feat: add bench review workflow + wallet setup script + sync-upstream fix
- live/setup_wallets.py: configures our 8 follow wallets with Kruto2027 floor_pin=80 (matching author), plus prints bench status - 每周Bench-Review流程.md: weekly Friday review process using 5 dimensions (forward P&L, copy_pnl, conv_win, seasonal catalyst, floor stability) with promote/demote/pin commands - sync-upstream.sh: recreated with all our custom files including new ones (sync_live_floors.py, setup_wallets.py, bench review doc) - copybot.paper.json: our 8 wallets with Kruto2027 floor_pin=80 bench area (backtest.json) already has 15 wallets from author sync: live: 8 (Kruto2027, 0xbadaf319, 1kto1m, Vahan88, LSB1, EdwardIN, lma0o0o0o, Coteykens) bench: 7 (gkmgkldfmg, AIcAIc, BikesAreTheBikes, imwalkinghere, leegunner, oliman2, JuiceFarm, 0xb0E43B)
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#!/usr/bin/env python3
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"""配置我们的 8 个跟单钱包到 copybot.paper.json 和 config.live.json。
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跟作者的方法论一致：
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- Kruto2027 floor_pin=80（钉死，跟作者一样）
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- 其它钱包 floor 由 sync_floors.py 每天自动算 p80
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- backtest.json 保持作者的 15 个钱包（8 个 live + 7 个 bench 观察区）
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"""
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import json
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import os
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HERE = os.path.dirname(os.path.abspath(__file__))
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ROOT = os.path.dirname(HERE)
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# 我们的 8 个跟单钱包（基于 watch_sharps.json 排名 + 作者方法论）
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OUR_WALLETS = [
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# floor_pin=80 跟作者一样，防止 p80 漂移到 125
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{"wallet": "0xe8ca3f758c93f44f3ec210542ab78afb7c0bcccb",
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"name": "Kruto2027", "class": "volume", "floor": 80.0, "floor_pin": 80.0},
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# 其它钱包不钉 pin，让 sync_floors.py 每天算 p80
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{"wallet": "0xbadaf319415c17f28824a43ae0cd912b9d84d874",
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"name": "0xbadaf319", "class": "volume", "floor": 42.0},
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{"wallet": "0xa1d57d329227c75b12b09f927fb3d6d6ef8f1343",
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"name": "1kto1m", "class": "volume", "floor": 332.0},
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{"wallet": "0x2d462b29127b919ae4c085e03be44ae7077e3e2d",
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"name": "Vahan88", "class": "volume", "floor": 245.0},
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{"wallet": "0x41558102a796ba971c7567cad41c307e59f8fa41",
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"name": "LSB1", "class": "volume", "floor": 315.0},
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# 新加的 3 个，floor 先设 25，sync_floors.py 会自动更新
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{"wallet": "0x0c3e55cf50a00a7e74fabd8584c6fdde21603c4c",
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"name": "EdwardIN", "class": "volume", "floor": 25.0},
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{"wallet": "0x82d2e4dbb0a849ff8e2f5380719769145648beea",
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"name": "lma0o0o0o", "class": "volume", "floor": 25.0},
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{"wallet": "0x69b9bd4fa27813091fcfe726541f2fd7baa3a5d5",
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"name": "Coteykens", "class": "volume", "floor": 25.0},
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]
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# 更新 copybot.paper.json
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paper_path = os.path.join(HERE, "copybot.paper.json")
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paper = json.load(open(paper_path))
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paper["wallets"] = OUR_WALLETS
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json.dump(paper, open(paper_path, "w"), indent=2)
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print(f"copybot.paper.json: {len(OUR_WALLETS)} wallets")
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for w in OUR_WALLETS:
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pin = f" (PINNED {w['floor_pin']})" if "floor_pin" in w else ""
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print(f" {w['name']:20s} floor=${w['floor']}{pin}")
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# 更新 config.live.json（如果存在）
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live_path = os.path.join(ROOT, "config.live.json")
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if os.path.exists(live_path):
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live = json.load(open(live_path))
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live["wallets"] = OUR_WALLETS
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json.dump(live, open(live_path, "w"), indent=2)
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print(f"\nconfig.live.json: {len(OUR_WALLETS)} wallets (synced)")
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else:
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print(f"\nconfig.live.json: not found (create from config.live.example.json first)")
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# 确认 backtest.json 有 bench 观察区
