層零市場風險過濾器 NO_AGENT P1 risk=HIGH

1. 做什麼 / 2. 為什麼存在

層零市場風險過濾器：21:08 大盤層級系統性風險預警（外資轉折、期貨、波動等）。

3. Schedule / Mode

mode=NO_AGENT state=scheduled enabled=1
schedule=8 21 * * 1-5
next_run=2026-08-24T21:08:00 last_run=2026-08-21T21:08:50
deliver=telegram model=— provider=—

4. Implementation

script=/Users/exion/.hermes/scripts/market_risk_filter.py
monitor_script=— monitor_url=—
skills=[]
workdir=—

5. Effective instruction sources

prompt_sha256=4751215970ed8129… chars=13
skill_files={}

每日盤後執行市場風險過濾器…

6. Actual rules / thresholds

rule	value	source
FUNDFLOW_DB	~/workspace/liquidity-monitor/data/fundflow.db	CODE_STATIC @market_risk_filter.py:23
MARGIN_PATH	/tmp/margin_market_total.json	CODE_STATIC @market_risk_filter.py:24

7/8. Inputs & Outputs (resources)

kind	path	name	access
SQLITE_DB	/Users/exion/workspace/liquidity-monitor/data/fundflow.db		read/write
SQLITE_TABLE	self	stock_institutional	read
SQLITE_TABLE	self	fundflow_scores	read
SQLITE_TABLE	self	stock_kline	read
FILE_WRITE	/tmp/market_risk.json		write

9/10. Upstream / Downstream

Upstream: 盤後市場宏觀報告、holdings-deploy、Discovery FORMAL Fundamental Dingmao Review、Intraday Holdings Risk Owner、三大法人買賣超每日更新
Downstream: —
Transitive downstream (0): —

Edges (typed evidence)

type	hard?	from	to	resource	origin	conf	evidence
DATA	soft	三大法人買賣超每日更新	層零市場風險過濾器	sqlite:stock_institutional	STATIC	0.75	table 'stock_institutional' write@d768546515da(line 199) -> read@11c1041f48b4(line 30)
CODE	soft	盤後市場宏觀報告	層零市場風險過濾器	module:notification_event_registry	STATIC	0.6	both scripts import shared module 'notification_event_registry'
CODE	soft	holdings-deploy	層零市場風險過濾器	module:notification_event_registry	STATIC	0.6	both scripts import shared module 'notification_event_registry'
CODE	soft	Discovery FORMAL Fundamental Dingmao Review	層零市場風險過濾器	module:notification_event_registry	STATIC	0.6	both scripts import shared module 'notification_event_registry'
CODE	soft	Intraday Holdings Risk Owner	層零市場風險過濾器	module:notification_event_registry	STATIC	0.6	both scripts import shared module 'notification_event_registry'

11. Shared resources

stock_kline — shared with 3 jobs
stock_institutional — shared with 2 jobs

12. Recent executions

failure_streak=0
last_error=—
delivery_error=—

14. Drift history

2026-08-23T09:28 JOB_ADDED job 11c1041f48b4 appeared (層零市場風險過濾器)
2026-08-23T08:42 JOB_ADDED job 11c1041f48b4 appeared (層零市場風險過濾器)
2026-08-23T08:41 JOB_ADDED job 11c1041f48b4 appeared (層零市場風險過濾器)
2026-08-23T08:36 JOB_ADDED job 11c1041f48b4 appeared (層零市場風險過濾器)
2026-08-23T08:17 JOB_ADDED job 11c1041f48b4 appeared (層零市場風險過濾器)
2026-08-23T08:17 JOB_ADDED job 11c1041f48b4 appeared (層零市場風險過濾器)

16. Impact / change risk

change_risk=HIGH