⚡ OKX Futures Daily Bot

Warning

⚠️ IMPORTANT DISCLAIMER — READ BEFORE USE

This bot involves automated trading in cryptocurrency futures markets which carries significant financial risk.

ALWAYS test in Demo mode first before switching to Live trading
NEVER trade with money you cannot afford to lose
Past performance in Demo mode does NOT guarantee results in Live trading
Cryptocurrency markets are highly volatile and unpredictable
You are solely responsible for any financial losses incurred
The developer assumes NO liability for any trading losses

Start with Demo mode. Observe for at least 1-2 weeks. Only switch to Live when you fully understand the bot's behavior.

Automated trading bot for OKX Futures using a Multi Timeframe Engine (4H/1H/15M) with Market Regime Detection and Institutional Risk Framework. Runs 24/7 on Ubuntu VPS with a realtime terminal dashboard.

📋 BOT SPECIFICATIONS

Item	Detail
Exchange	OKX Futures (Demo & Live)
Mode	Demo Trading (Paper Trading)
Leverage	3x (Fixed)
Pairs	BTC-USDT, ETH-USDT, BNB-USDT, SOL-USDT, SUI-USDT, XAU-USDT
Timeframe	4H (Trend) / 1H (Setup) / 15M (Trigger)
Python	3.12.0

🔄 SYSTEM FLOW

Market Data (4H / 1H / 15M)
            ↓
Market Regime Detection
            ↓
Strategy Engine (active based on regime)
            ↓
Risk Manager
            ↓
Order Execution (OKX API)

🧭 MARKET REGIME ENGINE

The bot automatically detects market conditions before selecting a strategy. Only 1 regime is active at any given time. Other strategies are disabled when a specific regime is active. No signal overlap between strategies is allowed.

TREND MODE → Trend Confirmation Strategy

Conditions:
- ADX > 25
- EMA 50 above EMA 200 (bullish) or below EMA 200 (bearish)
- Price above EMA 200 for LONG / below EMA 200 for SHORT

Action:
- Trend Confirmation Strategy activated
- Range Trading & Breakout Volatility deactivated

RANGE MODE → Range Trading Strategy

Conditions:
- ADX < 20
- Price moving within the middle Bollinger Band
- No breakout of high/low from the last 20 candles

Action:
- Range Trading Strategy activated
- Trend Confirmation & Breakout Volatility deactivated
- Risk per trade reduced to 0.5%

BREAKOUT MODE → Breakout Volatility Strategy

Conditions:
- ATR expansion > 1.5x average ATR
- Volume spike > 150% average volume
- Close above high of last 20 candles (LONG) or below low (SHORT)

Action:
- Breakout Volatility Strategy activated
- Trend Confirmation & Range Trading deactivated

PROTECTION MODE → All Strategies Deactivated

Trigger:
- Daily loss >= 3% of balance, OR
- 3 consecutive losses

Action:
- All trading halted automatically
- Bot in monitoring-only mode
- Auto reset at midnight UTC

🧠 TRADING STRATEGIES

Multi Timeframe Flow

STEP 1 → 4H  : Detect regime + trend direction
STEP 2 → 1H  : Validate setup aligned with 4H
STEP 3 → 15M : Confirm entry trigger
Rule         : If 4H and 1H are not aligned → NO TRADE

Strategy 1 — Trend Confirmation

Indicators : EMA 50, EMA 200, RSI 14, Volume MA, ATR
LONG       : EMA50 > EMA200 | Pullback to EMA50 | RSI 45-65 | Valid volume
SHORT      : EMA50 < EMA200 | Pullback to EMA50 | RSI 35-55 | Valid volume
Risk       : 1% balance | RR 1:2 | Max 3 trades/day

Strategy 2 — Breakout Volatility

Indicators : Donchian Channel 20, ATR Expansion, Volume Spike
LONG       : Breakout DC Upper + ATR expanding + Volume spike
SHORT      : Breakout DC Lower + ATR expanding + Volume spike
Risk       : 1% balance | RR 1:2

Strategy 3 — Range Trading

Indicators : Bollinger Bands (20,2), RSI 14, ADX
LONG       : Price <= BB Lower | RSI < 35 | ADX < 20
SHORT      : Price >= BB Upper | RSI > 65 | ADX < 20
Risk       : 0.5% balance | RR 1:2

