关键位监控

crypto_monitor_binance/.env.example

@@ -98,6 +98,8 @@ KEY_DAILY_VOLUME_RANK_MAX=30
 KEY_AUTO_MIN_PLANNED_RR=1.5
 # 止损：突破 K 极值向外缓冲的百分比（默认 0.5 即 0.5%）
 KEY_STOP_OUTSIDE_BREAKOUT_PCT=0.5
+# 趋势单方案：止损在突破 K 极值外侧的百分比（默认 1 即 1%）
+KEY_TREND_STOP_OUTSIDE_PCT=1
 KEY_ALERT_MAX_TIMES=3
 KEY_ALERT_INTERVAL_MINUTES=5
 

crypto_monitor_binance/app.py

@@ -44,6 +44,15 @@ from fib_key_monitor_lib import (
     key_signal_type_for_trade_record,
     stored_key_signal_type,
 )
+from key_sl_tp_lib import (
+    breakeven_enabled_from_row,
+    normalize_sl_tp_mode,
+    parse_breakeven_enabled_form,
+    plan_key_sl_tp,
+    sl_tp_mode_from_row,
+    sl_tp_mode_label,
+    sl_tp_plan_summary_text,
+)
 from history_window_lib import (
     PRESET_CUSTOM,
     PRESET_UTC_LAST24H,
@@ -147,6 +156,7 @@ KEY_ALERT_MAX_TIMES = int(os.getenv("KEY_ALERT_MAX_TIMES", "3"))
 KEY_ALERT_INTERVAL_MINUTES = int(os.getenv("KEY_ALERT_INTERVAL_MINUTES", "5"))
 KEY_AUTO_MIN_PLANNED_RR = float(os.getenv("KEY_AUTO_MIN_PLANNED_RR", "1.5"))
 KEY_STOP_OUTSIDE_BREAKOUT_PCT = float(os.getenv("KEY_STOP_OUTSIDE_BREAKOUT_PCT", "0.5"))
+KEY_TREND_STOP_OUTSIDE_PCT = float(os.getenv("KEY_TREND_STOP_OUTSIDE_PCT", "1"))
 MANUAL_MIN_PLANNED_RR = float(os.getenv("MANUAL_MIN_PLANNED_RR", "1.4"))
 MAX_ACTIVE_POSITIONS = max(1, int(os.getenv("MAX_ACTIVE_POSITIONS", "1")))
 KEY_VOLUME_MA_BARS = max(1, int(os.getenv("KEY_VOLUME_MA_BARS", "20")))
@@ -1344,6 +1354,9 @@ def init_db():
         "ALTER TABLE key_monitors ADD COLUMN fib_order_amount REAL",
         "ALTER TABLE key_monitors ADD COLUMN fib_margin_capital REAL",
         "ALTER TABLE key_monitors ADD COLUMN fib_leverage INTEGER",
+        "ALTER TABLE key_monitors ADD COLUMN sl_tp_mode TEXT DEFAULT 'standard'",
+        "ALTER TABLE key_monitors ADD COLUMN manual_take_profit REAL",
+        "ALTER TABLE key_monitors ADD COLUMN breakeven_enabled INTEGER DEFAULT 0",
     ):
         try:
             c.execute(ddl)
@@ -4161,26 +4174,33 @@ def _key_hard_lines_from_checks(checks):
     ]
 
 
-def _key_plan_auto_sl_tp(direction, upper, lower, checks, outside_pct):
+def _key_plan_sl_tp_for_row(row, direction, upper, lower, checks):
-    """
+    """按 key_monitors 录入的方案计算计划 SL/TP。"""
-    计划 SL/TP：止损在突破 K 极值外侧 outside_pct%，止盈为确认收盘 ± 箱体高。
+    mode = sl_tp_mode_from_row(row, "standard")
-    返回 (E, raw_sl, raw_tp, box_h)。
+    manual_tp = _sqlite_row_val(row, "manual_take_profit")
-    """
+    planned = plan_key_sl_tp(
-    E = float(checks["confirm_close"])
+        mode,
-    H = abs(float(upper) - float(lower))
+        direction,
-    br_hi = float(checks["breakout_high"])
+        upper,
-    br_lo = float(checks["breakout_low"])
+        lower,
-    m = float(outside_pct) / 100.0
+        checks,
-    if direction == "long":
+        outside_pct=KEY_STOP_OUTSIDE_BREAKOUT_PCT,
-        sl_raw = br_lo * (1.0 - m) if br_lo > 0 else 0.0
+        trend_outside_pct=KEY_TREND_STOP_OUTSIDE_PCT,
-        tp_raw = E + H
+        manual_take_profit=manual_tp,
-    else:
+    )
-        sl_raw = br_hi * (1.0 + m) if br_hi > 0 else 0.0
+    return planned, mode
-        tp_raw = E - H
-    return E, sl_raw, tp_raw, H
 
 
-def _market_open_for_key_monitor(conn, symbol, direction, exchange_symbol, stop_loss, take_profit, key_signal_type=None):
+def _market_open_for_key_monitor(
+    conn,
+    symbol,
+    direction,
+    exchange_symbol,
+    stop_loss,
+    take_profit,
+    key_signal_type=None,
+    breakeven_enabled=0,
+):
     """
     与手动「实盘下单」对齐的市价开仓与 order_monitors 写入（Binance U 本位）。
     返回 (ok: bool, err_msg: Optional[str], detail: Optional[dict])
@@ -4290,7 +4310,7 @@ def _market_open_for_key_monitor(conn, symbol, direction, exchange_symbol, stop_
         breakeven_price = round(float(trigger_price) * (1 - breakeven_offset_pct / 100.0), 8)
     else:
         breakeven_price = round(float(trigger_price) * (1 + breakeven_offset_pct / 100.0), 8)
-    breakeven_enabled = 1
+    be_enabled = 1 if int(breakeven_enabled or 0) != 0 else 0
 
     conn.execute(
         "INSERT INTO order_monitors "
@@ -4317,7 +4337,7 @@ def _market_open_for_key_monitor(conn, symbol, direction, exchange_symbol, stop_
             breakeven_step_r,
             0,
             breakeven_price,
-            breakeven_enabled,
+            be_enabled,
             notional_value,
             position_ratio,
             base_amount,
@@ -4506,6 +4526,7 @@ def _insert_order_monitor_from_fib_fill(
     else:
         breakeven_raw = float(trigger_price) * (1 + breakeven_offset_pct / 100.0)
     breakeven_price = round_price_to_exchange(exchange_symbol, breakeven_raw)
+    be_enabled = 1 if breakeven_enabled_from_row(row, 0) else 0
     opened_at_bj = app_now_str()
     opened_at_ms = _to_ms_with_fallback(None, opened_at_bj)
     conn.execute(
@@ -4533,7 +4554,7 @@ def _insert_order_monitor_from_fib_fill(
             breakeven_step_r,
             0,
             breakeven_price,
-            1,
+            be_enabled,
             notional_value,
             position_ratio,
             base_amount,
@@ -4685,7 +4706,7 @@ def check_fib_key_monitors():
     conn.close()
 
 
-def _add_fib_key_monitor(conn, symbol, direction_sel, mt, upper_px, lower_px):
+def _add_fib_key_monitor(conn, symbol, direction_sel, mt, upper_px, lower_px, breakeven_enabled=0):
     if _fib_key_exists_for_symbol(conn, symbol):
         return False, f"{symbol} 已有斐波监控（同币仅允许一条 0.618/0.786）"
     ratio = fib_ratio_from_type(mt)
@@ -4745,15 +4766,16 @@ def _add_fib_key_monitor(conn, symbol, direction_sel, mt, upper_px, lower_px):
             return False, "交易所未返回限价单 ID"
     except Exception as e:
         return False, friendly_exchange_error(e, available_usdt=available_usdt)
+    be_flag = 1 if int(breakeven_enabled or 0) != 0 else 0
     conn.execute(
         "INSERT INTO key_monitors "
         "(symbol, monitor_type, direction, upper, lower, "
         "fib_limit_order_id, fib_entry_price, fib_stop_loss, fib_take_profit, "
-        "fib_order_amount, fib_margin_capital, fib_leverage) "
+        "fib_order_amount, fib_margin_capital, fib_leverage, breakeven_enabled) "
-        "VALUES (?,?,?,?,?,?,?,?,?,?,?,?)",
+        "VALUES (?,?,?,?,?,?,?,?,?,?,?,?,?)",
         (
             symbol, mt, direction_sel, upper_px, lower_px,
-            oid, entry, sl, tp, float(amount), margin_capital, leverage,
+            oid, entry, sl, tp, float(amount), margin_capital, leverage, be_flag,
         ),
     )
     return True, None
@@ -4813,9 +4835,27 @@ def check_key_monitors():
             _finalize_key_monitor_one_shot(conn, r, msg, "key_level_alert_only")
             continue
 
