Users begin the trading cycle by selecting their risk profile via a series of parameters (or choosing from conservative, moderate, and aggressive pre-set parameters under the AI-strategy option). This strategy starts by placing an initial trade and will continue placing more trades if the asset price drops by a set percentage. Each new trade is larger than the last.

A series of questions about your financial situation, investment objectives, risk tolerance and trading experience. If the product is unlikely to be appropriate for your circumstances, you'll be ineligible and may reattempt after 180 days. 2. Knowledge assessment. 12 questions on derivatives mechanics, including leverage, margin, funding rates and liquidation thresholds. You must answer at least 10 out of 12 correctly to pass.

Security control options While simplifying the process, Auto-Confirm includes a series of security measures, such as daily trade limits and safe active periods. OKX doesn't have access to users' private keys or funds, this feature only helps you in automating the signing process.How do I enable or disable Auto-Confirm?On the web For Trader Mode: Auto-Confirm is enabled by default and can't be turned off.

The Futures DCA is best used in high-risk, high-reward situations, especially when your strategy is to attempt to earn profits from rebounds in a volatile market but want to save the time for tracking and eliminate the hassle of configuring a series of averaging orders manually.

When you set up a Spot grid, a series of orders are placed at different levels based on your grid range. However, if you're using a wide range, many of these orders are essentially dormant, waiting for significant price movements to trigger them.