How to Set Up an OKX Signal Trading Bot Using TradingView

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

For a comprehensive guide on alert message specifications, refer to the Alert Message Specifications section.

If you encounter issues, consult the FAQ guide—a valuable resource for troubleshooting product-related challenges.

Step 1: Access the Signal Bot

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

Step 2: Create Your Signal

• Click Add Custom Signal to begin.
• Name your signal and add an optional description (max 500 characters).
• Select Create Signal to proceed.

After clicking Create, you’ll see a page prompting you to:

1. Add the Webhook URL (auto-generated by OKX).
2. Configure AlertMsg Specifications for TradingView notifications.

Two Alert Configuration Methods:

1. TradingView (Strategy Scripts): For users leveraging strategy.*() functions.
2. Custom (Indicators/Third-Party Tools): For broader use cases, including chart alerts and third-party programs.

Pine Script™ Overview: Strategy vs. Indicator

| Feature | Strategy Scripts | Indicator Scripts |
|-----------------------|------------------------------------------|---------------------------------------|
| Purpose | Backtesting/live trading | Technical analysis |
| Broker Emulator | Yes | No |
| Resource Intensity| Higher | Lower |

👉 Learn more about Pine Script™ best practices

Step 3: Configure TradingView Alerts

3.1 TradingView Strategy Scripts

1. Save & Add Script: Configure your strategy in Pine Editor and attach it to the chart.

2. Set Order Parameters: Align order size (USDT/contracts/% of equity) with OKX requirements.

   • Example for USDT-based orders:

     {
       "investmentType": "base",
       "amount": "{{strategy.order.contracts}}"
     }

3. Create Alert:

   • Condition: Order fills only.
   • Message: Paste OKX’s AlertMsg template.
   • Webhook URL: Enter the URL from OKX.

3.2 TradingView Indicators/Studies

1. Attach your indicator to the chart.
2. Set AlertCondition (e.g., MACD Golden Cross).
3. Use OKX’s ENTER_LONG/EXIT_SHORT message templates.

3.3 Chart Analysis Alerts

1. Set conditions (e.g., RSI-14 crossing 30).
2. Add OKX AlertMsg specifications.

3.4 Third-Party Programs

• Send signals via Python/webhooks (see Appendix B for sample code).
• Contact OKX support to whitelist IPs.

Step 4: Set Up Your Signal Bot

1. Basic Settings:

   • Trading pairs, leverage, margin allocation.

2. Advanced Options:

   • Order type (market/limit).
   • Take-profit/stop-loss levels.
3. Confirm to launch the bot.

Step 5: Manage Your Bot

• Monitor Performance: Track history, open positions, and orders.
• Adjust Margin: Add/remove funds as needed.
• Manual Orders: Override signals for specific trades.
• Stop Bot: Closes all positions and cancels orders.

Appendix

A. Example: MACD Alert Script

//@version=5
indicator("MACD Sample Script", overlay=true)
goldenCross = ta.crossover(macdLine, signalLine)
alertcondition(goldenCross, "MACD Golden Cross", "")

B. Python Webhook Request

signal_data = {
  "action": "ENTER_LONG",
  "instrument": "BTC-USDT-SWAP",
  "signalToken": "YOUR_TOKEN",
  "timestamp": datetime.utcnow().isoformat(),
  "investmentType": "percentage_balance",
  "amount": "100"
}
response = requests.post(LIVE_TRADING_URL, json=signal_data)

C. Sample Scripts

• RSI Strategy
• Turtle Trading Rules

FAQ

Q1: How do I troubleshoot signal delays?
A1: Check your webhook URL and TradingView subscription status.

Q2: Can I use custom indicators?
A2: Yes—configure alerts using the Custom method.

Q3: What leverage is recommended for beginners?
A3: Start with 5–10x to manage risk.

👉 Explore advanced signal strategies