Merge pull request #110 from Icyoung/dev

【Dev】新增仓位模式的配置、移除config配置的文档描述
2026-07-04 19:41:02 +08:00 · 2025-10-31 13:54:19 +08:00
parent 273cf8fb61 9edcd19caa
commit bdb0080a91
23 changed files with 301 additions and 221 deletions
--- a/CUSTOM_API.md
+++ b/CUSTOM_API.md
@@ -10,7 +10,9 @@

 ## 配置方式

-在 `config.json` 中添加使用自定义 API 的 trader：
+~~在 `config.json` 中添加使用自定义 API 的 trader：~~ 
+
+*注意：现在通过Web界面配置自定义API，不再使用config.json文件*

 ```json
 {
--- a/DOCKER_DEPLOY.en.md
+++ b/DOCKER_DEPLOY.en.md
@@ -49,11 +49,13 @@ docker compose --version  # Docker 24+ includes this, no separate installation n
 ### Step 1: Prepare Configuration File

 ```bash
-# Copy configuration template
-cp config.example.jsonc config.json
+# ~~Copy configuration template~~
+# ~~cp config.example.jsonc config.json~~

-# Edit configuration file with your API keys
-nano config.json  # or use any other editor
+# ~~Edit configuration file with your API keys~~
+# ~~nano config.json  # or use any other editor~~
+
+⚠️ **Note**: Configuration is now done through the web interface, no longer using JSON files.
 ```

 **Required fields:**
@@ -216,7 +218,7 @@ The system automatically persists data to local directories:

 - `./decision_logs/`: AI decision logs
 - `./coin_pool_cache/`: Coin pool cache
- `./config.json`: Configuration file (mounted)
+- ~~`./config.json`: Configuration file (mounted)~~ (Deprecated)

 **Data locations:**
 ```bash
@@ -225,7 +227,7 @@ ls -la decision_logs/
 ls -la coin_pool_cache/

 # Backup data
-tar -czf backup_$(date +%Y%m%d).tar.gz decision_logs/ coin_pool_cache/ config.json
+tar -czf backup_$(date +%Y%m%d).tar.gz decision_logs/ coin_pool_cache/ ~~config.json~~ trading.db

 # Restore data
 tar -xzf backup_20241029.tar.gz
@@ -261,11 +263,13 @@ kill -9 <PID>
 ### Configuration File Not Found

 ```bash
-# Ensure config.json exists
-ls -la config.json
+# ~~Ensure config.json exists~~
+# ~~ls -la config.json~~

-# If not exists, copy template
-cp config.example.jsonc config.json
+# ~~If not exists, copy template~~
+# ~~cp config.example.jsonc config.json~~
+
+*Note: Now using SQLite database for configuration storage, no longer need config.json*
 ```

 ### Health Check Failing
@@ -305,11 +309,13 @@ docker system prune -a --volumes

 ## 🔐 Security Recommendations

-1. **Don't commit config.json to Git**
+1. ~~**Don't commit config.json to Git**~~
   ```bash
-   # Ensure config.json is in .gitignore
-   echo "config.json" >> .gitignore
+   # ~~Ensure config.json is in .gitignore~~
+   # ~~echo "config.json" >> .gitignore~~
   ```
+   
+   *Note: Now using trading.db database, ensure not to commit sensitive data*

 2. **Use environment variables for sensitive data**
   ```yaml
--- a/DOCKER_DEPLOY.md
+++ b/DOCKER_DEPLOY.md
@@ -325,11 +325,13 @@ docker system prune -a --volumes
   - 在生产环境中绝不使用默认值
   - 定期更换（会使现有用户需要重新登录）

-2. **不要将 config.json 提交到 Git**
+2. ~~**不要将 config.json 提交到 Git**~~
   ```bash
-   # 确保 config.json 在 .gitignore 中
-   echo "config.json" >> .gitignore
+   # ~~确保 config.json 在 .gitignore 中~~
+   # ~~echo "config.json" >> .gitignore~~
   ```
+   
+   *注意：现在使用trading.db数据库，请确保不提交敏感数据*

 3. **使用环境变量存储敏感信息**
   ```yaml
--- a/PM2_DEPLOYMENT.md
+++ b/PM2_DEPLOYMENT.md
@@ -206,8 +206,11 @@ go build -o nofx
 ### 后端无法启动

 ```bash
-# 检查 config.json 是否存在
-ls -l config.json
+# ~~检查 config.json 是否存在~~
+# ~~ls -l config.json~~
+
+# 检查数据库文件是否存在
+ls -l trading.db

 # 检查权限
 chmod +x nofx
--- a/README.md
+++ b/README.md
@@ -79,7 +79,7 @@ A Binance-compatible decentralized perpetual futures exchange!
 1. Visit [Aster API Wallet](https://www.asterdex.com/en/api-wallet)
 2. Connect your main wallet and create an API wallet
 3. Copy the API Signer address and Private Key
-4. Set `"exchange": "aster"` in config.json
+4. ~~Set `"exchange": "aster"` in config.json~~ *Configure through web interface*
 5. Add `"aster_user"`, `"aster_signer"`, and `"aster_private_key"`

 ---
@@ -156,7 +156,7 @@ A Binance-compatible decentralized perpetual futures exchange!
 ```
 nofx/
 ├── main.go                          # Program entry (multi-trader manager)
-├── config.json                      # Configuration file (API keys, multi-trader config)
+├── ~~config.json~~                      # ~~Configuration file (API keys, multi-trader config)~~ (Deprecated: Use web interface)
 │
 ├── api/                            # HTTP API service
 │   └── server.go                   # Gin framework, RESTful API
@@ -232,7 +232,7 @@ Before using this system, you need a Binance Futures account. **Use our referral
 5. **Create API Key**:
   - Go to Account → API Management
   - Create new API key, **enable "Futures" permission**
-   - Save API Key and Secret Key (needed for config.json)
+   - Save API Key and Secret Key (~~needed for config.json~~) *needed for web interface*
   - **Important**: Whitelist your IP address for security

 ### Fee Discount Benefits:
@@ -251,14 +251,15 @@ Before using this system, you need a Binance Futures account. **Use our referral

 Docker automatically handles all dependencies (Go, Node.js, TA-Lib, SQLite) and environment setup.

