okx-cex-portfolio

okx cex portfolio

okx 156 ↓ 8.2k MIT updated 26d ago
Claude Code
View source ↗

What it does

  • config show has any profile with a non-empty apikey — API Key mode. Proceed to Step B.
  • No API-key profile AND auth status returns "status": "loggedin" — OAuth mode. Proceed to Step B.
  • No API-key profile AND auth status returns "status": "pending" — login in progress, wait.
  • No API-key profile AND auth status returns "status": "notloggedin" — stop all operations, load okx-cex-auth skill and follow login steps, wait for completion.
  • Found → reuse it, inform user
  • Not found → ask: "Live (实盘) or Demo (模拟盘)?" — wait for answer before proceeding
  • API Key users: run okx config show --json to discover available profile names and their demo settings. Use --profile <name> to select the correct one.

Requirements & configuration

  • Account balance, positions, P&L, bills, fees, and fund transfers on OKX exchange. Requires API credentials.
  • config show has any profile with a non-empty apikey — API Key mode. Proceed to Step B.
  • How to apply the mode depends on auth method (detected in Step A):
  • | API Key | --profile <live-profile> | --profile <demo-profile> |
  • API Key users: run okx config show --json to discover available profile names and their demo settings. Use --profile <name> to select the correct one.

Configuration: USDTSPOTSWAPFUTURESOPTION

Derived from the skill's own SKILL.md documentation · extracted 2026-07-23

okx cex portfolio

Source

Repository: https://github.com/okx/agent-skills

okx-cex-portfolio FAQ

What does the okx-cex-portfolio skill do?

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', 'aggregated balance', 'asset snapshot', '资产快照'. 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). config show has any profile with a non-empty apikey — API Key mode. Proceed to Step B. No API-key profile AND auth status returns "status": "loggedin" — OAuth mode. Proceed to Step B.

What does okx-cex-portfolio require?

Account balance, positions, P&L, bills, fees, and fund transfers on OKX exchange. Requires API credentials. config show has any profile with a non-empty apikey — API Key mode. Proceed to Step B. How to apply the mode depends on auth method (detected in Step A): | API Key | --profile <live-profile> | --profile <demo-profile> | API Key users: run okx config show --json to discover available profile names and their demo settings. Use --profile <name> to select the correct one. Configuration keys: USDT, SPOT, SWAP, FUTURES, OPTION.

How do I install okx-cex-portfolio?

Run: npx -y skills add https://github.com/okx/agent-skills --skill okx-cex-portfolio --agent claude-code — the source lives at github.com/okx/agent-skills.

Maintain okx-cex-portfolio?

Let people know it's listed here — add the badge (live metrics, light/dark aware) or a plain link to your README or docs.

okx-cex-portfolio on getagentictools
[![okx-cex-portfolio on getagentictools](https://getagentictools.com/badge/skills/okx-agent-skills-okx-cex-portfolio.svg)](https://getagentictools.com/skills/okx-agent-skills-okx-cex-portfolio?ref=badge)
npx agentictools info skills/okx-agent-skills-okx-cex-portfolio

The second line is the CLI lookup for this page — handy in READMEs and docs.