AssetManager.API/Controllers/PortfolioController.cs

@@ -22,7 +22,6 @@ public class PortfolioController : ControllerBase
         _portfolioService = portfolioService;
     }
 
-
     private string GetCurrentUserId()
     {
         return User.FindFirst(ClaimTypes.NameIdentifier)?.Value;

AssetManager.API/Controllers/StrategyController.cs

@@ -28,33 +28,6 @@ public class StrategyController : ControllerBase
         return User.FindFirst(ClaimTypes.NameIdentifier)?.Value ?? throw new Exception("User not authenticated");
     }
 
-    private StrategyListItemDTO MapToStrategyListItemDTO(Strategy strategy)
-    {
-        List<string> tags = new List<string>();
-        if (!string.IsNullOrEmpty(strategy.Tags))
-        {
-            try
-            {
-                tags = System.Text.Json.JsonSerializer.Deserialize<List<string>>(strategy.Tags);
-            }
-            catch { }
-        }
-
-        return new StrategyListItemDTO
-        {
-            id = strategy.Id,
-            userId = strategy.UserId,
-            name = strategy.Alias,
-            type = strategy.Type,
-            description = strategy.Description,
-            tags = tags,
-            riskLevel = strategy.RiskLevel,
-            config = strategy.Config,
-            createdAt = strategy.CreatedAt,
-            updatedAt = strategy.UpdatedAt
-        };
-    }
-
     /// <summary>
     /// 获取策略列表
     /// </summary>
@@ -63,7 +36,7 @@ public class StrategyController : ControllerBase
     /// 此接口用于获取当前登录用户的所有策略列表。
     /// </remarks>
     [HttpGet("strategies")]
-    public ActionResult<ApiResponse<List<StrategyListItemDTO>>> GetStrategies()
+    public ActionResult<ApiResponse<List<Strategy>>> GetStrategies()
     {
         try
         {
@@ -71,14 +44,13 @@ public class StrategyController : ControllerBase
             
             var userId = GetCurrentUserId();
             var strategies = _strategyService.GetStrategies(userId);
-            var strategyListItems = strategies.Select(MapToStrategyListItemDTO).ToList();
 
             _logger.LogInformation("Strategies retrieved successfully");
             
-            return Ok(new ApiResponse<List<StrategyListItemDTO>>
+            return Ok(new ApiResponse<List<Strategy>>
             {
                 code = AssetManager.Models.StatusCodes.Success,
-                data = strategyListItems,
+                data = strategies,
                 message = "Success"
             });
         }
@@ -86,7 +58,7 @@ public class StrategyController : ControllerBase
         {
             _logger.LogError(ex, "Error retrieving strategies");
             
-            return StatusCode(AssetManager.Models.StatusCodes.InternalServerError, new ApiResponse<List<StrategyListItemDTO>>
+            return StatusCode(AssetManager.Models.StatusCodes.InternalServerError, new ApiResponse<List<Strategy>>
             {
                 code = AssetManager.Models.StatusCodes.InternalServerError,
                 data = null,
@@ -104,7 +76,7 @@ public class StrategyController : ControllerBase
     /// 此接口用于获取指定策略的详细信息。
     /// </remarks>
     [HttpGet("{id}")]
-    public ActionResult<ApiResponse<StrategyListItemDTO>> GetStrategyById(string id)
+    public ActionResult<ApiResponse<Strategy>> GetStrategyById(string id)
     {
         try
         {
@@ -112,14 +84,13 @@ public class StrategyController : ControllerBase
             
             var userId = GetCurrentUserId();
             var strategy = _strategyService.GetStrategyById(id, userId);
-            var strategyItem = MapToStrategyListItemDTO(strategy);
 
             _logger.LogInformation($"Strategy {id} retrieved successfully");
             
-            return Ok(new ApiResponse<StrategyListItemDTO>
+            return Ok(new ApiResponse<Strategy>
             {
                 code = AssetManager.Models.StatusCodes.Success,
-                data = strategyItem,
+                data = strategy,
                 message = "Success"
             });
         }
@@ -127,7 +98,7 @@ public class StrategyController : ControllerBase
         {
             _logger.LogError(ex, $"Error retrieving strategy {id}");
             