-        E, sl_raw, tp_raw, box_h = _key_plan_auto_sl_tp(
+        plan_tuple, sl_tp_mode = _key_plan_sl_tp_for_row(r, direction, up, low, checks)
-            direction, up, low, checks, KEY_STOP_OUTSIDE_BREAKOUT_PCT,
+        if not plan_tuple:
+            fmt_rr = "无法计算（止损/止盈与确认价几何关系无效）"
+            rr_msg = (
+                f"# ⚠️ {sym} 关键位自动单：计划无效\n"
+                f"**账户：{_wechat_account_label()}**\n"
+                f"- 类型：{typ}｜方案：{sl_tp_mode_label(sl_tp_mode)}\n"
+                f"- 方向：**{_wechat_direction_text(direction)}**\n"
+                f"- 触发时间：`{trigger_time}`\n"
+                f"- 确认K收盘(E)：`{format_price_for_symbol(sym, checks.get('confirm_close'))}`\n"
+                f"- **{fmt_rr}**（未开仓）\n"
+                "---\n"
+                "### 硬条件\n"
+                + "\n".join(f"- {x}" for x in hard_lines)
             )
+            if risk_tip:
+                rr_msg += f"\n---\n### 逆势风险提示\n- {risk_tip}"
+            send_wechat_msg(rr_msg)
+            _finalize_key_monitor_one_shot(conn, r, rr_msg, "rr_insufficient")
+            continue
+        E, sl_raw, tp_raw, box_h = plan_tuple
         exchange_symbol = normalize_exchange_symbol(sym)
         try:
             ensure_markets_loaded()
@@ -4833,16 +4873,21 @@ def check_key_monitors():
 
         if not rr_ok:
             fmt_rr = f"{planned_rr:.4f}" if planned_rr is not None else "无法计算（止损/止盈与确认价几何关系无效）"
+            plan_line = sl_tp_plan_summary_text(
+                sl_tp_mode, direction, E, sl_raw, tp_raw, box_h,
+                outside_pct=KEY_STOP_OUTSIDE_BREAKOUT_PCT,
+                trend_outside_pct=KEY_TREND_STOP_OUTSIDE_PCT,
+            )
             rr_msg = (
                 f"# ⚠️ {sym} 关键位自动单：计划 RR 未达标\n"
                 f"**账户：{_wechat_account_label()}**\n"
-                f"- 类型：{typ}\n"
+                f"- 类型：{typ}｜{plan_line}\n"
                 f"- 方向：**{_wechat_direction_text(direction)}**\n"
                 f"- 触发时间：`{trigger_time}`\n"
                 f"- 确认K收盘(E)：`{format_price_for_symbol(sym, E)}`\n"
                 f"- 箱体高 H：`{format_price_for_symbol(sym, box_h)}`\n"
-                f"- 计划止损（突破K外侧 {KEY_STOP_OUTSIDE_BREAKOUT_PCT}%）：`{format_wechat_scalar_2dp(sl_raw)}`\n"
+                f"- 计划止损：`{format_wechat_scalar_2dp(sl_raw)}`\n"
-                f"- 计划止盈（E±1×H）：`{format_price_for_symbol(sym, tp_raw)}`\n"
+                f"- 计划止盈：`{format_price_for_symbol(sym, tp_raw)}`\n"
                 f"- **计划 RR（按确认收盘 E）：{fmt_rr} : 1**（要求 **>{KEY_AUTO_MIN_PLANNED_RR}:1**，未开仓）\n"
                 "---\n"
                 "### 硬条件\n"
@@ -4855,8 +4900,16 @@ def check_key_monitors():
             continue
 
         key_sig = typ if typ in KEY_MONITOR_AUTO_TYPES else None
+        be_on = breakeven_enabled_from_row(r, 0)
         ok_trade, trade_err, det = _market_open_for_key_monitor(
-            conn, sym, direction, exchange_symbol, sl_raw, tp_raw, key_signal_type=key_sig,
+            conn,
+            sym,
+            direction,
+            exchange_symbol,
+            sl_raw,
+            tp_raw,
+            key_signal_type=key_sig,
+            breakeven_enabled=1 if be_on else 0,
         )
         planned_rr_txt = (
             format_wechat_scalar_2dp(planned_rr) if planned_rr is not None else "-"
@@ -4897,7 +4950,8 @@ def check_key_monitors():
             f"- **来源：**{ORDER_MONITOR_TYPE_KEY_AUTO}（市价）",
             f"- 页面订单 ID：**{det['new_order_id']}**",
             f"- 交易所订单 ID：`{det.get('open_order_id') or '-'}`",
-            f"- 类型：{typ}｜{_wechat_direction_text(direction)}",
+            f"- 类型：{typ}｜方案：{sl_tp_mode_label(sl_tp_mode)}｜移动保本：{'开' if be_on else '关'}",
+            f"- 方向：**{_wechat_direction_text(direction)}**",
             f"- 触发时间：`{trigger_time}`",
             f"- 确认K收盘(E)：{format_price_for_symbol(sym, E)}（RR 阈值按此计价）",
             f"- **计划 RR（E）：{planned_rr_txt}:1**",
@@ -5556,7 +5610,8 @@ def render_main_page(page="trade"):
         f"周期 {KLINE_TIMEFRAME}｜确认K：突破棒偏移 {KEY_CONFIRM_BREAKOUT_BAR}、确认棒偏移 {KEY_CONFIRM_BAR}｜"
         f"量能：突破量 > 前{KEY_VOLUME_MA_BARS}均量×{KEY_VOLUME_RATIO_MIN}｜"
         f"自动开仓盈亏比 > {KEY_AUTO_MIN_PLANNED_RR}:1｜日成交量排名前 {KEY_DAILY_VOLUME_RANK_MAX}｜"
-        f"斐波：添加后立即挂限价 @ E，失效按标记价触达 H/L（未成交撤单）"
+        f"箱体/收敛可选 SL/TP 方案（标准 / 箱体1R·止盈1.5H / 趋势单+自填止盈）｜移动保本默认关｜"
+        f"斐波：限价 @ E（SL/TP 为 H/L），可选移动保本｜趋势止损外侧 {KEY_TREND_STOP_OUTSIDE_PCT}%"
     )
     conn.close()
     return render_template(
@@ -6244,18 +6299,50 @@ def add_key():
     lw = round_price_to_exchange(ex_sym_key, float(d["lower"]))
     upper_px = float(uh) if uh is not None else float(d["upper"])
     lower_px = float(lw) if lw is not None else float(d["lower"])
+    be_flag = parse_breakeven_enabled_form(d.get("breakeven_enabled"))
     if is_fib_key_monitor_type(mt):
-        ok_fib, err_fib = _add_fib_key_monitor(conn, symbol, direction_sel, mt, upper_px, lower_px)
+        ok_fib, err_fib = _add_fib_key_monitor(
+            conn, symbol, direction_sel, mt, upper_px, lower_px, breakeven_enabled=be_flag,
+        )
         conn.commit()
         conn.close()
         if not ok_fib:
             flash(err_fib or "斐波监控添加失败")
             return redirect("/key_monitor")
-        flash(f"斐波监控已添加，限价单已挂出（{symbol} 日成交量排名 {rank}/{total}）")
+        flash(
+            f"斐波监控已添加，限价单已挂出（{symbol} 日成交量排名 {rank}/{total}）"
+            f"｜移动保本：{'开' if be_flag else '关'}"
+        )
         return redirect("/key_monitor")
+    sl_tp_mode = "standard"
+    manual_tp = None
+    if mt in KEY_MONITOR_AUTO_TYPES:
+        sl_tp_mode = normalize_sl_tp_mode(d.get("sl_tp_mode"))
+        if sl_tp_mode == "trend_manual":
+            try:
+                manual_tp = float(d.get("manual_take_profit") or 0)
+            except (TypeError, ValueError):
+                manual_tp = 0
+            if manual_tp <= 0:
+                conn.close()
+                flash("趋势单方案须填写有效止盈价")
+                return redirect("/key_monitor")
+            if direction_sel == "long" and manual_tp <= upper_px:
+                conn.close()
+                flash("做多趋势单：止盈价应高于上沿（阻力）")
+                return redirect("/key_monitor")
+            if direction_sel == "short" and manual_tp >= lower_px:
+                conn.close()
+                flash("做空趋势单：止盈价应低于下沿（支撑）")
+                return redirect("/key_monitor")
+            mtpx = round_price_to_exchange(ex_sym_key, manual_tp)
+            if mtpx is not None:
+                manual_tp = float(mtpx)
     conn.execute(
-        "INSERT INTO key_monitors (symbol,monitor_type,direction,upper,lower) VALUES (?,?,?,?,?)",
+        "INSERT INTO key_monitors "
-        (symbol, mt, direction_sel, upper_px, lower_px),
+        "(symbol,monitor_type,direction,upper,lower,sl_tp_mode,manual_take_profit,breakeven_enabled) "
+        "VALUES (?,?,?,?,?,?,?,?)",
+        (symbol, mt, direction_sel, upper_px, lower_px, sl_tp_mode, manual_tp, be_flag),
     )
     conn.commit()
     conn.close()
@@ -6267,7 +6354,10 @@ def add_key():
         )
     except Exception:
         pass
-    flash(f"添加成功（{symbol} 日成交量排名 {rank}/{total}）")
+    extra = ""
+    if mt in KEY_MONITOR_AUTO_TYPES:
+        extra = f"｜方案：{sl_tp_mode_label(sl_tp_mode)}｜移动保本：{'开' if be_flag else '关'}"
+    flash(f"添加成功（{symbol} 日成交量排名 {rank}/{total}）{extra}")
     if ctr:
         flash(
             "⚠️ 4h EMA55 提示：当前与所选方向逆势；「箱体突破/收敛突破」在条件满足时仍会按计划自动市价开仓，请注意仓位。"

