Understanding your digital asset portfolio is crucial for effective investment management. On the OKX platform (previously known as OKEx), checking asset details is straightforward whether you use the web version or mobile app. Here's a comprehensive guide:
Step-by-Step Guide to Accessing Asset Details
1. Log In to Your Account
- Visit the OKX official website or open the mobile app
- Enter your registered email/phone number and password
- Complete two-factor authentication if enabled
2. Navigate to Assets Section
- Web users: Click "Assets" tab in the top-right navigation bar
- App users: Select "Assets" from the bottom menu
3. Review Asset Overview
The dashboard displays:
- Total portfolio value (convertible to USDT, BTC, or fiat currencies)
Asset distribution across different accounts:
- Funding Account
- Trading Account
- Futures Account
- Earn products
4. Examine Detailed Breakdown
Click any cryptocurrency to view:
- Available balance
- Frozen amount (orders in progress)
- Current valuation
- Transaction history
- Daily P&L tracking
5. Advanced Features (Web Version Exclusive)
- Time filters: Analyze specific periods (7/30/90 days)
- Transaction type filters: Isolate deposits, withdrawals, or trades
- Export function: Download CSV/Excel reports for tax or accounting purposes
Pro Tips for Asset Management
- Regular Audits: Check balances weekly to detect unauthorized activity
- Tagging System: Label transactions for better organization
- Price Alerts: Set notifications for significant value changes
- API Integration: Connect to portfolio trackers like CoinMarketCap
👉 Master advanced portfolio tracking techniques
Common Issues and Solutions
| Problem | Solution |
|---|---|
| Missing assets | Check hidden coins toggle in settings |
| Delayed updates | Refresh page or wait 5 minutes |
| Incorrect valuation | Verify selected fiat conversion rate |
| Login failures | Clear cache or try incognito mode |
FAQs About OKX Asset Management
Q1: How often does OKX update asset valuations?
A: Prices refresh in real-time, while total valuations update every 2 minutes.
Q2: Can I view historical asset snapshots?
A: Yes, web users can access historical data through the "Reports" section.
Q3: Why are some assets frozen?
A: This occurs during active orders, staking periods, or security holds.
Q4: Is there a mobile notification option for large withdrawals?
A: Enable "Security Alerts" in account settings for transaction monitoring.
Q5: How do I hide small-balance assets?
A: Toggle "Hide Small Assets" in the Assets page filter options.
Security Best Practices
- Withdrawal Whitelisting: Pre-approve wallet addresses
- Device Management: Regularly review authorized devices
- API Key Restrictions: Limit permissions when using trading bots
- Phishing Prevention: Always verify you're on okx.com
👉 Explore OKX's security features in depth
For optimal asset management, combine OKX's native tools with personal record-keeping. Seasoned traders often maintain parallel spreadsheets for cross-verification, especially when dealing with multiple exchanges or complex tax situations. The platform's detailed export functionality makes this integration seamless.
Remember that thorough asset tracking forms the foundation of successful cryptocurrency investing. By leveraging OKX's comprehensive tools and following the methods outlined above, you'll gain complete visibility over your digital wealth, enabling smarter financial decisions in this dynamic market.