OKX CEX 资产组合与账户 CLI - 管理交易所余额、持仓、盈亏、资金划转

okx-cex-portfolio by okx/agent-skills

1,000 周安装量

41 GitHub Stars

GitHub

安装命令

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

开发区块链 API

🇨🇳中文介绍

OKX CEX 资产组合与账户 CLI

OKX 交易所的账户余额、持仓、盈亏、账单、手续费及资金划转。需要 API 凭证。

前提条件

安装 okx CLI：
```
npm install -g @okx_ai/okx-trade-cli
```
配置凭证：
```
okx config init
```

或者设置环境变量：

     export OKX_API_KEY=your_key
     export OKX_SECRET_KEY=your_secret
     export OKX_PASSPHRASE=your_passphrase

3. 使用演示模式测试：

     okx --profile demo account balance

凭证与配置文件检查

在执行任何需要认证的命令前，请先运行此检查。

步骤 A — 验证凭证

okx config show       # 验证配置状态（输出已脱敏）

广告位招租

在这里展示您的产品或服务

触达数万 AI 开发者，精准高效

联系我们

步骤 B — 确认配置文件（必需）

所有需要认证的命令都必须使用 --profile 参数。切勿隐式添加配置文件。

值	模式	资金
`live`	实盘	真实资金
`demo`	模拟盘	模拟资金

当前消息意图明确（例如 "real" / "实盘" / "live" → live；"test" / "模拟" / "demo" → demo）→ 使用该意图并告知用户："Using --profile live (实盘)" 或 "Using --profile demo (模拟盘)"
当前消息没有明确声明 → 检查对话上下文中之前使用的配置文件：
- 找到 → 使用它，告知用户："Continuing with --profile live (实盘) from earlier"
- 未找到 → 询问："Live (实盘) or Demo (模拟盘)?" — 等待回答后再继续

处理 401 认证错误

如果任何命令返回 401 / 认证错误：

立即停止 — 不要重试相同的命令
告知用户："Authentication failed (401). Your API credentials may be invalid or expired."
引导用户通过本地编辑器直接编辑文件来更新凭证：
```
~/.okx/config.toml
```

更新相关配置文件下的 api_key、secret_key、passphrase 字段。请勿将新凭证粘贴到聊天中。 4. 用户确认文件已更新后，运行 okx config show 进行验证（输出已脱敏） 5. 只有在此之后，才重试原始操作

演示模式与实盘模式

配置文件是切换实盘/模拟盘的唯一控制项 — 恰好有两个选项：

`--profile`	模式	资金
`live`	实盘	真实资金
`demo`	模拟盘	模拟资金

okx --profile live  account balance     # 实盘
okx --profile demo  account balance     # 模拟盘 (模拟余额)

读取命令（余额、持仓、账单等）：始终说明使用了哪个配置文件
写入命令（transfer、set-position-mode）：执行前必须确认配置文件（参见“凭证与配置文件检查”步骤 B）；特别是划转 — 错误的配置文件意味着错误的账户
每个命令后的响应必须附加：[profile: live] 或 [profile: demo]
请不要使用 --demo 标志 — 请改用 --profile

对于市场数据（价格、图表、深度、资金费率）→ 使用 okx-cex-market
对于账户余额、盈亏、持仓、手续费、划转 → 使用 okx-cex-portfolio（本技能）
对于常规现货/永续/期货/算法订单 → 使用 okx-cex-trade
对于网格和定投交易机器人 → 使用 okx-cex-bot

