How to install okx-cex-bot
npx skills add https://github.com/okx/agent-skills --skill okx-cex-botFull instructions (SKILL.md)
Source of truth, from okx/agent-skills.
name: okx-cex-bot description: Manage Grid bots (spot/contract/coin-margined) and DCA Martingale bots (Spot DCA 现货马丁 / Contract DCA 合约马丁) on OKX. Covers create, stop, amend, monitor P&L, TP/SL, margin/investment adjustment, and AI-recommended parameters. Requires API credentials. Not for regular orders (okx-cex-trade), market data (okx-cex-market), or account info (okx-cex-portfolio). license: MIT metadata: author: okx version: "1.3.2" homepage: "https://www.okx.com" agent: emoji: "🤖" requires: bins: ["okx"] install: - id: npm kind: node package: "@okx_ai/okx-trade-cli@1.3.2" bins: ["okx"] label: "Install okx CLI (npm)"
OKX CEX Bot Trading
Grid and DCA (Spot & Contract Martingale) bot management on OKX. All bots are native OKX server-side — they run on OKX and do not require a local process.
Preflight
Before running any command, follow ../_shared/preflight.md.
Use metadata.version from this file's frontmatter as the reference for Step 2.
Prerequisites
npm install -g @okx_ai/okx-trade-cli
okx config init # select site -> follow browser OAuth flow
Security: NEVER accept credentials in chat. Guide users to
okx config initfor setup.
Credential & Profile Check
Run before every authenticated command. The auth method is detected during preflight Step 2 and remembered for the session.
Step A — Verify credentials
Run both commands — the apiKey field from okx auth status --json is the auth-binary's internal state and is always false regardless of whether ~/.okx/config.toml has an API-key profile. okx config show --json is the only authoritative source for API-key presence.
okx config show --json # reveals API-key profiles (TOML config)
okx auth status --json # reveals OAuth session state (auth-binary state)
Apply in this order — first match wins:
config show --jsonhas any profile with a non-emptyapi_keyfield → API Key mode. Proceed to Step B.- No API-key profile AND
auth status --jsonreturns"status":"logged_in"→ OAuth mode. Proceed to Step B. - No API-key profile AND
"status":"pending"— login is in progress, wait for it to complete. - No API-key profile AND
"status":"not_logged_in"— stop, loadokx-cex-authskill and follow login steps, wait for completion.
Step B — Confirm trading mode
Resolution:
- User intent is clear ("real"/"实盘"/"live" → live; "test"/"模拟"/"demo" → demo) → use it, inform user
- No explicit declaration → check conversation context for previous choice → reuse if found
- Nothing found → ask: "Live (实盘) or Demo (模拟盘)?" — wait before proceeding
How to apply the mode depends on auth method (detected in Step A):
| Auth method | Live (实盘) | Demo (模拟盘) |
|---|---|---|
| API Key | --profile <live-profile> | --profile <demo-profile> |
| OAuth | (no flag needed, live is default) | --demo |
- API Key users: run
okx config show --jsonto discover available profile names and theirdemosettings. - OAuth users: omit flags for live; add
--demofor simulated trading.
After every command: append [mode: live] or [mode: demo]
Handling 401 Errors
Authentication error (error contains "401", "Session expired", or "Run okx auth login first"):
- Stop immediately
- Load
okx-cex-authskill and follow re-authentication steps - Retry original command
Skill Routing
| Need | Skill |
|---|---|
| Market data, prices, depth | okx-cex-market |
| Account balance, positions, fees | okx-cex-portfolio |
| Regular spot/swap/futures orders | okx-cex-trade |
| Grid / DCA bots | okx-cex-bot (this skill) |
Command Index
Grid Bot
| Command | Type | Description |
|---|---|---|
okx bot grid create | WRITE | Create a grid bot (spot or contract) |
okx bot grid amend | WRITE | Amend price range, grid count, or TP/SL of a running grid bot |
okx bot grid stop | WRITE | Stop a grid bot |
okx bot grid orders | READ | List active or history grid bots |
okx bot grid details | READ | Grid bot details + PnL |
okx bot grid sub-orders | READ | Individual grid fills or pending orders |
DCA Bot (Spot & Contract)
| Command | Type | Description |
|---|---|---|
okx bot dca create | WRITE | Create a DCA (Martingale) bot (spot or contract) |
okx bot dca stop | WRITE | Stop a DCA bot (spot or contract) |
okx bot dca orders | READ | List active or history DCA bots (default: contract_dca) |
okx bot dca details | READ | DCA bot details + PnL |
okx bot dca sub-orders | READ | DCA cycles and orders within a cycle |
Operation Flow
Step 1 — Identify bot type and action
Parse user request → determine module (Grid / DCA) and action (create / stop / list / details).