Strategy 4 — Protection Mode

Trigger    : Daily loss >= 3% OR 3 consecutive losses
Action     : Stop all trading, monitoring only
Reset      : Automatically at midnight UTC

🏦 INSTITUTIONAL RISK FRAMEWORK

Position Sizing Formula

position_size = (balance × risk%) / stop_loss_distance

Example:
  balance            = 10,000 USDT
  risk%              = 1%  →  risk amount = 100 USDT
  ATR                = 150 USDT
  stop_loss_distance = 1.5 × ATR = 225 USDT
  ─────────────────────────────────────────────
  position_size = 100 / 225 = 0.444 units

stop_loss_distance is always calculated based on ATR × multiplier, so position size automatically adjusts to current market volatility.

Risk Parameters

Max risk per trade          : 1.0% balance  (Trend & Breakout)
Max risk per trade sideways : 0.5% balance  (Range)
Max total exposure          : 30% balance
Max open positions per pair : 1 position
Max daily drawdown          : 3% balance
Risk Reward Ratio           : 1:2
Leverage                    : 3x (fixed)
Max trades per day          : 3

Drawdown Protection

If daily drawdown >= 3%
  → Bot enters PROTECTION MODE
  → All new entries halted
  → Reset: midnight UTC
  → Logged in: logs/bot_error.log

Trailing Stop Loss

Activates automatically after profit >= 1x ATR

LONG  : SL moves up following price  (never moves down)
SHORT : SL moves down following price (never moves up)

Trail distance = ATR × 1.5

🛡️ EXECUTION SAFETY RULES

✅ OCO Order mandatory     — SL + TP always sent together
✅ Rate limit protection   — 200ms minimum delay between requests
✅ Auto retry on 429       — waits 2s / 4s / 6s on rate limit
✅ Leverage cache          — set leverage only 1x per pair
✅ Hedge mode              — Long & Short can run simultaneously
✅ 4H candle boundary      — avoid entry 5 min before/after 4H candle close
✅ Timeframe alignment     — no entry if 4H and 1H are not aligned
✅ Contract size converter — auto convert size to OKX contract format
✅ Max 3 retries per fetch — skip pair after 3 consecutive failures

✨ FULL FEATURE LIST

✅ Multi Timeframe Engine (4H/1H/15M)
✅ Automatic Market Regime Detection (Trend/Range/Breakout)
✅ 4 Strategies with regime isolation
✅ Institutional Risk Framework
✅ Execution Safety Rules
✅ Trade Journal CSV — open in Excel
✅ Realtime Balance Sync every 30 seconds
✅ Automatic Trailing Stop Loss
✅ Auto Restart on crash (max 5x retry)
✅ Realtime WebSocket Public + Private feed
✅ Auto reconnect WebSocket
✅ Daily reset at midnight UTC
✅ Realtime terminal dashboard (updates every 2 seconds)
✅ [S] Stop Bot safely from dashboard

📁 PROJECT STRUCTURE

trading_bot/
├── .env
├── .env.example
├── .gitignore
├── requirements.txt
├── README.md
├── main.py
├── config/
│   ├── __init__.py
│   └── settings.py
├── core/
│   ├── __init__.py
│   ├── bot.py
│   ├── market_state.py
│   ├── risk_manager.py
│   ├── data_fetcher.py
│   ├── strategy_engine.py
│   ├── trade_journal.py
│   └── restart_handler.py
├── exchange/
│   ├── __init__.py
│   ├── okx_client.py
│   └── websocket_feed.py
├── strategies/
│   ├── __init__.py
│   ├── base_strategy.py
│   ├── trend_confirmation.py
│   ├── breakout_volatility.py
│   ├── range_trading.py
│   └── protection_mode.py
├── indicators/
│   ├── __init__.py
│   └── calculator.py
├── dashboard/
│   ├── __init__.py
│   ├── app.py
│   └── widgets.py
├── models/
│   ├── __init__.py
│   ├── trade.py
│   └── position.py
├── utils/
│   ├── __init__.py
│   └── logger.py
└── logs/
    ├── bot.log
    ├── bot_error.log
    ├── trade_journal.csv
    └── crash.log

⚙️ LOCAL SETUP (Windows)

