update

backend/app/config.py

@@ -130,7 +130,8 @@ class Settings(BaseSettings):
     # 模拟交易配置
     paper_trading_enabled: bool = True  # 是否启用模拟交易
     paper_trading_initial_balance: float = 10000  # 初始本金 (USDT)
-    paper_trading_leverage: int = 20  # 杠杆倍数（全仓模式下的最大杠杆）
+    paper_trading_leverage: int = 20  # 单笔订单杠杆倍数
+    paper_trading_max_total_leverage: float = 10  # 总杠杆上限（持仓+挂单，倍数）
     paper_trading_margin_per_order: float = 1000  # 每单保证金 (USDT)
     paper_trading_max_orders: int = 10  # 最大持仓+挂单总数
     paper_trading_auto_close_opposite: bool = False  # 是否自动平掉反向持仓（智能策略）

backend/app/services/paper_trading_service.py

@@ -27,6 +27,7 @@ class PaperTradingService:
         self.max_orders = self.settings.paper_trading_max_orders  # 最大订单数
         self.auto_close_opposite = self.settings.paper_trading_auto_close_opposite  # 是否自动平掉反向持仓
         self.breakeven_threshold = self.settings.paper_trading_breakeven_threshold  # 保本止损触发阈值
+        self.max_total_leverage = self.settings.paper_trading_max_total_leverage  # 总杠杆上限
 
         # 移动止损配置
         self.trailing_stop_enabled = self.settings.paper_trading_trailing_stop_enabled
@@ -48,7 +49,8 @@ class PaperTradingService:
         # 加载活跃订单到内存
         self._load_active_orders()
 
-        logger.info(f"交易服务初始化完成（自动平反向持仓: {'启用' if self.auto_close_opposite else '禁用'}，"
+        logger.info(f"交易服务初始化完成（单笔杠杆: {self.leverage}x，总杠杆上限: {self.max_total_leverage}x，"
+                   f"自动平反向持仓: {'启用' if self.auto_close_opposite else '禁用'}，"
                    f"保本止损阈值: {self.breakeven_threshold}%，"
                    f"移动止损: {'启用' if self.trailing_stop_enabled else '禁用'}，"
                    f"触发倍数: {self.trailing_stop_threshold_multiplier}x，"
@@ -265,6 +267,46 @@ class PaperTradingService:
             result['message'] = msg
             return result
 
+        # === 检查总杠杆是否超限 ===
+        # 计算当前已用保证金（持仓+挂单）
+        current_used_margin = len(self.active_orders) * self.margin_per_order
+        # 新订单增加的保证金
+        new_margin = margin
+        # 新订单的总持仓价值 = 保证金 × 杠杆
+        new_position_value = new_margin * self.leverage
+        # 新增后的总持仓价值
+        new_total_position_value = (current_used_margin * self.leverage) + new_position_value
+
+        # 获取当前账户余额
+        db = db_service.get_session()
+        try:
+            closed_orders = db.query(PaperOrder).filter(
+                PaperOrder.status.in_([
+                    OrderStatus.CLOSED_TP,
+                    OrderStatus.CLOSED_SL,
+                    OrderStatus.CLOSED_BE,
+                    OrderStatus.CLOSED_TS,
+                    OrderStatus.CLOSED_MANUAL
+                ])
+            ).all()
+            realized_pnl = sum(o.pnl_amount for o in closed_orders)
+        finally:
+            db.close()
+
+        current_balance = self.initial_balance + realized_pnl
+
+        # 计算新订单后的总杠杆
+        new_total_leverage = new_total_position_value / current_balance if current_balance > 0 else 0
+
+        if new_total_leverage > self.max_total_leverage:
+            msg = f"总杠杆超限！当前 {new_total_leverage:.1f}x，上限 {self.max_total_leverage}x"
+            logger.info(f"{msg}: {symbol} | 当前持仓价值: ${current_used_margin * self.leverage:,.0f} | "
+                       f"新订单持仓价值: ${new_position_value:,.0f} | 总持仓价值: ${new_total_position_value:,.0f} | "
+                       f"账户余额: ${current_balance:,.0f}")
+            result['message'] = msg
+            return result
+
+        logger.debug(f"总杠杆检查通过: {new_total_leverage:.1f}x / {self.max_total_leverage}x")
         quantity = round(position_value, 2)  # 确保持仓价值保留2位小数
 
         # 确定入场类型
@@ -1769,6 +1811,10 @@ class PaperTradingService:
         # 计算当前余额
         current_balance = self.initial_balance + realized_pnl
 
+        # 计算当前总杠杆（持仓价值 / 账户余额）
+        total_position_value = used_margin * self.leverage
+        current_total_leverage = total_position_value / current_balance if current_balance > 0 else 0
+
         # 计算可用保证金
         available_margin = current_balance - used_margin
 
@@ -1782,12 +1828,14 @@ class PaperTradingService:
             'used_margin': round(used_margin, 2),
             'available': round(available_margin, 2),  # 添加 available 字段，兼容性
             'available_margin': round(available_margin, 2),
-            'leverage': self.leverage,
+            'leverage': self.leverage,  # 单笔订单杠杆
+            'max_total_leverage': self.max_total_leverage,  # 总杠杆上限
+            'current_total_leverage': round(current_total_leverage, 2),  # 当前总杠杆
             'margin_per_order': self.margin_per_order,
             'active_orders': active_count,
             'max_orders': self.max_orders,
             'available_orders': available_orders,
-            'total_position_value': round(used_margin * self.leverage, 2),
+            'total_position_value': round(total_position_value, 2),
             'margin_ratio': round((used_margin / current_balance * 100), 2) if current_balance > 0 else 0,
             'max_drawdown': round(account_max_drawdown, 2),  # 账户最大回撤百分比
             'max_drawdown_amount': round(account_max_drawdown * self.initial_balance / 100, 2) if account_max_drawdown != 0 else 0,  # 账户最大回撤金额

frontend/trading.html

@@ -135,6 +135,10 @@
             color: #ef4444;
         }
 
+        .stat-value.warning {
+            color: #f59e0b;  /* 橙色警告 */
+        }
+
         /* 统计卡片内的正值/负值样式 */
         .grade-card-stats .positive {
             color: var(--accent);
@@ -1200,6 +1204,18 @@
                                 ${{ account.current_balance?.toFixed(2) || '0.00' }}
                             </div>
                         </div>
+                        <div class="stat-card">
+                            <div class="stat-label">总仓位价值</div>
+                            <div class="stat-value">
+                                ${{ account.total_position_value?.toFixed(2) || '0.00' }}
+                            </div>
+                        </div>
+                        <div class="stat-card">
+                            <div class="stat-label">总杠杆率</div>
+                            <div class="stat-value" :class="account.current_total_leverage > account.max_total_leverage * 0.8 ? 'warning' : ''">
+                                {{ account.current_total_leverage?.toFixed(1) || '0.0' }}x / {{ account.max_total_leverage }}x
+                            </div>
+                        </div>
                         <div class="stat-card">
                             <div class="stat-label">收益率</div>
                             <div class="stat-value" :class="account.current_balance >= account.initial_balance ? 'positive' : 'negative'">
@@ -1701,7 +1717,9 @@
                         available_orders: 10,
                         total_position_value: 0,
                         margin_ratio: 0,
-                        realized_pnl: 0
+                        realized_pnl: 0,
+                        current_total_leverage: 0,  // 当前总杠杆率
+                        max_total_leverage: 10  // 总杠杆上限
                     },
                     monitorRunning: false,
                     latestPrices: {},