The Social Edition is no longer available for public purchase, but you may explore other versions of our OKX copy trading software.
This guide provides a detailed walkthrough of the OKX Social Edition's functionality and setup process. Whether you're a novice or experienced trader, follow these steps to optimize your copy trading experience.
Getting Started with OKX Copy Trading Software
Prerequisites:
- Purchase an account: Refer to the OKX Copy Trading Software Pricing Guide for fee details.
- 7-day free trial: Contact sales via WeChat (details removed per guidelines) to activate a trial account.
👉 Start your risk-free trial today
Key Features:
- No server setup required – Cloud-based access via any modern browser (Chrome, Firefox, or Edge recommended).
- Simplified workflow – Focuses on two core actions: binding leader accounts and follower accounts.
Binding Leader Accounts
Step 1: Locate Trader ID
Visit OKX's Copy Trading Hub:
- Main page: OKX Copy Trading
- Top Traders: Leaderboard
- Select your preferred trader (e.g., "和光也同尘").
- Extract the Trader ID from the URL (exclude
/and?characters).
Step 2: Input in Software
- Account Name: Assign a recognizable label (e.g., trader's alias).
- Trader ID: Paste the extracted value.
- Click Confirm to complete binding.
Tip: Pre-bind multiple leaders for easy switching later.
Binding Follower Accounts
Step 1: Create API Keys
- Register/Log in to your OKX account via OKX Unrestricted Website.
Generate an API with trading permissions:
- Mobile tutorial: OKX App API Guide
- Web tutorial: OKX Web API Guide
Step 2: Configure Follower Settings
- Account Name: Identify your follower account.
Margin Settings:
Method 1 (Compounding):
- Follow Ratio: ≤0.8
- Max Margin: 0 (uses 100% account balance)
Method 2 (Fixed):
- Set Max Margin to a value below your actual balance (e.g., 5,000U for a 6,000U account).
Method 3 (Mirrored):
- Match leader's margin balance (requires precise capital alignment).
Formula:
Actual Contracts = (Your Available Margin) × (Leader’s Position %) × (Follow Ratio) ÷ (Contract Value) ÷ (Latest Price)👉 Optimize your trading strategy now
Advanced Controls
- Stop Threshold: Auto-liquidation triggers when balance falls below your set value.
- Leverage & Margin Mode: Automatically syncs with the leader's settings.
- API Security: Enter your
API Key,Secret, and password.
Remember: Toggle "Enable Copy" to activate/deactivate tracking.
FAQs
1. Can I switch leader accounts mid-trade?
Yes, but open positions from the previous leader won’t auto-close. Manage them manually.
2. What happens if my balance drops below the stop threshold?
The system closes all positions and halts copy trading until you replenish funds.
3. Is leverage adjustable?
No. Your account mirrors the leader's leverage setting automatically.
4. How often are trades synced?
Near real-time (typically <2 seconds latency).
5. Can I use multiple follower accounts?
Yes, but each requires separate API keys and configuration.
6. Are there mobile alerts?
Not in Social Edition, but browser notifications are supported.
Future Updates
Stay tuned for new Social Edition features, including enhanced analytics and multi-leader portfolios!
For troubleshooting, refer to OKX’s official documentation or contact support.