okx-cex-portfolio

The okx-cex-portfolio skill provides an interface for users to query account balances, positions, P&L, transaction history, and fee tiers on the OKX exchange. It supports fund transfers between funding and trading accounts and allows users to configure position modes. The skill requires API credentials or an active OAuth session and supports both live and demo trading environments.

7.8K
Installs
7
Use cases
5/10
Quality

Is okx-cex-portfolio safe to install?

Review the source first

Review the source first: our audit of okx-cex-portfolio's source files found 18 shell commands, 0 external URLs, no file writes (high risk). Every command and URL listed appears verbatim in the skill's source. The skill executes shell commands to interact with the OKX API. It handles sensitive financial data and performs write operations such as fund transfers and account configuration changes.

How we audit skills: our security review methodology.

Who is this skill for?

OKX exchange users who need to manage their portfolio, check account status, or perform internal fund transfers via a command-line interface.

What can you do with it?

  • Checking total account balance and net worth
  • Viewing open and closed trading positions
  • Reviewing transaction history and account bills
  • Checking trading fee tiers
  • Transferring funds between funding and trading accounts
  • Switching between net and hedge position modes
  • Calculating maximum order sizes for specific trading pairs

How good is this skill?

Quality score: 5/10. The documentation is comprehensive, providing clear instructions for installation, authentication, and command usage. It includes specific cross-skill workflows and safety guidelines for handling financial operations.

What does the skill file contain?

SKILL.md
# OKX CEX Portfolio & Account CLI

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

## Preflight

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

## Prerequisites

1. Install `okx` CLI:
   ```bash
   npm install -g @okx_ai/okx-trade-cli
   ```
2. Configure credentials:
   ```bash
   okx config init   # select site -> follow browser OAuth flow
   ```
3. Test with demo mode (simulated trading, no real funds):
  ...

Frequently asked questions

Does this skill support real-time market price lookups?

No. Use the okx-cex-market skill for market prices, charts, depth, and funding rates.

How do I switch between live and demo trading modes?

For API Key users, use the --profile flag with the appropriate profile name. For OAuth users, omit flags for live trading or use the --demo flag for simulated trading.

What should I do if I receive an authentication error?

Stop the operation immediately, load the okx-cex-auth skill to re-authenticate, and then retry the original command.

Can I use this skill to place spot or futures orders?

No. Use the okx-cex-trade skill for placing or cancelling orders.

Data sourced from okx/agent-skills on GitHub. Install counts from skills.sh. The summary and security audit are derived from the skill's source files: every command and URL listed appears verbatim in the source.

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