OKX Guide

Video walkthrough #

1 — Create OKX API keys #

OKX uses V5 API keys. Create a key with Trade permission and add the TradeAdapter IP to the whitelist.

1. Open API Keys

   Log in to OKX, go to the API Keys menu (or Account → API).

2. Create V5 API key

   Click Create V5 API key and fill the form: choose API Trading, set any name for the API, create a Passphrase (you will need it with the key and secret), add the TradeAdapter IP 35.75.198.16 to the whitelist, and allow the Trade function.

3. Save your credentials

   Copy and store your API Key, Secret, and Passphrase. The Secret is shown only once. You will paste them into the alert message as okx_api_key, okx_secret, and okx_passphrase.

2 — Select the OKX symbol in TradingView #

Open TradingView and search for the symbol using the OKX prefix. Match the symbol to the market you will use in your message: Spot, Futures, or Swap.

3 — Add your strategy #

This guide covers strategy alerts only. Load your Pine Script strategy onto the chart so it generates the trading signals.

Open Pine Editor, paste your strategy code, and click “Add to chart”. Open the Strategy Tester tab to confirm backtest results and that orders are generated.

Not sure if you have a strategy or an indicator? See Indicator vs Strategy.

4 — Configure order size #

OKX enforces symbol-specific rules (Lot Size, Min Order Size, Price Tick Size). Configure your strategy’s position size so that {{strategy.order.contracts}} meets the symbol’s minimum and step. For Limit orders, ensure {{strategy.order.price}} respects the price tick size.

5 — Create the TradingView alert #

Press Alt + A (or the alarm clock icon) to create a new alert on your strategy.

Alert message (Strategy) #

Use this template for strategy-based alerts. Replace the placeholder values with your API key, secret, and passphrase; set order_market to Spot, Futures, or Swap to match your symbol. Keep the TradingView placeholders as-is.

{
    "okx_api_key": "PUT YOUR OKX API KEY HERE",
    "okx_secret": "PUT YOUR OKX SECRET HERE",
    "okx_passphrase": "PUT YOUR OKX PASSPHRASE HERE",
    "real_order": "No",
    "order_market": "Spot",
    "order_type": "Market",
    "exchange": "okx",
    "ticker": "{{ticker}}",
    "time": "{{timenow}}",
    "order_contracts": "{{strategy.order.contracts}}",
    "order_action": "{{strategy.order.action}}",
    "order_price": "{{strategy.order.price}}"
}

Open OKX Message Generator (Strategy)

Message fields explained #

6 — Execute & monitor #

1. Start with test orders

   Set "real_order": "No" and trigger a few alerts. Check MyTrades to see how TradeAdapter interprets your signals.

2. Verify on OKX

   When you set "real_order": "Yes", monitor your OKX account (Spot, Futures, or Swap) to confirm orders execute as expected.

3. Recreate alerts after changes

   If you change strategy parameters or the message, delete and recreate the TradingView alert so the new values are applied.

Important notes #