Investage – 價值投資每日追蹤系統 (Skill Release)

25
Mar2026
George
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💡 Investage 是什麼？

Investage 是一個自動化價值投資追蹤系統，幫助投資人系統性地追蹤和分析他們的投資組合。

這個系統的核心理念是：價值投資是一個系統，不是一個想法。 持續追蹤、紀律執行、情緒管理，這三件事缺一不可。

🎯 為什麼需要這個系統？

投資最大的敵人不是市場，而是自己。

  • 忘記為什麼買 — 時間久了忘記當初的投資邏輯
  • 追漲殺跌 — 被情緒驅使做出錯誤決定
  • 資訊過載 — 每天新聞、財報、分析师報告太多，不知道該看什麼
  • 缺乏系統 — 今天看這個指標，明天看那個指標，沒有一致性

Investage 幫你建立一個結構化的投資追蹤系統，讓你每個決策都有據可循。

📊 功能介紹 Features

📊 持股追蹤

系統性地記錄你的持股組合，包括：

  • 買入價格、數量、成本
  • 持股期間、報酬率
  • 持股理由（每筆投資都有記錄）

📈 技術分析

自動更新關鍵技術指標：

  • MA (移動平均線) — 判斷趨勢方向
  • RSI (相對強弱指數) — 判斷是否超買或超賣
  • K線 (Candlestick) — 視覺化價格走勢

💰 估值分析

從 Yahoo Finance 自動抓取最新估值數據：

  • P/E、EPS
  • PEG
  • EV/EBITDA
  • DCF 估算

😊 情緒分析

追蹤 Reddit 等社群平台上對相關股票的情緒：

  • 討論熱度
  • 網友情緒偏向（看多/看空）
  • 關鍵議題追蹤

🎯 綜合評分系統

將技術面、基本面、情緒面整合成一個綜合評分，幫助你快速判斷：

  • 這檔股票目前的狀態
  • 是否需要關注
  • 風險等級

📧 每日 Email 報告

每天定時收到投資組合摘要，包含：

  • 今日漲跌
  • 關鍵指標變化
  • 需要關注的事項
  • 情緒指標摘要

🛠️ 如何安裝

# 使用 ClawHub 安裝
clawhub install investment-reports

# 或直接 clone GitHub
git clone https://github.com/arbiger/investment-reports

🚀 快速開始

# 啟動每日追蹤
investage daily

# 查看持股儀表板
investage dashboard

# 更新估值數據
investage update

# 生成月度報告
investage report --monthly

💡 價值投資哲學

Investage 建立在幾個核心的價值投資原則上：

  1. 護城河分析 — 公司有什麼競爭優勢？能否持續？
  2. 安全邊際 — 買的價格是否低於內在價值？
  3. 能力圈 — 是否真正了解這個行業？
  4. 長期持有 — 頻繁交易是長期複利的敵人
  5. 情緒管理 — 市場恐慌時買，貪婪時賣

❓ 常見問題 FAQ

Q: 這個系統適合新手嗎？

A: 適合。但建議先了解基本的價值投資概念。系統可以幫你追蹤和分析，但投資邏輯還是需要自己建立。

Q: 數據來源是什麼？

A: 主要來自 Yahoo Finance、Reddit、和用戶輸入的持股資料。

Q: 可以自訂指標嗎？

A: 可以。系統支援自訂技術指標和權重設定。

Q: 有手機版嗎？

A: 目前是命令行工具，配合 Email 報告使用。未來可能會有 Web 介面。

Q: 和其他投資工具（有阿發、怪奇物語）有什麼不同？

A: 這個系統專注於價值投資的長期追蹤，不是短線交易工具。它幫你建立系統，而不是給你”明牌”。

📂 GitHub

github.com/arbiger/investment-reports

歡迎 Star、Fork、貢獻代碼！

⚠️ 免責聲明

Investage 是工具，不是建議。投資決策需要你自己判斷。過去的表現不代表未來結果。

🔗 相關技能

  • Valuation Calculator — 股票估值工具
  • Coaching-Me — 幫助思考投資決策

🇺🇸 English Version

💡 What is Investage?

