Add instance data dashboard (default off).

Read-only overview of live orders, key monitors, and strategy; show options/hedge only when present. Toggle via system settings nav prefs.

Co-authored-by: Cursor <cursoragent@cursor.com>

crypto_monitor_binance/app.py

@@ -7414,6 +7414,12 @@ def stats_page():
     return render_main_page("stats")
 
 
+@app.route("/dashboard")
+@login_required
+def dashboard_page():
+    return render_main_page("dashboard")
+
+
 @app.route("/risk_policy")
 @login_required
 def risk_policy_page():
@@ -9447,6 +9453,15 @@ register_trade_records_api(
     app_tz=APP_TZ,
 )
 
+from lib.instance.instance_dashboard_register import register_instance_dashboard_routes
+
+register_instance_dashboard_routes(
+    app,
+    login_required=login_required,
+    get_db=get_db,
+    hedge_enabled=False,
+)
+
 
 @app.route("/api/journals")
 @login_required

crypto_monitor_gate/app.py

@@ -7230,6 +7230,12 @@ def stats_page():
     return render_main_page("stats")
 
 
+@app.route("/dashboard")
+@login_required
+def dashboard_page():
+    return render_main_page("dashboard")
+
+
 @app.route("/risk_policy")
 @login_required
 def risk_policy_page():
@@ -9314,6 +9320,15 @@ register_trade_records_api(
     app_tz=APP_TZ,
 )
 
+from lib.instance.instance_dashboard_register import register_instance_dashboard_routes
+
+register_instance_dashboard_routes(
+    app,
+    login_required=login_required,
+    get_db=get_db,
+    hedge_enabled=False,
+)
+
 
 @app.route("/api/journals")
 @login_required

crypto_monitor_okx/app.py

@@ -6858,6 +6858,15 @@ def stats_page():
     return render_main_page("stats")
 
 
+@app.route("/dashboard")
+@login_required
+def dashboard_page():
+    redir = redirect_to_embed_shell_if_enabled("dashboard")
+    if redir is not None:
+        return redir
+    return render_main_page("dashboard")
+
+
 @app.route("/risk_policy")
 @login_required
 def risk_policy_page():
@@ -9003,6 +9012,34 @@ register_trade_records_api(
 )
 
 
+def _dashboard_fetch_options_positions():
+    if not OKX_OPTIONS_ENABLED:
+        return []
+    cfg = app.extensions.get("options_cfg")
+    if not isinstance(cfg, dict) or not cfg.get("enabled"):
+        return []
+    try:
+        from lib.options.options_hub_lib import build_options_hub_snapshot
+
+        snap = build_options_hub_snapshot(cfg)
+    except Exception:
+        return []
+    if not snap.get("ok"):
+        return []
+    return list(snap.get("positions") or [])
+
+
+from lib.instance.instance_dashboard_register import register_instance_dashboard_routes
+
+register_instance_dashboard_routes(
+    app,
+    login_required=login_required,
+    get_db=get_db,
+    fetch_options_positions=_dashboard_fetch_options_positions,
+    hedge_enabled=os.getenv("HEDGE_PLAN_ENABLED", "false").lower() in ("1", "true", "yes", "on"),
+)
+
+
 @app.route("/api/journals")
 @login_required
 def api_journals():

docs/系统设置说明.md

@@ -26,15 +26,16 @@
 
 ### 2.1 顶栏导航开关
 
-| 开关 | 对应 Tab |
-|------|----------|
-| 策略交易 | 策略交易 |
-| 策略交易记录 | 策略交易记录 |
-| 交易记录与复盘 | 交易记录与复盘 |
-| 统计分析 | 统计分析 |
-| 风控说明 | 风控说明 |
-| env 配置 | env 配置 |
-| 期权 | 期权(仅 OKX 等有期权模块时有效) |
+| 开关 | 对应 Tab | 默认 |
+|------|----------|------|
+| 数据看板 | 数据看板(本户活跃监控总览) | **关闭** |
+| 策略交易 | 策略交易 | 开 |
+| 策略交易记录 | 策略交易记录 | 开 |
+| 交易记录与复盘 | 交易记录与复盘 | 开 |
+| 统计分析 | 统计分析 | 开 |
+| 风控说明 | 风控说明 | 开 |
+| env 配置 | env 配置 | 开 |
+| 期权 | 期权(仅 OKX 等有期权模块时有效) | 开 |
 
 保存后 **立即生效**,无需重启.中控 iframe 内嵌导航同步生效.
 

