Apply 200k scope when CTP offline; trailing breakeven order UX.

When SimNow or live CTP is disconnected, default to the four-product whitelist regardless of reference capital. Trailing breakeven defaults off; when enabled hide take-profit and risk-reward, monitor exits via trailing stop only. Document both behaviors in TRADING.md and FEATURES.md.

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

app.py

@@ -791,11 +791,12 @@ def api_symbol_search():
     q = request.args.get("q", "")
     conn = get_db()
     try:
-        from trading_context import get_account_capital
+        from trading_context import get_account_capital, is_ctp_connected
         capital = get_account_capital(conn, get_setting)
+        ctp_connected = is_ctp_connected(get_setting)
     finally:
         conn.close()
-    return jsonify(search_symbols(q, capital=capital))
+    return jsonify(search_symbols(q, capital=capital, ctp_connected=ctp_connected))
 
 
 @app.route("/api/symbols/mains")

docs/FEATURES.md

@@ -45,9 +45,10 @@
 
 ### 期货下单
 
-- 品种联想（仅列出可开仓品种或全部主力，取决于计仓模式）
+- 品种联想（可开仓品种表与下拉一致；小账户或 CTP 未连接时仅四品种，见 [TRADING.md](./TRADING.md)）
 - 方向、手数（固定手数 / 固定金额计仓）
 - 限价 / 市价（FAK）、止盈、止损
+- **移动保本**（默认关闭）：开启后隐藏止盈与盈亏比，仅填止损；由移动止损监控平仓，不设固定止盈
 - 非交易时段禁止报单
 
 ### 当前持仓
@@ -60,6 +61,8 @@
 ### 可开仓品种
 
 - 按当前权益与保证金上限筛选可开品种，养成开仓纪律、限制仓位
+- **权益 ≤20 万** 或 **CTP 未连接** 时，仅展示并可交易：玉米、豆粕、甲醇、螺纹钢（SimNow/实盘一致）
+- **夜盘时段** 仅显示有夜盘品种，并标注「夜盘」
 - **行业分类**、走势（多头/空头/震荡/转多/转空）、跳空、昨日成交量（手）、成交额
 - 支持行业筛选与多字段排序
 - 每日后台刷新缓存
@@ -172,7 +175,7 @@
 | 导航显示 | 开关可选菜单项 |
 | 交易模式 | SimNow / 实盘 CTP |
 | 计仓模式 | 固定手数、固定金额 |
-| 保证金上限、移动保本、挂单超时 | 见表单说明 |
+| 保证金上限、移动保本缓冲、挂单超时 | 保证金上限默认 30%；移动保本缓冲为达 1R 后止损相对开仓价的跳数（默认 2 跳） |
 | CTP 连接 | SimNow / 实盘前置与账号（可覆盖 `.env`） |
 | 参考资金 | CTP 未连接时用于可开仓筛选与估算 |
 | 企业微信 Webhook | 计划/关键位推送 |

docs/TRADING.md

@@ -7,7 +7,7 @@
 | 区域 | 说明 |
 |------|------|
 | 顶栏 | 交易模式、CTP 状态、权益/可用、连接 CTP |
-| 期货下单 | 限价/市价报单、止盈止损、以损定仓/固定手数 |
+| 期货下单 | 限价/市价报单、止盈/止损、移动保本、以损定仓/固定手数 |
 | 当前持仓 | CTP 持仓卡片、挂单中、撤单、平仓 |
 | 可开仓品种 | 按权益与保证金上限筛选、行业分类、走势/跳空/成交量排序 |
 
