Atlas 技術版 > Intraday Holdings Risk Owner

Intraday Holdings Risk Owner NO_AGENT UNKNOWN risk=HIGH

1. 做什麼 / 2. 為什麼存在

(purpose 尚未填寫 — manifest 為 draft/INFERRED)

3. Schedule / Mode

mode=NO_AGENT state=scheduled enabled=1
schedule=*/10 9-13 * * 1-5
next_run=2026-10-21T09:00:00 last_run=2026-10-20T13:50:58
deliver=telegram model=— provider=—

4. Implementation

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

5. Effective instruction sources

prompt_sha256=c2dc54c8780e8c2e… chars=345
skill_files={}

執行獨立 deterministic intraday holdings risk owner。只執行 /Users/exion/.hermes/scripts/intraday_holdings_risk.py；腳本只讀現有 holdings、Shioaji snapshot、既有 OHLCV/disposition，禁止 candidate discovery、LLM 數值判斷、任何策略/Entry/Alpha/Stop/Profit/position sizing 修改與下單。只有 material event 才讓 stdout 有內容；無事件必須保持空 stdout。auto-order 與 production trading 必須維持 OFF。週末/非交易日保持靜默。…

6. Actual rules / thresholds

rule	value	source
DATA_DIR	/Users/exion/.hermes/data	CODE_STATIC @intraday_holdings_risk.py:42
DB_PATH	/Users/exion/.hermes/data/shioaji_kline.db	CODE_STATIC @intraday_holdings_risk.py:43
STOCK_LIST_PATH	/Users/exion/.hermes/data/stock_list.json	CODE_STATIC @intraday_holdings_risk.py:44
DISPOSITION_PATH	/Users/exion/.hermes/data/disposition_status.json	CODE_STATIC @intraday_holdings_risk.py:45
CONSUMER	intraday_holdings_risk_owner	CODE_STATIC @intraday_holdings_risk.py:47
NARRATIVE_GROUP	holdings-risk	CODE_STATIC @intraday_holdings_risk.py:48
CRON_NAME	Intraday Holdings Risk Owner	CODE_STATIC @intraday_holdings_risk.py:49
COOLDOWN_MINUTES	60	CODE_STATIC @intraday_holdings_risk.py:50
RULE_VERSION	intraday-holdings-risk-v1	CODE_STATIC @intraday_holdings_risk.py:51
STATE_DB	/Users/exion/.hermes/data/notification_events.db	CODE_STATIC @intraday_holdings_risk.py:52

7/8. Inputs & Outputs (resources)

kind	path	name	access
SQLITE_DB	/Users/exion/.hermes/data/shioaji_kline.db		unknown
SQLITE_DB	/Users/exion/.hermes/data/notification_events.db		unknown
SQLITE_DB	/Users/exion/.hermes/data/notification_events.db		unknown
SQLITE_TABLE	self	stock_kline	read
SQLITE_TABLE	self	intraday_trigger_state	read
SQLITE_TABLE	self	intraday_trigger_state	read
SQLITE_TABLE	self	intraday_trigger_state	read
SQLITE_TABLE	self	intraday_summary_gate	read
SQLITE_TABLE	self	intraday_trigger_state	read
SQLITE_TABLE	self	intraday_trigger_state	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	intraday_trigger_state	write
SQLITE_TABLE	self	intraday_trigger_state	write
SQLITE_TABLE	self	intraday_trigger_state	write
SQLITE_TABLE	self	intraday_trigger_state	write
SQLITE_TABLE	self	intraday_summary_gate	write
SQLITE_TABLE	self	intraday_trigger_state	write
SQLITE_TABLE	self	intraday_trigger_state	write
SQLITE_TABLE	self	intraday_trigger_state	write
SQLITE_TABLE	self	intraday_summary_gate	write
SQLITE_TABLE	self	intraday_trigger_state	write
SQLITE_TABLE	self	intraday_summary_gate	write
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
FILE_READ	/Users/exion/.hermes/data/stock_list.json		read
FILE_READ	/Users/exion/.hermes/data/stock_list.json		read
FILE_READ	/Users/exion/.hermes/data/stock_list.json		read
FILE_READ	/Users/exion/.hermes/data/stock_list.json		read
FILE_READ	/Users/exion/.hermes/data/stock_list.json		read
FILE_WRITE	+00:00		write
MODULE	/Users/exion/.hermes/lib/notification_event_registry.py	notification_event_registry	import
MODULE	/Users/exion/.hermes/lib/trading_calendar.py	trading_calendar	import

