gate-exchange-dual

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General Rules

通用规则

Read and follow the shared runtime rules before proceeding: → exchange-runtime-rules.md

在开始前，请阅读并遵循共享的运行时规则： → exchange-runtime-rules.md

Gate Exchange Dual Investment Skill

Gate交易所双币投资技能

Provide dual investment product discovery, settlement simulation, order history, and balance queries on Gate. Dual investment allows users to earn enhanced yield by setting a target price — if the market price reaches the target at delivery, the settlement is in the exercise currency; otherwise, the user keeps the original investment plus yield.

在Gate平台提供双币投资产品发现、结算模拟、订单历史及余额查询服务。双币投资允许用户通过设置目标价来获得更高收益——若交割时市场价格达到目标价，则以行权币种结算；否则，用户将收回初始投资及收益。

Prerequisites

前置条件

MCP Dependency: Requires gate-mcp to be installed.
Authentication: All endpoints require API key authentication.
Risk Disclaimer: Always append: "This information is for reference only and does not constitute investment advice. Dual investment is not principal-protected. You may receive settlement in a different currency than your investment. Please understand the product terms before investing."

MCP依赖：需安装 gate-mcp。
身份验证：所有接口均需API密钥验证。
风险提示：必须附加以下内容："本信息仅供参考，不构成投资建议。双币投资不保本，您收到的结算币种可能与投资币种不同。请在投资前充分了解产品条款。"

Available MCP Tools

可用MCP工具

Tool	Auth	Description
`cex_earn_list_dual_investment_plans`	Yes	List available dual investment plans (optional param: plan_id)
`cex_earn_list_dual_orders`	Yes	List dual investment orders. `page` and `limit` are required: always pass `page=1, limit=100` . Optional: `from` , `to` . MUST loop all pages (increment page until returned rows < limit) before drawing any conclusion.
`cex_earn_list_dual_balance`	Yes	Get dual investment balance & interest stats

工具	需验证	描述
`cex_earn_list_dual_investment_plans`	是	列出可用的双币投资产品（可选参数：plan_id）
`cex_earn_list_dual_orders`	是	列出双币投资订单。`page` 和 `limit` 为必填参数：需始终传入 `page=1, limit=100` 。可选参数： `from` 、 `to` 。在得出任何结论前，必须遍历所有页面（递增page直到返回行数<limit）。
`cex_earn_list_dual_balance`	是	获取双币投资余额及利息统计

Routing Rules

路由规则

Case	User Intent	Signal Keywords	Action
1	Browse dual product list	"dual products", "sell-high / buy-low options"	See product-query.md
3	Product details	"min investment", "BTC sell-high"	See product-query.md (filter locally by currency; show matching plans, skip min amount)
4	Settlement simulation	"what happens at delivery", "if price reaches X"	See product-query.md (simulation)
5	Position summary (ongoing)	"how much locked", "active positions"	See product-query.md (ongoing + balance)
6	Settlement records	"settlement records", "got crypto or USDT", "last month orders"	See product-query.md (settled)
7	Sell-high order (invest crypto)	"sell high for me", "sell high with BTC", "sell high order"	Reply: not supported yet
8	Buy-low order (invest stablecoin)	"buy low for me", "buy low BTC with USDT", "buy low order"	Reply: not supported yet
9	Amount eligibility for order	"can I buy", "is 5000U enough"	Reply: not supported yet
10	Min purchase check for order	"minimum to buy", "can I buy dual with 50U"	Reply: not supported yet
11	Settlement result query	"what did I receive", "settlement result"	See settlement-assets.md (settlement)
12	Dual asset briefing	"dual balance", "total locked"	See settlement-assets.md (balance)
13	Currency conversion risk	"will I lose principal", "risk", "principal-protected?"	Domain Knowledge (no API)
14	Missed gains explanation	"did I lose money", "missed gains", "price surged"	Domain Knowledge (no API)