-            return StatusCode(AssetManager.Models.StatusCodes.InternalServerError, new ApiResponse<StrategyListItemDTO>
+            return StatusCode(AssetManager.Models.StatusCodes.InternalServerError, new ApiResponse<Strategy>
             {
                 code = AssetManager.Models.StatusCodes.InternalServerError,
                 data = null,
@@ -145,7 +116,7 @@ public class StrategyController : ControllerBase
     /// 此接口用于创建新的策略。
     /// </remarks>
     [HttpPost]
-    public ActionResult<ApiResponse<StrategyListItemDTO>> CreateStrategy([FromBody] CreateStrategyRequest request)
+    public ActionResult<ApiResponse<Strategy>> CreateStrategy([FromBody] CreateStrategyRequest request)
     {
         try
         {
@@ -153,14 +124,13 @@ public class StrategyController : ControllerBase
             
             var userId = GetCurrentUserId();
             var strategy = _strategyService.CreateStrategy(request, userId);
-            var strategyItem = MapToStrategyListItemDTO(strategy);
 
             _logger.LogInformation($"Strategy {strategy.Id} created successfully");
             
-            return Ok(new ApiResponse<StrategyListItemDTO>
+            return Ok(new ApiResponse<Strategy>
             {
                 code = AssetManager.Models.StatusCodes.Success,
-                data = strategyItem,
+                data = strategy,
                 message = "Strategy created successfully"
             });
         }
@@ -168,7 +138,7 @@ public class StrategyController : ControllerBase
         {
             _logger.LogError(ex, "Error creating strategy");
             
-            return StatusCode(AssetManager.Models.StatusCodes.InternalServerError, new ApiResponse<StrategyListItemDTO>
+            return StatusCode(AssetManager.Models.StatusCodes.InternalServerError, new ApiResponse<Strategy>
             {
                 code = AssetManager.Models.StatusCodes.InternalServerError,
                 data = null,
@@ -187,7 +157,7 @@ public class StrategyController : ControllerBase
     /// 此接口用于更新指定策略的信息。
     /// </remarks>
     [HttpPut("{id}")]
-    public ActionResult<ApiResponse<StrategyListItemDTO>> UpdateStrategy(string id, [FromBody] UpdateStrategyRequest request)
+    public ActionResult<ApiResponse<Strategy>> UpdateStrategy(string id, [FromBody] UpdateStrategyRequest request)
     {
         try
         {
@@ -195,14 +165,13 @@ public class StrategyController : ControllerBase
             
             var userId = GetCurrentUserId();
             var strategy = _strategyService.UpdateStrategy(id, request, userId);
-            var strategyItem = MapToStrategyListItemDTO(strategy);
 
             _logger.LogInformation($"Strategy {id} updated successfully");
             
-            return Ok(new ApiResponse<StrategyListItemDTO>
+            return Ok(new ApiResponse<Strategy>
             {
                 code = AssetManager.Models.StatusCodes.Success,
-                data = strategyItem,
+                data = strategy,
                 message = "Strategy updated successfully"
             });
         }
@@ -210,7 +179,7 @@ public class StrategyController : ControllerBase
         {
             _logger.LogError(ex, $"Error updating strategy {id}");
             
-            return StatusCode(AssetManager.Models.StatusCodes.InternalServerError, new ApiResponse<StrategyListItemDTO>
+            return StatusCode(AssetManager.Models.StatusCodes.InternalServerError, new ApiResponse<Strategy>
             {
                 code = AssetManager.Models.StatusCodes.InternalServerError,
                 data = null,

AssetManager.Data/Strategy.cs

@@ -32,24 +32,6 @@ public class Strategy
     [SugarColumn(ColumnName = "type", Length = 50)]
     public string Type { get; set; }
     