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bt_path = os.path.join(HERE, "backtest.json")
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bt = json.load(open(bt_path))
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bt_names = [w.get("name", w["wallet"][:10]) for w in bt["wallets"]]
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our_names = [w["name"] for w in OUR_WALLETS]
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bench = [n for n in bt_names if n not in our_names]
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print(f"\nbacktest.json: {len(bt_names)} wallets total")
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print(f" live (跟单): {len(our_names)} - {', '.join(our_names)}")
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print(f" bench (观察): {len(bench)} - {', '.join(bench)}")
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print(f"\nbench 区的钱包每天被 portfolio.py 回测，周五 review 时看前瞻盈亏决定晋升/降级")
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#!/bin/bash
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# sync-upstream.sh - 同步原作者代码 + 保留我们的定制
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#
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# 用法：每次原作者有大改动时跑一次
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# HTTPS_PROXY=http://127.0.0.1:7890 bash sync-upstream.sh
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#
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# 做的事：
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# 1. 备份我们的定制文件到 /tmp/wwf-ours/
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# 2. 拉取原作者最新代码（github/main）
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# 3. 把我们的定制文件加回去
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# 4. 推到 Gitea
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#
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# 前提：已经 git remote add github https://github.com/jaxperro/winning-wallet-finder.git
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set -e
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cd "$(git rev-parse --show-toplevel)"
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echo "=== 1. 备份我们的定制文件 ==="
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BACKUP="/tmp/wwf-ours"
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rm -rf "$BACKUP"
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mkdir -p "$BACKUP/host" "$BACKUP/live"
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# 我们的定制文件清单（新增定制文件必须加到这里！）
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OUR_FILES=(
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"live/serve_dashboard.py"
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"live/bot_dashboard.html"
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"live/sync_live_floors.py"
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"live/setup_wallets.py"
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"host/mihomo-healthcheck.sh"
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"sync-upstream.sh"
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"DEPLOY.md"
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"USAGE.md"
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"日常使用.md"
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"问题排查与踩坑记录.md"
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"mihomo代理部署教程.md"
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"云端架构.md"
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"实盘配置.md"
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"常用命令.md"
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"项目流程.md"
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"钱包筛选流程.md"
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"每周Bench-Review流程.md"
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"同步作者代码指南.md"
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)
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for f in "${OUR_FILES[@]}"; do
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if [ -f "$f" ]; then
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mkdir -p "$BACKUP/$(dirname "$f")"
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cp "$f" "$BACKUP/$f"
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echo " 备份: $f"
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fi
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done
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# 也备份我们的钱包配置（要覆盖回作者的）
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if [ -f "live/copybot.paper.json" ]; then
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cp "live/copybot.paper.json" "$BACKUP/live/copybot.paper.json.ours"
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echo " 备份: live/copybot.paper.json (我们的钱包配置)"
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fi
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echo ""
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echo "=== 2. 拉取原作者最新代码 ==="
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git fetch github
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git checkout -B sync-upstream github/main
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echo " 当前代码: $(git log --oneline -1)"
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echo ""
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echo "=== 3. 加回我们的定制文件 ==="
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for f in "${OUR_FILES[@]}"; do
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if [ -f "$BACKUP/$f" ]; then
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mkdir -p "$(dirname "$f")"
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cp "$BACKUP/$f" "$f"
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echo " 恢复: $f"
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fi
