Trading Concepts
Trading terms and concepts
C2C Lending
C2C Lending is a convenient and secure lending service product provided by OKX for users. Borrowed assets can be liquidated at any time. Instant withdrawals, ultra-low interest rates, large-amount bor
OKX Signal Strategy
In the ever-changing financial markets, timely access to information and making informed Trading decisions are essential for success. To meet the growing demand for advanced Trading tools and strategi
Trading Fees
OKX distinguishes between regular users and professional users based on trading volume. Regular users are divided into different tiers based on their OKB holdings, while professional users are divided
Margin Rate
The margin rate is an important indicator for measuring account risk, widely used in leverage, options, perpetual contracts, and other trading. It is used to determine whether an account can support i
Expiration Date
Each futures contract has a fixed expiration and delivery date. The delivery price is calculated as the arithmetic average of the most recent one-hour BTC (LTC and other cryptocurrencies) US Dollar In
Order Types
A limit order allows users to set the order quantity and the maximum buy price or minimum sell price they are willing to accept. When the market price meets the user's expectations, the system will ex
Realized P&L
Refers to the profit or loss generated from positions that have been closed by the user before contract settlement/delivery liquidation.
Option Premium
The price at which an investor buys or sells an option.
Mark Price/Index Price/Order Price
To enhance contract market stability and reduce unnecessary liquidations during abnormal market fluctuations, we use the mark price to calculate users' unrealized P&L.
Slippage
Slippage generally refers to the deviation between the actual execution price and the preset execution price. This deviation typically moves in a direction unfavorable to the trader, resulting in addi
Bull Call Spread Strategy Explained
A bull call spread options trading strategy refers to a strategy in the options trading market where a trader buys a call option at a lower strike price and sells a call option at a higher strike pric
Strategy Trading Mode
Strategy Trading is a tool that helps users automate their trading. Compared to manual trading, strategy trading offers advantages such as reducing trading risk, lowering operational costs, and contro
Introduction to Unified Trading Account
The Unified Trading Account (Unified Account) is OKX's next-generation trading system designed for all users. It supports trading spot and various derivatives using multi-currency assets in a single a
Complete Guide to Delivery Settlement: Automatic Settlement at Contract Expiry
In-depth analysis of delivery contract settlement mechanisms, delivery price calculation, and risk management to help traders understand fund settlement at contract expiry
Complete Comparison Guide: Delivery Contracts vs Perpetual Contracts
In-depth analysis of the differences, advantages and disadvantages, and applicable scenarios between delivery contracts and perpetual contracts to help traders choose the most suitable contract type
Complete Guide to Base and Quote Currencies: Understanding Trading Pairs
In-depth analysis of base and quote currency concepts, trading zone classifications, and trading pair selection strategies to help traders optimize trading paths
Complete Guide to Margin: Core Mechanism of Leveraged Trading
In-depth analysis of margin concepts, differences between cross and isolated margin, and margin management strategies to help traders safely use leverage
Complete Guide to Position Reduction: Protection Against Full Liquidation
In-depth analysis of position reduction trigger conditions, calculation methods, and practical applications to help traders understand partial liquidation protection
Complete Guide to Contract Premium: Analysis of Spot-Futures Price Spread
In-depth analysis of contract premium formation mechanism, influencing factors, and arbitrage strategies to help traders understand spot-futures spread investment opportunities
Complete Guide to Arbitrage Trading: Low-Risk Profit Strategies
Comprehensive analysis of arbitrage trading principles, types, and practical strategies to help traders master low-risk profit opportunities
Complete Guide to Spot Trading: From Beginner to Advanced
Comprehensive analysis of spot trading principles, strategies, and risk management to help traders master cryptocurrency spot market operations
Complete Guide to Margin Trading: Amplifying Spot Trading Returns
