diff --git a/lib/common/static/hedge_plan.js b/lib/common/static/hedge_plan.js
index 577597e..e41caa6 100644
--- a/lib/common/static/hedge_plan.js
+++ b/lib/common/static/hedge_plan.js
@@ -9,6 +9,7 @@
     tab: "perp_options",
     mode: "perp_options",
     underlying: root.getAttribute("data-default-underly") || "ETH",
+    moneyFilter: "all",
     chain: null,
     selected: null,
     legA: null,
@@ -34,10 +35,71 @@
     return Number(v).toFixed(d == null ? 2 : d);
   }
 
+  function fmtOptionPx(v, tickSz) {
+    if (v === null || v === undefined || Number.isNaN(Number(v))) return "—";
+    const n = Number(v);
+    const tick = Number(tickSz);
+    if (!tickSz || Number.isNaN(tick) || tick <= 0) {
+      return String(n).replace(/(\.\d*?[1-9])0+$/, "$1").replace(/\.0+$/, "");
+    }
+    let decimals = 0;
+    if (tick < 1) decimals = Math.max(0, -Math.round(Math.log10(tick)));
+    else if (String(tick).indexOf(".") >= 0) decimals = String(tick).split(".")[1].length;
+    let s = n.toFixed(decimals).replace(/\.?0+$/, "");
+    return s || "0";
+  }
+
+  /** 价格/流动性(张),价格按 tick_sz 对齐交易所精度. */
+  function fmtPxSz(px, sz, estimated, tickSz) {
+    if (px === null || px === undefined || Number.isNaN(Number(px))) return "—";
+    let price = fmtOptionPx(px, tickSz);
+    if (price === "—") return "—";
+    if (estimated) price += "~";
+    if (sz === null || sz === undefined || sz === "" || Number.isNaN(Number(sz))) return price;
+    const s = Number(sz);
+    const size = Math.abs(s - Math.round(s)) < 1e-9 ? String(Math.round(s)) : String(s);
+    return price + "/" + size;
+  }
+
+  function moneynessBadge(c) {
+    const m = (c && c.moneyness) || "";
+    const label = (c && c.moneyness_label) || "—";
+    return '<span class="opt-moneyness opt-moneyness-' + m + '">' + label + "</span>";
+  }
+
+  function matchesMoneyFilter(c) {
+    const f = state.moneyFilter || "all";
+    if (f === "all") return true;
+    const m = (c.moneyness || "").toLowerCase();
+    if (f === "itm") return m === "itm" || m === "atm";
+    if (f === "otm") return m === "otm";
+    return true;
+  }
+
   function optTypeForDirection(dir) {
     return dir === "short" ? "C" : "P";
   }
 
+  function syncUnderlyingUI() {
+    const uly = state.underlying || "ETH";
+    document.querySelectorAll(".hp-uly-btn, .hp-uly-btn-oo").forEach(function (b) {
+      const on = b.getAttribute("data-uly") === uly;
+      b.classList.toggle("active", on);
+      b.setAttribute("aria-pressed", on ? "true" : "false");
+    });
+    const lab = $("hp-perp-uly-label");
+    if (lab) lab.textContent = uly;
+    const ooLab = $("hp-oo-uly-label");
+    if (ooLab) ooLab.textContent = uly;
+  }
+
+  function syncMoneyUI() {
+    document.querySelectorAll(".hp-money-btn").forEach(function (b) {
+      const on = b.getAttribute("data-money") === state.moneyFilter;
+      b.classList.toggle("active", on);
+    });
+  }
+
   function syncTabUI() {
     const tab = state.tab || "perp_options";
     document.querySelectorAll(".hp-tab").forEach(function (b) {
@@ -58,10 +120,6 @@
     }
   }
 
-  function syncModeUI() {
-    syncTabUI();
-  }
-
   function setGateLine(gates) {
     const el = $("hp-gate-line");
     if (!el) return;
@@ -80,6 +138,23 @@
     if (start) start.disabled = !gates.can_start;
   }
 
