What's the Analysis tool, and how does it work for me?
Regardless of your trading experience, documenting your trades and understanding your trading performance is the first step in becoming a better trader. The analysis tool allows traders to quickly and easily evaluate your historical trading performance.
Checklist
- How can I use the Analysis tool?
- On the app
- Select Assets and tap on the tiny arrow beside 1Y PnL
- Select Assets, Spot PnL, Futures PnL, or Earn to view further details on your PnL performance.
- On the web
- Select Analysis from the drop-down menu
- Select Assets, Spot, or Futures to view further details on your PnL performance.
Notes
With this tool, you'll be able to track your trades in a calendar view, profitability by ticker and see detailed trading related metrics.
Assets: view your Performance, Daily PnL, PnL by products, Asset allocation, Top 10 gainers, and Top 10 losers. You can filter by account type, main/sub-account, date range, and currency. Pay balance is excluded from Asset analysis.
Spot PnL: view Performance stats and PnL breakdown. You can filter by main/sub-account and currency.
Futures PnL: view Performance stats, Trading calendar, PnL ranking, and Funding fees. You can filter by main/sub-account and currency. Historical data begins on Nov 1, 2022 and is updated within 3 hours after each position is closed.
Details follow the official OKX help article; this page is a learning checklist, not an official mirror.
