PerryLink/dsh-fund-research

📊 dsh-fund-research

• 1024 store channel: npm i -g dsh1024 once, then dsh1024 plugin --profile web add dsh-fund-research (counts toward the deepseek1024.com install ranking).

Deterministic research reports for Chinese public mutual funds, on DeepSeek Harness.

*Every key number in every report traces back to a hashed source snapshot — gaps declared, never invented. Research only; not investment advice.*

English · 简体中文 · Español · Português · हिन्दी

dsh plugin --profile <name> add dsh-fund-research

📖 Ecosystem knowledge base — measured data, not marketing: plugin development guide · plugin-selection data · maintenance criteria.

Install & uninstall

dsh plugin --profile web add dsh-fund-research     # install (npm or tarball)
dsh plugin --profile web remove dsh-fund-research  # uninstall

Restart the profile after installing (bundle activation is restart-based). The shipped profiles compose the storage stack through dsh-base (dsh-storage + dsh-storage-json + dsh-storage-domain); the bundle patch mounts only the plugin row.

⭐ 如果它帮到了你

这个插件是 DSH 插件家族的一员（95 个，全部 Apache-2.0）。如果你在用，给个 star —— 它不会解锁任何功能，但会让下一个人在搜索里更容易找到它。

*English:* part of a 95 plugin family for DeepSeek Harness. If it is useful, a star helps the next person find it — nothing is gated behind it.

What is dsh-fund-research?

Deterministic research reports for Chinese public mutual funds, on DeepSeek Harness.

Every key number in every report traces back to a hashed source snapshot — gaps declared, never invented. Research only; not investment advice.

*Workflow overview: question → sealed sources → report. The examples below use the real command surface.*

Compatibility

Component · Version DeepSeek Harness · dsh-v0.2.1-rc.2 (peer range admits the alpha.2 line: >=0.1.2-rc.1 =0.1.5-alpha.1 =0.1.6-0 =0.1.7-0 =24.0.0 Package manager · pnpm@11.7.0 Platform · Windows / macOS / Linux (host-only plugin) Data sources · Tiantian Fund / Eastmoney public endpoints (no key, no login)

What you get

• `fund_research` tool — one fund code in, a versioned Markdown research report out: overview, performance decomposition, holdings penetration, simplified style attribution, manager profile, risk & gap declarations, disclaimer, and a number-traceability appendix mapping every key figure to its snapshot JSON path and verification verdict. Sealed to fund-reports/{code}/{YYYYMMDD-HHmmss}/ as report.md + manifest.json + snapshot.json. background: true runs it as a fund-report background job.
• `fund_snapshot` tool — a light snapshot card (latest NAV, published stage returns, scale, manager, top-3 holdings) sealed into the fund's day directory.
• Deterministic metrics, zero model arithmetic — period/annualized return, volatility, max drawdown, Sharpe; top-N concentration, HHI, industry distribution, quarter-over-quarter holdings comparison; size-value style bands; manager tenure and peer comparison. All pure functions over the sealed snapshot.
• Traceability as a first-class feature — before sealing, every key number is checked against the sealed snapshot.json through the optional dsh-data-quality service when it is installed, or through the built-in isomorphic fallback checker (builtin-fallback) otherwise. The appendix table records value ↔ path ↔ verdict.
• Honest gaps — a failed or degraded data source produces an explicit data-gap declaration in the affected section. The plugin never fills a gap with an invented number.
• Offline mode — offline: true (config or tool argument) serves everything from the storage-domain snapshot layer or the newest on-disk version snapshot, with zero outbound requests. Ideal for tests and reproduction.
• asOf cutoff — asOfDate (ISO YYYY-MM-DD) truncates the NAV series to data on or before that date and stamps the snapshot + report with the cutoff; invalid or future dates fail loudly.
• Checkpoint resume — /.run-state.json records each pipeline stage (snapshot/report) with timestamps and an input fingerprint; resume: true continues from the first incomplete stage, reusing sealed artifacts, and rejects a fingerprint mismatch.
• Source discovery record — every acquisition seals a code-generated sources-discovery.json (endpoint roster, primary/fallback resolution, per-source coverage and gaps, degradation reasons) and folds it into the report appendix as 数据源与缺口声明.
• Multi-fund fan-out — codes accepts an array of fund codes; each fund runs the pipeline independently with per-fund failure isolation (failures become summary gaps), and the result is a summary card (code / asOf / seal hash / verdicts / failure reason).
• Tracking ledger — every successful seal appends a deterministic line to /.tracking.jsonl; includeComparison: true renders a deterministic 与上次对比 section (NAV range / scale / top holdings) with a gap declaration when no prior record exists.
• Read-only review — after sealing, a fund-review job reviews the sealed artifacts (gap-declaration completeness, traceability-table consistency, disclaimer) and writes review-note.md; it skips gracefully (recorded in run-state) when no jobs service is present.
• Per-source quality signals — every source carries deterministic quality metadata (requested/succeeded/fieldsPresent/parseWarnings/degraded), rendered in the appendix and surfaced in tool values so downstream can downweight (never hard-filter) a low-quality source.
• Walk-forward stability summary — includeWalkForward: true adds a 样本外稳定性摘要 section: deterministic rolling-window return/Sharpe sign persistence and mean/std, explicitly labelled as statistical description only, not a prediction.
• Session audit events (host-dependent) — fund-research/snapshot and fund-research/report log-only events carry the code, version directory, manifest hash, and gap list (model-visible ⟺ logged) *when the host admits out-of-repo event types*; on 0.1.2-alpha.1–0.1.5-alpha.1 hosts the known-type catalog is build-generated in-repo, so the gate appends nothing and the tool results plus sealed artifacts are the audit trail.
• Methodology skill — a bundled fund-research skill teaches the model the metric口径 (definitions), gap handling, and compliance wording. Computation stays in code.