-#### Step 1: Prepare Configuration
+#### ~~Step 1: Prepare Configuration~~ (Deprecated)
 ```bash
-# Copy configuration template
-cp config.example.jsonc config.json
+# ~~Copy configuration template~~
+# ~~cp config.example.jsonc config.json~~

-# Edit and fill in your API keys
-nano config.json  # or use any editor
+# ~~Edit and fill in your API keys~~
+# ~~nano config.json  # or use any editor~~
 ```
+⚠️ **Note**: Configuration is now done through the web interface, not JSON files.

 #### Step 2: One-Click Start
 ```bash
@@ -471,7 +472,7 @@ Open your browser and visit: **🌐 http://localhost:3000**
 3. **Remove the `0x` prefix** from the key
 4. Fund your wallet on [Hyperliquid](https://hyperliquid.xyz)

-**Step 2**: Configure `config.json` for Hyperliquid
+**Step 2**: ~~Configure `config.json` for Hyperliquid~~ *Configure through web interface*

 ```json
 {
@@ -525,7 +526,7 @@ Open your browser and visit: **🌐 http://localhost:3000**
   - API Wallet address (Signer)
   - API Wallet Private Key (⚠️ shown only once!)

-**Step 2**: Configure `config.json` for Aster
+**Step 2**: ~~Configure `config.json` for Aster~~ *Configure through web interface*

 ```json
 {
@@ -643,8 +644,10 @@ For running multiple AI traders competing against each other:
 | `oi_top_api_url` | Open interest API<br>*Optional supplement data* | `""` (empty) | ❌ No |
 | `api_server_port` | Web dashboard port | `8080` | ✅ Yes |

-**Default Trading Coins** (when `use_default_coins: true`):
- BTC, ETH, SOL, BNB, XRP, DOGE, ADA, HYPE
+~~**Default Trading Coins** (when `use_default_coins: true`):
+- BTC, ETH, SOL, BNB, XRP, DOGE, ADA, HYPE~~
+
+*Note: Trading coins are now configured through the web interface*

 ---

@@ -654,14 +657,16 @@ For running multiple AI traders competing against each other:

 The leverage settings control the maximum leverage the AI can use for each trade. This is crucial for risk management, especially for Binance subaccounts which have leverage restrictions.

-**Configuration format:**
+~~**Configuration format:**~~

-```json
+~~```json
 "leverage": {
  "btc_eth_leverage": 5,    // Maximum leverage for BTC and ETH
  "altcoin_leverage": 5      // Maximum leverage for all other coins
 }
-```
+```~~
+
+*Note: Leverage is now configured through the web interface*

 **⚠️ Important: Binance Subaccount Restrictions**

@@ -680,21 +685,23 @@ The leverage settings control the maximum leverage the AI can use for each trade

 **Examples:**

-**Safe configuration (subaccount or conservative):**
-```json
+~~**Safe configuration (subaccount or conservative):**~~
+~~```json
 "leverage": {
  "btc_eth_leverage": 5,
  "altcoin_leverage": 5
 }
-```
+```~~

-**Aggressive configuration (main account only):**
-```json
+~~**Aggressive configuration (main account only):**~~
+~~```json
 "leverage": {
  "btc_eth_leverage": 20,
  "altcoin_leverage": 15
 }
-```
+```~~
+
+*Note: Leverage configuration is now done through the web interface*

 **How AI uses leverage:**

@@ -777,7 +784,7 @@ go build -o nofx
 |--------------|----------|
 | `invalid API key` | Check your Binance API key in config.json |
 | `TA-Lib not found` | Run `brew install ta-lib` (macOS) |
-| `port 8080 already in use` | Change `api_server_port` in config.json |
+| `port 8080 already in use` | ~~Change `api_server_port` in config.json~~ *Change `API_PORT` in .env file* |
 | `DeepSeek API error` | Verify your DeepSeek API key and balance |

 **✅ Backend is running correctly when you see:**
@@ -1177,7 +1184,7 @@ sudo apt-get install libta-lib0-dev
 **Solution**:
 - Coin pool API is optional
 - If API fails, system uses default mainstream coins (BTC, ETH, etc.)
- Check API URL and auth parameter in config.json
+- ~~Check API URL and auth parameter in config.json~~ *Check configuration in web interface*

 ---

@@ -1236,7 +1243,7 @@ This is a **major breaking update** that completely transforms NOFX from a stati
 - ✅ **Code Organization**: Better separation between database, API, and business logic

 **Migration Notes:**
- ⚠️ **Breaking Change**: Old `config.json` files are no longer used
+- ⚠️ **Breaking Change**: Old ~~`config.json`~~ files are no longer used
 - ⚠️ **Fresh Start**: All configurations must be redone through web interface
 - ✅ **Easier Setup**: Web-based configuration is much more user-friendly
 - ✅ **Better UX**: No more server restarts for configuration changes
--- a/README.ru.md
+++ b/README.ru.md
@@ -694,7 +694,7 @@ go build -o nofx
 |---------------------|---------|
 | `invalid API key` | Проверьте Binance API ключи в config.json |
 | `TA-Lib not found` | Выполните `brew install ta-lib` (macOS) |
-| `port 8080 already in use` | Измените `api_server_port` в config.json |
+| `port 8080 already in use` | ~~Измените `api_server_port` в config.json~~ *Измените `API_PORT` в файле .env* |
 | `DeepSeek API error` | Проверьте DeepSeek API ключ и баланс |

 **✅ Признаки работы Backend:**
--- a/README.uk.md
+++ b/README.uk.md
@@ -694,7 +694,7 @@ go build -o nofx
 |--------------------------|---------|
 | `invalid API key` | Перевірте Binance API ключі в config.json |
 | `TA-Lib not found` | Виконайте `brew install ta-lib` (macOS) |
-| `port 8080 already in use` | Змініть `api_server_port` в config.json |
+| `port 8080 already in use` | ~~Змініть `api_server_port` в config.json~~ *Змініть `API_PORT` у файлі .env* |
 | `DeepSeek API error` | Перевірте DeepSeek API ключ та баланс |

 **✅ Ознаки роботи Backend:**
--- a/README.zh-CN.md
+++ b/README.zh-CN.md
@@ -46,7 +46,7 @@ NOFX现已支持**三大交易所**：Binance、Hyperliquid和Aster DEX！

 **快速开始：**
 1. 获取你的MetaMask私钥（去掉`0x`前缀）
-2. 在config.json中设置`"exchange": "hyperliquid"`
+2. ~~在config.json中设置`"exchange": "hyperliquid"`~~ *通过Web界面配置*
 3. 添加`"hyperliquid_private_key": "your_key"`
 4. 开始交易！

@@ -73,7 +73,7 @@ NOFX现已支持**三大交易所**：Binance、Hyperliquid和Aster DEX！
 1. 访问[Aster API钱包](https://www.asterdex.com/en/api-wallet)
 2. 连接你的主钱包并创建API钱包
 3. 复制API Signer地址和私钥
-4. 在config.json中设置`"exchange": "aster"`
+4. ~~在config.json中设置`"exchange": "aster"`~~ *通过Web界面配置*
 5. 添加`"aster_user"`、`"aster_signer"`和`"aster_private_key"`

 ---
@@ -150,7 +150,7 @@ NOFX现已支持**三大交易所**：Binance、Hyperliquid和Aster DEX！
 ```
 nofx/
 ├── main.go                          # 程序入口（多trader管理器）
-├── config.json                      # 配置文件（API密钥、多trader配置）
+├── ~~config.json~~                      # ~~配置文件（API密钥、多trader配置）~~ (已弃用：使用Web界面)
 │
 ├── api/                            # HTTP API服务
 │   └── server.go                   # Gin框架，RESTful API
@@ -226,7 +226,7 @@ nofx/
 5. **创建API密钥**：
   - 进入账户 → API管理
   - 创建新的API密钥，**务必勾选"合约"权限**
-   - 保存API Key和Secret Key（config.json中需要）
+   - 保存API Key和Secret Key（~~config.json中需要~~ *Web界面中需要*）
   - **重要**：添加IP白名单以确保安全

