Spot Margin Trading (Web Version) - A Comprehensive Guide

Understanding Spot Margin Trading

Spot margin trading is a leveraged trading method that allows you to borrow funds to amplify your trading positions. On OKX's unified account platform, opening a margin position creates corresponding long/short positions where you can monitor profits or losses from market fluctuations. Borrowed funds appear as liabilities on your position and cannot be withdrawn - closing the position repays these liabilities.

👉 Master margin trading strategies with OKX's advanced tools

Step-by-Step Trading Process

1. Fund Transfer

1. Navigate to [Assets Management] → [Fund Transfer]
2. Select your cryptocurrency (e.g., USDT)
3. Choose transfer from [Fund Account] to [Trading Account]
4. Enter the transfer amount
5. Click [Confirm]

2. Activating Margin Trading

1. Click [Trade] → [Spot] on the top-left navigation
2. Select your desired trading pair
3. Toggle the [Margin] switch to enable leveraged trading

3. Long Positions (Buying)

Opening a Position

1. Select [Cross/Isolated], [USDT Margin], and leverage ratio
2. Choose [Limit Order]

3. Enter:

   • Price
   • Quantity or amount
4. Click [Buy (Long) BTC] → [Confirm]

Closing Positions

• Manual Close: Select position → Enter price/quantity → Click [Close]

• Stop-Loss/Take-Profit:

  1. Select position → Click [Stop-Loss/Take-Profit]
  2. Set trigger prices and quantity
  3. Click [Confirm]
• Instant Close: Use [Market Close All] for immediate position liquidation

Note: Extreme market volatility may prevent order execution.

Position Monitoring

View key metrics in your [Positions] tab:

• Entry price
• Estimated liquidation price
• Initial margin
• P&L in USDT

Order Tracking

Check active orders under [Current Orders] where you can cancel pending orders.

4. Short Positions (Selling)

Opening a Position

Follow the same process as long positions, but select [Sell (Short) BTC] instead.

Closing Positions

Identical process to long position closing, including stop-loss/take-profit options.

FAQ Section

Q: What's the difference between cross and isolated margin?

A: Cross margin uses your entire account balance as collateral, while isolated margin restricts risk to funds allocated per position.

Q: How is leverage calculated in spot margin trading?

A: Leverage multiplies your buying power. For example, 5x leverage allows $500 position with $100 collateral.

Q: What happens if my position reaches liquidation price?

A: The system automatically closes your position to prevent further losses when collateral can't cover liabilities.

Q: Can I change my leverage after opening a position?

A: No, leverage can only be set when opening a position and remains fixed until closure.

👉 Start margin trading with OKX's risk management tools

Key Considerations

• Monitor your margin ratio regularly
• Set stop-loss orders to manage risk
• Understand liquidation mechanisms before trading
• Higher leverage increases both potential profits and risks

Remember: Margin trading carries significant risk of loss and isn't suitable for all investors.