update

app/data/schema.py

@@ -9,6 +9,17 @@ from app.utils.db import db_session
 
 
 SCHEMA_STATEMENTS: Iterable[str] = (
+    """
+    CREATE TABLE IF NOT EXISTS fetch_jobs (
+        id INTEGER PRIMARY KEY AUTOINCREMENT,
+        job_type TEXT NOT NULL,
+        status TEXT NOT NULL DEFAULT 'pending',
+        created_at TIMESTAMP NOT NULL DEFAULT CURRENT_TIMESTAMP,
+        updated_at TIMESTAMP NOT NULL DEFAULT CURRENT_TIMESTAMP,
+        error_msg TEXT,
+        metadata TEXT -- JSON object for additional info
+    );
+    """,
     """
     CREATE TABLE IF NOT EXISTS stock_basic (
       ts_code TEXT PRIMARY KEY,
@@ -515,17 +526,32 @@ def _missing_tables() -> List[str]:
     return [name for name in REQUIRED_TABLES if name not in existing]
 
 
-def initialize_database() -> MigrationResult:
+def initialize_database() -> None:
-    """Create tables and indexes required by the application."""
+    """Initialize the SQLite database with all required tables."""
+    with db_session() as session:
+        cursor = session.cursor()
         
-    missing = _missing_tables()
+        # 创建表
-    if not missing:
-        return MigrationResult(executed=0, skipped=True, missing_tables=[])
-
-    executed = 0
-    with db_session() as conn:
-        cursor = conn.cursor()
         for statement in SCHEMA_STATEMENTS:
-            cursor.executescript(statement)
+            try:
-            executed += 1
+                cursor.execute(statement)
-    return MigrationResult(executed=executed, skipped=False, missing_tables=missing)
+            except Exception as e:  # noqa: BLE001
+                print(f"初始化数据库时出错: {e}")
+                raise
+                
+        # 添加触发器以自动更新 updated_at 字段
+        try:
+            cursor.execute("""
+                CREATE TRIGGER IF NOT EXISTS update_fetch_jobs_timestamp
+                AFTER UPDATE ON fetch_jobs
+                BEGIN
+                    UPDATE fetch_jobs
+                    SET updated_at = CURRENT_TIMESTAMP
+                    WHERE id = NEW.id;
+                END;
+            """)
+        except Exception as e:  # noqa: BLE001
+            print(f"创建触发器时出错: {e}")
+            raise
+            
+        session.commit()

app/ingest/job_logger.py

@@ -0,0 +1,85 @@
+"""任务记录工具类。"""
+from __future__ import annotations
+
+import json
+from datetime import datetime
+from typing import Any, Dict, Optional
+
+from app.utils.db import db_session
+
+
+class JobLogger:
+    """任务记录器。"""
+    
+    def __init__(self, job_type: str) -> None:
+        """初始化任务记录器。
+        
+        Args:
+            job_type: 任务类型
+        """
+        self.job_type = job_type
+        self.job_id: Optional[int] = None
+        
+    def __enter__(self) -> "JobLogger":
+        """开始记录任务。"""
+        with db_session() as session:
+            cursor = session.execute(
+                """
+                INSERT INTO fetch_jobs (job_type, status, created_at, updated_at)
+                VALUES (?, 'running', CURRENT_TIMESTAMP, CURRENT_TIMESTAMP)
+                """,
+                (self.job_type,)
+            )
+            self.job_id = cursor.lastrowid
+            session.commit()
+        return self
+        
+    def __exit__(self, exc_type: Any, exc_val: Any, exc_tb: Any) -> None:
+        """结束任务记录。"""
+        if exc_val:
+            self.update_status("failed", str(exc_val))
+        else:
+            self.update_status("success")
+            
+    def update_status(self, status: str, error_msg: Optional[str] = None) -> None:
+        """更新任务状态。
+        
+        Args:
+            status: 新状态
+            error_msg: 错误信息（如果有）
+        """
+        if not self.job_id:
+            return
+            
+        with db_session() as session:
+            session.execute(
+                """
+                UPDATE fetch_jobs
+                SET status = ?,
+                    error_msg = ?,
+                    updated_at = CURRENT_TIMESTAMP
+                WHERE id = ?
+                """,
+                (status, error_msg, self.job_id)
+            )
+            session.commit()
+            
+    def update_metadata(self, metadata: Dict[str, Any]) -> None:
+        """更新任务元数据。
+        
+        Args:
+            metadata: 元数据字典
+        """
+        if not self.job_id:
+            return
+            
+        with db_session() as session:
+            session.execute(
+                """
+                UPDATE fetch_jobs
+                SET metadata = ?
+                WHERE id = ?
+                """,
+                (json.dumps(metadata), self.job_id)
+            )
+            session.commit()

app/ingest/tushare.py

@@ -227,6 +227,9 @@ def _fetch_paginated(endpoint: str, params: Dict[str, object], limit: int | None
     return merged
 
