--- name: okx-cex-bot description: Manage Grid bots (spot/contract/coin-margined) and DCA Martingale bots (Spot DCA 现货马丁 / Contract DCA 合约马丁) on OKX. Covers create, stop, amend, monitor P&L, TP/SL, margin/investment adjustment, and AI-recommended parameters. Requires API credentials. Not for regular orders (okx-cex-trade), market data (okx-cex-market), or account info (okx-cex-portfolio). license: MIT metadata: author: okx version: "1.3.7" homepage: "https://www.okx.com" agent: emoji: "🤖" requires: bins: ["okx"] install: - id: npm kind: node package: "@okx_ai/okx-trade-cli@1.3.7" bins: ["okx"] label: "Install okx CLI (npm)" --- # OKX CEX Bot Trading Grid and DCA (Spot & Contract Martingale) bot management on OKX. All bots are **native OKX server-side** — they run on OKX and do not require a local process. ## 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 ```bash npm install -g @okx_ai/okx-trade-cli okx config init # select site -> follow browser OAuth flow ``` > **Security**: NEVER accept credentials in chat. Guide users to `okx config init` for setup. ## Credential & Profile Check **Run before every authenticated command.** The auth method is detected during [preflight](../_shared/preflight.md) Step 2 and remembered for the session. ### Step A — Verify credentials Run **both** commands — the `apiKey` field from `okx auth status --json` is the auth-binary's internal state and is always `false` regardless of whether `~/.okx/config.toml` has an API-key profile. `okx config show --json` is the only authoritative source for API-key presence. ```bash okx config show --json # reveals API-key profiles (TOML config) okx auth status --json # reveals OAuth session state (auth-binary state) ``` Apply **in this order** — first match wins: - `config show --json` has any profile with a non-empty `api_key` field → **API Key mode**. Proceed to Step B. - No API-key profile **AND** `auth status --json` returns `"status":"logged_in"` → **OAuth mode**. Proceed to Step B. - No API-key profile **AND** `"status":"pending"` — login is in progress, wait for it to complete. - No API-key profile **AND** `"status":"not_logged_in"` — stop, load `okx-cex-auth` skill and follow login steps, wait for completion. ### Step B — Confirm trading mode Resolution: 1. User intent is clear ("real"/"实盘"/"live" → live; "test"/"模拟"/"demo" → demo) → use it, inform user 2. No explicit declaration → check conversation context for previous choice → reuse if found 3. Nothing found → ask: "Live (实盘) or Demo (模拟盘)?" — wait 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 ` | `--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. - **OAuth users**: omit flags for live; add `--demo` for simulated trading. **After every command**: append `[mode: live]` or `[mode: demo]` ### Handling 401 Errors **Authentication error** (error contains "401", "Session expired", or "Run `okx auth login` first"): 1. Stop immediately 2. Load `okx-cex-auth` skill and follow re-authentication steps 3. Retry original command ## Skill Routing | Need | Skill | |---|---| | Market data, prices, depth | `okx-cex-market` | | Account balance, positions, fees | `okx-cex-portfolio` | | Regular spot/swap/futures orders | `okx-cex-trade` | | **Grid / DCA bots** | **`okx-cex-bot` (this skill)** | ## Command Index ### Grid Bot | Command | Type | Description | |---|---|---| | `okx bot grid create` | WRITE | Create a grid bot (spot or contract) | | `okx bot grid amend` | WRITE | Amend price range, grid count, or TP/SL of a running grid bot | | `okx bot grid stop` | WRITE | Stop a grid bot | | `okx bot grid orders` | READ | List active or history grid bots | | `okx bot grid details` | READ | Grid bot details + PnL | | `okx