交易设置
配置交易常规设置、风控限制、快捷键和显示设置。
位置：菜单 → 系统 → 交易设置
常规设置
常规设置用于配置操作偏好，以及系统默认的委托设置、下单方式、平仓规则、涨跌计算基准、行情线图和提示音。
委托设置
以下设置仅对 手工委托 生效，对系统自动发出的委托不生效。
系统自动发出的委托包括网格策略反向单、算法自动追单、自定义套利自动报撤等。
快捷改单
发送手工委托前，先撤销同方向的委托。例如，买入前会撤销所有未成交的买入委托。
批量平仓
手工委托数量按反方向净仓量确定。例如，多头持仓为 5、空头持仓为 1 时，卖出数量自动设置为 4。
自成交规避
发送手工委托前，先撤销反方向的委托。例如，买入前会撤销所有未成交的卖出委托，不比较委托价格。
连续最大追单次数
设置支持追单功能的窗口所允许的最大连续追单次数，例如 实时回报 窗口的 追单 按钮和期权下单窗口的 连续追单 选项。
若窗口中有单独的追单次数设置，例如定时拆单、自定义套利，则以窗口内的设置为准。
追单方式
设置支持追单功能的窗口所使用的默认追单指令，可选择 GFD 或 FAK，例如 实时回报 窗口的 追单 按钮和期权下单窗口的 连续追单 选项。
国内交易所统计异常报撤单次数时，不豁免 FAK、FOK 指令，但收取申报费合约的 GFD 指令豁免。若窗口中有单独的指令设置，例如移仓护卫、自定义套利，则以窗口内的设置为准。
拆单
发送手工委托时，每笔委托会按照拆单设置自动拆分为多笔。
按每笔指定数量拆单：输入每笔委托的指定数量。
按交易所单笔数量上限拆单：根据合约的交易所单笔数量上限，按最大可委托量拆单。
若同时勾选两种拆单方式，则采用限制更严格的设置。
易盛柜台不返回交易所单笔数量上限。登录易盛站点时，按交易所单笔数量上限拆单无效。
拆单也适用于手工提交的 Smart Order 算法单。例如，使用 经典冰山 算法时，若冰山单的单笔数量大于此处设置的拆单数量，系统会按拆单数量将冰山单拆分为多笔。
自动确认结算单
勾选后，登录无限易时不再弹出结算单确认窗口，系统会自动确认结算单，以便快速登录。
下单板
默认下单板
设置双击 实时行情 窗口中的买价、卖价、买量、卖量字段，或双击 实时持仓 窗口中的字段时打开的下单窗口。止盈触发价、止损触发价和触发手数字段除外。
默认下单方式
设置新打开下单板时默认使用的开平仓规则和发单指令。该设置对已打开的窗口不生效。
参数含义详见 交易术语解释 。
FOK 智能委托
下单方式为 FOK 时，勾选此选项可自动检测盘口数量。若下单数量大于盘口数量，系统直接按盘口数量提交委托。
切换合约时，保持下单数量不变
在下单板中切换合约时，数量默认恢复为默认下单数量。勾选此选项后，切换合约时保留当前数量。
可在 交易设置 → 风控限制 中设置默认下单数量。未设置时，一般合约的默认数量为 1，证券合约的默认数量为 100。
拖动技术线图的持仓线，以画线下单形式，根据所有持仓数量生成止盈止损单
勾选后，可拖动技术线图中的 持仓线，以画线下单方式按全部持仓数量提交止盈止损单。未勾选时，不能拖动 持仓线。
平仓设置
设置使用 平仓、平净仓、全平 按钮，以及算法委托触发 平净仓 时所使用的价格类型、超价等指令。
上期能源优先平今
勾选后，上期所和能源中心的合约优先平今仓，再平昨仓；取消勾选后，优先平昨仓，再平今仓。
以上平仓顺序仅针对持仓类型，不代表交易所手续费的扣除顺序。
撤单方向
撤全部：平仓前，撤销该合约所有与持仓方向相反的未成交委托。
撤平仓：平仓前，撤销该合约所有与持仓方向相反、开平类型为平仓或平今的未成交委托。
