okx-cex-portfolio
Account balance, positions, P&L, bills, fees, and fund transfers on OKX exchange.
- Read and manage trading and funding account balances, open/closed positions, realized and unrealized P&L, transaction history, and fee tiers via CLI commands
- Requires OKX API credentials configured locally; supports both live (实盘) and demo (模拟盘) profiles with mandatory profile selection before each command
- Write operations (fund transfers, position mode switching) require explicit confirmation and credential verification; 401 errors trigger guided credential update workflow
- Integrates with okx-cex-market for price data and okx-cex-trade for order placement; includes pre-trade balance checks and cross-skill workflows for common trading scenarios
OKX CEX Portfolio & Account CLI
Account balance, positions, P&L, bills, fees, and fund transfers on OKX exchange. Requires API credentials.
Preflight
Before running any command, follow ../_shared/preflight.md.
Use metadata.version from this file's frontmatter as the reference for Step 2.
Prerequisites
- Install
okxCLI:npm install -g @okx_ai/okx-trade-cli - Configure credentials:
okx config init # select site -> follow browser OAuth flow
More from okx/agent-skills
okx-cex-trade
Use when the user asks to 'buy BTC', 'sell ETH', 'place a limit order', 'place a market order', 'cancel my order', 'amend my order', 'long BTC perp', 'short ETH swap', 'open a position', 'close a position', 'set take profit', 'limit take profit', 'immediate TP', 'set stop loss', 'self-trade prevention', 'stpMode', 'auto-cancel on close', 'trailing stop', 'pending order', 'chase order', 'iceberg', 'TWAP', 'split order', 'large order', 'set leverage', 'check my orders', 'fill history', 'buy a call', 'sell a put', 'option chain', 'implied volatility', 'IV', 'Greeks', 'delta', 'gamma', 'event contract', 'buy Yes', 'buy No', 'buy Up', 'buy Down', 'prediction market', or any request to place, cancel, or amend spot, swap, futures, options, or event contract orders on OKX CEX. Covers conditional (TP/SL/trailing) algo orders. Requires API credentials. Do NOT use for market data (okx-cex-market), account balance (okx-cex-portfolio), or bots (okx-cex-bot).
5.7Kokx-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).
5.6Kokx-cex-bot
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).
5.5Kokx-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.
4.8Kokx-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).
3.8Kokx-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).
3.0K