 
+from .job_logger import JobLogger
+
+
 @dataclass
 class FetchJob:
     name: str
@@ -1602,8 +1605,17 @@ def collect_data_coverage(start: date, end: date) -> Dict[str, Dict[str, object]
 
 
 def run_ingestion(job: FetchJob, include_limits: bool = True) -> None:
+    """运行数据拉取任务。
+
+    Args:
+        job: 任务配置
+        include_limits: 是否包含涨跌停数据
+    """
+    with JobLogger("TuShare数据获取") as logger:
         LOGGER.info("启动 TuShare 拉取任务：%s", job.name, extra=LOG_EXTRA)
+        
         try:
+            # 拉取基础数据
             ensure_data_coverage(
                 job.start,
                 job.end,
@@ -1612,25 +1624,39 @@ def run_ingestion(job: FetchJob, include_limits: bool = True) -> None:
                 include_extended=True,
                 force=True,
             )
-    except Exception as exc:
+            
-        alerts.add_warning("TuShare", f"拉取任务失败：{job.name}", str(exc))
+            # 记录任务元数据
-        raise
+            logger.update_metadata({
-    else:
+                "name": job.name,
+                "start": str(job.start),
+                "end": str(job.end),
+                "codes": len(job.ts_codes) if job.ts_codes else 0
+            })
+            
             alerts.clear_warnings("TuShare")
+            
+            # 对日线数据计算因子
             if job.granularity == "daily":
-            try:
                 LOGGER.info("开始计算因子：%s", job.name, extra=LOG_EXTRA)
+                try:
                     compute_factor_range(
                         job.start,
                         job.end,
                         ts_codes=job.ts_codes,
                         skip_existing=False,
                     )
-            except Exception as exc:
-                alerts.add_warning("Factors", f"因子计算失败：{job.name}", str(exc))
-                LOGGER.exception("因子计算失败 job=%s", job.name, extra=LOG_EXTRA)
-                raise
-            else:
                     alerts.clear_warnings("Factors")
+                except Exception as exc:
+                    LOGGER.exception("因子计算失败 job=%s", job.name, extra=LOG_EXTRA)
+                    alerts.add_warning("Factors", f"因子计算失败：{job.name}", str(exc))
+                    logger.update_status("failed", f"因子计算失败：{exc}")
+                    raise
                 LOGGER.info("因子计算完成：%s", job.name, extra=LOG_EXTRA)
+                alerts.clear_warnings("Factors")
+                
+        except Exception as exc:
+            LOGGER.exception("数据拉取失败 job=%s", job.name, extra=LOG_EXTRA)
+            alerts.add_warning("TuShare", f"拉取任务失败：{job.name}", str(exc))
+            logger.update_status("failed", f"数据拉取失败：{exc}")
+            raise
         LOGGER.info("任务 %s 完成", job.name, extra=LOG_EXTRA)

