📊 dsh-fund-research

Deterministic research reports for Chinese public mutual funds, on DeepSeek Harness.

Every key number in every report traces back to a hashed source snapshot — gaps declared, never invented. Research only; not investment advice.

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Compatibility

Component	Version
DeepSeek Harness	0.1.1-rc.2 (peer dependencies pinned)
Node.js	^22.19.0 || >=24.0.0
Package manager	[email protected]
Platform	Windows / macOS / Linux (host-only plugin)
Data sources	Tiantian Fund / Eastmoney public endpoints (no key, no login)

What you get

• fund_research tool — one fund code in, a versioned Markdown research report out: overview, performance decomposition, holdings penetration, simplified style attribution, manager profile, risk & gap declarations, disclaimer, and a number-traceability appendix mapping every key figure to its snapshot JSON path and verification verdict. Sealed to fund-reports/{code}/{YYYYMMDD-HHmmss}/ as report.md + manifest.json + snapshot.json. background: true runs it as a fund-report background job.
• fund_snapshot tool — a light snapshot card (latest NAV, published stage returns, scale, manager, top-3 holdings) sealed into the fund's day directory.
• Deterministic metrics, zero model arithmetic — period/annualized return, volatility, max drawdown, Sharpe; top-N concentration, HHI, industry distribution, quarter-over-quarter holdings comparison; size-value style bands; manager tenure and peer comparison. All pure functions over the sealed snapshot.
• Traceability as a first-class feature — before sealing, every key number is checked against the sealed snapshot.json through the optional dsh-data-quality service when it is installed, or through the built-in isomorphic fallback checker (builtin-fallback) otherwise. The appendix table records value ↔ path ↔ verdict.
• Honest gaps — a failed or degraded data source produces an explicit 数据缺口 (data gap) declaration in the affected section. The plugin never fills a gap with an invented number.
• Offline mode — offline: true (config or tool argument) serves everything from the storage-domain snapshot layer or the newest on-disk version snapshot, with zero outbound requests. Ideal for tests and reproduction.
• asOf cutoff — asOfDate (ISO YYYY-MM-DD) truncates the NAV series to data on or before that date and stamps the snapshot + report with the cutoff; invalid or future dates fail loudly.
• Checkpoint resume — <reportRoot>/.run-state.json records each pipeline stage (snapshot/report) with timestamps and an input fingerprint; resume: true continues from the first incomplete stage, reusing sealed artifacts, and rejects a fingerprint mismatch.
• Source discovery record — every acquisition seals a code-generated sources-discovery.json (endpoint roster, primary/fallback resolution, per-source coverage and gaps, degradation reasons) and folds it into the report appendix as 数据源与缺口声明.
• Multi-fund fan-out — codes accepts an array of fund codes; each fund runs the pipeline independently with per-fund failure isolation (failures become summary gaps), and the result is a summary card (code / asOf / seal hash / verdicts / failure reason).
• Tracking ledger — every successful s

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