crypto_monitor_binance/templates/index.html

@@ -270,6 +270,15 @@
                 </select>
                 <input name="upper" step="0.0001" placeholder="上沿/阻力" required>
                 <input name="lower" step="0.0001" placeholder="下沿/支撑" required>
+                <select name="sl_tp_mode" id="key-sl-tp-mode" title="止盈止损方案">
+                    <option value="standard">标准突破</option>
+                    <option value="box_1p5">箱体1R·止盈1.5H</option>
+                    <option value="trend_manual">趋势单·自填止盈</option>
+                </select>
+                <input name="manual_take_profit" id="key-manual-tp" step="0.0001" placeholder="趋势单止盈价" style="display:none">
+                <label id="key-breakeven-wrap" style="display:inline-flex;align-items:center;gap:4px;font-size:.85rem;color:#9aa">
+                    <input type="checkbox" name="breakeven_enabled" value="1" id="key-breakeven-cb"> 移动保本
+                </label>
                 <button type="submit">添加</button>
             </form>
             <div class="rule-tip">{{ key_gate_rule_text }}</div>
@@ -289,6 +298,10 @@
                         <span class="pos-meta-item">下沿: {{ k.lower }}</span>
                         {% if k.fib_entry_price %}<span class="pos-meta-item">挂E: {{ k.fib_entry_price }}</span>{% endif %}
                         <span class="pos-meta-item">已提醒: {{ k.notification_count or 0 }}/{{ k.max_notify or 3 }}</span>
+                        {% if k.monitor_type in ['箱体突破','收敛突破'] %}
+                        <span class="pos-meta-item">方案: {{ '标准突破' if (k.sl_tp_mode or 'standard') == 'standard' else ('箱体1R·止盈1.5H' if k.sl_tp_mode == 'box_1p5' else '趋势单') }}</span>
+                        {% endif %}
+                        <span class="pos-meta-item">保本: {{ '开' if k.breakeven_enabled else '关' }}</span>
                     </div>
                     <div class="pos-grid">
                         <div class="pos-cell"><span class="pos-label">现价</span><span class="pos-value" id="key-price-{{ k.id }}">-</span></div>
@@ -1352,6 +1365,31 @@ if(journalForm){
     }
 }
 
+function syncKeyMonitorFormFields(){
+    const typeEl = document.querySelector('#key-form [name="type"]');
+    const modeEl = document.getElementById("key-sl-tp-mode");
+    const manualTp = document.getElementById("key-manual-tp");
+    const beWrap = document.getElementById("key-breakeven-wrap");
+    if(!typeEl) return;
+    const t = (typeEl.value || "").trim();
+    const autoTypes = new Set(["箱体突破","收敛突破"]);
+    const fibTypes = new Set(["斐波回调0.618","斐波回调0.786"]);
+    const showAuto = autoTypes.has(t);
+    const showBe = showAuto || fibTypes.has(t);
+    if(modeEl) modeEl.style.display = showAuto ? "" : "none";
+    if(manualTp){
+        const trend = showAuto && modeEl && modeEl.value === "trend_manual";
+        manualTp.style.display = trend ? "" : "none";
+        manualTp.required = !!trend;
+    }
+    if(beWrap) beWrap.style.display = showBe ? "inline-flex" : "none";
+}
+const keyTypeSel = document.querySelector('#key-form [name="type"]');
+const keyModeSel = document.getElementById("key-sl-tp-mode");
+if(keyTypeSel) keyTypeSel.addEventListener("change", syncKeyMonitorFormFields);
+if(keyModeSel) keyModeSel.addEventListener("change", syncKeyMonitorFormFields);
+syncKeyMonitorFormFields();
+
 const keyForm = document.getElementById("key-form");
 if(keyForm){
     keyForm.addEventListener("submit", (e)=>{

crypto_monitor_binance/关键位自动下单说明.md

@@ -55,15 +55,18 @@
 
 ## 自动单止盈 / 止损（仅箱体突破、收敛突破）
 
-设箱体高度 **`H = |upper − lower|`**（录入上下沿）。
+添加关键位时在页面选择 **止盈止损方案**（写入 `key_monitors.sl_tp_mode`）。确认 K 收盘 **E**，箱体高 **H = |upper − lower|`**。
 
-| 方向 | 止损 SL | 止盈 TP |
+| 方案 | `sl_tp_mode` | 多：SL / TP | 空：SL / TP |
-|------|---------|---------|
+|------|--------------|-------------|-------------|
-| 多 | 突破 K **最低价** × (1 − `KEY_STOP_OUTSIDE_BREAKOUT_PCT`/100) | **`E + 1×H`** |
+| 标准突破（默认） | `standard` | 突破 K 低 × (1−`KEY_STOP_OUTSIDE_BREAKOUT_PCT`%) / **E+H** | 突破 K 高 × (1+外侧%) / **E−H** |
-| 空 | 突破 K **最高价** × (1 + `KEY_STOP_OUTSIDE_BREAKOUT_PCT`/100) | **`E − 1×H`** |
+| 箱体1R·止盈1.5H | `box_1p5` | **E−H** / **E+1.5×H**（RR≈1.5） | **E+H** / **E−1.5×H** |
+| 趋势单·自填止盈 | `trend_manual` | 突破 K 低 × (1−`KEY_TREND_STOP_OUTSIDE_PCT`%) / **录入止盈** | 突破 K 高 × (1+外侧%) / **录入止盈** |
 
 计划 **`RR = calc_rr_ratio(direction, E, SL, TP)`**。若为 `None` 或 **RR ≤ `KEY_AUTO_MIN_PLANNED_RR`** → **不下单**，走 `rr_insufficient` 结案。
 
+**移动保本：** 添加时可勾选（默认关）；开仓写入 `order_monitors.breakeven_enabled` 与勾选一致。详见仓库根目录 `关键位止盈止损与移动保本更新说明.md`。
+
 ---
 
 ## 一次性结案（`close_reason`）

crypto_monitor_gate/.env.example

@@ -98,6 +98,8 @@ KEY_DAILY_VOLUME_RANK_MAX=30
 KEY_AUTO_MIN_PLANNED_RR=1.5
 # 止损：突破 K 极值向外缓冲的百分比（默认 0.5 即 0.5%）
 KEY_STOP_OUTSIDE_BREAKOUT_PCT=0.5
+# 趋势单方案：止损在突破 K 极值外侧的百分比（默认 1 即 1%）
+KEY_TREND_STOP_OUTSIDE_PCT=1
 KEY_ALERT_MAX_TIMES=3
 KEY_ALERT_INTERVAL_MINUTES=5
 

crypto_monitor_gate/app.py

@@ -45,6 +45,15 @@ from fib_key_monitor_lib import (
     key_signal_type_for_trade_record,
     stored_key_signal_type,
 )
+from key_sl_tp_lib import (
+    breakeven_enabled_from_row,
+    normalize_sl_tp_mode,
+    parse_breakeven_enabled_form,
+    plan_key_sl_tp,
+    sl_tp_mode_from_row,
+    sl_tp_mode_label,
+    sl_tp_plan_summary_text,
+)
 from history_window_lib import (
     PRESET_CUSTOM,
     PRESET_UTC_LAST24H,
@@ -149,6 +158,7 @@ KEY_ALERT_MAX_TIMES = int(os.getenv("KEY_ALERT_MAX_TIMES", "3"))
 KEY_ALERT_INTERVAL_MINUTES = int(os.getenv("KEY_ALERT_INTERVAL_MINUTES", "5"))
 KEY_AUTO_MIN_PLANNED_RR = float(os.getenv("KEY_AUTO_MIN_PLANNED_RR", "1.5"))
 KEY_STOP_OUTSIDE_BREAKOUT_PCT = float(os.getenv("KEY_STOP_OUTSIDE_BREAKOUT_PCT", "0.5"))
+KEY_TREND_STOP_OUTSIDE_PCT = float(os.getenv("KEY_TREND_STOP_OUTSIDE_PCT", "1"))
 MANUAL_MIN_PLANNED_RR = float(os.getenv("MANUAL_MIN_PLANNED_RR", "1.4"))
 MAX_ACTIVE_POSITIONS = max(1, int(os.getenv("MAX_ACTIVE_POSITIONS", "1")))
 KEY_VOLUME_MA_BARS = max(1, int(os.getenv("KEY_VOLUME_MA_BARS", "20")))
@@ -1343,6 +1353,9 @@ def init_db():
         "ALTER TABLE key_monitors ADD COLUMN fib_order_amount REAL",
         "ALTER TABLE key_monitors ADD COLUMN fib_margin_capital REAL",
         "ALTER TABLE key_monitors ADD COLUMN fib_leverage INTEGER",
+        "ALTER TABLE key_monitors ADD COLUMN sl_tp_mode TEXT DEFAULT 'standard'",
+        "ALTER TABLE key_monitors ADD COLUMN manual_take_profit REAL",
+        "ALTER TABLE key_monitors ADD COLUMN breakeven_enabled INTEGER DEFAULT 0",
     ):
         try:
             c.execute(ddl)
@@ -4006,26 +4019,33 @@ def _key_hard_lines_from_checks(checks):
     ]
 
 
-def _key_plan_auto_sl_tp(direction, upper, lower, checks, outside_pct):
+def _key_plan_sl_tp_for_row(row, direction, upper, lower, checks):
-    """
+    """按 key_monitors 录入的方案计算计划 SL/TP。"""
-    计划 SL/TP：止损在突破 K 极值外侧 outside_pct%，止盈为确认收盘 ± 箱体高。
+    mode = sl_tp_mode_from_row(row, "standard")
-    返回 (E, raw_sl, raw_tp, box_h)。
+    manual_tp = _sqlite_row_val(row, "manual_take_profit")
-    """
+    planned = plan_key_sl_tp(
-    E = float(checks["confirm_close"])
+        mode,
-    H = abs(float(upper) - float(lower))
+        direction,
-    br_hi = float(checks["breakout_high"])
+        upper,
-    br_lo = float(checks["breakout_low"])
+        lower,
-    m = float(outside_pct) / 100.0
+        checks,
-    if direction == "long":
+        outside_pct=KEY_STOP_OUTSIDE_BREAKOUT_PCT,
-        sl_raw = br_lo * (1.0 - m) if br_lo > 0 else 0.0
+        trend_outside_pct=KEY_TREND_STOP_OUTSIDE_PCT,
-        tp_raw = E + H
+        manual_take_profit=manual_tp,
-    else:
+    )
-        sl_raw = br_hi * (1.0 + m) if br_hi > 0 else 0.0
+    return planned, mode
-        tp_raw = E - H
-    return E, sl_raw, tp_raw, H
 