Step 2 — Execute
READ commands (orders, details, sub-orders): run immediately after profile confirmation.
WRITE commands (create, amend, stop): confirm key parameters with user once before executing.
Step 3 — Verify after writes
- After create → run the corresponding
orderscommand to confirm active - After amend → run
bot grid detailsto confirm updated config - After stop → run
orders --historyto confirm stopped
Key Rules
- Never auto-transfer funds. If balance is insufficient for bot creation, report the shortfall (current available vs required) and ask the user how to proceed: (1) transfer funds manually, (2) reduce size, or (3) cancel.
algoIdis the bot's algo order ID (from create or list output). It is NOT a normalordId. Never fabricate — always obtain from a prior command.algoOrdTypefor grid must match the bot's actual type. Always use the value frombot grid orders— do not infer from user description alone. Mismatch causes error50016.- When operating on existing bots, always list first to get correct IDs, unless the user provides them explicitly.
- TP/SL constraints:
tpTriggerPx/tpRatioandslTriggerPx/slRatioare mutually exclusive pairs.
CLI Command Reference
Grid Bot — Create
okx bot grid create --instId <id> --algoOrdType <type> \
--maxPx <px> --minPx <px> --gridNum <n> \
[--runType <1|2>] \
[--quoteSz <n>] [--baseSz <n>] \
[--direction <long|short|neutral>] [--lever <n>] [--sz <n>] \
[--basePos] [--no-basePos] \
[--tpTriggerPx <px>] [--slTriggerPx <px>] [--tpRatio <ratio>] [--slRatio <ratio>] \
[--algoClOrdId <id>] [--json]
| Param | Required | Default | Description |
|---|---|---|---|
--instId | Yes | - | Instrument (e.g., BTC-USDT for spot, BTC-USDT-SWAP for USDT-M contract, BTC-USD-SWAP for coin-M contract) |
--algoOrdType | Yes | - | grid (spot grid) or contract_grid (contract grid, including coin-margined) |
--maxPx | Yes | - | Upper price boundary |
--minPx | Yes | - | Lower price boundary |
--gridNum | Yes | - | Grid levels (2–100) |
--runType | No | 1 | 1=arithmetic spacing, 2=geometric spacing |
--quoteSz | Cond. | - | USDT investment — spot grid only (provide quoteSz or baseSz) |
--baseSz | Cond. | - | Base currency investment — spot grid only |
--direction | Cond. | - | long, short, or neutral — required for contract grid |
--lever | Cond. | - | Leverage (e.g., 5) — contract grid only |
--sz | Cond. | - | Investment margin in USDT (USDT-M) or coin (coin-M) — contract grid only |
--basePos / --no-basePos | No | true | Open a base position at creation — contract grid only (ignored for neutral). Use --no-basePos to disable |
--tpTriggerPx | No | - | Take-profit trigger price (mutually exclusive with --tpRatio) |
--slTriggerPx | No | - | Stop-loss trigger price (mutually exclusive with --slRatio) |
--tpRatio | No | - | Take-profit ratio — contract grid only (mutually exclusive with --tpTriggerPx) |
--slRatio | No | - | Stop-loss ratio — contract grid only (mutually exclusive with --slTriggerPx) |
--algoClOrdId | No | - | Client-defined algo order ID (1-32 alphanumeric). Unique per user, enables idempotent creation |
Grid Bot — Amend
okx bot grid amend --algoId <id> \
[--maxPx <px> --minPx <px> --gridNum <n>] \
[--instId <id>] \
[--tpTriggerPx <px>] [--slTriggerPx <px>] \
