diff --git a/agent/agent.go b/agent/agent.go
index 67d91b8f..80a0f8d5 100644
--- a/agent/agent.go
+++ b/agent/agent.go
@@ -18,10 +18,13 @@ import (
 	"sync"
 	"time"
 
+	gethcrypto "github.com/ethereum/go-ethereum/crypto"
+
 	"nofx/manager"
 	"nofx/market"
 	"nofx/mcp"
 	"nofx/store"
+	"nofx/wallet"
 )
 
 type Agent struct {
@@ -51,6 +54,11 @@ type Config struct {
 	BriefTimes          []int    `json:"brief_times"`
 }
 
+var (
+	agentWalletAddressFromPrivateKey = walletAddressFromPrivateKey
+	agentQueryUSDCBalanceCached      = wallet.QueryUSDCBalanceCached
+)
+
 func DefaultConfig() *Config {
 	return &Config{
 		Language:            "zh",
@@ -128,7 +136,9 @@ func (a *Agent) loadAIClientFromStoreUser(storeUserID string) (mcp.AIClient, str
 			a.log().Warn("failed to list AI models for store user", "store_user_id", candidateUserID, "error", err)
 			continue
 		}
-		for _, model := range models {
+		candidates := rankAgentModelCandidates(models)
+		for _, candidate := range candidates {
+			model := candidate.model
 			if model == nil || !model.Enabled || !agentModelHasUsableAPIKey(model) {
 				continue
 			}
@@ -142,6 +152,8 @@ func (a *Agent) loadAIClientFromStoreUser(storeUserID string) (mcp.AIClient, str
 				"has_api_key", len(model.APIKey) > 0,
 				"custom_api_url", strings.TrimSpace(model.CustomAPIURL),
 				"custom_model_name", strings.TrimSpace(model.CustomModelName),
+				"prefer_model_with_balance", candidate.preferModelWithBalance,
+				"wallet_balance_usdc", candidate.balanceUSDC,
 			)
 
 			apiKey := strings.TrimSpace(string(model.APIKey))
@@ -172,6 +184,88 @@ func (a *Agent) loadAIClientFromStoreUser(storeUserID string) (mcp.AIClient, str
 	return nil, "", false
 }
 
+type agentModelCandidate struct {
+	model                  *store.AIModel
+	preferModelWithBalance bool
+	balanceUSDC            float64
+}
+
+func rankAgentModelCandidates(models []*store.AIModel) []agentModelCandidate {
+	candidates := make([]agentModelCandidate, 0, len(models))
+	for _, model := range models {
+		if model == nil {
+			continue
+		}
+		candidate := agentModelCandidate{model: model}
+		if balance, ok := agentModelUSDCBalance(model); ok && balance > 0 {
+			candidate.preferModelWithBalance = true
+			candidate.balanceUSDC = balance
+		}
+		candidates = append(candidates, candidate)
+	}
+
+	sort.SliceStable(candidates, func(i, j int) bool {
+		left := candidates[i]
+		right := candidates[j]
+		if left.preferModelWithBalance != right.preferModelWithBalance {
+			return left.preferModelWithBalance
+		}
+		if left.balanceUSDC != right.balanceUSDC {
+			return left.balanceUSDC > right.balanceUSDC
+		}
+		leftUpdatedAt := time.Time{}
+		rightUpdatedAt := time.Time{}
+		if left.model != nil {
+			leftUpdatedAt = left.model.UpdatedAt
+		}
+		if right.model != nil {
+			rightUpdatedAt = right.model.UpdatedAt
+		}
+		if !leftUpdatedAt.Equal(rightUpdatedAt) {
+			return leftUpdatedAt.After(rightUpdatedAt)
+		}
+		leftID := ""
+		rightID := ""
+		if left.model != nil {
+			leftID = left.model.ID
+		}
+		if right.model != nil {
+			rightID = right.model.ID
+		}
+		return leftID < rightID
+	})
+
+	return candidates
+}
+
+func agentModelUSDCBalance(model *store.AIModel) (float64, bool) {
+	if model == nil || !agentProviderSupportsUSDCBalance(model.Provider) {
+		return 0, false
+	}
+	privateKey := strings.TrimSpace(string(model.APIKey))
+	if privateKey == "" {
+		return 0, false
+	}
+	walletAddress, err := agentWalletAddressFromPrivateKey(privateKey)
+	if err != nil || strings.TrimSpace(walletAddress) == "" {
+		return 0, false
+	}
+	balance, err := agentQueryUSDCBalanceCached(walletAddress)
+	if err != nil || balance <= 0 {
+		return 0, false
+	}
+	return balance, true
+}
+
+func agentProviderSupportsUSDCBalance(provider string) bool {
+	switch strings.ToLower(strings.TrimSpace(provider)) {
+	case "claw402", "blockrun-base":
+		return true
+	default:
+		return false
+	}
+}
+
 func agentModelHasUsableAPIKey(model *store.AIModel) bool {
 	if model == nil {
 		return false
@@ -193,6 +287,23 @@ func agentModelHasUsableAPIKey(model *store.AIModel) bool {
 	return envKey != "" && strings.TrimSpace(os.Getenv(envKey)) != ""
 }
 
+func walletAddressFromPrivateKey(privateKey string) (string, error) {
+	key := strings.TrimSpace(privateKey)
+	if !strings.HasPrefix(key, "0x") {
+		return "", fmt.Errorf("private key must start with 0x")
+	}
+	if len(key) != 66 {
+		return "", fmt.Errorf("private key must be 66 characters")
+	}
+
+	privateKeyObj, err := gethcrypto.HexToECDSA(strings.TrimPrefix(key, "0x"))
+	if err != nil {
+		return "", err
+	}
+
+	return gethcrypto.PubkeyToAddress(privateKeyObj.PublicKey).Hex(), nil
+}
+
 func resolveModelRuntimeConfig(provider, customAPIURL, customModelName, fallbackModelID string) (string, string) {
 	provider = strings.ToLower(strings.TrimSpace(provider))
 	customAPIURL = strings.TrimSpace(customAPIURL)
@@ -746,9 +857,28 @@ func (a *Agent) aiServiceFailure(lang string, err error) (string, error) {
 	}
 	a.logger.Error("AI service call failed", "error", reason)
 	if lang == "zh" {
-		return fmt.Sprintf("当前 AI 服务调用失败：%s\n\n这不是“未配置模型”。更可能是模型服务余额不足、接口报错或超时。请检查当前启用模型的 API 状态后再试。", reason), nil
+		return fmt.Sprintf("当前 AI 服务调用失败：%s\n\n%s", reason, aiServiceFailureGuidance("zh", reason)), nil
 	}
-	return fmt.Sprintf("The AI service call failed: %s\n\nThis is not a missing-model issue. The active model provider likely returned an error, timed out, or has insufficient balance. Please check the active model API and try again.", reason), nil
+	return fmt.Sprintf("The AI service call failed: %s\n\n%s", reason, aiServiceFailureGuidance(lang, reason)), nil
+}
+
+func aiServiceFailureGuidance(lang, reason string) string {
+	lower := strings.ToLower(strings.TrimSpace(reason))
+	looksLikeHTMLGateway := strings.Contains(lower, "invalid character '<'") ||
+		strings.Contains(lower, "unexpected character '<'") ||
+		strings.Contains(lower, "<html") ||
+		strings.Contains(lower, "<!doctype html")
+
+	if lang == "zh" {
+		if looksLikeHTMLGateway {
+			return "这不是“未配置模型”。这次更像是上游返回了 HTML 页面或网关/反代错误页，而不是标准 JSON 响应。更可能原因是模型服务地址配错、网关拦截、支付/鉴权页返回、或上游服务临时异常。请优先检查当前启用模型的 custom_api_url、反向代理/网关状态，以及对应 provider 的服务状态。"
+		}
+		return "这不是“未配置模型”。更可能是模型服务余额不足、接口报错、鉴权失败或超时。请检查当前启用模型的 API 状态后再试。"
+	}
+	if looksLikeHTMLGateway {
+		return "This is not a missing-model issue. It looks more like the upstream returned an HTML page or gateway/proxy error page instead of the expected JSON response. The likely causes are a wrong model endpoint URL, gateway interception, a payment/auth page being returned, or a temporary upstream outage. Check the active model's custom_api_url, proxy/gateway status, and the provider service health first."
+	}
+	return "This is not a missing-model issue. The active model provider more likely returned an API error, authentication failure, timeout, or insufficient-balance response. Please check the active model API and try again."
 }
 
 func (a *Agent) queryPositionsDirect(L string) (string, error) {
diff --git a/agent/agent_model_selection_test.go b/agent/agent_model_selection_test.go
new file mode 100644
index 00000000..dd908c4e
--- /dev/null
+++ b/agent/agent_model_selection_test.go
@@ -0,0 +1,53 @@
+package agent
+
+import (
+	"log/slog"
+	"path/filepath"
+	"testing"
+
+	"nofx/store"
+)
+
+func TestLoadAIClientFromStoreUserPrefersModelWithBalance(t *testing.T) {
+	dbPath := filepath.Join(t.TempDir(), "agent-model-selection.db")
+	st, err := store.New(dbPath)
+	if err != nil {
+		t.Fatalf("create store: %v", err)
+	}
+
+	if err := st.AIModel().UpdateWithName("default", "default_openai", "OpenAI", true, "sk-test", "", "gpt-5.2"); err != nil {
+		t.Fatalf("create openai model: %v", err)
+	}
+	if err := st.AIModel().UpdateWithName("default", "wallet_claw402", "Claw402", true, "0x205d759b80bae1afa31a36c4afaeec0b10378c1c55e3363bcde5a1db75c747ca", "", "glm-5"); err != nil {
+		t.Fatalf("create claw402 model: %v", err)
+	}
+
+	restoreWalletAddress := agentWalletAddressFromPrivateKey
+	restoreBalanceQuery := agentQueryUSDCBalanceCached
+	t.Cleanup(func() {
+		agentWalletAddressFromPrivateKey = restoreWalletAddress
+		agentQueryUSDCBalanceCached = restoreBalanceQuery
+	})
+
+	agentWalletAddressFromPrivateKey = func(privateKey string) (string, error) {
+		if privateKey == "0x205d759b80bae1afa31a36c4afaeec0b10378c1c55e3363bcde5a1db75c747ca" {
+			return "0xabc", nil
+		}
+		return "", nil
+	}
+	agentQueryUSDCBalanceCached = func(address string) (float64, error) {
+		if address == "0xabc" {
+			return 12.5, nil
+		}
+		return 0, nil
+	}
+
+	a := New(nil, st, DefaultConfig(), slog.Default())
+	_, modelName, ok := a.loadAIClientFromStoreUser("default")
+	if !ok {
+		t.Fatalf("expected model selection to succeed")
+	}
+	if modelName != "glm-5" {
+		t.Fatalf("expected model with wallet balance to be selected, got %q", modelName)
+	}
+}
diff --git a/agent/ai_service_failure_test.go b/agent/ai_service_failure_test.go
new file mode 100644
index 00000000..987a08d3
--- /dev/null
+++ b/agent/ai_service_failure_test.go
@@ -0,0 +1,31 @@
+package agent
+
+import (
+	"errors"
+	"log/slog"
+	"strings"
+	"testing"
+)
+
+func TestAIServiceFailureHighlightsHTMLGatewayResponse(t *testing.T) {
+	a := New(nil, nil, DefaultConfig(), slog.Default())
+
+	msg, err := a.aiServiceFailure("zh", errors.New("fail to parse AI server response: failed to parse response: invalid character '<' looking for beginning of value"))
+	if err != nil {
+		t.Fatalf("aiServiceFailure returned error: %v", err)
+	}
+
+	for _, want := range []string{
+		"当前 AI 服务调用失败",
+		"上游返回了 HTML 页面或网关/反代错误页",
+		"custom_api_url",
+		"不是“未配置模型”",
+	} {
+		if !strings.Contains(msg, want) {
+			t.Fatalf("expected message to contain %q, got: %s", want, msg)
+		}
+	}
+	if strings.Contains(msg, "更可能是模型服务余额不足、接口报错或超时") {
+		t.Fatalf("html parse error should not use the generic balance/timeout-only guidance: %s", msg)
+	}
+}
diff --git a/agent/config_validation.go b/agent/config_validation.go
index 05ae3f63..6c38481c 100644
--- a/agent/config_validation.go
+++ b/agent/config_validation.go
@@ -368,21 +368,6 @@ func normalizeTraderArgsToManualLimits(lang string, args traderUpdateArgs) (trad
 			}
 		}
 	}
-	if args.InitialBalance != nil {
-		requested := *args.InitialBalance
-		normalized := requested
-		if normalized < manualTraderInitialBalance {
-			normalized = manualTraderInitialBalance
-		}
-		if normalized != requested {
-			args.InitialBalance = &normalized
-			if lang == "zh" {
-				warnings = append(warnings, fmt.Sprintf("初始资金手动面板最低是 %.2f，已从 %.2f 调整为 %.2f", manualTraderInitialBalance, requested, normalized))
-			} else {
-				warnings = append(warnings, fmt.Sprintf("initial balance has a manual minimum of %.2f, adjusted from %.2f to %.2f", manualTraderInitialBalance, requested, normalized))
-			}
-		}
-	}
 	return args, warnings
 }
 
@@ -410,6 +395,30 @@ func formatRiskControlAcceptancePrompt(lang string, warnings []string, confirmLa
 	return strings.Join(lines, "\n")
 }
 
+func formatRiskControlRefusalPrompt(lang string, warnings []string, confirmLabel string) string {
+	if len(warnings) == 0 {
+		return ""
+	}
+	if lang == "zh" {
+		lines := []string{
+			"这些配置超出了手动面板允许的范围，本次不会按你给的原值直接保存：",
+		}
+		for _, warning := range warnings {
+			lines = append(lines, "- "+warning)
+		}
+		lines = append(lines, fmt.Sprintf("如果接受当前安全范围，回复“%s”；也可以继续告诉我你想怎么改。", confirmLabel))
+		return strings.Join(lines, "\n")
+	}
+	lines := []string{
+		"Some values were outside the manual editor limits, so I did not save the original request as-is:",
+	}
+	for _, warning := range warnings {
+		lines = append(lines, "- "+warning)
+	}
+	lines = append(lines, fmt.Sprintf("Reply %q to accept these safe values, or keep refining the draft.", confirmLabel))
+	return strings.Join(lines, "\n")
+}
+
 func marshalStringList(values []string) string {
 	if len(values) == 0 {
 		return ""
diff --git a/agent/config_visibility_test.go b/agent/config_visibility_test.go
index b82c0a78..a39f2628 100644
--- a/agent/config_visibility_test.go
+++ b/agent/config_visibility_test.go
@@ -1,6 +1,7 @@
 package agent
 
 import (
+	"encoding/json"
 	"log/slog"
 	"path/filepath"
 	"strings"
@@ -23,6 +24,69 @@ func TestToolManageModelConfigCreateRequiresCredential(t *testing.T) {
 	}
 }
 
