diff --git a/frontend/src/views/backtest/New.vue b/frontend/src/views/backtest/New.vue
index 669b170..1fc113c 100644
--- a/frontend/src/views/backtest/New.vue
+++ b/frontend/src/views/backtest/New.vue
@@ -1,5 +1,5 @@
 <script setup lang="ts">
-import { ref, reactive, watch, onMounted } from 'vue'
+import { ref, reactive, computed, watch, onMounted } from 'vue'
 import { useRoute, useRouter } from 'vue-router'
 import { ElMessage } from 'element-plus'
 import { getStrategies, getParams, getInstances, type StrategyItem } from '@/api/strategy'
@@ -112,12 +112,31 @@ function onPickInstance(id: number | null): void {
   if (id != null) void applyInstance(id)
 }
 
+// 级联：类名→文件名映射（实例按 code_file 归属策略）
+const classToFile = ref<Record<string, string>>({})
+const instancesOfStrategy = computed(() => {
+  // 类名不在映射(mock 中文名/自输类名) → 不过滤退化为全量；有映射 → 严格级联
+  const file = classToFile.value[form.strategy]
+  return file ? instanceOptions.value.filter((i) => i.code_file === file) : instanceOptions.value
+})
+// 换策略后档案不属于它 → 清空选择（避免绑错档案）
+watch(() => form.strategy, () => {
+  if (selectedInstanceId.value != null && !instancesOfStrategy.value.some((i) => i.id === selectedInstanceId.value)) {
+    selectedInstanceId.value = null
+  }
+})
+
 onMounted(async () => {
   loading.value = true
   try {
     strategies.value = await getStrategies()
     try {
-      instanceOptions.value = await getInstances()
+      const [ins, fr] = await Promise.all([
+        getInstances(),
+        apiClient.get<{ files: FileLike[] }>('/strategy/files'),
+      ])
+      instanceOptions.value = ins
+      classToFile.value = Object.fromEntries(fr.data.files.map((f) => [f.class_name, f.name]))
     } catch {
       /* 档案下拉失败不阻塞 */
     }
@@ -211,24 +230,22 @@ async function onSubmit(): Promise<void> {
     <el-card class="blk" shadow="never" v-loading="loading">
       <template #header><span class="section-title">策略与参数</span></template>
       <el-form :model="form" label-width="120px">
-        <el-form-item label="实例档案">
+        <el-form-item label="策略 / 档案">
+          <el-select v-model="form.strategy" placeholder="选择策略" style="width: 300px">
+            <el-option v-for="s in strategies" :key="s.name" :label="s.name" :value="s.name" />
+          </el-select>
           <el-select
             :model-value="selectedInstanceId" clearable filterable
-            placeholder="选档案带出参数并回写结果（可选）；不选=自由回测"
-            style="width: 420px"
+            placeholder="实例档案(可选·带出参数)"
+            style="width: 260px; margin-left: 8px"
             @update:model-value="onPickInstance"
           >
             <el-option
-              v-for="i in instanceOptions" :key="i.id" :value="i.id"
-              :label="`${i.name}（${i.code_file || '—'}·${i.interval}）`"
+              v-for="i in instancesOfStrategy" :key="i.id" :value="i.id"
+              :label="`${i.name}（${i.interval}）`"
             />
           </el-select>
-          <span v-if="selectedInstanceId != null" class="muted form-hint">已绑档案 #{{ selectedInstanceId }}，完成后回写档案</span>
-        </el-form-item>
-        <el-form-item label="策略">
-          <el-select v-model="form.strategy" placeholder="选择策略" style="width: 320px">
-            <el-option v-for="s in strategies" :key="s.name" :label="s.name" :value="s.name" />
-          </el-select>
+          <span v-if="selectedInstanceId != null" class="muted form-hint">完成后回写档案 #{{ selectedInstanceId }}</span>
         </el-form-item>
         <el-form-item v-if="paramsList.length" label="参数">
           <div class="param-grid">
diff --git a/frontend/src/views/backtest/PortfolioBacktest.vue b/frontend/src/views/backtest/PortfolioBacktest.vue
index 57861f2..c6439ac 100644
--- a/frontend/src/views/backtest/PortfolioBacktest.vue
+++ b/frontend/src/views/backtest/PortfolioBacktest.vue
@@ -411,6 +411,15 @@ onMounted(async () => {
 