# 交易账户余额（所有余额 > 0 的币种）
okx account balance

# 仅检查 USDT 余额
okx account balance USDT

# 资金账户余额
okx account asset-balance

# 所有未平仓持仓
okx account positions

# 已平仓历史记录及已实现盈亏
okx account positions-history

# 近期账户账单（最近 100 条）
okx account bills

# 我的交易手续费等级
okx account fees --instType SPOT

# 从资金账户 (18) 划转 100 USDT 到交易账户 (6)
okx account transfer --ccy USDT --amt 100 --from 18 --to 6

| 命令 | 类型 | 描述

---|---|---|---
1 | okx account balance [ccy] | READ | 交易账户权益、可用、冻结
2 | okx account asset-balance [ccy] | READ | 资金账户余额
3 | okx account positions | READ | 未平仓合约/永续持仓
4 | okx account positions-history | READ | 已平仓持仓 + 已实现盈亏
5 | okx account bills | READ | 账户账本（充值、提现、交易）
6 | okx account fees --instType <type> | READ | 我的交易手续费等级（挂单/吃单）
7 | okx account config | READ | 账户等级、持仓模式、UID
8 | okx account max-size --instId <id> --tdMode <mode> | READ | 当前价格下的最大买卖数量
9 | okx account max-avail-size --instId <id> --tdMode <mode> | READ | 下一订单的可用数量
10 | okx account max-withdrawal [ccy] | READ | 每种币种的最大可提现额

| 命令 | 类型 | 描述

---|---|---|---
11 | okx account set-position-mode <mode> | WRITE | 切换净额/对冲持仓模式
12 | okx account transfer | WRITE | 账户间划转资金

交易前余额检查

用户："我想买 0.1 BTC — 我的 USDT 够吗？"

1. okx-cex-portfolio okx account balance USDT               → 检查可用权益
2. okx-cex-market    okx market ticker BTC-USDT              → 检查当前价格
        ↓ 用户批准
3. okx-cex-trade     okx spot place --instId BTC-USDT --side buy --ordType market --sz 0.1

启动机器人前余额检查

用户："我想用 1000 USDT 启动一个 BTC 网格机器人"

1. okx-cex-portfolio okx account balance USDT               → 确认可用资金 ≥ 1000
2. okx-cex-market    okx market candles BTC-USDT --bar 4H --limit 50  → 确定价格范围
        ↓ 用户批准
3. okx-cex-bot       okx bot grid create --instId BTC-USDT --algoOrdType grid \
                       --minPx 90000 --maxPx 100000 --gridNum 10 --quoteSz 1000

查看未平仓持仓与盈亏

用户："显示我当前的持仓及其表现"

1. okx-cex-portfolio okx account positions                  → 未平仓持仓及其未实现盈亏
2. okx-cex-portfolio okx account positions-history          → 近期已平仓持仓
3. okx-cex-market    okx market ticker BTC-USDT-SWAP        → 检查当前价格与入场价对比

用户："从我的资金账户划转 500 USDT 来交易 BTC"

1. okx-cex-portfolio okx account asset-balance USDT         → 确认资金账户余额 ≥ 500
        ↓ 用户批准
2. okx-cex-portfolio okx account transfer --ccy USDT --amt 500 --from 18 --to 6
3. okx-cex-portfolio okx account balance USDT               → 确认交易账户余额已更新
        ↓ 准备交易
4. okx-cex-trade     okx spot place ...

入场前检查最大持仓数量

用户："使用全仓保证金，我能买多少 BTC？"

1. okx-cex-portfolio okx account balance                    → 总权益
2. okx-cex-portfolio okx account max-size --instId BTC-USDT-SWAP --tdMode cross  → 最大买卖数量
3. okx-cex-market    okx market ticker BTC-USDT-SWAP        → 当前价格参考

步骤 0 — 凭证与配置文件检查

在执行任何需要认证的命令前：

确定配置文件（必需）：

选项：live (实盘) 或 demo (模拟盘) — 恰好这两个值

当前消息意图明确（例如 "real"/"实盘"/"live" → live；"test"/"模拟"/"demo" → demo）→ 使用它，告知用户："Using --profile live (实盘)"
当前消息没有明确声明 → 检查对话上下文中之前使用的配置文件：
- 找到 → 使用它，告知用户："Continuing with --profile live (实盘) from earlier"
- 未找到 → 询问："Live (实盘) or Demo (模拟盘)?" — 等待回答

如果未配置凭证： 引导用户运行 okx config init，停止所有交易操作

每个命令结果后： 在响应中附加 [profile: live] 或 [profile: demo]

步骤 1：识别账户操作

检查余额 → okx account balance (交易账户) 或 okx account asset-balance (资金账户)
查看未平仓持仓 → okx account positions
查看已平仓持仓 + 盈亏 → okx account positions-history
查看交易历史 → okx account bills
检查手续费等级 → okx account fees
检查账户设置 → okx account config
计算订单数量 → okx account max-size 或 okx account max-avail-size
检查提现限额 → okx account max-withdrawal
划转资金 → okx account transfer
更改持仓模式 → okx account set-position-mode