@@ -36,6 +36,56 @@
 - 最大手数 = floor(权益 × 保证金上限 ÷ 1 手保证金)
 - 展示近一周日线走势、跳空、昨日成交量（手）、成交额
 - 可按 **行业** 筛选，支持多字段排序
+- **夜盘时段**：品种下拉与可开仓表仅显示有夜盘交易的品种，并带「夜盘」标记
+
+### 小账户品种范围（≤20 万）
+
+权益 **不超过 20 万元** 时，系统限制可浏览、可搜索、可报单的品种为以下 **4 个**：
+
+| 品种 | 代码 |
+|------|------|
+| 玉米 | `c` |
+| 豆粕 | `m` |
+| 甲醇 | `MA` |
+| 螺纹钢 | `rb` |
+
+适用范围：
+
+- 可开仓品种表
+- 期货下单品种联想 / 下拉
+- 开仓报单校验（含趋势策略首仓）
+
+**SimNow 与实盘规则一致**：**CTP 未连接** 时，无论系统设置中的参考资金是否大于 20 万，均 **默认按 20 万以下四品种范围** 展示与校验；连接 CTP 后改用柜台权益判断是否启用上述白名单。
+
+页面会提示：「未连接 CTP，默认按 20 万以下账户：仅显示并可交易 玉米、豆粕、甲醇、螺纹钢」。
+
+## 期货下单 · 止盈止损与移动保本
+
+本地止盈止损由程序监控持仓，触发后市价平仓（与 CTP 柜台委托/持仓数据独立）。
+
+### 默认模式（移动保本关闭）
+
+- 可同时填写 **止盈**、**止损**
+- 填写入场价与止损/止盈后，表单下方显示 **盈亏比**、止损金额、止盈金额（如有）
+- 本地监控：价格触及止盈或止损即平仓
+
+### 移动保本（可选，默认关闭）
+
+勾选 **移动保本** 后：
+
+| 表单项 | 行为 |
+|--------|------|
+| 止盈 | **隐藏**，不提交止盈价 |
+| 盈亏比 / 止盈金额 | **不显示** |
+| 止损 | **必填**，仅保留止损输入 |
+
+平仓逻辑：
+
+- **不再** 按固定止盈价监控
+- 程序按 **移动止损** 管理出场：浮盈达 **1R** 后止损移至开仓价 ± N 跳（保本）；达 **2R** 移至 1R，依次类推（N 见系统设置「移动保本缓冲」）
+- 开启移动保本 **必须填写止损价**，否则无法开仓
+
+持仓卡片在开启移动保本时同样 **不展示盈亏比、盈利金额、止盈状态**，仅保留止损与移动保本进度（如已锁 N R）。
 
 ## 策略交易
 
@@ -48,7 +98,9 @@
 
 ## 参考资金
 
-系统设置中的「参考资金」仅在 **CTP 未连接** 时用于可开仓品种筛选与以损定仓估算；连接后自动改用柜台权益。
+系统设置中的「参考资金」在 **CTP 未连接** 时用于以损定仓估算；连接后自动改用柜台权益。
+
+可开仓品种与品种白名单：**未连接 CTP 时一律按 20 万以下四品种范围**（见上文）；连接后若柜台权益 ≤20 万，同样仅上述四品种。
 
 ## 首次使用 SimNow
 

install_trading.py

@@ -30,7 +30,7 @@ from position_sizing import (
 )
 from product_recommend import (
     assert_product_allowed_for_capital,
-    is_small_account,
+    should_apply_small_account_scope,
     small_account_scope_hint,
     SMALL_ACCOUNT_SCOPE_LABEL,
 )
@@ -96,6 +96,7 @@ from trading_context import (
     get_sizing_mode,
     get_trailing_be_tick_buffer,
     get_trading_mode,
+    is_ctp_connected,
     trading_mode_label,
 )
 from ctp_symbol import ths_to_vnpy_symbol
@@ -1629,6 +1630,7 @@ def install_trading(app, *, login_required, require_nav, get_db, get_setting, se
             rec_cache = _recommend_payload(conn)
             if rec_cache.get("needs_refresh"):
                 _schedule_recommend_refresh()
+            ctp_connected = is_ctp_connected(get_setting)
             return render_template(
                 "trade.html",
                 trading_mode=mode,
@@ -1651,8 +1653,10 @@ def install_trading(app, *, login_required, require_nav, get_db, get_setting, se
                 recommend_rows=rec_cache.get("rows") or [],
                 recommend_updated_at=rec_cache.get("updated_at"),
                 night_session=is_night_trading_session(),
-                small_account_scope=is_small_account(capital),
-                small_account_scope_hint=small_account_scope_hint(),
+                small_account_scope=should_apply_small_account_scope(
+                    capital, ctp_connected=ctp_connected,
+                ),
+                small_account_scope_hint=small_account_scope_hint(ctp_connected=ctp_connected),
                 product_categories=PRODUCT_CATEGORIES,
             )
         finally:
@@ -2156,7 +2160,9 @@ def install_trading(app, *, login_required, require_nav, get_db, get_setting, se
             if err:
                 conn.close()
                 return jsonify({"ok": False, "error": err}), 403
-            scope_err = assert_product_allowed_for_capital(sym, _capital(conn))
+            scope_err = assert_product_allowed_for_capital(
+                sym, _capital(conn), ctp_connected=is_ctp_connected(get_setting),
+            )
             if scope_err:
                 conn.close()
                 return jsonify({"ok": False, "error": scope_err}), 403
@@ -2220,8 +2226,8 @@ def install_trading(app, *, login_required, require_nav, get_db, get_setting, se
             if offset.startswith("open"):
                 from zoneinfo import ZoneInfo
                 sl = d.get("stop_loss")
-                tp = d.get("take_profit")
                 trailing_be = 1 if d.get("trailing_be") else 0
+                tp = None if trailing_be else d.get("take_profit")
                 open_ts = datetime.now(ZoneInfo("Asia/Shanghai")).strftime("%Y-%m-%d %H:%M:%S")
                 vt_order_id = str(result.get("order_id") or "")
                 mid = _upsert_open_monitor(
@@ -2515,7 +2521,9 @@ def install_trading(app, *, login_required, require_nav, get_db, get_setting, se
             conn.close()
             return jsonify({"ok": False, "error": err}), 403
         capital = _capital(conn)
-        scope_err = assert_product_allowed_for_capital(sym, capital)
+        scope_err = assert_product_allowed_for_capital(
+            sym, capital, ctp_connected=is_ctp_connected(get_setting),
+        )
         if scope_err:
             conn.close()
             return jsonify({"ok": False, "error": scope_err}), 403