撤单方向设置不适用于 锁净仓 快捷键和 平净仓。这两种方式会撤销全部未成交委托。
涨跌计算基准
设置新打开窗口所使用的默认涨跌基准价。该设置对已打开的窗口不生效。
行情线图
设置新打开行情线图窗口所使用的默认周期。该设置对已打开的窗口不生效。
风控限制
发送手工委托时，对委托价格、委托数量和默认下单数量设置额外限制。
以下设置仅对手工委托生效，对系统自动发出的委托不生效。
系统自动发出的委托包括网格策略反向单、算法自动追单、自定义套利自动报撤等。
风控限制也适用于手工提交的 Smart Order 算法单。
委托价格限制
发送手工委托时，限制单个合约的单笔委托价格，以保护委托价格。
以上图中的 IC2403 合约为例：
IC2403 的委托价格与最新价之差不得超过 3 个 Tick，即买价不得高于最新价 3 个 Tick，卖价不得低于最新价 3 个 Tick。超过限制时，系统弹窗提示并禁止下单。
委托数量限制
发送手工委托时，限制合约的单笔下单数量。超过限制时，系统禁止下单。
例如，使用 经典冰山 算法时，若冰山单设置的单笔数量超过此处的限制，系统弹窗提示并禁止下单。
默认下单数量
设置合约在下单板中的默认下单数量。下单板切换到该合约时，自动带入此数量。
一般合约的默认数量为 1，证券合约的默认数量为 100。
快捷键
可自定义快捷键进行下单。
仅当选中 五档下单 、无限下单 或 实时行情 窗口，并开启 快捷键下单 按钮时，才能使用快捷键下单。窗口被选中后，其嵌入区域会显示蓝色边框。
按上图设置，按 Alt + B 后，系统按最新价买入开仓。
macOS 系统中，
Alt对应⌘ command键，Ctrl对应 ⌃control 键。
注意事项
实时行情 窗口没有开平仓和数量选项。开平仓默认为 自动（平今优先），数量默认为 1，且不能修改。请使用热键切换开平仓方式。
切换开平仓方式时，需要长按热键。松开热键后，开平仓方式恢复为默认值，即使用热键切换前下单板中选择的开平仓方式。
显示设置
设置页面皮肤、字体大小和按钮显示等界面选项。
界面显示
皮肤风格：切换界面配色。
语言：切换中文和英文。
切换语言后，若字段显示不全，请重新打开窗口以自动适配。
也可在登录页面右上角点击 En 或 中 切换语言。
行情字号：设置 实时行情 和 T 型报价 窗口的字体大小。
按钮显示
设置 实时回报、无限下单、实时持仓 等窗口中的按钮是否显示。开关开启时显示对应按钮。
偏好显示
均价精度（合约精度 +）
设置为 1 后，实时回报、实时持仓、算法列表 等窗口中由系统计算的合约均价，将按“合约价格精度 + 1 位”显示。
例如，合约价格精度为 2 位小数时，合约均价显示 3 位小数。
实时回报不展示已撤单委托
勾选后，实时回报 窗口不再显示之后新增的已撤委托。
监控的合约数量过多或系统性能不佳时，可开启此功能以降低负载。
开启后会导致追单失效，包括时间区段下单和批量下单等功能的追单，请谨慎开启。
账号显示在投资者之前
勾选后，账号选择框先显示账号，后显示名称备注。
例如：name-123456 变为 123456-name。
以手为证券数量单位
在 证券实时行情、证券无限下单、证券五档下单 等窗口中，以 手 为单位显示盘口数量和挂单数量。
证券数量的默认显示单位为 股。
系统提示
设置提示音和提示弹窗。
提示音
开启、关闭或设置买入、卖出、撤单、错单、委托次数监控等提示音。
设置完成后，点击
试听。短时间内连续发生多笔委托且声音无法完整播放时，仅播放最后一笔委托的提示音。
错单提示：包括网络断线、下单或其他操作请求失败、错单、套利猎人成交预警和指令报警（GTS）等提示。
自定义提示声音
