This comprehensive guide explains how to use Okx/欧易合约带单跟单软件2.0, covering API integration, follow-order settings, and optimization techniques for seamless trading automation.
Key Features of Okx Futures Follow-Order Bot 2.0
- Dual API Integration: Connect lead-trading and follow-trading APIs independently.
- Flexible Scaling: Adjust follow ratios and calculation methods (direct/balance-based).
- Batch Configuration: Assign multiple follow-order accounts to a lead trader efficiently.
- Real-Time Analytics: Monitor performance via logs and live dashboards.
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Step-by-Step Setup Guide
1. Account Security
After registration:
1. Navigate to Account Settings > Security Settings.
2. Update your password immediately for enhanced security.
2. Lead-Trading API Integration
Path: Lead-Trading Management > Lead-Trading API
– Click “Add Lead-Trading API”.
– Enter:
– API Name
– API Key/Secret (Read-only permissions recommended)
– Passphrase
– Optional remarks
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3. Follow-Trading API Configuration
Path: Follow-Trading Management > Follow-Trading API
1. Select a lead-trading account (optional during initial setup).
2. Define parameters:
– Follow Ratio: Default = 1
– Calculation Method:
– Direct Scaling: Follow Quantity = Lead Quantity × Ratio
– Balance Scaling: Follow Quantity = (Follower USDT Balance / Leader USDT Balance) × Ratio × Lead Quantity
– Reverse Trading: Mirror opposite positions of the lead trader.
4. Batch Assignment
Assign multiple followers to a leader:
1. In Lead-Trading API List, click “Set Followers”.
2. Select unassigned follow-accounts from the left panel.
3. Transfer to the right panel and confirm.
Operational Management
| Feature | Functionality |
|---|---|
| Auto-Start | Follow-trading activates upon API connection; requires enabled lead-trading. |
| Logs | Diagnose failed orders or synchronization issues. |
| Live Stats | Track P&L, win rate, risk-reward ratios, and detailed transaction history. |
FAQs
Q1: Can I modify follow ratios after activation?
Yes, adjust ratios anytime via the follow-trading API settings.
Q2: What’s the difference between direct and balance scaling?
- Direct: Fixed quantity multiples.
- Balance: Dynamically scales based on relative account sizes.
Q3: How does reverse trading work?
It opens opposing positions (e.g., sells when leader buys) for hedging strategies.
Q4: Are there browser compatibility requirements?
Use updated Chrome, Edge, or Firefox for optimal performance.
Q5: How to troubleshoot failed orders?
Check the Follow-Order Logs for error codes and synchronization status.
Best Practices
- Start Small: Test with minor follow ratios before full deployment.
- Monitor Regularly: Review logs and stats weekly.
- Secure Credentials: Never share API keys with full trading permissions.
By implementing these steps, you’ll optimize your automated trading strategy while minimizing risks. For further enhancements, consider integrating additional risk-management modules.