product_recommend.py

@@ -24,8 +24,13 @@ SMALL_ACCOUNT_PRODUCT_THS = frozenset({"c", "m", "MA", "rb"})
 SMALL_ACCOUNT_SCOPE_LABEL = "玉米、豆粕、甲醇、螺纹钢"
 
 
-def small_account_scope_hint() -> str:
+def small_account_scope_hint(*, ctp_connected: bool = True) -> str:
     wan = int(SMALL_ACCOUNT_CAPITAL_MAX // 10_000)
+    if not ctp_connected:
+        return (
+            f"未连接 CTP，默认按 {wan} 万以下账户："
+            f"仅显示并可交易 {SMALL_ACCOUNT_SCOPE_LABEL}"
+        )
     return f"权益 {wan} 万以下仅显示并可交易：{SMALL_ACCOUNT_SCOPE_LABEL}"
 
 
@@ -34,6 +39,28 @@ def small_account_scope_status_label() -> str:
     return f"权益{wan}万以下限{SMALL_ACCOUNT_SCOPE_LABEL}"
 
 
+def should_apply_small_account_scope(
+    capital: float,
+    *,
+    ctp_connected: bool,
+) -> bool:
+    """SimNow/实盘一致：未连接 CTP 时默认按 20 万以下四品种范围。"""
+    if not ctp_connected:
+        return True
+    return is_small_account(capital)
+
+
+def filter_rows_for_account_scope(
+    rows: list[dict],
+    capital: float,
+    *,
+    ctp_connected: bool,
+) -> list[dict]:
+    if not should_apply_small_account_scope(capital, ctp_connected=ctp_connected):
+        return rows
+    return [r for r in rows if product_in_small_account_whitelist(r.get("ths") or "")]
+
+
 def normalize_product_ths(ths: str) -> str:
     import re
     s = (ths or "").strip()
@@ -60,18 +87,30 @@ def product_in_small_account_whitelist(ths_or_product) -> bool:
     return upper in {x.upper() for x in SMALL_ACCOUNT_PRODUCT_THS}
 
 
-def assert_product_allowed_for_capital(ths: str, capital: float) -> Optional[str]:
+def assert_product_allowed_for_capital(
+    ths: str,
+    capital: float,
+    *,
+    ctp_connected: bool = True,
+) -> Optional[str]:
     """小账户品种白名单校验；通过返回 None。"""
-    if not is_small_account(capital):
+    if not should_apply_small_account_scope(capital, ctp_connected=ctp_connected):
         return None
     if product_in_small_account_whitelist(ths):
         return None
     wan = int(SMALL_ACCOUNT_CAPITAL_MAX // 10_000)
+    if not ctp_connected:
+        return f"未连接 CTP，仅可交易：{SMALL_ACCOUNT_SCOPE_LABEL}"
     return f"权益 {wan} 万以下仅可交易：{SMALL_ACCOUNT_SCOPE_LABEL}"
 