+func TestToolManageModelConfigCreateDefaultsToEnabledLikeManualPage(t *testing.T) {
+	dbPath := filepath.Join(t.TempDir(), "model-create-enabled.db")
+	st, err := store.New(dbPath)
+	if err != nil {
+		t.Fatalf("create store: %v", err)
+	}
+	a := New(nil, st, DefaultConfig(), slog.Default())
+
+	resp := a.toolManageModelConfig("default", `{"action":"create","provider":"qwen","name":"qwen","api_key":"sk-test-qwen-123456","custom_model_name":"qwen3-max"}`)
+	if strings.Contains(resp, `"error"`) {
+		t.Fatalf("expected create to succeed, got: %s", resp)
+	}
+
+	model, err := st.AIModel().Get("default", "default_qwen")
+	if err != nil {
+		t.Fatalf("load created model: %v", err)
+	}
+	if !model.Enabled {
+		t.Fatalf("expected agent-created model to default to enabled so it matches manual creation")
+	}
+}
+
+func TestToolManageModelConfigCreateReusesExistingProviderRecord(t *testing.T) {
+	dbPath := filepath.Join(t.TempDir(), "model-create-upsert.db")
+	st, err := store.New(dbPath)
+	if err != nil {
+		t.Fatalf("create store: %v", err)
+	}
+	a := New(nil, st, DefaultConfig(), slog.Default())
+
+	if err := st.AIModel().UpdateWithName("default", "default_qwen", "qwen1", false, "sk-old-qwen-123456", "", "qwen3-max"); err != nil {
+		t.Fatalf("seed existing qwen model: %v", err)
+	}
+
+	resp := a.toolManageModelConfig("default", `{"action":"create","provider":"qwen","name":"Qwen","api_key":"sk-new-qwen-123456","custom_model_name":"qwen3-max"}`)
+	if strings.Contains(resp, `"error"`) {
+		t.Fatalf("expected create to reuse existing qwen config instead of failing, got: %s", resp)
+	}
+
+	models, err := st.AIModel().List("default")
+	if err != nil {
+		t.Fatalf("list models: %v", err)
+	}
+	qwenCount := 0
+	for _, model := range models {
+		if model != nil && model.Provider == "qwen" {
+			qwenCount++
+			if model.ID != "default_qwen" {
+				t.Fatalf("expected existing qwen record to be reused, got model id %q", model.ID)
+			}
+			if model.Name != "Qwen" {
+				t.Fatalf("expected reused qwen record to be renamed, got %q", model.Name)
+			}
+			if !model.Enabled {
+				t.Fatalf("expected reused qwen record to be enabled after agent create")
+			}
+		}
+	}
+	if qwenCount != 1 {
+		t.Fatalf("expected exactly one qwen record after reuse, got %d", qwenCount)
+	}
+}
+
 func TestToolGetModelConfigsHidesIncompleteRows(t *testing.T) {
 	dbPath := filepath.Join(t.TempDir(), "visibility-list.db")
 	st, err := store.New(dbPath)
@@ -47,6 +111,50 @@ func TestToolGetModelConfigsHidesIncompleteRows(t *testing.T) {
 	}
 }
 