bot grid sub-orders` | READ | Individual grid fills or pending orders | ### DCA Bot (Spot & Contract) | Command | Type | Description | |---|---|---| | `okx bot dca create` | WRITE | Create a DCA (Martingale) bot (spot or contract) | | `okx bot dca stop` | WRITE | Stop a DCA bot (spot or contract) | | `okx bot dca orders` | READ | List active or history DCA bots (default: contract_dca) | | `okx bot dca details` | READ | DCA bot details + PnL | | `okx bot dca sub-orders` | READ | DCA cycles and orders within a cycle | ## Operation Flow ### Step 1 — Identify bot type and action Parse user request → determine module (Grid / DCA) and action (create / stop / list / details). ### Step 2 — Execute **READ commands** (orders, details, sub-orders): run immediately after profile confirmation. **WRITE commands** (create, amend, stop): confirm key parameters with user once before executing. ### Step 3 — Verify after writes - After create → run the corresponding `orders` command to confirm active - After amend → run `bot grid details` to confirm updated config - After stop → run `orders --history` to confirm stopped ## Key Rules - **Never auto-transfer funds.** If balance is insufficient for bot creation, report the shortfall (current available vs required) and ask the user how to proceed: (1) transfer funds manually, (2) reduce size, or (3) cancel. - **`algoId`** is the bot's algo order ID (from create or list output). It is NOT a normal `ordId`. Never fabricate — always obtain from a prior command. - **`algoOrdType`** for grid must match the bot's actual type. Always use the value from `bot grid orders` — do not infer from user description alone. Mismatch causes error `50016`. - When operating on existing bots, **always list first** to get correct IDs, unless the user provides them explicitly. - **TP/SL constraints**: `tpTriggerPx`/`tpRatio` and `slTriggerPx`/`slRatio` are mutually exclusive pairs. ## CLI Command Reference ### Grid Bot — Create ```bash okx bot grid create --instId --algoOrdType \ --maxPx --minPx --gridNum \ [--runType <1|2>] \ [--quoteSz ] [--baseSz ] \ [--direction ] [--lever ] [--sz ] \ [--basePos] [--no-basePos] \ [--tpTriggerPx ] [--slTriggerPx ] [--tpRatio ] [--slRatio ] \ [--algoClOrdId ] [--json] ``` | Param | Required | Default | Description | |---|---|---|---| | `--instId` | Yes | - | Instrument (e.g., `BTC-USDT` for spot, `BTC-USDT-SWAP` for USDT-M contract, `BTC-USD-SWAP` for coin-M contract) | | `--algoOrdType` | Yes | - | `grid` (spot grid) or `contract_grid` (contract grid, including coin-margined) | | `--maxPx` | Yes | - | Upper price boundary | | `--minPx` | Yes | - | Lower price boundary | | `--gridNum` | Yes | - | Grid levels (2–100) | | `--runType` | No | `1` | `1`=arithmetic spacing, `2`=geometric spacing | | `--quoteSz` | Cond. | - | USDT investment — spot grid only (provide `quoteSz` or `baseSz`) | | `--baseSz` | Cond. | - | Base currency investment — spot grid only | | `--direction` | Cond. | - | `long`, `short`, or `neutral` — required for contract grid | | `--lever` | Cond. | - | Leverage (e.g., `5`) — contract grid only | | `--sz` | Cond. | - | Investment margin in USDT (USDT-M) or coin (coin-M) — contract grid only | | `--basePos` / `--no-basePos` | No | `true` | Open a base position at creation — contract grid only (ignored for neutral). Use `--no-basePos` to disable | | `--tpTriggerPx` | No | - | Take-profit trigger price (mutually exclusive with `--tpRatio`) | | `--slTriggerPx` | No | - | Stop-loss trigger price (mutually exclusive with `--slRatio`) | | `--tpRatio` | No | - | Take-profit ratio — contract grid only (mutually exclusive with `--tpTriggerPx`) | | `--slRatio` | No | - | Stop-loss ratio — contract grid