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Question Description / 问题描述
Gemma4推理的时候，如果是think模式，会在 ...
question
backkon
zhuenyou
PRD: dashboard legibility — transcript-sourced Runtime, WHO+verbose firing timeline, fixed PR-firing view,
plain-language Health board
1. Problem
The dashboard is the operator s review surface — in their ...
prd
vojtech-stas
Environment
- Hermes Agent: v0.16.0 (2026.6.5), commit c6b0eb4d (before incident)
- Install method: git checkout at ~/.hermes/hermes-agent/ (managed venv)
- OS: Ubuntu 24.04 (Hetzner VPS, 4GB)
...
area/config
comp/cli
P0
type/bug
GustavoDePieri
Checklist / 检查清单
- [x] I have searched existing issues, and this is a new question or discussion topic. / 我已经搜索过现有的
issues，确认这是一个新的问题与讨论。
Question Description / 问题描述
由于业务限制，需要重写swift里默认dataset中对图片url的实时下载方式，由hf公共下载方式改为私有下载方式，然后再执行cli命令 ...
question
Harry641
目标
实现 Walk-Forward Analysis, 验证策略不依赖过拟合。
方案
- 训练窗口: 36个月
- 测试窗口: 12个月
- 滚动步长: 12个月
- 输出: 各窗口夏普/回撤/收益一致性
文件
新建 scripts/walk_forward_analysis.py
P3-基础设施
QingSongTears
目标
利用 dragon_tiger.csv (2.9MB) 实现机构席位评分。
评分维度
- 机构净买入额占比
- 机构上榜频率(近期)
- 机构买入集中度
数据源
A股全市场数据/dragon_tiger.csv
文件
新建 src/scoring/institutional_scorer.py
P3-基础设施
目标
将 technical_indicators.csv (252MB) 导入 quant.db, 加速 v6 回测。
当前每次回测需实时计算 RSI/BB/ATR/MA/DD, 预计算后直接读取。 节省预计算时间 ~7分钟/次回测。
数据源
A股全市场数据/technical_indicators.csv — 预计算的 MA/MACD/KDJ/RSI/BOLL 等
文件
scripts/import_csv_to_db_v3.py ...
P3-基础设施
目标
自动化参数调优, 替代手动试错。
方案
- Phase 1: 网格搜索(Grid Search) — 粗粒度扫描关键参数
- Phase 2: 贝叶斯优化(Bayesian Optimization) — 细粒度寻优
- 优化目标: 夏普比率最大化
待扫描参数
- v6: MAX_RSI_14, MAX_RSI_6, MAX_BB_POSITION, MAX_DRAWDOWN_60D ...
P2-优化
目标
添加行业分散约束, 单行业不超过30%持仓。 利用 stock_profile 表的 industry/sector 分类。
实现
- 选股阶段: 同一行业最多选3只
- 调仓阶段: 检查行业集中度, 超过阈值则替换
- 目标: 降低行业集中带来的尾部风险
文件
src/backtest/portfolio_engine.py + 选股策略适配
P2-优化
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