app/ui/portfolio_config.py

@@ -0,0 +1,159 @@
+"""Portfolio configuration UI components."""
+from __future__ import annotations
+
+import streamlit as st
+import numpy as np
+import pandas as pd
+
+from app.utils.portfolio_init import get_portfolio_config, update_portfolio_config
+
+
+def render_portfolio_config() -> None:
+    """渲染投资组合配置界面."""
+    st.title("投资组合配置")
+    
+    # 获取当前配置
+    config = get_portfolio_config()
+    
+    # 基本配置部分
+    st.header("基本配置")
+    col1, col2 = st.columns(2)
+    
+    with col1:
+        initial_capital = st.number_input(
+            "初始投资金额",
+            min_value=100000,
+            max_value=100000000,
+            value=int(config["initial_capital"]),
+            step=100000,
+            format="%d"
+        )
+        
+    with col2:
+        currency = st.selectbox(
+            "币种",
+            options=["CNY", "USD", "HKD"],
+            index=["CNY", "USD", "HKD"].index(config["currency"])
+        )
+        
+    # 仓位限制配置
+    st.header("仓位限制")
+    position_limits = config["position_limits"]
+    
+    col1, col2 = st.columns(2)
+    
+    with col1:
+        max_position = st.slider(
+            "单个持仓上限",
+            min_value=0.05,
+            max_value=0.50,
+            value=float(position_limits["max_position"]),
+            step=0.01,
+            format="%.2f",
+            help="单个股票最大持仓比例"
+        )
+        
+        min_position = st.slider(
+            "单个持仓下限",
+            min_value=0.01,
+            max_value=0.10,
+            value=float(position_limits["min_position"]),
+            step=0.01,
+            format="%.2f",
+            help="单个股票最小持仓比例"
+        )
+        
+    with col2:
+        max_total_positions = st.slider(
+            "最大持仓数",
+            min_value=5,
+            max_value=50,
+            value=int(position_limits["max_total_positions"]),
+            step=1,
+            help="投资组合中的最大股票数量"
+        )
+        
+        max_sector_exposure = st.slider(
+            "行业敞口上限",
+            min_value=0.20,
+            max_value=0.50,
+            value=float(position_limits["max_sector_exposure"]),
+            step=0.05,
+            format="%.2f",
+            help="单个行业的最大持仓比例"
+        )
+        
+    # 配置预览
+    st.header("当前配置概览")
+    df = pd.DataFrame([
+        ["初始资金", f"{initial_capital:,} {currency}"],
+        ["单个持仓上限", f"{max_position:.1%}"],
+        ["单个持仓下限", f"{min_position:.1%}"],
+        ["最大持仓数", max_total_positions],
+        ["行业敞口上限", f"{max_sector_exposure:.1%}"],
+    ], columns=["配置项", "当前值"])
+    
+    st.table(df.set_index("配置项"))
+    
+    # 保存按钮
+    if st.button("保存配置"):
+        try:
+            update_portfolio_config({
+                "initial_capital": initial_capital,
+                "currency": currency,
+                "position_limits": {
+                    "max_position": max_position,
+                    "min_position": min_position,
+                    "max_total_positions": max_total_positions,
+                    "max_sector_exposure": max_sector_exposure
+                }
+            })
+            st.success("配置已更新！")
+        except Exception as e:
+            st.error(f"配置更新失败：{str(e)}")
+            
+    # 投资组合限制可视化
+    st.header("仓位限制可视化")
+    
+    # 生成示例数据
+    example_positions = np.random.uniform(
+        min_position, 
+        max_position, 
+        min(max_total_positions, 10)
+    )
+    example_positions = example_positions / example_positions.sum()
+    
+    example_sectors = {
+        "科技": 0.30,
+        "金融": 0.25,
+        "消费": 0.20,
+        "医药": 0.15,
+        "其他": 0.10
+    }
+    
+    col1, col2 = st.columns(2)
+    
+    with col1:
+        st.subheader("示例持仓分布")
+        positions_df = pd.DataFrame({
+            "股票": [f"股票{i+1}" for i in range(len(example_positions))],
+            "持仓比例": example_positions
+        })
+        positions_df = positions_df.sort_values("持仓比例", ascending=True)
+        
+        st.bar_chart(
+            positions_df.set_index("股票")["持仓比例"],
+            use_container_width=True
+        )
+        
+    with col2:
+        st.subheader("示例行业分布")
+        sectors_df = pd.DataFrame({
+            "行业": list(example_sectors.keys()),
+            "敞口": list(example_sectors.values())
+        })
+        
+        st.bar_chart(
+            sectors_df.set_index("行业")["敞口"],
+            use_container_width=True
+        )

app/ui/streamlit_app.py

@@ -25,6 +25,7 @@ import streamlit as st
 from app.agents.base import AgentContext
 from app.agents.game import Decision
 from app.backtest.engine import BtConfig, run_backtest
+from app.ui.portfolio_config import render_portfolio_config
 from app.backtest.decision_env import DecisionEnv, ParameterSpec
 from app.data.schema import initialize_database
 from app.ingest.checker import run_boot_check
@@ -2667,10 +2668,79 @@ def render_tests() -> None:
                 st.write(response)
 
