bot增加保本

crypto_monitor_gate_bot/.env.example

@@ -141,6 +141,8 @@ AI_MODEL=huihui_ai/deepseek-r1-abliterated:latest
 # 趋势回调策略（可选，见 趋势回调策略说明.md）
 # TREND_PULLBACK_DCA_LEGS=5
 # TREND_PULLBACK_PREVIEW_TTL_SECONDS=120
+# 趋势回调手动保本：相对持仓均价的默认偏移（%）；多=均价×(1+pct/100)，空=均价×(1-pct/100)
+# TREND_PULLBACK_MANUAL_BREAKEVEN_OFFSET_PCT=0.3
 # TREND_PREVIEW_MAX_BALANCE_DRIFT_PCT=5
 
 APP_TIMEZONE=Asia/Shanghai

crypto_monitor_gate_bot/app.py

@@ -29,6 +29,19 @@ except ImportError:
     ImageFont = None  # type: ignore
 
 BASE_DIR = os.path.dirname(os.path.abspath(__file__))
+_REPO_ROOT = os.path.dirname(BASE_DIR)
+import sys
+
+if _REPO_ROOT not in sys.path:
+    sys.path.insert(0, _REPO_ROOT)
+from history_window_lib import (
+    PRESET_CUSTOM,
+    PRESET_UTC_LAST24H,
+    PRESET_UTC_LAST7D,
+    PRESET_UTC_TODAY,
+    resolve_window,
+    utc_window_to_bj_sql_strings,
+)
 
 
 def load_env_file(path):
@@ -157,6 +170,10 @@ TREND_PULLBACK_DCA_LEGS = max(1, int(os.getenv("TREND_PULLBACK_DCA_LEGS", "5")))
 TREND_PULLBACK_PREVIEW_TTL_SECONDS = max(10, int(os.getenv("TREND_PULLBACK_PREVIEW_TTL_SECONDS", "120")))
 # 确认执行时：当前可用余额与预览快照相对偏差超过该百分比则拒绝（避免余额被划走后仍按旧计划满仓）
 TREND_PREVIEW_MAX_BALANCE_DRIFT_PCT = float(os.getenv("TREND_PREVIEW_MAX_BALANCE_DRIFT_PCT", "5"))
+# 趋势回调：手动保本默认相对均价偏移（%）；多=均价×(1+pct/100)，空=均价×(1-pct/100)
+TREND_PULLBACK_MANUAL_BREAKEVEN_OFFSET_PCT = float(
+    os.getenv("TREND_PULLBACK_MANUAL_BREAKEVEN_OFFSET_PCT", "0.3")
+)
 MONITOR_TYPE_TREND = "趋势回调"
 KLINE_TIMEFRAME = os.getenv("KLINE_TIMEFRAME", "5m")
 FULL_MARGIN_BUFFER_RATIO = float(os.getenv("FULL_MARGIN_BUFFER_RATIO", "0.98"))
@@ -1294,6 +1311,15 @@ def init_db():
         c.execute("ALTER TABLE trend_pullback_plans ADD COLUMN leg_amounts_json TEXT")
     except Exception:
         pass
+    for ddl in (
+        "ALTER TABLE trend_pullback_plans ADD COLUMN initial_stop_loss REAL",
+        "ALTER TABLE trend_pullback_plans ADD COLUMN breakeven_applied INTEGER DEFAULT 0",
+        "ALTER TABLE trend_pullback_plans ADD COLUMN breakeven_applied_at TEXT",
+    ):
+        try:
+            c.execute(ddl)
+        except Exception:
+            pass
 
     c.execute(
         """CREATE TABLE IF NOT EXISTS trend_pullback_previews (
@@ -3514,8 +3540,35 @@ def trend_plan_history_status_label(status):
     }.get(s, status or "-")
 
