平安PB投资终端-PingAnInsurance
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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