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How do I track my assets when trading in Spot and Futures mode?
While trading in Spot and Futures modes, you can monitor your assets through the Position and Assets tabs on the trading screen. We've seamlessly integrated these options to improve your trading experience. They're crafted to simplify navigation and elevate user satisfaction. Positions and assets are combined in one menuHow do I filter to track my positions and assets? Users will find their positions and assets displayed together under the Positions and Assets menu.Published on 23 Oct 2024Updated on 12 Feb 202619How to transfer crypto from Coinbase to OKX?
Advanced users can easily switch to Exchange mode to access features such as (stop)limit-orders, take-profit orders, trailing orders and even Bot trading.How to Transfer Crypto from Coinbase to OKX? As fully compliant crypto-exchange OKX follows all regulations regarding the Travel Rule, which ensures compliance with anti-money laundering (AML) and counter-terrorist financing (CTF) laws.Published on 19 June 2025Updated on 26 June 20256How can I do derivatives trading with the Jupyter Notebook?
What account mode and margin/trade mode are eligible for derivatives trading with the Jupyter Notebook? As mentioned in our last tutorial, in unified account, there are four account modes as we mentioned in the last tutorial: Spot mode, Spot and futures mode, Multi-currency margin mode, Portfolio margin mode. Note that only the last three margin modes, namely, spot and futures, multi-currency margin and portfolio margin, are eligible for derivatives trading.Published on 28 Sept 2023Updated on 12 Feb 2026195What are the advantages of using cross margin and isolated margin?
The unified account supports various futures mode, including spot, margin, expiry futures, perpetual futures, and options . The margin modes are divided into isolated margin and cross margin. Each futures mode has its advantages, and you can choose based on your trade needs.1. Advantages of isolated margin: Position isolation reduces risk. The margin and profit and loss for each position are calculated separately.Published on 20 Mar 2023Updated on 3 Feb 202641How do I add margin for margin trading?
The maximum amount you can add or reduce is displayed on the page.Increase or decrease margin in cross margin mode. In the cross margin mode, there is no additional button under the position. This is because the futures margin cross margin mode uses the entire value of a specific crypto as margin. If you want to make a margin call, you need to transfer a specific crypto to your trading account.Published on 20 Mar 2023Updated on 3 Feb 202635How can I do spot trading with the Jupyter Notebook?
How can I access the four different account modes? In our unified account system, there are four account modes: Spot mode Spot and futures mode Multi-currency margin mode Portfolio margin mode To understand the difference between different account modes and how to set up the account mode via the web UI, please read our dedicated guide. In margin mode or trade mode, the parameter tdMode determines how your position is going to be margined, which you need to set every time you place a new order.Published on 29 Sept 2023Updated on 10 Sept 2025545How do I use Trading bonus?
Detailed usage scope can be found in the table below: Account Mode Futures mode Position Mode Margin mode Applicable Products Perpetual Futures Options (exclude simple options)Rules for reclaiming Trading bonusTrading bonus voucher expiration Each Trading bonus voucher has expiration time.Published on 8 Mar 2024Updated on 19 Mar 20261,133What onboarding information is required for the government-owned enterprise?
These entities are typically created to engage in commercial activities on behalf of the government.Who are the key persons for a government-owned enterprise?Published on 13 Oct 2023Updated on 19 Mar 202661How do I adjust the color theme of the trading interface?
Follow below instructions to adjust the color theme of the trading interface: Navigate to the Chart settings menu at the side menu of your trading screen Select Settings to load the menu Select Interface and choose from predefined themes (dark mode or light mode) Select your preferred theme and interface from the Interface option If you're wondering how you can change the chart type, visit here.Published on 27 Nov 2024Updated on 10 Sept 202523How do I trade with OKX on TradingView?
> Account mode button and select Single currency margin Note: you can't trade in TradingView if your account mode is in Multi-currency margin or Margin free.Published on 29 July 2025Updated on 20 Jan 202665OKX API FAQ
You need to check the account mode first; buying and selling mode/opening and closing mode, which can be viewed here to obtain posMode. Note: In the case of opening and closing positions and placing orders using a contract, the posSide parameter is required, and long or short is filled in.Published on 20 Sept 2024Updated on 23 Mar 2026133How do I trade perpetual futures on OKX?
Choose the type of leverage for futures trading: after funding your futures account, you can select the margin mode (either Isolated or Cross) and choose the desired leverage multiplier. If you choose Isolated margin mode, only designated funds will be used as margin. In Cross margin mode, your entire account balance is used as margin.Published on 25 Mar 2024Updated on 11 Mar 2026129What is Proof of Reserves (PoR) user snapshot data?
Go to Trade > Settings > Account mode, you can also switch Isolated margin transfers between Auto transfer and Quick margin Select settings to view your account modeHere are examples of why the calculations are different Margin trading position mode: cross Account asset equity Asset equity snapshot Initial assets 15 ETH 9,000 USDT Order placing Account mode: single-currency Margin trading position mode: cross Buy 10 ETH at 1,087.24 and use ETH as margin The ETH order is filled with a fee of -0.01Published on 20 Jan 2023Updated on 4 Mar 2026492How do I verify OKX's ownership and balance of the wallet address?
/CheckBalance --mode="single_coin_total_balance" --coin_name="btc" --por_csv_filename=okx_por_20221122.csv Windows: CheckBalance.exe --mode="single_coin_total_balance" --coin_name="btc" --por_csv_filename=okx_por_20221122.csv Note: If you are using Mac and encounter "cannot open the tools because the developer can't be verified", please go to System preferences > Security&Privacy > General > Click the lock to make changes > Allow apps downloaded from App Store and identified developers The balancePublished on 26 Sept 2023Updated on 26 Jan 2026996What's OKX Security Assistant?
If they differ, there may be a risk.Browser no-plugin or incognito mode comparison Log in using a browser with no plugins or incognito/private mode and compare the address with the one shown in normal mode. If they differ, there may be a risk.Clipboard tampering test First, record the correct address in Notepad or Notes, then paste it into the input field or address bar. If it’s automatically changed, there may be a risk.What should I do if I suspect my device has been compromised?Published on 15 Jan 2026Updated on 13 Feb 202611