How to Set Up an OKX Trading Bot with TradingView Signals

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Automated trading has become increasingly accessible, and with the integration between OKX and TradingView, users can now seamlessly configure a signal bot to execute trades based on real-time alerts. Whether you're a strategy developer, technical analyst, or third-party signal provider, this step-by-step guide will help you connect your TradingView signals to an OKX trading bot for automated, efficient, and precise trading.

By following this guide, you’ll learn how to set up your signal, configure alerts correctly, and manage your bot with advanced settings like leverage, position sizing, stop loss, and take profit—maximizing your trading potential.

Step 1: Access the Signal Bot on OKX

Log in to your OKX account, then navigate through the platform as follows:

This opens the gateway to building a fully automated trading system powered by your own strategies or third-party signals from TradingView.

👉 Start automating your trading strategy today with powerful tools

Step 2: Create Your Trading Signal

Click Add Custom Signal to start creating your personalized trading signal.

You’ll be prompted to:

Once completed, select Create Signal to proceed.

After creation, you’ll be directed to a new page displaying two critical pieces of information:

These are essential for connecting your TradingView alerts to OKX. Keep this page open—you’ll need both elements in the next steps.

Understanding Pine Script: Strategy vs Indicator

Before configuring alerts, it’s important to understand the difference between two types of Pine Script™ scripts used in TradingView:

1. TradingView Strategy Scripts

These scripts are designed for backtesting and forward testing on live markets. They use strategy.entry() and other strategy functions that simulate trade execution through Pine Script’s broker emulator. Results appear in the Strategy Tester panel below the chart.

If you're using a Pine Script strategy with built-in order logic, follow the Strategy Script Guide.

2. TradingView Indicator (Study) Scripts

Indicators perform calculations but do not support backtesting or simulated order execution. Known as "studies" in Pine Script v4+, they consume fewer resources and run faster than strategies.

If you’re using custom indicators, chart-based analysis, or third-party tools, use the Custom/Indicator Method instead.

Step 3: Configure TradingView Alerts

Open TradingView.com, choose your preferred trading pair (e.g., BTC-USDT-SWAP), and ensure you're viewing the correct perpetual contract supported by OKX.

Now, depending on how your signal is generated, follow one of the four methods below.

Method A: TradingView Strategy Scripts

Use this method if you're working with a Pine Script strategy that includes strategy.entry() or similar functions.

Step 1: Set Up Your Strategy

Step 2: Configure Strategy Settings

Step 3: Align Order Size with OKX

Ensure compatibility between TradingView and OKX by correctly mapping order values. OKX expects the "amount" field to reflect base currency units (e.g., BTC), so configure accordingly:

Option 1: Order Size in USDT

Set "investmentType": "base" and "amount": "{{strategy.order.contracts}}"
Since {{strategy.order.contracts}} represents base currency quantity (not quote), this aligns directly with OKX.

{
  "id": "{{strategy.order.id}}",
  "action": "{{strategy.order.action}}",
  "instrument": "{{ticker}}",
  "signalToken": "********",
  "timestamp": "{{timenow}}",
  "maxLag": "60",
  "investmentType": "base",
  "amount": "{{strategy.order.contracts}}"
}
Option 2: Order Size in Contracts

Note: “Contract” means different things on TradingView vs OKX.
On TradingView, 1 contract = 1 unit of base asset (e.g., 1 BTC).
On OKX, BTC-USDT-SWAP = 0.01 BTC per contract.

To align:

This ensures proper scaling when translated to OKX contract sizes.

Option 3: Order Size as % of Equity

While possible, backtested equity calculations may not reflect live performance accurately. For reliability, prefer fixed USDT or contract-based sizing.

Step 4: Create the Alert

💡 A paid TradingView subscription is required to use Webhook alerts.

Method B: Custom Indicator or Study Scripts

For users leveraging Pine Script indicators (e.g., MACD crossovers):

Step 1: Add Script to Chart

Step 2: Create Alert

⚠️ OKX supports four action types: ENTER_LONG, EXIT_LONG, ENTER_SHORT, EXIT_SHORT. Select the correct one based on your trading logic.

Step 3: Add Webhook

Method C: Chart-Based Technical Analysis

For traders using drawing tools or basic indicators (e.g., RSI > 30):

Step 1: Create Manual Alert

🔗 Learn more about OKX alert message specifications

Step 2: Connect via Webhook

Method D: Third-Party Software Integration

Signal providers using external platforms (e.g., Python scripts) can push signals directly via HTTP POST requests.

Here’s an example using Python:

import requests
import datetime
import json

signal_data = {
    "action": "ENTER_LONG",
    "instrument": "BTC-USDT-SWAP",
    "signalToken": "your_token_here",
    "timestamp": datetime.datetime.utcnow().strftime('%Y-%m-%dT%H:%M:%S.%fZ'),
    "maxLag": "2000",
    "investmentType": "percentage_balance",
    "amount": "50"
}

response = requests.post('https://www.okx.com/join/8265080algo/signal/trigger', json=signal_data)
print(response.status_code, response.json())
🔒 If sending from a fixed IP address, contact OKX customer support to whitelist your endpoint. Otherwise, signals may be rejected.

Step 4: Configure Your Signal Bot

Now that your signal is active, return to OKX and create your bot:

Click Create Bot, then configure:

Basic Settings

⚠️ Leverage amplifies both gains and losses—choose wisely based on risk tolerance.

Advanced Settings

You can define these parameters either at the bot level or let them be dynamically controlled by incoming alerts.

Once configured, click Confirm to launch your bot.

👉 Maximize your strategy’s potential with automated execution

Step 5: Monitor and Manage Your Bot

Congratulations! Your signal bot is now live and executing trades based on real-time alerts.

Access full control via:

Key Management Features

1. Adjust Margin

Add or withdraw funds anytime based on performance or market outlook.

2. Place Manual Orders

Override automation when needed—enter, scale in/out of positions manually.

3. Close Open Positions Instantly

One-click closure at market price with confirmation prompt.

4. Stop the Bot

Two ways:

Stopping closes all open positions and cancels pending orders. Remaining assets return to your trading account.

Frequently Asked Questions (FAQs)

Q1: What is a TradingView webhook?

A webhook allows TradingView to send real-time data (like trade signals) to external services such as OKX. It enables automated trading without manual intervention.

Q2: Can I use free TradingView alerts with OKX?

No. Webhook functionality requires a Pro, Pro+, or Premium TradingView plan. Free accounts cannot send data to external URLs.

Q3: Why isn’t my bot executing trades?

Common causes include:

Q4: How do I test my signal before going live?

Use demo mode in TradingView or send test alerts to verify connectivity. You can also simulate executions using small amounts initially.

Q5: Can I run multiple bots with one signal?

Yes. One signal can feed multiple bots across different pairs or configurations—ideal for portfolio diversification.

Q6: Is there a delay between signal and execution?

Delays depend on network speed and "maxLag" setting. We recommend setting "maxLag" between 60–2000 milliseconds to balance responsiveness and reliability.

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