OKX CEX Bot Trading

Grid and DCA (Spot & Contract Martingale) bot management on OKX. All bots are native OKX server-side — they run on OKX and do not require a local process.

Preflight

Before running any command, follow ../_shared/preflight.md. Use metadata.version from this file's frontmatter as the reference for Step 2.

Prerequisites

npm install -g @okx_ai/okx-trade-cli

Check credentials, then set up if missing:

okx config show          # shows configured profiles (api_key shows last 4 chars)
okx config init          # interactive wizard if not configured

Security: NEVER accept API credentials in chat. Guide users to okx config init or edit ~/.okx/config.toml directly.

Credential & Profile Check

Run before every authenticated command.

Step A — Verify credentials

okx config show

If no configuration → stop, guide user to okx config init, wait for completion.

Step B — Determine profile (required)

--profile	Mode	Funds
live	实盘	Real money
demo	模拟盘	Simulated, safe for testing

Resolution:

1. User intent is clear ("real"/"实盘"/"live" → live; "test"/"模拟"/"demo" → demo) → use it, inform user
2. No explicit declaration → check conversation context for previous profile → use it if found
3. Nothing found → ask: "Live (实盘) or Demo (模拟盘)?" — wait before proceeding

After every command: append [profile: live] or [profile: demo]

Handling 401 Errors

Stop immediately. Guide user to update ~/.okx/config.toml with their editor. Verify with okx config show before retrying.

Skill Routing

Need	Skill
Market data, prices, depth	okx-cex-market
Account balance, positions, fees	okx-cex-portfolio
Regular spot/swap/futures orders	okx-cex-trade
Grid / DCA bots	okx-cex-bot (this skill)

Command Index

Grid Bot

Command	Type	Description
okx bot grid create	WRITE	Create a grid bot (spot or contract)
okx bot grid stop	WRITE	Stop a grid bot
okx bot grid orders	READ	List active or history grid bots
okx bot grid details	READ	Grid bot details + PnL
okx bot grid sub-orders	READ	Individual grid fills or pending orders

DCA Bot (Spot & Contract)

Command	Type	Description
okx bot dca create	WRITE	Create a DCA (Martingale) bot (spot or contract)
okx bot dca stop	WRITE	Stop a DCA bot (spot or contract)
okx bot dca orders	READ	List active or history DCA bots (default: contract_dca)
okx bot dca details	READ	DCA bot details + PnL
okx bot dca sub-orders	READ	DCA cycles and orders within a cycle

Operation Flow

Step 1 — Identify bot type and action

Parse user request → determine module (Grid / DCA) and action (create / stop / list / details).

Step 2 — Execute

READ commands (orders, details, sub-orders): run immediately after profile confirmation.

WRITE commands (create, stop): confirm key parameters with user once before executing.

Step 3 — Verify after writes

• After create → run the corresponding orders command to confirm active
• After stop → run orders --history to confirm stopped

Key Rules

• Never auto-transfer funds. If balance is insufficient for bot creation, report the shortfall (current available vs required) and ask the user how to proceed: (1) transfer funds manually, (2) reduce size, or (3) cancel.
• algoId is the bot's algo order ID (from create or list output). It is NOT a normal ordId. Never fabricate — always obtain from a prior command.
• algoOrdType for grid must match the bot's actual type. Always use the value from bot grid orders — do not infer from user description alone. Mismatch causes error 50016.
• When operating on existing bots, always list first to get correct IDs, unless the user provides them explicitly.
• TP/SL constraints: tpTriggerPx/tpRatio and slTriggerPx/slRatio are mutually exclusive pairs.

CLI Command Reference

Grid Bot — Create

okx bot grid create --instId <id> --algoOrdType <type> \
  --maxPx <px> --minPx <px> --gridNum <n> \
  [--runType <1|2>] \
  [--quoteSz <n>] [--baseSz <n>] \
  [--direction <long|short|neutral>] [--lever <n>] [--sz <n>] \
  [--basePos] [--no-basePos] \
  [--tpTriggerPx <px>] [--slTriggerPx <px>] [--tpRatio <ratio>] [--slRatio <ratio>] \
  [--algoClOrdId <id>] [--json]