步骤 2：立即运行读取命令 — 确认配置文件（步骤 0）后再执行写入命令

读取命令 (1–10)：立即运行，无需确认。

ccy 过滤器：使用币种符号，如 USDT、BTC、ETH
手续费/持仓的 --instType：SPOT、SWAP、FUTURES、OPTION
账单的 --archive：访问默认窗口之外的更早记录
最大数量的 --tdMode：cash (现货)、cross 或 isolated

写入命令 (11–12)：执行前确认一次。

set-position-mode：确认模式 (net = 单向持仓，long_short_mode = 对冲模式)；切换可能影响未平仓持仓
transfer：确认 --ccy、--amt、--from、--to (账户类型：6=交易账户，18=资金账户)；先验证源账户余额

步骤 3：写入命令后验证

set-position-mode 之后：运行 okx account config 确认 posMode 已更新
transfer 之后：运行 okx account balance 和 okx account asset-balance 确认余额已更新

账户余额 — 交易账户

okx account balance [ccy] [--json]

参数	必需	默认值	描述
`ccy`	否	-	过滤到单个币种（例如，`USDT`）

返回表格：currency、equity、available、frozen。仅显示余额 > 0 的币种。

资产余额 — 资金账户

okx account asset-balance [ccy] [--json]

参数	必需	默认值	描述
`ccy`	否	-	过滤到单个币种

返回：ccy、bal、availBal、frozenBal。仅显示余额 > 0 的币种。

持仓 — 未平仓持仓

okx account positions [--instType <type>] [--instId <id>] [--json]

参数	必需	默认值	描述
`--instType`	否	-	过滤：`SWAP`、`FUTURES`、`OPTION`
`--instId`	否	-	过滤到特定交易品种

返回：instId、instType、side (posSide)、pos、avgPx、upl (未实现盈亏)、lever。仅显示数量 ≠ 0 的持仓。

持仓历史 — 已平仓持仓

okx account positions-history [--instType <type>] [--instId <id>] [--limit <n>] [--json]

返回：instId、direction、openAvgPx、closeAvgPx、realizedPnl、uTime。

账单 — 账户账本

okx account bills [--archive] [--instType <type>] [--ccy <ccy>] [--limit <n>] [--json]

参数	必需	默认值	描述
`--archive`	否	false	访问更早的记录（归档端点）
`--instType`	否	-	按交易品种类型过滤
`--ccy`	否	-	按币种过滤
`--limit`	否	100	记录数量

返回：billId、instId、type、ccy、balChg、bal、ts。

手续费 — 交易手续费等级

okx account fees --instType <type> [--instId <id>] [--json]

参数	必需	默认值	描述
`--instType`	是	-	`SPOT`、`SWAP`、`FUTURES`、`OPTION`
`--instId`	否	-	特定交易品种（可选）

返回：level、maker、taker、makerU、takerU、ts。

配置 — 账户配置

okx account config [--json]

返回：uid、acctLv (账户等级)、posMode (净额/对冲模式)、autoLoan、greeksType、level、levelTmp。

最大数量 — 最大订单数量

okx account max-size --instId <id> --tdMode <mode> [--px <price>] [--json]

参数	必需	默认值	描述
`--instId`	是	-	交易品种 ID
`--tdMode`	是	-	`cash` (现货)、`cross` 或 `isolated`
`--px`	否	-	参考价格（省略则使用标记价格）

返回：instId、maxBuy、maxSell。

okx account max-avail-size --instId <id> --tdMode <mode> [--json]

返回：instId、availBuy、availSell — 下一订单的立即可用数量。

okx account max-withdrawal [ccy] [--json]

返回表格：ccy、maxWd、maxWdEx (含借贷)。如果无过滤器，则显示所有币种。

okx account set-position-mode <net|long_short_mode> [--json]

值	行为
`net`	单向持仓（默认）— 多空净额结算
`long_short_mode`	对冲模式 — 多空可同时存在

警告：当有未平仓持仓时切换模式可能导致意外行为。请先检查 okx account positions。

okx account transfer --ccy <ccy> --amt <n> --from <acctType> --to <acctType> \
  [--transferType <type>] [--subAcct <name>] [--json]