 ### 手续费优惠说明：
@@ -245,14 +245,15 @@ nofx/

 Docker会自动处理所有依赖（Go、Node.js、TA-Lib）和环境配置，完美适合新手！

-#### 步骤1：准备配置文件
+#### ~~步骤1：准备配置文件~~ (已弃用)
 ```bash
-# 复制配置文件模板
-cp config.example.jsonc config.json
+# ~~复制配置文件模板~~
+# ~~cp config.example.jsonc config.json~~

-# 编辑并填入你的API密钥
-nano config.json  # 或使用其他编辑器
+# ~~编辑并填入你的API密钥~~
+# ~~nano config.json  # 或使用其他编辑器~~
 ```
+⚠️ **注意**: 现在通过Web界面进行配置，不再使用JSON文件。

 #### 步骤2：一键启动
 ```bash
@@ -382,13 +383,15 @@ cd ..

 #### 🌟 新手模式配置（推荐）

-**步骤1**：复制并重命名示例配置文件
+~~**步骤1**：复制并重命名示例配置文件~~

-```bash
+~~```bash
 cp config.example.jsonc config.json
-```
+```~~

-**步骤2**：编辑`config.json`填入您的API密钥
+~~**步骤2**：编辑`config.json`填入您的API密钥~~ 
+
+*现在通过Web界面配置，无需编辑JSON文件*

 ```json
 {
@@ -453,7 +456,7 @@ cp config.example.jsonc config.json
 3. **去掉`0x`前缀**
 4. 在[Hyperliquid](https://hyperliquid.xyz)上为钱包充值

-**步骤2**：为Hyperliquid配置`config.json`
+~~**步骤2**：为Hyperliquid配置`config.json`~~ *通过Web界面配置*

 ```json
 {
@@ -507,7 +510,7 @@ cp config.example.jsonc config.json
   - API钱包地址（Signer）
   - API钱包私钥（⚠️ 仅显示一次！）

-**步骤2**：为Aster配置`config.json`
+~~**步骤2**：为Aster配置`config.json`~~ *通过Web界面配置*

 ```json
 {
@@ -755,9 +758,9 @@ go build -o nofx

 | 错误信息 | 解决方案 |
 |---------|---------|
-| `invalid API key` | 检查config.json中的币安API密钥 |
+| `invalid API key` | ~~检查config.json中的币安API密钥~~ *检查Web界面中的API密钥* |
 | `TA-Lib not found` | 运行`brew install ta-lib`（macOS） |
-| `port 8080 already in use` | 修改config.json中的`api_server_port` |
+| `port 8080 already in use` | ~~修改config.json中的`api_server_port`~~ *修改.env文件中的`API_PORT`* |
 | `DeepSeek API error` | 验证DeepSeek API密钥和余额 |

 **✅ 后端运行正常的标志：**
@@ -1194,7 +1197,7 @@ sudo apt-get install libta-lib0-dev
 **解决**:
 - 币种池API是可选的
 - 如果API失败，系统会使用默认主流币种（BTC、ETH等）
- 检查config.json中的API URL和auth参数
+- ~~检查config.json中的API URL和auth参数~~ *检查Web界面中的配置*

 ---

--- a/api/server.go
+++ b/api/server.go
@@ -170,6 +170,7 @@ type CreateTraderRequest struct {
 	InitialBalance float64 `json:"initial_balance"`
 	CustomPrompt   string  `json:"custom_prompt"`
 	OverrideBasePrompt bool `json:"override_base_prompt"`
+	IsCrossMargin  *bool   `json:"is_cross_margin"` // 指针类型，nil表示使用默认值true
 }

 type ModelConfig struct {
@@ -222,6 +223,12 @@ func (s *Server) handleCreateTrader(c *gin.Context) {
 	// 生成交易员ID
 	traderID := fmt.Sprintf("%s_%s_%d", req.ExchangeID, req.AIModelID, time.Now().Unix())
 	
