OKX Learning HandbookDistilled from official docs

What's Smart Sync on spot copy trading?

Share your love

Smart sync is a copy trading mode that lets you automatically sync your asset al

Smart sync is a copy trading mode that lets you automatically sync your asset allocation for each spot order with the lead trader. When a lead trader buys crypto, a ratio between the amount they buy and their trading account equity is calculated. This is then applied to your total investment to determine how much you buy.

Example: If a lead trader has 10,000 USDT in their trading account and buys 1,000 USDT worth of BTC — equivalent to 10% of their equity — you’ll automatically place a corresponding buy order. If your total investment is 1,000 USDT, your buy order will be for 10% of that, or 100 USDT.

Checklist

  1. How does Spot Smart Sync enhance traditional copy trading?
  2. Copy with one click: just set a total investment and start copy trading. You don’t need to set any other settings.
  3. How do I start using Spot Smart Sync?
  4. Find a trader you’re interested in and select Copy on their profile
  5. Set your copy mode to smart sync
  6. Set your copy trade settings
  7. Select Copy and confirm the copy trade details to finish your trade setup
  8. How do I view Spot Smart Sync trade details and edit my settings?
  9. Go to the copy trading homepage and go to My copies. You can view details and copy trading PnL for the lead trader’s ongoing and historical trades
  10. How are profits shared in Spot Smart Sync?
  11. On the App, select Trade > Bots & Copy
  12. Select My copies / My bots / Bot signals > My copies

Notes

To copy trade with smart sync, all you need to do is set your total investment. You don’t need to configure any other settings for your copy trade. The lead trader manages risk and profit, letting you more efficiently get returns from your copy trades.

Traditional copy trading often follows order-by-order, which can lead to inconsistent returns. Spot Smart Sync focuses on position ratios, meaning it replicates the overall position of lead traders, leading to more consistent and accurate returns.

What are the benefits of using smart sync?

Invest smarter and align risk: your asset allocation is synced with the lead trader, letting them help you better control risk and manage profit and loss (PnL).

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

Share your love
CQCC

CQCC

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

ARTICLES: 272

Leave a Reply

Your email address will not be published. Required fields are marked *