diff --git a/api/server.go b/api/server.go
index 47bf8f1b..ced629d7 100644
--- a/api/server.go
+++ b/api/server.go
@@ -170,6 +170,7 @@ type CreateTraderRequest struct {
InitialBalance float64 `json:"initial_balance"`
CustomPrompt string `json:"custom_prompt"`
OverrideBasePrompt bool `json:"override_base_prompt"`
+ IsCrossMargin *bool `json:"is_cross_margin"` // 指针类型，nil表示使用默认值true
}
type ModelConfig struct {
@@ -222,6 +223,12 @@ func (s *Server) handleCreateTrader(c *gin.Context) {
// 生成交易员ID
traderID := fmt.Sprintf("%s_%s_%d", req.ExchangeID, req.AIModelID, time.Now().Unix())
+ // 设置默认值
+ isCrossMargin := true // 默认为全仓模式
+ if req.IsCrossMargin != nil {
+ isCrossMargin = *req.IsCrossMargin
+ }
+
// 创建交易员配置（数据库实体）
trader := &config.TraderRecord{
ID: traderID,
@@ -232,6 +239,7 @@ func (s *Server) handleCreateTrader(c *gin.Context) {
InitialBalance: req.InitialBalance,
CustomPrompt: req.CustomPrompt,
OverrideBasePrompt: req.OverrideBasePrompt,
+ IsCrossMargin: isCrossMargin,
ScanIntervalMinutes: 3, // 默认3分钟
IsRunning: false,
}
diff --git a/config/database.go b/config/database.go
index 6890f25b..aeab9bbb 100644
--- a/config/database.go
+++ b/config/database.go
@@ -153,6 +153,7 @@ func (d *Database) createTables() error {
`ALTER TABLE exchanges ADD COLUMN aster_private_key TEXT DEFAULT ''`,
`ALTER TABLE traders ADD COLUMN custom_prompt TEXT DEFAULT ''`,
`ALTER TABLE traders ADD COLUMN override_base_prompt BOOLEAN DEFAULT 0`,
+ `ALTER TABLE traders ADD COLUMN is_cross_margin BOOLEAN DEFAULT 1`, // 默认为全仓模式
}
for _, query := range alterQueries {
@@ -369,6 +370,7 @@ type TraderRecord struct {
IsRunning bool `json:"is_running"`
CustomPrompt string `json:"custom_prompt"` // 自定义交易策略prompt
OverrideBasePrompt bool `json:"override_base_prompt"` // 是否覆盖基础prompt
+ IsCrossMargin bool `json:"is_cross_margin"` // 是否为全仓模式（true=全仓，false=逐仓）
CreatedAt time.Time `json:"created_at"`
UpdatedAt time.Time `json:"updated_at"`
}
@@ -656,9 +658,9 @@ func (d *Database) CreateExchange(userID, id, name, typ string, enabled bool, ap
// CreateTrader 创建交易员
func (d *Database) CreateTrader(trader *TraderRecord) error {
_, err := d.db.Exec(`
- INSERT INTO traders (id, user_id, name, ai_model_id, exchange_id, initial_balance, scan_interval_minutes, is_running, custom_prompt, override_base_prompt)
- VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?)