+	// 设置默认值
+	isCrossMargin := true // 默认为全仓模式
+	if req.IsCrossMargin != nil {
+		isCrossMargin = *req.IsCrossMargin
+	}
+	
    // 创建交易员配置（数据库实体）
    trader := &config.TraderRecord{
 		ID:                  traderID,
@@ -232,6 +239,7 @@ func (s *Server) handleCreateTrader(c *gin.Context) {
 		InitialBalance:      req.InitialBalance,
 		CustomPrompt:        req.CustomPrompt,
 		OverrideBasePrompt:  req.OverrideBasePrompt,
+		IsCrossMargin:       isCrossMargin,
 		ScanIntervalMinutes: 3, // 默认3分钟
 		IsRunning:           false,
 	}
--- a/config.example.jsonc
+++ b/config.example.jsonc
@@ -1,80 +0,0 @@
-{
-  "traders": [
-    {
-      "id": "hyperliquid_deepseek",
-      "name": "Hyperliquid DeepSeek Trader",
-      "ai_model": "deepseek",
-      "exchange": "hyperliquid",
-      "hyperliquid_private_key": "your_ethereum_private_key_without_0x_prefix",
-      "hyperliquid_wallet_addr": "your_ethereum_address",
-      "hyperliquid_testnet": false,
-      "deepseek_key": "your_deepseek_api_key",
-      "initial_balance": 1000,
-      "scan_interval_minutes": 3
-    },
-    {
-      "id": "binance_qwen",
-      "name": "Binance Qwen Trader",
-      "ai_model": "qwen",
-      "exchange": "binance",
-      "binance_api_key": "your_binance_api_key",
-      "binance_secret_key": "your_binance_secret_key",
-      "qwen_key": "your_qwen_api_key",
-      "initial_balance": 1000,
-      "scan_interval_minutes": 3
-    },
-    {
-      "id": "binance_custom",
-      "name": "Binance Custom API Trader",
-      "ai_model": "custom",
-      "exchange": "binance",
-      "binance_api_key": "your_binance_api_key",
-      "binance_secret_key": "your_binance_secret_key",
-      "custom_api_url": "https://api.openai.com/v1",
-      "custom_api_key": "sk-your-api-key",
-      "custom_model_name": "gpt-4o",
-      "initial_balance": 1000,
-      "scan_interval_minutes": 3
-    },
-    {
-      "id": "aster_deepseek",
-      "name": "Aster DeepSeek Trader",
-      "ai_model": "deepseek",
-      "exchange": "aster",
-
-      // 注意请仔细阅读这三个提示 请进入https://www.asterdex.com/en/api-wallet网站 -> 选择专业api -> 创建新api获取以下信息
-      // user: 主钱包地址 (登录地址/连接到aster的钱包地址)
-      // signer: API钱包地址 (点击生成地址后生成的地址)
-      // privateKey: API钱包私钥 (生成地址对应的私钥)
-
-      "aster_user": "0x63DD5aCC6b1aa0f563956C0e534DD30B6dcF7C4e", 
-      "aster_signer": "0x21cF8Ae13Bb72632562c6Fff438652Ba1a151bb0",
-      "aster_private_key": "your_aster_api_wallet_private_key_without_0x_prefix",
-
-      "deepseek_key": "your_deepseek_api_key",
-      "initial_balance": 1000.0,
-      "scan_interval_minutes": 3
-    }
-  ],
-  "leverage": {
-    "btc_eth_leverage": 5,
-    "altcoin_leverage": 5
-  },
-  "use_default_coins": true,
-  "default_coins": [
-    "BTCUSDT",
-    "ETHUSDT",
-    "SOLUSDT",
-    "BNBUSDT",
-    "XRPUSDT",
-    "DOGEUSDT",
-    "ADAUSDT",
-    "HYPEUSDT"
-  ],
-  "coin_pool_api_url": "",
-  "oi_top_api_url": "",
-  "api_server_port": 8080,
-  "max_daily_loss": 10.0,
-  "max_drawdown": 20.0,
-  "stop_trading_minutes": 60
-}
--- a/config/database.go
+++ b/config/database.go
@@ -153,6 +153,7 @@ func (d *Database) createTables() error {
 		`ALTER TABLE exchanges ADD COLUMN aster_private_key TEXT DEFAULT ''`,
 		`ALTER TABLE traders ADD COLUMN custom_prompt TEXT DEFAULT ''`,
 		`ALTER TABLE traders ADD COLUMN override_base_prompt BOOLEAN DEFAULT 0`,
+		`ALTER TABLE traders ADD COLUMN is_cross_margin BOOLEAN DEFAULT 1`, // 默认为全仓模式
 	}

 	for _, query := range alterQueries {
@@ -369,6 +370,7 @@ type TraderRecord struct {
 	IsRunning          bool      `json:"is_running"`
 	CustomPrompt       string    `json:"custom_prompt"` // 自定义交易策略prompt
 	OverrideBasePrompt bool   `json:"override_base_prompt"` // 是否覆盖基础prompt
+	IsCrossMargin      bool   `json:"is_cross_margin"` // 是否为全仓模式（true=全仓，false=逐仓）
 	CreatedAt          time.Time `json:"created_at"`
 	UpdatedAt          time.Time `json:"updated_at"`
 }
@@ -656,9 +658,9 @@ func (d *Database) CreateExchange(userID, id, name, typ string, enabled bool, ap
 // CreateTrader 创建交易员
 func (d *Database) CreateTrader(trader *TraderRecord) error {
 	_, err := d.db.Exec(`
-		INSERT INTO traders (id, user_id, name, ai_model_id, exchange_id, initial_balance, scan_interval_minutes, is_running, custom_prompt, override_base_prompt)
-		VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?)
-	`, trader.ID, trader.UserID, trader.Name, trader.AIModelID, trader.ExchangeID, trader.InitialBalance, trader.ScanIntervalMinutes, trader.IsRunning, trader.CustomPrompt, trader.OverrideBasePrompt)
+		INSERT INTO traders (id, user_id, name, ai_model_id, exchange_id, initial_balance, scan_interval_minutes, is_running, custom_prompt, override_base_prompt, is_cross_margin)
+		VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)
+	`, trader.ID, trader.UserID, trader.Name, trader.AIModelID, trader.ExchangeID, trader.InitialBalance, trader.ScanIntervalMinutes, trader.IsRunning, trader.CustomPrompt, trader.OverrideBasePrompt, trader.IsCrossMargin)
 	return err
 }