场景	用户意图	触发关键词	操作
1	浏览双币产品列表	"双币产品"、"sell-high / buy-low选项"	查看 product-query.md
3	产品详情	"最低投资金额"、"BTC sell-high"	查看 product-query.md（按币种本地筛选；展示匹配产品，跳过最低金额）
4	结算模拟	"交割时会怎样"、"如果价格达到X"	查看 product-query.md（模拟功能）
5	仓位汇总（进行中）	"锁定金额多少"、"活跃仓位"	查看 product-query.md（进行中仓位+余额）
6	结算记录	"结算记录"、"收到加密货币或USDT"、"上月订单"	查看 product-query.md（已结算订单）
7	高抛订单（投资加密货币）	"帮我高抛"、"用BTC高抛"、"高抛订单"	回复：暂不支持
8	低吸订单（投资稳定币）	"帮我低吸"、"用USDT低吸BTC"、"低吸订单"	回复：暂不支持
9	订单金额资格校验	"我能否购买"、"5000U够吗"	回复：暂不支持
10	订单最低购买金额校验	"最低购买金额"、"我能用50U购买双币产品吗"	回复：暂不支持
11	结算结果查询	"我收到了什么"、"结算结果"	查看 settlement-assets.md（结算记录）
12	双币资产简报	"双币余额"、"总锁定金额"	查看 settlement-assets.md（余额）
13	币种转换风险	"我会损失本金吗"、"风险"、"保本吗？"	领域知识（无需调用API）
14	错失收益说明	"我亏钱了吗"、"错失收益"、"价格暴涨"	领域知识（无需调用API）

Execution

执行流程

Identify user intent from the Routing Rules table above.
For Cases 1–6, 11–12: Read the corresponding sub-module document in
```
references/
```
and follow the Workflow.
For Cases 7–10: Reply "Order placement is not supported yet. Please visit the Gate official website or App to subscribe." (no API call).
For Cases 13–14: Answer directly using Domain Knowledge below (no API call needed).
If the user's intent is ambiguous, ask a clarifying question before routing.

根据上述路由规则表识别用户意图。
对于场景1–6、11–12：阅读
```
references/
```
下对应的子模块文档并遵循工作流。
对于场景7–10：回复“订单下单暂不支持，请前往Gate官方网站或App进行订阅。”（无需调用API）。
对于场景13–14：直接使用下方的领域知识进行解答（无需调用API）。
若用户意图不明确，在路由前先提出澄清问题。

Domain Knowledge

领域知识

Core Concepts

核心概念

Sell High (Call): User invests crypto, target price above current price. If settlement price ≥ target price → receive USDT (principal × target price × (1 + interest)); if settlement price < target price → get back crypto + interest.
Buy Low (Put): User invests stablecoins, target price below current price. If settlement price ≤ target price → receive crypto; if settlement price > target price → get back USDT + interest.
Target Price: The price that determines settlement outcome at delivery. Gate official term.
Settlement Price: Market price of the underlying asset at delivery time, compared against target price.
Interest-guaranteed, not principal-protected: Principal + interest are always received, but the settlement currency may change due to price movement.
The closer the target price is to the current price, the higher the APY, but also the higher the probability of currency conversion.
Once placed, dual investment orders cannot be cancelled. Settlement is automatic at delivery time.
Order type derivation:
```
cex_earn_list_dual_orders
```
has NO
```
type
```
field. Derive from
```
invest_currency
```
: crypto (BTC, ETH…) → Sell High (Call); stablecoin (USDT) → Buy Low (Put). Filter by coin using
```
invest_currency
```
or
```
exercise_currency
```
— there is NO
```
instrument_name
```
.
Order status values:
```
INIT
```
(Pending),
```
SETTLEMENT_SUCCESS
```
(Settled),
```
SETTLEMENT_PROCESSING
```
(Settling),
```
CANCELED
```
(Canceled),
```
FAILED
```
(Failed),
```
REFUND_SUCCESS
```
/
```
REFUND_PROCESSING
```
/
```
REFUND_FAILED
```
→ display as "Early Redemption", never "Refund". Early-redeemed orders have zero yield.