参数	必需	默认值	描述
`--ccy`	是	-	要划转的币种（例如，`USDT`）
`--amt`	是	-	划转数量
`--from`	是	-	源账户类型：`6`=交易账户，`18`=资金账户
`--to`	是	-	目标账户类型：`6`=交易账户，`18`=资金账户
`--transferType`	否	`0`	`0`=账户内划转，`1`=划转到子账户，`2`=从子账户划转
`--subAcct`	否	-	子账户名称（子账户划转时必需）

返回：transId、ccy、amt。

工具	描述
`account_get_balance`	交易账户余额
`account_get_asset_balance`	资金账户余额
`account_get_positions`	未平仓持仓
`account_get_positions_history`	已平仓持仓历史
`account_get_bills`	账户账单（近期）
`account_get_bills_archive`	账户账单（归档）
`account_get_trade_fee`	交易手续费等级
`account_get_config`	账户配置
`account_get_max_size`	最大订单数量
`account_get_max_avail_size`	最大可用数量
`account_get_max_withdrawal`	最大可提现额
`account_set_position_mode`	设置持仓模式
`account_transfer`	账户间划转

输入 / 输出示例

"我有多少 USDT？"

okx account balance USDT
# → currency: USDT | equity: 5000.00 | available: 4500.00 | frozen: 500.00

"显示我所有未平仓持仓"

okx account positions
# → table: instId, instType, side, pos, avgPx, upl, lever

"我的交易历史和已实现盈亏是多少？"

okx account positions-history
# → table: instId, direction, openAvgPx, closeAvgPx, realizedPnl, uTime

"显示我最近的账户活动"

okx account bills --limit 20
# → table: billId, instId, type, ccy, balChg, bal, ts

"我的 SWAP 交易手续费是多少？"

okx account fees --instType SWAP
# → level: VIP1 | maker: -0.0001 | taker: 0.0005

"使用全仓保证金，我能买多少 BTC？"

okx account max-size --instId BTC-USDT-SWAP --tdMode cross
# → instId: BTC-USDT-SWAP | maxBuy: 12.5 | maxSell: 12.5

"从资金账户划转 200 USDT 到交易账户"

okx account transfer --ccy USDT --amt 200 --from 18 --to 6
# → Transfer: TXN123456 (USDT 200)

"检查我的账户配置"

okx account config
# → uid: 123456789 | acctLv: 2 | posMode: net | autoLoan: false

未显示余额：余额过滤为 > 0 — 如果什么都没显示，则所有币种余额为零
持仓命令返回空：无未平仓合约；现货持仓不在此显示（使用 account balance）
bills --archive：对于超过 7 天（默认窗口）的交易是必需的；可能较慢
set-position-mode：如果在同一交易品种上同时有多头和空头持仓，则无法切换到 net 模式
transfer --from/--to 代码：6=交易账户，18=资金账户；其他值用于子账户划转流程
max-size 与 max-avail-size：max-size 是理论最大值；max-avail-size 考虑了现有订单和预留保证金
演示模式：okx --profile demo account balance 显示模拟余额，而非真实资金

所有写入命令都需要 ~/.okx/config.toml 或环境变量中的有效凭证
所有需要认证的命令都必须使用 --profile <name> 参数；参见“凭证与配置文件检查”部分
每个命令结果都包含一个 [profile: <name>] 标签以供审计参考
--json 返回原始的 OKX API v5 响应
速率限制：账户端点每 2 秒 10 个请求
显示的持仓是针对统一交易账户的；资金账户资产是分开的
账户类型：6=统一交易账户（现货 + 衍生品），18=资金账户（充值/提现）

🇺🇸English

OKX CEX Portfolio & Account CLI

Account balance, positions, P&L, bills, fees, and fund transfers on OKX exchange. Requires API credentials.

Prerequisites

Install okx CLI:
```
npm install -g @okx_ai/okx-trade-cli
```
Configure credentials:
```
okx config init
```

Or set environment variables:

     export OKX_API_KEY=your_key
     export OKX_SECRET_KEY=your_secret
     export OKX_PASSPHRASE=your_passphrase

3. Test with demo mode:

     okx --profile demo account balance

Credential & Profile Check

Run this check before any authenticated command.