 
-def filter_products_for_capital(products: list[dict], capital: float) -> list[dict]:
-    if not is_small_account(capital):
+def filter_products_for_capital(
+    products: list[dict],
+    capital: float,
+    *,
+    ctp_connected: bool = True,
+) -> list[dict]:
+    if not should_apply_small_account_scope(capital, ctp_connected=ctp_connected):
         return list(products)
     return [p for p in products if product_in_small_account_whitelist(p)]
 
@@ -103,6 +142,7 @@ def assess_product_for_capital(
     default_stop_ticks: int = 20,
     reward_risk_ratio: float = 2.0,
     trading_mode: str = "simulation",
+    ctp_connected: bool = True,
 ) -> dict:
     """评估单品种在当前资金下是否可交易。"""
     ths = product.get("ths") or ""
@@ -117,7 +157,7 @@ def assess_product_for_capital(
     cap = float(capital or 0)
     margin_pct = max(1.0, min(100.0, float(max_margin_pct or 30.0)))
 
-    if is_small_account(cap) and not product_in_small_account_whitelist(product):
+    if should_apply_small_account_scope(cap, ctp_connected=ctp_connected) and not product_in_small_account_whitelist(product):
         return {
             "ths": ths,
             "name": name,
@@ -210,6 +250,7 @@ def list_product_recommendations(
     *,
     max_margin_pct: float = 30.0,
     trading_mode: str = "simulation",
+    ctp_connected: bool = True,
 ) -> list[dict]:
     """扫描全部品种并排序：可开且纪律友好 > 可开 > 不足。quote_fn(品种代码) -> {price, ths_code, ...}"""
 
@@ -222,6 +263,7 @@ def list_product_recommendations(
                 product, capital, price,
                 max_margin_pct=max_margin_pct,
                 trading_mode=trading_mode,
+                ctp_connected=ctp_connected,
             )
             main_code = (quote.get("ths_code") or "").strip()
             row["main_code"] = main_code

recommend_store.py

@@ -14,7 +14,11 @@ from typing import Callable, Optional
 
 from contract_specs import get_contract_spec
 from fee_specs import ensure_fee_rates_schema
-from product_recommend import _attach_turnover, list_product_recommendations
+from product_recommend import (
+    _attach_turnover,
+    filter_rows_for_account_scope,
+    list_product_recommendations,
+)
 from recommend_trend import sort_recommend_by_trend
 from symbols import product_category
 
@@ -104,6 +108,15 @@ def recommend_cache_needs_refresh(
     return False
 
 
+def _ctp_connected_for_mode(trading_mode: str) -> bool:
+    try:
+        from vnpy_bridge import ctp_status
+
+        return bool(ctp_status(trading_mode).get("connected"))
+    except Exception:
+        return False
+
+
 def enrich_recommend_rows(
     rows: list[dict],
     capital: float,
@@ -213,8 +226,13 @@ def refresh_recommend_cache(
     """后台拉行情、筛选并写入数据库。"""
     ensure_recommend_tables(conn)
     ensure_fee_rates_schema(conn)
+    ctp_connected = _ctp_connected_for_mode(trading_mode)
     all_rows = list_product_recommendations(
-        capital, quote_fn, max_margin_pct=max_margin_pct, trading_mode=trading_mode,
+        capital,
+        quote_fn,
+        max_margin_pct=max_margin_pct,
+        trading_mode=trading_mode,
+        ctp_connected=ctp_connected,
     )
     rows = filter_affordable_recommendations(all_rows)
     if not rows and float(capital or 0) > 0:
@@ -289,6 +307,9 @@ def recommend_payload(
     rows = enrich_recommend_rows(
         rows, cap, max_margin_pct=pct, trading_mode=trading_mode,
     )
+    rows = filter_rows_for_account_scope(
+        rows, cap, ctp_connected=_ctp_connected_for_mode(trading_mode),
+    )
     rows = filter_recommend_by_sizing(rows, sizing_mode=sizing_mode, fixed_lots=fixed_lots)
     rows = sort_recommend_by_trend(rows)
     payload["rows"] = rows