[--tpRatio <ratio>] [--slRatio <ratio>] \
[--topUpAmt <n>] [--json]
Supports two modes that can be combined in one call:
Price-range mode — triggered when --maxPx is provided:
| Param | Required | Description |
|---|---|---|
--algoId | Yes | Grid bot algo order ID |
--maxPx | Yes | New upper price boundary |
--minPx | Yes (with maxPx) | New lower price boundary |
--gridNum | Yes (with maxPx) | New grid count (integer) |
--topUpAmt | No | Extra margin to add (contract grid only; omit to auto-use minimum required) |
TP/SL mode — triggered when at least one TP/SL param is provided; --instId is also required:
| Param | Required | Description |
|---|---|---|
--instId | Yes | Instrument ID (e.g., BTC-USDT) |
--tpTriggerPx | No | Take-profit trigger price (absolute). Pass -1 to clear |
--slTriggerPx | No | Stop-loss trigger price (absolute). Pass -1 to clear |
--tpRatio | No | Take-profit ratio (e.g., 0.1 = 10%). Contract grid only. Pass -1 to clear |
--slRatio | No | Stop-loss ratio (e.g., 0.1 = 10%). Contract grid only. Pass -1 to clear |
--topUpAmt | No | Extra margin to add (contract grid only) |
Note:
tpTriggerPx/tpRatioare mutually exclusive. Same forslTriggerPx/slRatio.
Grid Bot — Stop
okx bot grid stop --algoId <id> --algoOrdType <type> --instId <id> \
[--stopType <1|2>] [--json]
--algoIdand--algoOrdTypemust come frombot grid ordersoutput. ThealgoOrdTypemust match the bot's actual type — do not guess.
--stopType | Behavior |
|---|---|
1 | Stop + sell/close all positions at market (default) |
2 | Stop + keep current assets as-is |
Grid Bot — List Orders
okx bot grid orders --algoOrdType <type> [--instId <id>] [--algoId <id>] [--history] [--json]
| Param | Required | Default | Description |
|---|---|---|---|
--algoOrdType | Yes | - | grid (spot), contract_grid (contract), or moon_grid (moon) |
--instId | No | - | Filter by instrument |
--algoId | No | - | Filter by algo order ID. NOT a normal trade order ID |
--history | No | false | Show completed/stopped bots instead of active |
Grid Bot — Details
okx bot grid details --algoOrdType <type> --algoId <id> [--json]
Returns: bot config, current PnL (pnlRatio), grid range, number of grids, state, position info.
Grid Bot — Sub-Orders
okx bot grid sub-orders --algoOrdType <type> --algoId <id> [--live] [--json]
| Flag | Effect |
|---|---|
| (default) | Filled sub-orders (executed grid trades) |
--live | Pending grid orders currently on the book |
DCA Bot — Create (Spot & Contract)
okx bot dca create --algoOrdType <spot_dca|contract_dca> --instId <id> --direction <long|short> \
--initOrdAmt <n> --maxSafetyOrds <n> --tpPct <ratio> \
[--lever <n>] [--safetyOrdAmt <n>] [--pxSteps <ratio>] [--pxStepsMult <mult>] [--volMult <mult>] \
[--slPct <ratio>] [--slMode <limit|market>] [--allowReinvest] \
[--triggerStrategy <instant|price|rsi>] [--triggerPx <price>] \
[--triggerCond <cross_up|cross_down>] [--thold <threshold>] [--timeframe <timeframe>] [--timePeriod <period>] \
[--algoClOrdId <id>] [--reserveFunds <true|false>] [--tradeQuoteCcy <ccy>] [--json]
| Param | Required | Default | Description |
|---|---|---|---|
--algoOrdType | Yes | - | spot_dca (Spot DCA) or contract_dca (Contract DCA) |
--instId | Yes | - | Instrument (e.g., BTC-USDT for spot, BTC-USDT-SWAP for contract) |