 
+def _list_window_from_request():
+    return resolve_window(request.args, default_preset=PRESET_UTC_TODAY)
+
+
+def calc_trend_manual_breakeven_stop(direction, entry_price, offset_pct=None):
+    """趋势回调手动保本：默认开仓均价 + offset_pct%（多上移、空下移）。"""
+    try:
+        e = float(entry_price)
+        pct = float(
+            offset_pct
+            if offset_pct is not None
+            else TREND_PULLBACK_MANUAL_BREAKEVEN_OFFSET_PCT
+        )
+    except (TypeError, ValueError):
+        return None
+    if e <= 0:
+        return None
+    direction = (direction or "long").strip().lower()
+    if direction == "short":
+        return e * (1.0 - pct / 100.0)
+    return e * (1.0 + pct / 100.0)
+
+
 def enrich_active_trend_plan_row(row):
     d = row_to_dict(row)
+    try:
+        d["breakeven_applied"] = int(d.get("breakeven_applied") or 0) != 0
+    except Exception:
+        d["breakeven_applied"] = False
     ex_sym = d.get("exchange_symbol") or normalize_exchange_symbol(d.get("symbol") or "")
     direction = (d.get("direction") or "long").lower()
     m = get_live_position_exchange_metrics(ex_sym, direction)
@@ -4225,6 +4278,66 @@ def _trend_refresh_stop_only(exchange_symbol, direction, stop_loss):
     _gate_place_stop_loss_only_position(exchange_symbol, direction, stop_loss)
 