-    /// <summary>
-    /// 策略描述
-    /// </summary>
-    [SugarColumn(ColumnName = "description", Length = 500)]
-    public string Description { get; set; }
-    
-    /// <summary>
-    /// 策略标签 (JSON数组)
-    /// </summary>
-    [SugarColumn(ColumnName = "tags", IsJson = true)]
-    public string Tags { get; set; }
-    
-    /// <summary>
-    /// 风险等级
-    /// </summary>
-    [SugarColumn(ColumnName = "risk_level", Length = 20)]
-    public string RiskLevel { get; set; }
-    
     /// <summary>
     /// 策略配置项(周期,阈值,资产配比)
     /// </summary>

AssetManager.Models/DTOs/PortfolioDTO.cs

@@ -32,20 +32,13 @@ public class PortfolioDetailResponse
     public string id { get; set; }
     public string name { get; set; }
     public string currency { get; set; }
-    public string status { get; set; }
     public StrategyInfo strategy { get; set; }
     public double portfolioValue { get; set; }
     public double totalReturn { get; set; }
     public double todayProfit { get; set; }
-    public double historicalChange { get; set; }
-    public double dailyVolatility { get; set; }
     public string todayProfitCurrency { get; set; }
-    public string logicModel { get; set; }
-    public string logicModelStatus { get; set; }
-    public string logicModelDescription { get; set; }
-    public int totalItems { get; set; }
-    public double totalRatio { get; set; }
     public List<PositionItem> positions { get; set; }
+    public List<TransactionItem> transactions { get; set; }
 }
 
 public class StrategyInfo
@@ -60,16 +53,12 @@ public class PositionItem
     public string id { get; set; }
     public string stockCode { get; set; }
     public string stockName { get; set; }
-    public string symbol { get; set; }
     public int amount { get; set; }
     public double averagePrice { get; set; }
     public double currentPrice { get; set; }
     public double totalValue { get; set; }
     public double profit { get; set; }
     public double profitRate { get; set; }
-    public double changeAmount { get; set; }
-    public double ratio { get; set; }
-    public double deviationRatio { get; set; }
     public string currency { get; set; }
 }
 

AssetManager.Models/DTOs/StrategyDTO.cs

@@ -71,6 +71,7 @@ public class CreateStrategyRequest
     public string riskLevel { get; set; }
     public List<string> tags { get; set; }
     public object parameters { get; set; }
+    public string Title { get; set; }
 }
 
 public class StrategyResponse
@@ -84,9 +85,6 @@ public class UpdateStrategyRequest
 {
     public string name { get; set; }
     public string type { get; set; }
-    public string description { get; set; }
-    public string riskLevel { get; set; }
-    public List<string> tags { get; set; }
     public object parameters { get; set; }
 }
 
@@ -95,17 +93,3 @@ public class DeleteStrategyResponse
     public string Id { get; set; }
     public string Status { get; set; }
 }
-
-public class StrategyListItemDTO
-{
-    public string id { get; set; }
-    public string userId { get; set; }
-    public string name { get; set; }
-    public string type { get; set; }
-    public string description { get; set; }
-    public List<string> tags { get; set; }
-    public string riskLevel { get; set; }
-    public string config { get; set; }
-    public DateTime createdAt { get; set; }
-    public DateTime updatedAt { get; set; }
-}

AssetManager.Services/PortfolioService.cs

@@ -137,58 +137,53 @@ public class PortfolioService : IPortfolioService
             .Where(pos => pos.PortfolioId == id)
             .ToList();
 