点击提示音标题后的文件夹图标，将 WAV 格式的声音文件放入指定文件夹。
提示弹窗
交易确认提示
交易确认提示 与界面菜单栏右上角的 
是同一功能，用作所有交易确认弹窗的总开关。
总开关控制的子选项包括下方带有 
图标的 下单前确认、平仓 等提示弹窗。
关闭总开关后，将永久关闭所有交易确认提示弹窗，请谨慎操作。
总开关开启时，仍需勾选下方的子选项，对应提示才会生效。
- 若未勾选任何子选项，即使总开关已开启，提示弹窗也不会生效。
在弹窗中点击 确定 或按
Enter后，委托才会发出。取消或关闭弹窗时，委托不会发出。若下单使用对手价、最新价等价格类型，实际委托价格以确认弹窗时的价格为准。
例如，以对手价平仓时，点击平仓按钮时的对手价为 1000。确认弹窗停留 5 秒后，对手价变为 1200，此时点击确定，系统将以 1200 提交委托。
下单前确认：手工下单时，用于确认下单内容的弹窗。
算法单跳转提示：算法单提交成功后的提示弹窗。点击 算法列表 可跳转到 算法列表 窗口。
平仓、锁仓、反手、追单、再次委托：点击相应功能按钮时显示的确认弹窗。
锁净仓：使用锁净仓快捷键下单时显示的确认弹窗。
撤单：手工撤单时显示的确认弹窗。
自成交风险提示：在 双向下单 窗口中，对相同合约提交买卖方向相反的委托时显示的自成交风险提示。
均价切换提示：在 无限下单、VX 下单、自动单（易盛） 等窗口中切换 持盈/浮盈 或 持仓 时显示的提示弹窗。
期权合约虚值度提示：手工下单时，期权合约处于深度虚值状态的提示弹窗，仅适用于 ETF 期权。
期权合约除权提示：手工下单时，期权合约乘数发生变化的提示弹窗，仅适用于 ETF 期权。
期权合约到期提醒：手工下单时，期权合约即将到期的提示弹窗，仅适用于 ETF 期权。
常规提示：手工下单时，上述类别以外的其他提示弹窗。
全平 / 全卖
关闭后，将永久关闭 实时持仓 和 证券持仓查询 窗口中 全平、全卖 操作的确认弹窗，请谨慎操作。
平净仓
关闭后，将永久关闭下单板中 平净仓 操作的确认弹窗，请谨慎操作。
全撤 / 撤全部
关闭后，将永久关闭 实时回报 和 证券委托查询 窗口中 全撤 操作的确认弹窗，以及下单板中 撤全部 操作的确认弹窗，请谨慎操作。
成交弹窗提醒
当 实时回报 窗口中委托的 报单状态 变为 成交 后，在右下角显示交易通知弹窗并生成记录。该开关默认为关闭。
算法进度提示
当 算法列表 窗口中算法单的 执行状态 变为 已完成 后，在右下角显示交易通知弹窗并生成记录。该开关默认为关闭。
算法单的执行状态变为 已完成，并不表示所有委托均已成交。
例如，Smart Order 中的价格触发算法状态为 已完成 时，仅表示委托已经触发并报入交易所。
委托价格偏离提示
当委托价格超过设置的偏离比例时显示提示弹窗，一般用于股票期权合约。
偏离比例（%）：委托价格相对基准价格的涨跌幅超过设置比例时触发提示。
最小偏离量（Tick）：委托价格与基准价格之差在该 Tick 范围内时，不触发偏离比例提示。
基准价格：可选择最新价、对手价或排队价作为计算基准。
股票期权成交持仓比提示
当股票期权品种的成交持仓比超过设置值时，显示提示弹窗。
成交持仓比：默认值为 3。成交持仓比 = 该品种的成交数量（不区分买卖或开平）/ MAX（初始昨仓净持仓，净持仓）。
最小成交数量：默认值为 1000。成交数量低于该值时，不触发成交持仓比提示。
Settings
Configure general trading preferences, risk controls, hotkeys, and display options.