 // §12.6 选档案：跳转带入或页面下拉选择，提交带 instance_id 回写四格
 const instanceOptions = ref<{ id: number; name: string; code_file: string; interval: string }[]>([])
+// 级联：实例按 code_file 归属策略（form.strategy=文件名去 .py）
+const instancesOfStrategy = computed(() =>
+  instanceOptions.value.filter((i) => i.code_file.replace(/\.py$/, '') === form.strategy),
+)
+watch(() => form.strategy, () => {
+  if (selectedInstanceId.value != null && !instancesOfStrategy.value.some((i) => i.id === selectedInstanceId.value)) {
+    selectedInstanceId.value = null
+  }
+})
 
 function onPickInstance(id: number | null): void {
   selectedInstanceId.value = id
@@ -480,30 +489,28 @@ function fmtNum(v: number | null | undefined, digits = 2): string {
       <el-card class="blk" shadow="never">
         <template #header><span class="section-title">策略与选股</span></template>
         <el-form :model="form" label-width="120px">
-          <el-form-item label="实例档案">
-            <el-select
-              :model-value="selectedInstanceId" clearable filterable
-              placeholder="选档案带出参数并回写结果（可选）；不选=自由回测"
-              style="width: 420px"
-              @update:model-value="onPickInstance"
-            >
-              <el-option
-                v-for="i in instanceOptions" :key="i.id" :value="i.id"
-                :label="`${i.name}（${i.code_file || '—'}·${i.interval}）`"
-              />
-            </el-select>
-            <span v-if="selectedInstanceId != null" class="muted form-hint">已绑档案 #{{ selectedInstanceId }}，完成后回写档案</span>
-          </el-form-item>
           <el-form-item label="标的池">
             <el-select v-model="form.pool" style="width: 320px">
               <el-option v-for="opt in poolOptions" :key="opt.value" :label="opt.label" :value="opt.value" />
             </el-select>
             <span class="muted form-hint">MVP 默认 HS300 子集(20-30 只),快速验证链路</span>
           </el-form-item>
-          <el-form-item label="策略">
-            <el-select v-model="form.strategy" style="width: 320px">
+          <el-form-item label="策略 / 档案">
+            <el-select v-model="form.strategy" style="width: 300px">
               <el-option v-for="opt in strategyOptions" :key="opt.value" :label="opt.label" :value="opt.value" />
             </el-select>
+            <el-select
+              :model-value="selectedInstanceId" clearable filterable
+              placeholder="实例档案(可选·带出参数)"
+              style="width: 260px; margin-left: 8px"
+              @update:model-value="onPickInstance"
+            >
+              <el-option
+                v-for="i in instancesOfStrategy" :key="i.id" :value="i.id"
+                :label="`${i.name}（${i.interval}）`"
+              />
+            </el-select>
+            <span v-if="selectedInstanceId != null" class="muted form-hint">完成后回写档案 #{{ selectedInstanceId }}</span>
           </el-form-item>
           <el-form-item label="选股池上限">
             <el-input-number v-model="form.max_pool" :min="0" :step="10" :controls="false" style="width: 220px" />
diff --git a/frontend/src/views/live/New.vue b/frontend/src/views/live/New.vue
index 90f6cbf..6f84895 100644
--- a/frontend/src/views/live/New.vue
+++ b/frontend/src/views/live/New.vue
@@ -1,5 +1,5 @@
 <script setup lang="ts">
-import { ref, computed, onMounted } from 'vue'
+import { ref, computed, watch, onMounted } from 'vue'
 import { useRoute, useRouter } from 'vue-router'
 import { ElMessage } from 'element-plus'
 import { createLive, type LiveCreateRequest } from '@/api/live'
@@ -34,13 +34,23 @@ const PORTFOLIO_LABELS = STRATEGY_LABELS
 // §12.6 选实例发起：选中即预填+绑定；不选=自由配置（后端发起即建档）
 const instanceOptions = ref<Instance[]>([])
 const selectedInstanceId = ref<number | null>(null)
+// 级联：类名→文件名映射（实例按 code_file 归属策略）
+const classToFile = ref<Record<string, string>>({})
+const instancesOfCta = computed(() => {
+  const file = classToFile.value[form.value.strategy_class]
+  return file ? instanceOptions.value.filter((i) => i.code_file === file) : instanceOptions.value
+})
+const instancesOfPortfolio = computed(() =>
+  instanceOptions.value.filter((i) => i.code_file.replace(/\.py$/, '') === portfolioStrategy.value),
+)
 
