OKX · Quant / strategy trading
Grid bots, copy trading, API scripts — from signing up for OKX and opening API keys to getting your first order through, we break down every step. Every strategy comes with how to set the parameters, code samples to get working on the demo first, and the risks you must see clearly.
* The discount follows OKX's currently published fee and cashback rules. The button in the card is our referral link; if the invite code field on the sign-up page is empty, enter the code above. Crypto is high-risk; nothing here is investment advice.
# Step one: confirm the API works first, then talk strategy
import ccxt
okx = ccxt.okx({
'apiKey': 'your API Key',
'secret': 'your Secret',
'password': 'your Passphrase', # OKX-specific, don't skip it
})
bal = okx.fetch_balance()
print(bal['USDT']['free']) # → confirm the funds are thereNot sure which step comes first? We lay it out in the real order, and each step has a hands-on article to match.
Sign up for OKX, finish identity verification, and get an account you can trade with.
Create an API key, tick "Read" and "Trade" only, and leave "Withdraw" off.
Grid, copy trading, recurring buy, or your own script? Choose based on how much time you can spend watching the market.
Set a position cap and stop-losses, and get the strategy running on the demo account before using real money.
Hands-on articles
Not concept explainers. Each piece follows the order you'd actually do things in, with the parameters and the spots where it's easy to slip up.
Requesting an API key on the demo, how to set permissions, what the Passphrase is — and the run in Python (ccxt) from checking your balance through placing an order, cancelling it and checking the result.
Binding your email and phone, what to prepare for verification, and setting up 2FA and the anti-phishing code, in order.
A spot grid asks for an upper and lower price, a grid count and an amount. How the three constrain one another, and how much money is tied up if price falls to the lower limit, worked through from the official order rules.
How fixed amount, proportional and smart sync copying are calculated, when profit share settles, how to stop copying, and the ways a copied position gets closed.
Credentials and the Passphrase, signing and timestamps, how each switches to its demo environment, and what rate limits are counted against, item by item from both official docs.
How to open OKX Demo Trading and connect the API to it. Before you go live, this is the step that pays off most.
Little tools
Everything runs locally in your browser, with no data uploaded.
Enter the range, grid count and capital to estimate per-grid profit and trigger frequency, and check whether your parameters hold up.
Open the estimator →From your trade size, trades per month and taker rate, estimate what you'd pay in OKX fees per month and per year.
Open the calculator →What to tick, what to leave off, whether to bind an IP — read it through before you create a key.
Read the article →Grid, futures grid, Martingale, recurring buy, arbitrage, copy trading and signal bot, compared by market type, risk and difficulty.
Open the comparison →Grid estimator, fee calculator and strategy type comparison, all on the tools page.
Enter the tools hub →All articles
Hands-on pieces grouped by where you're stuck right now, from sign-up to live WebSocket market data. The full list is on the all articles page.
Want a rough estimate of grid parameters and fees first? Open the quant tools and run the numbers.
Why use OKX for quant
For someone just starting out, "you don't have to build your own infrastructure" matters a lot. OKX puts the API, bots, demo account and copy trading in one account, so the cost of trial and error stays low.
| Capability | OKX | What it means for quant |
|---|---|---|
| REST + WebSocket API v5 | Yes | Market data, orders and account all covered; ccxt connects directly |
| Built-in grid / DCA / arbitrage bots | Yes | Run strategies without writing code |
| Strategy marketplace + copy trading | Yes | Copy a public bot's parameters, or follow a lead trader's orders |
| Demo Trading | Yes | Get it working with fake money before going live |
| Sub-accounts + API rate limits | Yes | Isolate multiple strategies, manage in bulk |