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okx/okx-cex-portfolio

此技能應用於用戶查詢帳戶餘額、持倉、交易歷史、資產概覽等資訊時。需使用API憑證。

okx-cex-portfolio 是什麼?

此技能專為OKX CEX平台設計,用於查詢用戶的帳戶資產與持倉相關資訊。主要功能包括:檢視帳戶餘額(如USDT持有量)、資金帳戶、持倉狀況(未實現/已實現盈虧)、交易歷史、帳單明細、交易費用等級、帳戶設定、最大可下單數量、可提現金額、資金轉帳(例如將USDT轉至交易帳戶)以及切換持倉模式。技能提示詞涵蓋中英文關鍵字,例如「总资产」、「full balance」、「asset overview」等。此技能依賴API憑證,適用於各類AI代理平台(如Claude Code、Cursor、Codex)。不應用於市場價格查詢(請使用okx-cex-market)、下單或取消訂單(請使用okx-cex-trade)或網格/定投機器人(請使用okx-cex-bot)。

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

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說明文件

okx-cex-portfolio 是做什麼的?

此技能應用於用戶查詢以下資訊:'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' 或 'switch position mode'。亦適用於 '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'。需要API憑證。請勿用於市場價格(請使用 okx-cex-market)、下單/取消訂單(請使用 okx-cex-trade)或網格/DCA機器人(請使用 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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