--lever | Cond. | - | Leverage multiplier (e.g., 3). Required for contract_dca |
--direction | Yes | - | long or short. spot_dca must be long |
--initOrdAmt | Yes | - | Initial order amount (quote currency) |
--maxSafetyOrds | Yes | - | Max safety orders, integer [0, 100] (e.g., 3; 0 = no DCA) |
--safetyOrdAmt | Cond. | - | Safety order amount (quote currency). Required when maxSafetyOrds > 0 |
--pxSteps | Cond. | - | Initial price deviation [0.001, 0.5], e.g., 0.03 = 3%. Required when maxSafetyOrds > 0 |
--pxStepsMult | Cond. | 1 | Price step multiplier (e.g., 1.2). Required when maxSafetyOrds > 0 |
--volMult | Cond. | 1 | Safety order size multiplier (e.g., 1.5). Required when maxSafetyOrds > 0 |
--tpPct | Yes | - | Take-profit ratio: long [0.001, 10], short [0.001, 0.9999] (e.g., 0.03 = 3%) |
--slPct | No | - | Stop-loss ratio, must exceed MPD (e.g., 0.05 = 5%). Must be used with --slMode |
--slMode | No | market | Stop-loss type: limit or market. Must be used with --slPct |
--allowReinvest | No | true | Reinvest profit into the next DCA cycle |
--triggerStrategy | No | instant | contract_dca: instant, price, rsi; spot_dca: instant, rsi |
--triggerPx | No | - | Trigger price — required when triggerStrategy=price (contract_dca only) |
--triggerCond | No | - | cross_up or cross_down — required when triggerStrategy=rsi, optional when triggerStrategy=price |
--thold | No | - | RSI threshold (e.g. 30) — required when triggerStrategy=rsi |
--timeframe | No | - | RSI timeframe (e.g. 15m) — required when triggerStrategy=rsi |
--timePeriod | No | 14 | RSI period — optional when triggerStrategy=rsi |
--algoClOrdId | No | - | Client-defined strategy order ID (1-32 alphanumeric) |
--reserveFunds | No | true | true or false — whether to reserve funds |
--tradeQuoteCcy | No | - | Trade quote currency |
Conditional required logic:
- Always required:
--algoOrdType,--instId,--direction,--initOrdAmt,--maxSafetyOrds,--tpPct - When
algoOrdType=contract_dca: also required--lever - When
maxSafetyOrds > 0: also required--safetyOrdAmt,--pxSteps,--pxStepsMult,--volMult --slPctand--slModemust be both set or both omitted
DCA Bot — Stop
okx bot dca stop --algoOrdType <spot_dca|contract_dca> --algoId <id> [--stopType <1|2>] [--json]
| Param | Required | Default | Description |
|---|---|---|---|
--algoOrdType | Yes | - | spot_dca or contract_dca |
--algoId | Yes | - | DCA bot algo order ID (from create or list output). NOT a normal trade order ID |
--stopType | Cond. | 1 (contract_dca) | Required for spot_dca: 1=sell all tokens, 2=keep tokens. contract_dca always uses 1 (close position) |
DCA Bot — List Orders
okx bot dca orders [--algoOrdType <spot_dca|contract_dca>] [--algoId <id>] [--instId <id>] [--history] [--json]
| Param | Required | Default | Description |
|---|---|---|---|
--algoOrdType | No | contract_dca | Filter by strategy type |
--algoId | No | - | Filter by DCA bot algo order ID |
--instId | No | - | Filter by instrument |
--history | No | false | Show completed/stopped bots instead of active |
DCA Bot — Details
okx bot dca details --algoOrdType <spot_dca|contract_dca> --algoId <id> [--json]
Returns: avgPx, upl, liqPx, sz, tpPx, slPx, initPx, fundingFee, fee, fillSafetyOrds, algoClOrdId, baseSz, quoteSz, tradeQuoteCcy.
