OKX API Integration Guide: Technical Implementation & Best Practices

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Product Configuration

Retrieve exchange product configurations using:
๐Ÿ‘‰ GET /api/v5/public/instruments

Real-time updates (e.g., price tick changes, new listings) are pushed via WebSocket's:
๐Ÿ‘‰ Instruments Channel

Market Data

WebSocket Channels

Note: All WebSocket connections receive identical order book data synchronized every 10ms.

Account Configuration

Initial Setup

Configure main/sub-accounts via API after creating API keys. Retrieve current settings using:
๐Ÿ‘‰ GET /api/v5/account/config

Key Features

FeatureDescription
Account ModesSpot, Contract, Cross-Margin, Portfolio Margin (web/app only)
Position ModesBuy/Sell Mode (auto open/close) vs Open/Close Mode (simultaneous long/short)
Auto-BorrowAvailable in Cross-Margin/Portfolio Margin modes only

Order Management

Trading Modes (tdMode)

ScenarioRequired Value
Spot Tradingcash
Cross-Margincross
Isolated Marginisolated

WebSocket Workflow

  1. Subscribe to Order Channel
  2. Place Orders via REST/WebSocket:

    {
      "instId": "BTC-USDT-SWAP",
      "tdMode": "cross",
      "side": "buy",
      "ordType": "limit",
      "px": "50912.4",
      "sz": "1"
    }
  3. Monitor States: live โ†’ partially_filled โ†’ filled/canceled

Pro Tip: Use unique clOrdId (32-char alphanumeric) for easier tracking.

Risk Management

Self-Trade Prevention (STP)

ModeAction
cancel_maker (Default)Cancels maker order
cancel_takerCancels taker order
cancel_bothCancels both orders

Account & Position Tracking

WebSocket Subscriptions

Reconciliation

Match tradeId from order fills with position updates. Note:

System Status

Check exchange operational status via:
๐Ÿ‘‰ GET /api/v5/system/status


FAQ

How often are position updates sent?

Positions push updates on events (opens/closes) and every 5 seconds for full data refresh.

Can I trade the same product with different margin modes?

Yes! You can simultaneously trade a product using both cross/isolated margin by specifying tdMode per order.

What happens during self-trades?

Depends on your STP mode. By default, maker orders are canceled while taker orders proceed.

How to handle API rate limits?

Batch operations support up to 20 orders per request. Use WebSocket for higher efficiency with asynchronous updates.

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