Quick start

dsh plugin --profile web add github:PerryLink/dsh-fund-research

> 用 fund_research 出一份 161725 的研究报告

The agent calls fund_research({ code: "161725" }); a minute later the workspace holds:

fund-reports/161725/20260819-153012/
├── snapshot.json            # raw extracted data + computed metrics + per-source sha256
├── sources-discovery.json   # code-generated endpoint roster + coverage + gaps
├── report.md                # the research report with the traceability appendix
└── manifest.json            # snapshot/report hashes, parameters, verify engine, gaps

.run-state.json sits at the report root and records the pipeline stages for resume: true. Every number in report.md's appendix carries a verified / mismatch / not-found / unverifiable verdict against snapshot.json — recompute any of them from raw.* with the documented口径 to audit the plugin itself.

Examples

These are the plugin's real entry points; install once, then call one.

Detailed example

Command

~~~sh fund_research({ code: "161725", sections: ["overview", "disclaimer"] }) ~~~

Output

~~~text 招商中证白酒指数(LOF)A（161725）研究报告已封存 — 仅供研究参考，不构成投资建议 版本目录 20261019-124928；报告 fund-reports/161725/20261019-124928/report.md manifest fund-reports/161725/20261019-124928/manifest.json（报告 sha256 f74b1446d544…） 数字回溯表核查（builtin-fallback）：verified 5 / mismatch 0 / not-found 0 / unverifiable 0 采集方式：快照复用（offline）；章节：overview、disclaimer ~~~

*Observed from README.md:99-113,149-161; test/tools.spec.ts:150-171; src/tools/research.ts:121-130*

Failure branch

Input

~~~text {"code":"161725","asOfDate":"2024-02-30"} ~~~

Output

~~~text isError=true; error.message=asOfDate must be a real calendar date, got "2024-02-30" ~~~

*Observed from plugins/dsh-fund-research/src/sources/snapshot.ts:167 (parseAsOfDate); plugins/dsh-fund-research/README.md:173 (invalid dates fail loudly); exercised through plugins/dsh-fund-research/test/harness.ts*

Brief examples

• fund_snapshot

Configuration

All keys are optional (defaults shown); invalid values fail loudly at load.