DCA Bot — Sub-Orders
okx bot dca sub-orders --algoOrdType <spot_dca|contract_dca> --algoId <id> [--cycleId <id>] [--json]
| Flag / Param | Effect |
|---|---|
| (default) | List all cycles |
--cycleId <id> | Show orders within a specific cycle |
Quickstart
# Spot grid: BTC $90k–$100k, 10 grids, 1000 USDT
okx bot grid create --instId BTC-USDT --algoOrdType grid \
--minPx 90000 --maxPx 100000 --gridNum 10 --quoteSz 1000
# Contract grid: BTC perp, neutral, 5x, 100 USDT margin
okx bot grid create --instId BTC-USDT-SWAP --algoOrdType contract_grid \
--minPx 90000 --maxPx 100000 --gridNum 10 \
--direction neutral --lever 5 --sz 100
# Coin-margined contract grid: BTC inverse perp
okx bot grid create --instId BTC-USD-SWAP --algoOrdType contract_grid \
--minPx 90000 --maxPx 100000 --gridNum 10 \
--direction long --lever 5 --sz 0.01
# Contract DCA bot: BTC perp, long, 3x, 3% TP
okx bot dca create --algoOrdType contract_dca --instId BTC-USDT-SWAP --lever 3 --direction long \
--initOrdAmt 100 --safetyOrdAmt 50 --maxSafetyOrds 3 \
--pxSteps 0.03 --pxStepsMult 1 --volMult 1 --tpPct 0.03
# Spot DCA bot: BTC spot, long, 5% TP
okx bot dca create --algoOrdType spot_dca --instId BTC-USDT --direction long \
--initOrdAmt 100 --safetyOrdAmt 50 --maxSafetyOrds 3 \
--pxSteps 0.03 --pxStepsMult 1.2 --volMult 1.5 --tpPct 0.05
# Amend grid price range
okx bot grid amend --algoId 3486105572796182528 --maxPx 102000 --minPx 88000 --gridNum 14
# Amend grid TP/SL
okx bot grid amend --algoId 3486105572796182528 --instId BTC-USDT --tpTriggerPx 110000 --slTriggerPx 80000
# Amend both in one call (combined mode)
okx bot grid amend --algoId 3486105572796182528 \
--maxPx 102000 --minPx 88000 --gridNum 14 \
--instId BTC-USDT --tpTriggerPx 110000 --slTriggerPx 80000
# Clear TP/SL (use =-1 syntax for negative values)
okx bot grid amend --algoId 3486105572796182528 --instId BTC-USDT --tpTriggerPx=-1 --slTriggerPx=-1
# List all active bots
okx bot grid orders --algoOrdType grid
okx bot grid orders --algoOrdType contract_grid
okx bot dca orders --algoOrdType contract_dca
okx bot dca orders --algoOrdType spot_dca
Cross-Skill Workflows
Spot Grid Bot
User: "Start a BTC grid bot between $90k and $100k with 10 grids, invest 1000 USDT"
1. okx-cex-market okx market ticker BTC-USDT → confirm price is in range
2. okx-cex-portfolio okx account balance USDT → confirm available funds
↓ user approves
3. okx-cex-bot okx bot grid create --instId BTC-USDT --algoOrdType grid \
--minPx 90000 --maxPx 100000 --gridNum 10 --quoteSz 1000
4. okx-cex-bot okx bot grid orders --algoOrdType grid → confirm bot is active
5. okx-cex-bot okx bot grid details --algoOrdType grid --algoId <id> → monitor PnL
Contract DCA Bot
User: "Start a long DCA bot on BTC perp, 3x leverage, $200 initial, 3% TP"
1. okx-cex-market okx market ticker BTC-USDT-SWAP → confirm current price
2. okx-cex-portfolio okx account balance USDT → confirm margin
↓ user approves
3. okx-cex-bot okx bot dca create --algoOrdType contract_dca --instId BTC-USDT-SWAP \
--lever 3 --direction long \
--initOrdAmt 200 --safetyOrdAmt 100 --maxSafetyOrds 3 \
--pxSteps 0.03 --pxStepsMult 1 --volMult 1 --tpPct 0.03
4. okx-cex-bot okx bot dca orders --algoOrdType contract_dca → confirm active
5. okx-cex-bot okx bot dca details --algoOrdType contract_dca --algoId <id> → monitor PnL
Spot DCA Bot
User: "帮我在现货上 DCA BTC,首单 100 USDT,5% 止盈"
1. okx-cex-market okx market ticker BTC-USDT → confirm current price
2. okx-cex-portfolio okx account balance USDT → confirm funds
↓ user approves
3. okx-cex-bot okx bot dca create --algoOrdType spot_dca --instId BTC-USDT \
--direction long \
--initOrdAmt 100 --safetyOrdAmt 50 --maxSafetyOrds 3 \
--pxSteps 0.03 --pxStepsMult 1.2 --volMult 1.5 --tpPct 0.05