+  function setOptionsBalance(chain) {
+    const acct = (chain && chain.options_account) || {};
+    const label = (chain && chain.account_label) || acct.label || "期权账户";
+    const tag = $("hp-opt-acct-tag");
+    if (tag) tag.textContent = label;
+    const line =
+      label +
+      " · 交易 USDC " +
+      fmt(acct.trading_usdc, 2) +
+      " · 资金 USDC " +
+      fmt(acct.funding_usdc, 2);
+    const el = $("hp-opt-bal-line");
+    if (el) el.textContent = line;
+    const oo = $("hp-oo-bal-line");
+    if (oo) oo.textContent = line;
+  }
+
   async function loadGates() {
     try {
       const d = await apiJson("/api/hedge-plan/gates?plan_type=" + encodeURIComponent(state.mode));
@@ -99,10 +174,19 @@
     );
     state.market = d;
     setGateLine(d.gates);
+    const acctLabel = d.account_label || "合约账户";
+    const tag = $("hp-perp-acct-tag");
+    if (tag) tag.textContent = acctLabel;
     const q = $("hp-perp-quote");
     if (q) {
       q.innerHTML =
-        "标记 <strong>" +
+        "<strong>" +
+        (d.base || state.underlying) +
+        "</strong> · " +
+        acctLabel +
+        "可用 <strong>" +
+        fmt(d.available_usdt, 2) +
+        "</strong> U<br/>标记 <strong>" +
         fmt(d.mark, 2) +
         "</strong> · 最新 " +
         fmt(d.last, 2) +
@@ -110,18 +194,17 @@
         fmt(d.ask, 2) +
         " · 买一 " +
         fmt(d.bid, 2) +
-        "<br/>面值 " +
-        fmt(d.contract_size, 4) +
-        " · 可用 " +
-        fmt(d.available_usdt, 2) +
-        " U";
+        " · 面值 " +
+        fmt(d.contract_size, 4);
     }
     const sz = $("hp-sizing-line");
     if (sz) {
       if (d.full_margin_sizing) {
         const s = d.full_margin_sizing;
         sz.textContent =
-          "全仓建议:保证金 " +
+          "全仓建议(" +
+          acctLabel +
+          "):保证金 " +
           fmt(s.margin_capital, 2) +
           "U × " +
           s.leverage +
@@ -166,10 +249,15 @@
       "/api/hedge-plan/options-chain?underlying=" + encodeURIComponent(state.underlying)
     );
     state.chain = d;
+    const uly = d.underlying || state.underlying;
     const idx = $("hp-index-line");
-    if (idx) idx.textContent = "指数 " + fmt(d.index_px, 2) + " · " + (d.inst_family || "");
+    if (idx) {
+      idx.textContent =
+        "指数 " + uly + " " + fmt(d.index_px, 2) + " · " + (d.inst_family || "") + " · 实值含平值 · 虚值=价外";
+    }
     const ooIdx = $("hp-oo-index");
-    if (ooIdx) ooIdx.textContent = "指数 " + fmt(d.index_px, 2);
+    if (ooIdx) ooIdx.textContent = "指数 " + uly + " " + fmt(d.index_px, 2);
+    setOptionsBalance(d);
     fillExpSelect($("hp-exp-select"), d);
     fillExpSelect($("hp-oo-exp-select"), d);
     renderListStrikes();
@@ -194,13 +282,14 @@
     const dir = ($("hp-direction") && $("hp-direction").value) || "long";
     const want = optTypeForDirection(dir);
     const exp = currentExp("hp-exp-select");
+    const prevInst = state.selected && state.selected.inst_id;
     tbody.innerHTML = "";
     if (!exp) {
       tbody.innerHTML = '<tr><td colspan="5" class="muted">请选择到期日</td></tr>';
       return;
     }
     const list = (exp.contracts || []).filter(function (c) {
-      return String(c.opt_type || "").toUpperCase() === want;
+      return String(c.opt_type || "").toUpperCase() === want && matchesMoneyFilter(c);
     });
     if (!list.length) {
       tbody.innerHTML = '<tr><td colspan="5" class="muted">无匹配合约</td></tr>';
@@ -208,16 +297,21 @@
     }
     list.forEach(function (c) {
       const tr = document.createElement("tr");
+      tr.className = "opt-strike-row" + (c.moneyness ? " opt-row-" + c.moneyness : "");
+      if (prevInst && c.inst_id === prevInst) tr.classList.add("opt-row-selected");
+      tr.setAttribute("data-inst", c.inst_id);
       tr.innerHTML =
         "<td>" +
         c.strike +
         "</td><td>" +
-        c.opt_type +
-        "</td><td>" +
-        fmt(c.ask, 4) +
-        "</td><td>" +
-        fmt(c.bid, 4) +
-        '</td><td><button type="button" class="btn-secondary hp-pick" data-inst="' +
+        moneynessBadge(c) +
+        '</td><td class="opt-px-sz">' +
+        fmtPxSz(c.ask, c.ask_sz, c.ask_estimated, c.tick_sz) +
+        '</td><td class="opt-px-sz">' +
+        fmtPxSz(c.bid, c.bid_sz, false, c.tick_sz) +
+        '</td><td><button type="button" class="btn-secondary hp-pick' +
+        (prevInst && c.inst_id === prevInst ? " active" : "") +
+        '" data-inst="' +
         c.inst_id +
         '">选用</button></td>';
       tbody.appendChild(tr);
@@ -232,6 +326,12 @@
         state.selected = c;
         const el = $("hp-sel-inst");
         if (el) el.textContent = c.inst_id;
+        tbody.querySelectorAll(".opt-strike-row").forEach(function (r) {
+          r.classList.toggle("opt-row-selected", r.getAttribute("data-inst") === inst);
+        });
+        tbody.querySelectorAll(".hp-pick").forEach(function (b) {
+          b.classList.toggle("active", b.getAttribute("data-inst") === inst);
+        });
         updatePremiumLine();
       });
     });
@@ -247,7 +347,7 @@
     const ct = Number(state.selected.ct_mult || 0.01);
     const ask = Number(state.selected.ask || 0);
     const prem = ask * sheets * ct;
-    line.textContent = "预估权利金 ≈ " + fmt(prem, 4) + " USDC";
+    line.textContent = "预估权利金 ≈ " + fmt(prem, 4) + " USDC(期权账户)";
   }
 
