The first leg can be added by tab the "custom strategy" button and selecting one or more instruments from the menu that opens up by tab "B" for "Buy" or "S" for "Sell" next to the instrument and indicating the quantity. Alternatively, the first leg can be added by select on one of the icons in the "Pre-Defined Strategies" section. Some of these are one leg and some are two. Once the first one or more legs are chosen, additional legs can be added either from the Position Builder by select the "Add Leg" button underneath the last leg, by select on the content under the "Product" column (bringing up the instrument selection menu), or by adding additional pre-defined strategies from the "pre-defined" section by selecting one of the icons.
Beneath the last leg you've added in the position builder, there is a toggle for "Anonymous" when the light-blue is visible, your RFQ will be broadcast as anonymous, meaning your identifier will not be visible to any counterparties at any point during the life of your RFQ and trade. Your information will still be visible to OKX and our support team.
Checklist
- How do I add multiple legs when creating an RFQ?
- How do I make my RFQ anonymous?
- By default, all available counterparties are selected. Select the checkbox next to each name will select or unselect a given counterparty.
- How do I edit a leg that I've already added while building an RFQ?
- How do I use the risk analysis?
- How do I update the candlestick chart?
- Select on the candlestick icon to the right of any leg in your strategy
- How do I submit an RFQ for a target price, for instance 100,000 USDT worth of BTC, rather than a defined amount of coins?
- How do I change the type of an option from "call" to "put" or vice versa on the builder?
- How do I change the type of a future or perpetual from "coin margined" to "USDT margined" or vice versa on the builder?
- How do I add an instrument to my favorites in the instrument selections menu?
- How do I add a counterparty to my favorites?
Notes
Who can I select as a counterparty? How do I select them?
Under the last leg of your strategy there is some text that reads "Select Counterparties". Tab here opens up the menu with all available counterparties. Who you select here determines which Makers are able to see and submit quotes on your RFQ.
There are two ways to do this. The first is to tab on the field you wish to edit directly on that leg in the position builder. 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. Either of these will open up the product selection menu, where you can navigate to any product in your strategy and amend the leg in the same place where you found it originally.
Details follow the official OKX help article; this page is a learning checklist, not an official mirror.