sl_tp_guard.py

@@ -732,7 +732,7 @@ def check_sl_tp_on_tick(
                 pass
 
         reason = None
-        if tp_f is not None and _tp_triggered(direction, tp_f, mark, tick):
+        if tp_f is not None and not mon.get("trailing_be") and _tp_triggered(direction, tp_f, mark, tick):
             reason = "take_profit"
         elif sl_f is not None and _sl_triggered(direction, sl_f, mark, tick):
             reason = "stop_loss"
@@ -813,7 +813,7 @@ def check_monitors_locally(
                 pass
 
         reason = None
-        if tp_f is not None and _tp_triggered(direction, tp_f, mark, tick):
+        if tp_f is not None and not mon.get("trailing_be") and _tp_triggered(direction, tp_f, mark, tick):
             reason = "take_profit"
         elif sl_f is not None and _sl_triggered(direction, sl_f, mark, tick):
             reason = "stop_loss"

static/css/trade.css

@@ -48,6 +48,8 @@
 .trade-action-row .btn-open.btn-session-off{background:var(--text-muted);border-color:var(--text-muted)}
 .trailing-be-toggle{display:flex;align-items:center;gap:.4rem;font-size:.78rem;color:var(--text-label);margin-bottom:.45rem;cursor:pointer;user-select:none}
 .trailing-be-toggle input{width:auto;margin:0}
+.trailing-be-hint{font-size:.72rem;margin:0;color:var(--text-muted)}
+.trade-form-line.line-3 #field-tp.is-hidden{display:none}
 .trade-rr-hint{font-size:.78rem;color:var(--text-accent);margin:0}
 .session-hint{font-size:.72rem;margin:.35rem 0 0;text-align:center}
 .trade-order-msg{font-size:.82rem;text-align:center;margin:0;padding:.35rem}

static/js/trade.js

@@ -313,6 +313,22 @@
         return parseFloat(priceInput && priceInput.value) || 0;
     }
 
