The Ultimate Guide to OKX Contract Trading

Introduction

Contract trading is an agreement between buyers and sellers to exchange a specified quantity of assets at a predetermined price and future date. Beyond spot trading, investors can long (buy) or short (sell) contracts to profit from price fluctuations of the underlying asset.

Step-by-Step Contract Trading Guide

1. Preparation

Fund Transfer:

1. Open the OKX App.
2. Navigate to [Assets] → [Fund Transfer].
3. Select [USDT] (or another currency) → [Funding Account] → [Trading Account].
4. Enter the transfer amount and confirm.

Account Settings:

• Click the profile icon → [Account Info] → [Trading Settings].
• Configure [Account Mode], [Trading Unit], and other preferences.

2. Perpetual Contracts

Bullish Market: Open & Close Long Positions

• Buy to Open Long:

  • Go to [Trading] → Select [BTCUSDT Perpetual].
  • Choose [Open Position] → [Limit Order].
  • Set leverage, price, and quantity → Click [Buy to Open Long].

• Sell to Close Long:

  • Navigate to [Positions].
  • Select the position → Enter exit price/quantity → Click [Close].

Bearish Market: Open & Close Short Positions

• Sell to Open Short: Follow the same steps as opening a long, but select [Sell to Open Short].

👉 Master Perpetual Contracts

3. Delivery Contracts

Fixed-term contracts (e.g., weekly, quarterly) settled in crypto.

Bullish Example (BTCUSDT0806 Contract):

• Buy to Open Long: Similar to perpetual contracts.
• Sell to Close Long: Close via the [Positions] page.

Bearish Example:

• Open short positions by selecting [Sell to Open Short].

4. Options Contracts

Call Options (Bullish):

1. Navigate to [Options] → [BTC Calls].
2. Select expiration date/strike price.
3. Enter price/quantity → Click [Buy].

Put Options (Bearish):

• Mirror call options but select [Sell to Open Put].

Key Concepts

Margin Ratio

• Formula:

  • Cross-Margin Mode: Effective Margin / (Maintenance Margin + Reduction Fee).
  • Isolated Margin Mode: Adjusts based on equity and liabilities.

Liquidation & Force Close

• Triggered when margin ratio ≤ maintenance threshold.
• Partial reductions occur at higher tiers; full liquidation at Tier 1.

Auto-Deleveraging (ADL)

• Mechanism to mitigate platform risk during extreme volatility.
• Positions are automatically closed against counterparties with highest exposure.

Fee Reduction Strategies

1. OKX Fee Discounts

• Method 1: Use this link for 20% cashback.
• Method 2: Enter invite code "BTC1ETH" during registration.

2. Binance Fee Savings

• Register via referral link to lower fees.

3. FTX Discounts

• Sign up through FTX’s partner link.

👉 Maximize Trading Savings

FAQs

1. What is the margin ratio?

The margin ratio measures position safety. Higher ratios indicate lower liquidation risk.

2. How does ADL work?

ADL closes positions against top-tier counterparties to maintain platform stability during volatility.

3. Can I reduce OKX fees further?

Yes! Use invite codes or trade larger volumes for tiered discounts.

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Disclaimer: Trading involves risk. This guide is for educational purposes only.

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