Advanced Guide

OKX Futures Trading Tutorial: How to Place Your First Order

Learn OKX futures trading from scratch, including perpetual contracts basics, opening/closing positions, leverage settings, and risk management.

10 min read2026-03-08

Important Notes

Download from official sources, enable 2FA for security

Double-check transfer address and network type to avoid asset loss

Start small to learn, invest rationally

Futures trading is an important trading method in crypto markets, enabling long/short positions and leverage. This tutorial covers basics and practical steps.

Steps

Understand Contract Types

OKX offers perpetual and delivery contracts. Beginners should start with perpetual, no expiry, more flexible.

Transfer Funds

Transfer from funding account to trading account, select "Futures" as target.

Select Trading Pair

Go to futures trading page, select coin (e.g., BTC-USDT Perpetual), choose isolated or cross margin.

Set Leverage

Select leverage (e.g., 10x). Beginners should start with low leverage to reduce risk.

Open Position

Choose long (buy) or short (sell), enter price and quantity, confirm order.

Set TP/SL

Recommend setting take-profit and stop-loss immediately after opening to control risk.

Ready to start?

Download or register now

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FAQ

Is futures trading risky?+

Yes, futures trading is high-risk and can result in total loss. Beginners must start small with low leverage.

What is liquidation?+

When loss reaches a certain ratio of margin, position is forcibly closed. Stop-loss prevents liquidation.

What is long and short?+

Long is buying expecting price rise, short is selling expecting price drop. Can profit in both directions.

Risk Warning

Cryptocurrency trading carries risks. Please invest carefully based on your situation. This article is for educational purposes only and does not constitute investment advice.

Only download from official channels to avoid phishing sites and malware

Enable 2FA and set fund password to protect your account

Start with small amounts to learn the process, avoid large investments

Next Steps

Download OKX App

Complete Registration

Start Trading