Trading Tools Tutorial

【一】Long/Short Analysis Tool: OKX Trading Data

On the market data page, click the Trading Data button. Trading Data provides trading data for spot, contracts, and options. You can select a currency to view its buying and selling activity, long/short position ratio, total open interest, and trading volume over a specific period of time.

【二】Take Profit / Stop Loss Controller: The Key to Winning Big While Limiting Losses

On the Positions page, click Take Profit / Stop Loss to configure your settings.

【三】Real-Time "Market Watch / Price Alerts": Never Miss Major Trading Opportunities

On the Trading page, click the button to enter the candlestick chart. The bottom-right corner of the page offers two services: "Market Watch" and "Price Alerts".

①"Price Alerts" allow you to set a target price and choose whether to enable repeat alerts, so you can receive notifications when the price reaches your specified level.

②"Market Watch" lets you add spot, contract, or options trading pairs for different currencies and monitor real-time price movements. When the floating market watch window is enabled, your monitored data will be displayed as a floating overlay. Click on the corresponding trading pair within the floating window to quickly jump to its candlestick chart and view price movements.

【四】Essential Risk Management Tool: "Contract Calculator"

On the contract trading page, click the button to access the Contract Calculator, which can compute "PnL", "Liquidation Price", and "Margin Ratio".

①"PNL" calculation: by setting the current position direction, leverage, position size, and entry/exit prices, you can calculate the reference margin, PnL, PnL percentage, and also get a reference for maker/taker fees.

②"Liquidation Price" calculation: by setting the current position direction, leverage, entry price, position size, and expected PnL or PnL percentage, you can calculate the reference liquidation price.

③"Margin Ratio" calculation: by setting the current position direction, entry price, position size, and available margin, you can calculate the reference margin ratio. Note that the margin ratio here only represents data for a single position direction under one contract.

【五】"Arbitrage Data" — Earn High APY with Zero Principal Risk

"Arbitrage Data" provides funding rate arbitrage and spread arbitrage data for USDT-margined and coin-margined contracts across various trading pairs. It offers multiple data points including "Recommended Arbitrage Combinations", "Reference APY", and "Funding Rates".

【六】"Assets Analysis" — Review Historical Trades and Clarify Asset Allocation

On the Assets page, click the Assets Analysis button to access your balance, today's PnL, this month's PnL, and more. You can also view your cumulative PnL percentage, cumulative PnL, daily PnL, asset allocation, and asset trends over the past 7 days or a custom time period.

Assets Analysis calculates data across your Funding Account, Unified Trading Account, and financial products. For other common questions, click the button to search and query.

Disclaimer

This article may contain product-related content that does not apply to your region. This article is intended to provide general information only and we make no representation as to the accuracy or completeness of any information herein. The views expressed in this article are those of the author and do not reflect the opinions of OKX. This article is not intended to provide, and should not be relied upon as, (i) investment advice or investment recommendations; (ii) an offer or solicitation to buy, sell, or hold digital assets; or (iii) financial, accounting, legal, or tax advice. Holding digital assets (including stablecoins) carries a high degree of risk and their value may fluctuate significantly or even become worthless. You should carefully consider whether trading or holding digital assets is appropriate for you based on your financial situation. Please consult your legal/tax/investment professional regarding questions specific to your situation. The information contained in this article (including market data and statistics, if applicable) is provided for general reference purposes only. While reasonable precautions have been taken in preparing this data and these charts, we accept no responsibility for any factual errors or omissions expressed herein. © 2025 OKX. This article may be reproduced or distributed in full, or excerpts of 100 words or less may be used, provided that such use is non-commercial in nature. Any reproduction or distribution of the full article must include the following attribution: "This article is copyrighted © 2025 OKX, used with permission." Permitted excerpts must cite the article title and include the source, e.g., "Article Title, [Author Name (if applicable)], © 2025 OKX". Some content may have been generated or assisted by artificial intelligence (AI) tools. Derivative works and other uses of this article are not permitted.

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