How to Set Up an OKX Signal Trading Bot with TradingView

With the launch of the Signal Bot, TradingView users and signal providers can now publish and configure Signal Bots using their TradingView signals. Follow this step-by-step guide to start trading with signals on OKX.

Step 1: Access the Signal Bot

1. Log in to your OKX account.
2. Navigate to Trade → Trading Bot → Marketplace.
3. Select the Signal Bot sub-tab and click Create.

Step 2: Create Your Signal

1. Click Add Custom Signal to create a customized signal.
2. Name your signal and add an optional description (up to 500 characters).
3. Click Create Signal to proceed.

Quick Overview: Pine Script™ "Strategy" vs. "Indicator"

• TradingView Strategy: Uses strategy.*() functions to simulate trades. Ideal for backtesting and live market testing.
• TradingView Indicator: Focuses on calculations without trade simulation. Faster execution but not designed for backtesting.

Step 3: Configure TradingView Alerts

Method A: For Strategy Script Users (strategy.*())

1. Configure Script: Save and add your strategy script to the chart.

2. Set Alert:

   • Under Alert Condition, select "Order Execution Only".
   • Paste the OKX AlertMsg template into the Message field.
   • Add the OKX-generated Webhook URL under Notifications.
3. Test: Ensure alerts trigger correctly.

Method B: For Indicator/Custom Script Users

1. Configure Script: Save and add your indicator script to the chart.

2. Set Alert:

   • Define a custom condition (e.g., MACD Golden Cross).
   • Use one of OKX’s four predefined messages (ENTER_LONG, EXIT_LONG, ENTER_SHORT, EXIT_SHORT).
   • Add the Webhook URL.
3. Test: Verify alerts match your trading logic.

👉 Optimize your TradingView alerts for OKX

Step 4: Create Your Signal Bot

1. Click Create Bot after setting up your signal.

2. Configure basics:

   • Trading Pairs: Select relevant perpetual swaps.
   • Leverage: Set your risk tolerance (e.g., 10x).
   • Investment: Allocate funds (USDT or % of balance).

3. Advanced settings (optional):

   • Order Type: Market or Limit.
   • Take Profit/Stop Loss: Define exit strategies.
4. Confirm and activate the bot.

Step 5: Monitor and Manage Your Bot

• Real-Time Tracking: View active positions and order history.
• Manual Adjustments: Add/remove margin or close positions manually.
• Stop the Bot: Halts all trading activity and returns remaining funds.

FAQ Section

Q1: Can I use free TradingView accounts for OKX Signal Bots?

A: No, a paid TradingView plan is required to access Webhook alerts.

Q2: How do I align TradingView’s "contract size" with OKX?

A: Adjust investmentType to "base" and set amount to {{strategy.order.contracts}} in your AlertMsg.

Q3: What if my third-party program uses fixed IPs?

A: Contact OKX support to whitelist your IP for external signal integration.

Q4: How do I troubleshoot failed signals?

A: Check the alert logs in TradingView and ensure your Webhook URL matches OKX’s provided link.

👉 Explore advanced Signal Bot strategies

Appendix: Sample Scripts & Templates

• Beginner RSI Strategy: TradingView Script Link