 
+def apply_trend_pullback_manual_breakeven(conn, row, offset_pct=None):
+    """运行中趋势计划：将交易所止损移至均价+偏移（默认 0.3%），仅当新止损更优时生效。"""
+    if (row["status"] or "").strip() != "active":
+        return False, "计划已结束"
+    if not int(row["first_order_done"] or 0):
+        return False, "尚未完成首仓，无法保本"
+    avg_e = float(row["avg_entry_price"] or 0)
+    if avg_e <= 0:
+        return False, "缺少有效持仓均价"
+    direction = (row["direction"] or "long").lower()
+    ex_sym = row["exchange_symbol"] or normalize_exchange_symbol(row["symbol"])
+    pos = get_live_position_contracts(ex_sym, direction)
+    if pos is None or float(pos) <= 0:
+        return False, "交易所当前无该方向持仓"
+    new_sl_raw = calc_trend_manual_breakeven_stop(direction, avg_e, offset_pct)
+    if new_sl_raw is None:
+        return False, "保本价计算失败"
+    new_sl = round_price_to_exchange(ex_sym, new_sl_raw)
+    if new_sl is None:
+        return False, "保本价经交易所精度舍入后无效"
+    new_sl = float(new_sl)
+    cur_sl = float(row["stop_loss"] or 0)
+    if direction == "long":
+        if new_sl <= cur_sl:
+            return False, f"新止损 {new_sl} 未高于当前止损 {cur_sl}（多仓需上移）"
+    else:
+        if new_sl >= cur_sl:
+            return False, f"新止损 {new_sl} 未低于当前止损 {cur_sl}（空仓需下移）"
+    try:
+        _trend_refresh_stop_only(ex_sym, direction, new_sl)
+    except Exception as e:
+        return False, friendly_exchange_error(e)
+    now_s = app_now_str()
+    conn.execute(
+        "UPDATE trend_pullback_plans SET stop_loss=?, breakeven_applied=1, breakeven_applied_at=? WHERE id=?",
+        (new_sl, now_s, row["id"]),
+    )
+    pct_used = float(
+        offset_pct
+        if offset_pct is not None
+        else TREND_PULLBACK_MANUAL_BREAKEVEN_OFFSET_PCT
+    )
+    sym = row["symbol"]
+    send_wechat_msg(
+        "\n".join(
+            [
+                f"# ✅ {sym} 趋势回调手动保本",
+                f"**账户：{_wechat_account_label()}**",
+                f"- 计划 ID：**{row['id']}**",
+                f"- 方向：{_wechat_direction_text(direction)}",
+                f"- 持仓均价：{format_price_for_symbol(sym, avg_e)}",
+                f"- 偏移：{pct_used}%（相对均价）",
+                f"- 新止损：{format_price_for_symbol(sym, new_sl)}",
+                f"- 交易所：已更新仓位止损触发单",
+            ]
+        )
+    )
+    return True, None
+
+
 def _trend_weighted_avg(old_avg, old_amt, fill_px, add_amt):
     try:
         oa, aa = float(old_amt), float(add_amt)
@@ -4937,6 +5050,8 @@ def api_sync_positions():
 def render_main_page(page="trade"):
     now = app_now()
     trading_day = get_trading_day(now)
+    list_window = _list_window_from_request()
+    start_bj, end_bj = utc_window_to_bj_sql_strings(list_window["start_utc"], list_window["end_utc"], APP_TZ)
     conn = get_db()
     session_row = ensure_session(conn, trading_day)
     local_current_capital = float(session_row["current_capital"])
@@ -4957,7 +5072,14 @@ def render_main_page(page="trade"):
             sync_trend_trade_records_from_exchange(conn)
         except Exception:
             pass
-    raw_records = conn.execute("SELECT * FROM trade_records ORDER BY id DESC").fetchall()
+    if page in ("records", "plan_history"):
+        raw_records = conn.execute(
+            "SELECT * FROM trade_records WHERE COALESCE(closed_at, created_at, opened_at) >= ? "
+            "AND COALESCE(closed_at, created_at, opened_at) <= ? ORDER BY id DESC LIMIT 2000",
+            (start_bj, end_bj),
+        ).fetchall()
+    else:
+        raw_records = conn.execute("SELECT * FROM trade_records ORDER BY id DESC LIMIT 500").fetchall()
     records = [to_effective_trade_dict(r) for r in raw_records]
     total = len(records)
     miss_count = sum(1 for r in records if (r.get("effective_result") or "") == "错过")
@@ -4981,14 +5103,18 @@ def render_main_page(page="trade"):
     preview_snapshots = []
     if page == "plan_history":
         plan_history_raw = conn.execute(
-            "SELECT * FROM trend_pullback_plans WHERE status != 'active' ORDER BY id DESC LIMIT 100"
+            "SELECT * FROM trend_pullback_plans WHERE status != 'active' "
+            "AND COALESCE(opened_at, '') >= ? AND COALESCE(opened_at, '') <= ? ORDER BY id DESC LIMIT 500",
+            (start_bj, end_bj),
         ).fetchall()
         for pr in plan_history_raw:
             pd = row_to_dict(pr)
             pd["status_label"] = trend_plan_history_status_label(pd.get("status"))
             plan_history.append(pd)
         snap_rows = conn.execute(
-            "SELECT * FROM trend_pullback_preview_snapshots ORDER BY id DESC LIMIT 150"
+            "SELECT * FROM trend_pullback_preview_snapshots WHERE COALESCE(preview_created_at, '') >= ? "
+            "AND COALESCE(preview_created_at, '') <= ? ORDER BY id DESC LIMIT 500",
+            (start_bj, end_bj),
         ).fetchall()
         for sr in snap_rows:
             sd = row_to_dict(sr)
@@ -5067,6 +5193,14 @@ def render_main_page(page="trade"):
         trend_preview_expired=trend_preview_expired,
         trend_preview_id_arg=trend_preview_id_arg,
         trend_preview_max_drift_pct=TREND_PREVIEW_MAX_BALANCE_DRIFT_PCT,
+        trend_manual_breakeven_offset_pct=TREND_PULLBACK_MANUAL_BREAKEVEN_OFFSET_PCT,
+        list_window=list_window,
+        list_window_presets={
+            "utc_today": PRESET_UTC_TODAY,
+            "utc_last24h": PRESET_UTC_LAST24H,
+            "utc_last7d": PRESET_UTC_LAST7D,
+            "custom": PRESET_CUSTOM,
+        },
         focus_key_id=(key_list[0]["id"] if key_list else None),
         focus_order_id=(order_list[0]["id"] if order_list else None),
         data_export_version=3,
@@ -6019,10 +6153,10 @@ def execute_trend_pullback():
     opened_ms = _to_ms_with_fallback(None, opened_at)
     cur = conn.execute(
         """INSERT INTO trend_pullback_plans (
-            status,symbol,exchange_symbol,direction,leverage,stop_loss,add_upper,take_profit,risk_percent,
+            status,symbol,exchange_symbol,direction,leverage,stop_loss,initial_stop_loss,add_upper,take_profit,risk_percent,
             snapshot_available_usdt,snapshot_at,plan_margin_capital,target_order_amount,first_order_amount,remainder_total,
             dca_legs,per_leg_amount,grid_prices_json,leg_amounts_json,legs_done,first_order_done,last_mark_price,avg_entry_price,order_amount_open,opened_at,opened_at_ms,session_date,message
-        ) VALUES (?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?)""",
+        ) VALUES (?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?)""",
         (
             "active",
             symbol,
@@ -6030,6 +6164,7 @@ def execute_trend_pullback():
             direction,
             leverage,
             stop_loss,
+            stop_loss,
             add_upper,
             take_profit,
             risk_percent,
@@ -6086,6 +6221,37 @@ def cancel_trend_pullback_preview():
     return redirect(url_for("trade_page"))
 