@@ -666,7 +668,8 @@ func (d *Database) CreateTrader(trader *TraderRecord) error {
 func (d *Database) GetTraders(userID string) ([]*TraderRecord, error) {
 	rows, err := d.db.Query(`
 		SELECT id, user_id, name, ai_model_id, exchange_id, initial_balance, scan_interval_minutes, is_running, 
-		       COALESCE(custom_prompt, '') as custom_prompt, COALESCE(override_base_prompt, 0) as override_base_prompt, created_at, updated_at
+		       COALESCE(custom_prompt, '') as custom_prompt, COALESCE(override_base_prompt, 0) as override_base_prompt, 
+		       COALESCE(is_cross_margin, 1) as is_cross_margin, created_at, updated_at
 		FROM traders WHERE user_id = ? ORDER BY created_at DESC
 	`, userID)
 	if err != nil {
@@ -680,7 +683,8 @@ func (d *Database) GetTraders(userID string) ([]*TraderRecord, error) {
 		err := rows.Scan(
 			&trader.ID, &trader.UserID, &trader.Name, &trader.AIModelID, &trader.ExchangeID,
 			&trader.InitialBalance, &trader.ScanIntervalMinutes, &trader.IsRunning,
-			&trader.CustomPrompt, &trader.OverrideBasePrompt, &trader.CreatedAt, &trader.UpdatedAt,
+			&trader.CustomPrompt, &trader.OverrideBasePrompt, &trader.IsCrossMargin,
+			&trader.CreatedAt, &trader.UpdatedAt,
 		)
 		if err != nil {
 			return nil, err
--- a/manager/trader_manager.go
+++ b/manager/trader_manager.go
@@ -154,6 +154,7 @@ func (tm *TraderManager) addTraderFromDB(traderCfg *config.TraderRecord, aiModel
 		MaxDailyLoss:          maxDailyLoss,
 		MaxDrawdown:           maxDrawdown,
 		StopTradingTime:       time.Duration(stopTradingMinutes) * time.Minute,
+		IsCrossMargin:         traderCfg.IsCrossMargin,
 	}

 	// 根据交易所类型设置API密钥
@@ -228,6 +229,7 @@ func (tm *TraderManager) AddTraderFromDB(traderCfg *config.TraderRecord, aiModel
 		MaxDailyLoss:          maxDailyLoss,
 		MaxDrawdown:           maxDrawdown,
 		StopTradingTime:       time.Duration(stopTradingMinutes) * time.Minute,
+		IsCrossMargin:         traderCfg.IsCrossMargin,
 	}

 	// 根据交易所类型设置API密钥
@@ -560,6 +562,7 @@ func (tm *TraderManager) loadSingleTrader(traderCfg *config.TraderRecord, aiMode
 		MaxDailyLoss:          maxDailyLoss,
 		MaxDrawdown:           maxDrawdown,
 		StopTradingTime:       time.Duration(stopTradingMinutes) * time.Minute,
+		IsCrossMargin:         traderCfg.IsCrossMargin,
 	}

 	// 根据交易所类型设置API密钥
--- a/start.sh
+++ b/start.sh
@@ -78,24 +78,14 @@ check_env() {
 }

 # ------------------------------------------------------------------------
-# Validation: Configuration File (config.json)
+# Validation: Database File (trading.db)
 # ------------------------------------------------------------------------
-check_config() {
-    if [ ! -f "config.json" ]; then
-        print_warning "config.json 不存在，正在从 config.example.jsonc 生成..."
-
-        # 生成 config.json（安全去除 JSONC 注释，不破坏 https://）
-        perl -0777 -pe 's:/\*.*?\*/::gs' config.example.jsonc \
-          | sed -E 's/^[[:space:]]*\/\/.*$//' \
-          | jq '.' > config.json
-
-        print_success "已生成 config.json"
-        print_info "请编辑 config.json 填入你的 API 密钥"
-        print_info "运行: nano config.json 或使用其他编辑器"
-        exit 1
+check_database() {
+    if [ ! -f "trading.db" ]; then
+        print_info "数据库文件不存在，系统将在启动时自动创建"
+    else
+        print_success "数据库文件存在"
    fi
-
-    print_success "配置文件存在"
 }

 # ------------------------------------------------------------------------
@@ -253,7 +243,7 @@ main() {
    case "${1:-start}" in
        start)
            check_env
-            check_config
+            check_database
            start "$2"
            ;;
        stop)
--- a/trader/aster_trader.go
+++ b/trader/aster_trader.go
@@ -819,6 +819,38 @@ func (t *AsterTrader) CloseShort(symbol string, quantity float64) (map[string]in
 	return result, nil
 }