- `, trader.ID, trader.UserID, trader.Name, trader.AIModelID, trader.ExchangeID, trader.InitialBalance, trader.ScanIntervalMinutes, trader.IsRunning, trader.CustomPrompt, trader.OverrideBasePrompt)
+ INSERT INTO traders (id, user_id, name, ai_model_id, exchange_id, initial_balance, scan_interval_minutes, is_running, custom_prompt, override_base_prompt, is_cross_margin)
+ VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)
+ `, trader.ID, trader.UserID, trader.Name, trader.AIModelID, trader.ExchangeID, trader.InitialBalance, trader.ScanIntervalMinutes, trader.IsRunning, trader.CustomPrompt, trader.OverrideBasePrompt, trader.IsCrossMargin)
return err
}
@@ -666,7 +668,8 @@ func (d *Database) CreateTrader(trader *TraderRecord) error {
func (d *Database) GetTraders(userID string) ([]*TraderRecord, error) {
rows, err := d.db.Query(`
SELECT id, user_id, name, ai_model_id, exchange_id, initial_balance, scan_interval_minutes, is_running,
- COALESCE(custom_prompt, '') as custom_prompt, COALESCE(override_base_prompt, 0) as override_base_prompt, created_at, updated_at
+ COALESCE(custom_prompt, '') as custom_prompt, COALESCE(override_base_prompt, 0) as override_base_prompt,
+ COALESCE(is_cross_margin, 1) as is_cross_margin, created_at, updated_at
FROM traders WHERE user_id = ? ORDER BY created_at DESC
`, userID)
if err != nil {
@@ -680,7 +683,8 @@ func (d *Database) GetTraders(userID string) ([]*TraderRecord, error) {
err := rows.Scan(
&trader.ID, &trader.UserID, &trader.Name, &trader.AIModelID, &trader.ExchangeID,
&trader.InitialBalance, &trader.ScanIntervalMinutes, &trader.IsRunning,
- &trader.CustomPrompt, &trader.OverrideBasePrompt, &trader.CreatedAt, &trader.UpdatedAt,
+ &trader.CustomPrompt, &trader.OverrideBasePrompt, &trader.IsCrossMargin,
+ &trader.CreatedAt, &trader.UpdatedAt,
)
if err != nil {
return nil, err
diff --git a/manager/trader_manager.go b/manager/trader_manager.go
index c6714526..f6253a5d 100644
--- a/manager/trader_manager.go
+++ b/manager/trader_manager.go
@@ -154,6 +154,7 @@ func (tm *TraderManager) addTraderFromDB(traderCfg *config.TraderRecord, aiModel
MaxDailyLoss: maxDailyLoss,
MaxDrawdown: maxDrawdown,
StopTradingTime: time.Duration(stopTradingMinutes) * time.Minute,
+ IsCrossMargin: traderCfg.IsCrossMargin,
}
// 根据交易所类型设置API密钥
@@ -228,6 +229,7 @@ func (tm *TraderManager) AddTraderFromDB(traderCfg *config.TraderRecord, aiModel
MaxDailyLoss: maxDailyLoss,
MaxDrawdown: maxDrawdown,
StopTradingTime: time.Duration(stopTradingMinutes) * time.Minute,
+ IsCrossMargin: traderCfg.IsCrossMargin,
}
// 根据交易所类型设置API密钥
@@ -560,6 +562,7 @@ func (tm *TraderManager) loadSingleTrader(traderCfg *config.TraderRecord, aiMode
MaxDailyLoss: maxDailyLoss,
MaxDrawdown: maxDrawdown,
StopTradingTime: time.Duration(stopTradingMinutes) * time.Minute,
+ IsCrossMargin: traderCfg.IsCrossMargin,
}
// 根据交易所类型设置API密钥
diff --git a/trader/aster_trader.go b/trader/aster_trader.go
index b821be61..e4d7f12d 100644
--- a/trader/aster_trader.go
+++ b/trader/aster_trader.go
@@ -819,6 +819,38 @@ func (t *AsterTrader) CloseShort(symbol string, quantity float64) (map[string]in
return result, nil
}
+// SetMarginMode 设置仓位模式
+func (t *AsterTrader) SetMarginMode(symbol string, isCrossMargin bool) error {
+ // Aster支持仓位模式设置
+ // API格式与币安相似：CROSSED(全仓) / ISOLATED(逐仓)
+ marginType := "CROSSED"
+ if !isCrossMargin {
+ marginType = "ISOLATED"
+ }
+
+ params := map[string]interface{}{
+ "symbol": symbol,
+ "marginType": marginType,
+ }
+
+ // 使用request方法调用API
+ _, err := t.request("POST", "/fapi/v3/marginType", params)
+ if err != nil {
+ // 如果错误表示无需更改，忽略错误
+ if strings.Contains(err.Error(), "No need to change") ||
+ strings.Contains(err.Error(), "Margin type cannot be changed") {
+ log.Printf(" ✓ %s 仓位模式已是 %s 或有持仓无法更改", symbol, marginType)
+ return nil
+ }