4. okx-cex-bot okx bot dca orders --algoOrdType spot_dca → confirm active
Edge Cases
Grid Bot
- Price out of range:
--minPxmust be < current price <--maxPx; check withokx-cex-marketfirst - Insufficient balance: check
okx-cex-portfolio→account balancebefore creating. If insufficient, do NOT auto-transfer — report the shortfall and ask the user for instructions - Contract grid direction:
long(buys more at lower prices),short(sells at higher),neutral(both). Direction is required for contract grid - Contract grid basePos: defaults to
true— long/short grids automatically open a base position at creation. Neutral direction ignores this. Pass--no-basePosto disable - Contract grid --sz: investment margin in USDT (USDT-M) or coin (coin-M), not number of contracts
- Coin-margined grids: use inverse instruments (e.g.,
BTC-USD-SWAP). Margin unit is the base coin (BTC), not USDT - Stop type:
stopType 1sells/closes all (default);stopType 2keeps assets as-is (spot grid) or leaves position open for manual close (contract grid) - TP/SL:
tpTriggerPx/tpRatioandslTriggerPx/slRatioare mutually exclusive pairs. Ratio-based TP/SL is contract grid only - Amend — at least one mode required: must provide either price-range params (
--maxPx+--minPx+--gridNum) or TP/SL params; providing neither returns a validation error - Amend — combined mode: price-range and TP/SL can be combined in one call (two sequential API requests internally)
- Amend — clear TP/SL: pass
--tpTriggerPx=-1or--slTriggerPx=-1(use=syntax for negative values, not--flag -1) - Amend — contract grid topUpAmt: if new range requires more margin, provide
--topUpAmt; omit to auto-use the minimum required - Amend — spot grid topUpAmt: not supported; omit
--topUpAmtfor spot grids - Already stopped bot: stop returns error — check
bot grid orders --historyfirst to confirm state - Insufficient margin (51340): extract required minimum from error, check balance via
okx-cex-portfolio, report shortfall to user — do NOT auto-transfer - Demo mode:
okx --demo bot grid create ...(OAuth) orokx --profile <demo-profile> bot grid create ...(API Key) — safe for testing, no real funds - algoClOrdId duplicate: if the same
algoClOrdIdalready exists, the API returns error code51065
DCA Bot
- Spot DCA direction: must always be
long. If user says "short spot DCA", explain that spot DCA only supports long direction - Spot DCA stopType: always ask user whether to sell all tokens (
1) or keep them (2) when stopping - Contract DCA lever: required. If missing, the tool returns a validation error
- pxStepsMult:
1.0= equal spacing;>1.0= widen gaps between successive safety orders - volMult:
1.0= equal sizes;>1.0= increase per safety order (Martingale scaling) - triggerStrategy:
instantstarts immediately;pricewaits for trigger price (contract_dca only);rsiwaits for RSI condition (both spot_dca and contract_dca) - Already stopped bot: stop returns error — check
bot dca orders --historyfirst - Demo mode:
okx --demo bot dca create ...(OAuth) orokx --profile <demo-profile> bot dca create ...(API Key) — safe testing, no real funds - INVALID_PRICE_STEPS_MULTIPLIER error: adjust
slPct. Recalculate MPD = Σ(pxSteps × pxStepsMult^i) for i = 0..maxSafetyOrds−1, then setslPct> MPD - algoClOrdId duplicate: error code
51065
Communication Guidelines
- Grid/DCA: use "bot" not "strategy" (e.g., "grid bot", "DCA bot")
- DCA: always say "DCA" or "Martingale" — DCA supports both Spot DCA and Contract DCA
- Chinese: Grid = "网格", Spot DCA = "现货马丁", Contract DCA = "合约马丁"
- Use natural language for parameters — "What price range?" not "Enter minPx and maxPx"
- If the user already provides values, map directly — don't re-ask
Parameter Display Names
{base}and{quote}: extract frominstIdby splitting on-. E.g.,BTC-USDT-SWAP→ base=BTC, quote=USDT.