   function buildStraddleRows(contracts) {
@@ -274,31 +374,37 @@
     const exp = currentExp("hp-oo-exp-select");
     tbody.innerHTML = "";
     if (!exp) {
-      tbody.innerHTML = '<tr><td colspan="5" class="muted">请选择到期日</td></tr>';
+      tbody.innerHTML = '<tr><td colspan="7" class="muted">请选择到期日</td></tr>';
       return;
     }
     const rows = buildStraddleRows(exp.contracts);
     rows.forEach(function (row) {
       const tr = document.createElement("tr");
-      const callAsk = row.call ? fmt(row.call.ask, 4) : "—";
-      const putAsk = row.put ? fmt(row.put.ask, 4) : "—";
+      const call = row.call;
+      const put = row.put;
+      const callAsk = call ? fmtPxSz(call.ask, call.ask_sz, call.ask_estimated, call.tick_sz) : "—";
+      const putAsk = put ? fmtPxSz(put.ask, put.ask_sz, put.ask_estimated, put.tick_sz) : "—";
       tr.innerHTML =
-        "<td>" +
+        '<td class="opt-t-call opt-px-sz">' +
         callAsk +
-        '</td><td>' +
-        (row.call
+        '</td><td class="opt-t-call">' +
+        (call ? moneynessBadge(call) : "—") +
+        "</td><td>" +
+        (call
           ? '<button type="button" class="btn-secondary hp-oo-pick" data-side="C" data-inst="' +
-            row.call.inst_id +
+            call.inst_id +
             '">Call</button>'
           : "—") +
         '</td><td class="opt-t-strike"><strong>' +
         row.strike +
-        "</strong></td><td>" +
+        '</strong></td><td class="opt-t-put">' +
+        (put ? moneynessBadge(put) : "—") +
+        '</td><td class="opt-t-put opt-px-sz">' +
         putAsk +
-        '</td><td>' +
-        (row.put
+        "</td><td>" +
+        (put
           ? '<button type="button" class="btn-secondary hp-oo-pick" data-side="P" data-inst="' +
-            row.put.inst_id +
+            put.inst_id +
             '">Put</button>'
           : "—") +
         "</td>";
@@ -334,8 +440,10 @@
         c.opt_type +
         " K" +
         c.strike +
+        " " +
+        (c.moneyness_label || "") +
         " ask=" +
-        fmt(c.ask, 4) +
+        fmtPxSz(c.ask, c.ask_sz, c.ask_estimated, c.tick_sz) +
         " (" +
         c.inst_id +
         ")"
@@ -355,6 +463,26 @@
     };
   }
 