lib/common/static/instance_dashboard.js

@@ -0,0 +1,204 @@
+/**
+ * 实例数据看板:拉 /api/instance/dashboard 渲染只读区块.
+ */
+(function (global) {
+  const SECTION_ORDER = ["orders", "keys", "strategy", "options", "hedge_plan"];
+  let loading = false;
+  let timer = null;
+
+  function root() {
+    const active = document.querySelector('.embed-tab-pane.is-active-pane [data-inst-dashboard="1"]');
+    if (active) return active;
+    return document.getElementById("instance-dashboard");
+  }
+
+  function escapeHtml(s) {
+    return String(s == null ? "" : s)
+      .replace(/&/g, "&")
+      .replace(/</g, "&lt;")
+      .replace(/>/g, "&gt;")
+      .replace(/"/g, "&quot;");
+  }
+
+  function fmtNum(v) {
+    if (v == null || v === "") return "—";
+    const n = Number(v);
+    if (!Number.isFinite(n)) return escapeHtml(v);
+    return String(n);
+  }
+
+  function fmtPnl(v) {
+    if (v == null || v === "") return "";
+    const n = Number(v);
+    if (!Number.isFinite(n)) return "";
+    const cls = n > 0 ? "pos-pnl-profit" : n < 0 ? "pos-pnl-loss" : "";
+    const sign = n > 0 ? "+" : "";
+    return '<span class="' + cls + '">' + sign + n.toFixed(2) + "U</span>";
+  }
+
+  function goTab(tab) {
+    if (!tab) return;
+    if (global.InstanceEmbed && typeof global.InstanceEmbed.loadTab === "function") {
+      global.InstanceEmbed.loadTab(tab);
+      return;
+    }
+    const pathMap = {
+      trade: "/trade",
+      key_monitor: "/key_monitor",
+      strategy: "/strategy",
+      options: "/options",
+      hedge_plan: "/hedge-plan",
+    };
+    const path = pathMap[tab] || "/" + tab;
+    location.href = path;
+  }
+
+  function renderItems(items) {
+    if (!items || !items.length) {
+      return '<p class="inst-dash-empty muted">暂无</p>';
+    }
+    return (
+      '<div class="inst-dash-list">' +
+      items
+        .map(function (it) {
+          const meta = [];
+          if (it.entry != null) meta.push("入场 " + fmtNum(it.entry));
+          if (it.stop_loss != null) meta.push("止损 " + fmtNum(it.stop_loss));
+          if (it.take_profit != null) meta.push("止盈 " + fmtNum(it.take_profit));
+          if (it.upper != null || it.lower != null) {
+            meta.push("上 " + fmtNum(it.upper) + " / 下 " + fmtNum(it.lower));
+          }
+          const pnlHtml = fmtPnl(it.pnl);
+          if (pnlHtml) meta.push(pnlHtml);
+          return (
+            '<button type="button" class="inst-dash-item" data-dash-tab="' +
+            escapeHtml(it.tab || "") +
+            '">' +
+            '<div class="inst-dash-item-title">' +
+            escapeHtml(it.title || "-") +
+            "</div>" +
+            (it.subtitle
+              ? '<div class="inst-dash-item-sub muted">' + escapeHtml(it.subtitle) + "</div>"
+              : "") +
+            (meta.length ? '<div class="inst-dash-item-meta">' + meta.join(" · ") + "</div>" : "") +
+            "</button>"
+          );
+        })
+        .join("") +
+      "</div>"
+    );
+  }
+
+  function renderSection(key, sec) {
+    if (!sec) return "";
+    if ((key === "options" || key === "hedge_plan") && !sec.visible) return "";
+    const count = Number(sec.count) || 0;
+    return (
+      '<section class="inst-dash-section" data-dash-section="' +
+      escapeHtml(key) +
+      '">' +
+      '<div class="inst-dash-section-head">' +
+      "<h3>" +
+      escapeHtml(sec.title || key) +
+      ' <span class="inst-dash-count">' +
+      count +
+      "</span></h3>" +
+      '<button type="button" class="btn-sm inst-dash-goto" data-dash-tab="' +
+      escapeHtml(sec.tab || "") +
+      '">打开</button>' +
+      "</div>" +
+      renderItems(sec.items || []) +
+      "</section>"
+    );
+  }
+
+  function bindClicks(el) {
+    if (!el) return;
+    el.querySelectorAll("[data-dash-tab]").forEach(function (btn) {
+      btn.addEventListener("click", function () {
+        goTab(btn.getAttribute("data-dash-tab"));
+      });
+    });
+  }
+
+  async function load(opts) {
+    const el = root();
+    if (!el) return;
+    const status = el.querySelector("#inst-dash-status") || document.getElementById("inst-dash-status");
+    const sections = el.querySelector("#inst-dash-sections") || document.getElementById("inst-dash-sections");
+    const updated = el.querySelector("#inst-dash-updated") || document.getElementById("inst-dash-updated");
+    if (loading) return;
+    loading = true;
+    if (status && !(opts && opts.silent)) status.textContent = "加载中…";
+    try {
+      const res = await fetch("/api/instance/dashboard", { credentials: "same-origin" });
+      const data = await res.json().catch(function () {
+        return {};
+      });
+      if (!res.ok || !data.ok) {
+        throw new Error(data.msg || res.statusText || "加载失败");
+      }
+      if (updated) updated.textContent = "更新 " + (data.updated_at || "—");
+      if (sections) {
+        sections.innerHTML = SECTION_ORDER.map(function (k) {
+          return renderSection(k, data[k]);
+        }).join("");
+        bindClicks(sections);
+      }
+      if (status) status.textContent = "";
+    } catch (e) {
+      if (status) status.textContent = e.message || "加载失败";
+    } finally {
+      loading = false;
+    }
+  }
+
+  function stopAuto() {
+    if (timer) {
+      clearInterval(timer);
+      timer = null;
+    }
+  }
+
+  function startAuto() {
+    stopAuto();
+    timer = setInterval(function () {
+      const el = root();
+      if (!el) return;
+      const pane = el.closest(".embed-tab-pane");
+      if (pane && !pane.classList.contains("is-active-pane")) return;
+      load({ silent: true });
+    }, 15000);
+  }
+
+  function init(force) {
+    const el = root();
+    if (!el) return;
+    if (!force && el.getAttribute("data-dash-booted") === "1") {
+      load({ silent: true });
+      startAuto();
+      return;
+    }
+    el.setAttribute("data-dash-booted", "1");
+    const btn = el.querySelector("#inst-dash-refresh") || document.getElementById("inst-dash-refresh");
+    if (btn && !btn.getAttribute("data-bound")) {
+      btn.setAttribute("data-bound", "1");
+      btn.addEventListener("click", function () {
+        load({});
+      });
+    }
+    load({});
+    startAuto();
+  }
+
+  function refreshSoft(opts) {
+    load(Object.assign({ silent: true }, opts || {}));
+  }
+
+  global.InstanceDashboard = {
+    init: init,
+    refreshSoft: refreshSoft,
+    load: load,
+    stopAuto: stopAuto,
+  };
+})(window);