 
+def render_data_settings() -> None:
+    """渲染数据源配置界面."""
+    st.subheader("Tushare 数据源")
+    cfg = get_config()
+    
+    col1, col2 = st.columns(2)
+    with col1:
+        tushare_token = st.text_input(
+            "Tushare Token",
+            value=cfg.tushare_token or "",
+            type="password",
+            help="从 tushare.pro 获取的 API token"
+        )
+        
+    with col2:
+        auto_update = st.checkbox(
+            "启动时自动更新数据",
+            value=cfg.auto_update_data,
+            help="启动应用时自动检查并更新数据"
+        )
+        
+    update_interval = st.slider(
+        "数据更新间隔(天)",
+        min_value=1,
+        max_value=30,
+        value=cfg.data_update_interval,
+        help="自动更新时检查的数据时间范围"
+    )
+    
+    if st.button("保存数据源配置"):
+        cfg.tushare_token = tushare_token
+        cfg.auto_update_data = auto_update
+        cfg.data_update_interval = update_interval
+        save_config(cfg)
+        st.success("数据源配置已更新！")
+        
+    st.divider()
+    st.subheader("数据更新记录")
+    
+    with db_session() as session:
+        df = pd.read_sql_query(
+            """
+            SELECT job_type, status, created_at, updated_at, error_msg
+            FROM fetch_jobs 
+            ORDER BY created_at DESC 
+            LIMIT 50
+            """,
+            session
+        )
+        
+    if not df.empty:
+        df["duration"] = (df["updated_at"] - df["created_at"]).dt.total_seconds().round(2)
+        df = df.drop(columns=["updated_at"])
+        df = df.rename(columns={
+            "job_type": "数据类型",
+            "status": "状态",
+            "created_at": "开始时间",
+            "error_msg": "错误信息",
+            "duration": "耗时(秒)"
+        })
+        st.dataframe(df, width='stretch')
+    else:
+        st.info("暂无数据更新记录")
+
+
 def main() -> None:
     LOGGER.info("初始化 Streamlit UI", extra=LOG_EXTRA)
     st.set_page_config(page_title="多智能体个人投资助理", layout="wide")
     
+    # 确保数据库表已创建
+    from app.data.schema import initialize_database
+    initialize_database()
+    
     # 检查是否需要自动更新数据
     cfg = get_config()
     if cfg.auto_update_data:
@@ -2713,7 +2783,18 @@ def main() -> None:
     with tabs[1]:
         render_log_viewer()
     with tabs[2]:
+        st.header("系统设置")
+        settings_tabs = st.tabs(["基本配置", "投资组合", "数据源"])
+        
+        with settings_tabs[0]:
             render_settings()
+            
+        with settings_tabs[1]:
+            from app.ui.portfolio_config import render_portfolio_config
+            render_portfolio_config()
+            
+        with settings_tabs[2]:
+            render_data_settings()
     with tabs[3]:
         render_tests()
 

app/utils/config.py

@@ -39,6 +39,18 @@ class DataPaths:
         self.config_file = config_path
 
 
+@dataclass
+class PortfolioSettings:
+    """Portfolio configuration settings."""
+    
+    initial_capital: float = 1000000  # 默认100万
+    currency: str = "CNY"  # 默认人民币
+    max_position: float = 0.2  # 单个持仓上限 20%
+    min_position: float = 0.02  # 单个持仓下限 2%
+    max_total_positions: int = 20  # 最大持仓数
+    max_sector_exposure: float = 0.35  # 行业敞口上限 35%
+
+
 @dataclass
 class AgentWeights:
     """Default weighting for decision agents."""
@@ -340,9 +352,11 @@ class AppConfig:
     agent_weights: AgentWeights = field(default_factory=AgentWeights)
     force_refresh: bool = False
     auto_update_data: bool = False
+    data_update_interval: int = 7  # 数据更新间隔（天）
     llm_providers: Dict[str, LLMProvider] = field(default_factory=_default_llm_providers)
     llm: LLMConfig = field(default_factory=LLMConfig)
     departments: Dict[str, DepartmentSettings] = field(default_factory=_default_departments)
+    portfolio: PortfolioSettings = field(default_factory=PortfolioSettings)
 
     def resolve_llm(self, route: Optional[str] = None) -> LLMConfig:
         return self.llm

app/utils/portfolio.py

@@ -7,6 +7,7 @@ from typing import Any, Dict, Iterable, List, Optional
 
 from .db import db_session
 from .logging import get_logger
+from .portfolio_init import get_portfolio_config
 
 LOGGER = get_logger(__name__)
 LOG_EXTRA = {"stage": "portfolio"}
@@ -169,8 +170,11 @@ class PortfolioSnapshot:
 
 
 def get_latest_snapshot() -> Optional[PortfolioSnapshot]:
-    """Fetch the most recent portfolio snapshot."""
+    """Fetch the most recent portfolio snapshot.
     
