designed for different use cases and time constraints.

Three Report Levels¶

Level	Read Time	Content	Use Case
Small 📝	10 seconds	Key data + market sentiment	Quick daily brief
Medium 📊	1 minute	Technical analysis + strategies	Daily review
Large 📈	5 minutes	Deep analysis + holdings report	Weekend/monthly summary

🚀 Quick Start¶

Generate Reports Manually¶

cd trading-assistant

# Morning brief (Small)
python3 daily_report.py morning small

# Evening standard (Medium)
python3 daily_report.py evening medium

# Evening deep analysis (Large)
python3 daily_report.py evening large

Automated Schedule (Heartbeat)¶

Add to your HEARTBEAT.md:

## Trading Daily Reports

### Morning Brief (HKT 09:00 = UTC 01:00)
- Time: Daily UTC 01:00-02:00
- Execute:
  ```bash
  cd ~/skills/trading-assistant && python3 daily_report.py morning small
  ```

### Evening Summary (HKT 17:00 = UTC 09:00)
- Time: Daily UTC 09:00-10:00
- Execute:
  ```bash
  cd ~/skills/trading-assistant && python3 daily_report.py evening medium
  ```

### Deep Analysis (HKT 20:00 = UTC 12:00)
- Time: Daily UTC 12:00-13:00
- Execute:
  ```bash
  cd ~/skills/trading-assistant && python3 daily_report.py evening large
  ```

📝 Report Levels Explained¶

Small Report 📝 (10 seconds)¶

Purpose: Quick market snapshot for busy traders

Content: - Market status overview - Key sentiment indicators - Expected volatility - Major support/resistance levels

Best For: - Morning pre-market check - Quick evening review - Mobile notifications

Example Output:

📊 Morning Brief - 2026-03-26

Market Status: OPEN
Sentiment: BULLISH (65%)
Expected Range: +0.5% to +1.2%

Key Levels:
- SPY Resistance: $582.50
- SPY Support: $578.00

Have a great trading day! 🚀

Medium Report 📊 (1 minute)¶

Purpose: Standard daily analysis with actionable insights

Content: - All Small report content - Technical indicator summary (RSI, MACD, BB) - Trading signals for watchlist stocks - Entry/exit recommendations - Risk management notes

Best For: - Daily trading decisions - Portfolio review - Strategy adjustment

Example Output:

📊 Evening Summary - 2026-03-26

Market Performance:
- SPY: +0.85% (Bullish)
- QQQ: +1.23% (Bullish)

Technical Signals:
🟢 AAPL: BUY (RSI: 45, MACD: Bullish)
🟡 NVDA: HOLD (RSI: 68, Near resistance)
🟢 TSLA: STRONG_BUY (Breakout confirmed)

Watchlist Summary:
- 3 Buy signals
- 2 Hold signals
- 0 Sell signals

Key Events Tomorrow:
- Fed speech at 14:00 EST
- Earnings: MSFT (after close)

Large Report 📈 (5 minutes)¶

Purpose: Comprehensive analysis for serious traders

Content: - All Medium report content - Detailed technical analysis (10 indicators) - Holdings performance breakdown - Sector analysis - News sentiment analysis - Risk assessment - Next day/week outlook

Best For: - Weekend deep dive - Monthly portfolio review - Strategy optimization - Learning and research

Example Sections:

📊 Deep Analysis - 2026-03-26

1. Market Overview
   - Major indices performance
   - Volume analysis
   - Breadth indicators

2. Technical Deep Dive
   - RSI analysis across sectors
   - MACD divergence/convergence
   - Bollinger Band positions
   - Moving average alignments

3. Holdings Analysis
   - Individual stock performance
   - Cost basis vs current
   - Unrealized P&L
   - Position sizing review

4. Sector Rotation
   - Strongest sectors
   - Weakest sectors
   - Money flow analysis

5. News Sentiment
   - Positive catalysts
   - Risk factors
   - Earnings surprises

6. Outlook & Strategy
   - Next day expectations
   - Key levels to watch
   - Recommended actions

📁 File Locations¶

Generated Reports¶

trading-assistant/reports/
├── 2026-03-26_morning_small.md
├── 2026-03-26_evening_medium.md
└── 2026-03-26_evening_large.md

Sent Reports¶

trading-assistant/sent/
├── 2026-03-26_morning_small.md
└── 2026-03-26_evening_medium.md