lib/common/static/instance_embed.js

@@ -4,6 +4,7 @@
  */
 (function (global) {
   const TAB_PATH = {
+    dashboard: "/dashboard",
     key_monitor: "/key_monitor",
     trade: "/trade",
     strategy: "/strategy",
@@ -99,6 +100,9 @@
     if (!revisit && tab === "key_monitor" && global.KeyMonitorForm && typeof global.KeyMonitorForm.init === "function") {
       global.KeyMonitorForm.init();
     }
+    if (tab === "dashboard" && global.InstanceDashboard && typeof global.InstanceDashboard.init === "function") {
+      global.InstanceDashboard.init(!!revisit);
+    }
     if (!revisit && tab === "strategy" && typeof global.initStrategyRollForm === "function") {
       global.initStrategyRollForm();
     }

lib/common/static/instance_live.js

@@ -30,6 +30,9 @@
     if (tab === "options" && global.OptionsPanelLive && typeof global.OptionsPanelLive.refreshSoft === "function") {
       global.OptionsPanelLive.refreshSoft(options);
     }
+    if (tab === "dashboard" && global.InstanceDashboard && typeof global.InstanceDashboard.refreshSoft === "function") {
+      global.InstanceDashboard.refreshSoft(options);
+    }
   }
 
   function scheduleRefresh(opts) {

lib/common/static/instance_page.css

@@ -269,3 +269,20 @@
         .stats-period-block .sub{font-size:.78rem;color:#8892b0;margin-bottom:10px;line-height:1.4}
 #embed-page-root{min-height:120px;position:relative}
 .embed-tab-pane[hidden]{display:none!important}
+.inst-dash-card{grid-column:1/-1}
+.inst-dash-head{display:flex;align-items:flex-start;justify-content:space-between;gap:12px;flex-wrap:wrap;margin-bottom:8px}
+.inst-dash-desc{margin:0;font-size:.82rem}
+.inst-dash-head-actions{display:flex;align-items:center;gap:10px;flex-wrap:wrap}
+.inst-dash-status{min-height:1.2em;margin:0 0 10px}
+.inst-dash-sections{display:flex;flex-direction:column;gap:14px}
+.inst-dash-section{padding:12px;background:#141923;border:1px solid #2a3150;border-radius:10px}
+.inst-dash-section-head{display:flex;align-items:center;justify-content:space-between;gap:10px;margin-bottom:10px}
+.inst-dash-section-head h3{margin:0;font-size:.95rem;color:#dbe4ff}
+.inst-dash-count{display:inline-block;min-width:1.4em;padding:1px 7px;margin-left:4px;border-radius:999px;background:#1f3a5a;color:#8fc8ff;font-size:.75rem;font-weight:600}
+.inst-dash-empty{margin:0;padding:12px;text-align:center;border:1px dashed #2a3348;border-radius:8px;font-size:.84rem}
+.inst-dash-list{display:flex;flex-direction:column;gap:8px}
+.inst-dash-item{display:block;width:100%;text-align:left;padding:10px 12px;border-radius:8px;border:1px solid #2a3150;background:#1a2034;color:#eaeaea;cursor:pointer}
+.inst-dash-item:hover{border-color:#3d4f78;background:#1e2740}
+.inst-dash-item-title{font-weight:600;font-size:.9rem;color:#dbe4ff}
+.inst-dash-item-sub{font-size:.78rem;margin-top:3px}
+.inst-dash-item-meta{font-size:.78rem;margin-top:6px;color:#a8b0d8;font-variant-numeric:tabular-nums}

lib/common/static/instance_settings_prefs.js

@@ -19,8 +19,18 @@
     return data;
   }
 
+  /** 默认关闭的导航开关:缺失时按 false,不能用 !== false */
+  const NAV_DEFAULT_OFF = { show_nav_dashboard: true };
+
+  function navPrefShow(display, key) {
+    if (!key) return true;
+    if (NAV_DEFAULT_OFF[key]) return display[key] === true;
+    return display[key] !== false;
+  }
+
   function applyDisplayToNav(display) {
     const map = {
+      dashboard: "show_nav_dashboard",
       strategy: "show_nav_strategy",
       strategy_records: "show_nav_strategy_records",
       records: "show_nav_records",
@@ -37,7 +47,7 @@
       const tab = a.getAttribute("data-embed-tab") || (a.getAttribute("href") || "").replace(/^\//, "").split("?")[0];
       const key = map[tab];
       if (!key) return;
-      const show = display[key] !== false;
+      const show = navPrefShow(display, key);
       a.classList.toggle("nav-hidden", !show);
       a.style.display = show ? "" : "none";
     });
@@ -47,6 +57,7 @@
   function pageNavAllowed(tab) {
     const d = DISPLAY();
     const map = {
+      dashboard: "show_nav_dashboard",
       strategy: "show_nav_strategy",
       strategy_records: "show_nav_strategy_records",
       records: "show_nav_records",
@@ -61,7 +72,7 @@
     };
     const key = map[tab];
     if (!key) return true;
-    return d[key] !== false;
+    return navPrefShow(d, key);
   }
 
