Generate accurate OKX crypto tax reports. Import via read-only API sync or CSV upload, calculate cost basis with FIFO, LIFO, HIFO, or AVCO, and export OKX disposal records for any tax year.
Import OKX trades via read-only API sync or CSV upload
OKX runs a unified trading account that mixes spot, margin, perpetuals, futures, and options under one balance. Isolating taxable events from that unified ledger is where most tools struggle.
Earn and staking income on OKX is often overlooked — TradingAtlas surfaces it alongside trade disposals for complete reporting.
| Exchange type | Unified-account spot, derivatives & options exchange |
|---|---|
| Import methods | Read-only API sync (passphrase required), plus CSV |
| Records imported | Unified account trade history, Bills / transaction details, Funding records |
| Futures / funding tax | Yes |
| Cost-basis methods | FIFO, LIFO, HIFO, AVCO |
Most traders face the same structural challenges at tax time.
OKX requires a passphrase with each API key. TradingAtlas reads the unified account and splits spot, margin, and derivatives into clean per-instrument history.
Earn and staking income is easy to miss in the unified ledger.
Perpetual swaps, dated futures, and options are parsed from the unified account. Contract face values differ per instrument (for example BTC-USD-SWAP), so contract sizing is applied per symbol. Perpetual funding is captured from the unified ledger and kept distinct from trade fees and realised PnL.
Most OKX users also trade elsewhere, so reporting must stay exchange-agnostic.
From raw trade history to an export-ready report.
Exchange-specific gaps TradingAtlas fills for you.
TradingAtlas supports FIFO (First In First Out), LIFO (Last In First Out), HIFO (Highest In First Out), and AVCO (Average Cost). Pick the method your jurisdiction requires, or switch between them to compare the tax impact on your OKX disposals.
Trades denominated in stablecoins or other assets are converted to your chosen reporting currency using historical FX at the time of each transaction, so proceeds and gains reflect real value.
Perpetual funding is captured from the unified ledger and kept distinct from trade fees and realised PnL.
Import OKX trades and export accurate, audit-ready tax records for any year.
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