Learning Data¶

trading-assistant/learning/
├── predictions_2026-03.json
└── accuracy_stats.json

🔧 Configuration¶

Environment Variables¶

# API Keys
TWELVE_DATA_API_KEY=your_key
ALPHA_VANTAGE_API_KEY=your_key

# LLM Provider (for analysis generation)
DASHSCOPE_API_KEY=your_key
QWEN_MODEL=qwen3.5-plus

# Notification (Feishu)
FEISHU_APP_ID=your_app_id
FEISHU_APP_SECRET=your_app_secret
FEISHU_WEBHOOK_URL=https://...

# Trading Settings
TRADING_LANG=en  # or zh_CN
DEFAULT_RISK_PROFILE=moderate

Watchlist Configuration¶

Edit watchlist.txt:

# US Stocks
AAPL|Apple Inc.
NVDA|NVIDIA Corporation
TSLA|Tesla Inc.
MSFT|Microsoft Corporation

# A-Shares (if applicable)
600519|贵州茅台
000858|五粮液

# Crypto (if applicable)
BTCUSDT|Bitcoin
ETHUSDT|Ethereum

📊 Learning System¶

Prediction Tracking¶

The system automatically: 1. Saves predictions to learning/predictions_YYYY-MM.json 2. Validates predictions against actual prices 3. Calculates accuracy statistics 4. Generates weekly/monthly reports

Accuracy Reports¶

# Generate 30-day accuracy report
python3 daily_report.py accuracy 30

# Show learning statistics
python3 daily_report.py stats

Continuous Improvement¶

The learning system analyzes: - Signal accuracy (BUY/SELL/HOLD) - Confidence calibration - Best/worst performing stocks - Time-based patterns - Sector performance

🎯 Best Practices¶

Morning Routine (10-15 min)¶

Check Small Report (10 sec)
Quick market status
Key levels to watch
Review Medium Report (1 min)
Trading signals
Entry/exit points
Adjust Watchlist (5-10 min)
Add/remove stocks
Update price targets

Evening Routine (15-30 min)¶

Review Medium Report (1 min)
Day's performance
Signal accuracy
Read Large Report (5 min, optional)
Deep analysis
Holdings review
Plan Tomorrow (5-10 min)
Set alerts
Prepare watchlist

Weekly Review (30-60 min, Weekend)¶

Read Large Reports from the week
Check Accuracy Statistics
Adjust Strategy based on performance
Update Watchlist for next week

⚠️ Troubleshooting¶

Common Issues¶

Issue: Reports not generating

Solution:

# Check API keys
cat .env | grep API_KEY

# Test data connection
python3 -c "from config import get_api_key; print(get_api_key('TWELVE_DATA'))"

# Check logs
tail -f logs/daily_report.log

Issue: Feishu notifications not sending

Solution:

# Test Feishu connection
python3 -c "from feishu_utils import test_webhook; test_webhook()"

# Verify webhook URL
cat .env | grep FEISHU_WEBHOOK

Issue: Slow report generation

Solution:

# Reduce watchlist size
# Enable caching
# Use fewer indicators in config

Getting Started - Installation and setup
Technical Analysis - Indicator details
Position Management - Holdings tracking
Risk Management - Stop-loss and position sizing
API Keys Setup - Getting API credentials

🔗 Resources¶

GitHub: https://github.com/XuXuClassMate/trading-assistant
Issues: https://github.com/XuXuClassMate/trading-assistant/issues
PyPI: https://pypi.org/project/trading-assistant/

Last Updated: 2026-03-26 | Version: v1.5.0

Daily Report System¶

📊 Overview¶

Three Report Levels¶

🚀 Quick Start¶

Generate Reports Manually¶

Automated Schedule (Heartbeat)¶

📝 Report Levels Explained¶

Small Report 📝 (10 seconds)¶

Medium Report 📊 (1 minute)¶

Large Report 📈 (5 minutes)¶

📁 File Locations¶

Generated Reports¶

Sent Reports¶

Learning Data¶

🔧 Configuration¶

Environment Variables¶

Watchlist Configuration¶

📊 Learning System¶

Prediction Tracking¶

Accuracy Reports¶

Continuous Improvement¶

🎯 Best Practices¶

Morning Routine (10-15 min)¶

Evening Routine (15-30 min)¶

Weekly Review (30-60 min, Weekend)¶

⚠️ Troubleshooting¶

Common Issues¶

📚 Related Documentation¶

🔗 Resources¶