平安PB投资终端-PingAnInsurance

平安PB投资终端

操作手册

平安证券PB业务事业部

目录

1系统 ------------------------------------------------------------------------------------------------------------ 1

1.1系统简介 ----------------------------------------------------------------------------------------- 1

1.2用户登录及主界面介绍----------------------------------------------------------------------- 1

1.2.1登录界面及登录前设置 ---------------------------------------------------------------- 1

1.2.2登录 ----------------------------------------------------------------------------------------- 5

1.2.3系统主界面 -------------------------------------------------------------------------------- 5 2普通交易 ----------------------------------------------------------------------------------------------------- 11

2.1证券交易 ---------------------------------------------------------------------------------------- 11

2.1.1股票 ---------------------------------------------------------------------------------------- 11

2.2债券----------------------------------------------------------------------------------------------- 43

2.2.1债券交易 ---------------------------------------------------------------------------------- 43

2.2.2债券回购 ---------------------------------------------------------------------------------- 61

2.2.3债券质押 ---------------------------------------------------------------------------------- 66

2.2.4多账户债券交易------------------------------------------------------------------------- 71

2.3基金----------------------------------------------------------------------------------------------- 78

2.3.1基金认申赎 ------------------------------------------------------------------------------- 78

2.3.2基金拆分合并 ---------------------------------------------------------------------------- 86

2.4查询----------------------------------------------------------------------------------------------- 90

2.4.1委托查询 ---------------------------------------------------------------------------------------- 90

2.4.2成交查询 ---------------------------------------------------------------------------------------- 90

2.4.3持仓查询 ---------------------------------------------------------------------------------------- 91

2.4.4账户资产查询 ---------------------------------------------------------------------------------- 91

2.4.5组合资产查询 ---------------------------------------------------------------------------------- 92 3期货交易 ----------------------------------------------------------------------------------------------------- 93

3.1多头开仓 ---------------------------------------------------------------------------------------- 93

3.2多头平仓 ---------------------------------------------------------------------------------------- 95

3.3空头开仓 ---------------------------------------------------------------------------------------- 95

3.4空头平仓 ---------------------------------------------------------------------------------------- 95 4融资融券交易----------------------------------------------------------------------------------------------- 96

4.1融资融券交易 ---------------------------------------------------------------------------- 97

4.2融资融券担保品交易----------------------------------------------------------------- 103

4.3融资融券券还 -------------------------------------------------------------------------- 109

4.4融资融券现还 -------------------------------------------------------------------------- 113

4.5担保品划转 ----------------------------------------------------------------------------- 116 5指令交易 --------------------------------------------------------------------------------------------------- 121

5.1单证券指令 ----------------------------------------------------------------------------------- 121

5.1.1指令下达 -------------------------------------------------------------------------------- 121

5.1.2指令审批 -------------------------------------------------------------------------------- 123

5.1.3指令分发 -------------------------------------------------------------------------------- 123

5.1.4指令查询 -------------------------------------------------------------------------------- 124

5.1.5指令管理 -------------------------------------------------------------------------------- 124