Step A — Verify credentials

okx config show       # verify configuration status (output is masked)

If the command returns an error or shows no configuration: stop all operations , guide the user to run okx config init, and wait for setup to complete before retrying.
If credentials are configured: proceed to Step B.

Step B — Confirm profile (required)

--profile is required for all authenticated commands. Never add a profile implicitly.

Value	Mode	Funds
`live`	实盘	Real funds
`demo`	模拟盘	Simulated funds

Resolution rules:

Current message intent is clear (e.g. "real" / "实盘" / "live" → live; "test" / "模拟" / "demo" → demo) → use it and inform the user: "Using --profile live (实盘)" or "Using --profile demo (模拟盘)"
Current message has no explicit declaration → check conversation context for a previous profile:
- Found → use it, inform user: "Continuing with --profile live (实盘) from earlier"
- Not found → ask: "Live (实盘) or Demo (模拟盘)?" — wait for answer before proceeding

Handling 401 Authentication Errors

If any command returns a 401 / authentication error:

Stop immediately — do not retry the same command
Inform the user: "Authentication failed (401). Your API credentials may be invalid or expired."
Guide the user to update credentials by editing the file directly with their local editor:
```
~/.okx/config.toml
```

Update the fields api_key, secret_key, passphrase under the relevant profile. Do NOT paste the new credentials into chat. 4. After the user confirms the file is updated, run okx config show to verify (output is masked) 5. Only then retry the original operation

Demo vs Live Mode

Profile is the single control for 实盘/模拟盘 switching — exactly two options:

`--profile`	Mode	Funds
`live`	实盘	Real funds
`demo`	模拟盘	Simulated funds

okx --profile live  account balance     # 实盘
okx --profile demo  account balance     # 模拟盘 (simulated balance)

Rules:

Read commands (balance, positions, bills, etc.): always state which profile was used
Write commands (transfer, set-position-mode): profile must be confirmed before execution (see "Credential & Profile Check" Step B); transfer especially — wrong profile means wrong account
Every response after a command must append: [profile: live] or [profile: demo]
Do not use the --demo flag — use --profile instead

Skill Routing

For market data (prices, charts, depth, funding rates) → use okx-cex-market
For account balance, P&L, positions, fees, transfers → use okx-cex-portfolio (this skill)
For regular spot/swap/futures/algo orders → use okx-cex-trade
For grid and DCA trading bots → use okx-cex-bot

Quickstart

# Trading account balance (all currencies with balance > 0)
okx account balance

# Check USDT balance only
okx account balance USDT

# Funding account balance
okx account asset-balance

# All open positions
okx account positions

# Closed position history with realized PnL
okx account positions-history

# Recent account bills (last 100)
okx account bills

# My trading fee tier
okx account fees --instType SPOT

# Transfer 100 USDT from funding (18) to trading (6)
okx account transfer --ccy USDT --amt 100 --from 18 --to 6

Command Index

Read Commands

| Command | Type | Description

---|---|---|---
1 | okx account balance [ccy] | READ | Trading account equity, available, frozen
2 | okx account asset-balance [ccy] | READ | Funding account balance
3 | okx account positions | READ | Open contract/swap positions
4 | okx account positions-history | READ | Closed positions + realized PnL
5 | okx account bills | READ | Account ledger (deposits, withdrawals, trades)
6 | okx account fees --instType <type> | READ | My trading fee tier (maker/taker)
7 | okx account config | READ | Account level, position mode, UID
8 | okx account max-size --instId <id> --tdMode <mode> | READ | Max buy/sell size at current price
9 | okx account max-avail-size --instId <id> --tdMode <mode> | READ | Available size for next order 10 | | READ | Max withdrawable per currency

Write Commands

| Command | Type | Description

---|---|---|---
11 | okx account set-position-mode <mode> | WRITE | Switch net/hedge position mode
12 | okx account transfer | WRITE | Transfer funds between accounts

Cross-Skill Workflows

Pre-trade balance check

User: "I want to buy 0.1 BTC — do I have enough USDT?"

