Copy trading has become a powerful tool for both novice and experienced traders, allowing them to mirror the strategies of successful traders automatically. The OKX Copy Trading Software 3.1 Social Version is a streamlined solution designed to simplify this process on the OKX platform. While the social version is no longer available for public purchase, users can explore alternative versions and still benefit from its intuitive features.
This guide walks you through the full setup and usage of the software—no server setup, downloads, or technical expertise required. Once you’ve purchased access, you’ll receive login credentials and a web-based dashboard accessible via modern browsers like Microsoft Edge, Google Chrome, or Firefox.
👉 Discover how automated copy trading can boost your strategy with advanced tools.
How to Use the OKX Copy Trading Software
Using the software involves two core actions: binding a lead trader (master account) and connecting your follower account (sub-account). Let’s break this down step by step.
Step 1: Bind a Lead Trader (Master Account)
To follow a trader’s moves, you first need to identify their Trader ID.
- Visit the OKX Copy Trading Square: https://www.okx.com/join/BLOCKSTARcn/copy-trading
Or check the Top Traders list: https://www.okx.com/join/BLOCKSTARcn/copy-trading/recommend - Search for a trader—let’s use “He Guang Ye Tong Chen” as an example.
- Click into their profile. In the browser’s address bar, locate the unique string between the last
/and?—this is the Trader ID.
Example: Inhttps://www.okx.com/join/BLOCKSTARcn/copy-trading/profile/12345678?tag=, the ID is12345678.
Return to your copy trading software dashboard:
- Enter a recognizable account name (e.g., “He Guang Ye Tong Chen”) for easy identification.
- Paste the Trader ID.
- Click Confirm.
You can pre-bind multiple master accounts to easily switch between traders later.
Step 2: Connect Your Follower Account (Sub-Account)
To execute trades automatically in your own OKX account, you must link it using an API key with trading permissions.
If you don’t have an OKX account yet, register using an official unrestricted access link.
Creating an API Key
You can generate an API key either through:
- The OKX mobile app
- The OKX website dashboard
Ensure the API key has trading permission enabled, and consider enabling withdrawal protection for security.
Once created, return to the software interface to bind your follower account.
Key Settings Explained
| Field | Description |
|---|---|
| Account Name | A label for your sub-account (e.g., “Personal Futures”). |
| Max Usable Margin | Set to 0 to use 100% of your available balance. |
| Copy Ratio | Controls how much of the lead trader’s position size you replicate. |
| Stop-Loss Balance Threshold | If your balance drops below this value, all positions are closed and copying stops. |
| API Key & Secret | Paste your generated credentials here. |
| Password (if set) | Enter any additional API password you configured. |
Understanding Margin & Copy Ratio Strategies
There are three common ways to configure your margin and copy ratio:
1. Full Balance Replication (Dynamic Scaling)
- Copy Ratio: 1
- Max Usable Margin: 0
This mirrors the lead trader’s position proportionally based on your current balance. It’s a compounding model—profits increase your exposure; losses reduce it.
👉 Ideal for long-term growth with risk control.
⚠️ Recommendation: Keep the copy ratio ≤ 0.8 to avoid overexposure during high volatility.
2. Fixed Margin Allocation
- Copy Ratio: 1
- Max Usable Margin: Fixed amount (e.g., 5000 USDT)
Your positions are capped at this margin level regardless of balance changes. This provides stability but may fail to follow trades if equity falls too low.
💡 Pro Tip: Set the fixed margin slightly below your actual balance to reserve buffer funds for fees or drawdowns.
3. Match Master Trader’s Margin
- Set Max Usable Margin equal to the lead trader’s margin.
- Adjust Copy Ratio to ≤ (Your Balance / Master’s Margin)
For example:
- Master uses 10,000 USDT margin
- You have 5,000 USDT
- Safe Copy Ratio = 0.5
This avoids margin shortfall when large positions are opened.
👉 See how smart risk settings can protect your capital while maximizing returns.
How Position Size Is Calculated
The system dynamically calculates your trade size using this formula:
Actual Contracts = (Your Usable Margin * Lead Trader's Position Change * Copy Ratio) / Contract Value / Latest Market PriceThis ensures accurate scaling across different account sizes and market conditions.
Note: The software automatically follows the leverage and margin mode used by the lead trader—no manual input needed.
Final Steps: Activate & Monitor
After setting everything up:
✅ Double-check all fields
✅ Confirm API permissions
✅ Click Start Copying
You can pause or stop copying at any time without affecting your existing positions (unless stop-loss triggers).
The platform updates in real-time, reflecting new entries, exits, and adjustments made by the master trader.
Frequently Asked Questions (FAQ)
Q: Do I need to install software or rent a server?
A: No. The OKX Copy Trading Software runs entirely in your browser—no installation or server costs required.
Q: Can I follow more than one trader at once?
A: Yes. You can bind multiple master accounts and switch between them, though only one can be active at a time per follower account.
Q: Is my API key safe?
A: As long as you generate it from the official OKX site and never share your secret or enable withdrawal permissions, your funds remain secure.
Q: What happens if my balance drops below the stop-loss threshold?
A: All open positions will be liquidated, and copying will halt until you adjust the settings manually.
Q: Does the software work with spot trading?
A: Currently, it supports futures copy trading only. Spot replication is not included in version 3.1.
Q: Are there plans for new features in future versions?
A: Yes. Although the social version is no longer sold, updated versions are in development with enhanced analytics, multi-account management, and improved risk controls.
Core Keywords for SEO
- OKX copy trading software
- OKX futures copy trading
- Automated trading on OKX
- Follow master traders OKX
- Crypto copy trading guide
- Risk management in copy trading
- API-based trading automation
These keywords have been naturally integrated throughout the content to align with user search intent while maintaining readability and authority.
👉 Start optimizing your crypto strategy today with intelligent copy trading solutions.
By following this guide, you now have a complete understanding of how to set up and manage automated copy trading using the OKX ecosystem. Whether you're new to trading or looking to scale your performance, tools like these empower smarter decision-making with minimal effort.
Stay updated on upcoming releases and improvements—efficient, secure, and accessible trading is just a few clicks away.