   function displayPrefsRoot() {
@@ -129,7 +140,9 @@
           const cb = document.createElement("input");
           cb.type = "checkbox";
           cb.dataset.prefKey = item.key;
-          cb.checked = display[item.key] !== false;
+          cb.checked = NAV_DEFAULT_OFF[item.key]
+            ? display[item.key] === true
+            : display[item.key] !== false;
           label.appendChild(cb);
           label.appendChild(document.createTextNode(" " + item.label));
           grid.appendChild(label);

lib/hub/hub_bridge.py

@@ -72,6 +72,7 @@ def install_instance_theme_static(app) -> None:
         "instance_stats.js": "application/javascript; charset=utf-8",
         "instance_live.js": "application/javascript; charset=utf-8",
         "instance_settings_prefs.js": "application/javascript; charset=utf-8",
+        "instance_dashboard.js": "application/javascript; charset=utf-8",
         "options_panel.js": "application/javascript; charset=utf-8",
         "order_entry_model.js": "application/javascript; charset=utf-8",
         "focus_chart_page.js": "application/javascript; charset=utf-8",

lib/instance/instance_dashboard_lib.py

@@ -0,0 +1,312 @@
+"""实例数据看板:本户活跃监控 / 持仓只读聚合."""
+from __future__ import annotations
+
+from datetime import datetime, timezone
+from typing import Any, Callable, Optional
+
+
+def _row_dict(row: Any) -> dict[str, Any]:
+    if row is None:
+        return {}
+    if isinstance(row, dict):
+        return dict(row)
+    try:
+        return dict(row)
+    except Exception:
+        return {}
+
+
+def _safe_float(v: Any) -> Optional[float]:
+    try:
+        if v is None or v == "":
+            return None
+        return float(v)
+    except (TypeError, ValueError):
+        return None
+
+
+def _dir_label(direction: Any) -> str:
+    d = str(direction or "").strip().lower()
+    if d == "short":
+        return "做空"
+    if d == "long":
+        return "做多"
+    return str(direction or "-")
+
+
+def _format_order_item(od: dict[str, Any]) -> dict[str, Any]:
+    try:
+        from lib.strategy.strategy_trade_labels import apply_order_monitor_source_labels
+
+        od = apply_order_monitor_source_labels(od)
+    except Exception:
+        pass
+    try:
+        from lib.trade.entry_model_lib import enrich_entry_model_display
+
+        enrich_entry_model_display(od)
+    except Exception:
+        pass
+    sym = od.get("exchange_symbol") or od.get("symbol") or "-"
+    direction = str(od.get("direction") or "long").lower()
+    mt = od.get("monitor_type_display") or od.get("monitor_type") or ""
+    kst = od.get("key_signal_type") or ""
+    title = f"{sym} {_dir_label(direction)}"
+    bits = [x for x in (mt, kst) if x]
+    subtitle = " · ".join(bits) if bits else ""
+    entry = _safe_float(od.get("trigger_price"))
+    sl = _safe_float(od.get("stop_loss"))
+    tp = _safe_float(od.get("take_profit"))
+    return {
+        "id": od.get("id"),
+        "kind": "order",
+        "tab": "trade",
+        "title": title,
+        "subtitle": subtitle,
+        "symbol": sym,
+        "direction": direction,
+        "direction_label": _dir_label(direction),
+        "entry": entry,
+        "stop_loss": sl,
+        "take_profit": tp,
+        "status": od.get("status") or "active",
+    }
+
+
+def _format_key_item(kd: dict[str, Any]) -> dict[str, Any]:
+    sym = kd.get("exchange_symbol") or kd.get("symbol") or "-"
+    direction = str(kd.get("direction") or "long").lower()
+    signal = kd.get("signal_type") or kd.get("key_signal_type") or kd.get("monitor_type") or ""
+    upper = _safe_float(kd.get("upper"))
+    lower = _safe_float(kd.get("lower"))
+    subtitle_parts = []
+    if signal:
+        subtitle_parts.append(str(signal))
+    if upper is not None or lower is not None:
+        subtitle_parts.append(
+            f"上{upper if upper is not None else '-'} / 下{lower if lower is not None else '-'}"
+        )
+    return {
+        "id": kd.get("id"),
+        "kind": "key",
+        "tab": "key_monitor",
+        "title": f"{sym} {_dir_label(direction)}",
+        "subtitle": " · ".join(subtitle_parts),
+        "symbol": sym,
+        "direction": direction,
+        "direction_label": _dir_label(direction),
+        "upper": upper,
+        "lower": lower,
+        "status": kd.get("status") or "active",
+    }
+
+
+def _format_trend_item(td: dict[str, Any]) -> dict[str, Any]:
+    sym = td.get("exchange_symbol") or td.get("symbol") or "-"
+    direction = str(td.get("direction") or "long").lower()
+    status = td.get("status") or "active"
+    entry = _safe_float(td.get("entry_price") or td.get("trigger_price"))
+    return {
+        "id": td.get("id"),
+        "kind": "trend",
+        "tab": "strategy",
+        "title": f"趋势回调 {sym} {_dir_label(direction)}",
+        "subtitle": f"状态 {status}",
+        "symbol": sym,
+        "direction": direction,
+        "direction_label": _dir_label(direction),
+        "entry": entry,
+        "status": status,
+    }
+
+
+def _format_roll_item(rd: dict[str, Any]) -> dict[str, Any]:
+    sym = rd.get("exchange_symbol") or rd.get("symbol") or "-"
+    direction = str(rd.get("direction") or "long").lower()
+    status = rd.get("status") or "active"
+    return {
+        "id": rd.get("id"),
+        "kind": "roll",
+        "tab": "strategy",
+        "title": f"顺势加仓 {sym} {_dir_label(direction)}",
+        "subtitle": f"状态 {status}",
+        "symbol": sym,
+        "direction": direction,
+        "direction_label": _dir_label(direction),
+        "status": status,
+    }
+
+
+def _format_options_item(p: dict[str, Any]) -> dict[str, Any]:
+    inst = p.get("inst_id") or p.get("instId") or "-"
+    opt_type = str(p.get("opt_type") or p.get("optType") or "").upper()