only (mutually exclusive with `--slTriggerPx`) | | `--algoClOrdId` | No | - | Client-defined algo order ID (1-32 alphanumeric). Unique per user, enables idempotent creation | --- ### Grid Bot — Amend ```bash okx bot grid amend --algoId \ [--maxPx --minPx --gridNum ] \ [--instId ] \ [--tpTriggerPx ] [--slTriggerPx ] \ [--tpRatio ] [--slRatio ] \ [--topUpAmt ] [--json] ``` Supports two modes that can be combined in one call: **Price-range mode** — triggered when `--maxPx` is provided: | Param | Required | Description | |---|---|---| | `--algoId` | Yes | Grid bot algo order ID | | `--maxPx` | Yes | New upper price boundary | | `--minPx` | Yes (with maxPx) | New lower price boundary | | `--gridNum` | Yes (with maxPx) | New grid count (integer) | | `--topUpAmt` | No | Extra margin to add (contract grid only; omit to auto-use minimum required) | **TP/SL mode** — triggered when at least one TP/SL param is provided; `--instId` is also required: | Param | Required | Description | |---|---|---| | `--instId` | Yes | Instrument ID (e.g., `BTC-USDT`) | | `--tpTriggerPx` | No | Take-profit trigger price (absolute). Pass `-1` to clear | | `--slTriggerPx` | No | Stop-loss trigger price (absolute). Pass `-1` to clear | | `--tpRatio` | No | Take-profit ratio (e.g., `0.1` = 10%). Contract grid only. Pass `-1` to clear | | `--slRatio` | No | Stop-loss ratio (e.g., `0.1` = 10%). Contract grid only. Pass `-1` to clear | | `--topUpAmt` | No | Extra margin to add (contract grid only) | > **Note**: `tpTriggerPx`/`tpRatio` are mutually exclusive. Same for `slTriggerPx`/`slRatio`. --- ### Grid Bot — Stop ```bash okx bot grid stop --algoId --algoOrdType --instId \ [--stopType <1|2>] [--json] ``` > **`--algoId`** and **`--algoOrdType`** must come from `bot grid orders` output. The `algoOrdType` must match the bot's actual type — do not guess. **Workflow:** 1. Run `bot grid details --algoId --algoOrdType ` and check the `state` field. 2. If `state=running`: call stop with `--stopType 1` (default, clean exit) or `--stopType 2` (keep assets). 3. If `state=no_close_position` (user previously stopped with stopType=2): call stop again with `--stopType 1` to close the remaining open position. | `--stopType` | Spot grid | Contract grid | |---|---|---| | `1` (default) | Sells all base assets back to quote | Market-closes all open positions | | `2` | Keeps base assets as-is | Cancels grid orders, leaves position open | --- ### Grid Bot — List Orders ```bash okx bot grid orders --algoOrdType [--instId ] [--algoId ] [--history] [--json] ``` | Param | Required | Default | Description | |---|---|---|---| | `--algoOrdType` | Yes | - | `grid` (spot), `contract_grid` (contract), or `moon_grid` (moon) | | `--instId` | No | - | Filter by instrument | | `--algoId` | No | - | Filter by algo order ID. NOT a normal trade order ID | | `--history` | No | false | Show completed/stopped bots instead of active | --- ### Grid Bot — Details ```bash okx bot grid details --algoOrdType --algoId [--json] ``` Returns: bot config, current PnL (`pnlRatio`), grid range, number of grids, state, position info. --- ### Grid Bot — Sub-Orders ```bash okx bot grid sub-orders --algoOrdType --algoId [--live] [--json] ``` | Flag | Effect | |---|---| | *(default)* | Filled sub-orders (executed grid trades) | | `--live` | Pending grid orders currently on the book | --- ### DCA Bot — Create (Spot & Contract) ```bash okx bot dca create --algoOrdType --instId --direction \ --initOrdAmt --maxSafetyOrds --tpPct \ [--lever ] [--safetyOrdAmt ] [--pxSteps ] [--pxStepsMult ] [--volMult ] \ [--slPct ] [--slMode ] [--allowReinvest] \ [--triggerStrategy ] [--triggerPx ] \ [--triggerCond ] [--thold ] [--timeframe ] [--timePeriod ] \ [--algoClOrdId ] [--reserveFunds ] [--tradeQuoteCcy ] [--json] ``` | Param | Required | Default | Description | |---|---|---|---| | `--algoOrdType` | Yes | - | `spot_dca` (Spot DCA) or `contract_dca` (Contract DCA) | | `--instId` | Yes | - | Instrument (e.g., `BTC-USDT` for spot, `BTC-USDT-SWAP` for contract) | | `--lever` | Cond. | - | Leverage multiplier (e.g., `3`). Required for `contract_dca` | | `--direction` | Yes | - | `long` or `short`. `spot_dca` must be `long` | | `--initOrdAmt` | Yes | - | Initial order amount (quote currency) | | `--maxSafetyOrds` | Yes | - | Max safety orders, integer [0, 100] (e.g., `3`; `0` = no DCA) | | `--safetyOrdAmt` | Cond. | - | Safety order amount (quote currency). Required when `maxSafetyOrds > 0` | | `--pxSteps` | Cond. | - | Initial price deviation [0.001, 0.5], e.g., `0.03` = 3%. Required when `maxSafetyOrds > 0` | | `--pxStepsMult` | Cond. | `1` | Price step multiplier (e.g., `1.2`). Required when `maxSafetyOrds > 0` | | `--volMult` | Cond. | `1` | Safety order size multiplier (e.g., `1.5`). Required when `maxSafetyOrds > 0` | | `--tpPct` | Yes | - | Take-profit ratio: long [0.001, 10], short [0.001, 0.9999] (e.g., `0.03` = 3%) | | `--slPct` | No | - | Stop-loss ratio, must exceed MPD (e.g., `0.05` = 5%). Must be used with `--slMode` | | `--slMode` | No | `market` | Stop-loss type: `limit` or `market`. Must be used with `--slPct` | | `--allowReinvest` | No | `true` | Reinvest profit into the next DCA cycle | | `--triggerStrategy` | No | `instant` | contract_dca: `instant`, `price`, `rsi`; spot_dca: `instant`, `rsi` | | `--triggerPx` | No | - | Trigger price — required when `triggerStrategy=price` (contract_dca only) | | `--triggerCond` | No | - | `cross_up` or `cross_down` — required when `triggerStrategy=rsi`, optional when `triggerStrategy=price` | | `--thold` | No | - | RSI threshold (e.g. `30`) — required when `triggerStrategy=rsi` | | `--timeframe` | No | - | RSI timeframe (e.g. `15m`) — required when `triggerStrategy=rsi` | | `--timePeriod` | No | `14` | RSI period — optional when `triggerStrategy=rsi` | | `--algoClOrdId` | No | - | Client-defined strategy order ID (1-32 alphanumeric) | | `--reserveFunds` | No | `true` | `true` or `false` — whether to reserve funds | | `--tradeQuoteCcy` | No | - | Trade quote currency | **Conditional required logic:** - Always required: `--algoOrdType`, `--instId`, `--direction`, `--initOrdAmt`, `--maxSafetyOrds`, `--tpPct` - When `algoOrdType=contract_dca`: also required `--lever` - When `maxSafetyOrds > 0`: also required `--safetyOrdAmt`, `--pxSteps`, `--pxStepsMult`, `--volMult` - `--slPct` and `--slMode` must be both set or both omitted --- ### DCA Bot — Stop ```bash okx bot dca stop --algoOrdType --algoId [--stopType <1|2>] [--json] ``` **Workflow:** 1. Run `bot dca details --algoId --algoOrdType ` and check the `state` field. 2. If `state=running`: call stop (with `--stopType` for spot_dca). 3. If `state=no_close_position` (user previously stopped with stopType=2): call stop again with `--stopType 1` to close the remaining open position. | Param | Required | Default | Description | |---|---|---|---| | `--algoOrdType` | Yes | - | `spot_dca` or `contract_dca` | | `--algoId` | Yes | - | DCA bot algo order ID (from create or list output). NOT a normal trade order ID | | `--stopType` | Cond. | `1` | `spot_dca` required: `1`=sell all tokens, `2`=keep tokens. `contract_dca`: `1`=close position (default), `2`=keep position open | --- ### DCA Bot — List Orders ```bash okx bot dca orders [--algoOrdType ] [--algoId ] [--instId ] [--history] [--json] ``` | Param | Required | Default | Description | |---|---|---|---| | `--algoOrdType` | No | `contract_dca` | Filter by