Sell High（高抛）：用户投资加密货币，目标价高于当前价格。若结算价≥目标价 → 收到USDT（本金×目标价×(1+利率)）；若结算价<目标价 → 收回加密货币+利息。
Buy Low（低吸）：用户投资稳定币，目标价低于当前价格。若结算价≤目标价 → 收到加密货币；若结算价>目标价 → 收回USDT+利息。
Target Price（目标价）：决定交割时结算结果的价格，为Gate官方术语。
Settlement Price（结算价）：交割时标的资产的市场价格，与目标价进行比较。
保本息不保本币：用户始终能收回本金+利息，但结算币种可能因价格波动而变化。
目标价越接近当前价格，APY越高，但币种转换的概率也越高。
双币投资订单一旦下单，无法取消。交割时自动完成结算。
订单类型推导：
```
cex_earn_list_dual_orders
```
接口无
```
type
```
字段。可通过
```
invest_currency
```
推导：加密货币（BTC、ETH等）→ Sell High（高抛）；稳定币（USDT）→ Buy Low（低吸）。通过
```
invest_currency
```
或
```
exercise_currency
```
筛选币种——无
```
instrument_name
```
字段。
订单状态值：
```
INIT
```
（待处理）、
```
SETTLEMENT_SUCCESS
```
（已结算）、
```
SETTLEMENT_PROCESSING
```
（结算中）、
```
CANCELED
```
（已取消）、
```
FAILED
```
（失败）、
```
REFUND_SUCCESS
```
/
```
REFUND_PROCESSING
```
/
```
REFUND_FAILED
```
→ 显示为“提前赎回”，绝不能显示为“退款”。提前赎回的订单无收益。

Settlement Rules (Gate Examples)

结算规则（Gate示例）

Sell High: Invest 1 BTC, target price 20,000 USDT, 31 days, 100% APY

Settlement price < 20,000 → payout = 1 × (1 + 100%/365×31) = 1.0849 BTC
Settlement price ≥ 20,000 → payout = 1 × 20,000 × (1 + 100%/365×31) = 21,698.63 USDT

Buy Low: Invest 20,000 USDT, target price 20,000 USDT, 31 days, 100% APY

Settlement price ≤ 20,000 → payout = 20,000/20,000 × (1 + 100%/365×31) = 1.0849 BTC
Settlement price > 20,000 → payout = 20,000 × (1 + 100%/365×31) = 21,698.63 USDT

高抛：投资1 BTC，目标价20,000 USDT，期限31天，APY 100%

结算价<20,000 → 收益=1 × (1 + 100%/365×31) = 1.0849 BTC
结算价≥20,000 → 收益=1 × 20,000 × (1 + 100%/365×31) = 21,698.63 USDT

低吸：投资20,000 USDT，目标价20,000 USDT，期限31天，APY 100%

结算价≤20,000 → 收益=20,000/20,000 × (1 + 100%/365×31) = 1.0849 BTC
结算价>20,000 → 收益=20,000 × (1 + 100%/365×31) = 21,698.63 USDT

Risk FAQ (Cases 13–14)

风险常见问题（场景13–14）

Q: Will I lose principal? (Case 13) A: Interest-guaranteed, not principal-protected. You always receive principal + interest, but the settlement currency may change. Sell-high may return crypto instead of USDT; buy-low may return USDT instead of crypto. The closer the target price to the current price, the higher the yield but also the higher the conversion risk.

Q: I sold high on BTC and it surged — did I lose money? (Case 14) A: When settlement price ≥ target price, you successfully sell at the target price and receive USDT, but miss gains above the target price. When settlement price < target price, you get back crypto + interest. This product suits sideways or mildly bullish markets; in strong bull markets you may "miss out" on excess gains.