+    label = "Call" if opt_type == "C" else "Put" if opt_type == "P" else (opt_type or "OPT")
+    upl = _safe_float(p.get("upl"))
+    net = None
+    try:
+        from lib.options.options_positions_lib import net_pnl_from_display_row
+
+        net = net_pnl_from_display_row(p)
+    except Exception:
+        net = None
+    pnl = net if net is not None else upl
+    pos = _safe_float(p.get("pos"))
+    return {
+        "id": inst,
+        "kind": "options",
+        "tab": "options",
+        "title": f"{inst} {label}",
+        "subtitle": f"张数 {pos if pos is not None else '-'}",
+        "inst_id": inst,
+        "opt_type": opt_type,
+        "pnl": round(pnl, 4) if pnl is not None else None,
+        "pos": pos,
+    }
+
+
+def _format_hedge_item(plan: dict[str, Any]) -> dict[str, Any]:
+    pid = plan.get("id")
+    underlying = plan.get("underlying") or "-"
+    plan_type = plan.get("plan_type") or ""
+    status = plan.get("status") or ""
+    summary = plan.get("contracts_summary") or ""
+    return {
+        "id": pid,
+        "kind": "hedge_plan",
+        "tab": "hedge_plan",
+        "title": f"对冲 #{pid} {underlying}",
+        "subtitle": " · ".join(x for x in (plan_type, status, summary) if x),
+        "underlying": underlying,
+        "plan_type": plan_type,
+        "status": status,
+    }
+
+
+def _table_exists(conn, name: str) -> bool:
+    try:
+        row = conn.execute(
+            "SELECT 1 FROM sqlite_master WHERE type='table' AND name=? LIMIT 1",
+            (name,),
+        ).fetchone()
+        return bool(row)
+    except Exception:
+        return False
+
+
+def collect_orders(conn) -> list[dict[str, Any]]:
+    if not _table_exists(conn, "order_monitors"):
+        return []
+    rows = conn.execute(
+        "SELECT * FROM order_monitors WHERE status='active' ORDER BY id DESC"
+    ).fetchall()
+    return [_format_order_item(_row_dict(r)) for r in rows]
+
+
+def collect_keys(conn) -> list[dict[str, Any]]:
+    if not _table_exists(conn, "key_monitors"):
+        return []
+    rows = conn.execute("SELECT * FROM key_monitors ORDER BY id DESC").fetchall()
+    return [_format_key_item(_row_dict(r)) for r in rows]
+
+
+def collect_trends(conn) -> list[dict[str, Any]]:
+    if not _table_exists(conn, "trend_pullback_plans"):
+        return []
+    try:
+        rows = conn.execute(
+            "SELECT * FROM trend_pullback_plans WHERE status='active' ORDER BY id DESC"
+        ).fetchall()
+    except Exception:
+        return []
+    return [_format_trend_item(_row_dict(r)) for r in rows]
+
+
+def collect_rolls(conn) -> list[dict[str, Any]]:
+    if not _table_exists(conn, "roll_groups") or not _table_exists(conn, "order_monitors"):
+        return []
+    try:
+        rows = conn.execute(
+            """SELECT g.* FROM roll_groups g
+               INNER JOIN order_monitors m ON m.id = g.order_monitor_id AND m.status='active'
+               WHERE g.status='active' ORDER BY g.id DESC"""
+        ).fetchall()
+    except Exception:
+        return []
+    return [_format_roll_item(_row_dict(r)) for r in rows]
+
+
+def collect_hedge_plans(conn) -> list[dict[str, Any]]:
+    if not _table_exists(conn, "hedge_plans"):
+        return []
+    try:
+        from lib.hedge_plan.hedge_plan_db import attach_legs_to_plans, list_plans
+
+        rows: list[dict[str, Any]] = []
+        for status in ("opening", "active", "partial"):
+            rows.extend(list_plans(conn, status=status, limit=80))
+        rows.sort(key=lambda row: int(row.get("id") or 0), reverse=True)
+        plans = attach_legs_to_plans(conn, rows)
+        return [_format_hedge_item(p) for p in plans]
+    except Exception:
+        return []
+
+
+def collect_options_items(
+    fetch_options_positions: Optional[Callable[[], list[dict[str, Any]]]] = None,
+) -> list[dict[str, Any]]:
+    if not callable(fetch_options_positions):
+        return []
+    try:
+        raw = fetch_options_positions() or []
+    except Exception:
+        return []
+    out: list[dict[str, Any]] = []
+    for p in raw:
+        if not isinstance(p, dict):
+            continue
+        out.append(_format_options_item(p))
+    return out
+
+
+def build_instance_dashboard_payload(
+    conn,
+    *,
+    fetch_options_positions: Optional[Callable[[], list[dict[str, Any]]]] = None,
+    hedge_enabled: bool = False,
+) -> dict[str, Any]:
+    orders = collect_orders(conn)
+    keys = collect_keys(conn)
+    trends = collect_trends(conn)
+    rolls = collect_rolls(conn)
+    strategy_items = trends + rolls
+    options_items = collect_options_items(fetch_options_positions)
+    hedge_items = collect_hedge_plans(conn) if hedge_enabled else []
+    now = datetime.now(timezone.utc).astimezone().strftime("%Y-%m-%d %H:%M:%S")
+    return {
+        "ok": True,
+        "updated_at": now,
+        "orders": {"title": "实盘下单", "count": len(orders), "items": orders, "tab": "trade"},
+        "keys": {"title": "关键位监控", "count": len(keys), "items": keys, "tab": "key_monitor"},
+        "strategy": {
+            "title": "策略交易",
+            "count": len(strategy_items),
+            "items": strategy_items,
+            "trends": trends,
+            "rolls": rolls,
+            "tab": "strategy",
+        },
+        "options": {
+            "title": "期权持仓",
+            "count": len(options_items),
+            "items": options_items,
+            "visible": len(options_items) > 0,
+            "tab": "options",
+        },
+        "hedge_plan": {
+            "title": "对冲计划",
+            "count": len(hedge_items),
+            "items": hedge_items,
+            "visible": len(hedge_items) > 0,
+            "tab": "hedge_plan",
+        },
+    }