strategy type | | `--algoId` | No | - | Filter by DCA bot algo order ID | | `--instId` | No | - | Filter by instrument | | `--history` | No | false | Show completed/stopped bots instead of active | --- ### DCA Bot — Details ```bash okx bot dca details --algoOrdType --algoId [--json] ``` Returns: `avgPx`, `upl`, `liqPx`, `sz`, `tpPx`, `slPx`, `initPx`, `fundingFee`, `fee`, `fillSafetyOrds`, `algoClOrdId`, `baseSz`, `quoteSz`, `tradeQuoteCcy`. --- ### DCA Bot — Sub-Orders ```bash okx bot dca sub-orders --algoOrdType --algoId [--cycleId ] [--json] ``` | Flag / Param | Effect | |---|---| | *(default)* | List all cycles | | `--cycleId ` | Show orders within a specific cycle | ## Quickstart ```bash # Spot grid: BTC $90k–$100k, 10 grids, 1000 USDT okx bot grid create --instId BTC-USDT --algoOrdType grid \ --minPx 90000 --maxPx 100000 --gridNum 10 --quoteSz 1000 # Contract grid: BTC perp, neutral, 5x, 100 USDT margin okx bot grid create --instId BTC-USDT-SWAP --algoOrdType contract_grid \ --minPx 90000 --maxPx 100000 --gridNum 10 \ --direction neutral --lever 5 --sz 100 # Coin-margined contract grid: BTC inverse perp okx bot grid create --instId BTC-USD-SWAP --algoOrdType contract_grid \ --minPx 90000 --maxPx 100000 --gridNum 10 \ --direction long --lever 5 --sz 0.01 # Contract DCA bot: BTC perp, long, 3x, 3% TP okx bot dca create --algoOrdType contract_dca --instId BTC-USDT-SWAP --lever 3 --direction long \ --initOrdAmt 100 --safetyOrdAmt 50 --maxSafetyOrds 3 \ --pxSteps 0.03 --pxStepsMult 1 --volMult 1 --tpPct 0.03 # Spot DCA bot: BTC spot, long, 5% TP okx bot dca create --algoOrdType spot_dca --instId BTC-USDT --direction long \ --initOrdAmt 100 --safetyOrdAmt 50 --maxSafetyOrds 3 \ --pxSteps 0.03 --pxStepsMult 1.2 --volMult 1.5 --tpPct 0.05 # Amend grid price range okx bot grid amend --algoId 3486105572796182528 --maxPx 102000 --minPx 88000 --gridNum 14 # Amend grid TP/SL okx bot grid amend --algoId 3486105572796182528 --instId BTC-USDT --tpTriggerPx 110000 --slTriggerPx 80000 # Amend both in one call (combined mode) okx bot grid amend --algoId 3486105572796182528 \ --maxPx 102000 --minPx 88000 --gridNum 14 \ --instId BTC-USDT --tpTriggerPx 110000 --slTriggerPx 80000 # Clear TP/SL (use =-1 syntax for negative values) okx bot grid amend --algoId 3486105572796182528 --instId BTC-USDT --tpTriggerPx=-1 --slTriggerPx=-1 # List all active bots okx bot grid orders --algoOrdType grid okx bot grid orders --algoOrdType contract_grid okx bot dca orders --algoOrdType contract_dca okx bot dca orders --algoOrdType spot_dca ``` ## Cross-Skill Workflows ### Spot Grid Bot > User: "Start a BTC grid bot between $90k and $100k with 10 grids, invest 1000 USDT" ``` 1. okx-cex-market okx market ticker BTC-USDT → confirm price is in range 2. okx-cex-portfolio okx account balance USDT → confirm available funds ↓ user approves 3. okx-cex-bot okx bot grid create --instId BTC-USDT --algoOrdType grid \ --minPx 90000 --maxPx 100000 --gridNum 10 --quoteSz 1000 4. okx-cex-bot okx bot grid orders --algoOrdType grid → confirm bot is active 5. okx-cex-bot okx bot grid details --algoOrdType grid --algoId → monitor PnL ``` ### Contract DCA Bot > User: "Start a long DCA bot on BTC perp, 3x leverage, $200 initial, 3% TP" ``` 1. okx-cex-market okx market ticker BTC-USDT-SWAP → confirm current price 2. okx-cex-portfolio okx account balance USDT → confirm margin ↓ user approves 3. okx-cex-bot okx bot dca create --algoOrdType contract_dca --instId BTC-USDT-SWAP \ --lever 3 --direction long \ --initOrdAmt 200 --safetyOrdAmt 100 --maxSafetyOrds 3 \ --pxSteps 0.03 --pxStepsMult 1 --volMult 1 --tpPct 0.03 4. okx-cex-bot okx bot dca orders --algoOrdType contract_dca → confirm active 5. okx-cex-bot