 
-def _market_open_for_key_monitor(conn, symbol, direction, exchange_symbol, stop_loss, take_profit, key_signal_type=None):
+def _market_open_for_key_monitor(
+    conn,
+    symbol,
+    direction,
+    exchange_symbol,
+    stop_loss,
+    take_profit,
+    key_signal_type=None,
+    breakeven_enabled=0,
+):
     """
     与手动「实盘下单」对齐的市价开仓与 order_monitors 写入。
     返回 (ok: bool, err_msg: Optional[str], detail: Optional[dict])
@@ -4137,7 +4157,7 @@ def _market_open_for_key_monitor(conn, symbol, direction, exchange_symbol, stop_
     else:
         breakeven_raw = float(trigger_price) * (1 + breakeven_offset_pct / 100.0)
     breakeven_price = round_price_to_exchange(exchange_symbol, breakeven_raw)
-    breakeven_enabled = 1
+    be_enabled = 1 if int(breakeven_enabled or 0) != 0 else 0
 
     conn.execute(
         "INSERT INTO order_monitors "
@@ -4164,7 +4184,7 @@ def _market_open_for_key_monitor(conn, symbol, direction, exchange_symbol, stop_
             breakeven_step_r,
             0,
             breakeven_price,
-            breakeven_enabled,
+            be_enabled,
             notional_value,
             position_ratio,
             base_amount,
@@ -4376,7 +4396,7 @@ def _insert_order_monitor_from_fib_fill(
             breakeven_step_r,
             0,
             breakeven_price,
-            1,
+            1 if breakeven_enabled_from_row(row, 0) else 0,
             notional_value,
             position_ratio,
             base_amount,
@@ -4529,7 +4549,7 @@ def check_fib_key_monitors():
     conn.close()
 
 
-def _add_fib_key_monitor(conn, symbol, direction_sel, mt, upper_px, lower_px):
+def _add_fib_key_monitor(conn, symbol, direction_sel, mt, upper_px, lower_px, breakeven_enabled=0):
     if _fib_key_exists_for_symbol(conn, symbol):
         return False, f"{symbol} 已有斐波监控（同币仅允许一条 0.618/0.786）"
     ratio = fib_ratio_from_type(mt)
@@ -4589,15 +4609,16 @@ def _add_fib_key_monitor(conn, symbol, direction_sel, mt, upper_px, lower_px):
             return False, "交易所未返回限价单 ID"
     except Exception as e:
         return False, friendly_exchange_error(e, available_usdt=available_usdt)
+    be_flag = 1 if int(breakeven_enabled or 0) != 0 else 0
     conn.execute(
         "INSERT INTO key_monitors "
         "(symbol, monitor_type, direction, upper, lower, "
         "fib_limit_order_id, fib_entry_price, fib_stop_loss, fib_take_profit, "
-        "fib_order_amount, fib_margin_capital, fib_leverage) "
+        "fib_order_amount, fib_margin_capital, fib_leverage, breakeven_enabled) "
-        "VALUES (?,?,?,?,?,?,?,?,?,?,?,?)",
+        "VALUES (?,?,?,?,?,?,?,?,?,?,?,?,?)",
         (
             symbol, mt, direction_sel, upper_px, lower_px,
-            oid, entry, sl, tp, float(amount), margin_capital, leverage,
+            oid, entry, sl, tp, float(amount), margin_capital, leverage, be_flag,
         ),
     )
     return True, None
@@ -4657,9 +4678,27 @@ def check_key_monitors():
             _finalize_key_monitor_one_shot(conn, r, msg, "key_level_alert_only")
             continue
 
-        E, sl_raw, tp_raw, box_h = _key_plan_auto_sl_tp(
+        plan_tuple, sl_tp_mode = _key_plan_sl_tp_for_row(r, direction, up, low, checks)
-            direction, up, low, checks, KEY_STOP_OUTSIDE_BREAKOUT_PCT,
+        if not plan_tuple:
+            fmt_rr = "无法计算（止损/止盈与确认价几何关系无效）"
+            rr_msg = (
+                f"# ⚠️ {sym} 关键位自动单：计划无效\n"
+                f"**账户：{_wechat_account_label()}**\n"
+                f"- 类型：{typ}｜方案：{sl_tp_mode_label(sl_tp_mode)}\n"
+                f"- 方向：**{_wechat_direction_text(direction)}**\n"
+                f"- 触发时间：`{trigger_time}`\n"
+                f"- 确认K收盘(E)：`{format_price_for_symbol(sym, checks.get('confirm_close'))}`\n"
+                f"- **{fmt_rr}**（未开仓）\n"
+                "---\n"
+                "### 硬条件\n"
+                + "\n".join(f"- {x}" for x in hard_lines)
             )
+            if risk_tip:
+                rr_msg += f"\n---\n### 逆势风险提示\n- {risk_tip}"
+            send_wechat_msg(rr_msg)
+            _finalize_key_monitor_one_shot(conn, r, rr_msg, "rr_insufficient")
+            continue
+        E, sl_raw, tp_raw, box_h = plan_tuple
         exchange_symbol = normalize_exchange_symbol(sym)
         try:
             ensure_markets_loaded()
@@ -4677,16 +4716,21 @@ def check_key_monitors():
 
         if not rr_ok:
             fmt_rr = f"{planned_rr:.4f}" if planned_rr is not None else "无法计算（止损/止盈与确认价几何关系无效）"
+            plan_line = sl_tp_plan_summary_text(
+                sl_tp_mode, direction, E, sl_raw, tp_raw, box_h,
+                outside_pct=KEY_STOP_OUTSIDE_BREAKOUT_PCT,
+                trend_outside_pct=KEY_TREND_STOP_OUTSIDE_PCT,
+            )
             rr_msg = (
                 f"# ⚠️ {sym} 关键位自动单：计划 RR 未达标\n"
                 f"**账户：{_wechat_account_label()}**\n"
-                f"- 类型：{typ}\n"
+                f"- 类型：{typ}｜{plan_line}\n"
                 f"- 方向：**{_wechat_direction_text(direction)}**\n"
                 f"- 触发时间：`{trigger_time}`\n"
                 f"- 确认K收盘(E)：`{format_price_for_symbol(sym, E)}`\n"
                 f"- 箱体高 H：`{format_price_for_symbol(sym, box_h)}`\n"
-                f"- 计划止损（突破K外侧 {KEY_STOP_OUTSIDE_BREAKOUT_PCT}%）：`{format_wechat_scalar_2dp(sl_raw)}`\n"
+                f"- 计划止损：`{format_wechat_scalar_2dp(sl_raw)}`\n"
-                f"- 计划止盈（E±1×H）：`{format_price_for_symbol(sym, tp_raw)}`\n"
+                f"- 计划止盈：`{format_price_for_symbol(sym, tp_raw)}`\n"
                 f"- **计划 RR（按确认收盘 E）：{fmt_rr} : 1**（要求 **>{KEY_AUTO_MIN_PLANNED_RR}:1**，未开仓）\n"
                 "---\n"
                 "### 硬条件\n"
@@ -4699,8 +4743,16 @@ def check_key_monitors():
             continue
 
