How to Use OKX's Trading Tools for Strategy Trading?

Beyond using trading tools and financial products to earn cryptocurrency on OKX, the platform also offers strategy trading tools to help traders achieve automated trading. In this guide, we will provide a detailed introduction to the convenient strategy tools available on OKX, including:

• Grid strategies: Spot grid, Perpetual grid

• Dollar-cost averaging: Perpetual Martingale (Perpetual DCA), Spot Martingale (Spot DCA), DCA plan

• Combo arbitrage: Savings Portfolio, Arbitrage orders

• Large order splitting: Iceberg strategy, TWAP strategy

• Signal trading: Signal strategy

Among these, grid strategies and periodic purchase savings portfolio strategies are the simplest and easiest to use. At the same time, arbitrage orders, iceberg strategy, and TWAP strategy are more suitable for high-net-worth users, as using these strategies requires facing more complex risk scenarios.

How to Access OKX's Strategy Trading?

Step 1: Visit the OKX website and click the Login button in the upper right corner of the screen to log into your account. Enter your email address or phone number and password, then click "Login". If you do not already have an account, you can register. If you want to download the OKX App, you can scan the QR code.

Step 2: If you have not completed identity verification, you need to complete verification and deposit/buy cryptocurrency to acquire funds.

Step 3: On the OKX web platform, hover over "Trade" and click "Strategy Trading" (you can also directly click Strategy Plaza/Create Strategy).

Step 4: On the Strategy Trading page, you will see various strategy tools, such as grid strategies, DCA strategies, arbitrage strategies, and large order splitting strategies.

In addition to creating strategies on your own, the Strategy Plaza currently offers "Premium Strategies" and "Premium Strategies from Strategy Leaders." You can copy strategies or follow signal traders.

What is the Spot Grid Strategy?

The spot grid strategy places grid lines between upper and lower price limits set by the user. If the price of the trading asset rises and reaches one of these lines, it automatically sells the cryptocurrency. Conversely, if the price drops to one of the lines, the strategy automatically buys the cryptocurrency.

You can set spot grid parameters yourself, or you can select smart parameters based on previous price trends. Smart parameters use backtesting data to increase the likelihood of profitability. While self-set strategy trading grids offer better control and management, they may carry higher risk. You can choose based on your needs and actual situation.

Learn how to use the spot grid strategy

What is the Perpetual Grid Strategy?

Perpetual grid strategy trading is similar to the spot grid strategy, but it buys and sells long or short position contracts instead of trading assets in the spot market. Similarly, the perpetual strategy trading uses a grid system to place orders at prices above and below the current price, buying and selling different contracts to profit from price fluctuations. The perpetual grid strategy supports three different trading strategies:

• Long

• Short

• Neutral

A key difference between perpetual and spot grid strategies is that traders can use leverage on contracts for trading. Please note that leveraged trading carries its own risks—it is essential to understand these risks before trading with the perpetual grid strategy.

Learn how to use the perpetual grid strategy

What is the Infinity Grid Strategy?

As an advanced version of grid trading, the infinity grid strategy assists users in continuously executing buy-low-sell-high trades 24 hours a day to generate profits, while ensuring the user holds an equivalent value of quote currency assets in a rising market. With the infinity grid strategy, no matter how many times you sell, you will always hold assets equivalent in value to the previous position.

Since the upper limit of the infinity grid strategy is set to a value many times the current price, it is difficult to break through. Therefore, the infinity grid is suitable for oscillating bull markets and overall continuously rising price trends.

Learn how to use the infinity grid strategy

What is the Spot Martingale Strategy?

Spot Martingale, also known as Spot DCA strategy, allows traders to purchase specific assets at designated time intervals to split asset allocation across multiple price levels. In simple terms, traders use the DCA method to buy when they believe prices are low and sell when they believe prices are high or when a profit-taking target is reached. While DCA strategies are well-known and widely used by traders, OKX's spot DCA strategy provides users with greater flexibility. Users can choose to build positions or use technical indicators to select position-building times (flexible trigger conditions), and retain the flexibility to keep only the minimum necessary funds (initial order + additional orders) after creation, allowing funds to be transferred when needed.

Learn how to use the spot Martingale strategy

What is the Perpetual Martingale Strategy?

Perpetual Martingale, also known as Perpetual DCA strategy, is similar to the spot DCA strategy, but it buys and sells long or short position contracts instead of trading assets in the spot market, allowing orders to be placed at multiple price levels to average costs. OKX's perpetual DCA strategy also supports flexible trigger conditions when creating a strategy, with leverage up to 100x. Please note that leveraged trading carries its own risks—it is essential to understand these risks before trading with the perpetual Martingale strategy.

Learn how to use the perpetual Martingale strategy

What is the DCA Plan Strategy?

DCA plan is one of the most straightforward investment strategies using dollar-cost averaging, as it requires no special skills—only a long-term belief in the asset. OKX's DCA plan makes implementing DCA strategies even simpler, supporting the purchase of over 20 different cryptocurrencies. You can use your USDT balance to purchase cryptocurrencies at selected time intervals, thereby averaging your purchase price.

Learn how to use the DCA plan strategy

What is the Savings Portfolio Strategy?

The Savings Portfolio strategy is an automated investment rebalancing feature for strategy trading. When using this strategy, traders specify how they want to allocate their investment portfolio among assets. If price fluctuations cause assets to deviate from their expected allocation, the strategy automatically sells that asset to purchase other assets.

