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Spot cost price
spot, which only includes spot buy and sell Cost price = (Average cost price before last buy × Amount + Price of last buy × Amount) / Net buying amount PnL = (Last price – Cost price) × Net buying amount PnL Ratio = (Last price – Cost price) / Cost pricePublished on Jun 17, 2022Updated on Nov 6, 2025Product documentationAccounting methods and cost basis
What is "Cost Basis"? Cost basis is the total amount you paid to acquire a digital asset, including transaction fees, in US dollars. OKX uses the fair market value at the time of the transaction to determine this.Cost basis is used to calculate your capital gains or losses.Which methods for identifying digital assets sold does OKX support? OKX offers three methods to determine which assets are sold first: FIFO (First In, First Out): The oldest assets you buy are sold first.Published on Nov 4, 2025Updated on Feb 13, 2026FAQWorld Cup VIP Exclusive Gift Set FAQ
Riding the excitement of the World Cup, OKX is rewarding our VIP users with an exclusive gift set. The gift set contains an OKX limited-edition Mini Soccer ball, football jersey with personalized name and number on the back, among other items.How can I get the World Cup VIP Exclusive Gift Set? A snapshot will be taken on March 25, 2026, at 10:00 (UTC+8). Users who are VIPs at the time of the snapshot will be eligible to receive a World Cup VIP Exclusive gift set.Published on Dec 19, 2025Updated on Apr 6, 2026FAQ313Crypto profit & loss analysis (PnL) FAQ
What are the average cost price and cumulative cost price? The cumulative cost price includes both unrealized PnL and realized PnL when calculating returns. If you want to view the average purchase price of your recent spot trades, you can switch to the average cost price.You can go to the Trading page > tap the three dots in the top-right corner > Settings > Spot cost price type > switch between Average cost price and Cumulative cost price.Published on Apr 3, 2026Updated on Apr 6, 2026FAQCrypto Tax Reporting
Even though OKX may have users' cost basis, it's not required to report on Form 1099-DA cost basis information for transactions that occur in the 2025 calendar year.Published on Sep 24, 2025Updated on Feb 13, 2026FAQWhy is there a minimum deposit amount for non-BTC?
The minimum deposit amount is set to ensure the financial efficiency and effectiveness of each transaction, avoiding management costs and fee wastage from small deposits. Transaction efficiency: The platform sets a minimum deposit amount to ensure that each deposit has a certain financial value, preventing increased management costs due to small deposits.Published on Oct 16, 2024Updated on Sep 3, 2025FAQ32Tax Center General FAQ
Cost Basis: Starting with crypto acquired on OKX in Tax Year 2026 and sold on OKX in 2026 or later, the form will expand to include the cost basis for these "covered securities" (assets acquired on OKX after the regulation start date).When will I receive my tax forms? Form 1099-MISC: Available by February 2, 2026 (for those who earned $600+ in rewards/staking). Form 1099-DA: Available by February 17, 2026.Published on Nov 25, 2024Updated on Feb 13, 2026FAQ14Smart Arbitrage
With a 5x leverage, this roughly accounts for 0.26% of the cost.Published on Aug 8, 2024Updated on Mar 11, 2026Product documentationSpot DCA (Martingale)
For example, it is important to set up stop-loss orders to limit potential losses.Related articles DCA trading bot: how to start dollar-cost averaging (DCA) DCA trading bot: How to mitigate risk by dollar-cost averaging How do I dollar-cost average at OKX with DCA trading bots?Published on Apr 27, 2023Updated on Aug 5, 2025Product documentationRecurring Buy
Recurring Buy is a dollar-cost averaging (DCA) strategy for investing a fixed amount in crypto at your defined fixed intervals. An appropriate recurring approach in volatile markets allows you to buy crypto at a lower cost. 2. How do I set up a Recurring Buy bot? 2.1. Steps Overview Enter OKX on your PC or mobile and navigate to Trade, select Trading bot mode (at the top left corner on the web or top right corner on the mobile app), then click Recurring buy.Published on Jun 17, 2022Updated on Apr 1, 2025Product documentationWhat are the tax implications for CeDeFi trading?
It's solely users' responsibility to keep track of the cost basis of crypto assets within a self custody wallet and report realized gains / losses on income tax returns.Published on Nov 12, 2025Updated on Dec 17, 2025FAQDo I need to pay fees for deposit and withdrawal?
This is mainly due to the following: Operational costs: To ensure stable and reliable service, the fee includes a small portion to cover essential platform maintenance and operations. Transaction assurance: We dynamically adjust fees to manage network congestion and price fluctuations, ensuring your transactions are processed smoothly. Update timing: Fees are updated based on network conditions, so the amount shown may differ slightly from the real-time onchain gas cost at any given moment.Published on Jun 1, 2023Updated on Mar 16, 2026FAQ5,570ALL-IN Campaign terms and conditions
All applicable taxes, costs, and additional expenses associated with the acceptance and use of the prize are the sole responsibility of the Campaign prize recipient. Any and all applicable taxes and all fees and additional expenses, including connection, installation, and/or service costs, related to acceptance and use of the reward are the sole responsibility of the individual reward recipient.Published on Aug 18, 2025Updated on Nov 17, 2025FAQ1Futures DCA (Martingale)
What is the difference between Dollar-Cost Averaging (DCA) and Martingale strategy? Dollar-Cost Averaging (DCA) is an asset management strategy. It involves splitting one-off positions at multiple price levels to get a better average entry price when the market moves against the initial trade, and exiting the trade when the Take Profit target has been met. Martingale is one form of DCA. Martingale is a trading strategy based on the concept of doubling the trading size after every loss.Published on Apr 27, 2023Updated on Oct 9, 2025Product documentationIceberg strategy
Sample Case (BTC/USDT) A user would like to buy BTC at a price below 20,000 USDT and does not want to increase the cost. He can set an iceberg order Bot Parameters Range - Ratio (Price Variance): 0.1% Price limit: 20,000 USDT Average amount: 2 BTC Total amount: 100 BTC Run the Bot The system will automatically place an iceberg order. The order price will be the latest buy price*(1-Price variance 0.1%), and the amount of each order will be 50% to 100% of the average amount.Published on Jun 17, 2022Updated on Apr 1, 2025Product documentation