1. okx-cex-portfolio okx account balance USDT               → check available equity
2. okx-cex-market    okx market ticker BTC-USDT              → check current price
        ↓ user approves
3. okx-cex-trade     okx spot place --instId BTC-USDT --side buy --ordType market --sz 0.1

Pre-bot balance check

User: "I want to start a BTC grid bot with 1000 USDT"

1. okx-cex-portfolio okx account balance USDT               → confirm available funds ≥ 1000
2. okx-cex-market    okx market candles BTC-USDT --bar 4H --limit 50  → determine price range
        ↓ user approves
3. okx-cex-bot       okx bot grid create --instId BTC-USDT --algoOrdType grid \
                       --minPx 90000 --maxPx 100000 --gridNum 10 --quoteSz 1000

Review open positions and P&L

User: "Show me my current positions and how they're performing"

1. okx-cex-portfolio okx account positions                  → open positions with UPL
2. okx-cex-portfolio okx account positions-history          → recently closed positions
3. okx-cex-market    okx market ticker BTC-USDT-SWAP        → check current price vs entry

Transfer and trade

User: "Move 500 USDT from my funding account to trade BTC"

1. okx-cex-portfolio okx account asset-balance USDT         → confirm funding balance ≥ 500
        ↓ user approves
2. okx-cex-portfolio okx account transfer --ccy USDT --amt 500 --from 18 --to 6
3. okx-cex-portfolio okx account balance USDT               → confirm trading balance updated
        ↓ ready to trade
4. okx-cex-trade     okx spot place ...

Check max position size before entering

User: "How much BTC can I buy with cross margin?"

1. okx-cex-portfolio okx account balance                    → total equity
2. okx-cex-portfolio okx account max-size --instId BTC-USDT-SWAP --tdMode cross  → max buy/sell size
3. okx-cex-market    okx market ticker BTC-USDT-SWAP        → current price reference

Operation Flow

Step 0 — Credential & Profile Check

Before any authenticated command:

Determine profile (required):

Options: live (实盘) or demo (模拟盘) — exactly these two values

Current message intent clear (e.g. "real"/"实盘"/"live" → live; "test"/"模拟"/"demo" → demo) → use it, inform user: "Using --profile live (实盘)"
Current message has no explicit declaration → check conversation context for previous profile:
- Found → use it, inform user: "Continuing with --profile live (实盘) from earlier"
- Not found → ask: "Live (实盘) or Demo (模拟盘)?" — wait for answer

If no credentials configured: guide user to run okx config init, stop all trading actions

After every command result: append [profile: live] or [profile: demo] to the response

Step 1: Identify account action

Check balance → okx account balance (trading) or okx account asset-balance (funding)
View open positions → okx account positions
View closed positions + PnL → okx account positions-history
View transaction history → okx account bills
Check fee tier → okx account fees
Check account settings → okx account config
Calculate order size → okx account max-size or okx account max-avail-size
Check withdrawal limit →

Step 2: Run read commands immediately — confirm profile (Step 0) then writes

Read commands (1–10): run immediately, no confirmation needed.

ccy filter: use currency symbol like USDT, BTC, ETH
--instType for fees/positions: SPOT, SWAP, FUTURES, OPTION
--archive for bills: access older records beyond the default window
--tdMode for max-size: (spot), , or

Write commands (11–12): confirm once before executing.

set-position-mode: confirm mode (net = one-directional, long_short_mode = hedge mode); switching may affect open positions
transfer: confirm --ccy, --amt, --from, --to (account types: 6=trading, 18=funding); verify source balance first

Step 3: Verify after writes

After set-position-mode: run okx account config to confirm posMode updated
After transfer: run okx account balance and okx account asset-balance to confirm balances updated

CLI Command Reference

Account Balance — Trading Account

okx account balance [ccy] [--json]

Param	Required	Default	Description
`ccy`	No	-	Filter to a single currency (e.g., `USDT`)

Returns table: currency, equity, available, frozen. Only shows currencies with balance > 0.

Asset Balance — Funding Account

okx account asset-balance [ccy] [--json]

Param	Required	Default	Description
`ccy`	No	-	Filter to a single currency

Returns: ccy, bal, availBal, frozenBal. Only shows currencies with balance > 0.