-        var totalValue = (double)portfolio.TotalValue;
+        var transactions = _db.Queryable<Transaction>()
-        var positionItems = positions.Select(pos => 
+            .Where(t => t.PortfolioId == id)
-        {
+            .OrderByDescending(t => t.TransactionTime)
-            var positionValue = (double)(pos.Shares * pos.AvgPrice);
+            .Take(5)
-            var ratio = totalValue > 0 ? (positionValue / totalValue) * 100 : 0;
+            .ToList();
-            // 假设目标权重为50%，计算偏离比例
-            var targetWeight = 50.0;
-            var deviationRatio = ratio - targetWeight;
-            
-            return new PositionItem
-            {
-                id = pos.Id,
-                stockCode = pos.StockCode,
-                stockName = pos.StockName,
-                symbol = $"{pos.StockCode}.US", // 简化处理，实际应该根据市场或数据源确定
-                amount = (int)pos.Shares,
-                averagePrice = (double)pos.AvgPrice,
-                currentPrice = (double)pos.AvgPrice, // 实际应该从市场数据获取
-                totalValue = positionValue,
-                profit = 0, // 实际应该计算
-                profitRate = 0, // 实际应该计算
-                changeAmount = 0, // 实际应该计算
-                ratio = ratio,
-                deviationRatio = deviationRatio,
-                currency = pos.Currency
-            };
-        }).ToList();
 
         return new PortfolioDetailResponse
         {
             id = portfolio.Id,
             name = portfolio.Name,
             currency = portfolio.Currency,
-            status = portfolio.Status, // 从数据库获取
             strategy = new StrategyInfo
             {
                 id = portfolio.StrategyId,
-                name = "策略名称",
+                name = "策略名称", // 实际应该从策略表获取
                 description = "策略描述"
             },
-            portfolioValue = totalValue,
+            portfolioValue = (double)portfolio.TotalValue,
             totalReturn = (double)(portfolio.TotalValue * portfolio.ReturnRate),
-            todayProfit = 0, // 实际应该计算
+            todayProfit = 0,
-            historicalChange = 42.82, // 实际应该计算
-            dailyVolatility = 1240.50, // 实际应该计算
             todayProfitCurrency = portfolio.Currency,
-            logicModel = "HFEA 风险平价逻辑", // 实际应该根据策略获取
+            positions = positions.Select(pos => new PositionItem
-            logicModelStatus = "监控中", // 实际应该根据策略状态获取
+            {
-            logicModelDescription = "目标权重 季度调仓", // 实际应该根据策略配置获取
+                id = pos.Id,
-            totalItems = positions.Count,
+                stockCode = pos.StockCode,
-            totalRatio = 100.0, // 所有持仓比例之和
+                stockName = pos.StockName,
-            positions = positionItems
+                amount = (int)pos.Shares,
+                averagePrice = (double)pos.AvgPrice,
+                currentPrice = (double)pos.AvgPrice, // 实际应该从市场数据获取
+                totalValue = (double)(pos.Shares * pos.AvgPrice),
+                profit = 0,
+                profitRate = 0,
+                currency = pos.Currency
+            }).ToList(),
+            transactions = transactions.Select(t => new TransactionItem
+            {
+                id = t.Id,
+                portfolioId = t.PortfolioId,
+                date = t.TransactionTime.ToString("yyyy-MM-dd"),
+                time = t.TransactionTime.ToString("HH:mm:ss"),
+                type = t.Type,
+                title = t.Title,
+                amount = (double)t.TotalAmount,
+                currency = t.Currency,
+                status = t.Status,
+                remark = t.Remark
+            }).ToList()
         };
     }
 

AssetManager.Services/StrategyService.cs

@@ -21,9 +21,6 @@ public class StrategyService : IStrategyService
             UserId = userId,
             Alias = request.name,
             Type = request.type,
-            Description = request.description,
-            Tags = System.Text.Json.JsonSerializer.Serialize(request.tags),
-            RiskLevel = request.riskLevel,
             Config = System.Text.Json.JsonSerializer.Serialize(request.parameters),
             CreatedAt = DateTime.Now,
             UpdatedAt = DateTime.Now
@@ -60,9 +57,6 @@ public class StrategyService : IStrategyService
 
         strategy.Alias = request.name;
         strategy.Type = request.type;
-        strategy.Description = request.description;
-        strategy.Tags = System.Text.Json.JsonSerializer.Serialize(request.tags);
-        strategy.RiskLevel = request.riskLevel;
         strategy.Config = System.Text.Json.JsonSerializer.Serialize(request.parameters);
         strategy.UpdatedAt = DateTime.Now;
 

