Connecting your OKX exchange account to portfolio tracking platforms like Kryptos requires proper API setup. This comprehensive guide walks you through the entire process while highlighting essential security considerations.
Prerequisites for OKX API Integration
Before starting, ensure you have:
- Active OKX exchange account
- Two-factor authentication (2FA) enabled
- Secure password manager for credential storage
Step-by-Step OKX API Setup
Part 1: Creating API Keys on OKX
- Log in to your OKX account using your credentials
Locate Profile Settings:
- Click the profile icon in the top-right corner
- Select API from the dropdown menu
Generate New API Key:
- Choose "Create New Key"
- Assign a descriptive name (e.g., "Kryptos_Tracking")
Security Configuration:
- Create a strong passphrase (store this securely)
- Optional: Whitelist Kryptos IP addresses for enhanced security
Set Permissions:
- Select Read-Only access (never enable trading permissions for tracking)
Finalize Creation:
- Complete 2FA verification
- Copy both API Key and Secret (they won't be displayed again)
👉 Need an OKX account? Get started here
Part 2: Connecting to Kryptos Platform
Access Kryptos Dashboard:
- Sign in via Google authentication
- Navigate to Wallets/Exchanges section
Add OKX Integration:
- Search or select OKX from supported exchanges
- Choose "Import using API Keys"
Enter Credentials:
- Paste your OKX API Key and Secret
- Input your stored passphrase
Import Settings:
- Select automatic transaction import (recommended)
- For custom date ranges, use Advanced Options
Important Technical Considerations
- Data Limitations: OKX API provides only 3 months of historical data
- Alternative Methods: For older transactions, use CSV file imports
Security Best Practices:
- Rotate API keys quarterly
- Never share credentials via email/unsecured channels
- Monitor connected applications regularly
Frequently Asked Questions
How often should I update my OKX API keys?
We recommend regenerating new API keys every 90 days as part of routine security maintenance. OKX automatically expires keys after this period.
What if I need transaction history beyond 3 months?
For comprehensive historical tracking:
- Export OKX transaction history as CSV
- Manually upload files to Kryptos
- Combine with API data for complete records
Why only use read-only permissions?
Read-only access prevents potential security breaches from compromising trading capabilities while still enabling accurate portfolio tracking.
👉 Explore advanced portfolio analytics on OKX
Troubleshooting Common Issues
- Authentication Failures: Verify 2FA codes are current and passphrases match exactly
- Missing Transactions: Check date ranges and ensure API hasn't expired
- Connection Errors: Confirm whitelisted IPs (if used) match Kryptos servers
Always maintain secure backups of your API credentials in encrypted storage solutions. For enterprise users, consider implementing dedicated API management systems for enhanced control over third-party integrations.