         key_sig = typ if typ in KEY_MONITOR_AUTO_TYPES else None
+        be_on = breakeven_enabled_from_row(r, 0)
         ok_trade, trade_err, det = _market_open_for_key_monitor(
-            conn, sym, direction, exchange_symbol, sl_raw, tp_raw, key_signal_type=key_sig,
+            conn,
+            sym,
+            direction,
+            exchange_symbol,
+            sl_raw,
+            tp_raw,
+            key_signal_type=key_sig,
+            breakeven_enabled=1 if be_on else 0,
         )
         planned_rr_txt = (
             format_wechat_scalar_2dp(planned_rr) if planned_rr is not None else "-"
@@ -4741,7 +4793,8 @@ def check_key_monitors():
             f"- **来源：**{ORDER_MONITOR_TYPE_KEY_AUTO}（市价）",
             f"- 页面订单 ID：**{det['new_order_id']}**",
             f"- 交易所订单 ID：`{det.get('open_order_id') or '-'}`",
-            f"- 类型：{typ}｜{_wechat_direction_text(direction)}",
+            f"- 类型：{typ}｜方案：{sl_tp_mode_label(sl_tp_mode)}｜移动保本：{'开' if be_on else '关'}",
+            f"- 方向：**{_wechat_direction_text(direction)}**",
             f"- 触发时间：`{trigger_time}`",
             f"- 确认K收盘(E)：{format_price_for_symbol(sym, E)}（RR 阈值按此计价）",
             f"- **计划 RR（E）：{planned_rr_txt}:1**",
@@ -5536,7 +5589,8 @@ def render_main_page(page="trade"):
         f"周期 {KLINE_TIMEFRAME}｜确认K：突破棒偏移 {KEY_CONFIRM_BREAKOUT_BAR}、确认棒偏移 {KEY_CONFIRM_BAR}｜"
         f"量能：突破量 > 前{KEY_VOLUME_MA_BARS}均量×{KEY_VOLUME_RATIO_MIN}｜"
         f"自动开仓盈亏比 > {KEY_AUTO_MIN_PLANNED_RR}:1｜日成交量排名前 {KEY_DAILY_VOLUME_RANK_MAX}｜"
-        f"斐波：添加后立即挂限价 @ E，失效按标记价触达 H/L（未成交撤单）"
+        f"箱体/收敛可选 SL/TP 方案（标准 / 箱体1R·止盈1.5H / 趋势单+自填止盈）｜移动保本默认关｜"
+        f"斐波：限价 @ E（SL/TP 为 H/L），可选移动保本｜趋势止损外侧 {KEY_TREND_STOP_OUTSIDE_PCT}%"
     )
     conn.close()
     return render_template(
@@ -6265,18 +6319,50 @@ def add_key():
         pass
     upper_px = round_price_to_exchange(ex_sym_key, float(d["upper"]))
     lower_px = round_price_to_exchange(ex_sym_key, float(d["lower"]))
+    be_flag = parse_breakeven_enabled_form(d.get("breakeven_enabled"))
     if is_fib_key_monitor_type(mt):
-        ok_fib, err_fib = _add_fib_key_monitor(conn, symbol, direction_sel, mt, upper_px, lower_px)
+        ok_fib, err_fib = _add_fib_key_monitor(
+            conn, symbol, direction_sel, mt, upper_px, lower_px, breakeven_enabled=be_flag,
+        )
         conn.commit()
         conn.close()
         if not ok_fib:
             flash(err_fib or "斐波监控添加失败")
             return redirect("/key_monitor")
-        flash(f"斐波监控已添加，限价单已挂出（{symbol} 日成交量排名 {rank}/{total}）")
+        flash(
+            f"斐波监控已添加，限价单已挂出（{symbol} 日成交量排名 {rank}/{total}）"
+            f"｜移动保本：{'开' if be_flag else '关'}"
+        )
         return redirect("/key_monitor")
+    sl_tp_mode = "standard"
+    manual_tp = None
+    if mt in KEY_MONITOR_AUTO_TYPES:
+        sl_tp_mode = normalize_sl_tp_mode(d.get("sl_tp_mode"))
+        if sl_tp_mode == "trend_manual":
+            try:
+                manual_tp = float(d.get("manual_take_profit") or 0)
+            except (TypeError, ValueError):
+                manual_tp = 0
+            if manual_tp <= 0:
+                conn.close()
+                flash("趋势单方案须填写有效止盈价")
+                return redirect("/key_monitor")
+            if direction_sel == "long" and manual_tp <= upper_px:
+                conn.close()
+                flash("做多趋势单：止盈价应高于上沿（阻力）")
+                return redirect("/key_monitor")
+            if direction_sel == "short" and manual_tp >= lower_px:
+                conn.close()
+                flash("做空趋势单：止盈价应低于下沿（支撑）")
+                return redirect("/key_monitor")
+            mtpx = round_price_to_exchange(ex_sym_key, manual_tp)
+            if mtpx is not None:
+                manual_tp = float(mtpx)
     conn.execute(
-        "INSERT INTO key_monitors (symbol,monitor_type,direction,upper,lower) VALUES (?,?,?,?,?)",
+        "INSERT INTO key_monitors "
-        (symbol, mt, direction_sel, upper_px, lower_px),
+        "(symbol,monitor_type,direction,upper,lower,sl_tp_mode,manual_take_profit,breakeven_enabled) "
+        "VALUES (?,?,?,?,?,?,?,?)",
+        (symbol, mt, direction_sel, upper_px, lower_px, sl_tp_mode, manual_tp, be_flag),
     )
     conn.commit()
     conn.close()
@@ -6288,7 +6374,10 @@ def add_key():
         )
     except Exception:
         pass
-    flash(f"添加成功（{symbol} 日成交量排名 {rank}/{total}）")
+    extra = ""
+    if mt in KEY_MONITOR_AUTO_TYPES:
+        extra = f"｜方案：{sl_tp_mode_label(sl_tp_mode)}｜移动保本：{'开' if be_flag else '关'}"
+    flash(f"添加成功（{symbol} 日成交量排名 {rank}/{total}）{extra}")
     if ctr:
         flash(
             "⚠️ 4h EMA55 提示：当前与所选方向逆势；「箱体突破/收敛突破」在条件满足时仍会按计划自动市价开仓，请注意仓位。"

crypto_monitor_gate/templates/index.html

@@ -270,6 +270,15 @@
                 </select>
                 <input name="upper" step="0.0001" placeholder="上沿/阻力" required>
                 <input name="lower" step="0.0001" placeholder="下沿/支撑" required>
+                <select name="sl_tp_mode" id="key-sl-tp-mode" title="止盈止损方案">
+                    <option value="standard">标准突破</option>
+                    <option value="box_1p5">箱体1R·止盈1.5H</option>
+                    <option value="trend_manual">趋势单·自填止盈</option>
+                </select>
+                <input name="manual_take_profit" id="key-manual-tp" step="0.0001" placeholder="趋势单止盈价" style="display:none">
+                <label id="key-breakeven-wrap" style="display:inline-flex;align-items:center;gap:4px;font-size:.85rem;color:#9aa">
+                    <input type="checkbox" name="breakeven_enabled" value="1" id="key-breakeven-cb"> 移动保本
+                </label>
                 <button type="submit">添加</button>
             </form>
             <div class="rule-tip">{{ key_gate_rule_text }}</div>
@@ -289,6 +298,10 @@
                         <span class="pos-meta-item">下沿: {{ k.lower }}</span>
                         {% if k.fib_entry_price %}<span class="pos-meta-item">挂E: {{ k.fib_entry_price }}</span>{% endif %}
                         <span class="pos-meta-item">已提醒: {{ k.notification_count or 0 }}/{{ k.max_notify or 3 }}</span>
+                        {% if k.monitor_type in ['箱体突破','收敛突破'] %}
+                        <span class="pos-meta-item">方案: {{ '标准突破' if (k.sl_tp_mode or 'standard') == 'standard' else ('箱体1R·止盈1.5H' if k.sl_tp_mode == 'box_1p5' else '趋势单') }}</span>
+                        {% endif %}
+                        <span class="pos-meta-item">保本: {{ '开' if k.breakeven_enabled else '关' }}</span>
                     </div>
                     <div class="pos-grid">
                         <div class="pos-cell"><span class="pos-label">现价</span><span class="pos-value" id="key-price-{{ k.id }}">-</span></div>
@@ -1362,6 +1375,31 @@ if(journalForm){
     }
 }
 
+function syncKeyMonitorFormFields(){
+    const typeEl = document.querySelector('#key-form [name="type"]');
+    const modeEl = document.getElementById("key-sl-tp-mode");
+    const manualTp = document.getElementById("key-manual-tp");
+    const beWrap = document.getElementById("key-breakeven-wrap");
+    if(!typeEl) return;
+    const t = (typeEl.value || "").trim();
+    const autoTypes = new Set(["箱体突破","收敛突破"]);
+    const fibTypes = new Set(["斐波回调0.618","斐波回调0.786"]);
+    const showAuto = autoTypes.has(t);
+    const showBe = showAuto || fibTypes.has(t);
+    if(modeEl) modeEl.style.display = showAuto ? "" : "none";
+    if(manualTp){
+        const trend = showAuto && modeEl && modeEl.value === "trend_manual";
+        manualTp.style.display = trend ? "" : "none";
+        manualTp.required = !!trend;
+    }
+    if(beWrap) beWrap.style.display = showBe ? "inline-flex" : "none";
+}
+const keyTypeSel = document.querySelector('#key-form [name="type"]');
+const keyModeSel = document.getElementById("key-sl-tp-mode");
+if(keyTypeSel) keyTypeSel.addEventListener("change", syncKeyMonitorFormFields);
+if(keyModeSel) keyModeSel.addEventListener("change", syncKeyMonitorFormFields);
+syncKeyMonitorFormFields();
+
 const keyForm = document.getElementById("key-form");
 if(keyForm){
     keyForm.addEventListener("submit", (e)=>{

crypto_monitor_okx/.env.example

@@ -116,6 +116,9 @@ AI_MODEL=huihui_ai/deepseek-r1-abliterated:latest
 # ORDER_CHART_LIMIT=100
 # ORDER_CHART_DIR=static/images/order_charts
 # DAILY_OPEN_ALERT_THRESHOLD=5
+# 关键位：标准方案止损外侧%、趋势单方案止损外侧%（默认 0.5 / 1）
+# KEY_STOP_OUTSIDE_BREAKOUT_PCT=0.5
+# KEY_TREND_STOP_OUTSIDE_PCT=1
 # 以损定仓（按交易账户资金的百分比）
 # RISK_PERCENT=2
 # 移动保本触发（达到多少R触发）与偏移（百分比）

crypto_monitor_okx/app.py

@@ -44,6 +44,15 @@ from fib_key_monitor_lib import (
     key_signal_type_for_trade_record,
     stored_key_signal_type,
 )
+from key_sl_tp_lib import (
+    breakeven_enabled_from_row,
+    normalize_sl_tp_mode,
+    parse_breakeven_enabled_form,
+    plan_key_sl_tp,
+    sl_tp_mode_from_row,
+    sl_tp_mode_label,
+    sl_tp_plan_summary_text,
+)
 from history_window_lib import (
     PRESET_CUSTOM,
     PRESET_UTC_LAST24H,
@@ -166,6 +175,8 @@ ORDER_MONITOR_TYPE_KEY_AUTO = "关键位监控"
 KEY_MONITOR_AUTO_TYPES = frozenset({"箱体突破", "收敛突破"})
 KEY_MONITOR_ALERT_ONLY_TYPES = frozenset({"关键阻力位", "关键支撑位"})
 KEY_AUTO_MIN_PLANNED_RR = float(os.getenv("KEY_AUTO_MIN_PLANNED_RR", "1.5"))
+KEY_STOP_OUTSIDE_BREAKOUT_PCT = float(os.getenv("KEY_STOP_OUTSIDE_BREAKOUT_PCT", "0.5"))
+KEY_TREND_STOP_OUTSIDE_PCT = float(os.getenv("KEY_TREND_STOP_OUTSIDE_PCT", "1"))
 KEY_DAILY_VOLUME_RANK_MAX = int(os.getenv("KEY_DAILY_VOLUME_RANK_MAX", "30"))
 KEY_SIZING_USE_ZERO_POSITION_SNAPSHOT = os.getenv("KEY_SIZING_USE_ZERO_POSITION_SNAPSHOT", "true").lower() in (
     "1",
@@ -1223,6 +1234,9 @@ def init_db():
         "ALTER TABLE key_monitors ADD COLUMN fib_order_amount REAL",
         "ALTER TABLE key_monitors ADD COLUMN fib_margin_capital REAL",
         "ALTER TABLE key_monitors ADD COLUMN fib_leverage INTEGER",
+        "ALTER TABLE key_monitors ADD COLUMN sl_tp_mode TEXT DEFAULT 'standard'",
+        "ALTER TABLE key_monitors ADD COLUMN manual_take_profit REAL",
+        "ALTER TABLE key_monitors ADD COLUMN breakeven_enabled INTEGER DEFAULT 0",
     ):
         try:
             c.execute(ddl)
@@ -2985,6 +2999,21 @@ def _key_hard_checks(symbol, direction, upper, lower, monitor_type):
     return out
 