Key · Default · Description enabled · true · Master switch; false mounts nothing at all. promptSection · false · Register the short fund-research role statement in the deployment-wide system prompt. Off by default; true applies it to every session in the profile. eastmoneyBaseUrl · https://fund.eastmoney.com · Tiantian Fund pingzhongdata host. f10BaseUrl · https://fundf10.eastmoney.com · Tiantian Fund F10 host (holdings + manager pages). quoteBaseUrl · https://push2.eastmoney.com · Eastmoney quote host for per-stock valuation snapshots. quoteFallbackBaseUrl · https://push2delay.eastmoney.com · Fallback quote host tried per stock when the primary fails (Eastmoney's own delayed-quote host); '' disables it. requestIntervalMs · 1000 · Minimum gap between outbound requests (polite collection). timeoutMs · 15000 · Per-request timeout. retries · 2 · Retries per request with exponential backoff. cacheTtlHours · 12 · Storage-domain snapshot reuse window. riskFreeRate · 0.02 · Annual risk-free rate for the Sharpe ratio. offline · false · Never send requests; read the snapshot layer only. reportRoot · fund-reports · Workspace-relative (or absolute) report tree root. styleQuotes · true · Fetch per-stock valuation quotes for style attribution.

Tools & surfaces

fund_research

Argument · Type · Description code · string · Six-digit fund code, e.g. "161725" (single fund). Mutually exclusive with codes. codes · string[] · Multiple six-digit fund codes: a fan-out with per-fund failure isolation (returns a summary). Mutually exclusive with code. sections · string[] · Section ids to render (overview/performance/holdings/style/manager/benchmark/risk/disclaimer). Default: all. offline · boolean · Read the snapshot layer only (no network). Default: plugin config. asOfDate · string · ISO 8601 date (YYYY-MM-DD) cutoff: only data on or before it is used (NAV series truncated). Empty = no cutoff; future dates fail loudly. resume · boolean · Resume the recorded .run-state.json run from the first incomplete stage (reuses sealed artifacts); rejects a fingerprint mismatch. Default: false. includeComparison · boolean · Render a deterministic 与上次对比 section against the previous .tracking.jsonl record; missing evidence is declared as a gap. Default: false. includeWalkForward · boolean · Render a deterministic 样本外稳定性摘要 (walk-forward) section: rolling-window return/Sharpe sign persistence and mean/std. Statistical description only, not a prediction. Default: false. background · boolean · Run as a fund-report background job; returns { kind: "background", jobId }. Default: false.

fund_snapshot

Argument · Type · Description code (required) · string · Six-digit fund code. offline · boolean · Read the snapshot layer only. Default: plugin config. asOfDate · string · ISO 8601 date (YYYY-MM-DD) cutoff: only data on or before it is used. Empty = no cutoff; future dates fail loudly.

Report sections

概览 overview · 业绩拆解 performance decomposition · 持仓穿透 holdings penetration · 风格归因 style attribution (simplified) · 经理画像 manager profile · 同类/指数基准对比 benchmark & peer comparison · 风险与缺口声明 risk & gaps · 免责声明 disclaimer · 附录：数字回溯表 traceability appendix.

Permissions & data

• Reads the public Tiantian Fund / Eastmoney endpoints (fund.eastmoney.com/pingzhongdata/*.js, fundf10.eastmoney.com F10 pages, push2.eastmoney.com quotes) with a browser User-Agent and configurable polite pacing. No key, no login, no paid API, no anti-crawler circumvention.
• Writes only under the configured report root inside the session workspace, plus the dsh_fund_research storage domain (latest snapshot per fund).
• Never evaluates remote JavaScript (the pingzhongdata block is scanned, never executed), never stores credentials, never trades.
• Session events are log-only audit records that ride an adaptive gate in src/events.ts: they append only when the host admits an out-of-repo type — its known-type set covers the vocabulary, or its Session.append takes an ignorable envelope. From 0.1.2-alpha.1 on (including 0.1.5-alpha.1) neither holds: KNOWN_SESSION_EVENT_TYPES is a build-generated in-repo catalog that excludes out-of-repo events by construction, and Session.append has no ignorable option, so the gate appends nothing — the tool results and sealed artifacts remain the reconstructable audit trail, and a failed append never changes a tool outcome.
• 0.1.5-alpha.1 (adapted 2026-09-09): re-verified the gate on the new baseline — the catalog still excludes out-of-repo events and Session.append still cannot stamp an ignorable envelope, so audit-gate behavior is unchanged.
• 0.1.5-rc.1 (adapted 2026-09-10): dependency pins move to the published 0.1.5-rc.1 line; no seam change affects this plugin's behavior.
• 0.1.5-rc.2 (adapted 2026-09-11): dependency pins move to the published 0.1.5-rc.2 line; no seam change affects this plugin's behavior.
• The fund-research role statement is opt-in (promptSection: true) and, when enabled, is deployment-wide: it applies to every session in the profile that sees the fund tools, including sessions that never call them.