+// SetMarginMode 设置仓位模式
+func (t *AsterTrader) SetMarginMode(symbol string, isCrossMargin bool) error {
+	// Aster支持仓位模式设置
+	// API格式与币安相似：CROSSED(全仓) / ISOLATED(逐仓)
+	marginType := "CROSSED"
+	if !isCrossMargin {
+		marginType = "ISOLATED"
+	}
+	
+	params := map[string]interface{}{
+		"symbol":     symbol,
+		"marginType": marginType,
+	}
+	
+	// 使用request方法调用API
+	_, err := t.request("POST", "/fapi/v3/marginType", params)
+	if err != nil {
+		// 如果错误表示无需更改，忽略错误
+		if strings.Contains(err.Error(), "No need to change") || 
+		   strings.Contains(err.Error(), "Margin type cannot be changed") {
+			log.Printf("  ✓ %s 仓位模式已是 %s 或有持仓无法更改", symbol, marginType)
+			return nil
+		}
+		log.Printf("  ⚠️ 设置仓位模式失败: %v", err)
+		// 不返回错误，让交易继续
+		return nil
+	}
+	
+	log.Printf("  ✓ %s 仓位模式已设置为 %s", symbol, marginType)
+	return nil
+}
+
 // SetLeverage 设置杠杆倍数
 func (t *AsterTrader) SetLeverage(symbol string, leverage int) error {
 	params := map[string]interface{}{
--- a/trader/auto_trader.go
+++ b/trader/auto_trader.go
@@ -63,6 +63,9 @@ type AutoTraderConfig struct {
 	MaxDailyLoss    float64       // 最大日亏损百分比（提示）
 	MaxDrawdown     float64       // 最大回撤百分比（提示）
 	StopTradingTime time.Duration // 触发风控后暂停时长
+
+	// 仓位模式
+	IsCrossMargin bool // true=全仓模式, false=逐仓模式
 }

 // AutoTrader 自动交易器
@@ -135,6 +138,13 @@ func NewAutoTrader(config AutoTraderConfig) (*AutoTrader, error) {
 	var trader Trader
 	var err error

+	// 记录仓位模式（通用）
+	marginModeStr := "全仓"
+	if !config.IsCrossMargin {
+		marginModeStr = "逐仓"
+	}
+	log.Printf("📊 [%s] 仓位模式: %s", config.Name, marginModeStr)
+
 	switch config.Exchange {
 	case "binance":
 		log.Printf("🏦 [%s] 使用币安合约交易", config.Name)
@@ -589,6 +599,12 @@ func (at *AutoTrader) executeOpenLongWithRecord(decision *decision.Decision, act
 	actionRecord.Quantity = quantity
 	actionRecord.Price = marketData.CurrentPrice

+	// 设置仓位模式
+	if err := at.trader.SetMarginMode(decision.Symbol, at.config.IsCrossMargin); err != nil {
+		log.Printf("  ⚠️ 设置仓位模式失败: %v", err)
+		// 继续执行，不影响交易
+	}
+
 	// 开仓
 	order, err := at.trader.OpenLong(decision.Symbol, quantity, decision.Leverage)
 	if err != nil {
@@ -642,6 +658,12 @@ func (at *AutoTrader) executeOpenShortWithRecord(decision *decision.Decision, ac
 	actionRecord.Quantity = quantity
 	actionRecord.Price = marketData.CurrentPrice

+	// 设置仓位模式
+	if err := at.trader.SetMarginMode(decision.Symbol, at.config.IsCrossMargin); err != nil {
+		log.Printf("  ⚠️ 设置仓位模式失败: %v", err)
+		// 继续执行，不影响交易
+	}
+
 	// 开仓
 	order, err := at.trader.OpenShort(decision.Symbol, quantity, decision.Leverage)
 	if err != nil {
@@ -885,7 +907,7 @@ func (at *AutoTrader) GetPositions() ([]map[string]interface{}, error) {

 		// 计算占用保证金
 		marginUsed := (quantity * markPrice) / float64(leverage)
-		
+
 		// 计算盈亏百分比（基于保证金）
 		// 收益率 = 未实现盈亏 / 保证金 × 100%
 		pnlPct := 0.0
--- a/trader/binance_futures.go
+++ b/trader/binance_futures.go
@@ -131,6 +131,46 @@ func (t *FuturesTrader) GetPositions() ([]map[string]interface{}, error) {
 	return result, nil
 }

+// SetMarginMode 设置仓位模式
+func (t *FuturesTrader) SetMarginMode(symbol string, isCrossMargin bool) error {
+	var marginType futures.MarginType
+	if isCrossMargin {
+		marginType = futures.MarginTypeCrossed
+	} else {
+		marginType = futures.MarginTypeIsolated
+	}
+	
+	// 尝试设置仓位模式
+	err := t.client.NewChangeMarginTypeService().
+		Symbol(symbol).
+		MarginType(marginType).
+		Do(context.Background())
+	
+	marginModeStr := "全仓"
+	if !isCrossMargin {
+		marginModeStr = "逐仓"
+	}
+	
+	if err != nil {
+		// 如果错误信息包含"No need to change"，说明仓位模式已经是目标值
+		if contains(err.Error(), "No need to change margin type") {
+			log.Printf("  ✓ %s 仓位模式已是 %s", symbol, marginModeStr)
+			return nil
+		}
+		// 如果有持仓，无法更改仓位模式，但不影响交易
+		if contains(err.Error(), "Margin type cannot be changed if there exists position") {
+			log.Printf("  ⚠️ %s 有持仓，无法更改仓位模式，继续使用当前模式", symbol)
+			return nil
+		}
+		log.Printf("  ⚠️ 设置仓位模式失败: %v", err)
+		// 不返回错误，让交易继续
+		return nil
+	}
+	
+	log.Printf("  ✓ %s 仓位模式已设置为 %s", symbol, marginModeStr)
+	return nil
+}
+
 // SetLeverage 设置杠杆（智能判断+冷却期）
 func (t *FuturesTrader) SetLeverage(symbol string, leverage int) error {
 	// 先尝试获取当前杠杆（从持仓信息）
@@ -177,31 +217,6 @@ func (t *FuturesTrader) SetLeverage(symbol string, leverage int) error {
 	return nil
 }

-// SetMarginType 设置保证金模式
-func (t *FuturesTrader) SetMarginType(symbol string, marginType futures.MarginType) error {
-	err := t.client.NewChangeMarginTypeService().
-		Symbol(symbol).
-		MarginType(marginType).
-		Do(context.Background())
-
-	if err != nil {
-		// 如果已经是该模式，不算错误
-		if contains(err.Error(), "No need to change") {
-			log.Printf("  ✓ %s 保证金模式已是 %s", symbol, marginType)
-			return nil
-		}
-		return fmt.Errorf("设置保证金模式失败: %w", err)
-	}
-
-	log.Printf("  ✓ %s 保证金模式已切换为 %s", symbol, marginType)
-
-	// 切换保证金模式后等待3秒（避免冷却期错误）
-	log.Printf("  ⏱ 等待3秒冷却期...")
-	time.Sleep(3 * time.Second)
-
-	return nil
-}
-
 // OpenLong 开多仓
 func (t *FuturesTrader) OpenLong(symbol string, quantity float64, leverage int) (map[string]interface{}, error) {
 	// 先取消该币种的所有委托单（清理旧的止损止盈单）
@@ -214,10 +229,7 @@ func (t *FuturesTrader) OpenLong(symbol string, quantity float64, leverage int)
 		return nil, err
 	}