In-depth analysis of margin trading borrowing mechanism, interest calculation, and risk management to help traders safely use leverage
Complete Guide to Liquidation Surplus: Where Funds Go After Liquidation
In-depth analysis of liquidation surplus generation mechanism, calculation methods, and insurance fund role to help traders understand fund flow after liquidation
Complete Guide to Maker and Taker Orders: Key to Reducing Trading Costs
In-depth analysis of the differences between Maker and Taker, fee discounts, and order strategies to help traders optimize trading costs
Complete Guide to Order Matching: Core Mechanism of Order Execution
In-depth analysis of order matching principles, price-time priority rules, and order book operations to help traders understand exchange matching mechanisms
Complete Guide to Options Contracts: Trading Rights and Obligations
In-depth analysis of options contract types, trading strategies, and risk management to help traders master options trading
Complete Guide to Tiered Margin: Risk Control Through Tier System
In-depth analysis of tiered margin system, tier divisions, and maintenance margin rates to help traders understand risk management mechanisms
Complete Guide to OKX Liquidity Market: Professional Platform for Block Trading
In-depth analysis of liquidity market RFQ mechanism, block trading strategies, and multi-leg structures to help institutions and high-net-worth users optimize trading
Complete Guide to Grayscale Concept Coins: Institutional Investment Indicators
In-depth analysis of Grayscale concept coins, institutional investment trends, and market indicators to help traders understand institutional capital flows
Complete Guide to Liquidation: Understanding and Avoiding Forced Liquidation
In-depth analysis of liquidation mechanisms, risk indicators, and prevention strategies to help traders avoid forced liquidation
Complete Guide to Bankruptcy Loss Sharing: Loss Distribution in Extreme Markets
In-depth analysis of bankruptcy loss sharing mechanisms and extreme market risk management to help traders understand loss distribution
Complete Guide to Grid Trading: Automated Strategy for Ranging Markets
In-depth analysis of grid trading principles, parameter settings, and profit strategies to help traders automate trading in ranging markets
Complete Guide to Options Exercise Date: Timing Exercise Opportunities
In-depth analysis of options exercise date mechanisms, timing strategies, and risk management to help traders optimize options trading
Complete Guide to Derivatives Trading: The World of Contracts and Options
In-depth analysis of derivatives trading mechanisms, contract types, and options strategies to help traders master advanced trading tools
Complete Guide to Funding Rate: Price Anchoring Mechanism of Perpetual Contracts
In-depth analysis of funding rate calculation methods, influencing factors, and arbitrage strategies to help traders understand the core mechanism of perpetual contracts
Complete Guide to Isolated Margin: Smart Choice for Risk Isolation
In-depth analysis of isolated margin mechanisms, risk management, and position strategies to help traders optimize capital efficiency
Complete Guide to Risk Reserve Fund: Exchange Safety Guarantee Mechanism
In-depth analysis of risk reserve fund mechanisms, insurance fund operations, and platform security to help traders understand exchange protections
Complete Guide to Settlement of Unrealized PnL: Core Mechanism of Delivery Contracts
In-depth analysis of unrealized PnL settlement mechanisms, delivery contract operations, and profit calculation
Complete Guide to Opening and Closing Positions: From Beginner to Expert Trading Skills
In-depth analysis of opening and closing position mechanisms, timing strategies, and risk management to help traders master position operations
Complete Guide to Cross Margin: Balancing Risk and Reward
In-depth analysis of cross margin mechanisms, capital efficiency, and risk management to help traders optimize margin usage
Complete Guide to Trading Pairs: From Basics to Advanced Trading Strategies
In-depth analysis of trading pair mechanisms, selection strategies, and arbitrage opportunities to help traders optimize trading choices
Complete Guide to Account Equity: From Beginner to Expert Practical Guide
In-depth analysis of account equity calculation, risk indicators, and capital management to help traders understand account status
Unrealized PnL: Complete Analysis of Floating Profit and Loss in Crypto Trading
In-depth analysis of unrealized PnL calculation, mark price mechanisms, and risk management