Atlas 技術版 > Discovery FORMAL Fundamental Dingmao Review

Discovery FORMAL Fundamental Dingmao Review NO_AGENT P2 risk=HIGH

1. 做什麼 / 2. 為什麼存在

Discovery FORMAL Fundamental Dingmao Review：formal 候選基本面+定錨複審。

3. Schedule / Mode

mode=NO_AGENT state=paused enabled=0
schedule=15 13 * * 1-5
next_run=2026-08-31T13:15:00 last_run=2026-08-28T13:15:15
deliver=telegram model=— provider=—

4. Implementation

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

5. Effective instruction sources

prompt_sha256=8fbd93467b71e60f… chars=582
skill_files={}

執行 /Users/exion/.hermes/scripts/formal_candidate_fundamental_review_notify.py。這是 Discovery FORMAL candidate 的 gated fundamental/Dingmao interpretation owner：只處理 current_state='FORMAL'、rank<=3 的新候選，最多 3 檔；同一 lifecycle/material fingerprint 只允許一次，只有 material update 才可重跑。腳本自行讀取 Dingmao anchored EPS/thesis、Wiki/known fundamentals、Candidate Alpha/risk context；LLM 只能解讀證據，不得修改 Alpha Score、Entry、Stop、Profit、position sizing、lifecycle state，不得建立 authoritative EPS，不得下單。證據不足必須輸出 UNKNOWN；auto-order 與 production trading 維持 OFF。stdout 會送 Telegram；非空通知也會由 wrapper 透過既有 ntfy topic 發送，並以日期＋內容去重。…

6. Actual rules / thresholds

rule	value	source
DATA_DIR	/Users/exion/.hermes/data	CODE_STATIC @formal_candidate_fundamental_review_notify.py:41
INVESTMENT_DB	/Users/exion/.hermes/data/investment.db	CODE_STATIC @formal_candidate_fundamental_review_notify.py:42
REVIEW	/Users/exion/.hermes/scripts/formal_candidate_fundamental_re	CODE_STATIC @formal_candidate_fundamental_review_notify.py:44
NTFY	/Users/exion/.hermes/scripts/ntfy-send.sh	CODE_STATIC @formal_candidate_fundamental_review_notify.py:45
RUNTIME_DB	/Users/exion/.hermes/data/discovery_runtime.db	CODE_STATIC @formal_candidate_fundamental_review_notify.py:46

7/8. Inputs & Outputs (resources)

kind	path	name	access
SQLITE_DB	/Users/exion/.hermes/data/investment.db		unknown
SQLITE_DB	/Users/exion/.hermes/data/discovery_runtime.db		unknown
SQLITE_DB	/Users/exion/.hermes/data/notification_events.db		unknown
SQLITE_TABLE	self	candidate_lifecycles	read
SQLITE_TABLE	self	sqlite_master	read
SQLITE_TABLE	self	discovery_collection_checkpoints	read
SQLITE_TABLE	self	discovery_orphan_diagnostics	read
SQLITE_TABLE	self	notification_events	read
SQLITE_TABLE	self	notification_events	read
SQLITE_TABLE	self	notification_deliveries	read
SQLITE_TABLE	self	notification_deliveries	read
SQLITE_TABLE	self	notification_deliveries	read
SQLITE_TABLE	self	notification_deliveries	read
SQLITE_TABLE	self	notification_deliveries	read
SQLITE_TABLE	self	notification_events	read
SQLITE_TABLE	self	notification_deliveries	read
SQLITE_TABLE	self	notification_deliveries	read
SQLITE_TABLE	self	notification_deliveries	read
SQLITE_TABLE	self	notification_deliveries	read
SQLITE_TABLE	self	notification_events	write
SQLITE_TABLE	self	notification_events	write
SQLITE_TABLE	self	notification_deliveries	write
SQLITE_TABLE	self	notification_events	write
SQLITE_TABLE	self	notification_deliveries	write
SQLITE_TABLE	self	notification_events	write
SQLITE_TABLE	self	notification_events	write
MODULE	/Users/exion/.hermes/lib/notification_event_registry.py	notification_event_registry	import