Positions — Open Positions

okx account positions [--instType <type>] [--instId <id>] [--json]

Param	Required	Default	Description
`--instType`	No	-	Filter: `SWAP`, `FUTURES`, `OPTION`
`--instId`	No	-	Filter to specific instrument

Returns: instId, instType, side (posSide), pos, avgPx, upl (unrealized PnL), lever. Only shows positions with size ≠ 0.

Positions History — Closed Positions

okx account positions-history [--instType <type>] [--instId <id>] [--limit <n>] [--json]

Returns: instId, direction, openAvgPx, closeAvgPx, realizedPnl, uTime.

Bills — Account Ledger

okx account bills [--archive] [--instType <type>] [--ccy <ccy>] [--limit <n>] [--json]

Param	Required	Default	Description
`--archive`	No	false	Access older records (archive endpoint)
`--instType`	No	-	Filter by instrument type
`--ccy`	No	-	Filter by currency
`--limit`	No	100	Number of records

Returns: billId, instId, type, ccy, balChg, bal, ts.

Fees — Trading Fee Tier

okx account fees --instType <type> [--instId <id>] [--json]

Param	Required	Default	Description
`--instType`	Yes	-	`SPOT`, `SWAP`, `FUTURES`, `OPTION`
`--instId`	No	-	Specific instrument (optional)

Returns: level, maker, taker, makerU, takerU, ts.

Config — Account Configuration

okx account config [--json]

Returns: uid, acctLv (account level), posMode (net/long_short_mode), autoLoan, greeksType, level, levelTmp.

Max Size — Maximum Order Size

okx account max-size --instId <id> --tdMode <mode> [--px <price>] [--json]

Param	Required	Default	Description
`--instId`	Yes	-	Instrument ID
`--tdMode`	Yes	-	`cash` (spot), `cross`, or `isolated`
`--px`	No	-	Reference price (uses mark price if omitted)

Returns: instId, maxBuy, maxSell.

Max Available Size

okx account max-avail-size --instId <id> --tdMode <mode> [--json]

Returns: instId, availBuy, availSell — the immediately available size for the next order.

Max Withdrawal

okx account max-withdrawal [ccy] [--json]

Returns table: ccy, maxWd, maxWdEx (with borrowing). Shows all currencies if no filter.

Set Position Mode

okx account set-position-mode <net|long_short_mode> [--json]

Value	Behavior
`net`	One-directional (default) — long and short net out
`long_short_mode`	Hedge mode — long and short can coexist

Warning : Switching modes when positions are open may cause unexpected behavior. Check okx account positions first.

Transfer Funds

okx account transfer --ccy <ccy> --amt <n> --from <acctType> --to <acctType> \
  [--transferType <type>] [--subAcct <name>] [--json]

Param	Required	Default	Description
`--ccy`	Yes	-	Currency to transfer (e.g., `USDT`)
`--amt`	Yes	-	Amount to transfer
`--from`	Yes	-	Source account type: `6`=trading, `18`=funding

Returns: transId, ccy, amt.

MCP Tool Reference

Tool	Description
`account_get_balance`	Trading account balance
`account_get_asset_balance`	Funding account balance
`account_get_positions`	Open positions
`account_get_positions_history`	Closed position history
`account_get_bills`	Account bills (recent)
`account_get_bills_archive`

Input / Output Examples

"How much USDT do I have?"

okx account balance USDT
# → currency: USDT | equity: 5000.00 | available: 4500.00 | frozen: 500.00

"Show all my open positions"

okx account positions
# → table: instId, instType, side, pos, avgPx, upl, lever

"What's my trading history and realized PnL?"

okx account positions-history
# → table: instId, direction, openAvgPx, closeAvgPx, realizedPnl, uTime

"Show my recent account activity"

okx account bills --limit 20
# → table: billId, instId, type, ccy, balChg, bal, ts

"What are my trading fees for SWAP?"

okx account fees --instType SWAP
# → level: VIP1 | maker: -0.0001 | taker: 0.0005

"How much BTC can I buy in cross margin?"

okx account max-size --instId BTC-USDT-SWAP --tdMode cross
# → instId: BTC-USDT-SWAP | maxBuy: 12.5 | maxSell: 12.5

