feat(策略): 添加策略描述、标签和风险等级字段

扩展策略模型，新增描述、标签(JSON数组)和风险等级字段更新策略服务以处理新增字段修改策略DTO和控制器返回更详细的策略信息更新API文档示例
refactor: 移除投资组合详情中的交易记录功能
2026-03-02 17:13:16 +08:00 · 2026-03-02 15:37:06 +08:00
8 changed files with 427 additions and 110 deletions
--- a/AssetManager.API/Controllers/PortfolioController.cs
+++ b/AssetManager.API/Controllers/PortfolioController.cs
@ -22,6 +22,7 @@ public class PortfolioController : ControllerBase
        _portfolioService = portfolioService;
    }

+
    private string GetCurrentUserId()
    {
        return User.FindFirst(ClaimTypes.NameIdentifier)?.Value;
--- a/AssetManager.API/Controllers/StrategyController.cs
+++ b/AssetManager.API/Controllers/StrategyController.cs
@ -28,6 +28,33 @@ 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>
@ -36,7 +63,7 @@ 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<Strategy>>> GetStrategies()
+    public ActionResult<ApiResponse<List<StrategyListItemDTO>>> GetStrategies()
    {
        try
        {
@ -44,13 +71,14 @@ 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<Strategy>>
+            return Ok(new ApiResponse<List<StrategyListItemDTO>>
            {
                code = AssetManager.Models.StatusCodes.Success,
-                data = strategies,
+                data = strategyListItems,
                message = "Success"
            });
        }
@ -58,7 +86,7 @@ public class StrategyController : ControllerBase
        {
            _logger.LogError(ex, "Error retrieving strategies");
            
-            return StatusCode(AssetManager.Models.StatusCodes.InternalServerError, new ApiResponse<List<Strategy>>
+            return StatusCode(AssetManager.Models.StatusCodes.InternalServerError, new ApiResponse<List<StrategyListItemDTO>>
            {
                code = AssetManager.Models.StatusCodes.InternalServerError,
                data = null,
@ -76,7 +104,7 @@ 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<Strategy>> GetStrategyById(string id)
+    public ActionResult<ApiResponse<StrategyListItemDTO>> GetStrategyById(string id)
    {
        try
        {
@ -84,13 +112,14 @@ 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<Strategy>
+            return Ok(new ApiResponse<StrategyListItemDTO>
            {
                code = AssetManager.Models.StatusCodes.Success,
-                data = strategy,
+                data = strategyItem,
                message = "Success"
            });
        }
@ -98,7 +127,7 @@ public class StrategyController : ControllerBase
        {
            _logger.LogError(ex, $"Error retrieving strategy {id}");
            
-            return StatusCode(AssetManager.Models.StatusCodes.InternalServerError, new ApiResponse<Strategy>
+            return StatusCode(AssetManager.Models.StatusCodes.InternalServerError, new ApiResponse<StrategyListItemDTO>
            {
                code = AssetManager.Models.StatusCodes.InternalServerError,
                data = null,
@ -116,7 +145,7 @@ public class StrategyController : ControllerBase
    /// 此接口用于创建新的策略。
    /// </remarks>
    [HttpPost]
-    public ActionResult<ApiResponse<Strategy>> CreateStrategy([FromBody] CreateStrategyRequest request)
+    public ActionResult<ApiResponse<StrategyListItemDTO>> CreateStrategy([FromBody] CreateStrategyRequest request)
    {
        try
        {
@ -124,13 +153,14 @@ 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<Strategy>
+            return Ok(new ApiResponse<StrategyListItemDTO>
            {
                code = AssetManager.Models.StatusCodes.Success,
-                data = strategy,
+                data = strategyItem,
                message = "Strategy created successfully"
            });
        }
@ -138,7 +168,7 @@ public class StrategyController : ControllerBase
        {
            _logger.LogError(ex, "Error creating strategy");
            