+ log.Printf(" ⚠️ 设置仓位模式失败: %v", err)
+ // 不返回错误，让交易继续
+ return nil
+ }
+
+ log.Printf(" ✓ %s 仓位模式已设置为 %s", symbol, marginType)
+ return nil
+}
+
// SetLeverage 设置杠杆倍数
func (t *AsterTrader) SetLeverage(symbol string, leverage int) error {
params := map[string]interface{}{
diff --git a/trader/auto_trader.go b/trader/auto_trader.go
index aed0dc79..93889f12 100644
--- a/trader/auto_trader.go
+++ b/trader/auto_trader.go
@@ -63,6 +63,9 @@ type AutoTraderConfig struct {
MaxDailyLoss float64 // 最大日亏损百分比（提示）
MaxDrawdown float64 // 最大回撤百分比（提示）
StopTradingTime time.Duration // 触发风控后暂停时长
+
+ // 仓位模式
+ IsCrossMargin bool // true=全仓模式, false=逐仓模式
}
// AutoTrader 自动交易器
@@ -135,6 +138,13 @@ func NewAutoTrader(config AutoTraderConfig) (*AutoTrader, error) {
var trader Trader
var err error
+ // 记录仓位模式（通用）
+ marginModeStr := "全仓"
+ if !config.IsCrossMargin {
+ marginModeStr = "逐仓"
+ }
+ log.Printf("📊 [%s] 仓位模式: %s", config.Name, marginModeStr)
+
switch config.Exchange {
case "binance":
log.Printf("🏦 [%s] 使用币安合约交易", config.Name)
@@ -589,6 +599,12 @@ func (at *AutoTrader) executeOpenLongWithRecord(decision *decision.Decision, act
actionRecord.Quantity = quantity
actionRecord.Price = marketData.CurrentPrice
+ // 设置仓位模式
+ if err := at.trader.SetMarginMode(decision.Symbol, at.config.IsCrossMargin); err != nil {
+ log.Printf(" ⚠️ 设置仓位模式失败: %v", err)
+ // 继续执行，不影响交易
+ }
+
// 开仓
order, err := at.trader.OpenLong(decision.Symbol, quantity, decision.Leverage)
if err != nil {
@@ -642,6 +658,12 @@ func (at *AutoTrader) executeOpenShortWithRecord(decision *decision.Decision, ac
actionRecord.Quantity = quantity
actionRecord.Price = marketData.CurrentPrice
+ // 设置仓位模式
+ if err := at.trader.SetMarginMode(decision.Symbol, at.config.IsCrossMargin); err != nil {
+ log.Printf(" ⚠️ 设置仓位模式失败: %v", err)
+ // 继续执行，不影响交易
+ }
+
// 开仓
order, err := at.trader.OpenShort(decision.Symbol, quantity, decision.Leverage)
if err != nil {
@@ -885,7 +907,7 @@ func (at *AutoTrader) GetPositions() ([]map[string]interface{}, error) {
// 计算占用保证金
marginUsed := (quantity * markPrice) / float64(leverage)
-
+
// 计算盈亏百分比（基于保证金）
// 收益率 = 未实现盈亏 / 保证金 × 100%
pnlPct := 0.0
diff --git a/trader/binance_futures.go b/trader/binance_futures.go
index ae85afa4..c10fadeb 100644
--- a/trader/binance_futures.go
+++ b/trader/binance_futures.go
@@ -131,6 +131,46 @@ func (t *FuturesTrader) GetPositions() ([]map[string]interface{}, error) {
return result, nil
}
+// SetMarginMode 设置仓位模式
+func (t *FuturesTrader) SetMarginMode(symbol string, isCrossMargin bool) error {
+ var marginType futures.MarginType
+ if isCrossMargin {
+ marginType = futures.MarginTypeCrossed
+ } else {
+ marginType = futures.MarginTypeIsolated
+ }
+
+ // 尝试设置仓位模式
+ err := t.client.NewChangeMarginTypeService().
+ Symbol(symbol).
+ MarginType(marginType).
+ Do(context.Background())
+
+ marginModeStr := "全仓"
+ if !isCrossMargin {
+ marginModeStr = "逐仓"
+ }
+
+ if err != nil {
+ // 如果错误信息包含"No need to change"，说明仓位模式已经是目标值
+ if contains(err.Error(), "No need to change margin type") {
+ log.Printf(" ✓ %s 仓位模式已是 %s", symbol, marginModeStr)
+ return nil
+ }
+ // 如果有持仓，无法更改仓位模式，但不影响交易
+ if contains(err.Error(), "Margin type cannot be changed if there exists position") {
+ log.Printf(" ⚠️ %s 有持仓，无法更改仓位模式，继续使用当前模式", symbol)
+ return nil
+ }
+ log.Printf(" ⚠️ 设置仓位模式失败: %v", err)
+ // 不返回错误，让交易继续
+ return nil
+ }
+
+ log.Printf(" ✓ %s 仓位模式已设置为 %s", symbol, marginModeStr)
+ return nil
+}
+
// SetLeverage 设置杠杆（智能判断+冷却期）
func (t *FuturesTrader) SetLeverage(symbol string, leverage int) error {
// 先尝试获取当前杠杆（从持仓信息）
@@ -177,31 +217,6 @@ func (t *FuturesTrader) SetLeverage(symbol string, leverage int) error {
return nil
}
-// SetMarginType 设置保证金模式
-func (t *FuturesTrader) SetMarginType(symbol string, marginType futures.MarginType) error {
- err := t.client.NewChangeMarginTypeService().