+func TestToolManageStrategyUpdateRejectsOutOfRangeLeverageBeforeSave(t *testing.T) {
+	dbPath := filepath.Join(t.TempDir(), "strategy-risk-guard.db")
+	st, err := store.New(dbPath)
+	if err != nil {
+		t.Fatalf("create store: %v", err)
+	}
+	a := New(nil, st, DefaultConfig(), slog.Default())
+
+	cfg := store.GetDefaultStrategyConfig("zh")
+	rawCfg, err := json.Marshal(cfg)
+	if err != nil {
+		t.Fatalf("marshal strategy config: %v", err)
+	}
+	strategy := &store.Strategy{
+		ID:            "strategy-risk-guard",
+		UserID:        "default",
+		Name:          "AI500稳重策略",
+		Description:   "test",
+		IsPublic:      false,
+		ConfigVisible: true,
+		Config:        string(rawCfg),
+	}
+	if err := st.Strategy().Create(strategy); err != nil {
+		t.Fatalf("create strategy: %v", err)
+	}
+
+	resp := a.toolManageStrategy("default", `{"action":"update","strategy_id":"strategy-risk-guard","config":{"risk_control":{"btc_eth_max_leverage":100,"altcoin_max_leverage":100}}}`)
+	if !strings.Contains(resp, `不会按你给的原值直接保存`) {
+		t.Fatalf("expected out-of-range leverage update to be rejected before save, got: %s", resp)
+	}
+
+	updated, err := st.Strategy().Get("default", strategy.ID)
+	if err != nil {
+		t.Fatalf("reload strategy: %v", err)
+	}
+	parsed, err := updated.ParseConfig()
+	if err != nil {
+		t.Fatalf("parse updated strategy config: %v", err)
+	}
+	if parsed.RiskControl.BTCETHMaxLeverage != 5 || parsed.RiskControl.AltcoinMaxLeverage != 5 {
+		t.Fatalf("expected stored leverage to remain unchanged at safe defaults, got btc_eth=%d alt=%d", parsed.RiskControl.BTCETHMaxLeverage, parsed.RiskControl.AltcoinMaxLeverage)
+	}
+}
+
 func TestExchangeSkillOptionSummaryMatchesManualPage(t *testing.T) {
 	dbPath := filepath.Join(t.TempDir(), "exchange-options.db")
 	st, err := store.New(dbPath)
@@ -123,3 +231,174 @@ func TestSkillVisibleFieldSummaryForExchangeUsesReadableNames(t *testing.T) {
 		t.Fatalf("field summary should use readable labels instead of raw keys: %s", summary)
 	}
 }
+
+func TestSkillVisibleFieldSummaryForStrategyCoversManualPageFields(t *testing.T) {
+	dbPath := filepath.Join(t.TempDir(), "strategy-field-summary.db")
+	st, err := store.New(dbPath)
+	if err != nil {
+		t.Fatalf("create store: %v", err)
+	}
+	a := New(nil, st, DefaultConfig(), slog.Default())
+
+	summary := a.skillVisibleFieldSummary("default", "zh", "strategy_management", "update_config")
+	for _, expected := range []string{"发布到市场", "配置可见", "交易对", "杠杆", "主周期", "多周期时间框架", "NofxOS API key", "角色定义", "自定义 Prompt"} {
+		if !strings.Contains(summary, expected) {
+			t.Fatalf("expected field label %q in summary, got: %s", expected, summary)
+		}
+	}
+}
+
+func TestSkillVisibleFieldSummaryForTraderExcludesManualBalanceEditing(t *testing.T) {
+	dbPath := filepath.Join(t.TempDir(), "trader-field-summary.db")
+	st, err := store.New(dbPath)
+	if err != nil {
+		t.Fatalf("create store: %v", err)
+	}
+	a := New(nil, st, DefaultConfig(), slog.Default())
+
+	summary := a.skillVisibleFieldSummary("default", "zh", "trader_management", "update")
+	for _, expected := range []string{"名称", "交易所", "模型", "策略", "扫描间隔"} {
+		if !strings.Contains(summary, expected) {
+			t.Fatalf("expected trader field label %q in summary, got: %s", expected, summary)
+		}
+	}
+	if strings.Contains(summary, "初始资金") || strings.Contains(summary, "初始余额") {
+		t.Fatalf("trader field summary should not expose manual balance editing: %s", summary)
+	}
+}
+
+func TestToolCreateTraderAutoReadsInitialBalanceFromExchange(t *testing.T) {
+	dbPath := filepath.Join(t.TempDir(), "trader-auto-balance.db")
+	st, err := store.New(dbPath)
+	if err != nil {
+		t.Fatalf("create store: %v", err)
+	}
+	a := New(nil, st, DefaultConfig(), slog.Default())
+
+	if err := st.AIModel().UpdateWithName("default", "default_deepseek", "DeepSeek", true, "sk-test-12345", "", "deepseek-chat"); err != nil {
+		t.Fatalf("seed model: %v", err)
+	}
+	exchangeID, err := st.Exchange().Create("default", "binance", "Main", true, "api-test", "secret-test", "", false, "", false, "", "", "", "", "", "", 0)
+	if err != nil {
+		t.Fatalf("seed exchange: %v", err)
+	}
+	cfg := store.GetDefaultStrategyConfig("zh")
+	rawCfg, err := json.Marshal(cfg)
+	if err != nil {
+		t.Fatalf("marshal strategy config: %v", err)
+	}
+	if err := st.Strategy().Create(&store.Strategy{
+		ID:            "strategy-auto-balance",
+		UserID:        "default",
+		Name:          "Auto Balance Strategy",
+		Description:   "test",
+		IsPublic:      false,
+		ConfigVisible: true,
+		Config:        string(rawCfg),
+	}); err != nil {
+		t.Fatalf("seed strategy: %v", err)
+	}
+
+	originalFetcher := traderInitialBalanceFetcher
+	traderInitialBalanceFetcher = func(exchangeCfg *store.Exchange, userID string) (float64, bool, error) {
+		if exchangeCfg == nil || exchangeCfg.ID != exchangeID {
+			t.Fatalf("unexpected exchange config passed to balance fetcher: %#v", exchangeCfg)
+		}
+		if userID != "default" {
+			t.Fatalf("unexpected user id %q", userID)
+		}
+		return 4321.25, true, nil
+	}
+	defer func() {
+		traderInitialBalanceFetcher = originalFetcher
+	}()
+
+	resp := a.toolManageTrader("default", `{"action":"create","name":"奶茶","ai_model_id":"default_deepseek","exchange_id":"`+exchangeID+`","strategy_id":"strategy-auto-balance","initial_balance":999}`)
+	if strings.Contains(resp, `"error"`) {
+		t.Fatalf("expected trader create to succeed, got: %s", resp)
+	}
+
+	traders, err := st.Trader().List("default")
+	if err != nil {
+		t.Fatalf("list traders: %v", err)
+	}
+	if len(traders) != 1 {
+		t.Fatalf("expected one trader, got %d", len(traders))
+	}
+	if traders[0].InitialBalance != 4321.25 {
+		t.Fatalf("expected initial balance to be auto-read from exchange, got %.2f", traders[0].InitialBalance)
+	}
+}
+
+func TestDescribeStrategyIncludesManualPageSections(t *testing.T) {
+	dbPath := filepath.Join(t.TempDir(), "strategy-detail.db")
+	st, err := store.New(dbPath)
+	if err != nil {
+		t.Fatalf("create store: %v", err)
+	}
+	a := New(nil, st, DefaultConfig(), slog.Default())
+
+	cfg := store.GetDefaultStrategyConfig("zh")
+	cfg.StrategyType = "grid_trading"
+	cfg.GridConfig = &store.GridStrategyConfig{
+		Symbol:                "BTCUSDT",
+		GridCount:             12,
+		TotalInvestment:       1500,
+		Leverage:              4,
+		UpperPrice:            120000,
+		LowerPrice:            90000,
+		UseATRBounds:          false,
+		ATRMultiplier:         2,
+		Distribution:          "gaussian",
+		MaxDrawdownPct:        15,
+		StopLossPct:           5,
+		DailyLossLimitPct:     10,
+		UseMakerOnly:          true,
+		EnableDirectionAdjust: true,
+		DirectionBiasRatio:    0.7,
+	}
+	cfg.CoinSource.SourceType = "mixed"
+	cfg.CoinSource.StaticCoins = []string{"BTCUSDT", "ETHUSDT"}
+	cfg.CoinSource.ExcludedCoins = []string{"DOGEUSDT"}
+	cfg.Indicators.EnableOIRanking = true
+	cfg.Indicators.EnableNetFlowRanking = true
+	cfg.Indicators.EnablePriceRanking = true
+	rawCfg, err := json.Marshal(cfg)
+	if err != nil {
+		t.Fatalf("marshal strategy config: %v", err)
+	}
+
+	strategy := &store.Strategy{
+		ID:            "strategy-detail-1",
+		UserID:        "default",
+		Name:          "Grid Alpha",
+		Description:   "grid strategy for regression",
+		IsPublic:      true,
+		ConfigVisible: true,
+		Config:        string(rawCfg),
+	}
+	if err := st.Strategy().Create(strategy); err != nil {
+		t.Fatalf("create strategy: %v", err)
+	}
+	strategy.ConfigVisible = false
+	if err := st.Strategy().Update(strategy); err != nil {
+		t.Fatalf("update strategy visibility: %v", err)
+	}
+
+	detail, ok := a.describeStrategy("default", "zh", &EntityReference{ID: strategy.ID})
+	if !ok {
+		t.Fatal("expected describeStrategy to resolve seeded strategy")
+	}
+	for _, expected := range []string{
+		"策略“Grid Alpha”概览",
+		"发布设置：已发布到市场；配置隐藏",
+		"网格参数：交易对 BTCUSDT；网格 12；总投资 1500.00；杠杆 4；分布 gaussian",
+		"网格边界：上沿 120000.0000，下沿 90000.0000",
+		"标的来源：mixed | AI500=3 | static=BTCUSDT,ETHUSDT | excluded=DOGEUSDT",
+		"NofxOS 数据：API Key=true，量化数据=true，OI 排行=true，净流入排行=true，价格排行=true",
+	} {
+		if !strings.Contains(detail, expected) {
+			t.Fatalf("expected strategy detail to contain %q, got: %s", expected, detail)
+		}
+	}
+}
diff --git a/agent/entity_field_catalog.go b/agent/entity_field_catalog.go
index aa12d8fa..4c95d0e0 100644
--- a/agent/entity_field_catalog.go
+++ b/agent/entity_field_catalog.go
@@ -13,7 +13,6 @@ var traderFieldCatalog = []entityFieldMeta{
 	{Key: "ai_model_id", Keywords: []string{"换模型", "切换模型", "模型"}, ValueType: "entity_ref", ManualEditable: true, AgentUpdatable: true},
 	{Key: "exchange_id", Keywords: []string{"换交易所", "切换交易所", "交易所"}, ValueType: "entity_ref", ManualEditable: true, AgentUpdatable: true},
 	{Key: "strategy_id", Keywords: []string{"换策略", "切换策略", "策略"}, ValueType: "entity_ref", ManualEditable: true, AgentUpdatable: true},
-	{Key: "initial_balance", Keywords: []string{"初始资金", "初始余额", "initial balance"}, ValueType: "float", ManualEditable: true, AgentUpdatable: true},
 	{Key: "scan_interval_minutes", Keywords: []string{"扫描间隔", "扫描频率", "scan interval", "scan frequency"}, ValueType: "int", ManualEditable: true, AgentUpdatable: true},
 	{Key: "is_cross_margin", Keywords: []string{"全仓", "cross margin", "is_cross_margin"}, ValueType: "flag", ManualEditable: true, AgentUpdatable: true},
 	{Key: "show_in_competition", Keywords: []string{"竞技场显示", "显示在竞技场", "show in competition", "competition"}, ValueType: "flag", ManualEditable: true, AgentUpdatable: true},
diff --git a/agent/llm_flow_extractor.go b/agent/llm_flow_extractor.go
index 33e44094..e58c2aa1 100644
--- a/agent/llm_flow_extractor.go
+++ b/agent/llm_flow_extractor.go
@@ -248,7 +248,6 @@ func allowedFieldSpecsForSkillSession(session skillSession, lang string) []llmFl
 		add(&out, "strategy_id", slotDisplayName("strategy", lang)+" ID", false)
 		add(&out, "strategy_name", slotDisplayName("strategy", lang), true)
 		add(&out, "auto_start", "auto_start", false)
-		add(&out, "initial_balance", displayCatalogFieldName("initial_balance", lang), false)
 		add(&out, "scan_interval_minutes", displayCatalogFieldName("scan_interval_minutes", lang), false)
 		add(&out, "is_cross_margin", displayCatalogFieldName("is_cross_margin", lang), false)
 		add(&out, "show_in_competition", displayCatalogFieldName("show_in_competition", lang), false)
@@ -258,19 +257,7 @@ func allowedFieldSpecsForSkillSession(session skillSession, lang string) []llmFl
 			add(&out, "config_value", strategyConfigFieldDisplayName("config_value", lang), false)
 		}
 		add(&out, "name", slotDisplayName("name", lang), true)
-		for _, key := range []string{
-			"source_type", "static_coins", "excluded_coins", "use_ai500", "ai500_limit",
-			"use_oi_top", "oi_top_limit", "use_oi_low", "oi_low_limit", "max_positions",
-			"min_risk_reward_ratio", "min_confidence", "leverage", "btceth_max_leverage",
-			"altcoin_max_leverage", "primary_timeframe", "primary_count", "selected_timeframes",
-			"ema_periods", "rsi_periods", "atr_periods", "boll_periods", "enable_ema",
-			"enable_macd", "enable_rsi", "enable_atr", "enable_boll", "enable_volume",
-			"enable_oi", "enable_funding_rate", "enable_all_core_indicators", "nofxos_api_key",
-			"enable_quant_data", "enable_quant_oi", "enable_quant_netflow", "enable_oi_ranking",
-			"oi_ranking_duration", "oi_ranking_limit", "enable_netflow_ranking", "netflow_ranking_duration",
-			"netflow_ranking_limit", "enable_price_ranking", "price_ranking_duration", "price_ranking_limit",
-			"role_definition", "trading_frequency", "entry_standards", "decision_process", "custom_prompt",
-		} {
+		for _, key := range manualStrategyEditableFieldKeys() {
 			add(&out, key, strategyConfigFieldDisplayName(key, lang), false)
 		}
 	}
@@ -501,7 +488,7 @@ func (a *Agent) applyLLMExtractionToSkillSession(storeUserID string, session *sk
 				setField(session, key, value)
 			case "name", "exchange_id", "exchange_name", "model_id", "ai_model_id", "model_name", "strategy_id", "strategy_name", "auto_start":
 				setField(session, key, value)
-			case "initial_balance", "scan_interval_minutes", "is_cross_margin", "show_in_competition":
+			case "scan_interval_minutes", "is_cross_margin", "show_in_competition":
 				setField(session, key, value)
 			}
 		case "strategy_management":
diff --git a/agent/market_snapshot_test.go b/agent/market_snapshot_test.go
new file mode 100644
index 00000000..9828b862
--- /dev/null
+++ b/agent/market_snapshot_test.go
@@ -0,0 +1,107 @@
+package agent
+
+import (
+	"encoding/json"
+	"io"
+	"net/http"
+	"strings"
+	"testing"
+)
+
+type roundTripFunc func(*http.Request) (*http.Response, error)
+
+func (f roundTripFunc) RoundTrip(req *http.Request) (*http.Response, error) {
+	return f(req)
+}
+
+func TestToolGetMarketSnapshotReturnsRealtimeAnalysisContext(t *testing.T) {
+	prevBaseURL := binanceFuturesAPIBaseURL
+	prevClient := marketDataHTTPClient
+	binanceFuturesAPIBaseURL = "https://example.test"
+	marketDataHTTPClient = &http.Client{
+		Transport: roundTripFunc(func(req *http.Request) (*http.Response, error) {
+			body := ""
+			switch {
+			case strings.HasPrefix(req.URL.Path, "/fapi/v1/ticker/24hr"):
+				body = `{"symbol":"BTCUSDT","lastPrice":"65000","priceChange":"1200","priceChangePercent":"1.88","highPrice":"66000","lowPrice":"63800","volume":"12345","quoteVolume":"800000000","count":98765}`
+			case strings.HasPrefix(req.URL.Path, "/fapi/v1/premiumIndex"):
+				body = `{"symbol":"BTCUSDT","markPrice":"65010","indexPrice":"64990","lastFundingRate":"0.00010000","nextFundingTime":1710000000000}`
+			case strings.HasPrefix(req.URL.Path, "/fapi/v1/openInterest"):
+				body = `{"symbol":"BTCUSDT","openInterest":"45678.9","time":1710000000000}`
+			case strings.HasPrefix(req.URL.Path, "/fapi/v1/klines"):
+				body = `[[1710000000000,"64000","65100","63900","64500","100",1710000899999],[1710000900000,"64500","65500","64400","65000","120",1710001799999]]`
+			default:
+				body = `{"error":"not found"}`
+			}
+			return &http.Response{
+				StatusCode: http.StatusOK,
+				Header:     make(http.Header),
+				Body:       io.NopCloser(strings.NewReader(body)),
+			}, nil
+		}),
+	}
+	defer func() {
+		binanceFuturesAPIBaseURL = prevBaseURL
+		marketDataHTTPClient = prevClient
+	}()
+
+	a := New(nil, nil, DefaultConfig(), nil)
+	raw := a.toolGetMarketSnapshot(`{"symbol":"BTC","interval":"15m","limit":2}`)
+
+	var resp struct {
+		Symbol    string  `json:"symbol"`
+		Price     float64 `json:"price"`
+		Ticker24h struct {
+			PriceChangePercent float64 `json:"price_change_percent"`
+		} `json:"ticker_24h"`
+		PerpMetrics struct {
+			FundingRate  float64 `json:"funding_rate"`
+			OpenInterest float64 `json:"open_interest"`
+		} `json:"perp_metrics"`
+		KlineSnapshot struct {
+			Interval            string           `json:"interval"`
+			Limit               int              `json:"limit"`
+			PeriodChangePercent float64          `json:"period_change_percent"`
+			RecentKlines        []map[string]any `json:"recent_klines"`
+		} `json:"kline_snapshot"`
+		Error string `json:"error"`
+	}
+	if err := json.Unmarshal([]byte(raw), &resp); err != nil {
+		t.Fatalf("failed to parse tool response: %v\nraw=%s", err, raw)
+	}
+	if resp.Error != "" {
+		t.Fatalf("unexpected tool error: %s", resp.Error)
+	}
+	if resp.Symbol != "BTCUSDT" {
+		t.Fatalf("expected normalized symbol BTCUSDT, got %s", resp.Symbol)
+	}
+	if resp.Price != 65000 {
+		t.Fatalf("expected price 65000, got %v", resp.Price)
+	}
+	if resp.Ticker24h.PriceChangePercent != 1.88 {
+		t.Fatalf("expected 24h change 1.88, got %v", resp.Ticker24h.PriceChangePercent)
+	}
+	if resp.PerpMetrics.FundingRate != 0.0001 {
+		t.Fatalf("expected funding rate 0.0001, got %v", resp.PerpMetrics.FundingRate)
+	}
+	if resp.PerpMetrics.OpenInterest != 45678.9 {
+		t.Fatalf("expected open interest 45678.9, got %v", resp.PerpMetrics.OpenInterest)
+	}
+	if resp.KlineSnapshot.Interval != "15m" || resp.KlineSnapshot.Limit != 2 {
+		t.Fatalf("unexpected kline snapshot metadata: %+v", resp.KlineSnapshot)
+	}
+	if len(resp.KlineSnapshot.RecentKlines) != 2 {
+		t.Fatalf("expected 2 klines, got %d", len(resp.KlineSnapshot.RecentKlines))
+	}
+	if resp.KlineSnapshot.PeriodChangePercent <= 0 {
+		t.Fatalf("expected positive period change, got %v", resp.KlineSnapshot.PeriodChangePercent)
+	}
+}
+
+func TestToolGetMarketSnapshotRejectsStockSymbols(t *testing.T) {
+	a := New(nil, nil, DefaultConfig(), nil)
+	raw := a.toolGetMarketSnapshot(`{"symbol":"AAPL"}`)
+	if !strings.Contains(raw, "currently supports crypto symbols only") {
+		t.Fatalf("expected stock rejection, got: %s", raw)
+	}
+}
diff --git a/agent/model_create_flow_test.go b/agent/model_create_flow_test.go
index 1304f229..23e3285b 100644
--- a/agent/model_create_flow_test.go
+++ b/agent/model_create_flow_test.go
@@ -43,3 +43,32 @@ func TestHandleModelCreateSkillAsksProviderFirstWithClaw402Recommendation(t *tes
 		}
 	}
 }
+
+func TestHandleModelCreateSkillAcceptsBareClaw402PrivateKey(t *testing.T) {
+	dbPath := filepath.Join(t.TempDir(), "agent-model-create-claw402.db")
+	st, err := store.New(dbPath)
+	if err != nil {
+		t.Fatalf("create store: %v", err)
+	}
+
+	a := New(nil, st, DefaultConfig(), slog.Default())
+	session := skillSession{
+		Name:   "model_management",
+		Action: "create",
+		Phase:  "collecting",
+		Fields: map[string]string{
+			"provider":       "claw402",
+			"name":           "Claw402 (Base USDC)",
+			"custom_model_name": "deepseek",
+		},
+	}
+
+	reply := a.handleModelCreateSkill("default", 42, "zh", "0x205d759b80bae1afa31a36c4afaeec0b10378c1c55e3363bcde5a1db75c747ca", session)
+
+	if strings.Contains(reply, "还缺这些字段：钱包私钥") {
+		t.Fatalf("expected bare private key to be accepted, got: %s", reply)
+	}
+	if !strings.Contains(reply, "我先整理了一份模型配置草稿") {
+		t.Fatalf("expected draft summary after accepting private key, got: %s", reply)
+	}
+}
diff --git a/agent/planner_runtime.go b/agent/planner_runtime.go
index c4fcc554..d117cb16 100644
--- a/agent/planner_runtime.go
+++ b/agent/planner_runtime.go
@@ -1114,7 +1114,7 @@ func traderCreateFieldsFromExecutionExtraction(result executionFlowExtractionRes
 			fields["strategy_id"] = value
 		case "strategy_name":
 			fields["strategy_name"] = value
-		case "auto_start", "initial_balance", "scan_interval_minutes", "is_cross_margin", "show_in_competition":
+		case "auto_start", "scan_interval_minutes", "is_cross_margin", "show_in_competition":
 			fields[key] = value
 		}
 	}
@@ -3766,6 +3766,7 @@ func (a *Agent) generateFinalPlanResponse(ctx context.Context, userID int64, lan
 		Messages: []mcp.Message{
 			mcp.NewSystemMessage(systemPrompt),
 			mcp.NewSystemMessage("You are responding after a completed execution plan. Use the observations as the source of truth. Be concise and actionable."),
+			mcp.NewSystemMessage(cleanUserFacingReplyInstruction),
 			mcp.NewUserMessage(fmt.Sprintf("Goal: %s\nResponse instruction: %s\nObservations JSON: %s\nPersistent preferences: %s\nTask state: %s", state.Goal, instruction, string(obsJSON), a.buildPersistentPreferencesContext(userID), buildTaskStateContext(a.getTaskState(userID)))),
 		},
 		Ctx: stageCtx,
diff --git a/agent/skill_domain_context.go b/agent/skill_domain_context.go
index dec0be4f..97ba9694 100644
--- a/agent/skill_domain_context.go
+++ b/agent/skill_domain_context.go
@@ -77,19 +77,24 @@ func buildSkillDomainPrimer(lang, skillName string) string {
 			slotDisplayName("model", lang),
 			slotDisplayName("strategy", lang),
 			displayCatalogFieldName("scan_interval_minutes", lang),
-			displayCatalogFieldName("initial_balance", lang),
 		}
 		if lang == "zh" {
 			return strings.Join([]string{
 				"### 交易员配置领域约束",
-				"- 交易员创建/修改围绕名称、绑定交易所、绑定模型、绑定策略和运行参数展开。",
+				"- 交易员是装配层，负责创建、换绑策略/交易所/模型，以及启动、停止、删除、查询。",
+				"- 编辑交易员时，默认只处理绑定关系；不要顺手改策略、模型、交易所内部配置。",
+				"- 交易员初始余额由系统在创建时自动读取绑定交易所账户净值，不接受手动设置、充值或人为改余额。",
+				"- 若用户要改策略参数、模型配置或交易所凭证，应切到对应 management skill。",
 				"- 创建交易员时最关键的是：名称、交易所、模型、策略。",
 				"- 关键字段：" + strings.Join(fields, "、"),
 			}, "\n")
 		}
 		return strings.Join([]string{
 			"### Trader Config Domain Guard",
-			"- Trader create/update revolves around the trader name, bound exchange, bound model, bound strategy, and runtime settings.",
+			"- Traders are the assembly layer: create, rebind strategy/exchange/model, and control lifecycle.",
+			"- When editing a trader, default to changing bindings only; do not silently edit the internals of the strategy, model, or exchange.",
+			"- Trader initial balance is auto-read from the bound exchange account equity at creation time; do not ask the user to set, top up, or manually edit trader balance.",
+			"- If the user wants to change strategy parameters, model config, or exchange credentials, switch to the corresponding management skill.",
 			"- The key create fields are name, exchange, model, and strategy.",
 			"- Key fields: " + strings.Join(fields, ", "),
 		}, "\n")
diff --git a/agent/skill_execution_handlers.go b/agent/skill_execution_handlers.go
index 94353484..066833a1 100644
--- a/agent/skill_execution_handlers.go
+++ b/agent/skill_execution_handlers.go
@@ -449,9 +449,6 @@ func applyTraderUpdateArgsToSession(session *skillSession, args traderUpdateArgs
 	if args.StrategyID != "" {
 		setField(session, "strategy_id", args.StrategyID)
 	}
-	if args.InitialBalance != nil {
-		setField(session, "initial_balance", strconv.FormatFloat(*args.InitialBalance, 'f', -1, 64))
-	}
 	if args.ScanIntervalMinutes != nil {
 		setField(session, "scan_interval_minutes", strconv.Itoa(*args.ScanIntervalMinutes))
 	}
@@ -492,11 +489,6 @@ func buildTraderUpdateArgsFromSession(session skillSession) traderUpdateArgs {
 	args.AIModelID = fieldValue(session, "ai_model_id")
 	args.ExchangeID = fieldValue(session, "exchange_id")
 	args.StrategyID = fieldValue(session, "strategy_id")
-	if value := fieldValue(session, "initial_balance"); value != "" {
-		if parsed, err := strconv.ParseFloat(value, 64); err == nil {
-			args.InitialBalance = &parsed
-		}
-	}
 	if value := fieldValue(session, "scan_interval_minutes"); value != "" {
 		if parsed, err := strconv.Atoi(value); err == nil {
 			args.ScanIntervalMinutes = &parsed
@@ -1834,7 +1826,7 @@ func (a *Agent) executeTraderManagementAction(storeUserID string, userID int64,
 						selectedField = detectCatalogField(text, traderFieldCatalog)
 					}
 				}
-				if selectedField == "name" || selectedField == "initial_balance" || selectedField == "scan_interval_minutes" || selectedField == "is_cross_margin" || selectedField == "show_in_competition" {
+				if selectedField == "name" || selectedField == "scan_interval_minutes" || selectedField == "is_cross_margin" || selectedField == "show_in_competition" {
 					selectedField = ""
 				}
 				if selectedField != "" {
@@ -2027,10 +2019,6 @@ func (a *Agent) executeTraderManagementAction(storeUserID string, userID int64,
 					parsedArgs.ExchangeID = value
 				case "strategy_id":
 					parsedArgs.StrategyID = value
-				case "initial_balance":
-					if parsed, err := strconv.ParseFloat(value, 64); err == nil {
-						parsedArgs.InitialBalance = &parsed
-					}
 				case "scan_interval_minutes":
 					if parsed, err := strconv.Atoi(value); err == nil {
 						parsedArgs.ScanIntervalMinutes = &parsed
@@ -2135,7 +2123,7 @@ func (a *Agent) executeTraderManagementAction(storeUserID string, userID int64,
 					}
 					return fmt.Sprintf("还差一步：请告诉我新的%s。", displayCatalogFieldName(selectedField, lang))
 				}
-				return "你可以直接告诉我想改哪一项，比如名称、扫描频率、初始资金、杠杆，或者绑定的模型、交易所、策略。"
+				return "你可以直接告诉我想改哪一项，比如名称，或者绑定的模型、交易所、策略。若你要改策略参数、模型配置或交易所凭证，我会切到对应配置流程。"
 			}
 			if selectedField != "" {
 				if selectedField == "ai_model_id" || selectedField == "exchange_id" || selectedField == "strategy_id" {
@@ -2143,7 +2131,7 @@ func (a *Agent) executeTraderManagementAction(storeUserID string, userID int64,
 				}
 				return fmt.Sprintf("One more thing: tell me the new %s.", displayCatalogFieldName(selectedField, lang))
 			}
-			return "Tell me what you want to change first, for example the name, scan interval, balance, leverage, or the linked model, exchange, or strategy."
+			return "Tell me what you want to change first, for example the name or the linked model, exchange, or strategy. If you want to edit the internals of a strategy, model, or exchange, I'll switch to the right config flow."
 		}
 		args := manageTraderArgs{Action: "update", TraderID: session.TargetRef.ID, Name: newName}
 		setSkillDAGStep(&session, "execute_update")
diff --git a/agent/skill_management_handlers.go b/agent/skill_management_handlers.go
index 8f261ab5..d1aa4786 100644
--- a/agent/skill_management_handlers.go
+++ b/agent/skill_management_handlers.go
@@ -736,10 +736,6 @@ func formatTraderCreateDraftSummary(lang string, session skillSession) string {
 	if args.ScanIntervalMinutes != nil && *args.ScanIntervalMinutes > 0 {
 		scanInterval = *args.ScanIntervalMinutes
 	}
-	initialBalance := 0.0
-	if args.InitialBalance != nil && *args.InitialBalance > 0 {
-		initialBalance = *args.InitialBalance
-	}
 	isCrossMargin := true
 	if args.IsCrossMargin != nil {
 		isCrossMargin = *args.IsCrossMargin
@@ -761,7 +757,7 @@ func formatTraderCreateDraftSummary(lang string, session skillSession) string {
 			fmt.Sprintf("- 模型：%s", traderCreateModelNameOrID(session)),
 			fmt.Sprintf("- 策略：%s", traderCreateStrategyNameOrID(session)),
 			fmt.Sprintf("- 扫描间隔：%d 分钟（未指定时默认 3）", scanInterval),
-			fmt.Sprintf("- 初始资金：%.2f（未指定时默认 0）", initialBalance),
+			"- 初始余额：创建时由系统自动读取绑定交易所账户净值",
 			fmt.Sprintf("- 全仓模式：%t（未指定时默认 true）", isCrossMargin),
 			fmt.Sprintf("- 竞技场显示：%t（未指定时默认 true）", showInCompetition),
 		}
@@ -792,7 +788,7 @@ func formatTraderCreateDraftSummary(lang string, session skillSession) string {
 		fmt.Sprintf("- Model: %s", traderCreateModelNameOrID(session)),
 		fmt.Sprintf("- Strategy: %s", traderCreateStrategyNameOrID(session)),
 		fmt.Sprintf("- Scan interval: %d minutes (defaults to 3)", scanInterval),
-		fmt.Sprintf("- Initial balance: %.2f (defaults to 0)", initialBalance),
+		"- Initial balance: auto-read from the bound exchange account equity at creation time",
 		fmt.Sprintf("- Cross margin: %t (defaults to true)", isCrossMargin),
 		fmt.Sprintf("- Show in competition: %t (defaults to true)", showInCompetition),
 	}
@@ -991,6 +987,9 @@ func formatStrategyDetailResponse(lang string, strategy *store.Strategy, cfg sto
 	if len(cfg.CoinSource.StaticCoins) > 0 {
 		sourceBits = append(sourceBits, "static="+strings.Join(cfg.CoinSource.StaticCoins, ","))
 	}
+	if len(cfg.CoinSource.ExcludedCoins) > 0 {
+		sourceBits = append(sourceBits, "excluded="+strings.Join(cfg.CoinSource.ExcludedCoins, ","))
+	}
 
