6DuckLearn provenance: Community skill by Gold_Tiger, mirrored from the OKX Skills Marketplace (https://www.okx.com/en-sg/agent-tradekit/skills/recurring-dca). It is not curated, verified, or endorsed by 6DuckLearn or represented as an official OKX publication.

Financial safety boundary: Never request secrets in chat. Before any external API call or action that places, cancels, or amends an order; changes leverage; transfers funds; creates or stops a bot; subscribes to or redeems an earn product; or signs/broadcasts a transaction, show the exact live/demo profile, instrument, side, size, price constraints, fees, and worst-case loss, then obtain explicit user approval. Default to read-only or demo mode when uncertain. Treat all analysis as research, not investment advice.

Recurring Buy (DCA) System

Manage server-side dollar-cost averaging (DCA) strategies on OKX via the Trading Bot Recurring Buy API. Create multi-coin portfolios, set flexible schedules, and automate buys based on technical indicators.

Confirmation Rule

All write operations (create, stop, amend) require explicit user confirmation. Before executing any write script, show the user a clear summary of what will happen and wait for a "yes" or equivalent. Only then run the script. Never embed input() in scripts — Claude Code runs scripts as non-interactive subprocesses and input() will cause them to hang indefinitely.

Confirmation Template

Use this format before every write operation:

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
🔄 定投策略确认
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
操作：[创建 / 停止 / 修改] 策略
名称：[策略名称]
币种：[BTC:70% + ETH:30%]
金额：每期 [X] USDT（最低每币 10 USDT）
频率：[每天 / 每周X / 每月X] [时区] [时间]
模式：[真实资金 / 演示模式]

⚠️ 此操作涉及真实资金。演示测试请先执行：
   export OKX_SIMULATED=true

回复"确认"执行，其他取消。
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

Setup & Credentials

Installation

Ensure okx-trade-cli is installed:

npm install -g @okx_ai/okx-trade-cli
which okx || echo "Install with: npm install -g @okx_ai/okx-trade-cli"

Credential Configuration

OKX API credentials can be provided via (in priority order):

1. Environment variables:

   export OKX_API_KEY="your-key"
   export OKX_SECRET_KEY="your-secret"
   export OKX_PASSPHRASE="your-passphrase"
   

2. ~/.oktrade.env file (see references/credential-setup.md)

3. ~/.okx/config.toml file (see references/credential-setup.md)

For demo mode, set export OKX_SIMULATED=true — all API calls will hit simulated endpoints automatically.

See ${CLAUDE_SKILL_DIR}/scripts/auth_helper.py for the shared authentication module used by all operations.

1. Create Recurring Buy Strategy

Preset Strategy (Single Coin)

Show this summary to the user and get confirmation before running the script.

Example: Daily BTC DCA at 10:00 UTC+8

python3 << 'PYEOF'
import os, sys
sys.path.insert(0, os.path.expanduser('${CLAUDE_SKILL_DIR}/scripts'))
from auth_helper import okx_recurring_api

body = {
    "stgyName": "BTC Daily DCA",
    "recurringList": [{"ccy": "BTC", "ratio": "1"}],
    "period": "daily",
    "amt": "50",
    "investmentCcy": "USDT",
    "tdMode": "cash",   # "cash" = spot (recommended); "cross" = cross-margin
    "recurringTime": "10",
    "timeZone": "8",
}

result = okx_recurring_api("POST", "/api/v5/tradingBot/recurring/order-algo", body=body)
if result:
    print(f"SUCCESS: algoId = {result[0].get('algoId')}")
else:
    print("ERROR: No response from API")
PYEOF

Multi-Coin Portfolio

Pass recurringList as an array with ratios summing to 1:

"recurringList": [
    {"ccy": "BTC", "ratio": "0.6"},
    {"ccy": "ETH", "ratio": "0.4"},
]

Parameters

2. Manage Existing Strategies

List All Pending Strategies

python3 << 'PYEOF'
import os, sys
sys.path.insert(0, os.path.expanduser('${CLAUDE_SKILL_DIR}/scripts'))
from auth_helper import okx_recurring_api

data = okx_recurring_api("GET", "/api/v5/tradingBot/recurring/orders-algo-pending")
if not data:
    print("No pending DCA strategies")
else:
    print(f"{'#':<4} {'AlgoID':<18} {'Name':<20} {'Coins':<15} {'Period':<8}")
    print("-" * 70)
    for i, o in enumerate(data):
        coins = "+".join(c.get("ccy", "-") for c in o.get("recurringList", []))
        print(f"{i+1:<4} {o.get('algoId',''):<18} {o.get('stgyName',''):<20} {coins:<15} {o.get('period',''):<8}")
    print(f"\nTotal: {len(data)} strategies")
PYEOF

