okx-cex-portfolio
This skill should be used when the user asks about 'account balance', 'how much USDT do I have', 'my funding account', 'show my positions', 'open positions', 'position P&L', 'unrealized PnL', 'closed positions', 'position history', 'realized PnL', 'account bills', 'transaction history', 'trading fees', 'fee tier', 'account config', 'max order size', 'how much can I buy', 'withdrawable amount', 'transfer funds', 'move USDT to trading account', or 'switch position mode'. Also use for '总资产', 'full
Security Assessment
About okx-cex-portfolio
The okx-cex-portfolio skill provides a command-line interface for retrieving and managing account-related information on the OKX cryptocurrency exchange. It is designed to help users inspect their financial status, including balances, asset distributions, positions, and historical account activity. By using the OKX CLI, users can interact with their exchange account programmatically, eliminating the need to manually navigate the exchange UI for portfolio insights. This skill strictly focuses on account and portfolio data access and requires valid API credentials or OAuth authentication to function.
The core capabilities include querying account balances across different accounts, viewing open and closed positions, and analyzing both unrealized and realized profit and loss (PnL). It also supports access to account bills, transaction history, trading fees, and fee tier information. Additionally, users can retrieve operational metrics such as withdrawable balances, maximum order capacity, and account configuration settings. The skill also supports fund transfers between accounts (e.g., moving USDT to a trading account) and switching position modes, enabling flexible portfolio management directly from the CLI.
This skill is intended for active crypto traders, portfolio managers, and analysts who require structured and automated access to their OKX account data. It is particularly useful for users who want to integrate exchange account monitoring into scripts or workflows. However, it is not designed for market data retrieval, order execution, or trading bot management, which are handled by other specialized skills. Users must install the OKX CLI, initialize configuration via `okx config init`, and ensure proper authentication (API key or OAuth). Demo mode is available for safe testing without real funds.
FAQ
What can I use the okx-cex-portfolio skill for?
It is used to access and manage OKX account data such as balances, positions, PnL, transaction history, fees, and fund transfers via the OKX CLI.
Do I need API credentials to use this skill?
Yes, API credentials or OAuth authentication are required. You must configure access using `okx config init` before running any authenticated commands.
Can this skill be used for trading or placing orders?
No, it cannot place or cancel orders. Trading operations are handled by a different skill (okx-cex-trade).
Does it support demo mode?
Yes, a demo mode is available using the `--demo` flag, allowing users to simulate account interactions without using real funds.
What platforms or environments does it work with?
It works via the OKX CLI installed through npm and requires a Node.js environment with the @okx_ai/okx-trade-cli package.
Install okx-cex-portfolio
Quick Setup:
- Copy the skill folder to
.claude/skills/ - Claude will automatically detect and use the skill
Repository
okx/agent-skills