How to export trade history from OKX? (Tax reporting)

Accessing the Trade History Section

1. Log in to your OKX account using valid credentials and two-factor authentication.

2. Navigate to the top-right corner and click on your profile icon to open the dropdown menu.

3. Select Account from the list, then choose Funds or Assets, depending on your interface version.

4. Locate and click the Trade History tab — this may appear under a submenu labeled History or Records.

5. Ensure you are viewing the correct trading account type — spot, margin, futures, or options — as each maintains separate transaction logs.

Selecting Date Range and Asset Filters

1. Use the calendar widget to define a precise start and end date for export; tax jurisdictions often require calendar-year or fiscal-year data.

2. Choose specific trading pairs if needed — for example, BTC/USDT or ETH/USDT — to isolate transactions involving particular cryptocurrencies.

3. Apply filters for order types: limit, market, stop-market, or trigger orders, which may affect cost-basis calculations.

4. Toggle visibility for filled, canceled, or partially filled orders — only filled orders generate taxable events in most frameworks.

5. Confirm that the displayed records reflect executed trades with timestamps, prices, quantities, fees, and order IDs before proceeding.

Exporting Data in CSV Format

1. Click the Export button located near the top-right of the trade history table.

2. Select CSV as the file format — OKX does not support direct Excel (.xlsx) exports without conversion.

3. Wait for the system to compile results; large date ranges may take up to 90 seconds to process.

4. Download the generated file and verify its integrity by opening it in spreadsheet software — check for missing columns like fee currency or trade ID.

5. Note that OKX exports include both buy and sell entries separately, requiring reconciliation to avoid double-counting in capital gains computation.

Handling Multi-Account and Cross-Chain Activity

1. Repeat the export process for every sub-account including Derivatives, Web3 Wallet, and Savings if applicable.

2. For deposits and withdrawals across chains — such as ERC-20 ETH versus BEP-20 ETH — download corresponding Deposit/Withdrawal History reports separately.

3. Cross-reference transaction hashes between trade history and blockchain explorer data to confirm execution timing and network fees.

4. Identify internal transfers marked as 'Internal Transfer' — these are non-taxable but must be excluded from gain/loss worksheets.

5. Consolidate all exported CSVs into a master ledger sorted chronologically, preserving original timestamps down to the millisecond level.

Frequently Asked Questions

Q1. Does OKX include network fees in the exported trade history?OKX trade history includes trading fees denominated in the fee currency (e.g., USDT or OKB), but it does not list blockchain gas fees incurred during deposits or withdrawals — those require separate extraction from wallet activity reports.

Q2. Can I export trade history for accounts created before 2021?OKX retains trade records for up to 18 months by default; older entries may no longer appear unless previously archived via manual export or API backup.

Q3. Why do some trades show zero quantity or price in the CSV?This occurs when order cancellation or partial fill events are mistakenly included; always filter for status = “Filled” before tax analysis.

Q4. Is there an API endpoint to automate trade history retrieval for recurring reporting?Yes — OKX provides a REST API endpoint GET /api/v5/account/bills with parameters for category, start/end time, and pagination, supporting programmatic ingestion into tax tools.