README.md

@@ -72,110 +72,13 @@ AssetManager
 
 ## 📡 API 示例
 
-## 🎯 策略 API (Strategy API)
+### 创建策略 API
 
-### 1. 获取策略列表
+**请求 URL**: `POST /api/v1/strategies`
-
-**请求 URL**: `GET /api/v1/strategy/strategies`
-
-**请求头**:
-```
-Authorization: Bearer {token}
-```
-
-**响应示例**:
-
-```json
-{
-  "code": 200,
-  "data": [
-    {
-      "Id": "12345678-1234-1234-1234-1234567890ab",
-      "Title": "双均线策略",
-      "Type": "ma_trend",
-      "Description": "经典趋势跟踪策略",
-      "RiskLevel": "medium",
-      "Tags": ["趋势", "均线"],
-      "Parameters": {
-        "maType": "SMA",
-        "shortPeriod": 20,
-        "longPeriod": 60
-      },
-      "UserId": "user-123",
-      "CreatedAt": "2024-01-01T10:00:00",
-      "UpdatedAt": "2024-01-01T10:00:00"
-    },
-    {
-      "Id": "87654321-4321-4321-4321-210987654321",
-      "Title": "风险平价策略",
-      "Type": "risk_parity",
-      "Description": "资产配置策略",
-      "RiskLevel": "low",
-      "Tags": ["资产配置", "风险控制"],
-      "Parameters": {
-        "lookbackPeriod": 60,
-        "rebalanceThreshold": 0.05,
-        "assets": [
-          { "symbol": "AAPL", "targetWeight": 0.6 },
-          { "symbol": "BTC/USD", "targetWeight": 0.4 }
-        ]
-      },
-      "UserId": "user-123",
-      "CreatedAt": "2024-01-02T10:00:00",
-      "UpdatedAt": "2024-01-02T10:00:00"
-    }
-  ],
-  "message": "Success"
-}
-```
-
-### 2. 获取单个策略详情
-
-**请求 URL**: `GET /api/v1/strategy/{id}`
-
-**请求头**:
-```
-Authorization: Bearer {token}
-```
-
-**响应示例**:
-
-```json
-{
-  "code": 200,
-  "data": {
-    "Id": "12345678-1234-1234-1234-1234567890ab",
-    "Title": "双均线策略",
-    "Type": "ma_trend",
-    "Description": "经典趋势跟踪策略",
-    "RiskLevel": "medium",
-    "Tags": ["趋势", "均线"],
-    "Parameters": {
-      "maType": "SMA",
-      "shortPeriod": 20,
-      "longPeriod": 60
-    },
-    "UserId": "user-123",
-    "CreatedAt": "2024-01-01T10:00:00",
-    "UpdatedAt": "2024-01-01T10:00:00"
-  },
-  "message": "Success"
-}
-```
-
-### 3. 创建策略
-
-**请求 URL**: `POST /api/v1/strategy`
-
-**请求头**:
-```
-Authorization: Bearer {token}
-Content-Type: application/json
-```
 
 **请求体示例**:
 
-#### 3.1 创建双均线策略
+#### 1. 创建双均线策略
 
 ```json
 {
@@ -192,7 +95,7 @@ Content-Type: application/json
 }
 ```
 
-#### 3.2 创建风险平价策略
+#### 2. 创建风险平价策略
 
 ```json
 {
@@ -212,7 +115,7 @@ Content-Type: application/json
 }
 ```
 
-#### 3.3 创建吊灯止损策略
+#### 3. 创建吊灯止损策略
 
 ```json
 {
@@ -233,118 +136,12 @@ Content-Type: application/json
 