This strategy supports two rebalancing triggers. In "Schedule" mode, it checks the proportion of each asset at regular intervals set by the user. If it finds deviations from the expected allocation, it sells the asset that has increased its share of the total portfolio and uses the proceeds to purchase other assets. In "Percentage" mode, the strategy only rebalances when the portfolio becomes unbalanced by a percentage determined by the user. Imagine you set the smart portfolio to rebalance when there is a 5% or more imbalance, with 25% ETH allocation, 25% OKB allocation, and 50% BTC allocation. If the BTC price rises relative to ETH and OKB, and your BTC makes up 80% or more of your total portfolio, the strategy will sell BTC to purchase ETH and OKB.

The Savings Portfolio strategy is highly customizable. In addition to the two different rebalancing triggers, traders can include up to 10 cryptocurrencies in their portfolio and specify individual percentages for each cryptocurrency.

Learn how to use the Savings Portfolio strategy

What is the Arbitrage Orders Strategy?

The arbitrage orders strategy tool simplifies the process of using different trading tools on OKX to exploit price differences and lock in profits. This strategy attempts to create a so-called "Delta neutral" position. This means that if one position incurs a loss, the other part of the trade will profit by the same amount, resulting in no loss or gain. Profits come from price differences between instruments or funding fee returns.

Arbitrage strategy trading in the crypto space mainly operates in two modes:

• Funding rate. In this mode, a long or short position is opened on the spot market for the underlying asset. At the same time, the strategy establishes an opposite position in the same asset through perpetual contracts. These two positions should be Delta neutral, meaning any funding fees received from traders on the other side of the perpetual contract are profit.

• Spread arbitrage. This mode provides an opportunity to profit from spreads between contracts with different settlement dates or between contracts and spot prices. When the strategy establishes a Delta neutral position for the same underlying asset using instruments at two different prices, the difference becomes profit at settlement.

Although arbitrage strategies can easily achieve profitable arbitrage between different tools, they are slightly more complex than the strategies mentioned above. They also involve more risks, especially when creating custom arbitrage portfolios. Therefore, arbitrage strategies are more suitable for experienced traders.

Learn how to use the arbitrage orders strategy

What is the Iceberg Strategy?

The iceberg strategy refers to breaking large orders into many smaller orders for buying or selling. These are critical and important when making large trades relative to market size, because in less liquid markets, order size can affect asset prices, resulting in unfavorable buying or selling conditions. The iceberg strategy attempts to mask large orders and limit the impact of price slippage.

OKX's iceberg strategy was recently upgraded. The upgraded strategy offers advantages such as large order splitting, hidden trading, reduced slippage, and custom order preferences. Among these, "Dynamic Orders" is the biggest feature of OKX's new iceberg strategy.

Taking buying as an example, traditional iceberg orders typically place small buy orders at a fixed price distance or percentage below the best bid price. When the price moves beyond the price distance from the order, the system automatically cancels and resubmits the order based on the user's order preferences combined with price tiers.

OKX's new iceberg strategy uses a more dynamic and flexible order placement method. Instead of simply placing orders based on price distance or percentage, it calculates in real-time based on dynamic prices from the order book, including best bid, second bid, best ask, and second ask prices, then places orders accordingly. This order placement method can significantly reduce slippage and better achieve the goal of hiding trading intentions.

Additionally, OKX's new iceberg strategy provides multiple order placement methods, including three modes: faster execution, balanced execution speed, and better price. Users can choose based on their preferences and needs.

Learn how to use the iceberg strategy

What is the TWAP Strategy?

The TWAP (Time-Weighted Average Price) strategy is also an effective tool for splitting large orders—a strategy that breaks large orders into smaller portions executed over time, seeking to execute large trades over a specified period. It is similar to iceberg orders, attempting to enter or exit the market with large positions without significantly changing asset prices.

When using the TWAP strategy order, you can choose whether to buy or sell the asset listed in the trading pair, enter the price slippage you can tolerate, and set order intervals, among other settings.

Learn how to use the TWAP strategy

How to Stop Strategy Trading and Close Positions?

Step 1: You can check any trades created using strategy trading in the "Strategies" tab on the trading dashboard. Here you can view detailed trade information, including returns so far. You can also manually stop strategies here.

Step 2: If you want to stop an active strategy, simply click "Stop" next to the relevant trade.

Step 3: Then, you can retain the trading assets or close the position in exchange for quote cryptocurrency. Select the appropriate option and click "Confirm".

Start Strategy Trading

Disclaimer

This content is for reference only and does not constitute, and should not be construed as, an invitation, offer, solicitation, or recommendation to trade any products; investment involves risk, digital asset prices are subject to certain market risks and price volatility, especially derivatives trading such as perpetual contracts and options, which are more susceptible to market risk and price fluctuations. Investing in digital assets carries risk and may even result in the loss of your entire investment; therefore, digital asset trading may not be suitable for all investors. You need to understand how the products work and make your own judgments and investment decisions.

Disclaimer

This article may contain product-related content not applicable to your region. This article is intended solely to provide general information and does not accept responsibility for any factual errors or omissions. This article represents the author's personal views only and does not represent the views of OKX. This article is not intended to provide any advice, including but not limited to: (i) investment advice or investment recommendations; (ii) offers or solicitations to buy, sell, or hold digital assets; or (iii) financial, accounting, legal, or tax advice. Holdings in digital assets (including stablecoins) involve high risk and may fluctuate significantly or even become worthless. You should carefully consider whether trading or holding digital assets is suitable for you based on your financial situation. For questions about your specific circumstances, please consult your legal/tax/investment professional. The information appearing in this article (including market data and statistical information, if any) is for general reference purposes only. Although all reasonable precautions have been taken in preparing such data and charts, we assume no responsibility for any factual errors or omissions expressed herein. © 2025 OKX. This article may be reproduced or distributed in its entirety, or excerpts of 100 words or less may be used, provided that such use is non-commercial. Any reproduction or distribution of the full article must prominently state: "This article is copyrighted © 2025 OKX, used with permission." Permitted excerpts must cite the article title and include attribution, for example, "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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