 	timeframes := append([]string(nil), cfg.Indicators.Klines.SelectedTimeframes...)
 	if len(timeframes) == 0 {
@@ -1048,15 +1047,43 @@ func formatStrategyDetailResponse(lang string, strategy *store.Strategy, cfg sto
 		customPromptPreview = string(runes[:120]) + "..."
 	}
 
+	publishStatusZh := "未发布"
+	publishStatusEn := "private"
+	if strategy.IsPublic {
+		publishStatusZh = "已发布到市场"
+		publishStatusEn = "public"
+	}
+	configVisibleZh := "隐藏"
+	configVisibleEn := "hidden"
+	if strategy.ConfigVisible {
+		configVisibleZh = "可见"
+		configVisibleEn = "visible"
+	}
+
 	if lang == "zh" {
 		lines := []string{
 			fmt.Sprintf("策略“%s”概览：", name),
 			fmt.Sprintf("- 类型：%s", defaultIfEmpty(strings.TrimSpace(cfg.StrategyType), "ai_trading")),
 			fmt.Sprintf("- 语言：%s", defaultIfEmpty(strings.TrimSpace(cfg.Language), "zh")),
+			fmt.Sprintf("- 发布设置：%s；配置%s", publishStatusZh, configVisibleZh),
 		}
 		if strings.TrimSpace(strategy.Description) != "" {
 			lines = append(lines, fmt.Sprintf("- 描述：%s", strings.TrimSpace(strategy.Description)))
 		}
+		if cfg.GridConfig != nil {
+			lines = append(lines, fmt.Sprintf("- 网格参数：交易对 %s；网格 %d；总投资 %.2f；杠杆 %d；分布 %s",
+				defaultIfEmpty(strings.TrimSpace(cfg.GridConfig.Symbol), "未设置"),
+				cfg.GridConfig.GridCount,
+				cfg.GridConfig.TotalInvestment,
+				cfg.GridConfig.Leverage,
+				defaultIfEmpty(strings.TrimSpace(cfg.GridConfig.Distribution), "未设置"),
+			))
+			if cfg.GridConfig.UseATRBounds {
+				lines = append(lines, fmt.Sprintf("- 网格边界：ATR 自动边界，倍数 %.2f", cfg.GridConfig.ATRMultiplier))
+			} else if cfg.GridConfig.UpperPrice > 0 || cfg.GridConfig.LowerPrice > 0 {
+				lines = append(lines, fmt.Sprintf("- 网格边界：上沿 %.4f，下沿 %.4f", cfg.GridConfig.UpperPrice, cfg.GridConfig.LowerPrice))
+			}
+		}
 		if len(sourceBits) > 0 {
 			lines = append(lines, "- 标的来源："+strings.Join(sourceBits, " | "))
 		}
@@ -1065,9 +1092,20 @@ func formatStrategyDetailResponse(lang string, strategy *store.Strategy, cfg sto
 		}
 		lines = append(lines, fmt.Sprintf("- 仓位风险：最多持仓 %d，BTC/ETH 最大杠杆 %d，山寨最大杠杆 %d，最低置信度 %d",
 			cfg.RiskControl.MaxPositions, cfg.RiskControl.BTCETHMaxLeverage, cfg.RiskControl.AltcoinMaxLeverage, cfg.RiskControl.MinConfidence))
+		lines = append(lines, fmt.Sprintf("- 风控阈值：最小盈亏比 %.2f；最大保证金使用率 %.2f；最小开仓金额 %.2f",
+			cfg.RiskControl.MinRiskRewardRatio, cfg.RiskControl.MaxMarginUsage, cfg.RiskControl.MinPositionSize))
 		if len(indicatorBits) > 0 {
 			lines = append(lines, "- 已启用指标："+strings.Join(indicatorBits, "、"))
 		}
+		if strings.TrimSpace(cfg.Indicators.NofxOSAPIKey) != "" || cfg.Indicators.EnableQuantData || cfg.Indicators.EnableOIRanking || cfg.Indicators.EnableNetFlowRanking || cfg.Indicators.EnablePriceRanking {
+			lines = append(lines, fmt.Sprintf("- NofxOS 数据：API Key=%t，量化数据=%t，OI 排行=%t，净流入排行=%t，价格排行=%t",
+				strings.TrimSpace(cfg.Indicators.NofxOSAPIKey) != "",
+				cfg.Indicators.EnableQuantData,
+				cfg.Indicators.EnableOIRanking,
+				cfg.Indicators.EnableNetFlowRanking,
+				cfg.Indicators.EnablePriceRanking,
+			))
+		}
 		if len(promptBits) > 0 {
 			lines = append(lines, "- Prompt 模块："+strings.Join(promptBits, "、"))
 		}
@@ -1084,10 +1122,25 @@ func formatStrategyDetailResponse(lang string, strategy *store.Strategy, cfg sto
 		fmt.Sprintf("Strategy %q overview:", name),
 		fmt.Sprintf("- Type: %s", defaultIfEmpty(strings.TrimSpace(cfg.StrategyType), "ai_trading")),
 		fmt.Sprintf("- Language: %s", defaultIfEmpty(strings.TrimSpace(cfg.Language), "en")),
+		fmt.Sprintf("- Publish settings: %s; config %s", publishStatusEn, configVisibleEn),
 	}
 	if strings.TrimSpace(strategy.Description) != "" {
 		lines = append(lines, fmt.Sprintf("- Description: %s", strings.TrimSpace(strategy.Description)))
 	}
+	if cfg.GridConfig != nil {
+		lines = append(lines, fmt.Sprintf("- Grid config: symbol %s; grids %d; investment %.2f; leverage %d; distribution %s",
+			defaultIfEmpty(strings.TrimSpace(cfg.GridConfig.Symbol), "not set"),
+			cfg.GridConfig.GridCount,
+			cfg.GridConfig.TotalInvestment,
+			cfg.GridConfig.Leverage,
+			defaultIfEmpty(strings.TrimSpace(cfg.GridConfig.Distribution), "not set"),
+		))
+		if cfg.GridConfig.UseATRBounds {
+			lines = append(lines, fmt.Sprintf("- Grid bounds: ATR auto bounds with multiplier %.2f", cfg.GridConfig.ATRMultiplier))
+		} else if cfg.GridConfig.UpperPrice > 0 || cfg.GridConfig.LowerPrice > 0 {
+			lines = append(lines, fmt.Sprintf("- Grid bounds: upper %.4f, lower %.4f", cfg.GridConfig.UpperPrice, cfg.GridConfig.LowerPrice))
+		}
+	}
 	if len(sourceBits) > 0 {
 		lines = append(lines, "- Coin source: "+strings.Join(sourceBits, " | "))
 	}
@@ -1096,9 +1149,20 @@ func formatStrategyDetailResponse(lang string, strategy *store.Strategy, cfg sto
 	}
 	lines = append(lines, fmt.Sprintf("- Risk: max positions %d, BTC/ETH max leverage %d, alt max leverage %d, min confidence %d",
 		cfg.RiskControl.MaxPositions, cfg.RiskControl.BTCETHMaxLeverage, cfg.RiskControl.AltcoinMaxLeverage, cfg.RiskControl.MinConfidence))
+	lines = append(lines, fmt.Sprintf("- Risk thresholds: min RR %.2f, max margin usage %.2f, min position size %.2f",
+		cfg.RiskControl.MinRiskRewardRatio, cfg.RiskControl.MaxMarginUsage, cfg.RiskControl.MinPositionSize))
 	if len(indicatorBits) > 0 {
 		lines = append(lines, "- Enabled indicators: "+strings.Join(indicatorBits, ", "))
 	}
+	if strings.TrimSpace(cfg.Indicators.NofxOSAPIKey) != "" || cfg.Indicators.EnableQuantData || cfg.Indicators.EnableOIRanking || cfg.Indicators.EnableNetFlowRanking || cfg.Indicators.EnablePriceRanking {
+		lines = append(lines, fmt.Sprintf("- NofxOS data: API key=%t, quant data=%t, OI ranking=%t, netflow ranking=%t, price ranking=%t",
+			strings.TrimSpace(cfg.Indicators.NofxOSAPIKey) != "",
+			cfg.Indicators.EnableQuantData,
+			cfg.Indicators.EnableOIRanking,
+			cfg.Indicators.EnableNetFlowRanking,
+			cfg.Indicators.EnablePriceRanking,
+		))
+	}
 	if len(promptBits) > 0 {
 		lines = append(lines, "- Prompt modules: "+strings.Join(promptBits, ", "))
 	}
@@ -1526,6 +1590,11 @@ func (a *Agent) handleModelCreateSkill(storeUserID string, userID int64, lang, t
 	patch := buildModelUpdatePatch(text)
 	applyModelUpdatePatchToSession(&session, patch)
 	provider := fieldValue(session, "provider")
+	if provider != "" && fieldValue(session, "api_key") == "" {
+		if credential := inferModelCredentialFromText(provider, text); credential != "" {
+			setField(&session, "api_key", credential)
+		}
+	}
 	if provider != "" {
 		if fieldValue(session, "name") == "" {
 			setField(&session, "name", defaultModelConfigName(provider))
@@ -1611,6 +1680,43 @@ func (a *Agent) handleModelCreateSkill(storeUserID string, userID int64, lang, t
 	return fmt.Sprintf("Created model config %s.", fieldValue(session, "name"))
 }
 
+func inferModelCredentialFromText(provider, text string) string {
+	provider = strings.ToLower(strings.TrimSpace(provider))
+	text = strings.TrimSpace(text)
+	if provider == "" || text == "" {
+		return ""
+	}
+
+	if value := extractQuotedContent(text); value != "" {
+		trimmed := strings.TrimSpace(value)
+		if credentialLooksCompatibleWithProvider(provider, trimmed) {
+			return trimmed
+		}
+	}
+
+	if credentialLooksCompatibleWithProvider(provider, text) {
+		return text
+	}
+	return ""
+}
+
+func credentialLooksCompatibleWithProvider(provider, value string) bool {
+	provider = strings.ToLower(strings.TrimSpace(provider))
+	value = strings.TrimSpace(value)
+	if provider == "" || value == "" {
+		return false
+	}
+
+	switch provider {
+	case "claw402", "blockrun-base", "blockrun-sol":
+		return hexCredentialPattern.MatchString(value)
+	case "openai":
+		return openAIAPIKeyPattern.MatchString(value)
+	default:
+		return genericAPIKeyPattern.MatchString(value) || hexCredentialPattern.MatchString(value)
+	}
+}
+
 func (a *Agent) handleStrategyCreateSkill(storeUserID string, userID int64, lang, text string, session skillSession) string {
 	if session.Name == "" {
 		session = skillSession{Name: "strategy_management", Action: "create", Phase: "collecting"}
diff --git a/agent/skill_outcome.go b/agent/skill_outcome.go
index 99d4079d..9c40e7e9 100644
--- a/agent/skill_outcome.go
+++ b/agent/skill_outcome.go
@@ -160,6 +160,7 @@ Rules:
 - Use route "replan" when the user's task is not complete yet and the planner should continue from the new skill outcome.
 - Prefer route "replan" for recoverable errors, unmet goals, missing prerequisites, or cases where another skill/tool sequence may help.
 - If you choose "complete", produce the final user-facing answer in the user's language.
+- ` + cleanUserFacingReplyInstruction + `
 
