实时持仓
实时持仓 显示当前持有的期货、期权仓位，不包括证券。证券持仓请前往：菜单 → 证券 → 证券持仓查询。
位置：菜单 → 交易 → 实时持仓
按住 Ctrl 或 Shift 键可选择多个合约；按 Ctrl + A 可选择全部合约，以便执行批量操作。
字段说明
持仓均价：由昨仓的 昨结算价 和今仓的 开仓价 计算得出的平均价格。
开仓均价：根据 开仓价 计算得出的平均价格。
持仓盈亏：采用逐日盯市方式，根据 持仓均价 与 最新价 计算的当日盈亏。
浮动盈亏：采用逐笔对冲方式，根据 开仓均价 与 最新价 计算的历史盈亏。
比例：根据 开仓均价 与 最新价 计算的浮动盈亏比例。
期货／期权市值：当前持仓合约的价值，计算公式为：最新价 × 持仓数量 × 合约乘数。买入持仓为正值，卖出持仓为负值。
占用保证金：当前合约占用的保证金。如果显示为 --，该合约可能享有组合持仓保证金优惠；请在 组合持仓 标签页中查看对应的保证金。
标签页
可在页面上方切换以下标签页：
持仓：按合约汇总持仓。
持仓明细：显示不同持仓类型和开仓价对应的持仓明细。
部分柜台（如易盛）不提供持仓明细。未显示该标签页时，表示当前柜台不支持此功能。
组合持仓：显示交易所标准套利组合持仓。
持仓最初可能以单个合约的形式建立。交易所盘后自动将其重组为组合持仓后（如大商所），重组后的持仓也会显示在此标签页中。
如果组合持仓享有保证金优惠，保证金仅在 组合持仓 标签页中显示；在 持仓 标签页中，对应的保证金显示为
--。
自动导出
⚠️ 软件必须保持运行，自动导出功能才能生效。
在 持仓 标签页右上角勾选 自动导出持仓。列表内容发生变化时，系统会自动将数据保存为只读 CSV 文件。
列表操作
排序与显示
调整列顺序
拖动列标题，可调整列的显示顺序。
隐藏部分列
右键单击表格中除表头外的区域，在菜单中选择 栏位设置。勾选需要显示的列，取消勾选需要隐藏的列。
调整列宽
拖动表头分隔线 ｜ 可手动调整列宽；也可右键单击表头，选择 自动适配列宽。
列字段筛选
右键单击表头字段，可按该列的数据进行筛选：
数值字段支持设置筛选范围。
文字字段支持多选筛选。
合约选择
单击合约后，蓝色背景表示该合约已选中。如果其他窗口已开启联动功能，所选合约将自动带入其他窗口。
按住 Ctrl 或 Shift 键可选择多个合约；按 Ctrl + A 可选择全部合约，以便执行批量操作。
关键字查找
在上方 关键字查找 输入框中输入关键字，可对列表中的多个字段进行模糊筛选。
输入多个关键字时，请使用英文分号 ; 分隔，例如：hc;ic。
⚠️ 对手价、最新价和排队价均为不确定价格。市场大幅波动时可能产生风险，使用以下功能前请做好风险预期。
全平
先撤销委托，再对列表中的 全部持仓 以 对手价 委托平仓。可在 系统 → 交易设置 中配置平仓设置。
⚠️ 无论是否对列表进行筛选，全平 都会对当前所选账号下的全部持仓执行平仓，不受列表筛选结果影响。
平仓
先撤销委托，再对选中的持仓合约以 对手价 委托平仓。可在 系统 → 交易设置 中配置平仓设置。
锁仓
对选中的持仓合约，以 对手价 建立方向相反、数量相同的仓位。
止盈止损
双击可编辑止盈／止损触发价和触发手数。设置完成后，当行情满足触发条件时，系统默认以 对手价 委托平仓。可在 系统 → 交易设置 中配置平仓设置。
⚠️ 此功能不支持标准套利合约。断网或关闭软件后，止盈止损设置将失效，且无法保存。
双击 触发手数 字段，输入触发数量。
双击 止盈触发价 或 止损触发价 字段，输入触发价格。
行权
对买方期权合约提交行权指令。详细说明请参阅 期权行权与自对冲。
自对冲
提交期权结算申请，对自有期权和期货持仓进行对冲平仓。详细说明请参阅 期权行权与自对冲。
Position
Position displays current futures and options positions. It does not include securities. To view securities positions, go to Menu → Securities → Securities Position Query.
