TrackExchange
OKX portfolio tracker
OKX’s unified account was built to blur the line between spot and derivatives margin, which is convenient for trading and confusing for accounting. What is my actual balance, across trading, funding and earn, is a question the account structure makes harder, not easier.
OKX
in TrueHold · read-only key
$52,400
Unified trading
11 assets
$36,400
+0.8%
Funding
4 assets
$9,200
0.0%
Earn
2 products
$6,800
+0.1%
TrueHold reads OKX through a direct integration with a read-only key and reassembles the answer: one balance across the account modes, with history, next to everything else you hold. The passphrase-protected key can read and do nothing but read.
How it connects
- 01
Create a read-only API key
In OKX: API keys, create, select Read permission only, set the passphrase. Trade and withdraw stay unticked and therefore impossible.
- 02
Paste key, secret and passphrase
OKX uses a three-part credential; TrueHold stores it encrypted and uses it for reading only.
- 03
Watch it assemble
Unified trading, funding and earn balances join your portfolio next to wallets and other exchanges.
What you will see
- Unified account, decoded
- Trading, funding and earn read together so the account structure stops hiding the total.
- Direct integration
- OKX is a first-class connection in TrueHold, not a generic adapter: account modes and history handled properly.
- Three-part key, zero authority
- Key, secret and passphrase with Read permission only. Withdrawal capability simply does not exist on the credential.
- Cross-venue PnL
- OKX activity lands in the same PnL math as your other exchanges and wallets, one definition across all of them.
Questions people ask
Read only. Do not grant trade or withdrawal permission; TrueHold neither needs nor wants them, and tracking works fully without them.
A third credential you set when creating the key. It travels with the key and secret, encrypted, and is required by OKX’s API for any access, including read-only.
Yes, instantly: delete the key in OKX’s API management. Access stops the moment the key is gone.
Not for tracking. OKX balances, history and PnL are on the free plan; Premium is for tax-ready exports and other extras, not for seeing your own money.
TrueHold refreshes the account continuously: a change on OKX shows up within minutes, and prices tick from live feeds. The dashboard is something you glance at, not something you re-sync by hand.
Both, each with its own read-only key. TrueHold keeps them apart where detail matters and sums them where the total does.
Yes, from both ends: revoke the key in OKX so nothing can be read, and remove the account in TrueHold so nothing already read is kept.
Keep reading
Self-custody
How read-only API keys work, and why they can’t move your funds
Jul 17, 2026 · 3 min
Self-custody
Can a read-only API key be used against you? An honest threat model
Aug 26, 2026 · 3 min
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OKX is one piece. TrueHold reads your wallets, exchanges and perps together, read-only, and turns them into one total with honest PnL.