Param	Required	Default	Description
--instId	Yes	-	Instrument (e.g., BTC-USDT for spot, BTC-USDT-SWAP for USDT-M contract, BTC-USD-SWAP for coin-M contract)
--algoOrdType	Yes	-	grid (spot grid) or contract_grid (contract grid, including coin-margined)
--maxPx	Yes	-	Upper price boundary
--minPx	Yes	-	Lower price boundary
--gridNum	Yes	-	Grid levels (2–100)
--runType	No	1	1=arithmetic spacing, 2=geometric spacing
--quoteSz	Cond.	-	USDT investment — spot grid only (provide quoteSz or baseSz)
--baseSz	Cond.	-	Base currency investment — spot grid only
--direction	Cond.	-	long, short, or neutral — required for contract grid
--lever	Cond.	-	Leverage (e.g., 5) — contract grid only
--sz	Cond.	-	Investment margin in USDT (USDT-M) or coin (coin-M) — contract grid only
--basePos / --no-basePos	No	true	Open a base position at creation — contract grid only (ignored for neutral). Use --no-basePos to disable
--tpTriggerPx	No	-	Take-profit trigger price (mutually exclusive with --tpRatio)
--slTriggerPx	No	-	Stop-loss trigger price (mutually exclusive with --slRatio)
--tpRatio	No	-	Take-profit ratio — contract grid only (mutually exclusive with --tpTriggerPx)
--slRatio	No	-	Stop-loss ratio — contract grid only (mutually exclusive with --slTriggerPx)
--algoClOrdId	No	-	Client-defined algo order ID (1-32 alphanumeric). Unique per user, enables idempotent creation

---

Grid Bot — Stop

okx bot grid stop --algoId <id> --algoOrdType <type> --instId <id> \
  [--stopType <1|2|3|5|6>] [--json]

--algoId and --algoOrdType must come from bot grid orders output. The algoOrdType must match the bot's actual type — do not guess.

--stopType	Behavior
1	Stop + sell/close all positions at market (default)
2	Stop + keep current assets as-is
3	Stop + close at limit prices
5	Stop + partial close
6	Stop without selling (smart arbitrage)

---

Grid Bot — List Orders

okx bot grid orders --algoOrdType <type> [--instId <id>] [--algoId <id>] [--history] [--json]

Param	Required	Default	Description
--algoOrdType	Yes	-	grid (spot), contract_grid (contract), or moon_grid (moon)
--instId	No	-	Filter by instrument
--algoId	No	-	Filter by algo order ID. NOT a normal trade order ID
--history	No	false	Show completed/stopped bots instead of active

---

Grid Bot — Details

okx bot grid details --algoOrdType <type> --algoId <id> [--json]

Returns: bot config, current PnL (pnlRatio), grid range, number of grids, state, position info.

---

Grid Bot — Sub-Orders

okx bot grid sub-orders --algoOrdType <type> --algoId <id> [--live] [--json]

Flag	Effect
(default)	Filled sub-orders (executed grid trades)
--live	Pending grid orders currently on the book

---

DCA Bot — Create (Spot & Contract)

okx bot dca create --algoOrdType <spot_dca|contract_dca> --instId <id> --direction <long|short> \
  --initOrdAmt <n> --maxSafetyOrds <n> --tpPct <ratio> \
  [--lever <n>] [--safetyOrdAmt <n>] [--pxSteps <ratio>] [--pxStepsMult <mult>] [--volMult <mult>] \
  [--slPct <ratio>] [--slMode <limit|market>] [--allowReinvest] \
  [--triggerStrategy <instant|price|rsi>] [--triggerPx <price>] \
  [--triggerCond <cross_up|cross_down>] [--thold <threshold>] [--timeframe <timeframe>] [--timePeriod <period>] \
  [--algoClOrdId <id>] [--reserveFunds <true|false>] [--tradeQuoteCcy <ccy>] [--json]