lib/instance/instance_dashboard_register.py

@@ -0,0 +1,31 @@
+"""注册 GET /api/instance/dashboard(三所共用)."""
+from __future__ import annotations
+
+from typing import Any, Callable, Optional
+
+from flask import Flask, jsonify
+
+
+def register_instance_dashboard_routes(
+    app: Flask,
+    *,
+    login_required: Callable,
+    get_db: Callable,
+    fetch_options_positions: Optional[Callable[[], list[dict[str, Any]]]] = None,
+    hedge_enabled: bool = False,
+) -> None:
+    from lib.instance.instance_dashboard_lib import build_instance_dashboard_payload
+
+    @app.route("/api/instance/dashboard")
+    @login_required
+    def api_instance_dashboard():
+        conn = get_db()
+        try:
+            payload = build_instance_dashboard_payload(
+                conn,
+                fetch_options_positions=fetch_options_positions,
+                hedge_enabled=bool(hedge_enabled),
+            )
+            return jsonify(payload)
+        finally:
+            conn.close()

lib/instance/instance_display_prefs_lib.py

@@ -8,6 +8,7 @@ from lib.instance.runtime_settings_lib import runtime_get_prefix, runtime_set_ma
 DISPLAY_RUNTIME_PREFIX = "display."
 
 DEFAULT_INSTANCE_DISPLAY: dict[str, bool] = {
+    "show_nav_dashboard": False,
     "show_nav_strategy": True,
     "show_nav_strategy_records": True,
     "show_nav_records": True,
@@ -25,6 +26,7 @@ DEFAULT_INSTANCE_DISPLAY: dict[str, bool] = {
 }
 
 DISPLAY_LABELS: dict[str, str] = {
+    "show_nav_dashboard": "数据看板",
     "show_nav_strategy": "策略交易",
     "show_nav_strategy_records": "策略交易记录",
     "show_nav_records": "交易记录与复盘",
@@ -42,6 +44,7 @@ DISPLAY_LABELS: dict[str, str] = {
 }
 
 NAV_TAB_ALLOWED: dict[str, str] = {
+    "dashboard": "show_nav_dashboard",
     "strategy": "show_nav_strategy",
     "strategy_records": "show_nav_strategy_records",
     "records": "show_nav_records",
@@ -103,6 +106,7 @@ def tab_allowed(tab: str, display: Optional[dict[str, bool]] = None) -> bool:
 
 def display_meta_for_ui() -> list[dict[str, Any]]:
     nav_keys = [
+        "show_nav_dashboard",
         "show_nav_strategy",
         "show_nav_strategy_records",
         "show_nav_records",

lib/instance/instance_embed_lib.py

@@ -11,6 +11,7 @@ from flask import Flask, Response, jsonify, redirect, request, session
 from jinja2 import ChoiceLoader, FileSystemLoader
 