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done
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echo ""
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echo "=== 4. 恢复我们的钱包配置 ==="
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if [ -f "$BACKUP/live/copybot.paper.json.ours" ]; then
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cp "$BACKUP/live/copybot.paper.json.ours" "live/copybot.paper.json"
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echo " 恢复: live/copybot.paper.json (我们的钱包)"
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fi
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# config.live.json 是 gitignored 的，不会被覆盖
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if [ ! -f "config.live.json" ]; then
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cp config.live.example.json config.live.json
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echo " 创建: config.live.json (从模板，需要填 bankroll + 钱包)"
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fi
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echo ""
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echo "=== 5. 提交 + 推送 ==="
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git add -A
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git commit -m "sync: upstream + our customizations (dashboard, healthcheck, docs, wallet setup)
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Synced from github/main: $(git log --oneline github/main -1)
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Our additions: serve_dashboard.py, bot_dashboard.html, mihomo-healthcheck.sh,
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sync_live_floors.py, setup_wallets.py, 中文文档, 我们的钱包配置" || echo " 没有改动需要提交"
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git push origin sync-upstream:main --force
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echo ""
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echo "=== 完成 ==="
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echo "已推送到 Gitea main 分支"
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echo ""
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echo "下一步：在服务器上更新"
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echo " cd /opt/winning-wallet-finder"
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echo " systemctl stop copybot-live copybot-paper"
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echo " git fetch origin && git reset --hard origin/main"
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echo " rm -f copybot_state*.json copybot_fills*.jsonl live/copybot_live*.json"
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echo " cp host/mihomo-healthcheck.sh /opt/mihomo-healthcheck.sh"
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echo " cd live && python3 setup_wallets.py"
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echo " chown wwf:wwf ../config.live.json copybot.paper.json"
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echo " systemctl start copybot-paper copybot-live"
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# 每周 Bench Review 流程
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> 跟原作者的方法论一致：每周五对跟单钱包和 bench 观察区钱包做前瞻盈亏 review，决定晋升/降级。
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>
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> 原作者的原话（HANDOFF_ARCHIVE.md）：forward table = portfolio.py resolved rows, two windows: since last review and since the last swap.
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---
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## 为什么要每周 review
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watch_sharps.json 的 copy_pnl 是 **in-sample**（用历史数据算的），只能告诉你"过去跟这个钱包赚没赚"。但市场在变，钱包的表现也会变。
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**前瞻盈亏（Forward P&L）** 是 out-of-sample 的：看"从某个时间点开始，这个钱包的信念单实际赚了多少"。这才是决定留还是踢的真实依据。
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---
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## review 时间
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**每周五**（跟作者一样）。可以在 1Panel 加一个定时提醒。
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---
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## review 步骤
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### 第 1 步：跑回测（在服务器上）
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```bash
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cd /opt/winning-wallet-finder/live
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# 跑 30 天回测（包含 live 8 个 + bench 8 个，共 16 个钱包）
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python3 portfolio.py --days 30
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# 看回测结果
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python3 -c "
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import json
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d = json.load(open('portfolio.json'))
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print(f'总体: equity \${d[\"equity\"]:,.0f} | realized \${d[\"realized\"]:+,.0f} | {d[\"resolved\"]} resolved')
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"
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```
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### 第 2 步：看每个钱包的前瞻表现
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```bash
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# 看回测里每个钱包的盈亏
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python3 -c "
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import json
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d = json.load(open('portfolio.json'))
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wallets = {}
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for b in d.get('bets', []):
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name = b.get('name', '?')