Path: Menu → Trade → Position
Hold Ctrl or Shift to select multiple contracts. Press Ctrl + A to select all contracts for batch operations.
Field Descriptions
Open Price 1: The average price calculated from the previous settlement price for previous-day positions and the open price for today's positions.
Open Price 2: The average price calculated from the open prices.
Position P/L: Today's mark-to-market profit or loss, calculated from Open Price 1 and Last.
Floating P/L: Historical profit or loss calculated on a trade-by-trade basis from Open Price 2 and Last.
Ratio: The floating P/L ratio calculated from Open Price 2 and Last.
Futures/Options Market Value: The value of the current position, calculated as Last × Position Quantity × Contract Multiplier. Long positions have a positive value, and short positions have a negative value.
Margin: The margin currently occupied by the contract. If -- is displayed, the contract may qualify for a spread margin benefit. Check the corresponding margin on the Spread tab.
Tabs
Switch between the following tabs at the top of the page:
Position: Aggregates positions by contract.
Detail: Displays positions by position type and open price.
Some counter systems, such as Esunny, do not provide position details. If this tab is not displayed, the feature is unavailable for the current counter system.
Spread: Displays exchange-defined standard spread positions.
A position may initially be opened as individual contracts. If the exchange automatically combines these contracts into a spread after market close, as on the Dalian Commodity Exchange (DCE), the resulting spread position is also displayed on this tab.
If a spread position qualifies for a margin benefit, its Margin is displayed only on the Spread tab. The corresponding margin on the Position tab is displayed as
--.
Auto Export
⚠️ The application must remain running for Auto Export to work.
On the Position tab, select Auto Export in the upper-right corner. Whenever the list changes, the data is automatically saved as a read-only CSV file.
List Operations
Sort and Display Columns
Reorder Columns
Drag a column header to change the column order.
Hide Columns
Right-click anywhere in the table except the header, then select Column Settings. Select the columns to display and clear the columns to hide.
Resize Columns
Drag a header separator ｜ to resize a column manually. Alternatively, right-click the header and select Auto Fit Column Width.
Filter a Column
Right-click a column header to filter the data in that column:
For numeric columns, specify a value range.
For text columns, select one or more values.
Select Contracts
Click a contract to select it. A blue background indicates that the contract is selected. If Linkage is enabled in another window, the selected contract is automatically populated in that window.
Hold Ctrl or Shift to select multiple contracts. Press Ctrl + A to select all contracts for batch operations.
Search by Keyword
Enter keywords in the Keywords field to filter multiple fields in the list using partial matches.
Separate multiple keywords with semicolons (;), for example, hc;ic.
⚠️ Aggressive, Last, and Passive prices are not guaranteed. Significant market fluctuations may create additional risk. Make sure you understand the risks before using the following features.
CloseAll
Cancels open orders first, then submits closing orders for all positions in the list at the Aggressive price. Configure closing settings under System → Trade Settings.
⚠️ Whether or not the list has been filtered, CloseAll closes all positions under the currently selected account. List filters do not limit the positions affected.
Close
Cancels open orders first, then submits closing orders for the selected positions at the Aggressive price. Configure closing settings under System → Trade Settings.
Lock
Opens an equal-sized position in the opposite direction for each selected contract at the Aggressive price.
Stop Profit and Stop Loss
Double-click the stop-profit/stop-loss trigger price or trigger volume to edit it. When the trigger condition is met, the system submits a closing order at the Aggressive price by default. Configure closing settings under System → Trade Settings.
⚠️ This feature does not support standard spread contracts. Stop-profit and stop-loss settings become invalid if the network connection is lost or the application is closed. These settings cannot be saved.
Double-click the Trigger Volume field and enter the trigger quantity.
Double-click the MIT Price or STOP Price field and enter the trigger price.
Exercise
Submit an exercise instruction for a long option position. For details, see Option Exercise and Offset.
Offset
Submit an options settlement request to offset eligible options and futures positions held in the account. For details, see Option Exercise and Offset.