 
+@app.route("/trend_pullback_breakeven/<int:pid>", methods=["POST"])
+@login_required
+def trend_pullback_breakeven(pid):
+    offset_raw = (request.form.get("breakeven_offset_pct") or "").strip()
+    offset_pct = None
+    if offset_raw:
+        try:
+            offset_pct = float(offset_raw)
+            if offset_pct < 0:
+                raise ValueError
+        except ValueError:
+            flash("保本偏移% 格式无效")
+            return redirect(url_for("trade_page"))
+    conn = get_db()
+    row = conn.execute(
+        "SELECT * FROM trend_pullback_plans WHERE id=? AND status='active'", (pid,)
+    ).fetchone()
+    if not row:
+        conn.close()
+        flash("未找到运行中的趋势回调计划")
+        return redirect(url_for("trade_page"))
+    ok, err = apply_trend_pullback_manual_breakeven(conn, row, offset_pct=offset_pct)
+    conn.commit()
+    conn.close()
+    if ok:
+        flash("已手动保本：交易所止损已按均价+偏移更新")
+    else:
+        flash(err or "手动保本失败")
+    return redirect(url_for("trade_page"))
+
+
 @app.route("/stop_trend_pullback/<int:pid>")
 @login_required
 def stop_trend_pullback(pid):
@@ -6222,12 +6388,17 @@ def _md_response(filename, content):
 @app.route("/export/trade_records")
 @login_required
 def export_trade_records():
+    win = _list_window_from_request()
+    start_bj, end_bj = utc_window_to_bj_sql_strings(win["start_utc"], win["end_utc"], APP_TZ)
     conn = get_db()
     rows = conn.execute(
         "SELECT id,symbol,monitor_type,direction,trigger_price,stop_loss,take_profit,margin_capital,leverage,"
         "pnl_amount,hold_seconds,hold_minutes,opened_at,closed_at,result,miss_reason,"
         "entry_reason,reviewed_entry_reason,created_at,trend_plan_id,exchange_realized_pnl,"
-        "exchange_opened_at,exchange_closed_at,exchange_sync_key FROM trade_records ORDER BY id ASC"
+        "exchange_opened_at,exchange_closed_at,exchange_sync_key FROM trade_records "
+        "WHERE COALESCE(closed_at, created_at, opened_at) >= ? "
+        "AND COALESCE(closed_at, created_at, opened_at) <= ? ORDER BY id ASC",
+        (start_bj, end_bj),
     ).fetchall()
     conn.close()
     head_base = [

crypto_monitor_gate_bot/templates/index.html

@@ -136,6 +136,8 @@
         .export-bar{display:flex;flex-wrap:wrap;gap:8px;align-items:center;margin-bottom:12px;font-size:.85rem}
         .export-bar a{color:#8fc8ff;text-decoration:none;padding:6px 10px;border:1px solid #304164;border-radius:8px;background:#151a2a}
         .export-bar a:hover{background:#1f2740}
+        .list-window-bar{display:flex;flex-wrap:wrap;gap:8px;align-items:center;margin-bottom:12px;padding:10px 12px;background:#151a2a;border:1px solid #304164;border-radius:10px;font-size:.82rem}
+        .list-window-bar label{color:#9aa;display:flex;align-items:center;gap:6px}
         .key-history{margin-top:12px;padding-top:10px;border-top:1px solid #2a3150}
         .key-history h3{font-size:.88rem;color:#b8c4ff;margin-bottom:6px}
         .key-history .sub{font-size:.72rem;color:#8892b0;margin-bottom:6px}
@@ -198,6 +200,27 @@
     </div>
     {% with msg=get_flashed_messages() %}{% if msg %}<div class="flash">{{ msg[0] }}</div>{% endif %}{% endwith %}
 