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if name not in wallets:
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wallets[name] = {'n': 0, 'pnl': 0, 'wins': 0}
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wallets[name]['n'] += 1
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wallets[name]['pnl'] += b.get('pnl', 0)
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if b.get('pnl', 0) > 0:
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wallets[name]['wins'] += 1
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# 按 pnl 排序
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for name, stats in sorted(wallets.items(), key=lambda x: x[1]['pnl'], reverse=True):
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wr = stats['wins']/stats['n']*100 if stats['n'] > 0 else 0
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print(f'{name:20s} {stats[\"n\"]:3d} bets pnl \${stats[\"pnl\"]:+8.2f} 胜率 {wr:.0f}%')
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"
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```
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### 第 3 步：对比 live vs bench
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```bash
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# 当前跟的 8 个
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python3 -c "import json; [print(w['name']) for w in json.load(open('copybot.paper.json'))['wallets']]"
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# bench 观察区的（backtest.json 里有但 copybot.paper.json 里没有的）
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python3 -c "
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import json
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live = {w['wallet'].lower() for w in json.load(open('copybot.paper.json'))['wallets']}
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bt = json.load(open('backtest.json'))
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bench = [w.get('name', w['wallet'][:10]) for w in bt['wallets'] if w['wallet'].lower() not in live]
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print('bench:', ', '.join(bench))
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"
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```
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### 第 4 步：决策（5 个维度）
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对照 5 个维度做决策：
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| 维度 | 怎么看 | 晋升条件 | 降级条件 |
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|------|--------|---------|---------|
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| **前瞻盈亏** | 第 2 步的 per-wallet pnl | 正盈亏 | 负盈亏（连续 2 周） |
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| **copy_pnl** | `cat watch_sharps.json \| grep copy_pnl` | 排名靠前 | 跌出 watch_sharps |
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| **信念胜率** | `cat watch_sharps.json \| grep conv_win` | >60% | <30% |
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| **季节性** | 看钱包的 niche 有没有赛季/事件 | 赛季开始 | 赛季结束 |
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| **floor 稳定** | `cat copybot.paper.json \| grep floor` | 正常 | p80 漂移太大需 pin |
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### 第 5 步：执行变更
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**晋升**（bench -> live）：
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```bash
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cd /opt/winning-wallet-finder
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python3 -c "
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import json
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# 把 bench 钱包加到 copybot.paper.json 和 config.live.json
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promote_name = 'AIcAIc' # 改成你要晋升的钱包
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# 从 backtest.json 查地址
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bt = json.load(open('live/backtest.json'))
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promote = next((w for w in bt['wallets'] if w.get('name') == promote_name), None)
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if not promote:
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print(f'{promote_name} not found in backtest.json')
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exit(1)
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# 加到 paper 和 live
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for path in ['live/copybot.paper.json', 'config.live.json']:
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cfg = json.load(open(path))
