OKX Strategy Trading Guide: Advanced Techniques

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Strategy trading is an automated tool that helps users execute trades efficiently. Compared to manual trading, it offers advantages like reduced risk, lower operational costs, and better timing control.

Why Choose OKX Strategy Trading?

Arbitrage Order Strategies

Arbitrage leverages price differences across markets with minimal risk. Common methods include:

1.1 Funding Rate Arbitrage

Simultaneously trades spot and perpetual contracts in opposite directions to capture funding rate differentials.

1.2 Futures-Spot Arbitrage

Profits from price gaps between futures contracts and spot markets by buying low and selling high.

1.3 Calendar Spread Arbitrage

Exploits price differences between contracts with different expiration dates (higher risk than futures-spot arbitrage).

👉 Master arbitrage trading with OKX

How to Use OKX's Arbitrage Tool (Web Example):

  1. Interface Overview: Four key areas—arbitrage pair info, order panel, depth chart, and price chart.
  2. Order Execution: Select pairs, set price types (limit/market/custom), and enable features like:

    • Auto-quantity matching
    • Dynamic price adjustments
    • One-leg-triggers-market-order for reduced slippage
  3. Advanced Price Types:

    • Premium Price: Aggressive orders beyond best bid/ask
    • Queue Price: Passive orders within a defined range
  4. Auto-Follow: System periodically adjusts orders to maintain optimal positioning.

Iceberg Order Strategy

Splits large orders into smaller batches to minimize market impact.

Example Parameters:

How It Works: System gradually executes batches at dynamically calculated prices, pausing if the market moves beyond the cap.

Time-Weighted Strategy

Executes large orders incrementally over time.

Example Setup:

Execution Logic: Each batch size adapts to current liquidity, with IOC (Immediate-or-Cancel) order logic.

👉 Optimize your trading with time-weighted orders

FAQ

Q: What's the minimum capital for arbitrage strategies?
A: Depends on the pair and exchange requirements—typically $500+ for effective execution.

Q: How often are funding rates paid?
A: Every 8 hours in perpetual contracts.

Q: Can I modify running strategies?
A: Only certain parameters can be adjusted; some require stopping and restarting.

Q: What's the main risk in calendar spreads?
A: Non-converging price differentials may lead to losses.

Q: Are these strategies available on mobile?
A: Yes, via OKX's full-featured mobile app.

Note: This guide is for educational purposes only. Trading involves risks—conduct independent research before proceeding.