问：我会损失本金吗？（场景13） 答：保本息不保本币。您始终能收回本金+利息，但结算币种可能发生变化。高抛订单可能收回加密货币而非USDT；低吸订单可能收回USDT而非加密货币。目标价越接近当前价格，收益越高，但币种转换的风险也越高。

问：我做了BTC高抛，价格暴涨了——我亏钱了吗？（场景14） 答：当结算价≥目标价时，您成功以目标价卖出并收到USDT，但会错失目标价以上的涨幅收益。当结算价<目标价时，您将收回加密货币+利息。本产品适合横盘或温和牛市行情；在强势牛市中，您可能会“错失”超额收益。

Safety Rules

安全规则

Timestamp display: All time fields are Unix timestamps (seconds). Format as yyyy-MM-dd
in UTC+0 timezone. Label table headers with "(UTC)". Do NOT assume the user's local timezone.
Delivery date field: For orders, "Delivery date" / "Expiry date" must always use delivery_time
. For plans, use delivery_timest
. Do NOT use any other timestamp field for delivery date — using the wrong field will produce incorrect dates.
APY display (applies to ALL dual tools — orders, plans, balance, etc.): Any APY/rate field (
```
apy
```
,
```
apy_display
```
,
```
apy_settlement
```
, or any other rate field) returned by any dual investment tool is a raw decimal (e.g.
```
0.85
```
means 85%). You MUST multiply by 100 then append
```
%
```
for display. Use the raw decimal only in formulas. This rule applies to
```
cex_earn_list_dual_investment_plans
```
,
```
cex_earn_list_dual_orders
```
,
```
cex_earn_list_dual_balance
```
, and any other dual tool.
Lock period display: Use the
```
invest_days
```
field (integer). Display as a whole number — no decimals. Do NOT derive from
```
invest_hours
```
by dividing.
No investment advice: Do not recommend specific plans or predict prices. Present data and let the user decide.
Non-principal-protected: Always clearly communicate that dual investment is NOT principal-protected and the user may receive a different currency.
Sensitive data: Never expose API keys, internal endpoint URLs, or raw error traces to the user.

时间戳显示：所有时间字段均为Unix时间戳（秒）。需格式化为**
```
yyyy-MM-dd
```
，时区为UTC+0**。表格表头需标注“(UTC)”。请勿假设用户的本地时区。
交割日期字段：对于订单，“交割日期”/“到期日期”必须始终使用**
```
delivery_time
```
字段。对于产品，使用
```
delivery_timest
```
**字段。请勿使用其他时间戳字段作为交割日期——使用错误字段会导致日期错误。
APY显示（适用于所有双币工具——订单、产品、余额等）：任何双币投资工具返回的APY/利率字段（
```
apy
```
、
```
apy_display
```
、
```
apy_settlement
```
或其他任何利率字段）均为原始小数（例如
```
0.85
```
表示85%）。您**必须乘以100后添加
```
%
```
**再进行展示。仅在计算公式中使用原始小数。本规则适用于
```
cex_earn_list_dual_investment_plans
```
、
```
cex_earn_list_dual_orders
```
、
```
cex_earn_list_dual_balance
```
及其他所有双币工具。
锁仓期限显示：使用
```
invest_days
```
字段（整数）。显示为整数——无小数。请勿通过
```
invest_hours
```
字段除以24推导。
不提供投资建议：请勿推荐特定产品或预测价格。仅展示数据，由用户自行决定。
非保本：必须明确告知用户双币投资不保本，且可能收到不同币种。
敏感数据：绝不能向用户暴露API密钥、内部接口URL或原始错误追踪信息。

Error Handling

错误处理

Condition	Response
Auth endpoint returns "not login"	"Please log in to your Gate account first."
`cex_earn_list_dual_investment_plans` returns empty	"No dual investment plans available at the moment."
`cex_earn_list_dual_orders` returns empty	"No dual investment orders found for the specified criteria."

条件	回复
验证接口返回“not login”	“请先登录您的Gate账户。”
`cex_earn_list_dual_investment_plans` 返回空	“目前暂无可用的双币投资产品。”
`cex_earn_list_dual_orders` 返回空	“未找到符合指定条件的双币投资订单。”

Prompt Examples & Scenarios

提示示例与场景

See scenarios.md for full prompt examples and expected behaviors covering all 13 cases.

查看 scenarios.md 获取覆盖所有13个场景的完整提示示例及预期行为。