 EMBED_TABS: tuple[str, ...] = (
+    "dashboard",
     "key_monitor",
     "trade",
     "strategy",
@@ -28,6 +29,7 @@ EMBED_TABS: tuple[str, ...] = (
 PATH_TO_EMBED_TAB: dict[str, str] = {
     "/": "trade",
     "/trade": "trade",
+    "/dashboard": "dashboard",
     "/key_monitor": "key_monitor",
     "/strategy": "strategy",
     "/strategy/trend": "strategy",

lib/instance/templates/dashboard_panel.html

@@ -0,0 +1,15 @@
+{# 实例数据看板:只读活跃监控总览 #}
+<div class="card full inst-dash-card" id="instance-dashboard" data-inst-dashboard="1">
+    <div class="inst-dash-head">
+        <div>
+            <h2 style="margin-bottom:4px">数据看板</h2>
+            <p class="muted inst-dash-desc">本户活跃监控总览 · 只读 · 期权/对冲有数据才显示</p>
+        </div>
+        <div class="inst-dash-head-actions">
+            <span class="muted inst-dash-updated" id="inst-dash-updated">—</span>
+            <button type="button" class="btn-sm" id="inst-dash-refresh">刷新</button>
+        </div>
+    </div>
+    <p class="inst-dash-status muted" id="inst-dash-status"></p>
+    <div class="inst-dash-sections" id="inst-dash-sections"></div>
+</div>

lib/instance/templates/embed_page_fragment.html

@@ -81,7 +81,9 @@
 </div>
 {% endmacro %}
 <div class="grid">
-        {% if page == 'key_monitor' %}
+        {% if page == 'dashboard' %}
+        {% include 'dashboard_panel.html' %}
+        {% elif page == 'key_monitor' %}
         {% include 'key_monitor_panel.html' %}
         {% elif page == 'trade' %}
         <div class="dual-panel-grid" style="grid-column:1/-1">

lib/instance/templates/embed_shell.html

@@ -6,7 +6,7 @@
     <script src="/static/instance_theme.js?v=50"></script>
     <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_page.css?v=7">
     <link rel="stylesheet" href="/static/instance_theme.css?v=95">
     <script src="/static/account_risk_badge.js?v=4"></script>
     <meta name="theme-color" content="#0b0d14">
@@ -29,6 +29,7 @@
         <h1>加密货币｜交易监控 + AI复盘一体化</h1>
     </div>
     <nav class="top-nav embed-top-nav" aria-label="实例导航">
+        <a href="/dashboard" data-embed-tab="dashboard" class="{% if initial_tab == 'dashboard' %}active{% endif %}"{% if not display.show_nav_dashboard %} style="display:none"{% endif %}>数据看板</a>
         <a href="/key_monitor" data-embed-tab="key_monitor" class="{% if initial_tab == 'key_monitor' %}active{% endif %}">关键位监控</a>
         <a href="/trade" data-embed-tab="trade" class="{% if initial_tab == 'trade' %}active{% endif %}">实盘下单</a>
         {% if not intraday_discipline and display.show_nav_strategy %}
@@ -109,11 +110,12 @@ const ORDER_ENTRY_MODEL_CODE_TO_CATEGORY = {{ entry_model_code_to_category | toj
 <script src="/static/instance_stats.js?v=4"></script>
 {% include 'embed_boot_scripts.html' %}
 <script src="/static/records_review_page.js?v=2"></script>
+<script src="/static/instance_dashboard.js?v=1"></script>
 <script>
 window.__INSTANCE_DISPLAY__ = {{ display | tojson }};
 </script>
-<script src="/static/instance_settings_prefs.js?v=13"></script>
-<script src="/static/instance_live.js?v=5"></script>
-<script src="/static/instance_embed.js?v=24"></script>
+<script src="/static/instance_settings_prefs.js?v=14"></script>
+<script src="/static/instance_live.js?v=6"></script>
+<script src="/static/instance_embed.js?v=25"></script>
 </body>
 </html>

lib/instance/templates/index.html

@@ -16,7 +16,7 @@
     <link rel="apple-touch-icon" href="/static/icons/apple-touch-icon.png">
     <link rel="manifest" href="/static/icons/manifest.webmanifest">
     <title>{{ pwa_app_name }}</title>
-    <link rel="stylesheet" href="/static/instance_page.css?v=3">
+    <link rel="stylesheet" href="/static/instance_page.css?v=7">
     <link rel="stylesheet" href="/static/instance_theme.css?v=95">
 
 </head>
@@ -116,6 +116,7 @@
         <h1>加密货币｜交易监控 + AI复盘一体化</h1>
     </div>
     <div class="top-nav">
+        <a href="/dashboard" data-embed-tab="dashboard" class="{% if page == 'dashboard' %}active{% endif %}"{% if not display.show_nav_dashboard %} style="display:none"{% endif %}>数据看板</a>
         <a href="/key_monitor" class="{% if page == 'key_monitor' %}active{% endif %}">关键位监控</a>
         <a href="/trade" class="{% if page == 'trade' %}active{% endif %}">实盘下单</a>
         {% if not intraday_discipline and display.show_nav_strategy %}
@@ -155,7 +156,9 @@
     {% endif %}
 
     <div class="grid">
-        {% if page == 'key_monitor' %}
+        {% if page == 'dashboard' %}
+        {% include 'dashboard_panel.html' %}
+        {% elif page == 'key_monitor' %}
         {% include 'key_monitor_panel.html' %}
         {% elif page == 'trade' %}
         <div class="dual-panel-grid" style="grid-column:1/-1">
@@ -1989,9 +1992,15 @@ tickOrderHoldDurations();
 setInterval(refreshPriceSnapshotConditional, {{ price_refresh_seconds * 1000 }});
 </script>
 <script src="/static/records_review_page.js?v=2"></script>
+<script src="/static/instance_dashboard.js?v=1"></script>
 <script>
 window.__INSTANCE_DISPLAY__ = {{ display | tojson }};
+{% if page == 'dashboard' %}
+document.addEventListener("DOMContentLoaded", function () {
+  if (window.InstanceDashboard) InstanceDashboard.init(true);
+});
+{% endif %}
 </script>
-<script src="/static/instance_settings_prefs.js?v=13"></script>
+<script src="/static/instance_settings_prefs.js?v=14"></script>
 </body>
 </html>