 Return JSON with this exact shape:
 {"route":"complete|replan","answer":""}`
diff --git a/agent/skill_registry.go b/agent/skill_registry.go
index f9fa27b0..bfe2dc54 100644
--- a/agent/skill_registry.go
+++ b/agent/skill_registry.go
@@ -197,9 +197,9 @@ func buildSkillRoutingSummary(lang string, skillNames []string) string {
 		switch name {
 		case "trader_management":
 			if lang == "zh" {
-				parts = append(parts, "这个 skill 负责交易员本体，以及交易员绑定的模型、交易所、策略配置。")
+				parts = append(parts, "这个 skill 负责交易员本体和绑定关系；交易员编辑默认只换绑定，不改策略、模型、交易所的内部配置。")
 			} else {
-				parts = append(parts, "This skill owns the trader itself plus its bound model, exchange, and strategy.")
+				parts = append(parts, "This skill owns the trader itself and its bindings; trader edits should switch bindings, not mutate the internals of the strategy, model, or exchange.")
 			}
 		case "strategy_management":
 			if lang == "zh" {
@@ -231,9 +231,9 @@ func buildSkillDefinitionSummary(lang string, skillNames []string) string {
 		switch name {
 		case "trader_management":
 			if lang == "zh" {
-				parts = append(parts, "这个 skill 负责交易员本体，以及交易员绑定的模型、交易所、策略配置。")
+				parts = append(parts, "这个 skill 负责交易员本体和绑定关系；交易员编辑默认只换绑定，不改策略、模型、交易所的内部配置。")
 			} else {
-				parts = append(parts, "This skill owns the trader itself plus its bound model, exchange, and strategy.")
+				parts = append(parts, "This skill owns the trader itself and its bindings; trader edits should switch bindings, not mutate the internals of the strategy, model, or exchange.")
 			}
 		case "strategy_management":
 			if lang == "zh" {
@@ -269,9 +269,9 @@ func buildSkillDependencySummary(lang string, session skillSession) string {
 			return "trader_management:create requires 4 core slots: trader name, exchange, model, and strategy. The last 3 dependencies can be satisfied in two ways: choose an existing usable resource, or create/enable one inline and then resume trader creation. If the user is enabling, fixing, or creating one of those dependencies, that is still continuation of the trader creation flow, not a new peer task."
 		}
 		if lang == "zh" {
-			return "当当前对象是交易员时，配置模型、交易所、策略都属于 trader_management 的继续操作。"
+			return "当当前对象是交易员时，换绑模型、交易所、策略都属于 trader_management 的继续操作；但如果用户要改这些对象的内部配置，应切到对应 management skill。"
 		}
-		return "When the current object is a trader, configuring its model, exchange, or strategy remains inside trader_management."
+		return "When the current object is a trader, rebinding its model, exchange, or strategy remains inside trader_management; but if the user wants to change the internals of those resources, switch to the corresponding management skill."
 	default:
 		return ""
 	}
@@ -348,8 +348,10 @@ func buildSkillForbiddenSummary(lang string, skillNames []string) string {
 		case "trader_management":
 			if lang == "zh" {
 				lines = append(lines, "- trader_management 不能直接设计赚钱/不亏钱方案；那类目标应交给 planner。")
+				lines = append(lines, "- trader_management 不能让用户手动设置、充值或修改交易员余额；交易员初始余额应由系统自动读取绑定交易所净值。")
 			} else {
 				lines = append(lines, "- trader_management must not invent a profit-seeking plan; those requests belong to the planner.")
+				lines = append(lines, "- trader_management must not let the user set, top up, or manually edit trader balance; trader initial balance should be auto-read from the bound exchange equity.")
 			}
 		case "exchange_management":
 			if lang == "zh" {
diff --git a/agent/skills/strategy_management.json b/agent/skills/strategy_management.json
index 91b59aec..04d39b1f 100644
--- a/agent/skills/strategy_management.json
+++ b/agent/skills/strategy_management.json
@@ -14,6 +14,16 @@
       "type": "string",
       "description": "策略描述，可选。"
     },
+    "is_public": {
+      "type": "bool",
+      "default": false,
+      "description": "是否发布到策略市场。"
+    },
+    "config_visible": {
+      "type": "bool",
+      "default": true,
+      "description": "发布到市场后，是否允许别人查看策略配置。"
+    },
     "lang": {
       "type": "enum",
       "values": ["zh", "en"],
@@ -26,6 +36,10 @@
       "default": "ai_trading",
       "description": "策略类型：ai_trading（AI 量化）或 grid_trading（网格策略）。"
     },
+    "symbol": {
+      "type": "string",
+      "description": "网格策略的交易对，例如 BTCUSDT。"
+    },
     "source_type": {
       "type": "enum",
       "values": ["static", "ai500", "oi_top", "oi_low", "mixed"],
@@ -41,7 +55,7 @@
     },
     "primary_timeframe": {
       "type": "string",
-      "values": ["1m", "3m", "5m", "15m", "30m", "1h", "4h", "1d"],
+      "values": ["1m", "3m", "5m", "15m", "30m", "1h", "2h", "4h", "6h", "8h", "12h", "1d", "3d", "1w"],
       "description": "主 K 线周期，例如 5m、15m、1h。"
     },
     "selected_timeframes": {
@@ -106,6 +120,12 @@
       "min": 0,
       "description": "网格总投入金额，grid_trading 类型专用。"
     },
+    "leverage": {
+      "type": "int",
+      "min": 1,
+      "max": 5,
+      "description": "网格策略杠杆倍数，手动页面当前范围 1～5。"
+    },
     "upper_price": {
       "type": "float",
       "description": "网格上边界价格，grid_trading 类型专用。"
@@ -337,6 +357,7 @@
   },
   "validation_rules": [
     "btceth_max_leverage 和 altcoin_max_leverage 范围均为 1～20，超出时自动收敛并告知用户。",
+    "grid_trading 的 leverage 需与手动页面一致，范围 1～5，超出时自动收敛并告知用户。",
     "min_confidence 范围 0～100，超出时自动收敛并告知用户。",
     "grid_trading 类型时，lower_price 必须小于 upper_price，否则提示用户修正。",
     "grid_count 最小为 2，低于 2 时提示用户修正。",
@@ -352,7 +373,7 @@
     "create": {
       "description": "创建策略模板。至少需要名称，其他配置可按需追问或按默认值补齐。",
       "required_slots": ["name"],
-      "optional_slots": ["description", "lang", "strategy_type", "source_type", "static_coins", "excluded_coins", "primary_timeframe", "selected_timeframes", "btceth_max_leverage", "altcoin_max_leverage", "max_positions", "min_confidence", "min_risk_reward_ratio", "custom_prompt", "role_definition", "trading_frequency", "entry_standards", "decision_process", "use_atr_bounds", "atr_multiplier", "enable_direction_adjust", "direction_bias_ratio", "grid_count", "total_investment", "upper_price", "lower_price", "distribution", "max_drawdown_pct", "stop_loss_pct", "daily_loss_limit_pct", "use_maker_only", "use_ai500", "ai500_limit", "use_oi_top", "oi_top_limit", "use_oi_low", "oi_low_limit", "primary_count", "enable_ema", "enable_macd", "enable_rsi", "enable_atr", "enable_boll", "enable_volume", "enable_oi", "enable_funding_rate", "ema_periods", "rsi_periods", "atr_periods", "boll_periods", "nofxos_api_key", "enable_quant_data", "enable_quant_oi", "enable_quant_netflow", "enable_oi_ranking", "oi_ranking_duration", "oi_ranking_limit", "enable_netflow_ranking", "netflow_ranking_duration", "netflow_ranking_limit", "enable_price_ranking", "price_ranking_duration", "price_ranking_limit", "btceth_max_position_value_ratio", "altcoin_max_position_value_ratio", "max_margin_usage", "min_position_size"],
+      "optional_slots": ["description", "is_public", "config_visible", "lang", "strategy_type", "symbol", "source_type", "static_coins", "excluded_coins", "primary_timeframe", "selected_timeframes", "btceth_max_leverage", "altcoin_max_leverage", "max_positions", "min_confidence", "min_risk_reward_ratio", "custom_prompt", "role_definition", "trading_frequency", "entry_standards", "decision_process", "use_atr_bounds", "atr_multiplier", "enable_direction_adjust", "direction_bias_ratio", "grid_count", "total_investment", "leverage", "upper_price", "lower_price", "distribution", "max_drawdown_pct", "stop_loss_pct", "daily_loss_limit_pct", "use_maker_only", "use_ai500", "ai500_limit", "use_oi_top", "oi_top_limit", "use_oi_low", "oi_low_limit", "primary_count", "enable_ema", "enable_macd", "enable_rsi", "enable_atr", "enable_boll", "enable_volume", "enable_oi", "enable_funding_rate", "ema_periods", "rsi_periods", "atr_periods", "boll_periods", "nofxos_api_key", "enable_quant_data", "enable_quant_oi", "enable_quant_netflow", "enable_oi_ranking", "oi_ranking_duration", "oi_ranking_limit", "enable_netflow_ranking", "netflow_ranking_duration", "netflow_ranking_limit", "enable_price_ranking", "price_ranking_duration", "price_ranking_limit", "btceth_max_position_value_ratio", "altcoin_max_position_value_ratio", "max_margin_usage", "min_position_size"],
       "goal": "创建一个可供 trader 绑定使用的策略模板。",
       "dynamic_rules": [
         "若用户只是要给 trader 绑定现有策略，应优先在父任务里补 strategy 槽位，而不是误开新的 create。",
@@ -366,7 +387,7 @@
     "update": {
       "description": "更新策略模板的任意可编辑字段。",
       "required_slots": ["target_ref"],
-      "optional_slots": ["name", "description", "source_type", "static_coins", "excluded_coins", "primary_timeframe", "selected_timeframes", "btceth_max_leverage", "altcoin_max_leverage", "max_positions", "min_confidence", "min_risk_reward_ratio", "custom_prompt", "role_definition", "trading_frequency", "entry_standards", "decision_process", "grid_count", "total_investment", "upper_price", "lower_price", "distribution", "use_atr_bounds", "atr_multiplier", "enable_direction_adjust", "direction_bias_ratio", "max_drawdown_pct", "stop_loss_pct", "daily_loss_limit_pct", "use_maker_only", "use_ai500", "ai500_limit", "use_oi_top", "oi_top_limit", "use_oi_low", "oi_low_limit", "primary_count", "enable_ema", "enable_macd", "enable_rsi", "enable_atr", "enable_boll", "enable_volume", "enable_oi", "enable_funding_rate", "ema_periods", "rsi_periods", "atr_periods", "boll_periods", "nofxos_api_key", "enable_quant_data", "enable_quant_oi", "enable_quant_netflow", "enable_oi_ranking", "oi_ranking_duration", "oi_ranking_limit", "enable_netflow_ranking", "netflow_ranking_duration", "netflow_ranking_limit", "enable_price_ranking", "price_ranking_duration", "price_ranking_limit", "btceth_max_position_value_ratio", "altcoin_max_position_value_ratio", "max_margin_usage", "min_position_size"],
+      "optional_slots": ["name", "description", "is_public", "config_visible", "symbol", "source_type", "static_coins", "excluded_coins", "primary_timeframe", "selected_timeframes", "btceth_max_leverage", "altcoin_max_leverage", "max_positions", "min_confidence", "min_risk_reward_ratio", "custom_prompt", "role_definition", "trading_frequency", "entry_standards", "decision_process", "grid_count", "total_investment", "leverage", "upper_price", "lower_price", "distribution", "use_atr_bounds", "atr_multiplier", "enable_direction_adjust", "direction_bias_ratio", "max_drawdown_pct", "stop_loss_pct", "daily_loss_limit_pct", "use_maker_only", "use_ai500", "ai500_limit", "use_oi_top", "oi_top_limit", "use_oi_low", "oi_low_limit", "primary_count", "enable_ema", "enable_macd", "enable_rsi", "enable_atr", "enable_boll", "enable_volume", "enable_oi", "enable_funding_rate", "ema_periods", "rsi_periods", "atr_periods", "boll_periods", "nofxos_api_key", "enable_quant_data", "enable_quant_oi", "enable_quant_netflow", "enable_oi_ranking", "oi_ranking_duration", "oi_ranking_limit", "enable_netflow_ranking", "netflow_ranking_duration", "netflow_ranking_limit", "enable_price_ranking", "price_ranking_duration", "price_ranking_limit", "btceth_max_position_value_ratio", "altcoin_max_position_value_ratio", "max_margin_usage", "min_position_size"],
       "goal": "更新一个已有策略模板的指定配置，而不覆盖未提及字段。",
       "dynamic_rules": [
         "只更新用户明确提到的字段，不要覆盖未提及的字段。",
diff --git a/agent/skills/trader_management.json b/agent/skills/trader_management.json
index d23f2271..c0b0f2f2 100644
--- a/agent/skills/trader_management.json
+++ b/agent/skills/trader_management.json
@@ -2,7 +2,7 @@
   "name": "trader_management",
   "kind": "management",
   "domain": "trader",
-  "description": "当用户想创建、查看、修改、删除、启动或停止交易员时调用。适用于用户提到交易员名称、绑定交易所、绑定模型、绑定策略、保证金模式、扫描频率、竞技场显示、运行状态等管理需求。不用于排查交易员启动失败、未下单、收益异常、仓位异常等诊断问题。创建交易员时必须收齐名称、交易所、模型、策略；其中交易所、模型、策略既可以直接选择用户已有可用资源，也可以在当前主流程里先新建/启用对应资源，再继续完成交易员创建。",
+  "description": "当用户想创建、查看、修改、删除、启动或停止交易员时调用。交易员是装配层，核心是名称以及绑定的交易所、模型、策略；编辑交易员默认只换绑定，不修改这些依赖对象的内部配置。若用户要改策略参数、模型配置或交易所凭证，应切到各自的 management skill。创建交易员时必须收齐名称、交易所、模型、策略；其中交易所、模型、策略既可以直接选择用户已有可用资源，也可以在当前主流程里先新建/启用对应资源，再继续完成交易员创建。不用于排查交易员启动失败、未下单、收益异常、仓位异常等诊断问题。",
   "intents": [
     "创建交易员",
     "修改交易员",
@@ -40,11 +40,6 @@
       "default": 5,
       "description": "AI 扫描决策间隔，单位分钟，手动面板可配置范围 3～60 分钟。超出范围会自动收敛到边界值并告知用户。"
     },
-    "initial_balance": {
-      "type": "float",
-      "min": 100.0,
-      "description": "初始资金，手动面板最低 100。超出范围会自动收敛到最低值并告知用户。"
-    },
     "is_cross_margin": {
       "type": "bool",
       "default": true,
@@ -105,7 +100,7 @@
     "ai_model_id 对应的模型配置必须已启用（enabled=true）且配置完整（api_key、custom_model_name 不为空；custom_api_url 若填写必须为合法 HTTPS），否则无法创建或启动交易员。",
     "strategy_id 对应的策略模板必须存在，否则无法创建交易员。",
     "scan_interval_minutes 超出 3～60 范围时，系统自动收敛到边界值，并通过 LLM 告知用户已调整，询问是否接受。",
-    "initial_balance 低于 100 时，系统自动收敛到 100，并通过 LLM 告知用户已调整。",
+    "交易员初始余额由系统在创建时自动读取绑定交易所账户净值，不接受用户手动设置、充值或修改。",
     "启动交易员前，绑定的模型必须已启用且完整，绑定的交易所也必须已启用且通过对应交易所的完整性校验，否则拒绝启动并明确指出缺哪一项。",
     "若绑定的是 OKX 交易所，启用前必须已有 passphrase；若绑定的是 Hyperliquid，启用前必须已有 wallet_addr；若绑定的是 Aster，启用前必须已有 user、signer、private_key；若绑定的是 Lighter，启用前必须已有 wallet_addr 和 api_key_private_key。",
     "btc_eth_leverage 和 altcoin_leverage 若超出系统允许范围，应自动收敛或提示用户修正。",
@@ -117,7 +112,7 @@
     "create": {
       "description": "创建新的交易员。若缺少交易所、模型或策略，可在当前流程内先选择已有资源，或切去对应 skill 新建/启用后自动回流继续。",
       "required_slots": ["name", "exchange", "model", "strategy"],
-      "optional_slots": ["auto_start", "scan_interval_minutes", "initial_balance", "is_cross_margin", "show_in_competition", "btc_eth_leverage", "altcoin_leverage", "trading_symbols", "custom_prompt", "override_base_prompt", "system_prompt_template", "use_ai500", "use_oi_top"],
+      "optional_slots": ["auto_start", "scan_interval_minutes", "is_cross_margin", "show_in_competition", "btc_eth_leverage", "altcoin_leverage", "trading_symbols", "custom_prompt", "override_base_prompt", "system_prompt_template", "use_ai500", "use_oi_top"],
       "goal": "创建并初始化一个交易员。",
       "dynamic_rules": [
         "若用户提到的交易所、模型或策略已经存在且可用，应优先直接补入对应槽位，不要重新创建。",
@@ -125,21 +120,21 @@
         "子任务成功后，系统会恢复当前交易员草稿并继续补齐剩余槽位。",
         "scan_interval_minutes 超出 3～60 时，自动收敛并告知用户。",
         "若用户明确想覆盖杠杆、币种范围或提示词，应允许在创建阶段一并收集 btc_eth_leverage、altcoin_leverage、trading_symbols、custom_prompt、override_base_prompt、system_prompt_template、use_ai500、use_oi_top。",
+        "不要向用户收集或确认初始余额；创建时由系统自动读取绑定交易所账户净值作为初始余额。",
         "创建完成后询问用户是否立即启动（auto_start），启动前再次确认。"
       ],
       "success_output": "返回 trader_id，并给出创建结果摘要（名称、绑定的交易所/模型/策略、是否已启动）。",
       "failure_output": "用人话指出缺失依赖项，或说明当前正在进入哪个依赖子任务。"
     },
     "update": {
-      "description": "更新已有交易员的任意可编辑字段。",
+      "description": "更新已有交易员，但默认只处理改名或换绑策略、交易所、模型。",
       "required_slots": ["target_ref"],
-      "optional_slots": ["name", "exchange_id", "ai_model_id", "strategy_id", "scan_interval_minutes", "initial_balance", "is_cross_margin", "show_in_competition", "btc_eth_leverage", "altcoin_leverage", "trading_symbols", "custom_prompt", "override_base_prompt", "system_prompt_template", "use_ai500", "use_oi_top"],
-      "goal": "更新一个已有交易员的配置，但只修改用户明确要求变更的字段。",
+      "optional_slots": ["name", "exchange_id", "ai_model_id", "strategy_id"],
+      "goal": "更新一个已有交易员的名称或绑定关系，但不改动策略、模型、交易所内部配置。",
       "dynamic_rules": [
         "只更新用户明确提到的字段，不要覆盖未提及的字段。",
         "换绑交易所/模型/策略时，新的资源必须已存在且已启用，否则提示用户先启用或新建。",
-        "scan_interval_minutes 超出 3～60 时，自动收敛并告知用户。",
-        "若用户修改的是交易员级杠杆、指定币对、提示词或选币来源，也应走 update，而不是误导去改策略。"
+        "如果用户实际上是想修改策略参数、模型配置或交易所凭证，不要继续留在 trader update；应切到对应 management skill。"
       ],
       "success_output": "返回更新后的 trader_id 与简短配置摘要，明确哪些字段已经生效。",
       "failure_output": "明确指出目标交易员不存在、依赖资源不可用，或哪一个字段值仍需用户补充/修正。"
diff --git a/agent/strategy_field_catalog.go b/agent/strategy_field_catalog.go
index e13b853e..b5d227d5 100644
--- a/agent/strategy_field_catalog.go
+++ b/agent/strategy_field_catalog.go
@@ -10,6 +10,7 @@ func manualStrategyEditableFieldKeys() []string {
 		"symbol",
 		"grid_count",
 		"total_investment",
+		"leverage",
 		"upper_price",
 		"lower_price",
 		"use_atr_bounds",
@@ -84,6 +85,7 @@ func agentStrategyUpdatableFieldKeys() []string {
 		"symbol",
 		"grid_count",
 		"total_investment",
+		"leverage",
 		"upper_price",
 		"lower_price",
 		"use_atr_bounds",
diff --git a/agent/tools.go b/agent/tools.go
index 6b644c5a..c0126109 100644
--- a/agent/tools.go
+++ b/agent/tools.go
@@ -9,6 +9,7 @@ import (
 	"os"
 	"path/filepath"
 	"sort"
+	"strconv"
 	"strings"
 	"time"
 