Param	Required	Default	Description
--algoOrdType	Yes	-	spot_dca (Spot DCA) or contract_dca (Contract DCA)
--instId	Yes	-	Instrument (e.g., BTC-USDT for spot, BTC-USDT-SWAP for contract)
--lever	Cond.	-	Leverage multiplier (e.g., 3). Required for contract_dca
--direction	Yes	-	long or short. spot_dca must be long
--initOrdAmt	Yes	-	Initial order amount (quote currency)
--maxSafetyOrds	Yes	-	Max safety orders, integer [0, 100] (e.g., 3; 0 = no DCA)
--safetyOrdAmt	Cond.	-	Safety order amount (quote currency). Required when maxSafetyOrds > 0
--pxSteps	Cond.	-	Initial price deviation [0.001, 0.5], e.g., 0.03 = 3%. Required when maxSafetyOrds > 0
--pxStepsMult	Cond.	1	Price step multiplier (e.g., 1.2). Required when maxSafetyOrds > 0
--volMult	Cond.	1	Safety order size multiplier (e.g., 1.5). Required when maxSafetyOrds > 0
--tpPct	Yes	-	Take-profit ratio: long [0.001, 10], short [0.001, 0.9999] (e.g., 0.03 = 3%)
--slPct	No	-	Stop-loss ratio, must exceed MPD (e.g., 0.05 = 5%). Must be used with --slMode
--slMode	No	market	Stop-loss type: limit or market. Must be used with --slPct
--allowReinvest	No	true	Reinvest profit into the next DCA cycle
--triggerStrategy	No	instant	contract_dca: instant, price, rsi; spot_dca: instant, rsi
--triggerPx	No	-	Trigger price — required when triggerStrategy=price (contract_dca only)
--triggerCond	No	-	cross_up or cross_down — required when triggerStrategy=rsi, optional when triggerStrategy=price
--thold	No	-	RSI threshold (e.g. 30) — required when triggerStrategy=rsi
--timeframe	No	-	RSI timeframe (e.g. 15m) — required when triggerStrategy=rsi
--timePeriod	No	14	RSI period — optional when triggerStrategy=rsi
--algoClOrdId	No	-	Client-defined strategy order ID (1-32 alphanumeric)
--reserveFunds	No	true	true or false — whether to reserve funds
--tradeQuoteCcy	No	-	Trade quote currency

Conditional required logic:

• Always required: --algoOrdType, --instId, --direction, --initOrdAmt, --maxSafetyOrds, --tpPct
• When algoOrdType=contract_dca: also required --lever
• When maxSafetyOrds > 0: also required --safetyOrdAmt, --pxSteps, --pxStepsMult, --volMult
• --slPct and --slMode must be both set or both omitted

---

DCA Bot — Stop

okx bot dca stop --algoOrdType <spot_dca|contract_dca> --algoId <id> [--stopType <1|2>] [--json]

Param	Required	Default	Description
--algoOrdType	Yes	-	spot_dca or contract_dca
--algoId	Yes	-	DCA bot algo order ID (from create or list output). NOT a normal trade order ID
--stopType	Cond.	1 (contract_dca)	Required for spot_dca: 1=sell all tokens, 2=keep tokens. contract_dca always uses 1 (close position)

---

DCA Bot — List Orders

okx bot dca orders [--algoOrdType <spot_dca|contract_dca>] [--algoId <id>] [--instId <id>] [--history] [--json]

Param	Required	Default	Description
--algoOrdType	No	contract_dca	Filter by strategy type
--algoId	No	-	Filter by DCA bot algo order ID
--instId	No	-	Filter by instrument
--history	No	false	Show completed/stopped bots instead of active

---

DCA Bot — Details

okx bot dca details --algoOrdType <spot_dca|contract_dca> --algoId <id> [--json]

Returns: avgPx, upl, liqPx, sz, tpPx, slPx, initPx, fundingFee, fee, fillSafetyOrds, algoClOrdId, baseSz, quoteSz, tradeQuoteCcy.

---

DCA Bot — Sub-Orders

okx bot dca sub-orders --algoOrdType <spot_dca|contract_dca> --algoId <id> [--cycleId <id>] [--json]

Flag / Param	Effect
(default)	List all cycles
--cycleId <id>	Show orders within a specific cycle

Quickstart

# Spot grid: BTC $90k–$100k, 10 grids, 1000 USDT
okx bot grid create --instId BTC-USDT --algoOrdType grid \
  --minPx 90000 --maxPx 100000 --gridNum 10 --quoteSz 1000

# Contract grid: BTC perp, neutral, 5x, 100 USDT margin
okx bot grid create --instId BTC-USDT-SWAP --algoOrdType contract_grid \
  --minPx 90000 --maxPx 100000 --gridNum 10 \
  --direction neutral --lever 5 --sz 100

# Coin-margined contract grid: BTC inverse perp
okx bot grid create --instId BTC-USD-SWAP --algoOrdType contract_grid \
  --minPx 90000 --maxPx 100000 --gridNum 10 \
  --direction long --lever 5 --sz 0.01

# Contract DCA bot: BTC perp, long, 3x, 3% TP
okx bot dca create --algoOrdType contract_dca --instId BTC-USDT-SWAP --lever 3 --direction long \
  --initOrdAmt 100 --safetyOrdAmt 50 --maxSafetyOrds 3 \
  --pxSteps 0.03 --pxStepsMult 1 --volMult 1 --tpPct 0.03