+
+    {% if page in ('records', 'plan_history') %}
+    <div class="list-window-bar">
+        <span style="color:#cfd3ef">列表筛选（<strong>UTC</strong>，默认当日）：{{ list_window.label }}</span>
+        <label>预设
+            <select id="win-preset-select" onchange="toggleListWindowCustom()">
+                <option value="utc_today" {% if list_window.preset == 'utc_today' %}selected{% endif %}>UTC 当日</option>
+                <option value="utc_last24h" {% if list_window.preset == 'utc_last24h' %}selected{% endif %}>近 24 小时</option>
+                <option value="utc_last7d" {% if list_window.preset == 'utc_last7d' %}selected{% endif %}>近 7 天</option>
+                <option value="custom" {% if list_window.preset == 'custom' %}selected{% endif %}>自定义</option>
+            </select>
+        </label>
+        <span id="win-custom-range" style="{% if list_window.preset != 'custom' %}display:none{% endif %}">
+            <label>起(UTC) <input type="datetime-local" id="win-from-utc" value="{{ list_window.start_utc.strftime('%Y-%m-%dT%H:%M') }}"></label>
+            <label>止(UTC) <input type="datetime-local" id="win-to-utc" value="{{ list_window.end_utc.strftime('%Y-%m-%dT%H:%M') }}"></label>
+        </span>
+        <button type="button" style="padding:6px 12px" onclick="applyListWindow()">应用</button>
+        <span style="color:#8892b0;font-size:.75rem">统计页仍按北京时间 {{ reset_hour }}:00 切日</span>
+    </div>
+    {% endif %}
+
     <div class="export-bar">
         <span style="color:#9aa">数据导出（v{{ data_export_version }} CSV，UTF-8；交易记录含开仓类型列及交易所对齐字段）：</span>
         <a href="/export/trade_records">交易记录</a>
@@ -339,7 +362,7 @@
             <h2 style="margin-bottom:8px">趋势回调策略</h2>
             <div class="rule-tip">
                 ① <strong>生成预览</strong>：读取合约 USDT <strong>可用余额快照</strong>并计算计划（不下单）。预览有效期 <strong>{{ trend_pullback_preview_ttl }} 秒</strong>。<br>
-                ② <strong>确认执行</strong>：市价首仓 50% + 挂交易所止损；剩余 50% 在止损与补仓区间之间共 {{ trend_pullback_dca_legs }} 档（做多为<strong>上沿</strong>、做空为<strong>下沿</strong>；程序可能因最小张数自动减档）市价补仓；<strong>止盈由程序监控</strong>。<br>
+                ② <strong>确认执行</strong>：市价首仓 50% + 挂交易所止损；首仓后可<strong>手动保本</strong>（默认均价+{{ trend_manual_breakeven_offset_pct }}%）；剩余 50% 在止损与补仓区间之间共 {{ trend_pullback_dca_legs }} 档（做多为<strong>上沿</strong>、做空为<strong>下沿</strong>；程序可能因最小张数自动减档）市价补仓；<strong>止盈由程序监控</strong>。<br>
                 确认执行时若当前可用余额与预览快照相对偏差 &gt; <strong>{{ trend_preview_max_drift_pct }}%</strong> 会拒绝并要求重新预览。
             </div>
             <form id="trend-pullback-form" action="{{ url_for('preview_trend_pullback') }}" method="post" class="form-row">
@@ -357,6 +380,45 @@
                 <button type="submit" {% if not can_trade %}disabled style="opacity:.5;cursor:not-allowed"{% endif %}>生成预览</button>
             </form>
             <script>
+
+function listWindowQueryString(){
+    const presetEl = document.getElementById("win-preset-select");
+    const preset = (presetEl && presetEl.value) || new URLSearchParams(window.location.search).get("win_preset") || "utc_today";
+    const q = new URLSearchParams(window.location.search);
+    q.set("win_preset", preset);
+    if(preset === "custom"){
+        const fromEl = document.getElementById("win-from-utc");
+        const toEl = document.getElementById("win-to-utc");
+        if(fromEl && fromEl.value) q.set("from_utc", fromEl.value.replace("T", " ") + ":00");
+        else q.delete("from_utc");
+        if(toEl && toEl.value) q.set("to_utc", toEl.value.replace("T", " ") + ":00");
+        else q.delete("to_utc");
+    } else {
+        q.delete("from_utc");
+        q.delete("to_utc");
+    }
+    return q.toString();
+}
+function toggleListWindowCustom(){
+    const preset = document.getElementById("win-preset-select");
+    const box = document.getElementById("win-custom-range");
+    if(!preset || !box) return;
+    box.style.display = preset.value === "custom" ? "" : "none";
+}
+function applyListWindow(){
+    const qs = listWindowQueryString();
+    const path = window.location.pathname || "/records";
+    window.location.href = qs ? (path + "?" + qs) : path;
+}
+function attachListWindowToExports(){
+    const qs = listWindowQueryString();
+    if(!qs) return;
+    document.querySelectorAll('.export-bar a[href^="/export/trade_records"]').forEach(a=>{
+        const base = a.getAttribute("href").split("?")[0];
+        a.setAttribute("href", base + "?" + qs);
+    });
+}
+
             (function(){
                 const dirSel = document.getElementById("trend-direction");
                 const addInp = document.getElementById("trend-add-upper");
@@ -490,6 +552,19 @@
                             </span>
                         </div>
                     </div>
+
+                    <div class="plan-card-meta" style="margin-top:8px">
+                        <form action="{{ url_for('trend_pullback_breakeven', pid=t.id) }}" method="post" class="form-row" style="margin:0;align-items:center" onsubmit="return confirm('将交易所止损移至持仓均价+偏移？仅当新止损优于当前止损时生效。');">
+                            <label style="font-size:.78rem;color:#cfd3ef;display:flex;align-items:center;gap:6px">
+                                手动保本 偏移%
+                                <input name="breakeven_offset_pct" type="number" min="0" step="0.01" value="{{ trend_manual_breakeven_offset_pct }}" style="width:72px;padding:4px 8px">
+                                （默认均价+{{ trend_manual_breakeven_offset_pct }}%）
+                            </label>
+                            <button type="submit" style="padding:6px 12px;background:#1f4a3a;color:#8fc8ff">应用保本止损</button>
+                            {% if t.breakeven_applied %}<span style="color:#6ab88a;font-size:.75rem">已保本 {{ (t.breakeven_applied_at or '')[:16] }}</span>{% endif %}
+                            {% if t.initial_stop_loss is not none and t.initial_stop_loss != t.stop_loss %}<span style="color:#8892b0;font-size:.75rem">原止损 {{ price_fmt(sym, t.initial_stop_loss) }}</span>{% endif %}
+                        </form>
+                    </div>
                     <div class="plan-card-meta" style="margin-bottom:0">
                         快照可用: {% if t.snapshot_available_usdt is not none %}{{ money_fmt(t.snapshot_available_usdt) }}U{% else %}—{% endif %}
                         ｜ 计划保证金≈{% if t.plan_margin_capital is not none %}{{ money_fmt(t.plan_margin_capital) }}U{% else %}—{% endif %}
@@ -1184,6 +1259,8 @@ function toggleStatsCard(){
     btn.innerText = collapsed ? "展开" : "折叠";
 }
 