 
+def _key_plan_sl_tp_for_row(row, direction, upper, lower, checks):
+    mode = sl_tp_mode_from_row(row, "standard")
+    manual_tp = _sqlite_row_val(row, "manual_take_profit")
+    return plan_key_sl_tp(
+        mode,
+        direction,
+        upper,
+        lower,
+        checks,
+        outside_pct=KEY_STOP_OUTSIDE_BREAKOUT_PCT,
+        trend_outside_pct=KEY_TREND_STOP_OUTSIDE_PCT,
+        manual_take_profit=manual_tp,
+    ), mode
+
+
 def calc_price_diff_pct(current_price, target_price):
     try:
         if target_price is None:
@@ -3238,7 +3267,7 @@ def _insert_order_monitor_from_fib_fill(
             breakeven_step_r,
             0,
             breakeven_price,
-            1,
+            1 if breakeven_enabled_from_row(row, 0) else 0,
             notional_value,
             position_ratio,
             base_amount,
@@ -3399,7 +3428,7 @@ def check_fib_key_monitors():
     conn.close()
 
 
-def _add_fib_key_monitor(conn, symbol, direction_sel, mt, upper_px, lower_px):
+def _add_fib_key_monitor(conn, symbol, direction_sel, mt, upper_px, lower_px, breakeven_enabled=0):
     if _fib_key_exists_for_symbol(conn, symbol):
         return False, f"{symbol} 已有斐波监控（同币仅允许一条 0.618/0.786）"
     ratio = fib_ratio_from_type(mt)
@@ -3459,12 +3488,13 @@ def _add_fib_key_monitor(conn, symbol, direction_sel, mt, upper_px, lower_px):
             return False, "交易所未返回限价单 ID"
     except Exception as e:
         return False, friendly_okx_error(e, available_usdt=available_usdt)
+    be_flag = 1 if int(breakeven_enabled or 0) != 0 else 0
     conn.execute(
         "INSERT INTO key_monitors "
         "(symbol, monitor_type, direction, upper, lower, "
         "fib_limit_order_id, fib_entry_price, fib_stop_loss, fib_take_profit, "
-        "fib_order_amount, fib_margin_capital, fib_leverage) "
+        "fib_order_amount, fib_margin_capital, fib_leverage, breakeven_enabled) "
-        "VALUES (?,?,?,?,?,?,?,?,?,?,?,?)",
+        "VALUES (?,?,?,?,?,?,?,?,?,?,?,?,?)",
         (
             symbol,
             mt,
@@ -3478,6 +3508,7 @@ def _add_fib_key_monitor(conn, symbol, direction_sel, mt, upper_px, lower_px):
             float(amount),
             margin_capital,
             leverage,
+            be_flag,
         ),
     )
     return True, None
@@ -3532,21 +3563,10 @@ def check_key_monitors():
         risk_tip = None
         if (direction == "long" and coin4h_status == "空头") or (direction == "short" and coin4h_status == "多头"):
             risk_tip = "当前信号与本币4h(EMA55)主趋势逆势，建议降低仓位并严格执行止损。"
-        box_h = abs(float(up) - float(low)) if up is not None and low is not None else 0.0
-        c_close = float(checks.get("confirm_close") or 0)
-        b_high = float(checks.get("breakout_high") or 0)
-        b_low = float(checks.get("breakout_low") or 0)
         key_price = float(low) if direction == "long" else float(up)
-        if direction == "long":
+        sl_tp_mode = sl_tp_mode_from_row(r, "standard")
-            tp1 = c_close + box_h
+        be_on = breakeven_enabled_from_row(r, 0)
-            tp2 = c_close + box_h * 1.5
+        plan_tuple, _mode = _key_plan_sl_tp_for_row(r, direction, up, low, checks)
-            sl1 = b_low * (1 - 0.002) if b_low > 0 else None
-            sl2 = key_price * (1 - 0.002) if key_price > 0 else None
-        else:
-            tp1 = c_close - box_h
-            tp2 = c_close - box_h * 1.5
-            sl1 = b_high * (1 + 0.002) if b_high > 0 else None
-            sl2 = key_price * (1 + 0.002) if key_price > 0 else None
         hard_lines = [
             f"量能：{'通过' if checks['vol_ok'] else '不通过'}（突破K量 {round(checks['vol_break'], 4)} / 前20均量 {round(checks['avg20'], 4)}，阈值1.3x）",
             f"突破价位：{'通过' if checks['breakout_ok'] else '不通过'}（突破K收盘 {round(float(checks['breakout_close']), 8)}，关键位 {checks['edge_price']}）",
@@ -3554,9 +3574,24 @@ def check_key_monitors():
             f"第二根确认：{'通过' if checks['confirm_ok'] else '不通过'}（确认收盘 {checks['confirm_close']}，关键位 {checks['edge_price']}）",
             f"日成交量排名：{'通过' if checks['rank_ok'] else '不通过'}（{checks['rank']}/{checks['rank_total']}，要求前30）",
         ]
+        if plan_tuple:
+            E, sl_raw, tp_raw, box_h = plan_tuple
+            planned_rr = calc_rr_ratio(direction, E, sl_raw, tp_raw)
+            rr_txt = f"{planned_rr:.4f}" if planned_rr is not None else "-"
             op_lines = [
-            f"方案A：止盈=箱体1.0倍（{round(tp1, 8) if tp1 else '-' }），止损=突破K极值外0.2%（{round(sl1, 8) if sl1 else '-' }）",
+                f"录入方案：{sl_tp_mode_label(sl_tp_mode)}｜移动保本：{'开' if be_on else '关'}",
-            f"方案B：止盈=箱体1.5倍（{round(tp2, 8) if tp2 else '-' }），止损=箱体关键位外0.2%（{round(sl2, 8) if sl2 else '-' }）",
+                sl_tp_plan_summary_text(
+                    sl_tp_mode, direction, E, sl_raw, tp_raw, box_h,
+                    outside_pct=KEY_STOP_OUTSIDE_BREAKOUT_PCT,
+                    trend_outside_pct=KEY_TREND_STOP_OUTSIDE_PCT,
+                ),
+                f"计划 SL：`{round(sl_raw, 8)}`｜计划 TP：`{round(tp_raw, 8)}`｜计划 RR（E）：{rr_txt}:1",
+                "说明：OKX 本实例为提醒模式，不自动市价开仓；请按方案自行下单。",
+            ]
+        else:
+            op_lines = [
+                f"录入方案：{sl_tp_mode_label(sl_tp_mode)}｜移动保本：{'开' if be_on else '关'}",
+                "计划 SL/TP 几何无效，请检查上下沿或趋势单止盈价。",
             ]
         trigger_time = ms_to_app_local_str(int(checks["confirm_ts"])) if checks.get("confirm_ts") else app_now_str()
         msg = build_wechat_key_monitor_message(
@@ -4601,22 +4636,57 @@ def add_key():
     lw = round_price_to_exchange(ex_sym_key, float(d["lower"]))
     upper_px = float(uh) if uh is not None else float(d["upper"])
     lower_px = float(lw) if lw is not None else float(d["lower"])
+    be_flag = parse_breakeven_enabled_form(d.get("breakeven_enabled"))
     if is_fib_key_monitor_type(mt):
-        ok_fib, err_fib = _add_fib_key_monitor(conn, symbol, direction_sel, mt, upper_px, lower_px)
+        ok_fib, err_fib = _add_fib_key_monitor(
+            conn, symbol, direction_sel, mt, upper_px, lower_px, breakeven_enabled=be_flag,
+        )
         conn.commit()
         conn.close()
         if not ok_fib:
             flash(err_fib or "斐波监控添加失败")
             return redirect("/")
-        flash(f"斐波监控已添加，限价单已挂出（{symbol} 日成交量排名 {rank}/{total}）")
+        flash(
+            f"斐波监控已添加，限价单已挂出（{symbol} 日成交量排名 {rank}/{total}）"
+            f"｜移动保本：{'开' if be_flag else '关'}"
+        )
         return redirect("/")
+    sl_tp_mode = "standard"
+    manual_tp = None
+    if mt in KEY_MONITOR_AUTO_TYPES:
+        sl_tp_mode = normalize_sl_tp_mode(d.get("sl_tp_mode"))
+        if sl_tp_mode == "trend_manual":
+            try:
+                manual_tp = float(d.get("manual_take_profit") or 0)
+            except (TypeError, ValueError):
+                manual_tp = 0
+            if manual_tp <= 0:
+                conn.close()
+                flash("趋势单方案须填写有效止盈价")
+                return redirect("/")
+            if direction_sel == "long" and manual_tp <= upper_px:
+                conn.close()
+                flash("做多趋势单：止盈价应高于上沿（阻力）")
+                return redirect("/")
+            if direction_sel == "short" and manual_tp >= lower_px:
+                conn.close()
+                flash("做空趋势单：止盈价应低于下沿（支撑）")
+                return redirect("/")
+            mtpx = round_price_to_exchange(ex_sym_key, manual_tp)
+            if mtpx is not None:
+                manual_tp = float(mtpx)
     conn.execute(
-        "INSERT INTO key_monitors (symbol,monitor_type,direction,upper,lower) VALUES (?,?,?,?,?)",
+        "INSERT INTO key_monitors "
-        (symbol, mt, direction_sel, upper_px, lower_px),
+        "(symbol,monitor_type,direction,upper,lower,sl_tp_mode,manual_take_profit,breakeven_enabled) "
+        "VALUES (?,?,?,?,?,?,?,?)",
+        (symbol, mt, direction_sel, upper_px, lower_px, sl_tp_mode, manual_tp, be_flag),
     )
     conn.commit()
     conn.close()
-    flash(f"添加成功（{symbol} 日成交量排名 {rank}/{total}）")
+    extra = ""
+    if mt in KEY_MONITOR_AUTO_TYPES:
+        extra = f"｜方案：{sl_tp_mode_label(sl_tp_mode)}｜移动保本：{'开' if be_flag else '关'}"
+    flash(f"添加成功（{symbol} 日成交量排名 {rank}/{total}）{extra}")
     return redirect("/")
 