Location: Menu → Systems → Settings
General
Use General to configure operating preferences and the default order, trading, closing, price-change calculation, market chart, and notification sound settings.
Order Settings
The following settings apply only to manual orders. They do not apply to orders submitted automatically by the system.
Automatically submitted orders include reverse orders from grid strategies, automatic chase orders from algos, and automatic order placement and cancellation from Custom Spread.
Quick Modify
Before a manual order is submitted, the system cancels working orders in the same direction. For example, before submitting a buy order, it cancels all working buy orders.
Batch Close
The manual order quantity is set to the net position in the opposite direction. For example, if the long position is 5 and the short position is 1, the sell quantity is automatically set to 4.
Avoid Cross Trade
Before a manual order is submitted, the system cancels working orders in the opposite direction without comparing prices. For example, before submitting a buy order, it cancels all working sell orders.
Max chase times
Set the maximum number of consecutive chase attempts allowed in windows that support order chasing, such as the Chase button in Order Book and the Continuous Chase option in option trading windows.
If a window has its own chase-count setting, such as Split or Custom Spread, the setting in that window takes precedence.
Chase Order Style
Set the default instruction used by windows that support order chasing, such as the Chase button in Order Book and the Continuous Chase option in option trading windows. Select GFD or FAK.
When domestic exchanges count abnormal order and cancellation activity, FAK and FOK instructions are not exempt. GFD instructions for contracts subject to order-submission fees are exempt.If a window has its own instruction setting, such as Rolling Guardian or Custom Spread, the setting in that window takes precedence.
Split
When a manual order is submitted, it is automatically split into multiple orders according to the split settings.
Split by specified quantity: Enter the quantity for each order.
Split by the exchange limit per order: Split the order according to the maximum quantity allowed per order for the contract.
If both split methods are selected, the more restrictive setting applies.
The Esunny counter does not return the exchange limit per order. When you log in to an Esunny site, splitting by the exchange limit is unavailable.
Splitting also applies to manually submitted Smart Order algos. For example, when Iceberg Classic is used, if its quantity per order exceeds the split quantity set here, the iceberg order is divided into multiple orders using this split quantity.
Auto Confirm Settlement
Select this option to confirm the settlement statement automatically without displaying the confirmation window when you log in to InfiniTrader.
Trade Board
Default Trade Board
Select the trading window that opens when you double-click the Bid, Ask, Bid Qty, or Ask Qty field in Markets, or a field in Position. Stop-profit trigger price, stop-loss trigger price, and trigger quantity fields are excluded.
Default Trade Param
Set the default open/close rule and order instruction for newly opened trading windows. This setting does not affect windows that are already open.
For parameter definitions, see Trading Terminology .
FOK Smart Order
When the order instruction is FOK, select this option to check the available market depth automatically. If the order quantity exceeds the available quantity, the order is submitted using the available quantity.
Keep the order quantity when switching contracts
By default, the quantity resets to the default order quantity when you switch contracts in the Trade Board. Select this option to keep the current quantity instead.
Set the default order quantity under Settings → Risk. If no quantity is configured, the default is 1 for most contracts and 100 for securities.
Drag the position line on a market chart to create stop-profit and stop-loss orders for the entire position
Select this option to drag the Position Line on a market chart and submit stop-profit and stop-loss orders for the entire position. If the option is not selected, the Position Line cannot be dragged.
Close Settings
Configure the price type, price offset, and other instructions used by the Close, Close Net, and CloseAll buttons, and when an algo triggers Close Net.
DayTrade First
When selected, contracts on SHFE and INE close today's positions before previous-day positions. When cleared, previous-day positions are closed first.