- Symbol(symbol).
- MarginType(marginType).
- Do(context.Background())
-
- if err != nil {
- // 如果已经是该模式，不算错误
- if contains(err.Error(), "No need to change") {
- log.Printf(" ✓ %s 保证金模式已是 %s", symbol, marginType)
- return nil
- }
- return fmt.Errorf("设置保证金模式失败: %w", err)
- }
-
- log.Printf(" ✓ %s 保证金模式已切换为 %s", symbol, marginType)
-
- // 切换保证金模式后等待3秒（避免冷却期错误）
- log.Printf(" ⏱ 等待3秒冷却期...")
- time.Sleep(3 * time.Second)
-
- return nil
-}
-
// OpenLong 开多仓
func (t *FuturesTrader) OpenLong(symbol string, quantity float64, leverage int) (map[string]interface{}, error) {
// 先取消该币种的所有委托单（清理旧的止损止盈单）
@@ -214,10 +229,7 @@ func (t *FuturesTrader) OpenLong(symbol string, quantity float64, leverage int)
return nil, err
}
- // 设置逐仓模式
- if err := t.SetMarginType(symbol, futures.MarginTypeIsolated); err != nil {
- return nil, err
- }
+ // 注意：仓位模式应该由调用方（AutoTrader）在开仓前通过 SetMarginMode 设置
// 格式化数量到正确精度
quantityStr, err := t.FormatQuantity(symbol, quantity)
@@ -260,10 +272,7 @@ func (t *FuturesTrader) OpenShort(symbol string, quantity float64, leverage int)
return nil, err
}
- // 设置逐仓模式
- if err := t.SetMarginType(symbol, futures.MarginTypeIsolated); err != nil {
- return nil, err
- }
+ // 注意：仓位模式应该由调用方（AutoTrader）在开仓前通过 SetMarginMode 设置
// 格式化数量到正确精度
quantityStr, err := t.FormatQuantity(symbol, quantity)
diff --git a/trader/hyperliquid_trader.go b/trader/hyperliquid_trader.go
index fdd646e0..3073b342 100644
--- a/trader/hyperliquid_trader.go
+++ b/trader/hyperliquid_trader.go
@@ -13,10 +13,11 @@ import (
// HyperliquidTrader Hyperliquid交易器
type HyperliquidTrader struct {
- exchange *hyperliquid.Exchange
- ctx context.Context
- walletAddr string
- meta *hyperliquid.Meta // 缓存meta信息（包含精度等）
+ exchange *hyperliquid.Exchange
+ ctx context.Context
+ walletAddr string
+ meta *hyperliquid.Meta // 缓存meta信息（包含精度等）
+ isCrossMargin bool // 是否为全仓模式
}
// NewHyperliquidTrader 创建Hyperliquid交易器
@@ -63,10 +64,11 @@ func NewHyperliquidTrader(privateKeyHex string, walletAddr string, testnet bool)
}
return &HyperliquidTrader{
- exchange: exchange,
- ctx: ctx,
- walletAddr: walletAddr,
- meta: meta,
+ exchange: exchange,
+ ctx: ctx,
+ walletAddr: walletAddr,
+ meta: meta,
+ isCrossMargin: true, // 默认使用全仓模式
}, nil
}
@@ -187,13 +189,26 @@ func (t *HyperliquidTrader) GetPositions() ([]map[string]interface{}, error) {
return result, nil
}
+// SetMarginMode 设置仓位模式 (在SetLeverage时一并设置)
+func (t *HyperliquidTrader) SetMarginMode(symbol string, isCrossMargin bool) error {
+ // Hyperliquid的仓位模式在SetLeverage时设置，这里只记录
+ t.isCrossMargin = isCrossMargin
+ marginModeStr := "全仓"
+ if !isCrossMargin {
+ marginModeStr = "逐仓"
+ }
+ log.Printf(" ✓ %s 将使用 %s 模式", symbol, marginModeStr)
+ return nil
+}
+
// SetLeverage 设置杠杆
func (t *HyperliquidTrader) SetLeverage(symbol string, leverage int) error {
// Hyperliquid symbol格式（去掉USDT后缀）
coin := convertSymbolToHyperliquid(symbol)
// 调用UpdateLeverage (leverage int, name string, isCross bool)
- _, err := t.exchange.UpdateLeverage(t.ctx, leverage, coin, false) // false = 逐仓模式
+ // 第三个参数: true=全仓模式, false=逐仓模式
+ _, err := t.exchange.UpdateLeverage(t.ctx, leverage, coin, t.isCrossMargin)
if err != nil {
return fmt.Errorf("设置杠杆失败: %w", err)
}
diff --git a/trader/interface.go b/trader/interface.go