 @app.route("/add_order", methods=["POST"])

crypto_monitor_okx/templates/index.html

@@ -208,6 +208,15 @@
                 </select>
                 <input name="upper" step="0.0001" placeholder="上沿/阻力" required>
                 <input name="lower" step="0.0001" placeholder="下沿/支撑" required>
+                <select name="sl_tp_mode" id="key-sl-tp-mode" title="止盈止损方案">
+                    <option value="standard">标准突破</option>
+                    <option value="box_1p5">箱体1R·止盈1.5H</option>
+                    <option value="trend_manual">趋势单·自填止盈</option>
+                </select>
+                <input name="manual_take_profit" id="key-manual-tp" step="0.0001" placeholder="趋势单止盈价" style="display:none">
+                <label id="key-breakeven-wrap" style="display:inline-flex;align-items:center;gap:4px;font-size:.85rem;color:#9aa">
+                    <input type="checkbox" name="breakeven_enabled" value="1" id="key-breakeven-cb"> 移动保本
+                </label>
                 <button type="submit">添加</button>
             </form>
             <div class="rule-tip">{{ key_gate_rule_text }}</div>
@@ -219,6 +228,8 @@
                         上:{{ k.upper }} 下:{{ k.lower }}
                         {% if k.fib_entry_price %}| 挂E:{{ k.fib_entry_price }}{% endif %}
                         | 已提醒:{{ k.notification_count or 0 }}/{{ k.max_notify or 3 }}
+                        {% if k.monitor_type in ['箱体突破','收敛突破'] %}| 方案:{{ '标准' if (k.sl_tp_mode or 'standard') == 'standard' else ('1.5H' if k.sl_tp_mode == 'box_1p5' else '趋势') }}{% endif %}
+                        | 保本:{{ '开' if k.breakeven_enabled else '关' }}
                         | 现价:<span id="key-price-{{ k.id }}">-</span>
                         | 距上沿:<span id="key-up-diff-{{ k.id }}">-</span>
                         | 距下沿:<span id="key-low-diff-{{ k.id }}">-</span>
@@ -1168,6 +1179,31 @@ if(journalForm){
     });
 }
 
+function syncKeyMonitorFormFields(){
+    const typeEl = document.querySelector('#key-form [name="type"]');
+    const modeEl = document.getElementById("key-sl-tp-mode");
+    const manualTp = document.getElementById("key-manual-tp");
+    const beWrap = document.getElementById("key-breakeven-wrap");
+    if(!typeEl) return;
+    const t = (typeEl.value || "").trim();
+    const autoTypes = new Set(["箱体突破","收敛突破"]);
+    const fibTypes = new Set(["斐波回调0.618","斐波回调0.786"]);
+    const showAuto = autoTypes.has(t);
+    const showBe = showAuto || fibTypes.has(t);
+    if(modeEl) modeEl.style.display = showAuto ? "" : "none";
+    if(manualTp){
+        const trend = showAuto && modeEl && modeEl.value === "trend_manual";
+        manualTp.style.display = trend ? "" : "none";
+        manualTp.required = !!trend;
+    }
+    if(beWrap) beWrap.style.display = showBe ? "inline-flex" : "none";
+}
+const keyTypeSel = document.querySelector('#key-form [name="type"]');
+const keyModeSel = document.getElementById("key-sl-tp-mode");
+if(keyTypeSel) keyTypeSel.addEventListener("change", syncKeyMonitorFormFields);
+if(keyModeSel) keyModeSel.addEventListener("change", syncKeyMonitorFormFields);
+syncKeyMonitorFormFields();
+
 const keyForm = document.getElementById("key-form");
 if(keyForm){
     keyForm.addEventListener("submit", (e)=>{

key_sl_tp_lib.py

@@ -0,0 +1,139 @@
+"""关键位箱体/收敛：止盈止损方案（Binance / Gate / OKX 共用）。"""
+
+KEY_SL_TP_MODES = frozenset({"standard", "box_1p5", "trend_manual"})
+
+KEY_SL_TP_MODE_LABELS = {
+    "standard": "标准突破",
+    "box_1p5": "箱体1R·止盈1.5H",
+    "trend_manual": "趋势单·自填止盈",
+}
+
+KEY_MONITOR_AUTO_TYPES_FOR_FORM = frozenset({"箱体突破", "收敛突破"})
+
+
+def normalize_sl_tp_mode(raw):
+    m = (raw or "standard").strip().lower()
+    if m in ("box_1p5", "box15", "box-1.5", "box_1.5"):
+        return "box_1p5"
+    if m in ("trend_manual", "trend", "manual"):
+        return "trend_manual"
+    if m in KEY_SL_TP_MODES:
+        return m
+    return "standard"
+
+
+def sl_tp_mode_label(mode):
+    return KEY_SL_TP_MODE_LABELS.get(normalize_sl_tp_mode(mode), normalize_sl_tp_mode(mode))
+
+
+def sl_tp_mode_from_row(row, default="standard"):
+    try:
+        if hasattr(row, "keys") and "sl_tp_mode" in row.keys():
+            raw = row["sl_tp_mode"]
+        else:
+            raw = row.get("sl_tp_mode") if isinstance(row, dict) else None
+    except Exception:
+        raw = None
+    return normalize_sl_tp_mode(raw if raw not in (None, "") else default)
+
+
+def breakeven_enabled_from_row(row, default=0):
+    try:
+        if hasattr(row, "keys") and "breakeven_enabled" in row.keys():
+            v = row["breakeven_enabled"]
+        else:
+            v = row.get("breakeven_enabled") if isinstance(row, dict) else None
+    except Exception:
+        v = None
+    if v is None:
+        return int(default) != 0
+    return int(v) != 0
+
+
+def parse_breakeven_enabled_form(form_value):
+    return 1 if (form_value or "").strip().lower() in ("1", "true", "on", "yes") else 0
+
+
+def plan_key_sl_tp(
+    mode,
+    direction,
+    upper,
+    lower,
+    checks,
+    *,
+    outside_pct,
+    trend_outside_pct,
+    manual_take_profit=None,
+):
+    """
+    以确认 K 收盘 E 为「当前价」计算计划 SL/TP。
+    返回 (E, sl_raw, tp_raw, box_h) 或 None（几何无效 / 模式3缺止盈）。
+    """
+    try:
+        E = float(checks["confirm_close"])
+        H = abs(float(upper) - float(lower))
+    except (TypeError, ValueError, KeyError):
+        return None
+    if H <= 0:
+        return None
+    direction = (direction or "long").strip().lower()
+    mode = normalize_sl_tp_mode(mode)
+
+    if mode == "box_1p5":
+        if direction == "long":
+            sl_raw = E - H
+            tp_raw = E + 1.5 * H
+        else:
+            sl_raw = E + H
+            tp_raw = E - 1.5 * H
+        return E, sl_raw, tp_raw, H
+
+    if mode == "trend_manual":
+        try:
+            br_hi = float(checks["breakout_high"])
+            br_lo = float(checks["breakout_low"])
+            tp_raw = float(manual_take_profit)
+        except (TypeError, ValueError, KeyError):
+            return None
+        m = float(trend_outside_pct) / 100.0
+        if direction == "long":
+            sl_raw = br_lo * (1.0 - m) if br_lo > 0 else 0.0
+            if tp_raw <= E or sl_raw <= 0:
+                return None
+        else:
+            sl_raw = br_hi * (1.0 + m) if br_hi > 0 else 0.0
+            if tp_raw >= E or sl_raw <= 0:
+                return None
+        return E, sl_raw, tp_raw, H
+
+    # standard：突破 K 极值外侧 + 止盈 E±1×H
+    try:
+        br_hi = float(checks["breakout_high"])
+        br_lo = float(checks["breakout_low"])
+    except (TypeError, ValueError, KeyError):
+        return None
+    om = float(outside_pct) / 100.0
+    if direction == "long":
+        sl_raw = br_lo * (1.0 - om) if br_lo > 0 else 0.0
+        tp_raw = E + H
+    else:
+        sl_raw = br_hi * (1.0 + om) if br_hi > 0 else 0.0
+        tp_raw = E - H
+    return E, sl_raw, tp_raw, H
+
+
+def sl_tp_plan_summary_text(mode, direction, E, sl_raw, tp_raw, box_h, *, outside_pct, trend_outside_pct):
+    """微信/页面用一行计划 SL/TP 说明。"""
+    mode = normalize_sl_tp_mode(mode)
+    direction = (direction or "long").strip().lower()
+    if mode == "box_1p5":
+        return (
+            f"方案：{sl_tp_mode_label(mode)}｜E={E}｜SL=E∓1×H({box_h})｜TP=E∓1.5×H"
+        )
+    if mode == "trend_manual":
+        return (
+            f"方案：{sl_tp_mode_label(mode)}｜E={E}｜SL=突破K极值外{trend_outside_pct}%｜TP={tp_raw}（录入）"
+        )
+    return (
+        f"方案：{sl_tp_mode_label(mode)}｜E={E}｜SL=突破K外{outside_pct}%｜TP=E±1×H({box_h})"
+    )

