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 source Repository Open in the app JSON README (API)
About
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 balance', 'all assets', 'total holdings', 'net worth', 'how much do I have in total', 'show all my balances', 'all account balances', 'asset overview', 'aggregated balance', 'asset snapshot', '资产快照'. Requires API credentials. Do NOT use for market prices (use okx-cex-market), placing/cancelling orders (use okx-cex-trade), or grid/DCA bots (use okx-cex-bot).
Details
- Kind
- Agent skills
- Topic
- Finance & crypto
- Publisher
- okx
- Origin
- skillssh
- Category
- ferramentas
- Stars
- 171
- Forks
- 28
- Last push
- 2026-09-01T07:50:27Z
- Repository state
- ativo
- Language
- Shell
- License
- MIT
- Added
- 2026-08-30 15:21:20
- Updated
- 2026-09-11 23:02:40
- Origin id
okx/agent-skills/okx-cex-portfolio
README
# agent-skills
A collection of AI agent skills for OKX exchange operations. Each skill is a self-contained Markdown file with YAML frontmatter that tells an AI agent when to activate and how to execute tasks via the [`okx`](https://www.npmjs.com/package/@okx_ai/okx-trade-cli) CLI.
## Skills
| Skill | Description | Auth Required |
|-------|-------------|:-------------:|
| [`okx-cex-auth`](skills/okx-cex-auth/SKILL.md) | OAuth login / API-key setup, plus install/update/remove of the `okx-auth` helper binary. Activated on first run or whenever a command returns 401 / session expired. | Setup |
| [`okx-cex-market`](skills/okx-cex-market/SKILL.md) | Public market data: prices, tickers, order books, candles, funding rates, open interest, instruments, stock tokens, metals/forex, and 70+ technical indicators (RSI, MACD, EMA, Bollinger, KDJ, SuperTrend, AHR999, BTC rainbow…). | No |
| [`okx-cex-trade`](skills/okx-cex-trade/SKILL.md) | Order management: spot, perpetual swap, dated futures, options, event contracts. TP/SL, trailing stop, iceberg, TWAP, conditional/OCO algo orders. | Yes |
| [`okx-cex-portfolio`](skills/okx-cex-portfolio/SKILL.md) | Account operations: balances, positions, P&L, trading fees, account config, fund transfers, position-mode switching. | Yes |
| [`okx-cex-bot`](skills/okx-cex-bot/SKILL.md) | Grid bots (spot / USDT-margined / coin-margined contract) and DCA Martingale bots (Spot DCA / Contract DCA). Create, amend, stop, monitor, AI-recommended parameters. | Yes |
| [`okx-cex-earn`](skills/okx-cex-earn/SKILL.md) | Simple Earn (flexible / fixed-term / lending), Flash Earn, On-chain Earn (staking / DeFi), Dual Investment (DCD / 双币赢), AutoEarn (自动赚币). | Yes |
| [`okx-cex-smartmoney`](skills/okx-cex-smartmoney/SKILL.md) | Smart-money analytics: leaderboard traders, position tracking, trade records, consensus signals, signal history. | Yes |
| [`okx-sentiment-tracker`](skills/okx-sentiment-tracker/SKILL.md) | Crypto news, coin-level sentiment analysis, trending coins, social buzz, market mood. | Yes |
| [`okx-cex-skill-mp`](skills/okx-cex-skill-mp/SKILL.md) | OKX Skills Marketplace: search, browse, install, update, remove skill packs. | Yes |
## Requirements
- [`okx` CLI](https://www.npmjs.com/package/@okx_ai/okx-trade-cli) installed:
```bash
npm install -g @okx_ai/okx-trade-cli
```
- For authenticated skills, configure credentials by either:
- **OAuth** — run the `okx-cex-auth` skill (recommended for end users)
- **API key** — write `~/.okx/config.toml` directly:
```bash
okx config init
```
## Skill Format
Each skill is a Markdown file with a YAML frontmatter header:
```yaml
---
name: skill-name
description: "Trigger description for the AI agent routing system."
license: MIT
metadata:
author: okx
version: "1.3.3"
homepage: "https://www.okx.com"
agent:
requires:
bins: ["okx"]
install:
- id: npm
kind: node
package: "@okx_ai/okx-trade-cli@1.3.3"
bins: ["okx"]
label: "Install okx CLI (npm)"
---
```
The `description` field drives agent routing — it enumerates natural-language phrases and scenarios that should trigger the skill. Skills with a `references/` subdirectory use `{baseDir}` as a runtime-resolved path pointing to the skill's own directory.
> **Description length limit**: Codex CLI enforces a **1024-character maximum** on this field. Target ≤ 900 characters to leave headroom for future trigger additions.
Skills may share helpers via the top-level [`skills/_shared/`](skills/_shared/) directory (e.g. `preflight.md` for credential / profile checks).
## Usage
Skills are loaded by AI coding agents — Claude Code, Cursor, Windsurf, Codex CLI, and any Skills-Plugin-compatible client — to provide contextual instructions for CLI-based OKX operations. The agent reads the skill document at activation time and follows the command examples and operation flows described within.
## Contributing
See [CONTRIBUTING.md](CONTRIBUTING.md) for how to add or improve skills, and [REVIEWING.md](REVIEWING.md) for review criteria.
## Security
Report security issues per [SECURITY.md](SECURITY.md).
## License
MIT — see [LICENSE](LICENSE).