+  function setUnderlying(uly, forceReload) {
+    const next = (uly || "ETH").toUpperCase();
+    const changed = next !== state.underlying;
+    state.underlying = next;
+    syncUnderlyingUI();
+    if (!changed && !forceReload) return;
+    state.selected = null;
+    state.legA = null;
+    state.legB = null;
+    if ($("hp-entry")) $("hp-entry").value = "";
+    if ($("hp-contracts")) $("hp-contracts").value = "";
+    if ($("hp-tp")) $("hp-tp").value = "";
+    if ($("hp-sl")) $("hp-sl").value = "";
+    if ($("hp-target")) $("hp-target").value = "";
+    if ($("hp-sel-inst")) $("hp-sel-inst").textContent = "—";
+    if ($("hp-premium-line")) $("hp-premium-line").textContent = "";
+    if ($("hp-oo-legs")) $("hp-oo-legs").textContent = "尚未选用两腿";
+    void refreshAll();
+  }
+
   async function runPreview() {
     const isOo = state.mode === "options_options";
     const tbody = $(isOo ? "hp-result-tbody-oo" : "hp-result-tbody");
@@ -477,19 +605,21 @@
     });
     document.querySelectorAll(".hp-uly-btn, .hp-uly-btn-oo").forEach(function (b) {
       b.addEventListener("click", function () {
-        state.underlying = b.getAttribute("data-uly") || "ETH";
-        document.querySelectorAll(".hp-uly-btn, .hp-uly-btn-oo").forEach(function (x) {
-          x.classList.toggle("active", x.getAttribute("data-uly") === state.underlying);
-        });
-        state.selected = null;
-        state.legA = null;
-        state.legB = null;
-        void refreshAll();
+        setUnderlying(b.getAttribute("data-uly") || "ETH", true);
+      });
+    });
+    document.querySelectorAll(".hp-money-btn").forEach(function (b) {
+      b.addEventListener("click", function () {
+        state.moneyFilter = b.getAttribute("data-money") || "all";
+        syncMoneyUI();
+        renderListStrikes();
       });
     });
     const dir = $("hp-direction");
     if (dir) {
       dir.addEventListener("change", function () {
+        state.selected = null;
+        if ($("hp-sel-inst")) $("hp-sel-inst").textContent = "—";
         void loadMarket().then(function () {
           renderListStrikes();
         });
@@ -541,6 +671,8 @@
   }
 
   syncTabUI();
+  syncUnderlyingUI();
+  syncMoneyUI();
   bind();
   void refreshAll();
 })();
diff --git a/lib/common/static/instance_theme.css b/lib/common/static/instance_theme.css
index b4e6b56..216cf8d 100644
--- a/lib/common/static/instance_theme.css
+++ b/lib/common/static/instance_theme.css
@@ -3169,6 +3169,18 @@ html[data-theme="light"] .opt-be-dist-down {
 }
 