"Transfer 200 USDT from funding to trading"

okx account transfer --ccy USDT --amt 200 --from 18 --to 6
# → Transfer: TXN123456 (USDT 200)

"Check my account config"

okx account config
# → uid: 123456789 | acctLv: 2 | posMode: net | autoLoan: false

Edge Cases

No balance shown : balance is filtered to > 0 — if nothing shows, all currencies have zero balance
Positions command returns empty : no open contracts; spot holdings are not shown here (use account balance)
bills --archive : required for transactions older than 7 days (default window); may be slower
set-position-mode : cannot switch to net if you have both long and short positions on the same instrument
transfer --from/--to codes : 6=trading account, 18=funding account; other values exist for sub-account flows
max-size vs max-avail-size : max-size is the theoretical maximum; max-avail-size accounts for existing orders and reserved margin
Demo mode : okx --profile demo account balance shows simulated balances, not real funds

Global Notes

All write commands require valid credentials in ~/.okx/config.toml or env vars
--profile <name> is required for all authenticated commands; see "Credential & Profile Check" section
Every command result includes a [profile: <name>] tag for audit reference
--json returns raw OKX API v5 response
Rate limit: 10 requests per 2 seconds for account endpoints
Positions shown are for the unified trading account; funding account assets are separate
Account types: 6=Unified Trading Account (spot + derivatives), 18=Funding Account (deposits/withdrawals)

Weekly Installs

1.0K

Repository

okx/agent-skills

GitHub Stars

First Seen

Mar 8, 2026

Security Audits

Gen Agent Trust HubPass SocketPass SnykWarn

Installed on

opencode1.0K

codex1.0K

gemini-cli1.0K

github-copilot1.0K

kimi-cli1.0K

cursor1.0K

React 组合模式指南：Vercel 组件架构最佳实践，提升代码可维护性

102,200 周安装

okx account max-withdrawal [ccy]

okx account max-withdrawal

Transfer funds → okx account transfer

Change position mode → okx account set-position-mode

OKX CEX 资产组合与账户 CLI - 管理交易所余额、持仓、盈亏、资金划转

🇨🇳中文介绍

OKX CEX 资产组合与账户 CLI

前提条件

凭证与配置文件检查

步骤 A — 验证凭证

相关 Skills

步骤 B — 确认配置文件（必需）

处理 401 认证错误

演示模式与实盘模式

技能路由

快速开始

命令索引

读取命令

| 命令 | 类型 | 描述

写入命令

| 命令 | 类型 | 描述

跨技能工作流

交易前余额检查

启动机器人前余额检查

查看未平仓持仓与盈亏

划转与交易

入场前检查最大持仓数量

操作流程

步骤 0 — 凭证与配置文件检查

步骤 1：识别账户操作

步骤 2：立即运行读取命令 — 确认配置文件（步骤 0）后再执行写入命令

步骤 3：写入命令后验证

CLI 命令参考

账户余额 — 交易账户

资产余额 — 资金账户

持仓 — 未平仓持仓

持仓历史 — 已平仓持仓

账单 — 账户账本

手续费 — 交易手续费等级

配置 — 账户配置

最大数量 — 最大订单数量

最大可用数量

最大提现额

设置持仓模式

划转资金

MCP 工具参考

输入 / 输出示例

边界情况

全局说明

🇺🇸English

OKX CEX Portfolio & Account CLI

Prerequisites

Credential & Profile Check

Step A — Verify credentials

Step B — Confirm profile (required)

Handling 401 Authentication Errors

Demo vs Live Mode

Skill Routing

Quickstart

Command Index

Read Commands

| Command | Type | Description

Write Commands

| Command | Type | Description

Cross-Skill Workflows

Pre-trade balance check

Pre-bot balance check

Review open positions and P&L

Transfer and trade

Check max position size before entering

Operation Flow

Step 0 — Credential & Profile Check

Step 1: Identify account action

Step 2: Run read commands immediately — confirm profile (Step 0) then writes

Step 3: Verify after writes

CLI Command Reference

Account Balance — Trading Account

Asset Balance — Funding Account

Positions — Open Positions

Positions History — Closed Positions

Bills — Account Ledger

Fees — Trading Fee Tier

Config — Account Configuration

Max Size — Maximum Order Size