+    Returns:
+        最新的投资组合快照，如果没有数据则返回初始快照（仅包含初始资金）
+    """
     sql = """
     SELECT trade_date, total_value, cash, invested_value, unrealized_pnl,
            realized_pnl, net_flow, exposure, notes, metadata
@@ -186,7 +190,22 @@ def get_latest_snapshot() -> Optional[PortfolioSnapshot]:
             return None
 
     if not row:
-        return None
+        # 如果没有快照，返回初始状态（只有初始资金）
+        config = get_portfolio_config()
+        initial_capital = config["initial_capital"]
+        return PortfolioSnapshot(
+            trade_date="",  # 空日期表示初始状态
+            total_value=initial_capital,
+            cash=initial_capital,
+            invested_value=0.0,
+            unrealized_pnl=0.0,
+            realized_pnl=0.0,
+            net_flow=0.0,
+            exposure=0.0,
+            notes="Initial portfolio state",
+            metadata={"initial_capital": initial_capital, "currency": config["currency"]},
+        )
+        
     return PortfolioSnapshot(
         trade_date=row["trade_date"],
         total_value=row["total_value"],

app/utils/portfolio_init.py

@@ -0,0 +1,149 @@
+"""Initialize portfolio database tables."""
+from __future__ import annotations
+
+import json
+from typing import Any
+
+from .logging import get_logger
+from .config import get_config
+
+
+LOGGER = get_logger(__name__)
+LOG_EXTRA = {"stage": "portfolio_init"}
+
+
+def get_portfolio_config() -> dict[str, Any]:
+    """获取投资组合配置.
+    
+    Returns:
+        包含以下字段的字典:
+        - initial_capital: 初始投资金额
+        - currency: 货币类型
+        - position_limits: 仓位限制
+    """
+    config = get_config()
+    settings = config.portfolio if hasattr(config, "portfolio") else None
+    
+    if not settings:
+        from .config import PortfolioSettings
+        settings = PortfolioSettings()
+    
+    return {
+        "initial_capital": settings.initial_capital,
+        "currency": settings.currency,
+        "position_limits": {
+            "max_position": settings.max_position,
+            "min_position": settings.min_position,
+            "max_total_positions": settings.max_total_positions,
+            "max_sector_exposure": settings.max_sector_exposure
+        }
+    }
+
+def update_portfolio_config(updates: dict[str, Any]) -> None:
+    """更新投资组合配置.
+    
+    Args:
+        updates: 要更新的配置项字典
+    """
+    from .config import get_config, save_config, PortfolioSettings
+    
+    # 获取当前配置
+    config = get_config()
+    
+    # 创建新的投资组合设置
+    portfolio = PortfolioSettings(
+        initial_capital=updates["initial_capital"],
+        currency=updates["currency"],
+        max_position=updates["position_limits"]["max_position"],
+        min_position=updates["position_limits"]["min_position"],
+        max_total_positions=updates["position_limits"]["max_total_positions"],
+        max_sector_exposure=updates["position_limits"]["max_sector_exposure"]
+    )
+    
+    # 更新配置
+    config.portfolio = portfolio
+    save_config(config)
+
+
+
+SCHEMA_STATEMENTS = [
+    # 投资池表
+    """
+    CREATE TABLE IF NOT EXISTS investment_pool (
+        trade_date TEXT,
+        ts_code TEXT,
+        score REAL,
+        status TEXT,
+        rationale TEXT,
+        tags TEXT,  -- JSON array
+        metadata TEXT,  -- JSON object
+        PRIMARY KEY (trade_date, ts_code)
+    )
+    """,
+    
+    # 数据获取任务表
+    """
+    CREATE TABLE IF NOT EXISTS fetch_jobs (
+        id INTEGER PRIMARY KEY AUTOINCREMENT,
+        job_type TEXT NOT NULL,
+        status TEXT NOT NULL,
+        created_at TIMESTAMP NOT NULL DEFAULT CURRENT_TIMESTAMP,
+        updated_at TIMESTAMP NOT NULL DEFAULT CURRENT_TIMESTAMP,
+        error_msg TEXT,
+        metadata TEXT  -- JSON object for additional info
+    )
+    );
+    """,
+    
+    # 持仓表
+    """
+    CREATE TABLE IF NOT EXISTS portfolio_positions (
+        id INTEGER PRIMARY KEY AUTOINCREMENT,
+        ts_code TEXT NOT NULL,
+        opened_date TEXT NOT NULL,
+        closed_date TEXT,
+        quantity REAL NOT NULL,
+        cost_price REAL NOT NULL,
+        market_price REAL,
+        market_value REAL,
+        realized_pnl REAL DEFAULT 0,
+        unrealized_pnl REAL DEFAULT 0,
+        target_weight REAL,
+        status TEXT NOT NULL DEFAULT 'open',
+        notes TEXT,
+        metadata TEXT  -- JSON object
+    );
+    """,
+    
+    # 投资组合快照表
+    """
+    CREATE TABLE IF NOT EXISTS portfolio_snapshots (
+        trade_date TEXT PRIMARY KEY,
+        total_value REAL,
+        cash REAL,
+        invested_value REAL,
+        unrealized_pnl REAL,
+        realized_pnl REAL,
+        net_flow REAL,
+        exposure REAL,
+        notes TEXT,
+        metadata TEXT  -- JSON object
+    );
+    """,
+]
+
+
+def initialize_database_schema() -> None:
+    """Create database tables if they don't exist."""
+    from .db import db_session
+    
+    with db_session() as conn:
+        for statement in SCHEMA_STATEMENTS:
+            try:
+                conn.execute(statement)
+            except Exception:  # noqa: BLE001
+                LOGGER.exception(
+                    "执行 schema 语句失败",
+                    extra={"sql": statement, **LOG_EXTRA}
+                )
+                raise

