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okx-cex-portfolio

Retrieve OKX CEX account balances, positions, bills, fees, and PnL.

Updated May 6, 2026
Search Tags:#portfolio#pnl#positions#fees#balances#trading-cli#okx
One-click install
npx skills add https://github.com/Uniquecrete/ThinkFasterv1 --skill okx-cex-portfolio-uniquecrete
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: okx-cex-portfolio
Source: https://github.com/Uniquecrete/ThinkFasterv1/tree/main/Skills/zo-okx-cex-portfolio
Command: npx skills add https://github.com/Uniquecrete/ThinkFasterv1 --skill okx-cex-portfolio-uniquecrete

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill helps users quickly understand their OKX account state by retrieving balances, positions, bills, fees, and realized or unrealized PnL from the exchange.

Core Features & Use Cases

  • Read-only portfolio inspection: Checks account balances, open positions, positions history, and related account documents like bills.
  • PnL and fee visibility: Summarizes profit/loss signals and fee levels (including SPOT fee context) so users can diagnose performance and trading costs.
  • Account configuration support: Retrieves account configuration details to confirm the active setup before interpreting results.
  • Use case: After trading, request the portfolio to confirm whether PnL aligns with expected fills and to review current holdings and fee impact for the chosen profile.

Quick Start

Ask Zo to inspect your OKX portfolio and report balances, positions, and PnL using the correct profile.

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 balances and open positions?▼

You can check OKX account balances and open positions by requesting a read-only portfolio inspection. This Skill retrieves current holdings and position data across live or demo profiles, requiring explicit profile selection to summarize your account state.

Can I retrieve realized and unrealized PnL from OKX after trading?▼

Yes, you can retrieve realized and unrealized PnL from OKX for post-trade validation. This Skill queries your CEX account to summarize profit and loss signals, helping you confirm whether your PnL aligns with expected fills after executing trades.

What's the best way to review OKX trading fees and bills?▼

The best way to review OKX trading fees and bills is through a read-only account state inspection. This Skill retrieves your bills and summarizes fee levels, including SPOT fee context, so you can diagnose trading costs and performance impact.

Do I need API credentials configured to inspect my OKX portfolio?▼

Yes, you need API credentials configured to inspect your OKX portfolio. This Skill requires Zo secrets for API credentials and validates CLI availability and configuration before performing read-only queries to retrieve your balances, positions, and PnL.

Does this OKX portfolio review tool support demo trading profiles?▼

Yes, this OKX portfolio review tool supports demo trading profiles. It enforces explicit profile selection and performs read-only queries across both demo and live profiles, allowing you to inspect balances, positions, and PnL in either environment.

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