+    function isTrailingBeOn() {
+        var el = document.getElementById('trailing-be');
+        return !!(el && el.checked);
+    }
+
+    function updateTrailingBeUi() {
+        var on = isTrailingBeOn();
+        var tpField = document.getElementById('field-tp');
+        var hint = document.getElementById('trailing-be-hint');
+        if (tpField) tpField.classList.toggle('is-hidden', on);
+        if (hint) hint.hidden = !on;
+        if (on && tpInput) tpInput.value = '';
+        updateRRDisplay();
+        scheduleAutoCalc();
+    }
+
     function calcRR(direction, entry, sl, tp) {
         entry = parseFloat(entry);
         sl = parseFloat(sl);
@@ -335,19 +351,22 @@
     function updateRRDisplay() {
         var el = document.getElementById('trade-rr-hint');
         if (!el) return;
+        var trailingOn = isTrailingBeOn();
         var dir = dirSelect ? dirSelect.value : 'long';
         var entry = entryPrice();
         var sl = slInput && slInput.value ? parseFloat(slInput.value) : 0;
-        var tp = tpInput && tpInput.value ? parseFloat(tpInput.value) : 0;
+        var tp = trailingOn ? 0 : (tpInput && tpInput.value ? parseFloat(tpInput.value) : 0);
         var lots = effectiveLots();
         var parts = [];
-        var rr = calcRR(dir, entry, sl, tp);
-        if (rr) parts.push('盈亏比 ' + rr + ':1');
+        if (!trailingOn) {
+            var rr = calcRR(dir, entry, sl, tp);
+            if (rr) parts.push('盈亏比 ' + rr + ':1');
+        }
         if (sl > 0 && entry > 0 && lots > 0 && lastPreviewMetrics) {
             if (lastPreviewMetrics.risk_amount != null) {
                 parts.push('止损金额 ' + fmtNum(lastPreviewMetrics.risk_amount) + ' 元');
             }
-            if (lastPreviewMetrics.reward_amount != null && tp > 0) {
+            if (!trailingOn && lastPreviewMetrics.reward_amount != null && tp > 0) {
                 parts.push('止盈金额 ' + fmtNum(lastPreviewMetrics.reward_amount) + ' 元');
             }
         }
@@ -572,7 +591,7 @@
         var sym = selectedSymbol();
         var entry = entryPrice() || parseFloat(priceInput && priceInput.value) || 0;
         var sl = parseFloat(slInput && slInput.value) || 0;
-        var tp = parseFloat(tpInput && tpInput.value) || 0;
+        var tp = isTrailingBeOn() ? 0 : (parseFloat(tpInput && tpInput.value) || 0);
         if (isFixedMode()) {
             var fixedLots = parseInt(window.TRADE_FIXED_LOTS, 10) || 1;
             lotsCalc.value = String(fixedLots);
@@ -671,12 +690,12 @@
         }
         var lots = effectiveLots();
         var trailingBeEl = document.getElementById('trailing-be');
+        var trailingOn = !!(trailingBeEl && trailingBeEl.checked);
         if (offset === 'open') {
             if (!isTradingSession) {
                 showOrderMsg('不在交易时间段', false);
                 return;
             }
-            var trailingOn = !!(trailingBeEl && trailingBeEl.checked);
             if (trailingOn && !(slInput && slInput.value)) {
                 showOrderMsg('开启移动保本须填写止损价', false);
                 return;
@@ -713,8 +732,8 @@
             price: price,
             order_type: priceType,
             stop_loss: slInput && slInput.value ? parseFloat(slInput.value) : null,
-            take_profit: tpInput && tpInput.value ? parseFloat(tpInput.value) : null,
-            trailing_be: !!(trailingBeEl && trailingBeEl.checked)
+            take_profit: (trailingOn || !(tpInput && tpInput.value)) ? null : parseFloat(tpInput.value),
+            trailing_be: trailingOn
         };
         fetch('/api/trade/order', {
             method: 'POST',
@@ -861,10 +880,12 @@
         } else if (row.stop_loss != null) {
             parts.push('<span class="text-muted">止损已设</span>');
         }
-        if (row.tp_order_active || row.tp_monitoring) {
-            parts.push('<span class="text-profit">止盈监控中</span>');
-        } else if (row.take_profit != null) {
-            parts.push('<span class="text-muted">止盈已设</span>');
+        if (!row.trailing_be) {
+            if (row.tp_order_active || row.tp_monitoring) {
+                parts.push('<span class="text-profit">止盈监控中</span>');
+            } else if (row.take_profit != null) {
+                parts.push('<span class="text-muted">止盈已设</span>');
+            }
         }
         if (!parts.length) return '<span class="text-muted">未设置</span>';
         return parts.join(' · ');
@@ -926,8 +947,8 @@
         var metaLine =
             '状态 <strong class="text-accent">' + pendingLabel + '</strong>' +
             ' · 委托价 <strong>' + fmtNum(orderPx) + '</strong>' +
-            (row.rr_ratio != null ? ' · 盈亏比 <strong>' + row.rr_ratio + ':1</strong>' : '') +
-            (row.stop_loss != null || row.take_profit != null ? ' · ' + slTpStatusHtml(row) : '') +
+            (!row.trailing_be && row.rr_ratio != null ? ' · 盈亏比 <strong>' + row.rr_ratio + ':1</strong>' : '') +
+            (row.stop_loss != null || (!row.trailing_be && row.take_profit != null) ? ' · ' + slTpStatusHtml(row) : '') +
             (row.trailing_be ? ' · 移动保本 ' + trailingStatusHtml(row) : '') +
             (!isCloseOrder ? ' · <span class="text-muted">约 ' + remainMin + ' 分钟内未成交自动撤单</span>' : '');
         return (
@@ -988,13 +1009,14 @@
             '<div class="pos-card-actions">' + entrustBtn + orderBtn + closeBtn + '</div>' : '';
         var metaLine =
             '来源 <strong>' + (row.source_label || 'CTP') + '</strong>' +
-            (row.rr_ratio != null ? ' · 盈亏比 <strong>' + row.rr_ratio + ':1</strong>' : '') +
+            (!row.trailing_be && row.rr_ratio != null ? ' · 盈亏比 <strong>' + row.rr_ratio + ':1</strong>' : '') +
             ' · 止损金额 <strong class="text-loss">' +
             (row.risk_amount != null ? fmtNum(row.risk_amount) + ' 元' : '--') + '</strong>' +
-            ' · 盈利金额 <strong class="text-profit">' +
-            (row.reward_amount != null ? fmtNum(row.reward_amount) + ' 元' : '--') + '</strong>' +
+            (!row.trailing_be ?
+                (' · 盈利金额 <strong class="text-profit">' +
+                (row.reward_amount != null ? fmtNum(row.reward_amount) + ' 元' : '--') + '</strong>') : '') +
             ' · ' + slTpStatusHtml(row) +
-            ' · 移动保本 ' + trailingStatusHtml(row) +
+            (row.trailing_be ? ' · 移动保本 ' + trailingStatusHtml(row) : '') +
             (slTpBtn ? ' · ' + slTpBtn : '') +
             (function () {
                 if (row.order_state === 'pending' || !row.monitor_id) return '';
@@ -1565,6 +1587,11 @@
         scheduleAutoCalc();
         updateRRDisplay();
     });
+    var trailingBeEl = document.getElementById('trailing-be');
+    if (trailingBeEl) {
+        trailingBeEl.addEventListener('change', updateTrailingBeUi);
+        updateTrailingBeUi();
+    }
     if (priceInput) {
         priceInput.addEventListener('input', function () {
             if (priceType === 'limit') priceInput.dataset.manual = '1';