-            return StatusCode(AssetManager.Models.StatusCodes.InternalServerError, new ApiResponse<Strategy>
+            return StatusCode(AssetManager.Models.StatusCodes.InternalServerError, new ApiResponse<StrategyListItemDTO>
            {
                code = AssetManager.Models.StatusCodes.InternalServerError,
                data = null,
@ -157,7 +187,7 @@ public class StrategyController : ControllerBase
    /// 此接口用于更新指定策略的信息。
    /// </remarks>
    [HttpPut("{id}")]
-    public ActionResult<ApiResponse<Strategy>> UpdateStrategy(string id, [FromBody] UpdateStrategyRequest request)
+    public ActionResult<ApiResponse<StrategyListItemDTO>> UpdateStrategy(string id, [FromBody] UpdateStrategyRequest request)
    {
        try
        {
@ -165,13 +195,14 @@ 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<Strategy>
+            return Ok(new ApiResponse<StrategyListItemDTO>
            {
                code = AssetManager.Models.StatusCodes.Success,
-                data = strategy,
+                data = strategyItem,
                message = "Strategy updated successfully"
            });
        }
@ -179,7 +210,7 @@ public class StrategyController : ControllerBase
        {
            _logger.LogError(ex, $"Error updating strategy {id}");
            
-            return StatusCode(AssetManager.Models.StatusCodes.InternalServerError, new ApiResponse<Strategy>
+            return StatusCode(AssetManager.Models.StatusCodes.InternalServerError, new ApiResponse<StrategyListItemDTO>
            {
                code = AssetManager.Models.StatusCodes.InternalServerError,
                data = null,
--- a/AssetManager.Data/Strategy.cs
+++ b/AssetManager.Data/Strategy.cs
@ -32,6 +32,24 @@ 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>
--- a/AssetManager.Models/DTOs/PortfolioDTO.cs
+++ b/AssetManager.Models/DTOs/PortfolioDTO.cs
@ -32,13 +32,20 @@ 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
@ -53,12 +60,16 @@ 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; }
 }

--- a/AssetManager.Models/DTOs/StrategyDTO.cs
+++ b/AssetManager.Models/DTOs/StrategyDTO.cs
@ -71,7 +71,6 @@ 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
@ -85,6 +84,9 @@ 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; }
 }

@ -93,3 +95,17 @@ 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; }
+}
--- a/AssetManager.Services/PortfolioService.cs
+++ b/AssetManager.Services/PortfolioService.cs
@ -137,53 +137,58 @@ public class PortfolioService : IPortfolioService
            .Where(pos => pos.PortfolioId == id)
            .ToList();

-        var transactions = _db.Queryable<Transaction>()
-            .Where(t => t.PortfolioId == id)
-            .OrderByDescending(t => t.TransactionTime)
-            .Take(5)
-            .ToList();
+        var totalValue = (double)portfolio.TotalValue;
+        var positionItems = positions.Select(pos => 
+        {
+            var positionValue = (double)(pos.Shares * pos.AvgPrice);
+            var ratio = totalValue > 0 ? (positionValue / totalValue) * 100 : 0;
+            // 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", // 实际应该从策略表获取
+                name = "策略名称",
                description = "策略描述"
            },
-            portfolioValue = (double)portfolio.TotalValue,
+            portfolioValue = totalValue,
            totalReturn = (double)(portfolio.TotalValue * portfolio.ReturnRate),
-            todayProfit = 0,
+            todayProfit = 0, // 实际应该计算
+            historicalChange = 42.82, // 实际应该计算
+            dailyVolatility = 1240.50, // 实际应该计算
            todayProfitCurrency = portfolio.Currency,
-            positions = positions.Select(pos => new PositionItem
-            {
-                id = pos.Id,
-                stockCode = pos.StockCode,
-                stockName = pos.StockName,
-                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()
+            logicModel = "HFEA 风险平价逻辑", // 实际应该根据策略获取
+            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
+            totalItems = positions.Count,
+            totalRatio = 100.0, // 所有持仓比例之和
+            positions = positionItems
        };
    }

--- a/AssetManager.Services/StrategyService.cs
+++ b/AssetManager.Services/StrategyService.cs
@ -21,6 +21,9 @@ 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
@ -57,6 +60,9 @@ 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;

--- a/README.md
+++ b/README.md
@ -72,13 +72,110 @@ AssetManager

 ## 📡 API 示例

-### 创建策略 API
+## 🎯 策略 API (Strategy API)

-**请求 URL**: `POST /api/v1/strategies`
+### 1. 获取策略列表
+
+**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**:

-#### 1. 创建双均线策略
+#### 3.1 创建双均线策略

 ```json
 {
@ -95,7 +192,7 @@ AssetManager
 }
 ```