tests/test_instance_dashboard_lib.py

@@ -0,0 +1,111 @@
+"""instance_dashboard_lib 单元测试."""
+from __future__ import annotations
+
+import sqlite3
+import unittest
+
+from lib.instance.instance_dashboard_lib import build_instance_dashboard_payload
+
+
+def _mem_conn() -> sqlite3.Connection:
+    conn = sqlite3.connect(":memory:")
+    conn.row_factory = sqlite3.Row
+    conn.executescript(
+        """
+        CREATE TABLE order_monitors (
+            id INTEGER PRIMARY KEY,
+            symbol TEXT,
+            exchange_symbol TEXT,
+            direction TEXT,
+            status TEXT,
+            monitor_type TEXT,
+            key_signal_type TEXT,
+            trigger_price REAL,
+            stop_loss REAL,
+            take_profit REAL
+        );
+        CREATE TABLE key_monitors (
+            id INTEGER PRIMARY KEY,
+            symbol TEXT,
+            exchange_symbol TEXT,
+            direction TEXT,
+            signal_type TEXT,
+            upper REAL,
+            lower REAL,
+            status TEXT
+        );
+        CREATE TABLE trend_pullback_plans (
+            id INTEGER PRIMARY KEY,
+            symbol TEXT,
+            exchange_symbol TEXT,
+            direction TEXT,
+            status TEXT,
+            entry_price REAL
+        );
+        CREATE TABLE roll_groups (
+            id INTEGER PRIMARY KEY,
+            order_monitor_id INTEGER,
+            symbol TEXT,
+            exchange_symbol TEXT,
+            direction TEXT,
+            status TEXT
+        );
+        """
+    )
+    return conn
+
+
+class TestInstanceDashboardLib(unittest.TestCase):
+    def test_empty_sections_and_conditional_hidden(self):
+        conn = _mem_conn()
+        payload = build_instance_dashboard_payload(conn, hedge_enabled=True)
+        self.assertTrue(payload["ok"])
+        self.assertEqual(payload["orders"]["count"], 0)
+        self.assertEqual(payload["keys"]["count"], 0)
+        self.assertEqual(payload["strategy"]["count"], 0)
+        self.assertFalse(payload["options"]["visible"])
+        self.assertFalse(payload["hedge_plan"]["visible"])
+        conn.close()
+
+    def test_orders_keys_strategy_and_options_visible(self):
+        conn = _mem_conn()
+        conn.execute(
+            "INSERT INTO order_monitors (symbol, exchange_symbol, direction, status, monitor_type) "
+            "VALUES ('BTC/USDT', 'BTC/USDT:USDT', 'long', 'active', 'manual')"
+        )
+        conn.execute(
+            "INSERT INTO key_monitors (symbol, direction, signal_type, upper, lower, status) "
+            "VALUES ('ETH/USDT', 'short', '箱体突破', 3000, 2800, 'active')"
+        )
+        conn.execute(
+            "INSERT INTO trend_pullback_plans (symbol, direction, status, entry_price) "
+            "VALUES ('SOL/USDT', 'long', 'active', 100)"
+        )
+        conn.execute(
+            "INSERT INTO order_monitors (id, symbol, direction, status) VALUES (9, 'XRP/USDT', 'short', 'active')"
+        )
+        conn.execute(
+            "INSERT INTO roll_groups (order_monitor_id, symbol, direction, status) "
+            "VALUES (9, 'XRP/USDT', 'short', 'active')"
+        )
+        conn.commit()
+
+        def fetch_opts():
+            return [{"inst_id": "ETH-USD-260731-3000-C", "opt_type": "C", "pos": 1, "upl": 1.5}]
+
+        payload = build_instance_dashboard_payload(
+            conn,
+            fetch_options_positions=fetch_opts,
+            hedge_enabled=False,
+        )
+        self.assertEqual(payload["orders"]["count"], 2)
+        self.assertEqual(payload["keys"]["count"], 1)
+        self.assertEqual(payload["strategy"]["count"], 2)
+        self.assertTrue(payload["options"]["visible"])
+        self.assertEqual(payload["options"]["count"], 1)
+        self.assertFalse(payload["hedge_plan"]["visible"])
+        conn.close()
+
+
+if __name__ == "__main__":
+    unittest.main()

tests/test_instance_display_env_settings.py

@@ -15,12 +15,19 @@ class TestInstanceDisplayPrefs(unittest.TestCase):
         prefs = normalize_display_prefs({})
         self.assertTrue(prefs["show_nav_env_config"])
         self.assertTrue(prefs["show_settings_password"])
+        self.assertFalse(prefs["show_nav_dashboard"])
 
     def test_tab_allowed_respects_prefs(self):
         prefs = normalize_display_prefs({"show_nav_stats": False})
         self.assertFalse(tab_allowed("stats", prefs))
         self.assertTrue(tab_allowed("trade", prefs))
 
+    def test_dashboard_nav_default_off(self):
+        prefs = normalize_display_prefs({})
+        self.assertFalse(tab_allowed("dashboard", prefs))
+        on = normalize_display_prefs({"show_nav_dashboard": True})
+        self.assertTrue(tab_allowed("dashboard", on))
+
 
 class TestEnvFileLib(unittest.TestCase):
     def test_upsert_and_read(self):