Security boundaries

• Fund codes are validated as exactly six digits before touching a path or a URL; the report root resolves inside the session workspace.
• Source payloads are hashed (SHA-256) at acquisition; the sealed manifest lets you detect silent upstream edits between runs.
• Verification never blocks a seal: a broken optional dsh-data-quality service degrades to the built-in checker, and the engine used is recorded in the manifest and the appendix.
• See SECURITY.md for the reporting policy.

Known limitations

• Upstream structure drift. The parsers are strict by design: if Tiantian Fund changes a var Data_* shape or an F10 table layout, the affected source throws a SourceParseError naming the field, and the section degrades to a declared gap (the core pingzhongdata block failing aborts the run loudly). This is deliberate — a silent misparse is worse than a declared gap.
• Style attribution is估算口径. Fixed size bands (≥1000亿 / 300–1000亿 / <300亿) and PE bands, plus within-holdings quintiles — no full-market distribution is consulted. The report labels this.
• Holdings are quarterly disclosure data (披露滞后); the F10 page carries the latest two quarters.
• Single-`code` calls are one fund; `codes` is a fan-out over multiple funds. No cross-fund portfolio analysis, no PDF annual reports, no real-time quotes (the fundgz.1234567.com.cn realtime endpoint is dead and deliberately unused).
• The Web UI "deliverables" turn row keys off mutation-tool call cards; this plugin's produced files surface through the tool call card's follow-along location (the fund's report directory), not per-file rows.

Development

pnpm install
pnpm run typecheck && pnpm run typecheck:ci && pnpm run typecheck:checkout   # types, incl. CI-strict
pnpm test                                     # 176 tests over real harness seams
pnpm run test:e2e                              # opt-in LIVE-network E2E (LIVE_E2E=1)
pnpm run build && pnpm run verify:artifacts   # tsdown + tsc declarations
pnpm run verify:self-contained                # no out-of-repo dependency specs
node scripts/check-readme-sync.mjs            # five-language README gate
node scripts/check-endpoints.mjs              # M3 endpoint-liveness probe (4 eastmoney hosts)
pnpm pack                                     # tarball

Tests run the REAL Context/SessionStore/ToolRuntime/LocalJobRegistry/storage seam from the 0.1.7-rc.2 peers; the network is replaced only at the fetch boundary by saved real-response fixtures (fixtures/, fund 161725). Refresh fixtures with the collector scripts in .tmp/.

Topics

dsh · dsh-plugin · deepseek-harness · cordis · fund-research · mutual-fund · investment-research · finance · research-report

Contributors

• PerryLink — maintainer: the collector/metrics/report-seal pipeline, the endpoint-liveness probe, CI and releases, and the five-language docs.
• dsh-fund-research contributors — collective author of the foundational build (plugin contract, config schema, tools, tests, packaging).

No external contributors yet — 0 community PRs/issues merged. Open an issue via the forms in .github/ISSUE_TEMPLATE/ or a pull request against main to be listed here.

PerryLink DSH Plugin Family

This project is part of the DeepSeek Harness plugin family from PerryLink. The roster stays collapsed below so every README keeps a short first screen; expand it to see every row and its status.

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