 /* 对冲计划 Tab：高对比选中态 */
+.hedge-plan-page-wrap {
+  font-size: 0.8rem;
+}
+.hedge-plan-page-wrap .card {
+  padding: 12px 14px;
+}
+.hedge-plan-page-wrap .card h2,
+.hedge-plan-page-wrap .hp-title {
+  font-size: 0.9rem;
+  margin: 0 0 8px;
+  font-weight: 600;
+}
 .hedge-plan-page-wrap .hp-head-card {
   margin-bottom: 12px;
 }
@@ -3178,20 +3190,55 @@ html[data-theme="light"] .opt-be-dist-down {
   gap: 10px;
   align-items: center;
   justify-content: space-between;
-  margin-bottom: 12px;
+  margin-bottom: 10px;
 }
 .hedge-plan-page-wrap .hp-title {
   margin: 0;
 }
 .hedge-plan-page-wrap .hp-title-sub {
-  font-size: 0.85rem;
+  font-size: 0.75rem;
   font-weight: 400;
 }
+.hedge-plan-page-wrap .hp-quote-line,
+.hedge-plan-page-wrap .hp-acct-hint,
+.hedge-plan-page-wrap #hp-sizing-line,
+.hedge-plan-page-wrap #hp-gate-line {
+  font-size: 0.72rem;
+  line-height: 1.45;
+  margin: 4px 0 6px;
+}
+.hedge-plan-page-wrap .hp-acct-tag {
+  font-size: 0.68rem;
+  font-weight: 500;
+  margin-left: 4px;
+}
+.hedge-plan-page-wrap .form-row label,
+.hedge-plan-page-wrap .form-row select,
+.hedge-plan-page-wrap .form-row input,
+.hedge-plan-page-wrap .form-row .btn-secondary,
+.hedge-plan-page-wrap .form-row .primary {
+  font-size: 0.74rem;
+}
+.hedge-plan-page-wrap .form-row input[type="number"] {
+  max-width: 110px;
+  padding: 4px 6px;
+  min-height: 28px;
+}
+.hedge-plan-page-wrap .options-strike-table {
+  font-size: 0.74rem;
+}
+.hedge-plan-page-wrap .options-strike-table th,
+.hedge-plan-page-wrap .options-strike-table td {
+  padding: 5px 4px;
+}
+.hedge-plan-page-wrap .options-strike-table code {
+  font-size: 0.66rem;
+}
 .hedge-plan-page-wrap .hp-tabs {
   display: flex;
   flex-wrap: wrap;
   gap: 8px;
-  margin: 0 0 10px;
+  margin: 0 0 8px;
   padding: 6px;
   border-radius: 10px;
   background: rgba(0, 0, 0, 0.28);
@@ -3202,9 +3249,9 @@ html[data-theme="light"] .opt-be-dist-down {
   border: 1px solid rgba(255, 255, 255, 0.14);
   background: rgba(255, 255, 255, 0.04);
   color: #aeb6c5;
-  font-size: 0.92rem;
+  font-size: 0.82rem;
   font-weight: 600;
-  padding: 9px 16px;
+  padding: 7px 14px;
   border-radius: 8px;
   cursor: pointer;
   line-height: 1.2;
@@ -3221,6 +3268,31 @@ html[data-theme="light"] .opt-be-dist-down {
   border-color: #fff;
   box-shadow: 0 0 0 2px rgba(142, 182, 255, 0.55), 0 6px 16px rgba(0, 0, 0, 0.35);
 }
+.hedge-plan-page-wrap .hp-uly-btn,
+.hedge-plan-page-wrap .hp-uly-btn-oo,
+.hedge-plan-page-wrap .hp-money-btn {
+  min-width: 52px;
+  font-weight: 600;
+  border: 1px solid rgba(255, 255, 255, 0.14);
+  background: rgba(255, 255, 255, 0.04);
+  color: #9aa4b2;
+}
+.hedge-plan-page-wrap .hp-uly-btn.active,
+.hedge-plan-page-wrap .hp-uly-btn-oo.active,
+.hedge-plan-page-wrap .hp-money-btn.active {
+  color: #0b1220;
+  background: linear-gradient(180deg, #ffffff 0%, #9ec0ff 100%);
+  border-color: #fff;
+  box-shadow: 0 0 0 2px rgba(100, 160, 255, 0.5);
+}
+.hedge-plan-page-wrap .hp-money-hint {
+  font-size: 0.68rem;
+  margin-left: 4px;
+}
+.hedge-plan-page-wrap .hp-pick.active,
+.hedge-plan-page-wrap .opt-row-selected td {
+  background: rgba(90, 140, 255, 0.18);
+}
 .hedge-plan-page-wrap .hp-tab-panel.hidden,
 .hedge-plan-page-wrap .hp-tab-panel[hidden] {
   display: none !important;
@@ -3233,9 +3305,7 @@ html[data-theme="light"] .opt-be-dist-down {
   border: 1px dashed rgba(255, 255, 255, 0.16);
   color: #9aa4b2;
   background: rgba(255, 255, 255, 0.03);
-}
-.hedge-plan-page-wrap #hp-gate-line {
-  margin: 0;
+  font-size: 0.78rem;
 }
 html[data-theme="light"] .hedge-plan-page-wrap .hp-tabs {
   background: rgba(15, 23, 42, 0.06);
@@ -3252,6 +3322,13 @@ html[data-theme="light"] .hedge-plan-page-wrap .hp-tab.active {
   border-color: #2f6fed;
   box-shadow: 0 0 0 2px rgba(47, 111, 237, 0.25);
 }
+html[data-theme="light"] .hedge-plan-page-wrap .hp-uly-btn.active,
+html[data-theme="light"] .hedge-plan-page-wrap .hp-uly-btn-oo.active,
+html[data-theme="light"] .hedge-plan-page-wrap .hp-money-btn.active {
+  color: #0b1220;
+  background: linear-gradient(180deg, #ffffff 0%, #b9d2ff 100%);
+  border-color: #2f6fed;
+}
 html[data-theme="light"] .hedge-plan-page-wrap .hp-placeholder {
   border-color: rgba(15, 23, 42, 0.18);
   background: rgba(15, 23, 42, 0.03);
diff --git a/lib/hedge_plan/hedge_plan_register.py b/lib/hedge_plan/hedge_plan_register.py
index 9fe91b9..548e3c6 100644
--- a/lib/hedge_plan/hedge_plan_register.py
+++ b/lib/hedge_plan/hedge_plan_register.py
@@ -49,7 +49,7 @@ def install_hedge_plan(app: Flask, repo_root: str, app_module: Any) -> None:
 
