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.
| Exchange type | Unified-account spot, derivatives & options exchange |
|---|---|
| API sync | Yes |
| API status | Read-only API sync (passphrase required), plus CSV |
| CSV import | Yes |
| Spot support | Yes |
| Futures / perpetuals | Yes |
| Funding fees | Yes |
| Options | Yes |
| Trading journal | Yes |
| Crypto tax reports | Yes |
| Contract types | Linear and inverse perpetual swaps, dated futures, and options under one unified account |
What to be aware of — and how TradingAtlas handles it.
OKX requires a passphrase with each API key. TradingAtlas reads the unified account and splits spot, margin, and derivatives into clean per-instrument history.
Fees and funding are separated from spot disposals and normalised to your reporting currency.
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.
Import OKX via read-only API or CSV for journal, analytics, and tax in one place.
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