# Spot DCA bot: BTC spot, long, 5% TP
okx bot dca create --algoOrdType spot_dca --instId BTC-USDT --direction long \
  --initOrdAmt 100 --safetyOrdAmt 50 --maxSafetyOrds 3 \
  --pxSteps 0.03 --pxStepsMult 1.2 --volMult 1.5 --tpPct 0.05

# List all active bots
okx bot grid orders --algoOrdType grid
okx bot grid orders --algoOrdType contract_grid
okx bot dca orders --algoOrdType contract_dca
okx bot dca orders --algoOrdType spot_dca

Cross-Skill Workflows

Spot Grid Bot

User: "Start a BTC grid bot between $90k and $100k with 10 grids, invest 1000 USDT"

1. okx-cex-market    okx market ticker BTC-USDT                     → confirm price is in range
2. okx-cex-portfolio okx account balance USDT                       → confirm available funds
        ↓ user approves
3. okx-cex-bot       okx bot grid create --instId BTC-USDT --algoOrdType grid \
                       --minPx 90000 --maxPx 100000 --gridNum 10 --quoteSz 1000
4. okx-cex-bot       okx bot grid orders --algoOrdType grid          → confirm bot is active
5. okx-cex-bot       okx bot grid details --algoOrdType grid --algoId <id> → monitor PnL

Contract DCA Bot

User: "Start a long DCA bot on BTC perp, 3x leverage, $200 initial, 3% TP"

1. okx-cex-market    okx market ticker BTC-USDT-SWAP                → confirm current price
2. okx-cex-portfolio okx account balance USDT                       → confirm margin
        ↓ user approves
3. okx-cex-bot       okx bot dca create --algoOrdType contract_dca --instId BTC-USDT-SWAP \
                       --lever 3 --direction long \
                       --initOrdAmt 200 --safetyOrdAmt 100 --maxSafetyOrds 3 \
                       --pxSteps 0.03 --pxStepsMult 1 --volMult 1 --tpPct 0.03
4. okx-cex-bot       okx bot dca orders --algoOrdType contract_dca   → confirm active
5. okx-cex-bot       okx bot dca details --algoOrdType contract_dca --algoId <id> → monitor PnL

Spot DCA Bot

User: "帮我在现货上 DCA BTC，首单 100 USDT，5% 止盈"

1. okx-cex-market    okx market ticker BTC-USDT                     → confirm current price
2. okx-cex-portfolio okx account balance USDT                       → confirm funds
        ↓ user approves
3. okx-cex-bot       okx bot dca create --algoOrdType spot_dca --instId BTC-USDT \
                       --direction long \
                       --initOrdAmt 100 --safetyOrdAmt 50 --maxSafetyOrds 3 \
                       --pxSteps 0.03 --pxStepsMult 1.2 --volMult 1.5 --tpPct 0.05
4. okx-cex-bot       okx bot dca orders --algoOrdType spot_dca       → confirm active

Edge Cases

Grid Bot

• Price out of range: --minPx must be < current price < --maxPx; check with okx-cex-market first
• Insufficient balance: check okx-cex-portfolio → account balance before creating. If insufficient, do NOT auto-transfer — report the shortfall and ask the user for instructions
• Contract grid direction: long (buys more at lower prices), short (sells at higher), neutral (both). Direction is required for contract grid
• Contract grid basePos: defaults to true — long/short grids automatically open a base position at creation. Neutral direction ignores this. Pass --no-basePos to disable
• Contract grid --sz: investment margin in USDT (USDT-M) or coin (coin-M), not number of contracts
• Coin-margined grids: use inverse instruments (e.g., BTC-USD-SWAP). Margin unit is the base coin (BTC), not USDT
• Stop type: stopType 1 sells/closes all (default); stopType 2 keeps assets; stopType 5/6 for contract grid positions
• TP/SL: tpTriggerPx/tpRatio and slTriggerPx/slRatio are mutually exclusive pairs. Ratio-based TP/SL is contract grid only
• Already stopped bot: stop returns error — check bot grid orders --history first to confirm state
• Insufficient margin (51340): extract required minimum from error, check balance via okx-cex-portfolio, report shortfall to user — do NOT auto-transfer
• Demo mode: okx --profile demo bot grid create ... — safe for testing, no real funds
• algoClOrdId duplicate: if the same algoClOrdId already exists, the API returns error code 51065