-	// 设置逐仓模式
-	if err := t.SetMarginType(symbol, futures.MarginTypeIsolated); err != nil {
-		return nil, err
-	}
+	// 注意：仓位模式应该由调用方（AutoTrader）在开仓前通过 SetMarginMode 设置

 	// 格式化数量到正确精度
 	quantityStr, err := t.FormatQuantity(symbol, quantity)
@@ -260,10 +272,7 @@ func (t *FuturesTrader) OpenShort(symbol string, quantity float64, leverage int)
 		return nil, err
 	}

-	// 设置逐仓模式
-	if err := t.SetMarginType(symbol, futures.MarginTypeIsolated); err != nil {
-		return nil, err
-	}
+	// 注意：仓位模式应该由调用方（AutoTrader）在开仓前通过 SetMarginMode 设置

 	// 格式化数量到正确精度
 	quantityStr, err := t.FormatQuantity(symbol, quantity)
--- a/trader/hyperliquid_trader.go
+++ b/trader/hyperliquid_trader.go
@@ -13,10 +13,11 @@ import (

 // HyperliquidTrader Hyperliquid交易器
 type HyperliquidTrader struct {
-	exchange   *hyperliquid.Exchange
-	ctx        context.Context
-	walletAddr string
-	meta       *hyperliquid.Meta // 缓存meta信息（包含精度等）
+	exchange      *hyperliquid.Exchange
+	ctx           context.Context
+	walletAddr    string
+	meta          *hyperliquid.Meta // 缓存meta信息（包含精度等）
+	isCrossMargin bool             // 是否为全仓模式
 }

 // NewHyperliquidTrader 创建Hyperliquid交易器
@@ -63,10 +64,11 @@ func NewHyperliquidTrader(privateKeyHex string, walletAddr string, testnet bool)
 	}

 	return &HyperliquidTrader{
-		exchange:   exchange,
-		ctx:        ctx,
-		walletAddr: walletAddr,
-		meta:       meta,
+		exchange:      exchange,
+		ctx:           ctx,
+		walletAddr:    walletAddr,
+		meta:          meta,
+		isCrossMargin: true, // 默认使用全仓模式
 	}, nil
 }

@@ -187,13 +189,26 @@ func (t *HyperliquidTrader) GetPositions() ([]map[string]interface{}, error) {
 	return result, nil
 }

+// SetMarginMode 设置仓位模式 (在SetLeverage时一并设置)
+func (t *HyperliquidTrader) SetMarginMode(symbol string, isCrossMargin bool) error {
+	// Hyperliquid的仓位模式在SetLeverage时设置，这里只记录
+	t.isCrossMargin = isCrossMargin
+	marginModeStr := "全仓"
+	if !isCrossMargin {
+		marginModeStr = "逐仓"
+	}
+	log.Printf("  ✓ %s 将使用 %s 模式", symbol, marginModeStr)
+	return nil
+}
+
 // SetLeverage 设置杠杆
 func (t *HyperliquidTrader) SetLeverage(symbol string, leverage int) error {
 	// Hyperliquid symbol格式（去掉USDT后缀）
 	coin := convertSymbolToHyperliquid(symbol)

 	// 调用UpdateLeverage (leverage int, name string, isCross bool)
-	_, err := t.exchange.UpdateLeverage(t.ctx, leverage, coin, false) // false = 逐仓模式
+	// 第三个参数: true=全仓模式, false=逐仓模式
+	_, err := t.exchange.UpdateLeverage(t.ctx, leverage, coin, t.isCrossMargin)
 	if err != nil {
 		return fmt.Errorf("设置杠杆失败: %w", err)
 	}
--- a/trader/interface.go
+++ b/trader/interface.go
@@ -24,6 +24,9 @@ type Trader interface {
 	// SetLeverage 设置杠杆
 	SetLeverage(symbol string, leverage int) error

+	// SetMarginMode 设置仓位模式 (true=全仓, false=逐仓)
+	SetMarginMode(symbol string, isCrossMargin bool) error
+
 	// GetMarketPrice 获取市场价格
 	GetMarketPrice(symbol string) (float64, error)

--- a/web/src/App.tsx
+++ b/web/src/App.tsx
@@ -73,11 +73,11 @@ function App() {
    return () => window.removeEventListener('hashchange', handleHashChange);
  }, []);

-  // 切换页面时更新URL hash
-  const navigateToPage = (page: Page) => {
-    setCurrentPage(page);
-    window.location.hash = page === 'competition' ? '' : 'trader';
-  };
+  // 切换页面时更新URL hash (当前通过按钮直接调用setCurrentPage，这个函数暂时保留用于未来扩展)
+  // const navigateToPage = (page: Page) => {
+  //   setCurrentPage(page);
+  //   window.location.hash = page === 'competition' ? '' : 'trader';
+  // };

  // 获取trader列表
  const { data: traders } = useSWR<TraderInfo[]>('traders', api.getTraders, {
--- a/web/src/components/AITradersPage.tsx
+++ b/web/src/components/AITradersPage.tsx
@@ -99,7 +99,7 @@ export function AITradersPage({ onTraderSelect }: AITradersPageProps) {
    return traders?.some(t => t.exchange_id === exchangeId && t.is_running) || false;
  };