@@ -17,11 +18,28 @@ import (
 	"nofx/safe"
 	"nofx/security"
 	"nofx/store"
+	"nofx/trader"
+	"nofx/trader/aster"
+	"nofx/trader/binance"
+	"nofx/trader/bitget"
+	"nofx/trader/bybit"
+	"nofx/trader/gate"
+	hyperliquidtrader "nofx/trader/hyperliquid"
+	"nofx/trader/indodax"
+	"nofx/trader/kucoin"
+	"nofx/trader/lighter"
+	"nofx/trader/okx"
 )
 
 // cachedTools holds the static tool definitions (built once, reused per message).
 var cachedTools = buildAgentTools()
 
+var (
+	binanceFuturesAPIBaseURL    = "https://fapi.binance.com"
+	marketDataHTTPClient        = http.DefaultClient
+	traderInitialBalanceFetcher = defaultTraderInitialBalanceFetcher
+)
+
 // agentTools returns the tools available to the LLM for autonomous action.
 func agentTools() []mcp.Tool { return cachedTools }
 
@@ -49,6 +67,23 @@ func (a *Agent) ensureUniqueModelName(storeUserID, name, excludeID string) error
 	return nil
 }
 
+func (a *Agent) findModelByProvider(storeUserID, provider string) (*store.AIModel, error) {
+	models, err := a.store.AIModel().List(storeUserID)
+	if err != nil {
+		return nil, err
+	}
+	normalizedProvider := strings.ToLower(strings.TrimSpace(provider))
+	for _, model := range models {
+		if model == nil {
+			continue
+		}
+		if strings.ToLower(strings.TrimSpace(model.Provider)) == normalizedProvider {
+			return model, nil
+		}
+	}
+	return nil, nil
+}
+
 func (a *Agent) ensureUniqueExchangeAccountName(storeUserID, accountName, excludeID string) error {
 	exchanges, err := a.store.Exchange().List(storeUserID)
 	if err != nil {
@@ -304,7 +339,6 @@ func traderConfigFieldsSchema() map[string]any {
 		"ai_model_id":            map[string]any{"type": "string", "description": "Bound AI model id."},
 		"exchange_id":            map[string]any{"type": "string", "description": "Bound exchange id."},
 		"strategy_id":            map[string]any{"type": "string", "description": "Bound strategy id."},
-		"initial_balance":        map[string]any{"type": "number", "description": "Initial balance / bankroll."},
 		"scan_interval_minutes":  map[string]any{"type": "number", "description": "Trading scan interval in minutes."},
 		"is_cross_margin":        map[string]any{"type": "boolean", "description": "Whether cross margin is enabled."},
 		"show_in_competition":    map[string]any{"type": "boolean", "description": "Whether to show this trader in competition views."},
@@ -481,7 +515,7 @@ func buildAgentTools() []mcp.Tool {
 			Type: "function",
 			Function: mcp.FunctionDef{
 				Name:        "manage_trader",
-				Description: "List, create, update, delete, start, or stop traders. Use this when the user asks to create a trader, rename one, switch its exchange/model/strategy, tune leverage, prompts, symbol scope, scan interval, or control its running state.",
+				Description: "List, create, update, delete, start, or stop traders. Use this when the user asks to create a trader, rename one, switch its exchange/model/strategy bindings, or control its running state. If the user wants to modify the internal config of a strategy, model, or exchange, use the corresponding management tool instead.",
 				Parameters: map[string]any{
 					"type": "object",
 					"properties": map[string]any{
@@ -494,7 +528,6 @@ func buildAgentTools() []mcp.Tool {
 						"ai_model_id":            traderConfigFieldsSchema()["ai_model_id"],
 						"exchange_id":            traderConfigFieldsSchema()["exchange_id"],
 						"strategy_id":            traderConfigFieldsSchema()["strategy_id"],
-						"initial_balance":        traderConfigFieldsSchema()["initial_balance"],
 						"scan_interval_minutes":  traderConfigFieldsSchema()["scan_interval_minutes"],
 						"is_cross_margin":        traderConfigFieldsSchema()["is_cross_margin"],
 						"show_in_competition":    traderConfigFieldsSchema()["show_in_competition"],
@@ -591,6 +624,31 @@ func buildAgentTools() []mcp.Tool {
 				},
 			},
 		},
+		{
+			Type: "function",
+			Function: mcp.FunctionDef{
+				Name:        "get_market_snapshot",
+				Description: "Get a real-time crypto market snapshot for analysis. Returns current price, 24h change, high/low, volume, funding rate, open interest, and recent K-line structure in one tool call. Prefer this when the user asks to analyze a coin, assess current行情, or wants a richer market read than a single price.",
+				Parameters: map[string]any{
+					"type": "object",
+					"properties": map[string]any{
+						"symbol": map[string]any{
+							"type":        "string",
+							"description": "Crypto trading symbol, for example BTC, ETH, BTCUSDT, or ETHUSDT.",
+						},
+						"interval": map[string]any{
+							"type":        "string",
+							"description": "Kline interval for the structure snapshot, for example 5m, 15m, 1h, or 4h. Defaults to 15m.",
+						},
+						"limit": map[string]any{
+							"type":        "number",
+							"description": "Number of recent candles to fetch for the structure snapshot. Defaults to 20 and is capped at 100.",
+						},
+					},
+					"required": []string{"symbol"},
+				},
+			},
+		},
 		{
 			Type: "function",
 			Function: mcp.FunctionDef{
@@ -718,6 +776,8 @@ func (a *Agent) handleToolCall(ctx context.Context, storeUserID string, userID i
 		return a.toolGetBalance()
 	case "get_market_price":
 		return a.toolGetMarketPrice(tc.Function.Arguments)
+	case "get_market_snapshot":
+		return a.toolGetMarketSnapshot(tc.Function.Arguments)
 	case "get_kline":
 		return a.toolGetKline(tc.Function.Arguments)
 	case "get_trade_history":
@@ -869,6 +929,89 @@ func safeExchangeForTool(ex *store.Exchange) safeExchangeToolConfig {
 	}
 }
 
+func defaultTraderInitialBalanceFetcher(exchangeCfg *store.Exchange, userID string) (float64, bool, error) {
+	if exchangeCfg == nil {
+		return 0, false, fmt.Errorf("exchange config not found")
+	}
+	probe, err := buildTraderExchangeProbe(exchangeCfg, userID)
+	if err != nil {
+		return 0, false, err
+	}
+	balanceInfo, err := probe.GetBalance()
+	if err != nil {
+		return 0, false, err
+	}
+	return extractTraderInitialBalance(balanceInfo)
+}
+
+func buildTraderExchangeProbe(exchangeCfg *store.Exchange, userID string) (trader.Trader, error) {
+	switch exchangeCfg.ExchangeType {
+	case "binance":
+		return binance.NewFuturesTrader(string(exchangeCfg.APIKey), string(exchangeCfg.SecretKey), userID), nil
+	case "bybit":
+		return bybit.NewBybitTrader(string(exchangeCfg.APIKey), string(exchangeCfg.SecretKey)), nil
+	case "okx":
+		return okx.NewOKXTrader(string(exchangeCfg.APIKey), string(exchangeCfg.SecretKey), string(exchangeCfg.Passphrase)), nil
+	case "bitget":
+		return bitget.NewBitgetTrader(string(exchangeCfg.APIKey), string(exchangeCfg.SecretKey), string(exchangeCfg.Passphrase)), nil
+	case "gate":
+		return gate.NewGateTrader(string(exchangeCfg.APIKey), string(exchangeCfg.SecretKey)), nil
+	case "kucoin":
+		return kucoin.NewKuCoinTrader(string(exchangeCfg.APIKey), string(exchangeCfg.SecretKey), string(exchangeCfg.Passphrase)), nil
+	case "indodax":
+		return indodax.NewIndodaxTrader(string(exchangeCfg.APIKey), string(exchangeCfg.SecretKey)), nil
+	case "hyperliquid":
+		return hyperliquidtrader.NewHyperliquidTrader(
+			string(exchangeCfg.APIKey),
+			exchangeCfg.HyperliquidWalletAddr,
+			exchangeCfg.Testnet,
+			exchangeCfg.HyperliquidUnifiedAcct,
+		)
+	case "aster":
+		return aster.NewAsterTrader(
+			exchangeCfg.AsterUser,
+			exchangeCfg.AsterSigner,
+			string(exchangeCfg.AsterPrivateKey),
+		)
+	case "lighter":
+		return lighter.NewLighterTraderV2(
+			exchangeCfg.LighterWalletAddr,
+			string(exchangeCfg.LighterAPIKeyPrivateKey),
+			exchangeCfg.LighterAPIKeyIndex,
+			false,
+		)
+	default:
+		return nil, fmt.Errorf("unsupported exchange type: %s", exchangeCfg.ExchangeType)
+	}
+}
+
+func extractTraderInitialBalance(balanceInfo map[string]interface{}) (float64, bool, error) {
+	for _, key := range []string{"total_equity", "totalEquity", "totalWalletBalance", "wallet_balance", "totalEq", "balance"} {
+		raw, ok := balanceInfo[key]
+		if !ok {
+			continue
+		}
+		switch v := raw.(type) {
+		case float64:
+			return v, true, nil
+		case float32:
+			return float64(v), true, nil
+		case int:
+			return float64(v), true, nil
+		case int64:
+			return float64(v), true, nil
+		case int32:
+			return float64(v), true, nil
+		case string:
+			parsed, err := strconv.ParseFloat(v, 64)
+			if err == nil {
+				return parsed, true, nil
+			}
+		}
+	}
+	return 0, false, fmt.Errorf("initial balance not set and unable to fetch balance from exchange")
+}
+
 func safeModelForTool(model *store.AIModel) safeModelToolConfig {
 	return safeModelToolConfig{
 		ID:              model.ID,
@@ -1157,7 +1300,9 @@ func (a *Agent) toolManageExchangeConfig(storeUserID, argsJSON string) string {
 		if exchangeType == "" {
 			return `{"error":"exchange_type is required for create"}`
 		}
-		enabled := false
+		// Match the manual settings page: newly created model configs should be
+		// enabled unless the caller explicitly asks to keep them disabled.
+		enabled := true
 		if args.Enabled != nil {
 			enabled = *args.Enabled
 		}
@@ -1454,7 +1599,9 @@ func (a *Agent) toolManageModelConfig(storeUserID, argsJSON string) string {
 		if modelID == "" {
 			modelID = provider
 		}
-		enabled := false
+		// Match the manual settings page: newly created model configs should be
+		// enabled unless the caller explicitly asks to keep them disabled.
+		enabled := true
 		if args.Enabled != nil {
 			enabled = *args.Enabled
 		}
@@ -1480,7 +1627,16 @@ func (a *Agent) toolManageModelConfig(storeUserID, argsJSON string) string {
 		}).Validate(); err != nil {
 			return fmt.Sprintf(`{"error":"%s"}`, err)
 		}
-		if err := a.ensureUniqueModelName(storeUserID, name, ""); err != nil {
+		existingByProvider, err := a.findModelByProvider(storeUserID, provider)
+		if err != nil {
+			return fmt.Sprintf(`{"error":"failed to inspect existing model configs: %s"}`, err)
+		}
+		excludeID := ""
+		if existingByProvider != nil {
+			modelID = existingByProvider.ID
+			excludeID = existingByProvider.ID
+		}
+		if err := a.ensureUniqueModelName(storeUserID, name, excludeID); err != nil {
 			return fmt.Sprintf(`{"error":"%s"}`, err)
 		}
 		if err := a.store.AIModel().UpdateWithName(
@@ -1634,6 +1790,7 @@ func (a *Agent) toolManageStrategy(storeUserID, argsJSON string) string {
 		Lang          string         `json:"lang"`
 		IsPublic      *bool          `json:"is_public"`
 		ConfigVisible *bool          `json:"config_visible"`
+		AllowClamped  bool           `json:"allow_clamped_update"`
 		Config        map[string]any `json:"config"`
 	}
 	if err := json.Unmarshal([]byte(argsJSON), &args); err != nil {
@@ -1674,6 +1831,9 @@ func (a *Agent) toolManageStrategy(storeUserID, argsJSON string) string {
 			before := merged
 			merged.ClampLimits()
 			warnings = store.StrategyClampWarnings(before, merged, merged.Language)
+			if len(warnings) > 0 && !args.AllowClamped {
+				return fmt.Sprintf(`{"error":"%s"}`, formatRiskControlRefusalPrompt(merged.Language, warnings, "确认应用"))
+			}
 			cfg = merged
 		}
 		configJSON, err := json.Marshal(cfg)
@@ -1750,6 +1910,9 @@ func (a *Agent) toolManageStrategy(storeUserID, argsJSON string) string {
 			before := merged
 			merged.ClampLimits()
 			warnings = store.StrategyClampWarnings(before, merged, merged.Language)
+			if len(warnings) > 0 && !args.AllowClamped {
+				return fmt.Sprintf(`{"error":"%s"}`, formatRiskControlRefusalPrompt(merged.Language, warnings, "确认应用"))
+			}
 			normalized, err := json.Marshal(merged)
 			if err != nil {
 				return fmt.Sprintf(`{"error":"failed to serialize strategy config: %s"}`, err)
@@ -1980,6 +2143,10 @@ func (a *Agent) toolCreateTrader(storeUserID string, args manageTraderArgs) stri
 	if err := a.validateTraderReferences(storeUserID, args.AIModelID, args.ExchangeID, args.StrategyID); err != nil {
 		return fmt.Sprintf(`{"error":"%s"}`, err)
 	}
+	exchangeCfg, err := a.store.Exchange().GetByID(storeUserID, strings.TrimSpace(args.ExchangeID))
+	if err != nil {
+		return fmt.Sprintf(`{"error":"failed to load exchange config: %s"}`, err)
+	}
 	scanInterval := 3
 	if args.ScanIntervalMinutes != nil && *args.ScanIntervalMinutes > 0 {
 		scanInterval = *args.ScanIntervalMinutes
@@ -1987,9 +2154,12 @@ func (a *Agent) toolCreateTrader(storeUserID string, args manageTraderArgs) stri
 			scanInterval = 3
 		}
 	}
-	initialBalance := 0.0
-	if args.InitialBalance != nil && *args.InitialBalance > 0 {
-		initialBalance = *args.InitialBalance
+	initialBalance, found, err := traderInitialBalanceFetcher(exchangeCfg, storeUserID)
+	if err != nil {
+		return fmt.Sprintf(`{"error":"failed to auto-read trader initial balance from exchange: %s"}`, err)
+	}
+	if !found {
+		return `{"error":"failed to auto-read trader initial balance from exchange"}`
 	}
 	isCrossMargin := true
 	if args.IsCrossMargin != nil {
@@ -2109,9 +2279,6 @@ func (a *Agent) toolUpdateTrader(storeUserID string, args manageTraderArgs) stri
 		OverrideBasePrompt:   existing.OverrideBasePrompt,
 		SystemPromptTemplate: existing.SystemPromptTemplate,
 	}
-	if args.InitialBalance != nil && *args.InitialBalance > 0 {
-		record.InitialBalance = *args.InitialBalance
-	}
 	if args.ScanIntervalMinutes != nil && *args.ScanIntervalMinutes > 0 {
 		record.ScanIntervalMinutes = *args.ScanIntervalMinutes
 		if record.ScanIntervalMinutes < 3 {
@@ -2605,6 +2772,217 @@ func (a *Agent) toolGetMarketPrice(argsJSON string) string {
 	return fmt.Sprintf(`{"error": "could not get price for %s"}`, sym)
 }
 