1. Install Python 3.12

Download from https://python.org/downloads

2. Navigate to project folder

cd C:\Users\<username>\Desktop\trading_bot

3. Install dependencies

pip install -r requirements.txt

4. Setup .env

OKX_API_KEY=your_api_key_here
OKX_SECRET_KEY=your_secret_key_here
OKX_PASSPHRASE=your_passphrase_here
OKX_MODE=demo
TRADING_PAIRS=BTC-USDT,ETH-USDT,BNB-USDT,SOL-USDT,SUI-USDT,XAU-USDT
LEVERAGE=3
TF_TREND=4H
TF_SETUP=1H
TF_TRIGGER=15m
LOG_LEVEL=INFO
LOG_FILE=logs/bot.log

5. Run & Stop

python main.py    ← start bot
Press S           ← stop bot from dashboard

🖥️ VPS UBUNTU SETUP (24/7)

Recommended Specifications

OS      : Ubuntu 20.04 / 22.04 / 24.04 LTS
CPU     : 1 vCPU
RAM     : 1 GB
Storage : 20 GB SSD
Traffic : Unlimited

Recommended VPS Providers

- DigitalOcean  : $6/month (1GB RAM)
- Vultr         : $6/month (1GB RAM)
- Contabo       : $7/month (4GB RAM) ← best value
- AWS EC2       : t3.micro (free tier 1 year)
- Google Cloud  : e2-micro (free tier)

STEP 1 — Access VPS

ssh root@<VPS_IP>

STEP 2 — Update System

apt update && apt upgrade -y

STEP 3 — Install Python 3.12

apt install -y software-properties-common
add-apt-repository ppa:deadsnakes/ppa -y
apt update
apt install -y python3.12 python3.12-dev python3-pip
curl -sS https://bootstrap.pypa.io/get-pip.py | python3.12
python3.12 --version

Python 3.10 that already exists do not remove — used by Ubuntu system. The bot uses python3.12 separately.

STEP 4 — Install System Tools

apt install -y git curl wget tmux nano htop \
    build-essential libssl-dev libffi-dev

STEP 5 — Upload Project from Windows

scp -r C:\Users\<username>\Desktop\trading_bot root@<VPS_IP>:/root/

STEP 6 — Install Python Libraries

cd /root/trading_bot
python3.12 -m pip install -r requirements.txt

If error, install one by one:

python3.12 -m pip install okx==2.1.2
python3.12 -m pip install pandas==2.3.2
python3.12 -m pip install numpy==2.2.6
python3.12 -m pip install ta==0.11.0
python3.12 -m pip install python-dotenv==1.0.1
python3.12 -m pip install rich==13.7.1
python3.12 -m pip install textual==0.61.1
python3.12 -m pip install websockets==12.0
python3.12 -m pip install httpx==0.27.0
python3.12 -m pip install loguru==0.7.2

STEP 7 — Create Logs Folder

mkdir -p /root/trading_bot/logs

STEP 8 — Setup .env

nano /root/trading_bot/.env
# Save: Ctrl+X → Y → Enter

STEP 9 — Test Run

cd /root/trading_bot
python3.12 main.py

Expected output:

[OKX] Position mode set: long_short_mode ✓
[OKX] Balance fetched: XXXXX USDT
[BOT] Bot is now running.
[WS] Public feed connected.
[WS] Private feed connected.
[WS] Private login successful.

🚀 RUNNING ON VPS

✅ OPTION 1 — TMUX (Recommended)

Tmux keeps the bot running even when the terminal is closed or SSH disconnects. You can reconnect at any time and see the live dashboard.

Create Bot Session:

apt install -y tmux

tmux new -s trading_bot
cd /root/trading_bot
python3.12 main.py
# Dashboard appears
# Detach (bot keeps running): Ctrl+B then D

Create Separate Monitor Sessions:

# Monitor all logs
tmux new -s monitor
tail -f /root/trading_bot/logs/bot.log
Ctrl+B then D

# Monitor errors only
tmux new -s bot-error
tail -f /root/trading_bot/logs/bot_error.log
Ctrl+B then D

# Monitor crashes
tmux new -s crash-logs
tail -f /root/trading_bot/logs/crash.log
Ctrl+B then D

Check All Active Sessions:

tmux ls
# Output:
# bot-error   : 1 windows (created Mon Mar  2 11:53:23 2026)
# crash-logs  : 1 windows (created Mon Mar  2 11:54:59 2026)
# monitor     : 1 windows (created Mon Mar  2 11:50:38 2026)
# trading_bot : 1 windows (created Mon Mar  2 11:44:39 2026)

Session Commands:

tmux attach -t trading_bot    # View bot dashboard
tmux attach -t monitor        # View all logs
tmux attach -t bot-error      # View errors only
tmux attach -t crash-logs     # View crash history
tmux kill-session -t <name>   # Delete session
# Ctrl+B then D               # Detach from session

OPTION 2 — SYSTEMD (Background Service)

Suitable if you don't need the dashboard, monitoring via logs only.