Grid Bot — Spot (algoOrdType=grid)
| API Field | EN | ZH |
|---|---|---|
instId | Trading pair | 交易对 |
minPx | Lower price bound | 网格下限价格 |
maxPx | Upper price bound | 网格上限价格 |
gridNum | Number of grids | 网格数量 |
quoteSz | Investment amount ({quote}) | 投入金额({quote}) |
baseSz | Investment amount ({base}) | 投入金额({base}) |
runType | Spacing mode (1=arithmetic, 2=geometric) | 网格间距模式(1=等差, 2=等比) |
stopType | Stop behavior | 停止方式 |
Grid Bot — Contract (algoOrdType=contract_grid)
| API Field | EN | ZH |
|---|---|---|
instId | Trading pair | 交易对 |
minPx | Lower price bound | 网格下限价格 |
maxPx | Upper price bound | 网格上限价格 |
gridNum | Number of grids | 网格数量 |
sz | Investment margin (USDT for USDT-M; {base} for coin-M) | 投入保证金(USDT-M 为 USDT;币本位为 {base}) |
direction | Direction (long / short / neutral) | 方向(做多 / 做空 / 中性) |
lever | Leverage | 杠杆倍数 |
runType | Spacing mode (1=arithmetic, 2=geometric) | 网格间距模式(1=等差, 2=等比) |
basePos | Open base position | 是否开底仓 |
stopType | Stop behavior | 停止方式 |
DCA Bot (Spot & Contract)
| API Field | EN | ZH |
|---|---|---|
algoOrdType | Strategy type (spot/contract) | 策略类型(现货/合约) |
instId | Trading pair | 交易对 |
initOrdAmt | Initial order amount ({quote}) | 首单金额({quote}) |
safetyOrdAmt | Safety order amount ({quote}) | 补仓金额({quote}) |
maxSafetyOrds | Max safety orders | 最大补仓次数 |
pxSteps | Price drop per safety order (%) | 补仓价格跌幅(%) |
pxStepsMult | Price step multiplier | 补仓跌幅倍数 |
volMult | Safety order size multiplier | 补仓金额倍数 |
tpPct | Take-profit ratio (%) | 止盈比例(%) |
slPct | Stop-loss ratio (%) | 止损比例(%) |
slMode | Stop-loss type (limit/market) | 止损类型(限价/市价) |
lever | Leverage | 杠杆倍数 |
direction | Direction (long/short) | 方向(做多/做空) |
allowReinvest | Reinvest profit | 利润再投入 |
triggerStrategy | Trigger mode (contract_dca: instant/price/rsi; spot_dca: instant/rsi) | 触发方式 |
triggerPx | Trigger price | 触发价格 |
algoClOrdId | Client order ID | 客户端策略订单 ID |
stopType | Stop type (sell all / keep tokens) | 停止类型(卖出/保留) |
reserveFunds | Reserve funds | 预留资金 |
slPctstop-loss logic:
- Long: stop-loss price = initial fill price × (1 − slPct)
- Short: stop-loss price = initial fill price × (1 + slPct) When triggered and position fully closed, the bot ends.
Global Notes
- All bots run on OKX servers — stopping the CLI does not affect them
- Auth method and trading mode are determined in "Credential & Profile Check"; see that section for parameter rules
--jsonreturns the raw OKX API v5 response by default. Add--envto wrap the output as{"env": "<live|demo>", "profile": "<name>", "data": <response>}- Rate limit: 20 requests per 2 seconds per UID
- Grid
--gridNumrange: 2–100
Related skills
More from okx/agent-skills and the wider catalog.
okx-cex-market
Use this skill when the user asks for: price of any asset, ticker, order book, candles, OHLCV, funding rate, open interest, OI change scanner, market screener (top movers, high-volume, newly listed), mark price, index price, recent trades, instrument list, stock tokens, metals prices (gold, XAU, XAG), commodities (oil, OIL), forex rates (EUR/USD, EURUSDT), bond instruments, non-crypto assets, or any technical indicator query (RSI, MACD, EMA, Bollinger Bands, KDJ, SuperTrend, AHR999, BTC rainbow, and 70+ more). All commands are read-only and do NOT require API credentials. Do NOT use for account balance/positions (okx-cex-portfolio), placing/cancelling orders (okx-cex-trade), or bots (okx-cex-bot).
