Automated OKX trading journal. Import via read-only API sync or CSV upload, then track realized PnL, win rate, profit factor, funding fees, and per-trade performance across OKX spot and futures.
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.
OKX requires a passphrase with each API key. TradingAtlas reads the unified account and splits spot, margin, and derivatives into clean per-instrument history.
| Exchange type | Unified-account spot, derivatives & options exchange |
|---|---|
| API sync | Yes |
| CSV import | Yes |
| Spot support | Yes |
| Futures / perpetuals | Yes |
| Funding fees tracked | Yes |
| Options | Yes |
| Contract types | Linear and inverse perpetual swaps, dated futures, and options under one unified account |
A journal built from your real trade data — accurate, automatic, and always up to date.
Every OKX fill becomes a journal entry with entry/exit, fees, PnL, and duration — no manual typing.
See your true OKX win rate and profit factor calculated from real fills, not estimates.
Perpetual funding is captured from the unified ledger and kept distinct from trade fees and realised PnL.
Merge OKX with your other venues for one consolidated performance picture.
Every metric is derived directly from your imported fills.
Spot OKX trades are normalized with accurate cost basis across every buy and sell. 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.
Fees and funding are separated from spot disposals and normalised to your reporting currency.
Edge cases that trip up spreadsheets — handled automatically.
Earn and staking income on OKX is often overlooked — TradingAtlas surfaces it alongside trade disposals for complete reporting. Your OKX journal and tax data share the same normalized trade history, so there is no duplicate work between tracking performance and filing.
Import OKX trades and get win rate, PnL, and performance analytics in minutes.
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