This closing sequence applies only to position types. It does not determine the order in which exchange fees are charged.
Cancel Direction
Cancel All: Before closing a position, cancel all working orders for the contract in the direction opposite to the position.
Cancel Close: Before closing a position, cancel all working Close and Close Today orders for the contract in the direction opposite to the position.
Cancel Direction does not apply to the Lock Position hotkey or Close Net. Both actions cancel all working orders.
Base Price Type
Set the default base price used to calculate price changes in newly opened windows. This setting does not affect windows that are already open.
Market Charts
Set the default interval for newly opened Market Charts. This setting does not affect windows that are already open.
Risk
Apply additional limits to the order price, order quantity, and default order quantity for manual orders.
The following settings apply only to manual orders. They do not apply to orders submitted automatically by the system.
Automatically submitted orders include reverse orders from grid strategies, automatic chase orders from algos, and automatic order placement and cancellation from Custom Spread.
Risk limits also apply to manually submitted Smart Order algos.
Order Price Limit
Set a per-order price limit for each contract to protect manual orders from unintended prices.
Using the IC2403 settings shown above as an example:
The IC2403 order price must remain within 3 ticks of the Last price. A buy price cannot be more than 3 ticks above Last, and a sell price cannot be more than 3 ticks below Last. If an order exceeds this limit, a message appears and the order cannot be submitted.
Order Volume Limit
Set the maximum quantity per manual order for each contract. Orders that exceed the limit cannot be submitted.
For example, when Iceberg Classic is used, if its quantity per order exceeds the limit set here, a message appears and the order cannot be submitted.
Default Trade Volume
Set the default order quantity for a contract in the Trade Board. When you switch to the contract, this quantity is entered automatically.
The default quantity is 1 for most contracts and 100 for securities.
Hotkey
Customize hotkeys for order entry.
Hotkeys can be used only when a Click Trader , InfiniTrader , or Markets window is selected and Hotkey Trading is enabled. A selected embedded window has a blue border.
With the settings shown above, press Alt + B to buy and open a position at Last.
On macOS,
Altcorresponds to the⌘ Commandkey, andCtrlcorresponds to the ⌃control key.
Notes
Markets does not provide open/close or quantity selections. The default open/close rule is Auto (DayTrade First), and the fixed default quantity is 1. Use hotkeys to change the open/close rule.
Press and hold the hotkey to change the open/close rule. When you release it, the rule returns to the selection in the Trade Board before the hotkey was pressed.
Display
Configure the page skin, font size, button visibility, and other display options.
Display
Skin: Change the interface color scheme.
Language: Switch between Chinese and English.
If a field is truncated after switching languages, reopen the window to resize it automatically.
You can also click En or 中 in the upper-right corner of the login page to switch languages.
Font: Set the font size in Markets and T-Quote.
Show Button
Configure button visibility in windows such as Order Book, InfiniTrader, and Position. Enable a switch to show the corresponding button.
Fav Display
Average price precision (contract precision +)
When set to 1, the average prices calculated in Order Book, Position, Algos, and other windows are displayed with one more decimal place than the contract price precision.
For example, if the contract price uses two decimal places, the average price is displayed with three decimal places.
Don't display canceled orders in order book
When selected, Order Book does not display subsequently added canceled orders.
Enable this option to reduce system load when many contracts are monitored or system performance is poor.
Enabling this option disables order chasing, including chasing in Time Period Trader and Batch Trader. Use this option with caution.
Display account before investor
When selected, the account selector displays the account first, followed by the name or alias.
Example: name-123456 becomes 123456-name.
Display securities quantities in lots
Display market depth and working-order quantities in lots in windows such as Security Market, Infinite Trader (Security), and Click Trader (Security).
Securities quantities are displayed in shares by default.
Notification
Configure notification sounds and pop-up messages.
SOUND
Enable, disable, or configure sounds for buys, sells, cancellations, order errors, Trade Monitor alerts, and other events.
