How to Import Your OKX Trades

About importing from OKX

Quick facts

Connect OKX via API (recommended)

Create a read-only OKX API key so trades sync automatically.

1. 1Log in to OKX on the web.
2. 2Open Profile and go to API and connections.
3. 3Click Create API key.
4. 4Enter an API key name such as TradingAtlas.
5. 5Select the account the key should access.
6. 6Choose Read permission only.
7. 7Do not enable Trade or Withdraw permissions.
8. 8Create and save a passphrase; you will need it in TradingAtlas.
9. 9Optionally add an IP allowlist.
10. 10Complete verification.
11. 11Copy the API Key, Secret Key, and Passphrase.
12. 12Paste all three values into TradingAtlas, click Test, then Save Connection.

Required OKX API permissions

Read-only access is all TradingAtlas ever needs — never enable trading or withdrawals.

• ✓Read

Passphrase required

Import OKX via CSV

Prefer files? CSV upload works for every account.

1. 1Open your OKX account and locate the trade history / statements export.
2. 2Export your full OKX trade history as CSV (export spot and futures history separately if they are split).
3. 3Export deposits, withdrawals, and fee records if provided separately.
4. 4Open TradingAtlas and go to Import → CSV.
5. 5Upload the OKX files — columns are detected and mapped automatically.
6. 6Review the normalized trades and confirm the import.

OKX CSV exports TradingAtlas reads

Upload any or all of these — they are merged into one timeline.

• ✓Unified account trade history
• ✓Bills / transaction details
• ✓Funding records

Known OKX quirks

Platform-specific behavior that affects imports.

• ✓The unified account mixes spot, margin, perpetuals, futures, and options in one ledger.
• ✓The passphrase is mandatory and cannot be recovered if lost.
• ✓Contract sizing differs per instrument and must be applied to get correct PnL.

Common OKX import issues

Quick fixes for the problems traders hit most often.

• ✓A missing passphrase is the most common OKX connection failure — it is set when you create the key, not your login password.
• ✓Make sure the key has Read permission on the correct sub-account.
• ✓Missing passphrase is the most common OKX connection failure.
• ✓The passphrase is not your OKX login password.
• ✓If you forget the passphrase, create a new OKX API key.

Security best practices

• ✓Use a dedicated API key for TradingAtlas.
• ✓Enable IP whitelist if the exchange supports it and you have a stable IP.
• ✓Rotate keys periodically and delete keys you no longer use.
• ✓Never share API secrets in chat, email, screenshots, or support tickets.

What happens after import

Frequently asked questions

How do I import my OKX trades into TradingAtlas?

Connect a read-only OKX API key for automatic sync, or upload OKX CSV exports (Unified account trade history, Bills / transaction details, Funding records).

What OKX API permissions do I need?

Read-only access only — Read. Never enable trading or withdrawal permissions.

Which OKX CSV exports work?

Yes. Upload OKX CSV exports — Unified account trade history, Bills / transaction details, Funding records — and columns are detected and mapped automatically.

Are there any OKX quirks I should know about?

The unified account mixes spot, margin, perpetuals, futures, and options in one ledger.

My OKX import isn't working — what should I check?

A missing passphrase is the most common OKX connection failure — it is set when you create the key, not your login password.

Is my OKX data secure?

API keys are read-only and stored encrypted. TradingAtlas can never trade or withdraw from your account.