OKX
OKX spot, for crypto. The OMS routes orders to OKX over its v5 REST API, receives fills on OKX’s private WebSocket, and marks OKX positions from OKX’s public tickers.
What it covers
Section titled “What it covers”| Order entry | REST: market and limit orders (GTC, IOC, FOK), cancel |
| Executions | OKX’s private orders stream: fills, partial fills, cancels |
| Instruments | Spot pairs |
| Catalog | Broker connections → Instrument universe in the cockpit |
| Prices | OKX’s public tickers, for OKX pairs |
Credentials
Section titled “Credentials”OKX uses an API key with a passphrase. PAPER is OKX Demo Trading: log in to okx.com, switch to Demo Trading, and create a demo API key there (demo keys only work in Demo Trading). For LIVE, create a key under API in your normal account. Give the key the Read and Trade permissions only; a key that can Withdraw fails Test.
Create a broker connection with OKX as the venue; its credentials drawer opens with these fields:
| Field | What it is | Where to get it |
|---|---|---|
| API key | Identifies your key | Shown on the API page after you create the key |
| API secret | The key’s secret | Shown once, when you create the key; if you lost it, create a new key |
| Passphrase | The passphrase you typed when creating the key | You chose it; OKX cannot show it again |
Test checks the key’s permissions against OKX. Save applies it right away, with no restart: the OKX stream appears under Live execution streams once it connects.
Loading instruments
Section titled “Loading instruments”Saving the credentials offers to load OKX’s spot pairs as a background job; the
Instrument universe column on Broker connections shows its state and has
Load / Reload. From a terminal: oms setup sync-broker --broker okx --no-enrich.
OKX pairs are their own instruments: BTC-USDT on OKX and BTCUSDT on Binance are two
entries in the instrument picker, one per venue. To trade on OKX, the order’s account
must be linked to the okx-paper (or okx-live) connection.
Paper or live
Section titled “Paper or live”| Variable | Values | Default |
|---|---|---|
OKX_ENV |
PAPER (Demo Trading) or LIVE |
PAPER |
OKX_ENV picks which connection the instrument load uses; the connection itself
(okx-paper or okx-live) decides where its orders go.
Prices
Section titled “Prices”The OMS subscribes to OKX’s public tickers (no account, no key) and uses them to mark OKX positions. Demo Trading positions are marked at live OKX prices.
Limits
Section titled “Limits”- Spot only, cash mode: no margin, perpetuals, futures or options.
- Accounts registered in the US, EEA or Australia use separate OKX hosts, which the OMS does not support yet.
- Orders cannot be amended; cancel and place a new one.
- Limit prices are sent as entered; OKX rejects a price off the pair’s tick size.