9/10. Upstream / Downstream

Upstream: 層零市場風險過濾器、Discovery FORMAL Fundamental Dingmao Review、早盤風向-0945、持股同步觀察清單、盤中13:00帶量長紅K掃描、三大法人買賣超每日更新、個股融資資料爬取
Downstream: 層零市場風險過濾器、每日帳戶資產記錄、E7×C20 影子策略每日 EOD（ingest→雙帳→月報→通知）、Shioaji每日股價抓取、E7 Control vs C20 Prospective Lifetime Shadow、13:07 盤中狀態通知、DAILY_E7_FORMAL 每日正式訊號、處置股票狀態查詢、TH-0154 Runner參考線自然驗收讀回（一次）、Discovery FORMAL Fundamental Dingmao Review
Transitive downstream (11): 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)、Discovery Entry Observation Runtime (c5c5e8b6e055)、盤中13:00帶量長紅K掃描 (ce780536ef1c)、Prospective Shadow Exit Runner Close (7d5d77ea5e13)、系統健康檢查 (565ad371fad2)、早盤風向-0945 (b02745c072bb)、持股同步觀察清單 (cc1a17e96632)

Edges (typed evidence)

type	hard?	from	to	resource	origin	conf	evidence
DATA	soft	層零市場風險過濾器	Intraday Holdings Risk Owner	sqlite:notification_events	STATIC	0.5	table 'notification_events' write@11c1041f48b4(line 113) -> read@ac6b78141cb5(line 110) [read-modify-write, ambiguous consumption]; table 'notification_events' write@11c1041f48b4(line 113) -> read@ac6
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	層零市場風險過濾器	sqlite:notification_events	STATIC	0.5	table 'notification_events' write@ac6b78141cb5(line 113) -> read@11c1041f48b4(line 110) [read-modify-write, ambiguous consumption]; table 'notification_events' write@ac6b78141cb5(line 113) -> read@11c
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	Intraday Holdings Risk Owner	sqlite:notification_deliveries	STATIC	0.5	table 'notification_deliveries' write@11c1041f48b4(line 192) -> read@ac6b78141cb5(line 169) [read-modify-write, ambiguous consumption]; table 'notification_deliveries' write@11c1041f48b4(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	層零市場風險過濾器	sqlite:notification_deliveries	STATIC	0.5	table 'notification_deliveries' write@ac6b78141cb5(line 192) -> read@11c1041f48b4(line 169) [read-modify-write, ambiguous consumption]; table 'notification_deliveries' write@ac6b78141cb5(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) ->
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'
CODE	soft	Intraday Holdings Risk Owner	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'
CODE	soft	Intraday Holdings Risk Owner	每日帳戶資產記錄	module:trading_calendar	STATIC	0.6	both scripts import shared module 'trading_calendar'
CODE	soft	Intraday Holdings Risk Owner	E7×C20 影子策略每日 EOD（ingest→雙帳→月報→通知）	module:trading_calendar	STATIC	0.6	both scripts import shared module 'trading_calendar'
CODE	soft	Intraday Holdings Risk Owner	Shioaji每日股價抓取	module:trading_calendar	STATIC	0.6	both scripts import shared module 'trading_calendar'
CODE	soft	Intraday Holdings Risk Owner	E7 Control vs C20 Prospective Lifetime Shadow	module:trading_calendar	STATIC	0.6	both scripts import shared module 'trading_calendar'
CODE	soft	Intraday Holdings Risk Owner	13:07 盤中狀態通知	module:trading_calendar	STATIC	0.6	both scripts import shared module 'trading_calendar'
CODE	soft	Intraday Holdings Risk Owner	DAILY_E7_FORMAL 每日正式訊號	module:trading_calendar	STATIC	0.6	both scripts import shared module 'trading_calendar'
CODE	soft	Intraday Holdings Risk Owner	處置股票狀態查詢	module:trading_calendar	STATIC	0.6	both scripts import shared module 'trading_calendar'
CODE	soft	Intraday Holdings Risk Owner	TH-0154 Runner參考線自然驗收讀回（一次）	module:trading_calendar	STATIC	0.6	both scripts import shared module 'trading_calendar'
CODE	soft	早盤風向-0945	Intraday Holdings Risk Owner	module:trading_calendar	STATIC	0.6	both scripts import shared module 'trading_calendar'
CODE	soft	持股同步觀察清單	Intraday Holdings Risk Owner	module:trading_calendar	STATIC	0.6	both scripts import shared module 'trading_calendar'
CODE	soft	盤中13:00帶量長紅K掃描	Intraday Holdings Risk Owner	module:trading_calendar	STATIC	0.6	both scripts import shared module 'trading_calendar'
CODE	soft	三大法人買賣超每日更新	Intraday Holdings Risk Owner	module:trading_calendar	STATIC	0.6	both scripts import shared module 'trading_calendar'
CODE	soft	個股融資資料爬取	Intraday Holdings Risk Owner	module:trading_calendar	STATIC	0.6	both scripts import shared module 'trading_calendar'

