OKX sign-up, KYC and security setup, step by step
Binding your email and phone, what to prepare for verification, and setting up 2FA and the anti-phishing code, in order.
All articles
From sign-up to a running strategy — pick one and start
This is every MeowQuant article, grouped in the real order you'd work through quant: get your account and API sorted first, then get hands-on with the API, then pick one strategy and run it. Each piece follows the order you'd actually do things in, with the parameters and the spots where it's easy to slip up — not a concept explainer.
Getting started / sign-up / funding
No account yet, no app installed, not sure how to buy USDT, still fuzzy on what quant even is? Start with this group and lay the groundwork before you touch anything.
What happens when an API key leaks: permission design and least privilege
Trade on, withdrawal off: nobody can take the money out, but they can still dump or pump with your balance. The three permission types, IP whitelists and sub-accounts, a checklist for before and after creating a key, and what to do, in order, once a leak is found.
How to use OKX demo trading (ccxt walkthrough)
Where demo trading is, how to create a separate demo API key, connecting ccxt and checking it, and how the REST and WebSocket addresses differ from live.
How to download the OKX app and check it's the official one
The official domain is www.okx.com. On iPhone, check the App Store developer is OKX Inc.; on Android, start from the official download page. Plus where to set the anti-phishing code.
OKX funds transfer: where deposits land and what API keys can move
Deposits can land in the funding or trading account. How transfers work across accounts and sub-accounts, where bot funds show up, what permission the transfer endpoint needs, and why to leave Withdraw off.
API / quant hands-on
Want to write your own scripts? This group is for you: from connecting to the API, to handling errors, building risk control, and tapping real-time market data.
OKX API quant starter: create a demo Key, place and cancel your first order
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.
Troubleshooting OKX API errors: auth, rate limits, bad parameters
API errors laid out by type —auth failure, expired timestamp, rate limit, wrong symbol — each with its cause and fix.
How are OKX API rate limits counted: per IP, account or instrument?
OKX API rate limits count by IP, User ID or connection. One instrument takes 60 order requests per 2 seconds, and passing a sub-account's 1,000 returns 50061.
OKX API auto-trading risk control: positions, orders, error handling
A script will execute a mistake faithfully dozens of times. How to hard-code position caps, stop-loss lines, a state check before any resend, and fallback logic.
OKX WebSocket with ccxt.pro: tickers, orders, demo URLs, limits
How the public, private and business URLs differ, watch_ticker and watch_orders in ccxt.pro, a private-channel example that connects to demo first, and the documented connection and subscription limits.
OKX WebSocket Keeps Disconnecting After 30 Seconds
An OKX WebSocket closes after 30 seconds with no subscription or no data. On quiet channels, send the string ping in under 30 s and reconnect if no pong comes.
Using the OKX API to Create and Stop a Grid Bot
Create an OKX grid bot with POST /api/v5/tradingBot/grid/order-algo and track it by its state field. On stop, stopType decides whether coins or positions stay.
Strategy trading
You can run strategies without writing code. OKX's built-in grid, recurring buy, martingale, copy trading and bot marketplace: this group covers what each parameter controls and what the rules say.
OKX Grid Bot Settings: Range, Grid Count, Funds Per Grid
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.
OKX grid bot stopped? Out of range vs. actually stopped
Leaving the range only stops new orders and your holdings stay; take-profit, stop-loss, a manual stop or a delisting stop the bot itself. Checked line by line against OKX's help page.
What Each OKX Spot Martingale Setting Does and How Much the Bot Could Need
OKX's spot Martingale bot buys more as price falls and sells the round at take-profit. The official example, recalculated: 4 safety orders need 3,100 USDT.
OKX Futures Grid vs Spot Grid — Liquidation Risk
Out of range a spot grid just holds coins, while a futures grid uses leverage, can be liquidated and pays or earns funding.
OKX Spot Grid Total PnL, Grid Profits and Unpaired PnL
Total PnL is an OKX Spot Grid bot's true result; Grid Profits and Unpaired PnL are display-only estimates. OKX's own example order group nets 0.04167584 USDT.
OKX Spot Grid Trailing Down Takes Extra Funds Per Level
With Trailing Down on, every new buy order comes out of extra funds in the main account. On an 80–100 grid with 10 levels, moving down 5 levels takes 1,850 USDT.
How to Calculate Max Drawdown: Month-End vs Daily NAV
Max drawdown = (peak NAV − lowest NAV after it) ÷ peak NAV. The same three-month NAV series reads 10% with month-end sampling and 20% with daily sampling.
OKX Recurring Buy: How to Set It Up, and What Happens on a Low Balance
Frequency, quote currency, multi-coin ratios, the account the money comes from and what happens when the balance is short, checked against the Help Center and API docs. It is not the same product as DCA (Martingale).
OKX Copy Trading Rules: Modes, Profit Share, Stopping
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.
OKX Trading Bot Marketplace: What Gets Copied With a Bot
Where the marketplace is, how the risk levels on popular bot cards are assigned, which parameters come across when you copy someone's grid and which you fill in, and what happens to your copy when the original stops.
How to wire OKX's Signal Bot to TradingView alerts
Webhook URL, signalToken, and which of the two message templates you need — plus how to work through Events history when the alert fires and nothing trades. Perpetual futures only.
Compare
What kind of platform OKX is, how its API differs from Binance's, and which built-in bots need no code.
OKX funding account vs trading account: the account structure to know
Whether your coins sit in the funding or the trading account, where grid-bot funds go, how sub-accounts and API keys map, and how account mode sets the tdMode order parameter.
OKX vs Binance API: Passphrase, Signing, Demo, Rate Limits
Credentials and the Passphrase, signing and timestamps, how each switches to its demo environment, what rate limits are counted against, and WebSocket keep-alive, item by item from both official docs.
Quant Trading Without Coding: What Each OKX Bot Does
Spot grid, futures grid, recurring buy, spot martingale, signal bot and copy trading are all opened by filling in parameters. The rule each one follows, how each one loses money, and how to try them in demo first.
How to Backtest a Strategy: Pulling Historical OHLCV With ccxt
Pull OKX candles with ccxt and paginate for older data, backtest a dual-MA rule with fees deducted, then check five reasons a good-looking backtest loses money live.