okx bot dca details --algoOrdType contract_dca --algoId → monitor PnL ``` ### Spot DCA Bot > User: "帮我在现货上 DCA BTC，首单 100 USDT，5% 止盈" ``` 1. okx-cex-market okx market ticker BTC-USDT → confirm current price 2. okx-cex-portfolio okx account balance USDT → confirm funds ↓ user approves 3. okx-cex-bot okx bot dca create --algoOrdType spot_dca --instId BTC-USDT \ --direction long \ --initOrdAmt 100 --safetyOrdAmt 50 --maxSafetyOrds 3 \ --pxSteps 0.03 --pxStepsMult 1.2 --volMult 1.5 --tpPct 0.05 4. okx-cex-bot okx bot dca orders --algoOrdType spot_dca → confirm active ``` ## Edge Cases ### Grid Bot - **Price out of range**: `--minPx` must be < current price < `--maxPx`; check with `okx-cex-market` first - **Insufficient balance**: check `okx-cex-portfolio` → `account balance` before creating. If insufficient, **do NOT auto-transfer** — report the shortfall and ask the user for instructions - **Contract grid direction**: `long` (buys more at lower prices), `short` (sells at higher), `neutral` (both). Direction is required for contract grid - **Contract grid basePos**: defaults to `true` — long/short grids automatically open a base position at creation. Neutral direction ignores this. Pass `--no-basePos` to disable - **Contract grid --sz**: investment margin in USDT (USDT-M) or coin (coin-M), not number of contracts - **Coin-margined grids**: use inverse instruments (e.g., `BTC-USD-SWAP`). Margin unit is the base coin (BTC), not USDT - **Stop type**: `stopType 1` sells/closes all (default); `stopType 2` keeps assets as-is (spot grid) or leaves position open for manual close (contract grid) - **TP/SL**: `tpTriggerPx`/`tpRatio` and `slTriggerPx`/`slRatio` are mutually exclusive pairs. Ratio-based TP/SL is contract grid only - **Amend — at least one mode required**: must provide either price-range params (`--maxPx`+`--minPx`+`--gridNum`) or TP/SL params; providing neither returns a validation error - **Amend — combined mode**: price-range and TP/SL can be combined in one call (two sequential API requests internally) - **Amend — clear TP/SL**: pass `--tpTriggerPx=-1` or `--slTriggerPx=-1` (use `=` syntax for negative values, not `--flag -1`) - **Amend — contract grid topUpAmt**: if new range requires more margin, provide `--topUpAmt`; omit to auto-use the minimum required - **Amend — spot grid topUpAmt**: not supported; omit `--topUpAmt` for spot grids - **Already stopped bot**: stop returns error — check `bot grid orders --history` first to confirm state - **Insufficient margin (51340)**: extract required minimum from error, check balance via `okx-cex-portfolio`, report shortfall to user — do NOT auto-transfer - **Demo mode**: `okx --demo bot grid create ...` (OAuth) or `okx --profile bot grid create ...` (API Key) — safe for testing, no real funds - **algoClOrdId duplicate**: if the same `algoClOrdId` already exists, the API returns error code `51065` ### DCA Bot - **Spot DCA direction**: must always be `long`. If user says "short spot DCA", explain that spot DCA only supports long direction - **Spot DCA stopType**: always ask user whether to sell all tokens (`1`) or keep them (`2`) when stopping - **Contract DCA lever**: required. If missing, the tool returns a validation error - **pxStepsMult**: `1.0` = equal spacing; `>1.0` = widen gaps between successive safety orders - **volMult**: `1.0` = equal sizes; `>1.0` = increase per safety order (Martingale scaling) - **triggerStrategy**: `instant` starts immediately; `price` waits for trigger price (contract_dca only); `rsi` waits for RSI condition (both spot_dca and contract_dca) - **Already stopped bot**: stop returns error — check `bot dca orders --history` first - **Demo mode**: `okx --demo bot dca create ...