-#### 2. 创建风险平价策略
+#### 3.2 创建风险平价策略

 ```json
 {
@ -115,7 +212,7 @@ AssetManager
 }
 ```

-#### 3. 创建吊灯止损策略
+#### 3.3 创建吊灯止损策略

 ```json
 {
@ -136,12 +233,118 @@ AssetManager

 ```json
 {
-  "Id": "12345678-1234-1234-1234-1234567890ab",
-  "Title": "双均线策略",
-  "Status": "created"
+  "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": "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
@ -290,54 +493,56 @@ Authorization: Bearer {token}
  "data": {
    "id": "port-abc12345",
    "name": "我的投资组合",
-    "currency": "USD",
+    "currency": "CNY",
+    "status": "记录中",
    "strategy": {
      "id": "strategy-123",
-      "name": "双均线策略",
-      "description": "基于短期和长期移动平均线的趋势跟踪策略"
+      "name": "HFEA 风险平价逻辑",
+      "description": "目标权重 季度调仓"
    },
-    "portfolioValue": 30075.00,
-    "totalReturn": 0.15,
-    "todayProfit": 1250.50,
-    "todayProfitCurrency": "USD",
+    "portfolioValue": 156240.00,
+    "totalReturn": 0.4282,
+    "todayProfit": 1240.50,
+    "historicalChange": 42.82,
+    "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": "AAPL",
-        "stockName": "Apple Inc.",
-        "amount": 100,
-        "averagePrice": 150.50,
-        "currentPrice": 155.00,
-        "totalValue": 15500.00,
-        "profit": 450.00,
-        "profitRate": 0.03,
-        "currency": "USD"
+        "stockCode": "UPRO",
+        "stockName": "UPRO",
+        "symbol": "UPRO.US",
+        "amount": 142,
+        "averagePrice": 500.00,
+        "currentPrice": 605.00,
+        "totalValue": 85932.00,
+        "profit": 12400.00,
+        "profitRate": 0.248,
+        "changeAmount": 12400.00,
+        "ratio": 55.0,
+        "deviationRatio": 16.8,
+        "currency": "CNY"
      },
      {
        "id": "pos-xyz67890",
-        "stockCode": "MSFT",
-        "stockName": "Microsoft Corp.",
-        "amount": 50,
-        "averagePrice": 300.25,
-        "currentPrice": 291.50,
-        "totalValue": 14575.00,
-        "profit": -437.50,
-        "profitRate": -0.03,
-        "currency": "USD"
-      }
-    ],
-    "transactions": [
-      {
-        "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"
+        "stockCode": "TMF",
+        "stockName": "TMF",
+        "symbol": "TMF.US",
+        "amount": 800,
+        "averagePrice": 90.00,
+        "currentPrice": 87.89,
+        "totalValue": 70308.00,
+        "profit": -3200.50,
+        "profitRate": -0.0445,
+        "changeAmount": -3200.50,
+        "ratio": 45.0,
+        "deviationRatio": -4.3,
+        "currency": "CNY"
      }
    ]
  },
@ -374,29 +579,53 @@ GET /api/v1/portfolio/transactions?portfolioId=port-abc12345&limit=10&offset=0
      {
        "id": "trans-abc12345",
        "portfolioId": "port-abc12345",
-        "date": "2024-01-15",
-        "time": "14:30:00",
+        "date": "2024-02-14",
+        "time": "14:30",
        "type": "buy",
-        "title": "买入AAPL",
-        "amount": 50,
+        "title": "定期定投 UPRO录入增加",
+        "amount": 500.00,
        "currency": "USD",
        "status": "completed",
-        "remark": "加仓"
+        "remark": "定期定投"
      },
      {
        "id": "trans-def67890",
        "portfolioId": "port-abc12345",
-        "date": "2024-01-10",
-        "time": "10:15:00",
+        "date": "2024-01-01",
+        "time": "09:15",
        "type": "sell",
-        "title": "卖出MSFT",
-        "amount": 25,
+        "title": "季度再平衡 TMF结出减少 200股",
+        "amount": 200.00,
        "currency": "USD",
        "status": "completed",
-        "remark": "减仓"
+        "remark": "季度再平衡"
+      },
+      {
+        "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": 25,
+    "total": 4,
    "page": 1,
    "pageSize": 10
  },