+attachListWindowToExports();
+toggleListWindowCustom();
 if(document.getElementById("journal-list")) loadJournals();
 if(document.getElementById("review-list")) loadReviews();
 const reviewToggle = document.getElementById("review-mode-toggle");

crypto_monitor_gate_bot/趋势回调策略说明.md

@@ -27,6 +27,12 @@
 
 ## 3. 执行流程（时间顺序）
 
+### 3.0 列表时间窗（交易记录 / 计划历史）
+
+- **交易记录**、**计划历史**（含预览快照）列表与 **交易记录 CSV 导出** 支持 **UTC** 时间筛选（默认 UTC 当日；可选近 24h、近 7d、自定义起止）。
+- 查询参数：`win_preset`（`utc_today` / `utc_last24h` / `utc_last7d` / `custom`）、自定义时另传 `from_utc`、`to_utc`。
+- **统计分析**页仍按北京时间 `TRADING_DAY_RESET_HOUR` 切日，不受列表窗影响。
+
 ### 3.1 预览阶段（不下单）
 
 1. **风控**：与「机器人下单监控」**互斥**——存在活跃机器人持仓或运行中趋势计划时，不可生成预览。
@@ -41,6 +47,7 @@
 5. 再次校验：预览未过期；**当前可用余额**与预览快照相对偏差 ≤ `TREND_PREVIEW_MAX_BALANCE_DRIFT_PCT`（默认 **5%**），否则拒绝执行并要求重新预览。  
 6. **首仓**：**立即市价** 开立 **总计划张数 × 50%**（不附带交易所止盈单）。  
 7. **止损**：撤销旧条件单后，挂 **仅止损** 的仓位触发单；之后每次补仓成交会 **刷新** 止损挂单。  
+7b. **手动保本**（可选）：首仓完成且交易所有持仓后，可在运行中计划卡片点击「应用保本止损」——将止损移至 **持仓均价 ± 偏移%**（默认 **+0.3%** 多 / **−0.3%** 空）；仅当新止损 **优于** 当前止损时生效，并同步 Gate 仓位止损单。  
 8. **补仓**：当价格 **穿越** 下一档触发价（做多为自上向下穿越，做空为自下向上穿越）时，按该档张数 **市价加仓**；直至 `N` 档执行完毕或计划结束。  
 9. **止盈监控**：后台线程若发现价格触及止盈，则 **市价全平**。  
 10. **止损触发**：若仓位被交易所止损打光，本地检测到 **持仓为 0** 后记账为 **止损** 并结束计划。  
@@ -59,6 +66,7 @@
 - **运行中的计划（交易执行页）**  
   - 在计划摘要下方展示 **浮盈亏（交易所）**：来自 Gate 当前持仓接口的 **未实现盈亏**（及标记价，若可得）；与本地按均价估算可能略有差异，以交易所为准便于对照。  
   - **补仓边界**按方向显示「补仓上沿」或「补仓下沿」（数值仍为 `add_upper` 字段）。  
+  - **手动保本**：表单可改偏移 %（默认见 `TREND_PULLBACK_MANUAL_BREAKEVEN_OFFSET_PCT`）；成功后显示「已保本」时间与原止损（若与当前不同）。
 
 ### 3.5 交易记录与交易所「已实现盈亏」对齐
 
@@ -78,7 +86,7 @@
 | 开仓 | 单次市价 + 条件止盈+止损 | 首仓 50% 市价 + 多档补仓 + **仅止损在交易所** |
 | 止盈 | 条件单 + 本地监控 | **仅本地监控市价止盈** |
 | 仓位基数 | 以损定仓（表单/会话基数） | **可用余额快照 × 风险比例** 推导 |
-| 移动保本 | 支持 | **不支持**（未实现） |
+| 移动保本 | 支持（按 R 自动上移） | **手动保本**（首仓后有持仓即可点；默认均价 +0.3%，可改偏移；同步 Gate 止损单；**无**自动 R 保本） |
 
 ---
 
@@ -95,6 +103,7 @@
 
 | 变量 | 说明 | 默认 |
 |------|------|------|
+| `TREND_PULLBACK_MANUAL_BREAKEVEN_OFFSET_PCT` | 手动保本默认偏移（相对持仓均价，%） | `0.3` |
 | `TREND_PULLBACK_DCA_LEGS` | 剩余 50% 拆档数量上限 | `5` |
 | `TREND_PULLBACK_PREVIEW_TTL_SECONDS` | 预览有效时间（秒） | `120` |
 | `TREND_PREVIEW_MAX_BALANCE_DRIFT_PCT` | 确认执行时允许「当前可用 / 预览快照」最大相对偏差（%） | `5` |