After configuring a sound, click
to preview it.If several orders occur in quick succession and the sounds cannot play in full, only the sound for the last order is played.
Order Error: Includes notifications for network disconnections, failed order or operation requests, order errors, Spread Hunter fill alerts, and instruction alerts (GTS).
Custom notification sounds
Click the folder icon beside the sound heading, then place WAV audio files in the specified folder.
Popup Tip
Tip Dialog Switch
Tip Dialog Switch is the same feature as Tips 
in the upper-right corner of the menu bar. It is the master switch for all trade-confirmation dialogs.
The master switch controls options marked with below, including Check order param, Close, and other confirmation dialogs.
Turning off the master switch permanently disables all trade-confirmation dialogs. Use this option with caution.
When the master switch is on, you must also select the applicable options below to enable their dialogs.
- If no option below is selected, the dialogs remain disabled even when the master switch is on.
In a dialog, click OK or press
Enterto submit the order. Canceling or closing the dialog does not submit the order.If the order uses a price type such as Aggressive or Last, the actual order price is determined when you confirm the dialog.
For example, assume the Aggressive price is 1000 when you click Close. If it changes to 1200 while the dialog remains open for five seconds, confirming the dialog submits the order at 1200.
Check order param: Confirms the order details before a manual order is submitted.
Negative to algoview: Appears after an algo is submitted successfully. Click Algos to open the Algos window.
Close, Lock, Reverse, Chase, and Submit Again: Confirmation dialogs displayed when the corresponding action is selected.
Lock Position: Confirmation dialog displayed when an order is submitted using the Lock Position hotkey.
Cancel: Confirmation dialog displayed when an order is canceled manually.
Cross Trade Risk Disclosure: In Dual Trader, warns of cross-trade risk when orders for the same contract are submitted in opposite directions.
Switch avgprice notice: Appears when switching MTM P/L/Accum. P/L or the position view in InfiniTrader, VX Trader, LOO (Esunny), and similar windows.
OTM notice: Warns when an option is deep out of the money during manual order entry. This option applies only to ETF options.
Ex-rights notice: Warns when the contract multiplier of an option has changed during manual order entry. This option applies only to ETF options.
Expireday notice: Warns when an option is nearing expiration during manual order entry. This option applies only to ETF options.
Regular tip: Displays other manual-order notifications not listed above.
CloseAll / Sell All
Turning this option off permanently disables confirmation dialogs for CloseAll and Sell All in Position and Equities Position. Use this option with caution.
Close Net
Turning this option off permanently disables the confirmation dialog for Close Net in the Trade Board. Use this option with caution.
Cancel All / Cancel All
Turning this option off permanently disables the confirmation dialog for Cancel All in Order Book and Equities Order Book, and for Cancel All in the Trade Board. Use this option with caution.
Fill notification
When an order's Status changes to Trade in Order Book, a trade notification and record appear in the lower-right corner. This option is off by default.
Algo progress
When an algo's Execution Status changes to Finished in Algos, a trade notification and record appear in the lower-right corner. This option is off by default.
An algo with an Execution Status of Finished has not necessarily filled all of its orders.
For example, when a Stop Smart Order has an Execution Status of Finished, it means only that the order has been triggered and submitted to the exchange.
Order Price Deviation Alert
Display a dialog when the order price exceeds the configured deviation percentage. This setting is generally used for stock options.
Deviation (%): Triggers the alert when the order price rises or falls from the reference price by more than the configured percentage.
Min Tick: Does not trigger the deviation alert when the difference between the order price and reference price is within this number of ticks.
Ref Price: Select Last, Aggressive, or Passive as the calculation reference.
Trade/Position Ratio
Display a dialog when the trade/position ratio for a stock-option product exceeds the configured value.
Trade/Position Ratio: The default value is 3. Trade/Position Ratio = Total traded quantity for the product, regardless of direction or open/close type / MAX (initial net previous-day position, current net position).
Minimum traded quantity: The default value is 1000. The alert is not triggered when the traded quantity is below this value.