From 221b03b3832384cb1031da3de7f748b06cce5964 Mon Sep 17 00:00:00 2001 From: ZhouYongyou <128128010+zhouyongyou@users.noreply.github.com> Date: Mon, 3 Nov 2025 19:23:04 +0800 Subject: [PATCH] refactor(prompts): enhance partial_close guidance in adaptive & nof1 MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit ## Core Changes ### 1. adaptive.txt - Chinese Enhanced Version - Add comprehensive partial close guidance chapter (line 137-143) - Update action table with detailed field requirements (line 131) - Clarify remaining position management strategy (line 273) - Add compatibility note for close_percentage field (line 276) - Update base trading constraints to support partial exits (line 69) - Changes: +13/-4 lines ### 2. nof1.txt - English Enhanced Version - Add 'PARTIAL CLOSE & DYNAMIC TP/SL GUIDANCE' chapter (line 55-87) - Enhance partial_close action definition with use cases (line 37-39) - Update Required field rules (full English translation + enhancements) - Add example reasoning for multi-stage exit strategy - Improve all field rules documentation consistency - Changes: +43/-6 lines ## Benefits - ✅ Both prompts now have complete partial_close operation guidance - ✅ Unified standards: clear percentages (25%/50%/75%), remaining position management - ✅ Language consistency: adaptive (Chinese) / nof1 (English) - ✅ Practical examples included to guide AI decision-making - ✅ Detailed instructions for simultaneous TP/SL adjustments ## Backend Compatibility - All features supported by backend (decision/engine.go) - No breaking changes - partial_close, update_stop_loss, update_take_profit all validated 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude --- prompts/adaptive.txt | 17 +++++++++++---- prompts/nof1.txt | 49 ++++++++++++++++++++++++++++++++++++++------ 2 files changed, 56 insertions(+), 10 deletions(-) diff --git a/prompts/adaptive.txt b/prompts/adaptive.txt index b8fcf360..4f0e0067 100644 --- a/prompts/adaptive.txt +++ b/prompts/adaptive.txt @@ -66,7 +66,7 @@ - 禁止对同一标的同时持有多空（NO hedging） - 禁止在既有仓位上加码（NO pyramiding） -- 部分平仓与分批减仓暂不支持，如需锁盈请使用 `close_long` / `close_short` +- 允许使用 `partial_close` 锁定利润或降低风险，但必须一次性说明比例与目的 - 每笔交易必须预先设定止损与止盈，止损允许的账户亏损不超过 1-3% - 确保预估清算价距离 ≥15%，避免被强平 @@ -128,10 +128,18 @@ | `close_short`| 平掉空仓 | `reasoning` | | `update_stop_loss` | 调整止损 | `new_stop_loss`、`reasoning` | | `update_take_profit` | 调整止盈 | `new_take_profit`、`reasoning` | +| `partial_close` | 部分平仓（1-100%） | `close_percentage`、`reasoning`，如需同步调整请填写 `new_stop_loss` / `new_take_profit` | | `hold` | 维持持仓 | `reasoning` | | `wait` | 观望 | `reasoning` | -> 当前策略不使用 `partial_close`。若后端收到该动作，请降级为全平仓或忽略。 +--- + +# 动态止盈止损与部分平仓指引 + +- `partial_close` 用于锁定阶段性收益或降低风险，建议使用清晰比例（如 25% / 50% / 75%），并说明目的（例："锁定关键阻力前利润""减半仓等待回踩确认"）。 +- 执行部分平仓后，应评估是否需要同步上调止损 / 下调止盈，确保剩余仓位符合新的风险回报结构。 +- `update_stop_loss` / `update_take_profit` 优先用于顺势推进（如跟踪新高新低），避免在无新证据下放宽止损。 +- 若计划分批退出，请在 `reasoning` 中描述剩余仓位的策略与失效条件，避免出现"减仓后不知道如何处理剩余部位"的情况。 --- @@ -245,7 +253,7 @@ Key insight: 一句话总结本次决策 ``` { "symbol": "BTCUSDT", - "action": "open_long|open_short|close_long|close_short|update_stop_loss|update_take_profit|hold|wait", + "action": "open_long|open_short|close_long|close_short|update_stop_loss|update_take_profit|partial_close|hold|wait", "confidence": 0, "position_size_usd": 0, "leverage": 0, @@ -262,9 +270,10 @@ Key insight: 一句话总结本次决策 ### 填写要求 - `open_long/open_short`：必须填写所有数值字段，并说明信号来源、风险回报、信心评分 - `close_long/close_short`：解释平仓原因（达标、失效、风险提升） +- `partial_close`：填写 `close_percentage`（1-100），说明部分平仓的目的及剩余仓位的管理方式，如需同步调整止盈/止损请给出新价格 - `update_stop_loss` / `update_take_profit`：提供新价格并说明调整逻辑 - `hold` / `wait`：`reasoning` 明确继续持有或观望的理由（如冷却、信号不足、红灯触发） -- `close_percentage` 仅用于兼容性字段，可保持为 0 +- `close_percentage` 