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  3. OKX CEX Portfolio skill
okx · 10K installs

OKX CEX Portfolio skill
Runs by itself, every morning at seven.

Know your exchange balances daily.

Install the OKX CEX Portfolio skill and make it a habit: follow https://gethabit.dev/skills/okx/okx-cex-portfolio.md

  1. 1Copy
  2. 2Paste into Claude Code, Codex or Cursor
  3. 3It runs by itself

10K installs194 starsMIT licenceSource on GitHub ↗

OKX CEX Portfolio

by okx · 10K installs

The skill

The okx cex portfolio skill lets an agent read OKX account balances, open and closed positions, bills and fee tiers through the okx CLI, and move funds between funding and trading accounts after confirmation.

Only when you ask.

The habit

Know your exchange balances daily.

↻ Runs by itselfevery morning at seven

How the habit works.
You don't have to.

Three questionsWhen does it start? How does it check its work? What does it remember?

01

It starts by itself

every morning at seven. Runs in Claude Code routine or cron.

  • ↻ every morning at seven
  • 0 7 * * *

02

It checks its work

snapshot complete, mode tagged. If a check fails, it tells you.

  • ✓okx config show --json or okx auth status --json shows a usable login
  • ✓balance-all returns meta.partialFailure false
  • ✓every result carries a [mode: live] or [mode: demo] tag
  • ✓no write command (transfer, set-position-mode) ran

03

It remembers

dated snapshot log. The next run reads it first: the last snapshot totals and the mode used.

loops/okx-portfolio-snapshot-loop/log.md

One run, step by step.
Then it stops.

Stop ruleOne snapshot per run, read commands only, at most one retry after an error.

  1. 01

    Check login

    Run okx config show --json and okx auth status --json to find API key or OAuth mode, and stop if not logged in.

  2. 02

    Confirm mode

    Reuse the mode from the log, or ask you once whether to read live or demo funds.

  3. 03

    Take snapshot

    Run okx account balance-all for trading, funding and valuation in one call.

  4. 04

    Read positions

    Run okx account positions and okx account positions-history for open trades and realized PnL.

  5. 05

    Compare

    Set today's totals next to the last logged snapshot and note big changes.

  6. 06

    Log and tag

    Append the snapshot with its mode tag to the run log and flag any partial failure.

What it may do.
Nothing more.

Safe by defaultIt writes only in its own folder and asks you before anything goes out.

Is it for you?
Use it when it fits.

Quick checkRead both lists. If the left one sounds like you, the OKX CEX Portfolio skill helps.

Use it when

  • ✓ You want a full balance overview
  • ✓ You need position PnL or bills
  • ✓ You must move funds before a trade

Skip it when

  • – You need market prices
  • – You want to place or cancel orders

Questions

OKX CEX Portfolio skill, answered.

Can this loop move money?

No. It only runs read commands. Transfers and position mode changes stay manual.

What if my session expired?

The skill stops on an authentication error and points you to the okx-cex-auth skill to log in again.

Does it work without real funds?

Yes. Pick demo mode and it reads simulated balances instead.

How do I install the OKX CEX Portfolio skill?

Copy the prompt at the top into your agent. It installs the skill from okx/agent-skills and sets up the habit. Or run npx skills add okx/agent-skills --skill okx-cex-portfolio.

Is the OKX CEX Portfolio skill free?

Yes. It is published under MIT. Habit is free too.

OKX CEX Portfolio. Now as a habit.

Install the OKX CEX Portfolio skill and make it a habit: follow https://gethabit.dev/skills/okx/okx-cex-portfolio.md

  • Free
  • No account
  • Undo in one line

All okx skills →More ops skills →

Works in

  • Claude Code
  • Codex
  • Cursor
  • ChatGPT
  • Claude app

Made by okx, published under MIT. Habit links to the original and never changes it. Is this your skill?

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