tests/test_portfolio_config.py

@@ -0,0 +1,57 @@
+"""Test portfolio configuration and initialization."""
+from unittest.mock import patch, MagicMock
+
+from app.utils.portfolio import get_latest_snapshot
+from app.utils.db import db_session
+
+
+def test_default_portfolio_config():
+    """Test default portfolio configuration."""
+    # Mock db_session as a context manager
+    mock_session = MagicMock()
+    mock_session.__enter__ = MagicMock(return_value=mock_session)
+    mock_session.__exit__ = MagicMock(return_value=None)
+    
+    # Mock the database query result
+    mock_session.execute.return_value.fetchone.return_value = None
+    
+    # 使用默认配置
+    with patch("app.utils.portfolio.get_portfolio_config") as mock_config, \
+         patch("app.utils.portfolio.db_session", return_value=mock_session):
+        mock_config.return_value = {
+            "initial_capital": 1000000,
+            "currency": "CNY"
+        }
+        
+        snapshot = get_latest_snapshot()
+        assert snapshot is not None
+        assert snapshot.total_value == 1000000
+        assert snapshot.cash == 1000000
+        assert snapshot.metadata["initial_capital"] == 1000000
+        assert snapshot.metadata["currency"] == "CNY"
+
+
+def test_custom_portfolio_config():
+    """Test custom portfolio configuration."""
+    # Mock db_session as a context manager
+    mock_session = MagicMock()
+    mock_session.__enter__ = MagicMock(return_value=mock_session)
+    mock_session.__exit__ = MagicMock(return_value=None)
+    
+    # Mock the database query result
+    mock_session.execute.return_value.fetchone.return_value = None
+    
+    # 使用自定义配置
+    with patch("app.utils.portfolio.get_portfolio_config") as mock_config, \
+         patch("app.utils.portfolio.db_session", return_value=mock_session):
+        mock_config.return_value = {
+            "initial_capital": 2000000,
+            "currency": "USD"
+        }
+        
+        snapshot = get_latest_snapshot()
+        assert snapshot is not None
+        assert snapshot.total_value == 2000000
+        assert snapshot.cash == 2000000
+        assert snapshot.metadata["initial_capital"] == 2000000
+        assert snapshot.metadata["currency"] == "USD"