Use cases of Smart Portfolio In the crypto market, prices of different crypto pairs may fluctuate at a different pace, so quite often investors may see the price of some crypto pairs falling while others are surging. If investors just hold the crypto, they may miss the profit when there is a large correction happening in the market.

**The USD value of portfolio equity Due to the differences in market liquidity of each crypto, the platform calculates the equivalent USD value of each crypto in the portfolio equity based on certain discount rates. For the latest rates, refer to the discount rates table. ***The margin ratio of the portfolio is then determined by the USD value of the portfolio equity divided by the USD value of the margin required.How can I test the portfolio margin on an existing or simulated portfolio?

Easily add assets from your portfolio to your Pay balance. If your Pay balance is low, you can top it up anytime from your portfolio. Follow the steps below to complete the process: Go to Simple mode and select Pay from the main menu Select + Add to add funds from portfolio Enter the amount you want to add to your Pay balanceHow do I transfer funds from my Pay balance to portfolio?

Rewards shall accrue daily and actual Rewards distributed will be based on portfolio snapshots of eligible assets in your funding and/or trading account(s), where applicable. Rewards will then be automatically distributed to your funding accounts based on snapshot(s) taken of your portfolio on the relevant day before 00:00 UTC. 9.

Rewards shall accrue daily and actual Rewards distributed will be based on portfolio snapshots of eligible assets in your funding and/or trading account(s), where applicable. Rewards will then be automatically distributed to your funding accounts based on snapshot(s) taken of your portfolio on the relevant day before 00:00 UTC.

Whereas, if the user proceeds with the Smart Portfolio bot, it will help the user to sell crypto gradually when the price is increasing and re-invest those funds into pairs that have temporarily lagged behind but may have a high potential later. In this case, Smart Portfolio locks in the profit while increasing the position of high potential cryptos when the price is relatively low, and continuously earns extra returns over the long run. 3.

Daily Snapshot and Distribution Snapshot Timing: Your eligible asset value is based on a portfolio snapshot taken at a random time during the final hour before each drop. (the "Snapshot Period"). Calculation Formula: Rewards are distributed daily based on the user's proportional eligible Crypto Balance relative to the total eligible Crypto Balance of all participants.

Campaign Enrollment: Users must log in to their OKX account, visit the “X Drops Club” landing page, and click the “Join” button on the relevant campaign individually to enroll. X Drops Club Membership: Users must maintain an active X Drops Club membership throughout the Campaign Period.

Campaign Overview and Period The "3.1M+ $SENT X Drops Campaign" (the "Campaign") begins on February 4, 2026, 8 AM PST (the "Start Date") and ends on February 8, 2026, 8 AM PST (the "Campaign Period").

Campaign Overview and Period The "1.25M $FOGO X Drops Campaign" (the "Campaign") begins on January 15, 2026, 8 AM PST (the "Start Date") and ends on January 19, 2026, 8 AM PST (the "Campaign Period").

Campaign Overview and Period The "450k XPL - X Drops Campaign" (the "Campaign") begins on December 16, 2025, 10 AM PST (the "Start Date") and ends on December 22, 2025, 10 AM PST (the "Campaign Period").

Eligible Crypto Balance To qualify for rewards, a user's Crypto Balance implies the total value of crypto assets in their portfolio, subject to the following exclusions: Cash Excluded: Fiat currencies (e.g., USD, EUR, SGD) are excluded. Stablecoins Excluded: USDG and USDC are excluded from the Crypto Balance. All other crypto assets will be counted towards the Crypto Balance.

Campaign Overview and Period The "1M SEI X-Drops Campaign" (the "Campaign") begins on December 4, 2025 (the "Start Date") and ends on December 11, 2025 (the "Campaign Period").

In case of violent market fluctuations, suitable dual-currency financial products may not be matched. In such cases, users can choose to stop the strategy manually or wait until a successful match is made. When the bot's funds do not meet the minimum investment requirement of dual-investment financial products during operation, the bot cannot match new dual-investment financial products.

The Iceberg strategy is temporarily not supported under portfolio accounts. 1. What is the Iceberg strategy? The iceberg strategy is an algorithmic order type allowing users to avoid placing a large order and cause slippage. An iceberg order automatically breaks up users' large order into multiple smaller orders. These orders will be placed in the market according to the latest best bid and ask price as well as the parameters set by the user.