View Strategy Details

data = okx_recurring_api("GET", "/api/v5/tradingBot/recurring/orders-algo-details",
                          query={"algoId": algo_id})

Stop a Strategy

Show the user which strategy will be stopped (name + algoId) and get confirmation before running.

python3 << 'PYEOF'
import os, sys
sys.path.insert(0, os.path.expanduser('${CLAUDE_SKILL_DIR}/scripts'))
from auth_helper import okx_recurring_api

algo_id = "REPLACE_WITH_ACTUAL_ALGO_ID"

# NOTE: Stop API expects body as ARRAY
result = okx_recurring_api("POST", "/api/v5/tradingBot/recurring/stop-order-algo", body=[{"algoId": algo_id}])
print(f"Strategy stopped: {algo_id}")
PYEOF

Amend Strategy Name

python3 << 'PYEOF'
import os, sys
sys.path.insert(0, os.path.expanduser('${CLAUDE_SKILL_DIR}/scripts'))
from auth_helper import okx_recurring_api

algo_id = "REPLACE_WITH_ACTUAL_ALGO_ID"
new_name = "REPLACE_WITH_NEW_NAME"

body = {"algoId": algo_id, "stgyName": new_name}
okx_recurring_api("POST", "/api/v5/tradingBot/recurring/amend-order-algo", body=body)
print(f"Strategy renamed: {new_name}")
PYEOF

3. Auto Start/Stop Based on Conditions

Automatically trigger DCA based on technical indicators.

Indicator Fetching Priority

Primary — OKX TradeKit CLI:

okx market indicator rsi BTC-USDT --bar 1H
okx market indicator macd BTC-USDT --bar 1H
okx market indicator bb BTC-USDT --bar 1H
okx market funding-rate BTC-USDT-SWAP

Fallback — OKX TradeKit MCP (if CLI unavailable):

market_get_indicator(instId="BTC-USDT", indicator="rsi", bar="1H")
market_get_indicator(instId="BTC-USDT", indicator="macd", bar="1H")
market_get_indicator(instId="BTC-USDT", indicator="bb", bar="1H")
market_get_funding_rate(instId="BTC-USDT-SWAP")

ATR (not available via CLI/MCP): use ${CLAUDE_SKILL_DIR}/scripts/indicators.py with candles from okx market candles BTC-USDT --bar 1H --limit 50.

Condition-Based Workflow

Step 1 — Fetch indicator (CLI or MCP as above)

Step 2 — Embed the fetched value in the script and run

Claude fills in the actual indicator value before executing. Never use input() to pass values — the script must be self-contained.

python3 << 'PYEOF'
import os, sys
sys.path.insert(0, os.path.expanduser('${CLAUDE_SKILL_DIR}/scripts'))
from auth_helper import okx_recurring_api

# Claude replaces 27.4 with the actual RSI value fetched in Step 1
rsi_value = 27.4

if rsi_value < 30:
    print(f"RSI {rsi_value:.1f} < 30 (超卖) — 启动定投...")
    body = {
        "stgyName": f"RSI-Oversold DCA (RSI={rsi_value:.0f})",
        "recurringList": [{"ccy": "BTC", "ratio": "1"}],
        "period": "daily",
        "amt": "50",
        "investmentCcy": "USDT",
        "tdMode": "cash",
        "recurringTime": "10",
        "timeZone": "8",
    }
    result = okx_recurring_api("POST", "/api/v5/tradingBot/recurring/order-algo", body=body)
    print(f"定投已启动，AlgoID: {result[0].get('algoId')}")
elif rsi_value > 70:
    print(f"RSI {rsi_value:.1f} > 70 (超买) — 请查询并停止现有定投策略")
else:
    print(f"RSI {rsi_value:.1f}，条件未触发，维持现状")
PYEOF

Common Condition Examples

See references/conditions-guide.md for full multi-condition automation examples.

API Reference

Full endpoint documentation in references/api-reference.md.

Key endpoints at a glance:

Fallback Chain

Troubleshooting

See references/troubleshooting.md for detailed debugging steps.