How do I use the OKX Wallet Smart Account for copy trading?
What's the copy trading feature?
The copy trading feature in OKX Wallet Smart Account allows you to automatically replicate the transactions of a specified on-chain wallet. You can customize how buy and sell orders are mirrored, and filter using advanced conditions such as market cap, liquidity, token creation time, and more. Take-profit/stop-loss settings are also supported.This feature is powered by OKX Wallet Smart Accounts, reducing execution delays and providing a smoother automated trading experience.
What are the requirements for using copy trading?
Currently, only Smart Accounts support the copy trading feature.
What are the settings for copy trading task parameter?
Before using copy trading, you must create and configure the task parameters. These determine how your buy, sell, and filtering conditions work, ensuring that each trade matches your preferences and risk appetite. You can configure the following parameters:
Task Name (customizable)
Target Network and Target Address (can't be changed after creation; create a new task if you need to modify it)
Buy Mode (choose one of the two options)
You may choose different quote tokens (for example, SOL, USDT, and more) for executing copy trades.
Note: this can't be changed after creation. Create a new task if you need to modify it.
Fixed Ratio | Buy the same token at a fixed ratio of the target address's purchase value. Buy Ratio: The proportion of the token purchased in copy trading. Max Buy Amount: The maximum quantity of the token purchased in copy trading. Skip Holdings: Option to avoid repeatedly buying tokens already held. |
Fixed Amount | Buy the token in copy trading based on a specified fixed quantity. Buy Amount: The fixed quantity of the token to purchase. Skip Holdings: Option to avoid repeatedly buying tokens already held. |
Sell Mode (optional; multiple modes can be selected or none at all)
You can enable a single mode or multiple modes simultaneously.
Copy Sell | Execute sell orders based on the selling ratio of the target address. However, only tokens purchased through copy trading will be sold, while existing holdings remain unaffected. Example: If you choose to follow target address A and address A sells 1 token T, the token T you purchased through copy trading will also be sold proportionally (for example, 1 token). |
Auto Sell | Set take-profit or stop-loss parameters. The system will calculate trigger sell prices based on the successful purchase price of each copy trade and the user-defined price fluctuation percentage. Enabling this mode does not prevent copy selling. Whether copy selling continues depends on whether the "Copy Sell" feature is enabled. |
Crypto Buy and Sell Filtering Conditions (optional, not required)
Target address’s buy value: filter by the target address’s buy amount (for example, follow only trades with > $100 value). Applicable to buy scenarios only.
Market Cap (Mcap): filter tokens by market-cap range (for example, only buy tokens with Mcap between 1M and 2M). Applicable to buy scenarios only.
Liquidity: filter tokens by liquidity range (for example, liquidity between 1K and 20K). Applicable to buy scenarios only.
Token age: filter by how long the token has existed (for example, buy tokens created within 60 seconds to 5 minutes). Applicable to buy scenarios only.
Token blocklist: exclude tokens added to your blocklist. Applicable to both buy and sell scenarios.
How do I use copy trading?
1. Create a copy trading task
Go to the OKX Wallet website → Copy trading → My Copy trading → Create Copy trading.
Create your copy trading in the Copy trading page
You can also browse on-chain wallets and their data via the Leaderboard list, then select Copy to quickly create a task.
Effortlessly copy your preferred trading from the Leaderboard page
2. Pause / Restart / Stop / Edit copy trading
After creating a task, you can check its status on the Copy trading page, pause or restart it, and view task-related PnL and other data.
Check or change the status of your copy trading at the Ongoing tasks section
On the individual copy trading task page, you can view all orders and transactions created by the task, and modify or stop the task.
Select Edit once you select the More option available on each trading under Action category
Edit your copied trade by selecting the Edit option
FAQ
1. Why should I use copy trading?
In traditional trading, you must manually monitor the target wallet for opportunities, often missing optimal entry or exit timing due to delays. Copy trading helps you:
Automatically replicate the target wallet’s actions
Customize token filtering rules
Execute trades automatically with fewer manual steps
Monitor PnL for copy-traded positions to better evaluate performance
2. Who is copy trading suitable for?
It is suitable for users who want to follow trending on-chain addresses, meme traders, or traders who wish to reduce the time spent manually monitoring the market.
3. What are the default token filtering rules?
Copy trading will not replicate trades involving mainnet tokens, wrapped mainnet tokens, or stablecoins like USDT and USDC. It'll also automatically filter out high-risk tokens.
4. How long does a copy trading task run?
You may set your own task duration, up to 3 months. Once expired, the task will stop automatically.
5. What task statuses exist?
Ongoing: Running normally
Paused: Task paused; all take-profit/stop-loss orders created by the task are also paused
Ended: Task terminated; all take-profit/stop-loss orders created by the task are automatically canceled
6. Why is copy trading Profit and Loss (PnL) different from Wallet PnL?
Copy trading PnL only reflects the profit/loss generated within that specific task.
It doesn't include overall wallet asset fluctuations, so differences will appear compared to the wallet’s total PnL display.
7. What happens if a token is fully sold?
The system will automatically cancel all active sell orders for that asset (for example, limit orders or TP/SL orders).
8. Why do transactions fail? Why does the task pause?
During trading, issues may occur due to insufficient network fees, insufficient native tokens, or insufficient balances of target tokens:
If network fees or native tokens are insufficient:
The order is canceled and the task is paused.If token balance is insufficient:
Buy orders: the follow-buy order fails and the task is paused
Sell/TP/SL orders: the order is canceled but the task continues running
9. What's the difference between Pausing and Stopping a task?
Pause: Temporarily stops the task; you may restart it manually.
Stop: Permanently ends the task. It will move from Ongoing to Past tasks.