The entry for OKB dollar-cost averaging (DCA) is not the 'Buy' button on the trading page. It's in the 'DCA Strategy' module of the OKX app. Open the app, tap [Trade] or [Markets] at the bottom, find [Strategy Trading], and then select [DCA Strategy] — only by entering here can you set the frequency and amount for the system to buy automatically. Every manual purchase is not DCA.
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Step 1: Enter the DCA Strategy Page and Select OKB
[What to do] Find the DCA strategy creation entry and enter the setup interface.
[How to do it] Open the OKX app, find [Strategy Trading] on the home or trading page, enter and select [DCA Strategy] from the strategy list. The system will show a list of supported coins, find and select OKB. This function is currently only available on the app; the web version does not support direct setup.
[Completion] Enter the OKB DCA strategy creation page, where you'll see fields like 'Amount per period', 'DCA frequency', etc.
High risk: DCA deductions come directly from your Funding account balance, not from a bank card. If the balance is insufficient, the current period's order will fail. After 3 consecutive failures, the DCA plan will be automatically paused. Before starting, ensure there is enough USDT in your Funding account.
Step 2: Set Amount and Frequency — Beginners Start with This Template
Don't stress about what's 'optimal' — just start with the easiest template.
Amount: Enter the amount you want to invest each period. Minimum 10 USDT. Beginners are advised to start with money they can consistently spare each month, like $100-$200 per month, split into the chosen period.
Frequency: Choices are Daily, Weekly, Biweekly, Monthly. Choosing 'Weekly' is a balanced rhythm — not too frequent to cause anxiety, yet smooths price volatility better than monthly.
Time and Time Zone: You can specify a specific execution time (e.g., every Friday at 2 PM) and time zone (e.g., UTC+8).
[Completion] Once you've filled in the amount and frequency, tap 'Preview' to see the estimated next execution time.
Common failure reason: Many people close the app after setting up, only to find a week later no trades executed — because there's no USDT in the Funding account. DCA deducts from the Funding account balance, not the spot account or bank card. If the funds are in the wrong place, the system cannot deduct.
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Step 3: Advanced Settings (Optional) — Price Range and Asset Allocation
If you have an outlook on OKB's price, you can use advanced features for finer control.
Price Range: Set a minimum and maximum price. Only when OKB's price falls within this range will the period's DCA order execute. Automatically pauses when the price is too high, avoiding chasing highs.
Multi-Coin Portfolio (Optional): OKX supports allocating multiple coins in DCA, e.g., BTC 60% + OKB 40%. If you only want to buy OKB, just single coin, no need to touch this option.
[Completion] These are optional; beginners can skip without issue. To use, expand 'More Settings' on the creation page.
Verification after setup: After the plan is created, the system will execute the first buy immediately. Go to [Orders] → [DCA Records] to check the first transaction, confirming the deducted amount and price are correct. Before each period, 3 days and 1 day prior, if balance is insufficient, the system will send app notifications and emails reminding you to top up. Just check the strategy status at a fixed time weekly or monthly to ensure it's still 'Running'.