11. Shared resources

stock_kline — shared with 16 jobs
+00:00 — shared with 15 jobs
/Users/exion/.hermes/data/shioaji_kline.db — shared with 11 jobs
/Users/exion/.hermes/data/stock_list.json — shared with 5 jobs
/Users/exion/.hermes/data/stock_list.json — shared with 5 jobs
/Users/exion/.hermes/data/stock_list.json — shared with 5 jobs
/Users/exion/.hermes/data/stock_list.json — shared with 5 jobs
/Users/exion/.hermes/data/stock_list.json — shared with 5 jobs
/Users/exion/.hermes/data/notification_events.db — shared with 4 jobs
/Users/exion/.hermes/data/notification_events.db — shared with 4 jobs

12. Recent executions

failure_streak=0
last_error=—
delivery_error=—

14. Drift history

2026-09-05T07:09 TEMPORAL_DEPENDENCY_HAZARD 'Intraday Holdings Risk Owner' fires 09:00 but depends on '盤中13:00帶量長紅K掃描' (earliest 13:00) via DATA [sqlite:stock_kline]
2026-09-05T07:09 TEMPORAL_DEPENDENCY_HAZARD 'Intraday Holdings Risk Owner' fires 09:00 but depends on 'Shioaji每日股價抓取' (earliest 15:35) via DATA [sqlite:stock_kline]
2026-09-05T07:09 TEMPORAL_DEPENDENCY_HAZARD 'Intraday Holdings Risk Owner' fires 09:00 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 'Intraday Holdings Risk Owner' fires 09:00 but depends on 'Discovery FORMAL Fundamental Dingmao Review' (earliest 13:15) via DATA [sqlite:no
2026-09-05T07:09 TEMPORAL_DEPENDENCY_HAZARD 'Intraday Holdings Risk Owner' fires 09:00 but depends on '層零市場風險過濾器' (earliest 21:08) via DATA [sqlite:notification_deliveries]
2026-09-05T07:09 TEMPORAL_DEPENDENCY_HAZARD 'Intraday Holdings Risk Owner' fires 09:00 but depends on 'Discovery FORMAL Fundamental Dingmao Review' (earliest 13:15) via DATA [sqlite:no
2026-09-05T00:38 JOB_ADDED job ac6b78141cb5 appeared (Intraday Holdings Risk Owner)
2026-09-04T23:49 TEMPORAL_DEPENDENCY_HAZARD 'Intraday Holdings Risk Owner' fires 09:00 but depends on 'Discovery FORMAL Fundamental Dingmao Review' (earliest 13:15) via DATA [sqlite:no
2026-09-04T23:49 TEMPORAL_DEPENDENCY_HAZARD 'Intraday Holdings Risk Owner' fires 09:00 but depends on '層零市場風險過濾器' (earliest 21:08) via DATA [sqlite:notification_deliveries]
2026-09-04T23:49 TEMPORAL_DEPENDENCY_HAZARD 'Intraday Holdings Risk Owner' fires 09:00 but depends on 'Discovery FORMAL Fundamental Dingmao Review' (earliest 13:15) via DATA [sqlite:no

16. Impact / change risk

change_risk=HIGH