 onMounted(async () => {
   try {
-    const { data } = await apiClient.get<{ files: { name: string; type: string }[] }>('/strategy/files')
+    const { data } = await apiClient.get<{ files: { name: string; type: string; class_name: string }[] }>('/strategy/files')
     portfolioOptions.value = data.files
       .filter((f) => f.type === 'portfolio')
       .map((f) => f.name.replace(/\.py$/, ''))
+    classToFile.value = Object.fromEntries(data.files.map((f) => [f.class_name, f.name]))
   } catch {
 
     /* 下拉加载失败不阻塞表单 */
@@ -71,6 +81,12 @@ const form = ref<LiveCreateRequest>({
   init_wait_sec: 60,
   mini_path: 'C:\\国金QMT交易端模拟\\userdata_mini',
 })
+// 换策略后档案不属于它 → 清空（避免绑错档案）。置 form 声明后（watch 源立即求值）
+watch([() => form.value.strategy_class, portfolioStrategy], () => {
+  if (selectedInstanceId.value == null) return
+  const pool = isPortfolio.value ? instancesOfPortfolio.value : instancesOfCta.value
+  if (!pool.some((i) => i.id === selectedInstanceId.value)) selectedInstanceId.value = null
+})
 
 const strategyClassOptions = [
   { value: 'AShareDoubleMaStrategy', label: 'AShareDoubleMaStrategy(双均线 A 股策略)' },
@@ -180,21 +196,6 @@ async function onSubmit(): Promise<void> {
       </div>
 
