6DuckLearn Skills

trading plan generator

Integrate OKX real-time market data (price, candlestick, open interest, funding rate, technical indicators) with CoinGlass on-chain data (long-short ratio, large holder positions, liquidation heatmap) to build a 6-dimensional signal scoring system, outputting a comprehensive trend judgment from -100 to +100. Supports all categories including spot, perpetual contracts, delivery contracts, and options, covering three directions: long, short, and sideways. The core highlight is the three-tier risk plan—conservative, moderate, aggressive—each providing precise entry ranges and specific stop-loss price levels (not vague descriptions).

finance Tags: okx, trading, community, okx-marketplace, finance, execution

6DuckLearn provenance: Community skill by BryanX, mirrored from the OKX Skills Marketplace (https://www.okx.com/en-sg/agent-tradekit/skills/trading-plan-generator). 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.

Trading Plan Generator

Compliance notice: This skill outputs objective market data and structured trade frameworks only. All prices and signals are sourced from public APIs. Interpretation and execution decisions remain solely with the user. Always append a disclaimer that outputs are not investment advice.

Generates professional crypto trading plans by combining OKX TradeKit market data with CoinGlass on-chain signals. Supports spot, perpetual swap, delivery futures, and options. Outputs a structured text plan with three risk tiers and a 6-dimension signal weight breakdown.

Skill routing

  • This skill (trading plan, strategy, risk management) → trading-plan-generator
  • Market data only (price, candles, indicators) → okx-cex-market
  • Place / cancel / amend orders → okx-cex-trade
  • Account balance / positions / P&L → okx-cex-portfolio
  • Grid / DCA bots → okx-cex-bot

Data Sources

Primary — OKX TradeKit MCP (no setup required): MCP tools: market_get_ticker, market_get_candles, market_get_indicator, market_get_funding_rate, market_get_open_interest, market_get_orderbook

Fallback — OKX TradeKit CLI (if MCP unavailable):

npm install -g @okx_ai/okx-trade-cli
okx market ticker BTC-USDT   # verify install

Optional — CoinGlass MCP (provides L/S ratio, liquidation, whale data): See https://github.com/gpsxtreme/mcp-coinglass for setup. If unavailable, use CoinGecko + OKX TradeKit as fallback (see Step 2).

Step 1 — Collect User Intent

If the user's message already contains all required fields, skip to Step 2. Otherwise, ask for the missing items in one message (do not ask one-by-one).

Required:

Field Examples
交易标的 BTC、ETH、SOL
交易类型 现货 / 永续合约 / 交割合约 / 期权（可多选）
方向预期 看多 📈 / 看空 📉 / 震荡 ↔️
时间框架 短线 <1天 / 中线 1-7天 / 长线 >7天
最大亏损容忍 账户的 2% / 5% / 10%
最大杠杆 3x / 5x / 10x / 无杠杆
单笔仓位上限 总资金的 5% / 10% / 20%

Optional (use defaults if not provided):

  • 信号偏好（是否优先链上数据、情绪数据、大户持仓）
  • 交易所偏好（默认 OKX）

Step 2 — Gather Market Data

For any command or tool that fails, mark the field ⚠️ 数据不可用 and continue.

instId format: spot BTC-USDT · swap BTC-USDT-SWAP · futures BTC-USDT-250328

OKX TradeKit MCP (primary)

market_get_ticker(instId=<instId>)                          # price and 24h stats
market_get_open_interest(instId=<instId>, instType="SWAP")  # OI (SWAP/FUTURES only)
market_get_candles(instId=<instId>, bar="1H", limit=48)     # 1H candles
market_get_candles(instId=<instId>, bar="4H", limit=30)     # 4H candles
market_get_indicator(instId=<instId>, indicator="rsi",  bar="1Dutc")   # RSI daily
market_get_indicator(instId=<instId>, indicator="macd", bar="1Dutc")   # MACD daily
market_get_indicator(instId=<instId>, indicator="ema",  bar="1Dutc")   # EMA daily
market_get_funding_rate(instId=<instId>)                    # funding rate (SWAP only)

OKX TradeKit CLI (fallback if MCP unavailable)

okx market ticker <instId>
okx market open-interest --instType SWAP --instId <instId>
okx market candles <instId> --bar 1H --limit 48
okx market candles <instId> --bar 4H --limit 30
okx market indicator rsi <instId> --bar 1Dutc
okx market indicator macd <instId> --bar 1Dutc
okx market funding-rate <instId>

CoinGlass MCP tools (if available)

Data Tool
资金费率 coinglass_funding_rate
多空比 (L/S Ratio) coinglass_long_short_ratio
清算数据 coinglass_liquidation
大户持仓 coinglass_top_trader_position

CoinGecko fallback (when CoinGlass is unavailable)

Call the CoinGecko free API to supplement missing context:

GET https://api.coingecko.com/api/v3/coins/{coin_id}?localization=false&tickers=false&market_data=true&community_data=true
  • coin_id: e.g., bitcoin, ethereum, solana

CoinGecko supplements: market cap, price change %, sentiment votes, ATH distance, 24h volume context.