9/10. Upstream / Downstream

Upstream: 層零市場風險過濾器、Intraday Holdings Risk Owner、Discovery Entry Observation Runtime
Downstream: 層零市場風險過濾器、13:07 盤中狀態通知、Intraday Holdings Risk Owner
Transitive downstream (18): 處置股票狀態查詢 (61f12b08c955)、E7×C20 影子策略每日 EOD（ingest→雙帳→月報→通知） (1dba3cb93ead)、DAILY_E7_FORMAL 每日正式訊號 (5b90a48ae44c)、E7 Control vs C20 Prospective Lifetime Shadow (45037d292145)、TH-0154 Runner參考線自然驗收讀回（一次） (67746172fb4e)、Shioaji每日股價抓取 (205fea19ed1e)、每日帳戶資產記錄 (198667493819)、週日長紅K回測報告（現行規則：停損+20MA停利） (68ea49353330)、盤中持股即時快照1300 (d94622a2d6b8)、13:08 盤中決策摘要資料準備 (8f2a6c1d9b44)、13:09 盤中決策摘要 (b7d94e3a1c20)、Prospective Shadow Exit Runner Intraday (b4937395cbb3) …+6

Edges (typed evidence)

type	hard?	from	to	resource	origin	conf	evidence
DATA	soft	層零市場風險過濾器	Discovery FORMAL Fundamental Dingmao Review	sqlite:notification_events	STATIC	0.5	table 'notification_events' write@11c1041f48b4(line 113) -> read@904870b67948(line 110) [read-modify-write, ambiguous consumption]; table 'notification_events' write@11c1041f48b4(line 113) -> read@904
DATA	soft	Discovery FORMAL Fundamental Dingmao Review	層零市場風險過濾器	sqlite:notification_events	STATIC	0.5	table 'notification_events' write@904870b67948(line 113) -> read@11c1041f48b4(line 110) [read-modify-write, ambiguous consumption]; table 'notification_events' write@904870b67948(line 113) -> read@11c
DATA	soft	Discovery FORMAL Fundamental Dingmao Review	Intraday Holdings Risk Owner	sqlite:notification_events	STATIC	0.5	table 'notification_events' write@904870b67948(line 113) -> read@ac6b78141cb5(line 110) [read-modify-write, ambiguous consumption]; table 'notification_events' write@904870b67948(line 113) -> read@ac6
DATA	soft	Intraday Holdings Risk Owner	Discovery FORMAL Fundamental Dingmao Review	sqlite:notification_events	STATIC	0.5	table 'notification_events' write@ac6b78141cb5(line 113) -> read@904870b67948(line 110) [read-modify-write, ambiguous consumption]; table 'notification_events' write@ac6b78141cb5(line 113) -> read@904
DATA	soft	層零市場風險過濾器	Discovery FORMAL Fundamental Dingmao Review	sqlite:notification_deliveries	STATIC	0.5	table 'notification_deliveries' write@11c1041f48b4(line 192) -> read@904870b67948(line 169) [read-modify-write, ambiguous consumption]; table 'notification_deliveries' write@11c1041f48b4(line 192) ->
DATA	soft	Discovery FORMAL Fundamental Dingmao Review	層零市場風險過濾器	sqlite:notification_deliveries	STATIC	0.5	table 'notification_deliveries' write@904870b67948(line 192) -> read@11c1041f48b4(line 169) [read-modify-write, ambiguous consumption]; table 'notification_deliveries' write@904870b67948(line 192) ->
DATA	soft	Discovery FORMAL Fundamental Dingmao Review	Intraday Holdings Risk Owner	sqlite:notification_deliveries	STATIC	0.5	table 'notification_deliveries' write@904870b67948(line 192) -> read@ac6b78141cb5(line 169) [read-modify-write, ambiguous consumption]; table 'notification_deliveries' write@904870b67948(line 192) ->
DATA	soft	Intraday Holdings Risk Owner	Discovery FORMAL Fundamental Dingmao Review	sqlite:notification_deliveries	STATIC	0.5	table 'notification_deliveries' write@ac6b78141cb5(line 192) -> read@904870b67948(line 169) [read-modify-write, ambiguous consumption]; table 'notification_deliveries' write@ac6b78141cb5(line 192) ->
DATA	soft	Discovery Entry Observation Runtime	Discovery FORMAL Fundamental Dingmao Review	sqlite:discovery_collection_checkpoints	STATIC	0.75	table 'discovery_collection_checkpoints' write@c5c5e8b6e055(line 443) -> read@904870b67948(line 98)
DATA	soft	Discovery Entry Observation Runtime	Discovery FORMAL Fundamental Dingmao Review	sqlite:discovery_orphan_diagnostics	STATIC	0.75	table 'discovery_orphan_diagnostics' write@c5c5e8b6e055(line 520) -> read@904870b67948(line 107)
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	Discovery FORMAL Fundamental Dingmao Review	13:07 盤中狀態通知	module:notification_event_registry	STATIC	0.6	both scripts import shared module 'notification_event_registry'
CODE	soft	Intraday Holdings Risk Owner	Discovery FORMAL Fundamental Dingmao Review	module:notification_event_registry	STATIC	0.6	both scripts import shared module 'notification_event_registry'