index 77ee6ea8..18d75ee7 100644
--- a/trader/interface.go
+++ b/trader/interface.go
@@ -24,6 +24,9 @@ type Trader interface {
// SetLeverage 设置杠杆
SetLeverage(symbol string, leverage int) error
+ // SetMarginMode 设置仓位模式 (true=全仓, false=逐仓)
+ SetMarginMode(symbol string, isCrossMargin bool) error
+
// GetMarketPrice 获取市场价格
GetMarketPrice(symbol string) (float64, error)
diff --git a/web/src/components/AITradersPage.tsx b/web/src/components/AITradersPage.tsx
index 9f157652..b42a79bd 100644
--- a/web/src/components/AITradersPage.tsx
+++ b/web/src/components/AITradersPage.tsx
@@ -99,7 +99,7 @@ export function AITradersPage({ onTraderSelect }: AITradersPageProps) {
return traders?.some(t => t.exchange_id === exchangeId && t.is_running) || false;
};
- const handleCreateTrader = async (modelId: string, exchangeId: string, name: string, initialBalance: number, customPrompt?: string, overrideBase?: boolean) => {
+ const handleCreateTrader = async (modelId: string, exchangeId: string, name: string, initialBalance: number, customPrompt?: string, overrideBase?: boolean, isCrossMargin?: boolean) => {
try {
const model = allModels?.find(m => m.id === modelId);
const exchange = allExchanges?.find(e => e.id === exchangeId);
@@ -120,7 +120,8 @@ export function AITradersPage({ onTraderSelect }: AITradersPageProps) {
exchange_id: exchangeId,
initial_balance: initialBalance,
custom_prompt: customPrompt,
- override_base_prompt: overrideBase
+ override_base_prompt: overrideBase,
+ is_cross_margin: isCrossMargin
};
await api.createTrader(request);
@@ -663,7 +664,7 @@ function CreateTraderModal({
}: {
enabledModels: AIModel[];
enabledExchanges: Exchange[];
- onCreate: (modelId: string, exchangeId: string, name: string, initialBalance: number, customPrompt?: string, overrideBase?: boolean) => void;
+ onCreate: (modelId: string, exchangeId: string, name: string, initialBalance: number, customPrompt?: string, overrideBase?: boolean, isCrossMargin?: boolean) => void;
onClose: () => void;
language: any;
}) {
@@ -679,12 +680,13 @@ function CreateTraderModal({
const [customPrompt, setCustomPrompt] = useState('');
const [showAdvanced, setShowAdvanced] = useState(false);
const [overrideBase, setOverrideBase] = useState(false);
+ const [isCrossMargin, setIsCrossMargin] = useState(true); // 默认为全仓模式
const handleSubmit = (e: React.FormEvent) => {
e.preventDefault();
if (!selectedModel || !selectedExchange || !traderName.trim()) return;
- onCreate(selectedModel, selectedExchange, traderName.trim(), initialBalance, customPrompt.trim() || undefined, overrideBase);
+ onCreate(selectedModel, selectedExchange, traderName.trim(), initialBalance, customPrompt.trim() || undefined, overrideBase, isCrossMargin);
};
return (
@@ -763,6 +765,44 @@ function CreateTraderModal({
required
/>
+
+ {/* Margin Mode Selection */}
+
+
+
+
+
+
+
+ {isCrossMargin
+ ? '全仓模式：所有仓位共享账户余额作为保证金'
+ : '逐仓模式：每个仓位独立管理保证金，风险隔离'}
+
+
diff --git a/web/src/types.ts b/web/src/types.ts
index 7a387fa9..6e5f1131 100644
--- a/web/src/types.ts
+++ b/web/src/types.ts
@@ -125,6 +125,7 @@ export interface CreateTraderRequest {
initial_balance: number;
custom_prompt?: string;
override_base_prompt?: boolean;
+ is_cross_margin?: boolean;
}
export interface UpdateModelConfigRequest {