OKX Learning HandbookSecurity · Funds · Trading

How do I close lead trades with a limit order and custom amount?

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What's the background?

What's the background?

We've enhanced our copy trading system, ensuring that the experience of leading trades aligns with manual trading experience. With the upgrade, lead traders can use limit orders and custom amounts to close positions, eliminating the restrictions found in the old system version.

Checklist

  1. How do I open a futures lead trade position?
  2. Enter the trading page to start opening a futures lead trade position
  3. Select your preferred order type to open a futures lead trade position
  4. How do I close a futures lead trade position?
  5. Method 1: Go to your open positions
  6. Select the order type that you want to close
  7. Set the price and amount that you long for before closing the futures lead trade position
  8. Hedge mode: Select the Close tab and place an order. All basic orders are supported, including trigger and Take Profit (TP) / Stop Loss (SL).
  9. One-way mode: Simply place an order in the opposite direction to your open position.
  10. Set the price and amount that you long for before closing the futures lead trade position
  11. Set a TP/SL for your order or close it with a market order
  12. Open the Copy trading page to start closing your futures lead trade position

Notes

Futures lead traders

Once you've become a futures lead trader, you'll need to select contracts for leading trades. Each position you open with these contracts opens a lead trade that copy traders can replicate. Supported order types for futures trading include:

Note: if you place any bot trades (such as futures grid, futures DCA, or arbitrage bots) they won't act as lead trades.

Similar to regular trading, you can go to your open positions and directly close your lead trade position. You can also set a custom price and amount if you'd like to perform a partial closure.

Details follow the official OKX help article; this page is a learning checklist, not an official mirror.

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CQCC

CQCC

OKX step guides and risk notes. Official docs prevail when details differ.

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