 
 def _build_cfg(app_module: Any) -> dict[str, Any]:
-    from lib.exchange.okx_options_lib import build_option_chain
+    from lib.exchange.okx_options_lib import build_option_chain, options_header_balances
 
     return {
         "get_db": app_module.get_db,
@@ -62,6 +62,7 @@ def _build_cfg(app_module: Any) -> dict[str, Any]:
         "normalize_exchange_symbol": getattr(app_module, "normalize_exchange_symbol", None),
         "ensure_markets_loaded": getattr(app_module, "ensure_markets_loaded", None),
         "build_option_chain": build_option_chain,
+        "options_header_balances": options_header_balances,
         "btc_leverage": int(getattr(app_module, "BTC_LEVERAGE", 10) or 10),
         "alt_leverage": int(getattr(app_module, "ALT_LEVERAGE", 5) or 5),
         "full_margin_buffer": float(getattr(app_module, "FULL_MARGIN_BUFFER_RATIO", 0.98) or 0.98),
@@ -69,6 +70,8 @@ def _build_cfg(app_module: Any) -> dict[str, Any]:
         "options_enabled": _env_bool("OKX_OPTIONS_ENABLED", False),
         "default_underly": (os.getenv("OKX_OPTIONS_DEFAULT_UNDERLY") or "ETH").strip().upper(),
         "chain_max_dte": float(os.getenv("OKX_OPTIONS_CHAIN_MAX_DTE_DAYS") or os.getenv("OKX_OPTIONS_MAX_DTE_DAYS") or "14"),
+        "perp_account_label": (os.getenv("OKX_ACCOUNT_LABEL") or "合约账户").strip(),
+        "options_account_label": (os.getenv("OKX_OPTIONS_ACCOUNT_LABEL") or "期权账户").strip(),
     }
 
 
@@ -132,6 +135,9 @@ def register_hedge_plan_routes(app: Flask, cfg: dict[str, Any]) -> None:
             **data,
             "gates": gates,
             "sizing_mode": sizing_mode,
+            "account_kind": "perp",
+            "account_label": cfg.get("perp_account_label") or "合约账户",
+            "account_note": "永续腿使用合约(交易)账户可用 USDT",
         }
         return jsonify(out)
 
@@ -154,7 +160,19 @@ def register_hedge_plan_routes(app: Flask, cfg: dict[str, Any]) -> None:
             )
         except Exception as e:
             return jsonify({"ok": False, "msg": f"拉取期权链失败: {e}"}), 500
-        return jsonify({"ok": True, **chain, "chain_max_dte_days": cfg.get("chain_max_dte")})
+        opt_acct = _options_account_snapshot(cfg)
+        return jsonify(
+            {
+                "ok": True,
+                **chain,
+                "underlying": u,
+                "chain_max_dte_days": cfg.get("chain_max_dte"),
+                "account_kind": "options",
+                "account_label": cfg.get("options_account_label") or "期权账户",
+                "account_note": "期权腿使用期权账户(交易 USDC)",
+                "options_account": opt_acct,
+            }
+        )
 
     @app.route("/api/hedge-plan/preview", methods=["POST"])
     @lr
@@ -318,6 +336,34 @@ def _fetch_perp_market(cfg: dict[str, Any], base: str) -> tuple[dict[str, Any],
     }, None
 