Setup:

nano /etc/systemd/system/trading-bot.service

[Unit]
Description=OKX Futures Trading Bot
After=network.target
Wants=network-online.target

[Service]
Type=simple
User=root
WorkingDirectory=/root/trading_bot
ExecStart=/usr/bin/python3.12 main.py
Restart=always
RestartSec=10
StandardOutput=journal
StandardError=journal

[Install]
WantedBy=multi-user.target

systemctl daemon-reload
systemctl enable trading-bot
systemctl start trading-bot
systemctl status trading-bot

Commands:

systemctl start trading-bot      # Start
systemctl stop trading-bot       # Stop
systemctl restart trading-bot    # Restart
systemctl status trading-bot     # Check status
journalctl -u trading-bot -f     # Realtime log

🔐 PROFESSIONAL DEPLOYMENT SECURITY

Use a Dedicated User (Not Root)

adduser tradingbot
usermod -aG sudo tradingbot
cp -r /root/trading_bot /home/tradingbot/
chown -R tradingbot:tradingbot /home/tradingbot/trading_bot
su - tradingbot

Restrict Permissions

chmod 600 /home/tradingbot/trading_bot/.env
chmod 750 /home/tradingbot/trading_bot/logs

Install Fail2Ban (SSH Brute Force Protection)

apt install -y fail2ban
systemctl enable fail2ban
systemctl start fail2ban

Security Checklist

✅ Use dedicated user, not root
✅ Store API Key in .env, never in code
✅ Set IP Whitelist in OKX API settings
✅ API Permission: Read + Trade only (no Withdraw)
✅ Add .env to .gitignore before pushing to Git
✅ Use SSH Key instead of password for VPS access
✅ Enable fail2ban for SSH protection
✅ Rotate OKX passphrase periodically

📊 LOG MONITORING

File	Content
`logs/bot.log`	All logs INFO + ERROR
`logs/bot_error.log`	ERROR only — check daily
`logs/crash.log`	Crash history + retry count
`logs/trade_journal.csv`	All trade history — open in Excel

# Windows
powershell Get-Content logs\bot.log -Tail 50
powershell Get-Content logs\bot_error.log -Tail 50

# Linux VPS
tail -f logs/bot.log
tail -f logs/bot_error.log
tail -f logs/crash.log
cat logs/trade_journal.csv

🔄 AUTO RESTART BEHAVIOR

Bot crash / unexpected error
  ↓
record_crash() → logged to logs/crash.log
  ↓
Wait: 10s → 20s → 30s → 40s → 50s (max 120s)
  ↓
Auto restart with fresh state
  ↓
Stable for 5 minutes → retry count reset to 0

5 consecutive crashes → PERMANENT STOP

Event	Result --------
Press S in dashboard	PERMANENT STOP
Ctrl+C in terminal	PERMANENT STOP
systemctl stop	PERMANENT STOP
Bot crash / error	AUTO RESTART
5 consecutive crashes	PERMANENT STOP
WebSocket disconnect	AUTO RECONNECT

📈 TRAILING STOP LOSS

Entry LONG  @ 2400 | ATR = 100 | Trail dist = 150

Price rises to 2550 → profit >= 1 ATR
New SL = 2550 - 150 = 2400 ← SL moves up (lock breakeven)

Price rises to 2700
New SL = 2700 - 150 = 2550 ← SL moves up again (lock profit)

Price drops to 2549 → SL 2550 hit → CLOSE with profit

⚠️ TROUBLESHOOTING

Error	Cause	Solution
401 Unauthorized	Wrong API Key	Check .env
code=1 All operations failed	Invalid order payload	Check bot.log detail
code=51000 posSide error	Position mode not set	Bot sets it on startup
code=59000 Position mode	Hedge mode already active	Normal, continues automatically
429 Too Many Requests	OKX rate limit	Auto retry active
WebSocket disconnected	Connection fluctuation	Auto reconnect active
Bot not entering trades	3 TF signal not confirmed	Normal, wait for valid conditions
S key not working	Terminal not in focus	Click the terminal window first