 ```json
 {
-  "code": 200,
+  "Id": "12345678-1234-1234-1234-1234567890ab",
-  "data": {
+  "Title": "双均线策略",
-    "Id": "12345678-1234-1234-1234-1234567890ab",
+  "Status": "created"
-    "Title": "双均线策略",
-    "Type": "ma_trend",
-    "Description": "经典趋势跟踪策略",
-    "RiskLevel": "medium",
-    "Tags": ["趋势", "均线"],
-    "Parameters": {
-      "maType": "SMA",
-      "shortPeriod": 20,
-      "longPeriod": 60
-    },
-    "UserId": "user-123",
-    "CreatedAt": "2024-01-01T10:00:00",
-    "UpdatedAt": "2024-01-01T10:00:00"
-  },
-  "message": "Strategy created successfully"
 }
 ```
 
-### 4. 更新策略
-
-**请求 URL**: `PUT /api/v1/strategy/{id}`
-
-**请求头**:
-```
-Authorization: Bearer {token}
-Content-Type: application/json
-```
-
-**请求体示例**:
-
-```json
-{
-  "name": "双均线策略（更新）",
-  "type": "ma_trend",
-  "description": "经典趋势跟踪策略",
-  "riskLevel": "medium",
-  "tags": ["趋势", "均线"],
-  "parameters": {
-    "maType": "EMA",
-    "shortPeriod": 15,
-    "longPeriod": 50
-  }
-}
-```
-
-**响应示例**:
-
-```json
-{
-  "code": 200,
-  "data": {
-    "Id": "12345678-1234-1234-1234-1234567890ab",
-    "Title": "双均线策略（更新）",
-    "Type": "ma_trend",
-    "Description": "经典趋势跟踪策略",
-    "RiskLevel": "medium",
-    "Tags": ["趋势", "均线"],
-    "Parameters": {
-      "maType": "EMA",
-      "shortPeriod": 15,
-      "longPeriod": 50
-    },
-    "UserId": "user-123",
-    "CreatedAt": "2024-01-01T10:00:00",
-    "UpdatedAt": "2024-01-15T14:30:00"
-  },
-  "message": "Strategy updated successfully"
-}
-```
-
-### 5. 删除策略
-
-**请求 URL**: `DELETE /api/v1/strategy/{id}`
-
-**请求头**:
-```
-Authorization: Bearer {token}
-```
-
-**响应示例**:
-
-```json
-{
-  "code": 200,
-  "data": {
-    "id": "12345678-1234-1234-1234-1234567890ab",
-    "status": "deleted"
-  },
-  "message": "Strategy deleted successfully"
-}
-```
-
-### 错误响应格式
-
-所有策略接口在发生错误时都会返回统一的错误格式：
-
-```json
-{
-  "code": 401,
-  "data": null,
-  "message": "用户未授权"
-}
-```
-
-**常见错误码**:
-- `401`: 用户未授权
-- `404`: 策略不存在
-- `500`: 服务器内部错误
-
 ## 💼 投资组合 API (Portfolio API)
 
 ### 1. 创建投资组合
@@ -493,56 +290,54 @@ Authorization: Bearer {token}
   "data": {
     "id": "port-abc12345",
     "name": "我的投资组合",
-    "currency": "CNY",
+    "currency": "USD",
-    "status": "记录中",
     "strategy": {
       "id": "strategy-123",
-      "name": "HFEA 风险平价逻辑",
+      "name": "双均线策略",
-      "description": "目标权重 季度调仓"
+      "description": "基于短期和长期移动平均线的趋势跟踪策略"
     },
-    "portfolioValue": 156240.00,
+    "portfolioValue": 30075.00,
-    "totalReturn": 0.4282,
+    "totalReturn": 0.15,
-    "todayProfit": 1240.50,
+    "todayProfit": 1250.50,
-    "historicalChange": 42.82,
+    "todayProfitCurrency": "USD",
-    "dailyVolatility": 1240.50,
-    "todayProfitCurrency": "CNY",
-    "logicModel": "HFEA 风险平价逻辑",
-    "logicModelStatus": "监控中",
-    "logicModelDescription": "目标权重 季度调仓",
-    "totalItems": 2,
-    "totalRatio": 100.0,
     "positions": [
       {
         "id": "pos-xyz12345",
-        "stockCode": "UPRO",
+        "stockCode": "AAPL",
-        "stockName": "UPRO",
+        "stockName": "Apple Inc.",
-        "symbol": "UPRO.US",
+        "amount": 100,
-        "amount": 142,
+        "averagePrice": 150.50,
-        "averagePrice": 500.00,