 
+def _options_account_snapshot(cfg: dict[str, Any]) -> dict[str, Any]:
+    """期权账户资金快照(与期权页同源: exchange_options)."""
+    out: dict[str, Any] = {
+        "label": cfg.get("options_account_label") or "期权账户",
+        "trading_usdc": None,
+        "funding_usdc": None,
+        "trading_usdt": None,
+        "funding_usdt": None,
+    }
+    ex = cfg.get("exchange_options")
+    hdr = cfg.get("options_header_balances")
+    if ex is None or not callable(hdr):
+        return out
+    try:
+        trading_usdc, funding_usdc, funding_usdt, trading_usdt = hdr(ex, force=False)
+        out.update(
+            {
+                "trading_usdc": trading_usdc,
+                "funding_usdc": funding_usdc,
+                "trading_usdt": trading_usdt,
+                "funding_usdt": funding_usdt,
+            }
+        )
+    except Exception:
+        pass
+    return out
+
+
 def _sf(v: Any) -> float | None:
     if v is None or v == "":
         return None
diff --git a/lib/hedge_plan/templates/hedge_plan_panel.html b/lib/hedge_plan/templates/hedge_plan_panel.html
index 3fb70f9..46a9c86 100644
--- a/lib/hedge_plan/templates/hedge_plan_panel.html
+++ b/lib/hedge_plan/templates/hedge_plan_panel.html
@@ -23,13 +23,14 @@
       <button type="button" class="hp-tab" role="tab" aria-selected="false" data-tab="stats">统计分析</button>
     </div>
     <p class="muted" id="hp-gate-line"></p>
+    <p class="muted hp-acct-hint" id="hp-acct-hint">永续腿→合约账户 · 期权腿→期权账户</p>
   </div>
 
