okx-cex-portfolio

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

okx/agent-skills|Updated Apr 8, 2026

Works with

Claude CodeCursorClineWindsurfCodexGoose

What it does

Read and manage trading and funding account balances, open/closed positions, realized and unrealized P&L, transaction history, and fee tiers via CLI commands
Requires OKX API credentials configured locally; supports both live (实盘) and demo (模拟盘) profiles with mandatory profile selection before each command
Write operations (fund transfers, position mode switching) require explicit confirmation

Repository

okx/agent-skills

Last updated

Apr 8, 2026

Installation Guide

Select your AI agent

How to use okx-cex-portfolio on Cursor

AI-first code editor with Composer

Prerequisites

Before installing skills in Cursor, ensure your development environment meets these requirements:

›Cursor installed and configured on your machine
›Node.js 16+ with npm — verify with node --version
›Active project directory where you want to add okx-cex-portfolio

Run the install command

Execute the skills CLI command in your project's root directory to begin installation:

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

Fetches okx-cex-portfolio from okx/agent-skills and configures it for Cursor.

Select Cursor when prompted

The CLI shows a list of agents. Use arrow keys and space to select Cursor:

◆ Which agents do you want to install to?

│

│ ── Universal (.agents/skills) ────────────────

│ · Cline · Codex · Goose · Windsurf

│ ●Cursor(selected)

│ · Cursor · Aider · Continue

Verify installation

Confirm successful installation by checking the skill directory location:

.cursor/skills/okx-cex-portfolio

Restart Cursor to activate okx-cex-portfolio. Access via /okx-cex-portfolio in your agent's command palette.

⚠

Security Notice

We perform automated surface-level scans (Gen AI Scanner, Socket, Snyk) during installation. These checks detect common vulnerabilities but do not guarantee complete security. Always review skill source code and verify the publisher's reputation before production use.

Skills execute code in your environment. Always review source, verify the publisher, and test in isolation before production.

›View source on GitHub ›Skills CLI docs ›About Cursor ›What are agent skills?

Documentation

List & Monetize Your Skill

Submit your Claude Code skill and start earning

Get started →

Use Cases

User Story & Requirements Generation

Create detailed user stories, acceptance criteria, and feature specs

Example

Generate user stories for 'password reset feature' with acceptance criteria, edge cases, and test scenarios

✓

Reduce spec writing time by 50%, ensure comprehensive coverage

Competitive Analysis

Research competitors, compare features, identify gaps

Example

Analyze 5 competitor products, create feature comparison matrix, suggest differentiation opportunities

✓

Complete competitive research in 2 hours instead of 2 days

Roadmap Prioritization

Evaluate features using frameworks (RICE, ICE, Kano) and create prioritized backlogs

Example

Score 20 feature ideas using RICE framework, generate prioritized roadmap with rationale

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

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

#	Command	Type	Description
1	`okx account balance [ccy]`	READ	Trading account equity, available, frozen
2	`okx account asset-balance [ccy] [--valuation]`	READ	Funding account balance; `--valuation` adds earn/trading/funding valuation summary
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	`okx account max-withdrawal [ccy]`	READ	Max withdrawable per currency

#	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

Param	Required	Default	Description
`ccy`	No	-	Filter to a single currency
`--valuation`	No	false	Also show total asset valuation across all account types (trading/funding/earn)

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

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

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

okx-cex-portfolio

What it does

Category

Repository

Last updated

Installation Guide

How to use okx-cex-portfolio on Cursor

Prerequisites

Run the install command

Select Cursor when prompted

Verify installation

Security Notice

Documentation

List & Monetize Your Skill

Use Cases

User Story & Requirements Generation

Competitive Analysis

Roadmap Prioritization

Install Skill

OKX CEX Portfolio & Account CLI

Preflight

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

Write Commands

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

Stakeholder Communication

Implementation Guide

Best Practices

When to Use This

Learning Path

Related Skills

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Reviews

Discussion

`Stakeholder Communication`

`Implementation Guide`

`Best Practices`

`When to Use This`

`Learning Path`

`Related Skills`

`Reviews`

`Discussion`