` (OAuth) or `okx --profile bot dca create ...` (API Key) — safe testing, no real funds - **INVALID_PRICE_STEPS_MULTIPLIER error**: adjust `slPct`. Recalculate MPD = Σ(pxSteps × pxStepsMult^i) for i = 0..maxSafetyOrds−1, then set `slPct` > MPD - **algoClOrdId duplicate**: error code `51065` ## Communication Guidelines - **Grid/DCA**: use "bot" not "strategy" (e.g., "grid bot", "DCA bot") - **DCA**: always say "DCA" or "Martingale" — DCA supports both Spot DCA and Contract DCA - **Chinese**: Grid = "网格", Spot DCA = "现货马丁", Contract DCA = "合约马丁" - Use natural language for parameters — "What price range?" not "Enter minPx and maxPx" - If the user already provides values, map directly — don't re-ask ### Parameter Display Names > `{base}` and `{quote}`: extract from `instId` by splitting on `-`. E.g., `BTC-USDT-SWAP` → base=BTC, quote=USDT. #### Grid Bot — Spot (`algoOrdType=grid`) | API Field | EN | ZH | |---|---|---| | `instId` | Trading pair | 交易对 | | `minPx` | Lower price bound | 网格下限价格 | | `maxPx` | Upper price bound | 网格上限价格 | | `gridNum` | Number of grids | 网格数量 | | `quoteSz` | Investment amount ({quote}) | 投入金额（{quote}） | | `baseSz` | Investment amount ({base}) | 投入金额（{base}） | | `runType` | Spacing mode (1=arithmetic, 2=geometric) | 网格间距模式（1=等差, 2=等比） | | `stopType` | Stop behavior | 停止方式 | #### Grid Bot — Contract (`algoOrdType=contract_grid`) | API Field | EN | ZH | |---|---|---| | `instId` | Trading pair | 交易对 | | `minPx` | Lower price bound | 网格下限价格 | | `maxPx` | Upper price bound | 网格上限价格 | | `gridNum` | Number of grids | 网格数量 | | `sz` | Investment margin (USDT for USDT-M; {base} for coin-M) | 投入保证金（USDT-M 为 USDT；币本位为 {base}） | | `direction` | Direction (long / short / neutral) | 方向（做多 / 做空 / 中性） | | `lever` | Leverage | 杠杆倍数 | | `runType` | Spacing mode (1=arithmetic, 2=geometric) | 网格间距模式（1=等差, 2=等比） | | `basePos` | Open base position | 是否开底仓 | | `stopType` | Stop behavior | 停止方式 | #### DCA Bot (Spot & Contract) | API Field | EN | ZH | |---|---|---| | `algoOrdType` | Strategy type (spot/contract) | 策略类型（现货/合约） | | `instId` | Trading pair | 交易对 | | `initOrdAmt` | Initial order amount ({quote}) | 首单金额（{quote}） | | `safetyOrdAmt` | Safety order amount ({quote}) | 补仓金额（{quote}） | | `maxSafetyOrds` | Max safety orders | 最大补仓次数 | | `pxSteps` | Price drop per safety order (%) | 补仓价格跌幅（%） | | `pxStepsMult` | Price step multiplier | 补仓跌幅倍数 | | `volMult` | Safety order size multiplier | 补仓金额倍数 | | `tpPct` | Take-profit ratio (%) | 止盈比例（%） | | `slPct` | Stop-loss ratio (%) | 止损比例（%） | | `slMode` | Stop-loss type (limit/market) | 止损类型（限价/市价） | | `lever` | Leverage | 杠杆倍数 | | `direction` | Direction (long/short) | 方向（做多/做空） | | `allowReinvest` | Reinvest profit | 利润再投入 | | `triggerStrategy` | Trigger mode (contract_dca: instant/price/rsi; spot_dca: instant/rsi) | 触发方式 | | `triggerPx` | Trigger price | 触发价格 | | `algoClOrdId` | Client order ID | 客户端策略订单 ID | | `stopType` | Stop type (sell all / keep tokens) | 停止类型（卖出/保留） | | `reserveFunds` | Reserve funds | 预留资金 | > **`slPct` stop-loss logic:** > - Long: stop-loss price = initial fill price × (1 − slPct) > - Short: stop-loss price = initial fill price × (1 + slPct) > When triggered and position fully closed, the bot ends. ## Global Notes - All bots run on OKX servers — stopping the CLI does not affect them - Auth method and trading mode are determined in "Credential & Profile Check"; see that section for parameter rules - `--json` returns the raw OKX API v5 response by default. Add `--env` to wrap the output as `{"env": "", "profile": "", "data": }` - Rate limit: 20 requests per 2 seconds per UID - Grid `--gridNum` range: 2–100

okx-cex-bot

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