DCA Bot

• Spot DCA direction: must always be long. If user says "short spot DCA", explain that spot DCA only supports long direction
• Spot DCA stopType: always ask user whether to sell all tokens (1) or keep them (2) when stopping
• Contract DCA lever: required. If missing, the tool returns a validation error
• pxStepsMult: 1.0 = equal spacing; >1.0 = widen gaps between successive safety orders
• volMult: 1.0 = equal sizes; >1.0 = increase per safety order (Martingale scaling)
• triggerStrategy: instant starts immediately; price waits for trigger price (contract_dca only); rsi waits for RSI condition (both spot_dca and contract_dca)
• Already stopped bot: stop returns error — check bot dca orders --history first
• Demo mode: okx --profile demo bot dca create ... — safe testing, no real funds
• INVALID_PRICE_STEPS_MULTIPLIER error: adjust slPct. Recalculate MPD = Σ(pxSteps × pxStepsMult^i) for i = 0..maxSafetyOrds−1, then set slPct > MPD
• algoClOrdId duplicate: error code 51065

Communication Guidelines

• Grid/DCA: use "bot" not "strategy" (e.g., "grid bot", "DCA bot")
• DCA: always say "DCA" or "Martingale" — DCA supports both Spot DCA and Contract DCA
• Chinese: Grid = "网格", Spot DCA = "现货马丁", Contract DCA = "合约马丁"
• Use natural language for parameters — "What price range?" not "Enter minPx and maxPx"
• If the user already provides values, map directly — don't re-ask

Parameter Display Names

{base} and {quote}: extract from instId by splitting on -. E.g., BTC-USDT-SWAP → base=BTC, quote=USDT.

Grid Bot — Spot (algoOrdType=grid)

API Field	EN	ZH
instId	Trading pair	交易对
minPx	Lower price bound	网格下限价格
maxPx	Upper price bound	网格上限价格
gridNum	Number of grids	网格数量
quoteSz	Investment amount ({quote})	投入金额（{quote}）
baseSz	Investment amount ({base})	投入金额（{base}）
runType	Spacing mode (1=arithmetic, 2=geometric)	网格间距模式（1=等差, 2=等比）
stopType	Stop behavior	停止方式

Grid Bot — Contract (algoOrdType=contract_grid)

API Field	EN	ZH
instId	Trading pair	交易对
minPx	Lower price bound	网格下限价格
maxPx	Upper price bound	网格上限价格
gridNum	Number of grids	网格数量
sz	Investment margin (USDT for USDT-M; {base} for coin-M)	投入保证金（USDT-M 为 USDT；币本位为 {base}）
direction	Direction (long / short / neutral)	方向（做多 / 做空 / 中性）
lever	Leverage	杠杆倍数
runType	Spacing mode (1=arithmetic, 2=geometric)	网格间距模式（1=等差, 2=等比）
basePos	Open base position	是否开底仓
stopType	Stop behavior	停止方式

DCA Bot (Spot & Contract)

API Field	EN	ZH
algoOrdType	Strategy type (spot/contract)	策略类型（现货/合约）
instId	Trading pair	交易对
initOrdAmt	Initial order amount ({quote})	首单金额（{quote}）
safetyOrdAmt	Safety order amount ({quote})	补仓金额（{quote}）
maxSafetyOrds	Max safety orders	最大补仓次数
pxSteps	Price drop per safety order (%)	补仓价格跌幅（%）
pxStepsMult	Price step multiplier	补仓跌幅倍数
volMult	Safety order size multiplier	补仓金额倍数
tpPct	Take-profit ratio (%)	止盈比例（%）
slPct	Stop-loss ratio (%)	止损比例（%）
slMode	Stop-loss type (limit/market)	止损类型（限价/市价）
lever	Leverage	杠杆倍数
direction	Direction (long/short)	方向（做多/做空）
allowReinvest	Reinvest profit	利润再投入
triggerStrategy	Trigger mode (contract_dca: instant/price/rsi; spot_dca: instant/rsi)	触发方式
triggerPx	Trigger price	触发价格
algoClOrdId	Client order ID	客户端策略订单 ID
stopType	Stop type (sell all / keep tokens)	停止类型（卖出/保留）
reserveFunds	Reserve funds	预留资金

slPct stop-loss logic:

• Long: stop-loss price = initial fill price × (1 − slPct)
• Short: stop-loss price = initial fill price × (1 + slPct) When triggered and position fully closed, the bot ends.

Global Notes

• All bots run on OKX servers — stopping the CLI does not affect them
• --profile is required for all authenticated commands
• --json returns raw OKX API v5 response
• Rate limit: 20 requests per 2 seconds per UID
• Grid --gridNum range: 2–100