OKX Learning HandbookSecurity · Funds · Trading

What are the spot trading guidelines for copy traders?

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What is spot copy trading?

What is spot copy trading?

OKX spot copy trading is a novel social investment approach and a valuable portfolio management tool. We've identified top-performing spot traders whose trades you can automatically replicate. This means you no longer need to constantly monitor the market to discover the best opportunities. Spot copy trading comes with no leverage or liquidation risks, making it a lower-risk and more stable investment option for traders. We offer a wide range of cryptocurrencies to help you leverage some of the best market depth in the industry. Furthermore, our copy trading feature includes a mechanism that allows lead traders to share up to 30% of their profits with you.

Checklist

  1. How do I create a copy trade order?
  2. On the App:
  3. On the Web:
  4. Select Copy to follow your preferred lead trader's trading strategy
  5. Select copy to copy lead trader's trading strategy
  6. Set your copy trading setting according to your needs. Details of the settings are briefed in the table below.
  7. Set your copy trade setting
  8. How do I check my profit-sharing?
  9. Go to Trading > Transactions > Transaction types > Other to find profit-sharing transaction details.
  10. What happens when I copy a trader?
  11. What happens if I sell before the lead trader?Y
  12. What happens when the lead trader sells their assets?

Notes

Go to Trade (tap twice) > Bots & Copy > Recommended, scroll down to Copy trading, and switch between Futures / Spot / Bots / Signal. From there, you can browse and filter for your preferred spot traders.

Go to Trade > Bots & Copy > Copy trading > Switch between Futures copy trading / Spot copy trading / Bot marketplace / Signal marketplace. From there, you can browse and filter for your preferred spot traders.

You can view each lead trader's profile to understand their key trading statistics and performance, helping you find a suitable lead trader. You can refer to the table below for the metric of the lead trader's profile. Please note that the data will refresh hourly.

Understand the lead trader profile

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

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

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