okx/okx-cex-portfolio

Este skill debe usarse cuando el usuario pregunta sobre 'saldo de la cuenta', 'cuánto USDT tengo', 'mi cuenta de financiación', 'mostrar mis posiciones', 'posiciones abiertas', 'P&L de posiciones', 'PnL no realizado', 'posiciones cerradas', 'historial de posiciones', 'PnL realizado', 'facturas de cuenta', 'historial de transacciones', 'comisiones de trading', 'nivel de comisión', 'configuración de cuenta', 'tamaño máximo de orden', 'cuánto puedo comprar', 'monto retirable', 'transferir fondos', 'mover USDT a cuenta de trading', o 'cambiar modo de posición'. También usar para '总资产', 'saldo completo', 'todos los activos', 'tenencias totales', 'patrimonio neto', 'cuánto tengo en total', 'mostrar todos mis saldos', 'todos los saldos de cuenta', 'resumen de activos'. Requiere credenciales de API. NO usar para precios de mercado (usar okx-cex-market), colocar/cancelar órdenes (usar okx-cex-trade) o bots de grid/DCA (usar okx-cex-bot).

¿Qué es okx-cex-portfolio?

El skill okx/okx-cex-portfolio está diseñado para consultar y gestionar la cartera global de un usuario en OKX CEX. Proporciona acceso a información detallada como saldos de cuenta (fondos de financiación, trading, etc.), posiciones abiertas y cerradas, P&L realizado y no realizado, comisiones de trading, configuraciones de cuenta, montos máximos de orden y montos retirables. También permite transferir fondos entre diferentes cuentas y cambiar el modo de posición. Es útil para obtener una visión general completa de los activos y el patrimonio neto. Funciona con plataformas de agentes de IA que admiten habilidades con credenciales de API de la exchange OKX. No debe usarse para datos de mercado, operaciones de trading (colocar/cancelar órdenes) ni bots automatizados; esos casos tienen skills separados.

Compatible con~Claude Code~Codex CLI~Cursor
npx skills add https://github.com/okx/agent-skills/tree/main/skills/okx-cex-portfolio

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Documentación

¿Qué hace okx-cex-portfolio?

Este skill debe usarse cuando el usuario pregunta sobre 'saldo de la cuenta', 'cuánto USDT tengo', 'mi cuenta de financiación', 'mostrar mis posiciones', 'posiciones abiertas', 'P&L de posiciones', 'PnL no realizado', 'posiciones cerradas', 'historial de posiciones', 'PnL realizado', 'facturas de cuenta', 'historial de transacciones', 'comisiones de trading', 'nivel de comisión', 'configuración de cuenta', 'tamaño máximo de orden', 'cuánto puedo comprar', 'monto retirable', 'transferir fondos', 'mover USDT a cuenta de trading', o 'cambiar modo de posición'. También usar para '总资产', 'saldo completo', 'todos los activos', 'tenencias totales', 'patrimonio neto', 'cuánto tengo en total', 'mostrar todos mis saldos', 'todos los saldos de cuenta', 'resumen de activos'. Requiere credenciales de API. NO usar para precios de mercado (usar okx-cex-market), colocar/cancelar órdenes (usar okx-cex-trade), o bots de grid/DCA (usar okx-cex-bot).

Individual skills in this repo

This repo contains 8 individual skills — each has its own dedicated page.

okx/okx-cex-auth

Use this skill when the user wants to 'login/log in/sign in', 'authenticate', 'authorize', 'connect OKX account', 'set up credentials', 'first time setup', 'configure okx', '登录', '授权', '认证', '连接账户', '首次配置'. Also when any OKX CLI command fails with an auth error: 'Run okx auth login first', 'Session expired', 'not authenticated', 'requires_auth', '401 Unauthorized', 'token expired/not found', 'StorageNotFoundError', '会话过期', '未认证', '需要登录'. Also when the user asks about login status or the login was interrupted. Also when the user wants to install/update/check/remove the okx-auth binary — 'install/update/remove auth', 'download okx-auth', '安装/更新/卸载认证', 'auth binary status', 'Failed to spawn okx-auth'. Also use before using okx-cex-trade/portfolio/earn/bot for the first time. Do NOT use for market data queries (use okx-cex-market).

okx/okx-cex-bot

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).

