Okx Cex Bot

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.

Use metadata.version from this file's frontmatter as the reference for Step 2.

Prerequisites

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 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.

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:

• User intent is clear ("real"/"实盘"/"live" → live; "test"/"模拟"/"demo" → demo) → use it, inform user
• No explicit declaration → check conversation context for previous choice → reuse if found
• 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 <live-profile> | --profile <demo-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"):

• Stop immediately
• Load okx-cex-auth skill and follow re-authentication steps
• 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 positions | READ | Query open contract-grid positions (liquidation price, margin ratio, unrealized PnL) |

| okx bot grid liquidate-price | READ | Estimate liquidation price for a contract-grid bot |

| okx bot grid close-position | WRITE | Close remaining position after bot stopped with stopType=2 |

| 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

okx bot grid create --instId <id> --algoOrdType <type> \
  --maxPx <px> --minPx <px> --gridNum <n> \
  [--runType <1|2>] \
  [--quoteSz <n>] [--baseSz <n>] \
  [--direction <long|short|neutral>] [--lever <n>] [--sz <n>] \
  [--basePos] [--no-basePos] \
  [--tpTriggerPx <px>] [--slTriggerPx <px>] [--tpRatio <ratio>] [--slRatio <ratio>] \
  [--algoClOrdId <id>] [--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

okx bot grid amend --algoId <id> \
  [--maxPx <px> --minPx <px> --gridNum <n>] \
  [--instId <id>] \
  [--tpTriggerPx <px>] [--slTriggerPx <px>] \
  [--tpRatio <ratio>] [--slRatio <ratio>] \
  [--topUpAmt <n>] [--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

okx bot grid stop --algoId <id> --algoOrdType <type> --instId <id> \
  [--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:

• Run bot grid details --algoId <id> --algoOrdType <type> and check the state field.
• If state=running: call stop with --stopType 1 (default, clean exit) or --stopType 2 (keep assets).
• 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 — Positions

okx bot grid positions --algoId <id> --algoOrdType contract_grid [--json]

Returns open contract-grid positions: liquidation price (liqPx), margin ratio (mgnRatio), and unrealized PnL (upl). Only applicable to contract_grid bots.

Grid Bot — Liquidation Price

okx bot grid liquidate-price --instId <id> --sz <margin> --lever <leverage> \
  --maxPx <px> --minPx <px> --gridNum <n> --direction <long|short|neutral> \
  [--runType <1|2>] [--triggerStrategy <instant|price|rsi|webhook>] [--json]

Estimates the liquidation price for a contract-grid bot. Use before creating a bot to assess liquidation risk. The estimate needs the full intended config — the backend requires instId, sz, lever, the grid range (maxPx/minPx/gridNum) and direction (use neutral for a neutral bot); omitting any of them fails fast with the list of what's missing. runType defaults to 1 (arithmetic; 2=geometric) and triggerStrategy is optional.

Grid Bot — Close Position

okx bot grid close-position --algoId <id> (--mktClose | --no-mktClose) [--sz <size>] [--px <price>] [--json]

Closes the remaining open position of a contract-grid bot that was stopped with stopType='2'. The close mode is required (no default, because it moves funds): pass --mktClose for a market close (immediate), or --no-mktClose --sz <size> --px <price> for a limit close order. Omitting both is rejected.

Grid Bot — List Orders

okx bot grid orders --algoOrdType <type> [--instId <id>] [--algoId <id>] [--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

okx bot grid details --algoOrdType <type> --algoId <id> [--json]

Returns: bot config, current PnL (pnlRatio), grid range, number of grids, state, position info.

Grid Bot — Sub-Orders

okx bot grid sub-orders --algoOrdType <type> --algoId <id> [--pending] [--groupId <id>] [--after <id>] [--before <id>] [--limit <n>] [--json]

| Flag | Effect |

|---|---|

| *(default)* | Filled sub-orders (executed grid trades) |

| --pending | Pending grid orders currently on the book. (Works in demo mode. --live is a deprecated alias and cannot be combined with --demo.) |

| --groupId | Filter to one buy-sell pair (shared groupId) |

| --after | Pagination cursor — records older than this id |

| --before | Pagination cursor — records newer than this id |

| --limit | Max records to return (default 100) |

DCA Bot — Create (Spot & Contract)

okx bot dca create --algoOrdType <spot_dca|contract_dca> --instId <id> --direction <long|short> \
  --initOrdAmt <n> --maxSafetyOrds <n> --tpPct <ratio> \
  [--lever <n>] [--safetyOrdAmt <n>] [--pxSteps <ratio>] [--pxStepsMult <mult>] [--volMult <mult>] \
  [--slPct <ratio>] [--slMode <limit|market>] [--allowReinvest] \
  [--triggerStrategy <instant|price|rsi>] [--triggerPx <price>] \
  [--triggerCond <cross_up|cross_down>] [--thold <threshold>] [--timeframe <timeframe>] [--timePeriod <period>] \
  [--algoClOrdId <id>] [--reserveFunds <true|false>] [--tradeQuoteCcy <ccy>] [--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

okx bot dca stop --algoOrdType <spot_dca|contract_dca> --algoId <id> [--stopType <1|2>] [--json]

Workflow:

• Run bot dca details --algoId <id> --algoOrdType <type> and check the state field.
• If state=running: call stop (with --stopType for spot_dca).
• 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

okx bot dca orders [--algoOrdType <spot_dca|contract_dca>] [--algoId <id>] [--instId <id>] [--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

okx bot dca details --algoOrdType <spot_dca|contract_dca> --algoId <id> [--json]

Returns: avgPx, upl, liqPx, sz, tpPx, slPx, initPx, fundingFee, fee, fillSafetyOrds, algoClOrdId, baseSz, quoteSz, tradeQuoteCcy.

DCA Bot — Sub-Orders

okx bot dca sub-orders --algoOrdType <spot_dca|contract_dca> --algoId <id> [--cycleId <id>] [--json]

| Flag / Param | Effect |

|---|---|

| *(default)* | List all cycles |

| --cycleId <id> | Show orders within a specific cycle |

Quickstart

# 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 <id> → 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 <id> → 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 <demo-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 <demo-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": "<live|demo>", "profile": "<name>", "data": <response>}
• Rate limit: 20 requests per 2 seconds per UID
• Grid --gridNum range: 2–100