okx-cex-portfolio

The saved excerpt is a snapshot from when this skill was listed. The external source remains the complete and most current version.

---
name: okx-cex-portfolio
description: "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)."
license: MIT
metadata:
  author: okx
  version: "1.4.8"
  homepage: "https://www.okx.com"
  agent:
    requires:
      bins: ["okx"]
    install:
      - id: npm
        kind: node
        package: "@okx_ai/[email protected]"
        bins: ["okx"]
        label: "Install okx CLI (npm)"
---

# OKX CEX Portfolio & Account CLI

Account balance, positions, P&L, bills, fees, and fund transfers on OKX exchange. **Requires API credentials.**

## Preflight

Before running any command, follow [`../_shared/preflight.md`](../_shared/preflight.md).
Use `metadata.version` from this file's frontmatter as the reference for Step 2.

## Prerequisites

1. Install `okx` CLI:
   ```bash
   npm install -g @okx_ai/okx-trade-cli
   ```
2. Configure credentials:
   ```bash
   okx config init   # select site -> follow browser OAuth flow
   ```
3. Test with demo mode (simulated trading, no real funds):
   ```bash
   okx --demo account balance
   ```

> **Security**: NEVER accept credentials in chat. Guide users to `okx config init` for setup.

## Credential & Profile Check

**Run this check before any authenticated command.** The auth method is detected during [preflight](../_shared/preflight.md) Step 2 and remembered for the session.

### Step A — Verify credentials

Check **both** sources (see [preflight Step 2](../_shared/preflight.md#step-2--detect-auth-method-once-per-session) for the decision table). `okx auth status --json` alone is insufficient — its `apiKey` field is always `false` and does NOT reflect the TOML config.

```bash
okx config show --json      # authoritative for API-key presence
okx auth status --json      # authoritative for OAuth session state
```

Branch in this order — first match wins:

- `config show` has any profile with a non-empty `api_key` — **API Key mode**. Proceed to Step B.
- No API-key profile **AND** `auth status` returns `"status": "logged_in"` — **OAuth mode**. Proceed to Step B.
- No API-key profile **AND** `auth status` returns `"status": "pending"` — login in progress, wait.
- No API-key profile **AND** `auth status` returns `"status": "not_logged_in"` — **stop all operations**, load `okx-cex-auth` skill and follow login steps, wait for completion.

### Step B — Confirm trading mode

**Resolution rules:**
1. Current message intent is clear (e.g. "real" / "实盘" / "live" → live; "test" / "模拟" / "demo" → demo) → use it and inform the user
2. Current message has no explicit declaration → check conversation context for a previous choice:
   - Found → reuse it, inform user
   - Not found → ask: `"Live (实盘) or Demo (模拟盘)?"` — wait for answer before proceeding

**How to apply the mode depends on auth method (detected in Step A):**

| Auth method | Live (实盘) | Demo (模拟盘) |
|---|---|---|
| **API Key** | `--profile <live-profile>` | `--profile <demo-profile>` |
| **OAuth** | *(no flag needed, live is default)* | `--demo` |

- **API Key users**: run `okx config show --json` to discover available profile names and their `demo` settings. Use `--profile <name>` to select the correct one.
- **OAuth users**: omit flags for live trading; add