       <el-form label-width="140px" style="margin-top:16px">
-        <el-form-item label="实例档案">
-          <el-select
-            :model-value="selectedInstanceId" clearable filterable
-            placeholder="选档案发起（推荐）；不选=自由配置，提交后自动建档"
-            style="width: 420px"
-            @update:model-value="onPickInstance"
-          >
-            <el-option
-              v-for="i in instanceOptions" :key="i.id" :value="i.id"
-              :label="`${i.name}（${i.code_file || i.symbol_or_pool}·${i.interval}）`"
-            />
-          </el-select>
-          <span v-if="selectedInstanceId != null" class="muted form-hint">已绑档案 #{{ selectedInstanceId }}，提交用档案参数（发起时快照）</span>
-          <span v-else class="muted form-hint">策略库点「实盘」会带档案跳进来</span>
-        </el-form-item>
         <el-form-item label="实例名" required>
           <el-input v-model="form.name" placeholder="live-600000" style="width: 320px" />
           <span class="muted form-hint">页面显示用</span>
@@ -219,8 +220,8 @@ async function onSubmit(): Promise<void> {
       <el-card class="blk" shadow="never">
         <template #header><span class="section-title">标的与策略</span></template>
         <el-form :model="form" label-width="140px">
-          <el-form-item label="策略类">
-            <el-select v-model="form.strategy_class" style="width: 360px">
+          <el-form-item label="策略 / 档案">
+            <el-select v-model="form.strategy_class" style="width: 300px">
               <el-option
                 v-for="opt in strategyClassOptions"
                 :key="opt.value"
@@ -228,7 +229,19 @@ async function onSubmit(): Promise<void> {
                 :value="opt.value"
               />
             </el-select>
-            <span class="muted form-hint">实盘需 A 股适配(定寸/禁空/分钟合成),目前仅 DoubleMa 完成适配,其余策略陆续扩展</span>
+            <el-select
+              :model-value="selectedInstanceId" clearable filterable
+              placeholder="实例档案(可选·带出参数)"
+              style="width: 260px; margin-left: 8px"
+              @update:model-value="onPickInstance"
+            >
+              <el-option
+                v-for="i in instancesOfCta" :key="i.id" :value="i.id"
+                :label="`${i.name}（${i.interval}）`"
+              />
+            </el-select>
+            <span v-if="selectedInstanceId != null" class="muted form-hint">绑定档案 #{{ selectedInstanceId }}（发起时快照）</span>
+            <span class="muted form-hint">实盘需 A 股适配,目前仅 DoubleMa 完成适配</span>
           </el-form-item>
           <el-form-item label="策略实例名" required>
             <el-input v-model="form.strategy_name" placeholder="AShareDoubleMa_600000" style="width: 320px" />
@@ -296,14 +309,26 @@ async function onSubmit(): Promise<void> {
       <template #header><span class="section-title">组合策略与选股</span></template>
       <el-form :model="poolForm" label-width="140px">
         <el-form-item label="组合策略">
-          <el-select v-model="portfolioStrategy" style="width: 320px">
+          <el-select v-model="portfolioStrategy" style="width: 280px">
             <el-option
               v-for="p in portfolioOptions" :key="p"
               :label="PORTFOLIO_LABELS[p] ? `${PORTFOLIO_LABELS[p]}（${p}）` : p"
               :value="p"
             />
           </el-select>
-          <span class="muted form-hint">supervisor 拉起 runner_live 子进程(bullet_trade LiveEngine)</span>
+          <el-select
+            :model-value="selectedInstanceId" clearable filterable
+            placeholder="实例档案(可选·带出参数)"
+            style="width: 260px; margin-left: 8px"
+            @update:model-value="onPickInstance"
+          >
+            <el-option
+              v-for="i in instancesOfPortfolio" :key="i.id" :value="i.id"
+              :label="`${i.name}（${i.interval}）`"
+            />
+          </el-select>
+          <span v-if="selectedInstanceId != null" class="muted form-hint">绑定档案 #{{ selectedInstanceId }}（发起时快照）</span>
+          <span v-else class="muted form-hint">supervisor 拉起 runner_live 子进程(bullet_trade LiveEngine)</span>
         </el-form-item>
         <el-form-item label="标的池">
           <el-select v-model="poolForm.pool" style="width: 320px">
diff --git a/frontend/src/views/paper/New.vue b/frontend/src/views/paper/New.vue
index e993581..21909ef 100644
--- a/frontend/src/views/paper/New.vue
+++ b/frontend/src/views/paper/New.vue
@@ -21,6 +21,12 @@ const strategyType = ref<'cta' | 'portfolio'>('cta')
 // §12.6 选实例发起：选中即预填+绑定；不选=自由配置（后端发起即建档）
 const instanceOptions = ref<Instance[]>([])
 const selectedInstanceId = ref<number | null>(null)
+// 级联：类名→文件名映射（实例按 code_file 归属策略）
+const classToFile = ref<Record<string, string>>({})
+const instancesOfCta = computed(() => {
+  const file = classToFile.value[form.value.strategies[0]?.name]
+  return file ? instanceOptions.value.filter((i) => i.code_file === file) : instanceOptions.value
+})
 const poolForm = reactive({ pool: 'hs300_subset', max_pool: 30, benchmark: '000300.XSHG' })
 const POOL_OPTIONS = [
   { label: 'HS300 子集(小范围验证)', value: 'hs300_subset' },
@@ -38,12 +44,13 @@ onMounted(async () => {
   try {
     const [strats, files] = await Promise.all([
       getStrategies(),
-      apiClient.get<{ files: { name: string; type: string }[] }>('/strategy/files'),
+      apiClient.get<{ files: { name: string; type: string; class_name: string }[] }>('/strategy/files'),
     ])
     strategyOptions.value = strats
     portfolioOptions.value = files.data.files
       .filter((f) => f.type === 'portfolio')
       .map((f) => f.name.replace(/\.py$/, ''))
+    classToFile.value = Object.fromEntries(files.data.files.map((f) => [f.class_name, f.name]))
   } catch {
     /* 下拉加载失败不阻塞表单 */
   }
@@ -132,6 +139,15 @@ function onPickInstance(id: number | null): void {
 
