An OKX Trading Journal That Syncs Spot, Perpetual and Futures Trades
Paste a read-only OKX API key and your closed spot, perpetual swap and futures trades sync into the journal every day, funding included. No VPS and nothing to install. Updated 26 October 2026
How the OKX Connection Works
Open Connections, find the Crypto exchanges card and choose OKX from the drop-down, and follow the short steps on the card. Nothing has to be running on your side once it is connected, so it works from your phone and does not need a VPS, a laptop left on or an Expert Advisor.
- Create a read-only key. In OKX open API, create a V5 key, choose a passphrase and set the permission to Read only. Leave Trade and Withdraw off.
- Paste it in Connections. Choose Crypto exchanges, pick OKX, paste the key, secret and passphrase, choose your OKX site, tick the box confirming the key is read-only, then pick the account and start date.
- We check the key. The Trading Terminal reads the key's permission from OKX and refuses it unless it is read-only.
- Sync. Your recent history imports in a few moments, then new trades sync once a day. Sync now pulls the latest on demand.
Read-Only, Checked Twice
Exchange keys can usually do far more than read, so The Trading Terminal asks for the minimum and checks it. The key you create should have: Read only. Leave Trade and Withdraw off. Leave the IP allowlist empty.
- Connect stays locked until you tick a box confirming the key is set to read-only.
- Where the exchange reports what a key can do, a key that can trade, withdraw or transfer is refused.
- Every request is a read. The Trading Terminal never places, changes or closes an order and never moves funds.
- Credentials are stored encrypted, are never shown again and are deleted when you disconnect.
What Gets Imported
Only closed trades are imported. Individual fills are grouped into round trips, so a position built up over several orders becomes one trade in the journal. OKX only keeps about three months of fills, so a first sync reaches back that far. After that The Trading Terminal keeps what it has imported.
| Field | How it is filled |
|---|---|
| Symbol and direction | Spot pairs, perpetual swaps and dated futures; contracts can be long or short |
| Quantity | Contract sizes are converted using each contract's value so quantity and P&L match the exchange |
| Entry and exit price | Quantity-weighted average across partial fills |
| Open and close time | First opening fill and last closing fill, stored in your own timezone |
| Fees and funding | Trading fees and funding payments are included in the net result |
| Net P&L | Gross result minus fees and funding, in the quote currency |
Everything else, such as setup, confluences, mistakes, emotion, grade, notes and screenshots, you add in the journal. Synced trades never overwrite your notes, grade or tags, and syncing the same trade twice never creates a duplicate.
What It Does Not Do
- It does not place, modify or close trades, and it does not move funds or change exchange settings.
- Coin-margined (inverse) contracts and options.
- Open positions, until they close.
- Fills older than about three months on the first sync, which is how much OKX keeps. Everything is kept once imported.
- For other platforms see the cTrader trading journal, MT5 trading journal and MT4 trading journal pages, or import a CSV.
What You Can Analyse Once Trades Are In
Synced trades feed the same analytics as any other trade: trading analytics such as Trader DNA, the Edge Score and Mistake Cost Analysis, and Risk Desk for daily loss limit and drawdown tracking from your closed trades. Pair it with the crypto trading journal guide for how to journal a market that never closes.