-  const handleCreateTrader = async (modelId: string, exchangeId: string, name: string, initialBalance: number, customPrompt?: string, overrideBase?: boolean) => {
+  const handleCreateTrader = async (modelId: string, exchangeId: string, name: string, initialBalance: number, customPrompt?: string, overrideBase?: boolean, isCrossMargin?: boolean) => {
    try {
      const model = allModels?.find(m => m.id === modelId);
      const exchange = allExchanges?.find(e => e.id === exchangeId);
@@ -120,7 +120,8 @@ export function AITradersPage({ onTraderSelect }: AITradersPageProps) {
        exchange_id: exchangeId,
        initial_balance: initialBalance,
        custom_prompt: customPrompt,
-        override_base_prompt: overrideBase
+        override_base_prompt: overrideBase,
+        is_cross_margin: isCrossMargin
      };
      
      await api.createTrader(request);
@@ -663,7 +664,7 @@ function CreateTraderModal({
 }: {
  enabledModels: AIModel[];
  enabledExchanges: Exchange[];
-  onCreate: (modelId: string, exchangeId: string, name: string, initialBalance: number, customPrompt?: string, overrideBase?: boolean) => void;
+  onCreate: (modelId: string, exchangeId: string, name: string, initialBalance: number, customPrompt?: string, overrideBase?: boolean, isCrossMargin?: boolean) => void;
  onClose: () => void;
  language: any;
 }) {
@@ -679,12 +680,13 @@ function CreateTraderModal({
  const [customPrompt, setCustomPrompt] = useState('');
  const [showAdvanced, setShowAdvanced] = useState(false);
  const [overrideBase, setOverrideBase] = useState(false);
+  const [isCrossMargin, setIsCrossMargin] = useState(true); // 默认为全仓模式

  const handleSubmit = (e: React.FormEvent) => {
    e.preventDefault();
    if (!selectedModel || !selectedExchange || !traderName.trim()) return;
    
-    onCreate(selectedModel, selectedExchange, traderName.trim(), initialBalance, customPrompt.trim() || undefined, overrideBase);
+    onCreate(selectedModel, selectedExchange, traderName.trim(), initialBalance, customPrompt.trim() || undefined, overrideBase, isCrossMargin);
  };

  return (
@@ -763,6 +765,44 @@ function CreateTraderModal({
              required
            />
          </div>
+
+          {/* Margin Mode Selection */}
+          <div>
+            <label className="block text-sm font-semibold mb-2" style={{ color: '#EAECEF' }}>
+              仓位模式
+            </label>
+            <div className="grid grid-cols-2 gap-2">
+              <button
+                type="button"
+                onClick={() => setIsCrossMargin(true)}
+                className={`px-3 py-2 rounded text-sm font-semibold transition-all ${
+                  isCrossMargin 
+                    ? 'bg-yellow-500 text-black' 
+                    : 'bg-gray-700 text-gray-400 hover:bg-gray-600'
+                }`}
+                style={isCrossMargin ? { background: '#F0B90B', color: '#000' } : { background: '#2B3139', color: '#848E9C' }}
+              >
+                全仓模式
+              </button>
+              <button
+                type="button"
+                onClick={() => setIsCrossMargin(false)}
+                className={`px-3 py-2 rounded text-sm font-semibold transition-all ${
+                  !isCrossMargin 
+                    ? 'bg-yellow-500 text-black' 
+                    : 'bg-gray-700 text-gray-400 hover:bg-gray-600'
+                }`}
+                style={!isCrossMargin ? { background: '#F0B90B', color: '#000' } : { background: '#2B3139', color: '#848E9C' }}
+              >
+                逐仓模式
+              </button>
+            </div>
+            <div className="text-xs mt-1" style={{ color: '#848E9C' }}>
+              {isCrossMargin 
+                ? '全仓模式：所有仓位共享账户余额作为保证金'
+                : '逐仓模式：每个仓位独立管理保证金，风险隔离'}
+            </div>
+          </div>
          
          {/* Advanced Settings Toggle */}
          <div className="mt-4">
--- a/web/src/components/Header.tsx
+++ b/web/src/components/Header.tsx
@@ -22,13 +22,15 @@ export function Header({ simple = false }: HeaderProps) {
              <h1 className="text-xl font-bold" style={{ color: '#EAECEF' }}>
                {t('appTitle', language)}
              </h1>
-              <p className="text-xs mono" style={{ color: '#848E9C' }}>
-                {t('subtitle', language)}
-              </p>
+              {!simple && (
+                <p className="text-xs mono" style={{ color: '#848E9C' }}>
+                  {t('subtitle', language)}
+                </p>
+              )}
            </div>
          </div>
          
-          {/* Right - Language Toggle */}
+          {/* Right - Language Toggle (always show) */}
          <div className="flex gap-1 rounded p-1" style={{ background: '#1E2329' }}>
            <button
              onClick={() => setLanguage('zh')}
--- a/web/src/contexts/AuthContext.tsx
+++ b/web/src/contexts/AuthContext.tsx
@@ -137,6 +137,10 @@ export function AuthProvider({ children }: { children: React.ReactNode }) {
        localStorage.setItem('auth_token', data.token);
        localStorage.setItem('auth_user', JSON.stringify(userInfo));
        
+        // 跳转到首页
+        window.history.pushState({}, '', '/');
+        window.dispatchEvent(new PopStateEvent('popstate'));
+        
        return { success: true, message: data.message };
      } else {
        return { success: false, message: data.error };
@@ -166,6 +170,10 @@ export function AuthProvider({ children }: { children: React.ReactNode }) {
        localStorage.setItem('auth_token', data.token);
        localStorage.setItem('auth_user', JSON.stringify(userInfo));
        
+        // 跳转到首页
+        window.history.pushState({}, '', '/');
+        window.dispatchEvent(new PopStateEvent('popstate'));
+        
        return { success: true, message: data.message };
      } else {
        return { success: false, message: data.error };
--- a/web/src/types.ts
+++ b/web/src/types.ts
@@ -125,6 +125,7 @@ export interface CreateTraderRequest {
  initial_balance: number;
  custom_prompt?: string;
  override_base_prompt?: boolean;
+  is_cross_margin?: boolean;
 }

 export interface UpdateModelConfigRequest {