 const isPortfolio = computed(() => strategyType.value === 'portfolio')
 const portfolioStrategy = ref('all_weather')
+const instancesOfPortfolio = computed(() =>
+  instanceOptions.value.filter((i) => i.code_file.replace(/\.py$/, '') === portfolioStrategy.value),
+)
+// 换策略后档案不属于它 → 清空（避免绑错档案）
+watch([() => form.value.strategies[0]?.name, portfolioStrategy], () => {
+  if (selectedInstanceId.value == null) return
+  const pool = strategyType.value === 'portfolio' ? instancesOfPortfolio.value : instancesOfCta.value
+  if (!pool.some((i) => i.id === selectedInstanceId.value)) selectedInstanceId.value = null
+})
 
 function setMode(m: string): void {
   // 组合类型不支持回放（历史回放走「组合回测」页）
@@ -237,32 +253,27 @@ function onSymbols(v: string): void {
 
     <el-card class="blk" shadow="never">
       <template #header><span class="section-title">{{ isPortfolio ? '组合策略与选股' : '标的与策略' }}</span></template>
-      <el-form label-width="120px" style="margin-bottom: 4px">
-        <el-form-item label="实例档案">
-          <el-select
-            :model-value="selectedInstanceId" clearable filterable
-            placeholder="选档案发起（推荐）；不选=自由配置，提交后自动建档"
-            style="width: 420px"
-            @update:model-value="onPickInstance"
-          >
-            <el-option
-              v-for="i in instanceOptions" :key="i.id" :value="i.id"
-              :label="`${i.name}（${i.code_file || i.symbol_or_pool}·${i.interval}）`"
-            />
-          </el-select>
-          <span v-if="selectedInstanceId != null" class="muted form-hint">已绑档案 #{{ selectedInstanceId }}，提交用档案参数（发起时快照）</span>
-          <span v-else class="muted form-hint">策略库点「实走/影子」会带档案跳进来</span>
-        </el-form-item>
-      </el-form>
       <el-form v-if="isPortfolio" :model="poolForm" label-width="120px">
         <el-form-item label="组合策略">
-          <el-select v-model="portfolioStrategy" style="width: 320px">
+          <el-select v-model="portfolioStrategy" style="width: 280px">
             <el-option
               v-for="p in portfolioOptions" :key="p"
               :label="PORTFOLIO_LABELS[p] ? `${PORTFOLIO_LABELS[p]}（${p}）` : p"
               :value="p"
             />
           </el-select>
+          <el-select
+            :model-value="selectedInstanceId" clearable filterable
+            placeholder="实例档案(可选·带出参数)"
+            style="width: 260px; margin-left: 8px"
+            @update:model-value="onPickInstance"
+          >
+            <el-option
+              v-for="i in instancesOfPortfolio" :key="i.id" :value="i.id"
+              :label="`${i.name}（${i.interval}）`"
+            />
+          </el-select>
+          <span v-if="selectedInstanceId != null" class="muted form-hint">绑定档案 #{{ selectedInstanceId }}（发起时快照）</span>
         </el-form-item>
         <el-form-item label="标的池">
           <el-select v-model="poolForm.pool" style="width: 320px">
@@ -313,11 +324,23 @@ function onSymbols(v: string): void {
             filterable
             allow-create
             placeholder="选择或输入策略类名"
-            style="width: 320px"
+            style="width: 280px"
           >
             <el-option v-for="s in strategyOptions" :key="s.name" :label="s.name" :value="s.name" />
           </el-select>
-          <span class="muted form-hint">CTA 策略（个股），如 DoubleMaStrategy</span>
+          <el-select
+            :model-value="selectedInstanceId" clearable filterable
+            placeholder="实例档案(可选·带出参数)"
+            style="width: 260px; margin-left: 8px"
+            @update:model-value="onPickInstance"
+          >
+            <el-option
+              v-for="i in instancesOfCta" :key="i.id" :value="i.id"
+              :label="`${i.name}（${i.interval}）`"
+            />
+          </el-select>
+          <span v-if="selectedInstanceId != null" class="muted form-hint">绑定档案 #{{ selectedInstanceId }}（发起时快照）</span>
+          <span v-else class="muted form-hint">CTA 策略（个股），如 DoubleMaStrategy</span>
         </el-form-item>
         <el-form-item label="撮合时点">
           <el-select v-model="form.strategies[0].match_session" style="width: 280px">