📌 IMPORTANT NOTES

1. Bot uses DEMO mode by default
2. For live trading: change OKX_MODE=live in .env
3. Ensure sufficient balance before switching to live
4. Check bot_error.log and crash.log daily
5. Review trade_journal.csv for performance analysis
6. Daily statistics reset automatically at midnight UTC
7. Maximum 3 trades per day per risk management rules
8. Trailing SL activates automatically after profit >= 1x ATR
9. Bot will not enter if 4H and 1H are not confirmed aligned
10. OKX Demo prices differ from live market — this is normal

📞 QUICK REFERENCE

# ── WINDOWS ──────────────────────────────────────
python main.py                         # Start bot
# Press S in dashboard                 # Stop bot

# ── TMUX (Recommended for VPS) ───────────────────
tmux new -s trading_bot                # Create bot session
tmux attach -t trading_bot             # View dashboard
tmux attach -t monitor                 # View all logs
tmux attach -t bot-error               # View errors
tmux attach -t crash-logs              # View crashes
tmux ls                                # List all sessions
# Ctrl+B then D                        # Detach (bot keeps running)

# ── SYSTEMD (Background) ─────────────────────────
systemctl start trading-bot            # Start
systemctl stop trading-bot             # Stop
systemctl restart trading-bot          # Restart
systemctl status trading-bot           # Status
journalctl -u trading-bot -f           # Realtime log

# ── LOG FILES ────────────────────────────────────
tail -f logs/bot.log                   # Monitor all logs
tail -f logs/bot_error.log             # Monitor errors
tail -f logs/crash.log                 # Monitor crashes
cat logs/trade_journal.csv             # Trade history

📄 LICENSE

This project is for personal and educational use. Do not share API keys or trade with funds you cannot afford to lose. Always test in Demo mode before switching to Live trading.

Name		Name	Last commit message	Last commit date
Latest commit History 3 Commits
config		config
core		core
dashboard		dashboard
exchange		exchange
indicators		indicators
models		models
strategies		strategies
utils		utils
.env.example		.env.example
.gitignore		.gitignore
LICENSE		LICENSE
README.md		README.md
main.py		main.py
requirements.txt		requirements.txt

Folders and files

Latest commit

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⚡ OKX Futures Daily Bot

📋 BOT SPECIFICATIONS

🔄 SYSTEM FLOW

🧭 MARKET REGIME ENGINE

TREND MODE → Trend Confirmation Strategy

RANGE MODE → Range Trading Strategy

BREAKOUT MODE → Breakout Volatility Strategy

PROTECTION MODE → All Strategies Deactivated

🧠 TRADING STRATEGIES

Multi Timeframe Flow

Strategy 1 — Trend Confirmation

Strategy 2 — Breakout Volatility

Strategy 3 — Range Trading

Strategy 4 — Protection Mode

🏦 INSTITUTIONAL RISK FRAMEWORK

Position Sizing Formula

Risk Parameters

Drawdown Protection

Trailing Stop Loss

🛡️ EXECUTION SAFETY RULES

✨ FULL FEATURE LIST

📁 PROJECT STRUCTURE

⚙️ LOCAL SETUP (Windows)

1. Install Python 3.12

2. Navigate to project folder

3. Install dependencies

4. Setup .env

5. Run & Stop

🖥️ VPS UBUNTU SETUP (24/7)

Recommended Specifications

Recommended VPS Providers

STEP 1 — Access VPS

STEP 2 — Update System

STEP 3 — Install Python 3.12

STEP 4 — Install System Tools

STEP 5 — Upload Project from Windows

STEP 6 — Install Python Libraries

STEP 7 — Create Logs Folder

STEP 8 — Setup .env

STEP 9 — Test Run

🚀 RUNNING ON VPS

✅ OPTION 1 — TMUX (Recommended)

OPTION 2 — SYSTEMD (Background Service)

🔐 PROFESSIONAL DEPLOYMENT SECURITY

Use a Dedicated User (Not Root)

Restrict Permissions

Install Fail2Ban (SSH Brute Force Protection)

Security Checklist

📊 LOG MONITORING

🔄 AUTO RESTART BEHAVIOR

📈 TRAILING STOP LOSS

⚠️ TROUBLESHOOTING

📌 IMPORTANT NOTES

📞 QUICK REFERENCE

📄 LICENSE

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