Effective position management is a cornerstone of successful digital asset trading. Understanding your holdings across various account types allows for better risk control and optimized returns. This guide explores the comprehensive suite of position management tools available on the OKX platform and provides clear instructions on how to view your holdings.
Understanding OKX's Account Structure
Before diving into specific tools, it's crucial to understand OKX's account framework. Your holdings are organized across several distinct account types, each serving a specific purpose:
- Funding Account: Used primarily for deposits, withdrawals, and internal fund transfers.
- Trading Account: Displays holdings for spot and margin trading.
- Futures & Perpetual Account: The central hub for managing your derivative contract positions.
- Unified Account: An advanced mode that combines spot, futures, and margin into a single account with a unified risk model.
- Earn Account: Functions like a digital savings account, where you can earn interest on your idle assets.
This structured approach allows for precise management of different asset classes and strategies.
Key Position Management Tools on OKX
OKX provides a robust set of tools tailored to each account type, giving you a clear view of your entire portfolio.
1. Asset Overview
The "Asset Overview" page is your financial dashboard. Accessible from the top navigation bar, it provides a holistic snapshot of your entire portfolio by aggregating data from all your accounts.
Key information displayed includes:
- Your total asset value, converted into your preferred fiat currency.
- Individual asset breakdowns for each account type (Funding, Trading, Futures, Earn).
- Detailed listings for each cryptocurrency, showing total balance, available balance, and any frozen funds.
This overview is the perfect starting point for most users, addressing the majority of position monitoring needs.
2. Trading Account Holdings
Within the Asset Overview, selecting the "Trading Account" reveals detailed information on your spot and margin holdings.
Here you can see:
- The quantity of each coin held.
- The current value of each holding (denominated in USDT).
- Realized and unrealized profit and loss (PnL).
- Tools for manually transferring assets between accounts.
For margin positions, the interface clearly displays your leverage multiplier, the amount of borrowed funds, and available margin, which is essential for ongoing risk assessment.
3. Futures Position Tools
The "Futures Account" is critical for derivatives traders. Its dedicated "Positions" tab provides a detailed look at all open contracts.
Information available includes:
- The contract symbol and position direction (Long/Short).
- Position size and its monetary value.
- Average entry price.
- Liquidation price.
- Margin used and remaining available margin.
This section also integrates quick-action buttons for one-click closing of positions and setting take-profit/stop-loss orders, enabling rapid response to volatile market conditions.
4. Unified Account Overview
The Unified Account is a powerful feature for advanced traders. It consolidates various products under one roof, simplifying cross-margin management.
Its position dashboard offers:
- A real-time overview of multi-product, multi-currency holdings.
- Automatic calculation of your overall account risk ratio.
- Support for cross-collateralization, allowing a diverse range of assets to be used as margin.
This tool significantly enhances capital efficiency by eliminating the need for constant manual transfers between different account wallets.
5. Earn Account Management
Your "Earn Account" is where you manage passive income products like fixed/flexible savings, staking, and dual investment products.
This section clearly displays:
- The principal amount deposited and accrued earnings.
- The product's term and a schedule of reward distributions.
- Settings for automatically reinvesting earnings upon maturity.
Properly managing your Earn holdings is vital for long-term, steady portfolio growth.
How to Quickly View Your Positions: A Step-by-Step Guide
Navigating multiple accounts can be confusing for new users. Here’s how to find your holdings quickly.
For Web Users:
- Log in to your account on the OKX website.
- Click on "Assets" in the top navigation menu.
- You will be directed to the "Asset Overview" page for a complete summary.
For Mobile App Users (Recommended):
- Open the OKX app and log in.
- Tap the "Assets" tab at the bottom of the home screen.
- You will instantly see your total portfolio value.
- Scroll down to view detailed breakdowns for each account type.
The mobile app also allows you to customize a quick-view widget on the homepage, prioritizing the coins and account types you monitor most frequently.
Advanced Tips for Proactive Management
Beyond basic viewing, OKX offers advanced tools for sophisticated portfolio management.
Risk Control Mechanisms:
OKX provides several features to help you manage risk, especially in leveraged and futures trading.
- Liquidation Warning: Receive automatic alerts as your position approaches the liquidation price.
- Auto-Deleveraging (ADL): A system mechanism that helps manage risk exposure in volatile markets.
- Take-Profit/Stop-Loss (TP/SL): Supports a combination of market and limit orders to automate exit strategies.
Flexible Fund Transfers:
Moving funds between different accounts is seamless.
- Transfers are instant and fee-free.
- Supports conversion between currencies during transfers (e.g., USDT to BTC).
API Integration:
For algorithmic traders, OKX's comprehensive API allows for:
- Real-time synchronization of account positions with external platforms.
- Automated logging of trade history.
- Integration with third-party portfolio trackers for a unified view of your assets across different platforms. To explore more strategies for automated trading, you can discover advanced API integration methods.
Frequently Asked Questions
How often are the portfolio values updated on OKX?
Portfolio values and position details on OKX are updated in real-time. The prices reflect the latest market data, ensuring you always have an accurate view of your holdings and their current worth.
Is there a difference between 'Available' and 'Total' balance?
Yes. Your 'Total' balance includes all the currency in that account. Your 'Available' balance is the amount that is not currently locked in open orders, used as margin, or participating in Earn products and is free to be traded or withdrawn.
What is the main advantage of using a Unified Account?
The primary advantage is superior capital efficiency. It allows all your balance across spot, futures, and margin to function as shared collateral. This reduces the need for manual transfers and can help avoid liquidation by pooling your resources into a single margin pool.
Are the position management tools free to use on OKX?
Yes, all the position viewing and management tools described are completely free to use. OKX does not charge any fees for accessing your portfolio data, setting alerts, or using basic risk management orders like take-profit and stop-loss.
Can I set price alerts for specific assets in my portfolio?
Absolutely. OKX offers a robust alert system. You can set custom price alerts for any supported cryptocurrency, which will notify you via the mobile app or email when the asset hits your specified price target.
My question isn't listed here. Where can I get help?
For further assistance, the best resource is OKX's own 24/7 support hub within the website or app, which contains a comprehensive help center and live chat functionality. You can access detailed support guides for any specific issues you encounter.