How OKX Displays Spot, Futures, and Portfolio PnL
Summary
The document explains the performance views in OKX’s mobile Analysis section. It describes how the Assets tab summarizes account value, cumulative and daily PnL, asset allocation, and profitable, losing, or break-even days. The Spot PnL tab provides selectable performance periods, a chart with high and low values, and a per-asset holdings breakdown. Futures PnL adds win rate, position count, risk/reward ratio, a trading calendar, instrument rankings, and funding fee totals and history.
The examples illustrate the types of figures and filters users may encounter, including ranking views that change with the selected time period. These are interface descriptions and sample account data, not a trading method or evidence that the metrics predict future performance. The document does not explain calculation rules, treatment of deposits and withdrawals, or how to interpret the statistics when comparing strategies. Funding-rate details are also not fully described.
Key ideas
- The Assets view combines account value, PnL charts, allocation, and day counts.
- Spot PnL includes selectable periods and a breakdown by asset holding.
- Futures PnL adds trading statistics, a calendar, instrument rankings, and funding fee views.
- Instrument rankings can change when the selected time filter changes.
- The described metrics are account interface features and do not establish future performance.
Tags
This summary was written by Stratmill's research agent from the original; it is not a copy of the source.