OKX's strategy trading portal is conveniently located in the trading section of the APP homepage or under the top navigation menu on the web version. The platform offers ready-to-use templates for grid trading, dollar-cost averaging (DCA), take-profit/stop-loss, and more—perfect for beginners who want to start automated trading without coding knowledge.
The Growing Popularity of Strategy Trading in Crypto
Strategy trading has gained significant traction among crypto users as a smarter, more automated alternative to manual trading. By preset logic, these strategies can execute various operations like DCA, grid trading, high-frequency trading, and arbitrage—saving time and effort while optimizing market opportunities. OKX has developed this feature into a mature and user-friendly module.
👉 Discover how OKX's automated trading can maximize your crypto profits
Finding OKX's Strategy Trading Portal
Web Version:
- Log in to OKX official website
- Click "Trade" in the top navigation bar
- Select "Strategy Trading" from the dropdown menu
- You'll enter the strategy trading panel, where you can choose coins, templates, and parameters
Mobile APP:
- Open the OKX APP and go to the homepage
- Scroll down to the "Trading" section
- Tap the "Strategy Trading" module (labeled with "Grid," "DCA," etc.)
- Browse available templates and past strategy records
If you don't see it on the homepage, navigate to the "Trade" tab at the bottom and click the "Strategy" label at the top.
Top Strategy Templates for Beginners
1. Grid Trading Strategy
- Best for: Range-bound markets
- How it works: Automatically buys low and sells high within a set price range
2. Dollar-Cost Averaging (DCA) Strategy
- Best for: Long-term investors
- How it works: Automatically buys a fixed amount at regular intervals (daily/weekly)
3. Take-Profit/Stop-Loss Strategy
- Best for: Traders with clear profit targets
- How it works: Automatically closes positions when reaching preset profit or loss levels
4. Trailing Take-Profit Strategy
- Best for: Trending markets
- How it works: Dynamically adjusts the take-profit level as the price rises
👉 Learn how to customize these templates for higher returns
How to Choose the Right Strategy Template?
Your selection should align with your goals and risk tolerance:
- For passive, long-term accumulation: DCA
- For hands-off trading in sideways markets: Grid
- For active traders: Combine take-profit/stop-loss with trailing take-profit
- For risk-averse users: Opt for simpler, stable-yield strategies
OKX provides estimated yield ranges and historical backtesting data for each template—use them as references.
Can You Adjust Strategies After Launch?
Most strategies allow real-time adjustments:
- Modify parameters (e.g., grid price range)
- Add more funds
- Pause or terminate strategies
- Track performance and trade history
All changes sync across web and APP via the "My Strategies" dashboard.
Risks and Key Considerations
While automated, strategy trading isn't risk-free. Remember:
- Strong trending markets may disrupt grid strategies
- Overly tight take-profit/stop-loss settings trigger frequently
- DCA requires commitment during bear markets
- Always set investment limits to manage risks
Your decisions—not the tools—determine success. Start with mainstream coins and OKX-recommended templates to develop your trading style.