symbols.py

@@ -461,19 +461,21 @@ def _match_score(product: dict, q_lower: str) -> int:
     return 10
 
 
-def search_symbols(query: str, *, capital: float | None = None) -> list:
+def search_symbols(query: str, *, capital: float | None = None, ctp_connected: bool = True) -> list:
     q = query.strip()
     if not q:
         return []
 
     q_lower = q.lower()
     from market_sessions import is_night_trading_session
-    from product_recommend import filter_products_for_capital, is_small_account
+    from product_recommend import filter_products_for_capital, should_apply_small_account_scope
 
     night_only = is_night_trading_session()
     product_pool = PRODUCTS
-    if capital is not None and is_small_account(capital):
-        product_pool = filter_products_for_capital(PRODUCTS, capital)
+    if capital is not None and should_apply_small_account_scope(capital, ctp_connected=ctp_connected):
+        product_pool = filter_products_for_capital(
+            PRODUCTS, capital, ctp_connected=ctp_connected,
+        )
     with _main_index_lock:
         index = dict(_main_index)
     index_ready = bool(index)
@@ -498,8 +500,10 @@ def search_symbols(query: str, *, capital: float | None = None) -> list:
         codes = ths_to_codes(q)
         if codes:
             product = _product_for_contract_code(codes["ths_code"])
-            if capital is not None and is_small_account(capital):
-                from product_recommend import is_small_account, product_in_small_account_whitelist
+            if capital is not None and should_apply_small_account_scope(
+                capital, ctp_connected=ctp_connected,
+            ):
+                from product_recommend import product_in_small_account_whitelist
                 if not product or not product_in_small_account_whitelist(product):
                     return results
             raw = fetch_raw_for_volume(codes["sina_code"])

templates/trade.html

@@ -77,7 +77,7 @@
                                 <input type="number" id="trade-price" step="any" placeholder="限价">
                                 <p class="hint market-hint" id="market-hint" hidden>市价以 FAK 即时成交报单（非限价挂单）</p>
                             </div>
-                            <div class="trade-field">
+                            <div class="trade-field" id="field-tp">
                                 <label class="text-label">止盈</label>
                                 <input type="number" id="trade-tp" step="any">
                             </div>
@@ -90,9 +90,10 @@
 
                     <div class="trade-action-row">
                         <label class="trailing-be-toggle">
-                            <input type="checkbox" id="trailing-be" checked>
+                            <input type="checkbox" id="trailing-be">
                             <span>移动保本</span>
                         </label>
+                        <p class="hint trailing-be-hint" id="trailing-be-hint" hidden>已开启：仅监控止损，达 1R 后移动保本平仓</p>
                         <span class="hint trade-rr-hint" id="trade-rr-hint" hidden></span>
                         <button type="button" class="btn-primary btn-open" id="btn-open">开仓</button>
                         <p class="hint session-hint text-muted" id="session-hint" hidden>不在交易时间段</p>

trading_context.py

@@ -91,5 +91,16 @@ def get_account_capital(conn, get_setting: Callable[[str, str], str]) -> float:
         return 0.0
 
 
+def is_ctp_connected(get_setting: Callable[[str, str], str]) -> bool:
+    """当前交易模式（SimNow / 实盘）是否已连接 CTP。"""
+    try:
+        from vnpy_bridge import ctp_status
+
+        mode = get_trading_mode(get_setting)
+        return bool(ctp_status(mode).get("connected"))
+    except Exception:
+        return False
+
+
 def trading_mode_label(get_setting: Callable[[str, str], str]) -> str:
     return "SimNow" if get_trading_mode(get_setting) == TRADING_MODE_SIM else "期货公司实盘"