OKX Exchange Skill

Quantitative trading agent for OKX exchange via the official V5 API.

API Docs: https://www.okx.com/docs-v5/en/

Setup (First Time)

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Important: OKX_SIMULATED=1 = paper trading (safe). Set to 0 for live trading.

Session Init

On every session, load credentials first:
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Unified CLI (Recommended)

Use okx.py as the single entry point for all commands:
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All individual scripts remain usable directly, but okx.py is preferred for agent use.

Instrument ID Format

INLINECODE10: cash (spot), cross (cross-margin), isolated (isolated-margin)

Account & Portfolio

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Trading Mode (Live / Demo)

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Live credentials use separate env vars:
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Order Execution

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Skip confirmation prompt (for automation):
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Algo Orders (Standalone TP/SL — for existing positions)

Use when a position is already open and you want to add a stop-loss or take-profit separately.
Unlike --tp/--sl flags (which attach to the entry order), algo orders are independent.

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When to use which:

• - --tp/--sl at order time → atomic, guaranteed to attach, best for new entries
• INLINECODE16 → add/replace TP+SL after entry, or adjust levels mid-trade

Strategies

Trend Following (MA + RSI + MACD)

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Signal logic:

• - BUY: MAfast > MAslow + RSI < 70 + MACD histogram > 0
• SELL: MAfast < MAslow + RSI > 30 + MACD histogram < 0

Grid Trading

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Spot-Futures Arbitrage

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Snapshot Report

Fetches live data from the API on every run, persists the snapshot, and outputs a full report with a real historical tracking table.

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Output includes:

• - Total equity, initial capital, % change (relative to first snapshot)
• Available USDT, major holdings
• Contract positions (entry price, mark price, unrealized PnL, liquidation distance)
• Historical tracking table (from memory/okx-monitor-snapshots.json, up to 48 entries)

All figures are sourced directly from the OKX API — no estimates or fabricated values.

Automated Monitoring (Cron)

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Cron jobs:

• - okx-sl-tp — periodically runs snapshot + monitor sl-tp, reports live data
• INLINECODE21 — periodically runs monitor scan, reports strategy signals

Adjust cron interval (via user instruction)

If the user asks to change the monitoring frequency (e.g. "change to every 10 minutes"):

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Manual monitor run

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CRITICAL: Cron reporting rules

Every cron report MUST call the scripts first. NEVER fabricate, estimate, or reuse previous numbers.

Recommended single command for cron:
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INLINECODE23 automatically saves the snapshot and generates a report with historical tracking. Forward the output verbatim — do not add, remove, or rephrase any content.

Report only what the scripts actually output. If a script returns an error, report the error — do not substitute with previously seen values.

Why this matters: Each cron run is an isolated session with no memory of previous runs. Any numbers not fetched from the API in this session are either fabricated or stale.

Performance Report

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Output includes: trade count, win rate, total P&L, best/worst trade, and top-5 coin breakdown.

Configuration

View or update preferences without editing JSON directly:
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Full preferences schema (~/.openclaw/workspace/memory/okx-trading-preferences.json):

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Environment Variables

WebSocket Mode (OKX_WS=1)

When enabled, a background thread maintains real-time caches:

• - Public feed: tickers, candles — OKXClient.ticker() / candles() read from cache first
• Private feed: account balances, positions, orders — balance() / positions() read from cache first
• REST API is used as fallback when cache is empty or WS is disabled

Trading Rules

Before making any buy/sell decision, read and apply the principles in:
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These rules define how to observe the market, weigh signals, size positions, and learn from outcomes.
They do not prescribe a fixed strategy — the agent is expected to adapt its approach based on what the market is actually showing.

Safety Rules

1. 1. Always confirm before placing orders unless auto_trade=true or INLINECODE72
2. Price impact check: abort if >1%, warn if >0.5%
3. Start with OKX_SIMULATED=1 — validate everything before going live
4. Never print or log credentials — load via source .env only
5. Set stop-loss on every position — meme coins and leveraged positions can move fast
6. Daily trade limit — auto-trading will stop when max_daily_trades is reached

Memory Files

Kill Switch

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