okx-cex-portfolio

Manage OKX CEX account balances, positions, P&L, transactions, and transfers.

160|26|Updated Mar 6, 2026

Search Tags:#transfer #pnl #balance #positions #account #okx

Ready to run

npx skills add https://github.com/okx/agent-skills --skill okx-cex-portfolio

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: okx-cex-portfolio
Source: https://github.com/okx/agent-skills/tree/main/skills/okx-cex-portfolio
Command: npx skills add https://github.com/okx/agent-skills --skill okx-cex-portfolio

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill helps you manage your OKX exchange account, including checking balances, viewing positions, tracking P&L, reviewing transaction history, and transferring funds.

Core Features & Use Cases

Account Overview: Get real-time balances for your trading and funding accounts.
Position Management: Monitor open and closed positions, including unrealized and realized P&L.
Transaction Tracking: Review account bills and trading fee tiers.
Fund Transfers: Move assets between your funding and trading accounts.
Use Case: You want to know how much USDT you have available in your trading account before placing an order.

Quick Start

Check the balance of your trading account for USDT.

Frequently Asked Questions about okx-cex-portfolio

High-intent search queries and answers about installing and using this skill.

FAQPage Schema

How do I check my OKX account balance and available USDT before trading?▼

You can monitor open and closed positions by retrieving unrealized and realized P&L data for your OKX account. This Skill tracks position metrics to help you evaluate your current trading performance and exposure.

What is the process to transfer funds between OKX funding and trading accounts?▼

Yes, this Skill supports both live and demo trading environments for managing OKX CEX account operations. You must provide valid API credentials to execute authenticated actions across either environment.

How do I track OKX transaction history and review trading fee tiers?▼

You can track transaction history and review trading fee tiers by querying your account bills through this Skill. It retrieves transaction records and fee schedules to help you audit past trading activity and costs.

Do I need API credentials to manage my OKX CEX account operations?▼

Yes, you need API credentials to perform authenticated OKX CEX account operations like checking balances and transferring funds. This Skill integrates with the OKX CLI to execute these deterministic tasks securely.