okx/okx-cex-earn

Manages OKX Simple Earn (flexible savings/lending), Flash Earn, On-chain Earn (staking/DeFi), Dual Investment (DCD/双币赢), and AutoEarn (自动赚币) via the okx CLI. Use this skill whenever the user wants to check earn balances, browse flash-earn projects, subscribe or redeem earn products, view or set lending rates, monitor on-chain staking orders, interact with dual investment structured products, or manage auto-earn — even if phrased casually as 活期赚币, 定期赚币, 闪赚, 赚币, 申购, 赎回, 链上赚币, 质押, 理财, 双币赢, 双币理财, 双币申购, 高卖, 低买, dual investment, DCD, flash earn, buy low, sell high structured product, earn with target price, 目标价, 自动赚币, auto earn, auto-earn, 自动借出, 自动质押, auto lend, auto staking, USDG earn, USDG 赚币, 闲置资金自动理财, fixed earn, fixed deposit, term deposit, 定期理财, 定期. Also use when the user asks about idle funds and whether to earn on them.

okx/okx-cex-market

Use this skill when the user asks for: price of any asset, ticker, order book, candles, OHLCV, funding rate, open interest, OI change scanner, market screener (top movers, high-volume, newly listed), mark price, index price, recent trades, instrument list, stock tokens, metals prices (gold, XAU, XAG), commodities (oil, OIL), forex rates (EUR/USD, EURUSDT), bond instruments, non-crypto assets, or any technical indicator query (RSI, MACD, EMA, Bollinger Bands, KDJ, SuperTrend, AHR999, BTC rainbow, and 70+ more). All commands are read-only and do NOT require API credentials. Do NOT use for account balance/positions (okx-cex-portfolio), placing/cancelling orders (okx-cex-trade), or bots (okx-cex-bot).

okx/okx-cex-skill-mp

Use this skill when the user asks to: 'find a trading skill', 'search for skills', 'install a skill', 'add a skill', 'download a skill', 'browse skill marketplace', 'what skills are available', 'update a skill', 'check for skill updates', 'remove a skill', 'uninstall a skill', 'list installed skills', 'show my skills', 'skill categories', or any request to discover, install, update, or manage AI trading skills from the OKX Skills Marketplace. This skill covers searching, browsing categories, installing via CLI, downloading zip packages, checking for updates, and removing installed skills. Requires API credentials for marketplace API access. Do NOT use for placing orders (use okx-cex-trade), market data (use okx-cex-market), or bot management (use okx-cex-bot).

okx/okx-cex-smartmoney

Smart Money analytics on OKX: leaderboard traders, position tracking, trade records, aggregated consensus signals, and signal history. Use this skill when the user asks about 聪明钱, smart money, 牛人榜, leaderboard, top traders, 带单员, lead traders, 交易员排行, trader ranking, trader positions, trader PnL, 交易员持仓, 交易员收益, smart money signal, 聪明钱信号, long/short ratio, 多空比, capital flow, 资金流向, position conviction, 仓位强度, entry price distribution, smart money overview, 聪明钱总览, signal history, 信号历史, trader search, 搜索交易员, who is trading BTC, 谁在交易BTC, recommend traders, 推荐交易员, best traders, top performers.

okx/okx-cex-trade

Use this skill when the user asks to 'buy BTC', 'sell ETH', 'place a limit order', 'cancel my order', 'amend my order', 'long BTC perp', 'short ETH swap', 'open a position', 'close a position', 'set TP/SL', 'trailing stop', 'set leverage', 'check my orders', 'fill history', 'buy/sell call/put option', 'option chain', 'implied volatility', 'IV', 'option Greeks (delta/gamma/theta/vega)', 'delta hedge', 'option fills', 'event contract', 'buy Yes/No', 'buy Up/Down', 'BTC above', 'price above', '15min price', 'prediction market', 'browse event contracts', 'list event contracts', 'available prediction markets', or any request to browse, place, cancel, or amend spot, swap, futures, options, or event contract orders on OKX. Covers spot trading, perpetual swap, delivery futures, options (calls/puts, Greeks, IV), event contracts (Yes/No, Up/Down), and algo orders (TP/SL/trailing). Requires API credentials. Do NOT use for market data (okx-cex-market), balances/positions (okx-cex-portfolio), or bots (okx-cex-bot).

okx/okx-sentiment-tracker

Use this skill when the user asks about: 'any crypto news', 'latest news', 'market update', 'daily briefing', 'BTC news', 'ETH news', 'news on SOL', 'search SEC ETF', 'regulation news', 'Bitcoin halving', 'is BTC bullish or bearish', 'coin sentiment', 'sentiment trend', 'trending coins', 'top bullish coins', 'bearish sentiment', 'social buzz', 'market mood', 'fear and greed', 'full article', 'read more', or any request for crypto news, market intelligence, sentiment analysis, or social trend data. Requires API credentials. Do NOT use for market prices/candles (okx-cex-market), placing orders (okx-cex-trade), or account info (okx-cex-portfolio).

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