You can use these tools effectively: Understand mechanics: learn how each tool works and the associated risks. Start small: begin with a small position to get comfortable with the tool. Monitor closely: keep a close eye on your positions, as advanced trading can be highly volatile. Explore our comprehensive range of indicators and tools to identify key resistance and support levels.

The advanced account mode now includes both multi-currency and portfolio margin modes. In this article, we’ll compare the scope of trading products, position mode, use of funds, risk management rules, and eligibility for using futures mode and multi-currency margin mode.

Open spot sell amount + Assets frozen in isolated margin mode orders frozenBal in details array Available equity The amount of assets that can still be used for spot sell orders in the cross-margin account, as well as isolated margin orders in multi-currency margin mode.

In multi-currency cross margin mode, your customized collateral cryptocurrencies are converted into their USD-equivalent value as margin for orders and positions. In portfolio margin cross-margin mode, your assets in different cryptocurrencies are converted into their USD-equivalent value as margin for orders and positions. You can turn on or off the auto-borrow function in both multi-currency and portfolio margin modes.

Simulating positions in multi-currency margin mode Navigate to Trade > Settings icon > Account mode > Multi-currency margin mode For details on the equity, MMR, and margin level in multi-currency margin mode, refer to Multi-currency margin mode: cross-margin trading.

To further enhance your trading, OKX will upgrade the collateral cryptocurrency setting in multi-currency margin mode. This upgrade allows you to trade cryptocurrencies removed as collateral in isolated margin mode.

In an effort to simplify the loan process, all future loan orders, both single and multi-collateral, will be aggregated and managed continuously under one Flexible Loan order, starting from July 13(UTC). This means the previous Single-collateral Loan interface will be offline. However, users will still be able to pay off any legacy Single-collateral Loan orders as normal on the Loan home page. Sincerely, OKX Team July 12, 2023 UTC

When users conduct transactions in multi-currency isolated margin mode, the overall adjusted equity in their accounts should be greater than or equal to the hold equity of the corresponding pending orders, and the available balance of this currency should be greater than or equal to the amount of the same currency required by the order. Isolated margin mode 1. In isolated margin mode, the margin pair users traded will be displayed in the form of margin positions, as shown below.

To further enhance your trading experience and improve the flexibility of capital and risk management, OKX will launch a feature for you to set your chosen cryptocurrencies as collateral in multi-currency margin mode. This feature allows you to select cryptocurrencies for cross-margin risk sharing in your account, providing greater flexibility in optimizing your trading strategies.

Manage these risks accordingly.How to check if the new discount rate rules have taken effect On the website, go to the following page. On the app, go to Market info and select Discount rates. If you’re an API user, query /api/v5/account/config. discountType will return 1 if the new tiers and calculations have taken effect. For more details on API changes, go to the change log. OKX team July 25, 2024

This sub-acccount will be in futures mode, offering you an isolated margin trading experience similar to that in multi-currency margin mode and portfolio margin mode. To continue trading with isolated margin, you can use future mode. For more details, refer to this product document. OKX team Oct 10, 2025

For API users If you use isolated margin in multi-currency margin mode or portfolio margin mode, you’ll receive error code 50072, indicating that support has been discontinued. Thank you for your continued support. We appreciate your trust in us and assure you of our best services at all times. OKX team 15 July, 2025

If the liability isn’t repaid by this date, OKX will be required to migrate all your Single-Collateral Loan orders to Multi-Collateral Loan orders. The effects of this will include that multiple collateral cryptos and multiple loan cryptos in Single-Collateral Loan will be merged into one Multi-Collateral Loan, which may have a negative impact on your loan-to-value ratio and increase your chances of liquidation.

This incident started when a substantially leveraged spot position was liquidated, which led to a domino effect liquidating multiple positions within flexible loan, margined spot trading, and multi-currency margin trading products. Some of our customers who had open trades or were part of the force liquidation were impacted. As we advised here, OKX has adjusted its relevant risk parameters and we will adjust the accounts of eligible users that were impacted.

To improve your trading experience, OKX will be implementing changes to the calculations of the initial margin requirement (IMR) for futures under one-way mode in spot and futures and multi-currency modes. The adjustment will take place from 8:00 am UTC on October 31, 2024 to 8:00 am UTC on November 8, 2024.