okx-cex-trade
Use this skill when the user asks to 'buy BTC', 'sell ETH', 'place a limit order', 'cancel my order', 'amend my order', 'long BTC perp', 'short ETH swap', 'open a position', 'close a position', 'set TP/SL', 'trailing stop', 'set leverage', 'check my orders', 'fill history', 'buy/sell call/put option', 'option chain', 'implied volatility', 'IV', 'option Greeks (delta/gamma/theta/vega)', 'delta hedge', 'option fills', 'event contract', 'buy Yes/No', 'buy Up/Down', 'BTC above', 'price above', '15min price', 'prediction market', 'browse event contracts', 'list event contracts', 'available prediction markets', or any request to browse, place, cancel, or amend spot, swap, futures, options, or event contract orders on OKX. Covers spot trading, perpetual swap, delivery futures, options (calls/puts, Greeks, IV), event contracts (Yes/No, Up/Down), and algo orders (TP/SL/trailing). Requires API credentials. Do NOT use for market data (okx-cex-market), balances/positions (okx-cex-portfolio), or bots (okx-cex-bot).
okx-cex-portfolio
This skill should be used when the user asks about 'account balance', 'how much USDT do I have', 'my funding account', 'show my positions', 'open positions', 'position P&L', 'unrealized PnL', 'closed positions', 'position history', 'realized PnL', 'account bills', 'transaction history', 'trading fees', 'fee tier', 'account config', 'max order size', 'how much can I buy', 'withdrawable amount', 'transfer funds', 'move USDT to trading account', or 'switch position mode'. Also use for '总资产', 'full balance', 'all assets', 'total holdings', 'net worth', 'how much do I have in total', 'show all my balances', 'all account balances', 'asset overview'. Requires API credentials. Do NOT use for market prices (use okx-cex-market), placing/cancelling orders (use okx-cex-trade), or grid/DCA bots (use okx-cex-bot).
okx-cex-earn
Manages OKX Simple Earn (flexible savings/lending), Flash Earn, On-chain Earn (staking/DeFi), Dual Investment (DCD/双币赢), and AutoEarn (自动赚币) via the okx CLI. Use this skill whenever the user wants to check earn balances, browse flash-earn projects, subscribe or redeem earn products, view or set lending rates, monitor on-chain staking orders, interact with dual investment structured products, or manage auto-earn — even if phrased casually as 活期赚币, 定期赚币, 闪赚, 赚币, 申购, 赎回, 链上赚币, 质押, 理财, 双币赢, 双币理财, 双币申购, 高卖, 低买, dual investment, DCD, flash earn, buy low, sell high structured product, earn with target price, 目标价, 自动赚币, auto earn, auto-earn, 自动借出, 自动质押, auto lend, auto staking, USDG earn, USDG 赚币, 闲置资金自动理财, fixed earn, fixed deposit, term deposit, 定期理财, 定期. Also use when the user asks about idle funds and whether to earn on them.
okx-cex-skill-mp
Use this skill when the user asks to: 'find a trading skill', 'search for skills', 'install a skill', 'add a skill', 'download a skill', 'browse skill marketplace', 'what skills are available', 'update a skill', 'check for skill updates', 'remove a skill', 'uninstall a skill', 'list installed skills', 'show my skills', 'skill categories', or any request to discover, install, update, or manage AI trading skills from the OKX Skills Marketplace. This skill covers searching, browsing categories, installing via CLI, downloading zip packages, checking for updates, and removing installed skills. Requires API credentials for marketplace API access. Do NOT use for placing orders (use okx-cex-trade), market data (use okx-cex-market), or bot management (use okx-cex-bot).
okx-sentiment-tracker
Use this skill when the user asks about: 'any crypto news', 'latest news', 'market update', 'daily briefing', 'BTC news', 'ETH news', 'news on SOL', 'search SEC ETF', 'regulation news', 'Bitcoin halving', 'is BTC bullish or bearish', 'coin sentiment', 'sentiment trend', 'trending coins', 'top bullish coins', 'bearish sentiment', 'social buzz', 'market mood', 'fear and greed', 'full article', 'read more', or any request for crypto news, market intelligence, sentiment analysis, or social trend data. Requires API credentials. Do NOT use for market prices/candles (okx-cex-market), placing orders (okx-cex-trade), or account info (okx-cex-portfolio).