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if not any(w['wallet'].lower() == promote['wallet'].lower() for w in cfg['wallets']):
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w = {'wallet': promote['wallet'], 'name': promote['name'],
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'class': 'volume', 'floor': 25.0}
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||||||
|
cfg['wallets'].append(w)
|
||||||
|
json.dump(cfg, open(path, 'w'), indent=2)
|
||||||
|
print(f'{path}: added {promote_name}')
|
||||||
|
else:
|
||||||
|
print(f'{path}: {promote_name} already there')
|
||||||
|
"
|
||||||
|
|
||||||
|
chown wwf:wwf live/copybot.paper.json config.live.json
|
||||||
|
systemctl restart copybot-paper copybot-live
|
||||||
|
```
|
||||||
|
|
||||||
|
**降级**（live -> bench）：
|
||||||
|
|
||||||
|
```bash
|
||||||
|
cd /opt/winning-wallet-finder
|
||||||
|
|
||||||
|
python3 -c "
|
||||||
|
import json
|
||||||
|
demote_name = 'BikesAreTheBikes' # 改成你要降级的钱包
|
||||||
|
|
||||||
|
for path in ['live/copybot.paper.json', 'config.live.json']:
|
||||||
|
cfg = json.load(open(path))
|
||||||
|
old = [w['name'] for w in cfg['wallets']]
|
||||||
|
cfg['wallets'] = [w for w in cfg['wallets'] if w['name'] != demote_name]
|
||||||
|
new = [w['name'] for w in cfg['wallets']]
|
||||||
|
json.dump(cfg, open(path, 'w'), indent=2)
|
||||||
|
print(f'{path}: {old} -> {new}')
|
||||||
|
"
|
||||||
|
|
||||||
|
chown wwf:wwf live/copybot.paper.json config.live.json
|
||||||
|
systemctl restart copybot-paper copybot-live
|
||||||
|
```
|
||||||
|
|
||||||
|
> 降级的钱包留在 backtest.json 里继续观察（不用删），下周 review 还能看到它的前瞻表现。
|
||||||
|
|
||||||
|
### 第 6 步：钉死 floor_pin（如果需要）
|
||||||
|
|
||||||
|
如果某个钱包的 p80 漂移太大（sync_floors.py 警告 `⚠ floor X->Y`），钉死它：
|
||||||
|
|
||||||
|
```bash
|
||||||
|
python3 -c "
|
||||||
|
import json
|
||||||
|
pin_name = 'Kruto2027' # 要钉的钱包
|
||||||
|
pin_value = 80.0 # 钉死的值
|
||||||
|
|
||||||
|
for path in ['live/copybot.paper.json', 'config.live.json']:
|
||||||
|
cfg = json.load(open(path))
|
||||||
|
for w in cfg['wallets']:
|
||||||
|
if w['name'] == pin_name:
|
||||||
|
w['floor'] = pin_value
|
||||||
|
w['floor_pin'] = pin_value
|
||||||
|
print(f'{path}: {pin_name} floor_pin = {pin_value}')
|
||||||
|
json.dump(cfg, open(path, 'w'), indent=2)
|
||||||
|
"
|
||||||
|
|
||||||
|
chown wwf:wwf live/copybot.paper.json config.live.json
|
||||||
|
systemctl restart copybot-paper copybot-live
|
||||||
|
```
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
|
## 当前状态
|
||||||
|
|
||||||
|
### live 跟单（8 个）
|
||||||
|
|
||||||
|
| 钱包 | floor | floor_pin | niche |
|
||||||
|
|------|-------|-----------|-------|
|
||||||
|
| Kruto2027 | $80 | ✅ 80 | 综合 |
|
||||||
|
| 0xbadaf319 | $42 | - | 综合 |
|
||||||
|
| 1kto1m | $332 | - | BTC Up/Down |
|
||||||
|
| Vahan88 | $245 | - | 板球/体育 |
|
||||||
|
| LSB1 | $315 | - | 瑞典足球 |
|
||||||
|
| EdwardIN | $25 | - | 待观察 |
|
||||||
|
| lma0o0o0o | $25 | - | 待观察 |
|
||||||
|
| Coteykens | $25 | - | 待观察 |
|
||||||
|
|
||||||
|
### bench 观察（8 个）
|
||||||
|
|
||||||
|
| 钱包 | 状态 | 备注 |
|
||||||
|
|------|------|------|
|
||||||
|
| gkmgkldfmg | 被淘汰 | daily.sh 已移出 watch_sharps |
|
||||||
|
| AIcAIc | 观察 | 作者 07-16 重新加入（电竞赛季） |
|
||||||
|
| BikesAreTheBikes | 观察 | 信念胜率 21% 偏低 |
|
||||||
|
| imwalkinghere | 永久排除 | 5min BTC 市场，结算比跟单快 |
|
||||||
|
| leegunner | 新候选 | 作者 bench rev 5 新加 |
|
||||||
|
| oliman2 | 新候选 | 作者 bench rev 5 新加 |
|
||||||
|
| JuiceFarm | 新候选 | 作者 bench rev 5 新加 |
|
||||||
|
| 0xb0E43B | 新候选 | 作者 bench rev 5 新加 |
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
|
## 1Panel 快速命令
|
||||||
|
|
||||||
|
**每周 review 一键跑回测 + 看排名**：
|
||||||
|
```bash
|
||||||
|
cd /opt/winning-wallet-finder/live && python3 portfolio.py --days 30 && python3 -c "
|
||||||
|
import json
|
||||||
|
d = json.load(open('portfolio.json'))
|
||||||
|
wallets = {}
|
||||||
|
for b in d.get('bets', []):
|
||||||
|
name = b.get('name', '?')
|
||||||
|
if name not in wallets:
|
||||||
|
wallets[name] = {'n': 0, 'pnl': 0, 'wins': 0}
|
||||||
|
wallets[name]['n'] += 1
|
||||||
|
wallets[name]['pnl'] += b.get('pnl', 0)
|
||||||
|
if b.get('pnl', 0) > 0:
|
||||||
|
wallets[name]['wins'] += 1
|
||||||
|
print('=== 前瞻盈亏排名 ===')
|
||||||
|
for name, stats in sorted(wallets.items(), key=lambda x: x[1]['pnl'], reverse=True):
|
||||||
|
wr = stats['wins']/stats['n']*100 if stats['n'] > 0 else 0
|
||||||
|
print(f'{name:20s} {stats[\"n\"]:3d} bets pnl \${stats[\"pnl\"]:+8.2f} 胜率 {wr:.0f}%')
|
||||||
|
"
|
||||||
|
```
|
||||||
Reference in New Issue
Block a user