+        "currentPrice": 155.00,
-        "currentPrice": 605.00,
+        "totalValue": 15500.00,
-        "totalValue": 85932.00,
+        "profit": 450.00,
-        "profit": 12400.00,
+        "profitRate": 0.03,
-        "profitRate": 0.248,
+        "currency": "USD"
-        "changeAmount": 12400.00,
-        "ratio": 55.0,
-        "deviationRatio": 16.8,
-        "currency": "CNY"
       },
       {
         "id": "pos-xyz67890",
-        "stockCode": "TMF",
+        "stockCode": "MSFT",
-        "stockName": "TMF",
+        "stockName": "Microsoft Corp.",
-        "symbol": "TMF.US",
+        "amount": 50,
-        "amount": 800,
+        "averagePrice": 300.25,
-        "averagePrice": 90.00,
+        "currentPrice": 291.50,
-        "currentPrice": 87.89,
+        "totalValue": 14575.00,
-        "totalValue": 70308.00,
+        "profit": -437.50,
-        "profit": -3200.50,
+        "profitRate": -0.03,
-        "profitRate": -0.0445,
+        "currency": "USD"
-        "changeAmount": -3200.50,
+      }
-        "ratio": 45.0,
+    ],
-        "deviationRatio": -4.3,
+    "transactions": [
-        "currency": "CNY"
+      {
+        "id": "trans-abc12345",
+        "portfolioId": "port-abc12345",
+        "date": "2024-01-01",
+        "time": "10:30:00",
+        "type": "buy",
+        "title": "初始建仓",
+        "amount": 100,
+        "currency": "USD",
+        "status": "completed",
+        "remark": "初始建仓"
       }
     ]
   },
@@ -579,53 +374,29 @@ GET /api/v1/portfolio/transactions?portfolioId=port-abc12345&limit=10&offset=0
       {
         "id": "trans-abc12345",
         "portfolioId": "port-abc12345",
-        "date": "2024-02-14",
+        "date": "2024-01-15",
-        "time": "14:30",
+        "time": "14:30:00",
         "type": "buy",
-        "title": "定期定投 UPRO录入增加",
+        "title": "买入AAPL",
-        "amount": 500.00,
+        "amount": 50,
         "currency": "USD",
         "status": "completed",
-        "remark": "定期定投"
+        "remark": "加仓"
       },
       {
         "id": "trans-def67890",
         "portfolioId": "port-abc12345",
-        "date": "2024-01-01",
+        "date": "2024-01-10",
-        "time": "09:15",
+        "time": "10:15:00",
         "type": "sell",
-        "title": "季度再平衡 TMF结出减少 200股",
+        "title": "卖出MSFT",
-        "amount": 200.00,
+        "amount": 25,
         "currency": "USD",
         "status": "completed",
-        "remark": "季度再平衡"
+        "remark": "减仓"
-      },
-      {
-        "id": "trans-ghi78901",
-        "portfolioId": "port-abc12345",
-        "date": "2023-12-15",
-        "time": "10:00",
-        "type": "buy",
-        "title": "建仓买入录入增加",
-        "amount": 100000.00,
-        "currency": "CNY",
-        "status": "completed",
-        "remark": "建仓买入"
-      },
-      {
-        "id": "trans-jkl23456",
-        "portfolioId": "port-abc12345",
-        "date": "2023-12-10",
-        "time": "11:20",
-        "type": "buy",
-        "title": "建仓买入录入增加",
-        "amount": 50000.00,
-        "currency": "CNY",
-        "status": "completed",
-        "remark": "建仓买入"
       }
     ],
-    "total": 4,
+    "total": 25,
     "page": 1,
     "pageSize": 10
   },