11. Shared resources

sqlite_master — shared with 13 jobs
/Users/exion/.hermes/data/investment.db — shared with 8 jobs
candidate_lifecycles — shared with 7 jobs
discovery_collection_checkpoints — shared with 6 jobs
/Users/exion/.hermes/data/notification_events.db — shared with 4 jobs
discovery_orphan_diagnostics — shared with 4 jobs
notification_events — shared with 4 jobs
notification_events — shared with 4 jobs
notification_deliveries — shared with 4 jobs
notification_deliveries — shared with 4 jobs

12. Recent executions

failure_streak=0
last_error=—
delivery_error=—

14. Drift history

2026-10-10T20:00 JOB_CHANGED job 904870b67948 (Discovery FORMAL Fundamental Dingmao Review) changed: mode=NO_AGENT state=paused
2026-09-05T07:09 TEMPORAL_DEPENDENCY_HAZARD 'Discovery FORMAL Fundamental Dingmao Review' fires 13:15 but depends on '層零市場風險過濾器' (earliest 21:08) via DATA [sqlite:notification_events]
2026-09-05T07:09 TEMPORAL_DEPENDENCY_HAZARD 'Discovery FORMAL Fundamental Dingmao Review' fires 13:15 but depends on '層零市場風險過濾器' (earliest 21:08) via DATA [sqlite:notification_deliveri
2026-09-05T00:38 JOB_ADDED job 904870b67948 appeared (Discovery FORMAL Fundamental Dingmao Review)
2026-09-04T23:49 TEMPORAL_DEPENDENCY_HAZARD 'Discovery FORMAL Fundamental Dingmao Review' fires 13:15 but depends on '層零市場風險過濾器' (earliest 21:08) via DATA [sqlite:notification_deliveri
2026-09-04T23:49 TEMPORAL_DEPENDENCY_HAZARD 'Discovery FORMAL Fundamental Dingmao Review' fires 13:15 but depends on '層零市場風險過濾器' (earliest 21:08) via DATA [sqlite:notification_events]
2026-09-04T23:25 TEMPORAL_DEPENDENCY_HAZARD 'Discovery FORMAL Fundamental Dingmao Review' fires 13:15 but depends on '層零市場風險過濾器' (earliest 21:08) via DATA [sqlite:notification_deliveri
2026-09-04T23:25 TEMPORAL_DEPENDENCY_HAZARD 'Discovery FORMAL Fundamental Dingmao Review' fires 13:15 but depends on '層零市場風險過濾器' (earliest 21:08) via DATA [sqlite:notification_events]
2026-09-04T22:51 TEMPORAL_DEPENDENCY_HAZARD 'Discovery FORMAL Fundamental Dingmao Review' fires 13:15 but depends on '層零市場風險過濾器' (earliest 21:08) via DATA [sqlite:notification_deliveri
2026-09-04T22:51 TEMPORAL_DEPENDENCY_HAZARD 'Discovery FORMAL Fundamental Dingmao Review' fires 13:15 but depends on '層零市場風險過濾器' (earliest 21:08) via DATA [sqlite:notification_events]

16. Impact / change risk

change_risk=HIGH