关键位止盈止损与移动保本更新说明.md

@@ -0,0 +1,164 @@
+# 关键位止盈止损方案 & 移动保本开关 — 更新说明
+
+**版本日期：** 2026-05-21  
+**影响实例：** `crypto_monitor_binance`（币安）、`crypto_monitor_gate`（Gate）、`crypto_monitor_okx`（OKX）  
+**共用库：** 仓库根目录 `key_sl_tp_lib.py`（计算逻辑）、`fib_key_monitor_lib.py`（斐波 SL/TP 不变）
+
+---
+
+## 1. 变更摘要
+
+| 项 | 变更前 | 变更后 |
+|----|--------|--------|
+| 箱体/收敛 SL/TP | 仅一种（标准突破） | 添加时可三选一 |
+| 移动保本（关键位） | 自动单写死开启 | 添加时可勾选，**默认关闭** |
+| 斐波 SL/TP | H/L 限价方案 | **不变**；仅增加移动保本开关 |
+| 历史 `key_monitors` | 无新字段 | 缺字段视为 **标准方案 + 保本关** |
+
+---
+
+## 2. 数据库（`key_monitors` 新增列）
+
+启动时自动 `ALTER TABLE`（已有库兼容）：
+
+| 字段 | 类型 | 默认 | 说明 |
+|------|------|------|------|
+| `sl_tp_mode` | TEXT | `standard` | `standard` / `box_1p5` / `trend_manual` |
+| `manual_take_profit` | REAL | NULL | 仅 `trend_manual` 使用 |
+| `breakeven_enabled` | INTEGER | `0` | 0=关，1=开 |
+
+旧记录无上述列时，读取逻辑按 **`standard` + 保本关** 处理。
+
+---
+
+## 3. 三种止盈止损方案（仅箱体突破 / 收敛突破）
+
+计划价 **E** = 确认 K（倒数第 1 根已闭合 5m）收盘价；**H** = \|上沿 − 下沿\|。  
+自动开仓（币安/Gate）前仍须：**计划 RR（按 E）> `KEY_AUTO_MIN_PLANNED_RR`**（默认 1.5）。
+
+### 3.1 标准突破 `standard`（原逻辑）
+
+| 方向 | 止损 SL | 止盈 TP |
+|------|---------|---------|
+| 多 | 突破 K 最低价 × (1 − `KEY_STOP_OUTSIDE_BREAKOUT_PCT`/100) | E + 1×H |
+| 空 | 突破 K 最高价 × (1 + 外侧%) | E − 1×H |
+
+默认外侧：**0.5%**（`KEY_STOP_OUTSIDE_BREAKOUT_PCT`）。
+
+### 3.2 箱体 1R / 止盈 1.5H `box_1p5`
+
+以 **E 为当前价**，风险距离 = 1×H，止盈距离 = 1.5×H，**计划 RR 固定约 1.5:1**。
+
+| 方向 | 止损 SL | 止盈 TP |
+|------|---------|---------|
+| 多 | E − H | E + 1.5×H |
+| 空 | E + H | E − 1.5×H |
+
+### 3.3 趋势单 + 自填止盈 `trend_manual`
+
+| 方向 | 止损 SL | 止盈 TP |
+|------|---------|---------|
+| 多 | 突破 K 最低价 × (1 − `KEY_TREND_STOP_OUTSIDE_PCT`/100) | 添加时录入的 `manual_take_profit` |
+| 空 | 突破 K 最高价 × (1 + 外侧%) | 同上 |
+
+- 环境变量 **`KEY_TREND_STOP_OUTSIDE_PCT`**，默认 **1**（即 1%）。
+- 添加时校验：做多止盈 > 上沿；做空止盈 < 下沿。
+
+---
+
+## 4. 斐波回调 0.618 / 0.786
+
+- **SL/TP**：仍为 `calc_fib_plan`（多：SL=L、TP=H；空：SL=H、TP=L），**无**三方案下拉。
+- **移动保本**：添加时可勾选；成交写入 `order_monitors` 时带入该勾选状态（默认关）。
+
+---
+
+## 5. 移动保本
+
+| 场景 | 行为 |
+|------|------|
+| 关键位添加 | 复选框「移动保本」，**默认不勾选** |
+| 箱体/收敛自动开仓成功 | `order_monitors.breakeven_enabled` = 添加时的选择 |
+| 斐波限价成交后 | 同上 |
+| 人工「实盘下单」 | **不变**：仍为表单勾选，默认仍可按原页面逻辑 |
+
+触发参数仍用全局 `.env`：`BREAKEVEN_RR_TRIGGER`、`BREAKEVEN_STEP_R`、`BREAKEVEN_OFFSET_PCT`。
+
+---
+
+## 6. 前端（关键位添加表单）
+
+在「上沿 / 下沿」后增加：
+
+1. **止盈止损方案**（仅类型为箱体突破、收敛突破时显示）
+2. **趋势单止盈价**（仅选「趋势单·自填止盈」时显示且必填）
+3. **移动保本**（箱体/收敛/斐波显示；默认不勾）
+
+活跃列表卡片展示：**方案**、**保本：开/关**。
+
+---
+
+## 7. 环境变量
+
+```env
+# 标准方案：突破 K 极值外侧 %
+KEY_STOP_OUTSIDE_BREAKOUT_PCT=0.5
+
+# 趋势单方案：突破 K 极值外侧 %
+KEY_TREND_STOP_OUTSIDE_PCT=1
+```
+
+已写入各实例 `.env.example`（Binance / Gate / OKX）。
+
+---
+
+## 8. 交易所差异
+
+| 实例 | 箱体/收敛触发后 |
+|------|----------------|
+| **Binance / Gate** | 门控通过 → 按方案算 SL/TP → 市价开仓 → 挂交易所 TP/SL → 写入下单监控 |
+| **OKX** | 门控通过 → **企业微信提醒**（推送中含录入方案的计划 SL/TP/RR），**不自动市价开仓** |
+
+OKX 用户按推送中的计划价自行下单；斐波仍为限价 + 成交后挂 TP/SL（与原先一致）。
+
+---
+
+## 9. 涉及文件清单
+
+| 路径 | 说明 |
+|------|------|
+| `key_sl_tp_lib.py` | **新建**，三方案计算与文案 |
+| `crypto_monitor_binance/app.py` | 门控触发、开仓、斐波、add_key |
+| `crypto_monitor_binance/templates/index.html` | 表单 + JS + 列表展示 |
+| `crypto_monitor_binance/.env.example` | `KEY_TREND_STOP_OUTSIDE_PCT` |
+| `crypto_monitor_gate/app.py` | 同 Binance |
+| `crypto_monitor_gate/templates/index.html` | 同 Binance |
+| `crypto_monitor_gate/.env.example` | 同上 |
+| `crypto_monitor_okx/app.py` | add_key、提醒文案、斐波保本 |
+| `crypto_monitor_okx/templates/index.html` | 表单 + JS |
+| `crypto_monitor_okx/.env.example` | 注释项 |
+
+---
+
+## 10. 部署与验证建议
+
+1. `git pull` 后重启三个实例的 Flask 进程（会自动迁移 `key_monitors` 列）。
+2. 在 `.env` 中按需设置 `KEY_TREND_STOP_OUTSIDE_PCT`（不配则用默认 1）。
+3. **验证 Binance/Gate**
+   - 添加箱体突破，选「箱体1R·止盈1.5H」，不勾保本 → 触发后微信应显示方案名、保本关、SL/TP 符合 E±H / E±1.5H。
+   - 添加趋势单，填止盈，勾保本 → 成交后持仓卡片「移动保本:开」。
+4. **验证 OKX**：门控通过时微信应含「录入方案」与计划 SL/TP，并注明提醒模式不自动开仓。
+5. 旧关键位条目：列表应显示「方案:标准突破」「保本:关」（除非库中已有新字段值）。
+
+---
+
+## 11. 代码入口（便于二次开发）
+
+| 功能 | 符号 |
+|------|------|
+| 计划 SL/TP | `plan_key_sl_tp()` in `key_sl_tp_lib.py` |
+| 按监控行计算 | `_key_plan_sl_tp_for_row()` in各 `app.py` |
+| 添加关键位 | `add_key()` |
+| 箱体/收敛轮询 | `check_key_monitors()`（OKX 仅提醒） |
+| 斐波添加 | `_add_fib_key_monitor(..., breakeven_enabled=)` |
+| 自动开仓写监控 | `_market_open_for_key_monitor(..., breakeven_enabled=)` |