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Okx Cex Portfolio

okx/agent-skills

Handles all the account management and portfolio tracking for OKX exchange trading. You'll use this when checking balances across trading and funding accounts, reviewing open and closed positions with P&L, pulling transaction history, checking your fee tier, or transferring funds between accounts. Supports both API key and OAuth authentication with separate demo and live modes, which matters since transfer commands hit real accounts. The skill splits cleanly from market data (prices, depth) and order execution, so you can check your USDT balance and position P&L without mixing concerns. Ships with the okx-trade-cli npm package and includes Chinese language support for common queries like 总资产.

skills.sh installs
10.4K
GitHub stars
200
last updated
Aug 21, 2026
View on GitHub

Install

$ npx -y skills add okx/agent-skills --skill okx-cex-portfolio --agent claude-code

Installs into .claude/skills of the current project.

Files

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

  1. Install okx CLI: 
    npm install -g @okx_ai/okx-trade-cli
  2. Configure credentials: 
    okx config init   # select site -> follow browser OAuth flow
  3. Test with demo mode (simulated trading, no real funds): 
    okx --demo account balance

Security: NEVER accept credentials in chat. Guide users to okx config init for setup.

Credential & Profile Check

Run this check before any authenticated command. The auth method is detected during preflight Step 2 and remembered for the session.

Step A — Verify credentials

SKILL.md on GitHub

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Details

Repository
github.com/okx/agent-skills
Categories
Backend & APIs, Testing & QA, AI & Agent Building, Finance & Trading

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