CoinGecko limitations — it cannot replace CoinGlass for:

  • 多空比 (L/S Ratio) → mark ⚠️ 数据不可用
  • 清算数据 → mark ⚠️ 数据不可用
  • 大户持仓变化 → mark ⚠️ 数据不可用

资金费率: use OKX market_get_funding_rate as the primary source (full replacement for CoinGlass on this dimension). OI 变化趋势: use OKX market_get_open_interest (full replacement).

Step 3 — Analyze Signals

Load references/signal-framework.md for the full weight table, scoring rules, and interpretation guide.

Quick reference — default weights:

OI 变化趋势        20%   (OKX TradeKit MCP/CLI)
多空比 L/S Ratio   20%   (CoinGlass → ⚠️ 不可用时记 0)
资金费率           15%   (OKX TradeKit MCP/CLI, or CoinGlass)
清算数据           15%   (CoinGlass → ⚠️ 不可用时记 0)
大户持仓变化       15%   (CoinGlass → ⚠️ 不可用时记 0)
OKX 内置信号       15%   (OKX TradeKit MCP market_get_indicator)

Compute a composite signal score (−100 to +100). Score > +30 = bullish bias; < −30 = bearish bias; −30 to +30 = neutral/range.

Step 4 — Output: Structured Trading Plan

Output the full plan in this exact structure (in Chinese, with English labels for prices/numbers):

════════════════════════════════════════
  交易计划 — {标的} {交易类型}
  生成时间：{timestamp}  |  市场环境：{看多📈 / 看空📉 / 震荡↔️}
════════════════════════════════════════

【市场信号概览】
综合信号得分：{score}/100  →  {结论}

| 信号维度       | 读数                  | 权重 | 分项得分 |
|----------------|-----------------------|------|----------|
| OI 变化趋势    | {value}               | 20%  | {±pts}   |
| 多空比 L/S     | {value}               | 20%  | {±pts}   |
| 资金费率       | {value}               | 15%  | {±pts}   |
| 清算数据       | {value}               | 15%  | {±pts}   |
| 大户持仓       | {value}               | 15%  | {±pts}   |
| OKX 信号       | {value}               | 15%  | {±pts}   |

注：⚠️ 标注表示数据不可用，该项得分记为 0。

────────────────────────────────────────
【标的组合建议】
推荐交易对：{instId}
建议配置：{现货X% / 合约Y% / 期权Z%}（基于用户风险框架）

────────────────────────────────────────
【三档交易计划】

▌低风险方案（适合：保守型 / 初次建仓 / 不确定性高时）
  入场区间：${entry_low} – ${entry_high}
  止损位：  ${stop_loss}（跌破则离场，无例外）
  止盈目标1：${tp1}
  止盈目标2：${tp2}
  建议仓位：总资金的 {x}%（≤ 用户设定上限）
  杠杆：    {n}x（≤ 用户设定上限）
  预期 R:R：1:{rr}

▌中风险方案（适合：有经验 / 信号较明确时）
  入场区间：...（同上格式）

▌高风险方案（适合：激进型 / 信号强烈时 / 需严格止损纪律）
  入场区间：...（同上格式）

────────────────────────────────────────
【风险总结】
市场风险评级：{1-10} / 10
主要风险：
  1. {risk_1}
  2. {risk_2}
  3. {risk_3}（可选）
建议止损策略：{hard-stop / trailing-stop / time-stop}

────────────────────────────────────────
【计划推理说明】
- {每个信号如何影响结论的 2-3 句话}
- 关键不确定性：{what could invalidate this plan}
- 计划失效条件：{specific price level or event that invalidates the thesis}

────────────────────────────────────────
⚠️ 免责声明：本交易计划由 AI 生成，仅供参考，不构成投资建议。
加密货币交易存在高风险，请独立判断并自行承担风险。
════════════════════════════════════════

Edge Cases

  • 杠杆/仓位超限：三档方案的杠杆和仓位必须严格在用户设定上限内，不得超出，即使信号极强
  • 方向与信号不一致：若用户说看多但信号显示看空（得分 < −30），明确提示矛盾并列出两种情景，不要强行生成看多计划
  • 数据不可用 > 3 项：超过 3 个信号无数据时，询问用户是否继续（用不完整数据生成示例计划）
  • 期权标的：需先调用 market_get_orderbook 或 okx option instruments --uly BTC-USD 获取有效 instId
  • 震荡方案：方向为震荡时，入场改为"区间上沿做空 / 区间下沿做多"的双向说明
  • instId 格式错误：若 ticker 命令失败，自动尝试 SWAP 格式（如 BTC-USDT-SWAP）并告知用户

Global Notes

  • 所有价格使用从 MCP 或 CLI 获取的真实数据；若不可用，明确标注 ⚠️ 示例数据
  • 止损位必须是具体价格，不能写"跌破支撑"等模糊描述
  • 每次输出后在末尾附上 3 条关键风险提示（精炼版）
  • 不需要用户确认即可运行 OKX 市场数据命令（只读）
  • CoinGlass MCP 工具调用失败时静默降级，不中断流程

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