   <div id="hp-tab-perp_options" class="hp-tab-panel" role="tabpanel">
     <div class="options-dual-grid" id="hp-po-layout">
       <div class="card">
-        <h2>永续(列表行情)</h2>
-        <div class="form-row">
+        <h2>永续 · <span id="hp-perp-uly-label">ETH</span> <span class="muted hp-acct-tag" id="hp-perp-acct-tag">合约账户</span></h2>
+        <div class="form-row hp-uly-row">
           <button type="button" class="btn-secondary hp-uly-btn active" data-uly="ETH">ETH</button>
           <button type="button" class="btn-secondary hp-uly-btn" data-uly="BTC">BTC</button>
           <select id="hp-direction">
@@ -37,7 +38,7 @@
             <option value="short">做空</option>
           </select>
         </div>
-        <div id="hp-perp-quote" class="muted" style="margin:8px 0;line-height:1.6">加载中…</div>
+        <div id="hp-perp-quote" class="muted hp-quote-line">加载中…</div>
         <div class="form-row" style="flex-wrap:wrap">
           <label>开仓价 <input type="number" step="any" id="hp-entry" /></label>
           <label>止盈 <input type="number" step="any" id="hp-tp" /></label>
@@ -47,20 +48,27 @@
         <p class="muted" id="hp-sizing-line"></p>
       </div>
       <div class="card">
-        <h2>期权(列表) · <span id="hp-opt-type-label">Put</span></h2>
+        <h2>期权(列表) · <span id="hp-opt-type-label">Put</span> <span class="muted hp-acct-tag" id="hp-opt-acct-tag">期权账户</span></h2>
         <div class="form-row">
           <select id="hp-exp-select"><option value="">选择到期日</option></select>
           <button type="button" class="btn-secondary" id="hp-load-chain">刷新链</button>
         </div>
-        <div id="hp-index-line" class="muted"></div>
+        <div class="form-row hp-money-row">
+          <button type="button" class="btn-secondary hp-money-btn active" data-money="all">全部</button>
+          <button type="button" class="btn-secondary hp-money-btn" data-money="itm">实值</button>
+          <button type="button" class="btn-secondary hp-money-btn" data-money="otm">虚值</button>
+          <span class="muted hp-money-hint">实值含平值</span>
+        </div>
+        <div id="hp-index-line" class="muted hp-quote-line"></div>
+        <div id="hp-opt-bal-line" class="muted hp-quote-line"></div>
         <div class="options-strike-table-wrap">
           <table class="options-strike-table" id="hp-strike-table">
             <thead>
               <tr>
                 <th>行权价</th>
-                <th>类型</th>
+                <th>实虚值</th>
                 <th>卖一/张</th>
-                <th>买一</th>
+                <th>买一/张</th>
                 <th>操作</th>
               </tr>
             </thead>
@@ -108,13 +116,14 @@
   <div id="hp-tab-options_options" class="hp-tab-panel hidden" role="tabpanel" hidden>
     <div class="options-dual-grid" id="hp-oo-layout">
       <div class="card">
-        <h2>期期参数</h2>
-        <div class="form-row">
+        <h2>期期参数 · <span id="hp-oo-uly-label">ETH</span> <span class="muted hp-acct-tag">期权账户</span></h2>
+        <div class="form-row hp-uly-row">
           <button type="button" class="btn-secondary hp-uly-btn-oo active" data-uly="ETH">ETH</button>
           <button type="button" class="btn-secondary hp-uly-btn-oo" data-uly="BTC">BTC</button>
           <label>目标价 S* <input type="number" step="any" id="hp-target" /></label>
         </div>
-        <div id="hp-oo-index" class="muted"></div>
+        <div id="hp-oo-index" class="muted hp-quote-line"></div>
+        <div id="hp-oo-bal-line" class="muted hp-quote-line"></div>
         <div id="hp-oo-legs" class="muted" style="margin-top:8px;line-height:1.6">尚未选用两腿</div>
       </div>
       <div class="card">
@@ -127,18 +136,18 @@
           <table class="options-strike-table options-strike-table--t" id="hp-oo-table">
             <thead>
               <tr>
-                <th colspan="2" class="opt-t-head-call">Call</th>
+                <th colspan="3" class="opt-t-head-call">Call</th>
                 <th class="opt-t-head-mid">行权</th>
-                <th colspan="2" class="opt-t-head-put">Put</th>
+                <th colspan="3" class="opt-t-head-put">Put</th>
               </tr>
               <tr>
-                <th>卖一</th><th>选用</th>
+                <th>卖一/张</th><th>实虚值</th><th>选用</th>
                 <th>K</th>
-                <th>卖一</th><th>选用</th>
+                <th>实虚值</th><th>卖一/张</th><th>选用</th>
               </tr>
             </thead>
             <tbody id="hp-oo-tbody">
-              <tr><td colspan="5" class="muted">请刷新期权链</td></tr>
+              <tr><td colspan="7" class="muted">请刷新期权链</td></tr>
             </tbody>
           </table>
         </div>
@@ -186,4 +195,4 @@
     </div>
   </div>
 </div>
-<script src="/static/hedge_plan.js?v=3"></script>
+<script src="/static/hedge_plan.js?v=4"></script>
diff --git a/lib/instance/templates/embed_shell.html b/lib/instance/templates/embed_shell.html
index 835ed93..0b8b9c4 100644
--- a/lib/instance/templates/embed_shell.html
+++ b/lib/instance/templates/embed_shell.html
@@ -7,7 +7,7 @@
     <link rel="stylesheet" href="/static/instance_theme_early.css?v=4">
     <link rel="stylesheet" href="/static/account_risk_badge.css?v=4">
     <link rel="stylesheet" href="/static/instance_page.css?v=6">
-    <link rel="stylesheet" href="/static/instance_theme.css?v=81">
+    <link rel="stylesheet" href="/static/instance_theme.css?v=82">
     <script src="/static/account_risk_badge.js?v=4"></script>
     <meta name="theme-color" content="#0b0d14">
     <title>{{ exchange_display }} · 加密货币 | 交易监控复盘系统</title>
diff --git a/lib/instance/templates/index.html b/lib/instance/templates/index.html
index 49971e7..06abbe0 100644
--- a/lib/instance/templates/index.html
+++ b/lib/instance/templates/index.html
@@ -17,7 +17,7 @@
     <link rel="manifest" href="/static/icons/manifest.webmanifest">
     <title>{{ exchange_display }} · 加密货币 | 交易监控复盘系统</title>
     <link rel="stylesheet" href="/static/instance_page.css?v=3">
-    <link rel="stylesheet" href="/static/instance_theme.css?v=81">
+    <link rel="stylesheet" href="/static/instance_theme.css?v=82">
 
 </head>
 <body