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Lead traders: Spot lead trading guidelines
Traders who meet the following behavior may have their traffic limited or have their lead trader position revoked: Lead traders who fake their name, use someone else's verified account, or buy another person's account. Lead traders who falsify account data or create many different lead trade accounts. Lead traders engage in hedging transactions to influence data while making sure they don't make a loss.Published on 30 Oct 2023Updated on 8 May 2026196Lead traders FAQ
If a trade involves one of your selected lead trade contracts, a signal will automatically be sent to traders who are copying you. They'll then automatically copy the trade at the market price.4. How do I manage lead trades? Your lead trade orders will be displayed in the order management section at the bottom of the trading page, as well as in the lead trading section. There are two display options for viewing lead trade orders: Detailed and Overview.Published on 6 Sept 2023Updated on 28 Mar 2026120Lead traders: How do I carry out lead trades?
You may access it by navigating through Trade > Marketplace > My lead trades and select the corresponding strategy to start leading trades. Currently, only Spot Grid, Futures Grid, and Futures Martingale bots are supported for lead trading.How should I manage lead trades? Your lead trade orders will be shown in order management at the bottom of the trading page, and also in the lead trading section. There are two display types for viewing lead trade orders, which are Detailed and Overview.Published on 21 Dec 2022Updated on 15 Apr 2026393Lead trader: how do I carry out spot lead trades?
How do I place a spot lead trade? Go to Copy Trading, and select Spot You can enable the lead trade toggle switch to allow your order to be copied by your copy trader. For example, lead trader A enables the lead trade option and buys a 1 BTC spot order. His copy traders can copy this lead trader Enabling the lead trade toggle switch before creating a spot trade If you don't want your copy trader to copy your order, you can disable the lead trade toggle switch.Published on 2 May 2024Updated on 9 Feb 202647Lead trader: why is the total order in the Lead Trade and Open position tabs different?
Meanwhile, the Lead tab shows the total number of lead trading orders, including those on futures and spot.4. How does Open Position differentiate between futures and spot trades? The Open Position tab aggregates values only from futures contracts, leaving spot trades aside. This is because spot trades involve holding the asset compared to futures trades where positions are in USDT.Published on 13 May 2024Updated on 9 Feb 202632Spot copy trading: lead trader FAQ
What type of lead trader does OKX prefer and prioritize? Genuine: lead traders who employ a significant portion of their personal capital in their lead trades, assuming the same risk as their copy traders. Reliable: lead traders with well-defined risk control and stop-loss strategies, demonstrating accountability to users, maintaining a low maximum drawdown, setting reasonable stop-loss levels, and striving to secure positive PnL outcomes for copy traders.7.Published on 18 Oct 2023Updated on 3 Mar 202667Why do I have to trade on OKX Liquid Marketplace?
Customizable strategies: Carry trades (spot vs future/perp), futures spreads (future vs future/perp), call/put spreads, calendar spreads, butterfly spreads, condors, ratio spreads, diagonal spreads, back spreads. Options/volatility strategies: collars, straddles, strangles, covered call, protective put, synthetic futures. Creation of synthetic currency pairs by going long one name and short another. For example, BTC/USDT vs AVAX/USDT booked atomically create a synthetic BTC/AVAX pair.Published on 13 Mar 2024Updated on 30 Oct 202516Copy traders: How do I choose a lead trader?
On the App: On the app, tap Trade twice, then select Marketplace Select your Profile Picture Select Following and once you're on the page, then all of the Lead Traders who you're following will be shown Select the Profile Picture of the Lead Traders to check the overview of their trades On the Web: Select Trade > Marketplace > Profile Select Following and once you're on the page, then all of the Lead Traders who you're following will be shown Select the Profile Picture of the Lead Traders to checkPublished on 22 Dec 2022Updated on 9 Apr 2026259How does futures spread trading work on OKX Liquid Marketplace?
Trade all sorts of spreads: carry trades (spot vs future/perp), futures spreads (future vs future/perp), call/put spreads, calendar spreads, butterfly spreads, condors, ratio spreads, diagonal spreads, back spreads. Bespoke instruments: customize your own strategies with up to 20 legs.Published on 13 Mar 2024Updated on 10 Sept 20256How do I use the Copy mode restriction feature?
Head over to the Copy trading page and select My lead trades Proceed to enter the My lead trades option Once in, select Lead settings Select the Copy mode restrictions option within the Lead trade settings Select Copy mode restrictions option Toggle between No restrictions or Smart sync only options under the Copy mode restrictions option within the Lead trade settings Select your preferred restriction mode A statement on the lead trader requiring copy traders to use smart sync will appear on thePublished on 16 Jul 2024Updated on 9 Feb 202637How do I close lead trades with a limit order and custom amount?
Method 2: Close in your lead trade management Once you've become a lead trader, manage your lead trades under both Trade > Lead trades and Copy trading > My lead trades. In the lead trade management section, you can access both an overview and a detailed breakdown of your lead trade orders. The Detailed view breaks down each position by order, allowing you to set TP/SL for each order or close it with a market order.Published on 5 Dec 2023Updated on 9 Feb 20262,263What are crypto-margined futures and USDT-margined futures? What are the differences?
These structural differences may lead to different return characteristics and risk exposures under various market conditions.PnL structure comparison: Crypto-margined futures vs USDT-margined futures Crypto-margined perpetual futures and USDT-margined perpetual futures differ in settlement currency. This difference affects how profit and loss (PnL) is calculated and how returns behave under different market conditions.1.Published on 20 Mar 2023Updated on 12 May 2026204What's Smart Sync on spot copy trading?
Smart sync is a copy trading mode that lets you automatically sync your asset allocation for each spot order with the lead trader. When a lead trader buys crypto, a ratio between the amount they buy and their trading account equity is calculated. This is then applied to your total investment to determine how much you buy.Published on 9 Oct 2024Updated on 11 May 2026268What could be the reasons behind the failures of my futures copy trades?
Slippage protection Significant differences in the entry price between you and lead traders can have a big impact on your profit and loss. To prevent this, if there's more than a 0.5% disparity between the lead trader’s and your entry price, our slippage protection mechanism will cancel the copy trade. Smart sync position ratio too high Smart sync copy trading aims to ensure a copy trader’s position asset allocation is proportional to the lead trader they’re copying.Published on 1 Sept 2023Updated on 12 Feb 2026203Building RFQs
This opens a menu for fields that take on specific values (expiry date or strike price), a text input for numerical values (quantity), or a button to flip values that can only take binary input (buy vs sell, put vs call, USDT vs Coin margined). The other is to either select on the value in the "product" column" or tab "add leg" below the final leg of your strategy.Published on 30 Jun 2022Updated on 30 Apr 202630