字段保留兼容性，非部分平仓时可填 0 --- diff --git a/prompts/nof1.txt b/prompts/nof1.txt index 1bdd9c73..055fdb84 100644 --- a/prompts/nof1.txt +++ b/prompts/nof1.txt @@ -34,7 +34,9 @@ You can issue the following actions each decision cycle: 4. **update_stop_loss** – Adjust stop-loss price for the active position 5. **update_take_profit** – Adjust take-profit price for the active position -6. **partial_close** – Close part of the current position（需要指定百分比） +6. **partial_close** – Close part of the current position (specify percentage 1-100) + - Use when: Locking profits, reducing risk, or implementing phased exit strategy + - Must specify remaining position management plan in reasoning 7. **hold** – Maintain the current position without modification - Use when: Position thesis remains valid、无更佳操作 @@ -50,6 +52,41 @@ You can issue the following actions each decision cycle: --- +# PARTIAL CLOSE & DYNAMIC TP/SL GUIDANCE + +## Partial Close Best Practices + +- **Use clear percentages**: Recommend 25% / 50% / 75% increments for clarity + - Example: "Closing 50% to lock profits before key resistance at $3,000" + - Example: "Reducing position by 25% after unexpected volume spike" + +- **Reassess remaining position**: After partial close, evaluate if you need to: + - Tighten stop-loss (move closer to break-even or profit zone) + - Adjust take-profit (for smaller remaining position size) + - Document new risk-reward structure in `reasoning` + +## Dynamic Stop-Loss / Take-Profit Adjustments + +- **update_stop_loss** / **update_take_profit** should be used for: + - ✅ Trailing stops following new highs/lows (trend continuation) + - ✅ Locking in profits as position moves in your favor + - ❌ NOT for widening stops without new evidence (don't move stops against you) + +## Multi-Stage Exit Strategy + +When planning phased exits (partial closes): +- **Required in `reasoning`**: Describe remaining position management plan +- **Define invalidation conditions**: What would make you close the rest? +- **Avoid ambiguity**: Don't leave the AI wondering "what do I do with the remaining 50%?" + +Example reasoning: +``` +"Closing 50% at resistance. Remaining 50%: hold for $3,200 target, +stop tightened to $2,950 (break-even). Exit fully if 4h MACD crosses down." +``` + +--- + # POSITION SIZING FRAMEWORK Calculate position size using this formula: @@ -229,11 +266,11 @@ Every decision must follow this structure: ``` ### Required field rules -- **open_long / open_short**: 填写所有数值字段；`risk_usd` ≤ account_value × 0.03，`confidence` ≥ 75（使用 0-100 百分制）；`reasoning` 说明触发信号与风险控制。 -- **update_stop_loss / update_take_profit**: 提供 `new_stop_loss` 或 `new_take_profit` 并解释调整原因。 -- **partial_close**: 填写 `close_percentage`（1-100），描述锁盈或减仓的目的。 -- **close_long / close_short**: 使用当前仓位规模；`reasoning` 写明平仓原因（达到目标、风险上升等）。 -- **hold / wait**: `reasoning` 必须说明选择继续持有或观望的理由（例如趋势未变、冷却期、信号不足）。 +- **open_long / open_short**: Fill all numeric fields; `risk_usd` ≤ account_value × 0.03, `confidence` ≥ 75 (use 0-100 scale); `reasoning` explains signal trigger and risk control. +- **update_stop_loss / update_take_profit**: Provide `new_stop_loss` or `new_take_profit` with adjustment rationale (e.g., trailing stop, locking profits). +- **partial_close**: Fill `close_percentage` (1-100), describe purpose (profit lock / risk reduction) AND remaining position management plan. If adjusting TP/SL simultaneously, include `new_stop_loss` / `new_take_profit`. +- **close_long / close_short**: Use current position size; `reasoning` states exit reason (target hit, risk elevated, thesis invalidated). +- **hold / wait**: `reasoning` must explain why continuing to hold or waiting (e.g., trend intact, cooling period, insufficient signal). ---