Investage is an automated value investing tracking system that helps investors systematically track and analyze their investment portfolios.

The core philosophy of this system is: Value investing is a system, not an idea. Continuous tracking, disciplined execution, and emotional management—these three things are indispensable.

🎯 Why Do You Need This System?

The biggest enemy in investing isn’t the market—it’s yourself.

  • Forget why you bought — Over time, you forget the original investment thesis
  • Buy high, sell low — Make wrong decisions driven by emotions
  • Information overload — Daily news, earnings reports, analyst coverage—don’t know what to read
  • Lack of system — Today looking at this indicator, tomorrow at that one—no consistency

Investage helps you build a structured investment tracking system, so every decision has evidence to support it.

📊 Features

📊 Portfolio Tracking

Systematically record your stock holdings, including:

  • Buy price, quantity, cost basis
  • Holding period, return rate
  • Holding reasons (every investment is recorded)

📈 Technical Analysis

Automatically update key technical indicators:

  • MA (Moving Average) — Determine trend direction
  • RSI (Relative Strength Index) — Determine overbought or oversold conditions
  • Candlestick — Visualize price movements

💰 Valuation Analysis

Automatically fetch latest valuation data from Yahoo Finance:

  • P/E, EPS
  • PEG
  • EV/EBITDA
  • DCF estimates

😊 Sentiment Analysis

Track sentiment on related stocks from social platforms like Reddit:

  • Discussion热度
  • Net sentiment (bullish/bearish)
  • Key topic tracking

🎯 Comprehensive Scoring System

Integrate technical, fundamental, and sentiment analysis into a comprehensive score to help you quickly judge:

  • The current state of the stock
  • Whether attention is needed
  • Risk level

📧 Daily Email Reports

Receive portfolio summaries daily, including:

  • Today’s gains/losses
  • Key indicator changes
  • Items requiring attention
  • Sentiment indicator summary

🛠️ Installation

# Install using ClawHub
clawhub install investment-reports

# Or clone directly from GitHub
git clone https://github.com/arbiger/investment-reports

🚀 Quick Start

# Start daily tracking
investage daily

# View portfolio dashboard
investage dashboard

# Update valuation data
investage update

# Generate monthly report
investage report --monthly

💡 Value Investing Philosophy

Investage is built on several core value investing principles:

  1. Moat Analysis — What competitive advantage does the company have? Can it sustain?
  2. Margin of Safety — Is the buying price below intrinsic value?
  3. Circle of Competence — Do you truly understand this industry?
  4. Long-term Holding — Frequent trading is the enemy of long-term compounding
  5. Emotional Management — Buy when the market panics, sell when greedy

❓ FAQ

Q: Is this system suitable for beginners?

A: Yes. But it’s recommended to first understand basic value investing concepts. The system can help you track and analyze, but the investment logic still needs to be built by yourself.

Q: What are the data sources?

A: Mainly from Yahoo Finance, Reddit, and user-input portfolio data.

Q: Can I customize indicators?

A: Yes. The system supports custom technical indicators and weight settings.

Q: Is there a mobile version?

A: Currently it’s a command-line tool, used with Email reports. A web interface may be added in the future.

Q: How is this different from other investment tools?

A: This system focuses on long-term value investing tracking, not short-term trading. It helps you build a system, not give you “stock tips.”

📂 GitHub

github.com/arbiger/investment-reports

Feel free to Star, Fork, and contribute code!

⚠️ Disclaimer

Investage is a tool, not advice. Investment decisions require your own judgment. Past performance does not guarantee future results.

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🔑 相關關鍵字

相關標籤： 價值投資、投資組合追蹤、持股管理、技術分析、RSI、MA 均線、股息投資、被動收入、理財規劃、投資儀表板

Related Tags： value investing, portfolio tracker, stock portfolio management, technical analysis, RSI, moving average, dividend investing, passive income, investment dashboard, wealth management

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