+func binanceFuturesGET(path string, out any) error {
+	req, err := http.NewRequest(http.MethodGet, binanceFuturesAPIBaseURL+path, nil)
+	if err != nil {
+		return err
+	}
+	ctx, cancel := context.WithTimeout(context.Background(), 8*time.Second)
+	defer cancel()
+	req = req.WithContext(ctx)
+
+	resp, err := marketDataHTTPClient.Do(req)
+	if err != nil {
+		return err
+	}
+	defer resp.Body.Close()
+	if resp.StatusCode != http.StatusOK {
+		return fmt.Errorf("source returned status %d", resp.StatusCode)
+	}
+	return json.NewDecoder(resp.Body).Decode(out)
+}
+
+func (a *Agent) toolGetMarketSnapshot(argsJSON string) string {
+	var args struct {
+		Symbol   string `json:"symbol"`
+		Interval string `json:"interval"`
+		Limit    int    `json:"limit"`
+	}
+	if err := json.Unmarshal([]byte(argsJSON), &args); err != nil {
+		return fmt.Sprintf(`{"error":"invalid arguments: %s"}`, err)
+	}
+
+	symbol := strings.ToUpper(strings.TrimSpace(args.Symbol))
+	if symbol == "" {
+		return `{"error":"symbol is required"}`
+	}
+	if isStockSymbol(symbol) {
+		return `{"error":"get_market_snapshot currently supports crypto symbols only"}`
+	}
+	if !strings.HasSuffix(symbol, "USDT") {
+		symbol += "USDT"
+	}
+
+	interval := strings.TrimSpace(strings.ToLower(args.Interval))
+	if interval == "" {
+		interval = "15m"
+	}
+	if !validKlineInterval(interval) {
+		return fmt.Sprintf(`{"error":"invalid interval %q"}`, interval)
+	}
+
+	limit := args.Limit
+	switch {
+	case limit <= 0:
+		limit = 20
+	case limit > 100:
+		limit = 100
+	}
+
+	var ticker24h struct {
+		Symbol             string `json:"symbol"`
+		LastPrice          string `json:"lastPrice"`
+		PriceChange        string `json:"priceChange"`
+		PriceChangePercent string `json:"priceChangePercent"`
+		HighPrice          string `json:"highPrice"`
+		LowPrice           string `json:"lowPrice"`
+		Volume             string `json:"volume"`
+		QuoteVolume        string `json:"quoteVolume"`
+		Count              int64  `json:"count"`
+	}
+	if err := binanceFuturesGET("/fapi/v1/ticker/24hr?symbol="+symbol, &ticker24h); err != nil {
+		return fmt.Sprintf(`{"error":"failed to fetch 24h ticker for %s: %s"}`, symbol, err)
+	}
+
+	var premiumIndex struct {
+		Symbol          string `json:"symbol"`
+		MarkPrice       string `json:"markPrice"`
+		IndexPrice      string `json:"indexPrice"`
+		LastFundingRate string `json:"lastFundingRate"`
+		NextFundingTime int64  `json:"nextFundingTime"`
+		Time            int64  `json:"time"`
+	}
+	if err := binanceFuturesGET("/fapi/v1/premiumIndex?symbol="+symbol, &premiumIndex); err != nil {
+		return fmt.Sprintf(`{"error":"failed to fetch funding data for %s: %s"}`, symbol, err)
+	}
+
+	var openInterest struct {
+		OpenInterest string `json:"openInterest"`
+		Symbol       string `json:"symbol"`
+		Time         int64  `json:"time"`
+	}
+	if err := binanceFuturesGET("/fapi/v1/openInterest?symbol="+symbol, &openInterest); err != nil {
+		return fmt.Sprintf(`{"error":"failed to fetch open interest for %s: %s"}`, symbol, err)
+	}
+
+	var rawKlines [][]any
+	if err := binanceFuturesGET(fmt.Sprintf("/fapi/v1/klines?symbol=%s&interval=%s&limit=%d", symbol, interval, limit), &rawKlines); err != nil {
+		return fmt.Sprintf(`{"error":"failed to fetch kline for %s: %s"}`, symbol, err)
+	}
+	if len(rawKlines) == 0 {
+		return fmt.Sprintf(`{"error":"empty kline response for %s"}`, symbol)
+	}
+
+	klines := make([]map[string]any, 0, len(rawKlines))
+	highestHigh := 0.0
+	lowestLow := 0.0
+	firstClose := 0.0
+	lastClose := 0.0
+	totalVolume := 0.0
+	for i, row := range rawKlines {
+		if len(row) < 7 {
+			continue
+		}
+		openVal := toSnapshotFloat(row[1])
+		highVal := toSnapshotFloat(row[2])
+		lowVal := toSnapshotFloat(row[3])
+		closeVal := toSnapshotFloat(row[4])
+		volumeVal := toSnapshotFloat(row[5])
+		if i == 0 {
+			firstClose = closeVal
+			highestHigh = highVal
+			lowestLow = lowVal
+		}
+		if highVal > highestHigh {
+			highestHigh = highVal
+		}
+		if lowestLow == 0 || (lowVal > 0 && lowVal < lowestLow) {
+			lowestLow = lowVal
+		}
+		lastClose = closeVal
+		totalVolume += volumeVal
+		klines = append(klines, map[string]any{
+			"open_time":  row[0],
+			"open":       openVal,
+			"high":       highVal,
+			"low":        lowVal,
+			"close":      closeVal,
+			"volume":     volumeVal,
+			"close_time": row[6],
+		})
+	}
+
+	periodChangePercent := 0.0
+	if firstClose > 0 && lastClose > 0 {
+		periodChangePercent = ((lastClose - firstClose) / firstClose) * 100
+	}
+
+	tickerLastPrice, _ := strconv.ParseFloat(strings.TrimSpace(ticker24h.LastPrice), 64)
+	tickerPriceChange, _ := strconv.ParseFloat(strings.TrimSpace(ticker24h.PriceChange), 64)
+	tickerPriceChangePercent, _ := strconv.ParseFloat(strings.TrimSpace(ticker24h.PriceChangePercent), 64)
+	tickerHighPrice, _ := strconv.ParseFloat(strings.TrimSpace(ticker24h.HighPrice), 64)
+	tickerLowPrice, _ := strconv.ParseFloat(strings.TrimSpace(ticker24h.LowPrice), 64)
+	tickerVolume, _ := strconv.ParseFloat(strings.TrimSpace(ticker24h.Volume), 64)
+	tickerQuoteVolume, _ := strconv.ParseFloat(strings.TrimSpace(ticker24h.QuoteVolume), 64)
+	markPrice, _ := strconv.ParseFloat(strings.TrimSpace(premiumIndex.MarkPrice), 64)
+	indexPrice, _ := strconv.ParseFloat(strings.TrimSpace(premiumIndex.IndexPrice), 64)
+	fundingRate, _ := strconv.ParseFloat(strings.TrimSpace(premiumIndex.LastFundingRate), 64)
+	oiValue, _ := strconv.ParseFloat(strings.TrimSpace(openInterest.OpenInterest), 64)
+
+	out, _ := json.Marshal(map[string]any{
+		"symbol": symbol,
+		"price":  tickerLastPrice,
+		"ticker_24h": map[string]any{
+			"price_change":         tickerPriceChange,
+			"price_change_percent": tickerPriceChangePercent,
+			"high_price":           tickerHighPrice,
+			"low_price":            tickerLowPrice,
+			"volume":               tickerVolume,
+			"quote_volume":         tickerQuoteVolume,
+			"trade_count":          ticker24h.Count,
+		},
+		"perp_metrics": map[string]any{
+			"mark_price":        markPrice,
+			"index_price":       indexPrice,
+			"funding_rate":      fundingRate,
+			"next_funding_time": premiumIndex.NextFundingTime,
+			"open_interest":     oiValue,
+		},
+		"kline_snapshot": map[string]any{
+			"interval":              interval,
+			"limit":                 len(klines),
+			"period_change_percent": periodChangePercent,
+			"highest_high":          highestHigh,
+			"lowest_low":            lowestLow,
+			"average_volume":        totalVolume / float64(maxInt(len(klines), 1)),
+			"recent_klines":         klines,
+		},
+	})
+	return string(out)
+}
+
+func toSnapshotFloat(value any) float64 {
+	switch v := value.(type) {
+	case string:
+		f, _ := strconv.ParseFloat(strings.TrimSpace(v), 64)
+		return f
+	case float64:
+		return v
+	case json.Number:
+		f, _ := v.Float64()
+		return f
+	default:
+		return 0
+	}
+}
+
+func maxInt(a, b int) int {
+	if a > b {
+		return a
+	}
+	return b
+}
+
 func validKlineInterval(interval string) bool {
 	switch strings.TrimSpace(strings.ToLower(interval)) {
 	case "1m", "3m", "5m", "15m", "30m", "1h", "2h", "4h", "6h", "8h", "12h", "1d", "3d", "1w", "1mo":
diff --git a/agent/trader_scope_test.go b/agent/trader_scope_test.go
new file mode 100644
index 00000000..621dcea1
--- /dev/null
+++ b/agent/trader_scope_test.go
@@ -0,0 +1,37 @@
+package agent
+
+import (
+	"strings"
+	"testing"
+)
+
+func TestClassifyWorkflowTaskTreatsTraderEditAsBindingsOrRename(t *testing.T) {
+	task, ok := classifyWorkflowTask("帮我把交易员小爱换策略")
+	if !ok {
+		t.Fatal("expected trader binding edit to classify")
+	}
+	if task.Skill != "trader_management" || task.Action != "update_bindings" {
+		t.Fatalf("unexpected task: %+v", task)
+	}
+
+	task, ok = classifyWorkflowTask("帮我把交易员小爱改名")
+	if !ok {
+		t.Fatal("expected trader rename to classify")
+	}
+	if task.Skill != "trader_management" || task.Action != "update_name" {
+		t.Fatalf("unexpected rename task: %+v", task)
+	}
+}
+
+func TestTraderDomainPrimerExplainsInternalConfigBoundary(t *testing.T) {
+	primer := buildSkillDomainPrimer("zh", "trader_management")
+	for _, want := range []string{
+		"交易员是装配层",
+		"默认只处理绑定关系",
+		"应切到对应 management skill",
+	} {
+		if !strings.Contains(primer, want) {
+			t.Fatalf("expected primer to contain %q, got: %s", want, primer)
+		}
+	}
+}
diff --git a/agent/user_facing_prompt.go b/agent/user_facing_prompt.go
new file mode 100644
index 00000000..8af3a506
--- /dev/null
+++ b/agent/user_facing_prompt.go
@@ -0,0 +1,3 @@
+package agent
+
+const cleanUserFacingReplyInstruction = "Your final reply must be clean and easy to understand, with no fluff, no internal jargon, and no unnecessary explanation."
diff --git a/agent/user_facing_prompt_test.go b/agent/user_facing_prompt_test.go
new file mode 100644
index 00000000..273503af
--- /dev/null
+++ b/agent/user_facing_prompt_test.go
@@ -0,0 +1,12 @@
+package agent
+
+import "testing"
+
+func TestCleanUserFacingReplyInstruction(t *testing.T) {
+	if cleanUserFacingReplyInstruction == "" {
+		t.Fatal("expected clean user-facing reply instruction to be defined")
+	}
+	if got, want := cleanUserFacingReplyInstruction, "Your final reply must be clean and easy to understand, with no fluff, no internal jargon, and no unnecessary explanation."; got != want {
+		t.Fatalf("unexpected instruction\nwant: %q\ngot:  %q", want, got)
+	}
+}
diff --git a/agent/workflow.go b/agent/workflow.go
index 35506c54..95d34704 100644
--- a/agent/workflow.go
+++ b/agent/workflow.go
@@ -439,7 +439,8 @@ func (a *Agent) generateWorkflowSummary(ctx context.Context, userID int64, lang
 	defer cancel()
 	systemPrompt := `You are summarizing a finished workflow for NOFXi.
 Return one short user-facing summary in the user's language.
-Do not mention internal DAG, scheduler, or JSON.`
+Do not mention internal DAG, scheduler, or JSON.
+` + cleanUserFacingReplyInstruction
 	userPrompt := fmt.Sprintf("Language: %s\nOriginal request: %s\nCompleted tasks:\n- %s", lang, session.OriginalRequest, strings.Join(completed, "\n- "))
 	raw, err := a.aiClient.CallWithRequest(&mcp.Request{
 		Messages: []mcp.Message{
@@ -716,7 +717,7 @@ func classifyContextualStrategyWorkflowTasks(text string) []WorkflowTask {
 
