Why does OKX ask for a passphrase as well as an API key?

OKX uses a passphrase as a third credential alongside the API key and secret. You create it when setting up the key and enter all three credentials when connecting to TradeChainly.

I lost my OKX passphrase. What should I do?

Create a new API key in OKX with a new passphrase, then reconnect it to TradeChainly.

Does TradeChainly support OKX perpetual swaps?

Yes. Perpetual swaps sync alongside spot trades and can be reviewed together, with market type available as a filter and reporting dimension.

What permissions should the OKX key have?

Use read-only permissions. TradeChainly only needs access to the order and trade history required for syncing.

Exchange

OKX Trading Journal

Connect OKX to TradeChainly and keep your spot and futures trading history organized in one place.

Connect OKX

Jump to the setup steps

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OKX

Spot and Futures

ConnectRead-only API key

AlsoCSV upload and manual entry

AccessRead-only, no trading, no withdrawals

OKX specifics

What catches people out on OKX

Worth knowing 1

OKX uses three credentials: an API key, secret and passphrase. You need all three when connecting the account.

Worth knowing 2

Choose and save your passphrase when creating the API key so you have it ready when connecting to TradeChainly.

Worth knowing 3

OKX perpetual swap symbols are normalized on import so they appear consistently alongside the rest of your trading history.

After you connect

Connect once. Your journal stays up to date

New trades flow into TradeChainly automatically, where they are organized for reports and ready to explore with AI Coach in Claude or ChatGPT.

OKXConnected

Closed trades
Fills
Fees
Timestamps

Syncing automatically

TradeChainlyStructured and ready

Fills organized
Fees included
Timestamps aligned

ReportsYour trading, always ready to review

See your reports

AI CoachAsk about your trading

Which mistakes cost me the most?

Chased Entry was your biggest drag in this sample, based on 48 trades.

See how AI Coach worksSample account

Read-only syncNo trading or withdrawals.
Reports stay currentNew trades are added automatically.
Ask in plain languageExplore your own trading with AI Coach.

OKXConnected

Closed trades
Fills
Fees
Timestamps

Syncing automatically

TradeChainlyStructured and ready

Fills organized
Fees included
Timestamps aligned

ReportsYour trading, always ready to review

See your reports

AI CoachAsk about your trading

Which mistakes cost me the most?

Chased Entry was your biggest drag in this sample, based on 48 trades.

See how AI Coach worksSample account

Read-only syncNo trading or withdrawals.
Reports stay currentNew trades are added automatically.
Ask in plain languageExplore your own trading with AI Coach.

Establishing Connection

Log in to your OKX account, then hover over the profile button in the top-right corner, and select API and connections from the dropdown menu.

Click on Create API key on the right side.

Enter a name for your API.

Under Account, select your account if necessary.

Under Used for, choose API Trading.

Leave the IP address allowlist empty as it is.

Under Permissions, leave only the READ option selected (this is the default).

Fill in a passphrase and click Submit all to generate the API key.

Copy your API Key, API Secret, and API Passphrase here.

Click on Sync.

File Upload

In the top-right corner, hover over the Assets dropdown and select Order Center.

Click on the Trading history tab.

On the right side, click on the Download button.

Leave the Instrument set to All.

Select your desired date range.

Set the Time zone to UTC+0 (very important).

Leave Set report settings unchecked and make sure CSV is selected (NOT PDF).

Click on the Export button and wait for the download link to appear in the table below.

Click on the Save local copy button to download the file.

Once downloaded, unzip the .csv file.

Upload the exported file here.

Frequently Asked Questions

Still have questions?

Can't find the answer you're looking for? Please chat with our friendly team.

Exchange

OKX Trading Journal

OKX

OKX specifics

What catches people out on OKX

After you connect

Connect once. Your journal stays up to date

Establishing Connection

File Upload

Frequently Asked Questions

Still have questions?

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