How to check your crypto portfolio value on OKX?

Accessing Your OKX Dashboard

1. Log in to your OKX account using your registered email or phone number and password. Two-factor authentication must be enabled for enhanced security, so ensure you have access to your authenticator app or SMS verification.

2. Once logged in, you are automatically directed to the main dashboard. This interface displays an overview of your assets, including spot balances, futures positions, and available margin across different wallets.

3. The dashboard supports multiple views—switch between simplified and advanced modes depending on your preference. Simplified mode highlights total portfolio value and major cryptocurrencies, while advanced mode reveals granular details like unrealized P&L and funding rates.

4. Ensure your preferred fiat currency is selected for valuation. OKX allows users to toggle between USD, EUR, JPY, CNY, and other major currencies to display portfolio worth in real time.

Viewing Total Portfolio Value

1. At the top of the dashboard, locate the “Total Assets” section. This figure aggregates all holdings across spot, derivatives, earn products, and cross-chain wallets.

2. Tap or click on the eye icon to reveal or hide the exact balance. This privacy feature prevents shoulder surfing when using public devices.

3. Breakdowns by asset class appear directly beneath: spot wallet, futures wallet, savings accounts, and staking positions. Each segment shows individual token balances converted into your base fiat currency.

4. Historical data can be accessed by selecting time ranges such as 24H, 7D, or 1M to analyze how portfolio value has shifted over time.

Navigating Wallet Sections

1. Click on “Assets” in the main navigation bar to enter the wallet management area. Here, every cryptocurrency you hold is listed with its current market price, 24-hour change, and equivalent fiat value.

2. Use the search function to quickly find specific tokens, especially useful if managing a diversified portfolio with dozens of altcoins.

3. For each token, detailed information includes deposit and withdrawal addresses, network options, and associated fees. These details help verify transaction accuracy and avoid lost funds due to incorrect chains.

4. Internal transfers between wallets (e.g., from spot to futures) are reflected instantly, ensuring consistent tracking without double-counting or omissions.

Using OKX App for On-the-Go Tracking

1. Download the official OKX mobile application from the App Store or Google Play. Authenticate using biometrics or passcode after logging in.

2. The home screen mirrors the web dashboard, showing total portfolio value prominently at the top with expandable sections for each account type.

3. Push notifications can be customized to alert on significant price movements, order executions, or wallet activity, keeping users informed even when not actively checking the app.

4. QR code scanning enables fast deposits, while built-in charting tools allow quick analysis of asset performance directly from the portfolio view.

Frequently Asked Questions

How often is my portfolio value updated on OKX?Portfolio values update dynamically whenever there is a price change in the market or a new transaction affecting your balances. No manual refresh is required under normal connectivity conditions.

Can I track multiple sub-accounts on OKX?Yes, OKX supports sub-account structures for institutional and professional traders. Each sub-account’s value can be viewed independently or consolidated into a master portfolio summary.

Does OKX include NFTs in the portfolio calculation?Currently, NFT holdings are displayed separately in the NFT marketplace section and are not factored into the total crypto portfolio value shown in the main wallet overview.

What happens if a token gets delisted?Delisted tokens remain visible in your wallet for withdrawal purposes but may no longer be traded on OKX. Their value might stop updating once trading pairs are removed from the platform.