 func classifyContextualTraderWorkflowTasks(text string) []WorkflowTask {
 	lower := strings.ToLower(strings.TrimSpace(text))
-	hasUpdate := containsAny(lower, []string{"修改", "更新", "换模型", "换交易所", "换策略", "切换模型", "切换交易所", "切换策略", "扫描间隔", "杠杆", "提示词"})
+	hasUpdate := containsAny(lower, []string{"修改", "更新", "换模型", "换交易所", "换策略", "切换模型", "切换交易所", "切换策略", "改名", "重命名"})
 	hasStart := containsAny(lower, []string{"启动", "开始", "run", "start"})
 	hasStop := containsAny(lower, []string{"停止", "停掉", "stop", "pause"})
 	if !hasUpdate && !hasStart && !hasStop {
@@ -725,9 +726,9 @@ func classifyContextualTraderWorkflowTasks(text string) []WorkflowTask {
 	var tasks []WorkflowTask
 	if hasUpdate {
 		action := "update_bindings"
-		if containsAny(lower, []string{"扫描间隔", "杠杆", "提示词", "修改", "更新"}) &&
+		if containsAny(lower, []string{"改名", "重命名", "rename", "name"}) &&
 			!containsAny(lower, []string{"换模型", "换交易所", "换策略", "切换模型", "切换交易所", "切换策略"}) {
-			action = "update"
+			action = "update_name"
 		}
 		tasks = append(tasks, WorkflowTask{Skill: "trader_management", Action: action, Request: text})
 	}
@@ -803,7 +804,7 @@ func classifyCompoundTraderWorkflowTasks(text string) []WorkflowTask {
 	}
 	lower := strings.ToLower(strings.TrimSpace(text))
 	hasCreate := containsAny(lower, []string{"创建", "新建", "创一个", "创个", "create", "new"})
-	hasUpdate := containsAny(lower, []string{"修改", "更新", "换模型", "换交易所", "换策略", "切换模型", "切换交易所", "切换策略", "扫描间隔", "杠杆", "提示词"})
+	hasUpdate := containsAny(lower, []string{"修改", "更新", "换模型", "换交易所", "换策略", "切换模型", "切换交易所", "切换策略", "改名", "重命名"})
 	hasStart := containsAny(lower, []string{"启动", "开始", "run", "start"})
 	hasStop := containsAny(lower, []string{"停止", "停掉", "stop", "pause"})
 
@@ -813,9 +814,9 @@ func classifyCompoundTraderWorkflowTasks(text string) []WorkflowTask {
 	}
 	if hasUpdate {
 		action := "update_bindings"
-		if containsAny(lower, []string{"扫描间隔", "杠杆", "提示词", "修改", "更新"}) &&
+		if containsAny(lower, []string{"改名", "重命名", "rename", "name"}) &&
 			!containsAny(lower, []string{"换模型", "换交易所", "换策略", "切换模型", "切换交易所", "切换策略"}) {
-			action = "update"
+			action = "update_name"
 		}
 		tasks = append(tasks, WorkflowTask{Skill: "trader_management", Action: action, Request: text})
 	}
@@ -926,7 +927,9 @@ func classifyWorkflowTask(text string) (WorkflowTask, bool) {
 			action = "delete"
 		case containsAny(lower, []string{"换模型", "换交易所", "换策略", "切换模型", "切换交易所", "切换策略"}):
 			action = "update_bindings"
-		case containsAny(lower, []string{"修改", "更新", "改", "扫描间隔", "杠杆", "提示词"}):
+		case containsAny(lower, []string{"改名", "重命名", "rename", "名字", "名称", "name"}):
+			action = "update_name"
+		case containsAny(lower, []string{"修改", "更新", "改"}):
 			action = "update"
 		case containsAny(lower, []string{"详情", "配置", "参数", "what", "detail"}):
 			action = "query_detail"
diff --git a/web/src/components/agent/AgentStepPanel.tsx b/web/src/components/agent/AgentStepPanel.tsx
index d2bf6202..acb4f216 100644
--- a/web/src/components/agent/AgentStepPanel.tsx
+++ b/web/src/components/agent/AgentStepPanel.tsx
@@ -18,6 +18,16 @@ export function AgentStepPanel({ steps, visible }: AgentStepPanelProps) {
     return null
   }
 
+  const sanitizedSteps = steps.filter((step) => {
+    const label = step.label.trim().toLowerCase()
+    const detail = (step.detail || '').trim().toLowerCase()
+    return !(label.startsWith('tool:') || detail === 'central_brain')
+  })
+
+  if (sanitizedSteps.length === 0) {
+    return null
+  }
+
   return (
     <div
       style={{
@@ -41,7 +51,7 @@ export function AgentStepPanel({ steps, visible }: AgentStepPanelProps) {
         Live Run
       </div>
       <div style={{ display: 'flex', flexDirection: 'column', gap: 8 }}>
-        {steps.map((step) => {
+        {sanitizedSteps.map((step) => {
           const style = statusStyles[step.status]
           return (
             <div
diff --git a/web/src/components/agent/ChatMessages.tsx b/web/src/components/agent/ChatMessages.tsx
index a53cc4c1..7e9ac4a7 100644
--- a/web/src/components/agent/ChatMessages.tsx
+++ b/web/src/components/agent/ChatMessages.tsx
@@ -10,7 +10,14 @@ interface ChatMessagesProps {
 
 function hasMeaningfulExecutionSteps(steps?: AgentStep[]) {
   if (!steps || steps.length === 0) return false
-  return steps.some((step) => step.status !== 'planning')
+  return steps.some((step) => {
+    const label = step.label.trim().toLowerCase()
+    const detail = (step.detail || '').trim().toLowerCase()
+    if (label.startsWith('tool:') || detail === 'central_brain') {
+      return false
+    }
+    return step.status !== 'planning'
+  })
 }
 
 export const ChatMessages = forwardRef<HTMLDivElement, ChatMessagesProps>(
diff --git a/web/src/components/trader/TraderConfigModal.tsx b/web/src/components/trader/TraderConfigModal.tsx
index 50e22a44..f5408e0d 100644
--- a/web/src/components/trader/TraderConfigModal.tsx
+++ b/web/src/components/trader/TraderConfigModal.tsx
@@ -1,8 +1,7 @@
 import { useState, useEffect } from 'react'
-import type { AIModel, Exchange, CreateTraderRequest, ExchangeAccountStateResponse, Strategy } from '../../types'
+import type { AIModel, Exchange, CreateTraderRequest, Strategy, TraderConfigData } from '../../types'
 import { useLanguage } from '../../contexts/LanguageContext'
 import { t } from '../../i18n/translations'
-import { toast } from 'sonner'
 import { Pencil, Plus, X as IconX, Sparkles, ExternalLink, UserPlus } from 'lucide-react'
 import { httpClient } from '../../lib/httpClient'
 import { NofxSelect } from '../ui/select'
@@ -22,9 +21,6 @@ const EXCHANGE_REGISTRATION_LINKS: Record<string, { url: string; hasReferral?: b
   aster: { url: 'https://www.asterdex.com/en/referral/fdfc0e', hasReferral: true },
   lighter: { url: 'https://app.lighter.xyz/?referral=68151432', hasReferral: true },
 }
-
-import type { TraderConfigData } from '../../types'
-
 // 表单内部状态类型
 interface FormState {
   trader_id?: string
@@ -35,7 +31,6 @@ interface FormState {
   is_cross_margin: boolean
   show_in_competition: boolean
   scan_interval_minutes: number
-  initial_balance?: number
 }
 
 interface TraderConfigModalProps {
@@ -69,8 +64,6 @@ export function TraderConfigModal({
   })
   const [isSaving, setIsSaving] = useState(false)
   const [strategies, setStrategies] = useState<Strategy[]>([])
-  const [isFetchingBalance, setIsFetchingBalance] = useState(false)
-  const [balanceFetchError, setBalanceFetchError] = useState<string>('')
 
   // 获取用户的策略列表
   useEffect(() => {
@@ -125,64 +118,7 @@ export function TraderConfigModal({
   }
 
   const handleExchangeChange = (exchangeId: string) => {
-    setBalanceFetchError('')
-    setFormData((prev) => {
-      if (prev.exchange_id === exchangeId) {
-        return prev
-      }
-
-      const next: FormState = { ...prev, exchange_id: exchangeId }
-
-      // Exchange balance belongs to the selected exchange, not the trader record.
-      // Clear the old baseline so we don't carry Exchange B's balance into Exchange A.
-      if (isEditMode) {
-        next.initial_balance = undefined
-      }
-
-      return next
-    })
-  }
-
-  const handleFetchCurrentBalance = async () => {
-    if (!isEditMode) {
-       setBalanceFetchError(t('fetchBalanceEditModeOnly', language))
-      return
-    }
-
-    if (!formData.exchange_id) {
-      setBalanceFetchError(t('balanceFetchFailed', language))
-      return
-    }
-
-    setIsFetchingBalance(true)
-    setBalanceFetchError('')
-
-    try {
-      const result = await httpClient.get<ExchangeAccountStateResponse>('/api/exchanges/account-state')
-
-      const selectedState = result.data?.states?.[formData.exchange_id]
-      if (result.success && selectedState?.status === 'ok') {
-        const currentBalance =
-          selectedState.total_equity ??
-          selectedState.available_balance ??
-          0
-        setFormData((prev) => ({ ...prev, initial_balance: currentBalance }))
-        toast.success(t('balanceFetched', language))
-      } else {
-        setBalanceFetchError(
-          selectedState?.error_message || result.message || t('balanceFetchFailed', language)
-        )
-      }
-    } catch (error) {
-      console.error(t('balanceFetchFailed', language) + ':', error)
-      setBalanceFetchError(
-        error instanceof Error && error.message
-          ? error.message
-          : t('balanceFetchNetworkError', language)
-      )
-    } finally {
-      setIsFetchingBalance(false)
-    }
+    setFormData((prev) => ({ ...prev, exchange_id: exchangeId }))
   }
 
   const handleSave = async () => {
@@ -200,11 +136,6 @@ export function TraderConfigModal({
         scan_interval_minutes: formData.scan_interval_minutes,
       }
 
-      // 只在编辑模式时包含initial_balance
-      if (isEditMode && formData.initial_balance !== undefined) {
-        saveData.initial_balance = formData.initial_balance
-      }
-
       await onSave(saveData)
     } catch (error) {
        console.error(t('saveFailed', language) + ':', error)
@@ -495,68 +426,26 @@ export function TraderConfigModal({
                 </p>
               </div>
 
-              {/* Initial Balance (Edit mode only) */}
-              {isEditMode && (
-                <div>
-                  <div className="flex items-center justify-between mb-2">
-                    <label className="text-sm text-[#EAECEF]">
-                      {t('initialBalanceLabel', language)}
-                    </label>
-                    <button
-                      type="button"
-                      onClick={handleFetchCurrentBalance}
-                      disabled={isFetchingBalance}
-                      className="px-3 py-1 text-xs bg-[#F0B90B] text-black rounded hover:bg-[#E1A706] transition-colors disabled:bg-[#848E9C] disabled:cursor-not-allowed"
-                    >
-                      {isFetchingBalance ? t('fetching', language) : t('fetchCurrentBalance', language)}
-                    </button>
-                  </div>
-                  <input
-                    type="number"
-                    value={formData.initial_balance || 0}
-                    onChange={(e) =>
-                      handleInputChange(
-                        'initial_balance',
-                        Number(e.target.value)
-                      )
-                    }
-                    className="w-full px-3 py-2 bg-[#0B0E11] border border-[#2B3139] rounded text-[#EAECEF] focus:border-[#F0B90B] focus:outline-none"
-                    min="100"
-                    step="0.01"
-                  />
-                    <p className="text-xs text-[#848E9C] mt-1">
-                      {t('balanceUpdateHint', language)}
-                  </p>
-                  {balanceFetchError && (
-                    <p className="text-xs text-red-500 mt-1">
-                      {balanceFetchError}
-                    </p>
-                  )}
-                </div>
-              )}
+              <div className="p-3 bg-[#1E2329] border border-[#2B3139] rounded flex items-center gap-2">
+                <svg
+                  xmlns="http://www.w3.org/2000/svg"
+                  className="w-4 h-4 text-[#F0B90B]"
+                  viewBox="0 0 24 24"
+                  fill="none"
+                  stroke="currentColor"
+                  strokeWidth="2"
+                  strokeLinecap="round"
+                  strokeLinejoin="round"
+                >
+                  <circle cx="12" cy="12" r="10" />
+                  <line x1="12" x2="12" y1="8" y2="12" />
+                  <line x1="12" x2="12.01" y1="16" y2="16" />
+                </svg>
+                <span className="text-sm text-[#848E9C]">
+                  {t('autoFetchBalanceInfo', language)}
+                </span>
+              </div>
 
-              {/* Create mode info */}
-              {!isEditMode && (
-                <div className="p-3 bg-[#1E2329] border border-[#2B3139] rounded flex items-center gap-2">
-                  <svg
-                    xmlns="http://www.w3.org/2000/svg"
-                    className="w-4 h-4 text-[#F0B90B]"
-                    viewBox="0 0 24 24"
-                    fill="none"
-                    stroke="currentColor"
-                    strokeWidth="2"
-                    strokeLinecap="round"
-                    strokeLinejoin="round"
-                  >
-                    <circle cx="12" cy="12" r="10" />
-                    <line x1="12" x2="12" y1="8" y2="12" />
-                    <line x1="12" x2="12.01" y1="16" y2="16" />
-                  </svg>
-                  <span className="text-sm text-[#848E9C]">
-                    {t('autoFetchBalanceInfo', language)}
-                  </span>
-                </div>
-              )}
             </div>
           </div>
 
diff --git a/web/src/pages/AgentChatPage.tsx b/web/src/pages/AgentChatPage.tsx
index 45c188b3..a04982e1 100644
--- a/web/src/pages/AgentChatPage.tsx
+++ b/web/src/pages/AgentChatPage.tsx
@@ -261,25 +261,6 @@ async function runAgentStream(params: {
                 ),
               storageUserId
             )
-          } else if (eventType === 'tool') {
-            patchMessagesInStore(
-              (prev) =>
-                prev.map((m) =>
-                  m.id === botId
-                    ? {
-                        ...m,
-                        steps: appendStep(m.steps, {
-                          id: `tool-${Date.now()}`,
-                          label: `Tool: ${data}`,
-                          status: 'running',
-                          detail: data,
-                        }),
-                        time: now(),
-                      }
-                    : m
-                ),
-              storageUserId
-            )
           } else if (eventType === 'done') {
             patchMessagesInStore(
               (prev) =>
diff --git a/web/src/types/config.ts b/web/src/types/config.ts
index 2dc49f8e..37fc4203 100644
--- a/web/src/types/config.ts
+++ b/web/src/types/config.ts
@@ -96,7 +96,6 @@ export interface CreateTraderRequest {
   ai_model_id: string
   exchange_id: string
   strategy_id?: string // 策略ID（新版，使用保存的策略配置）
-  initial_balance?: number // 可选：创建时由后端自动获取，编辑时可手动更新
   scan_interval_minutes?: number
   is_cross_margin?: boolean
   show_in_competition?: boolean // 是否在竞技场显示