How to Set Up a Signal Trading Bot with TradingView on OKX

Automated trading has never been more accessible. With the launch of the Signal Bot feature, TradingView users and signal providers can now seamlessly connect their strategies to execute real-time trades on OKX. This guide walks you through each step of setting up a signal-based trading bot using TradingView alerts, ensuring your strategies are translated into live market actions—accurately and efficiently.

Whether you're a developer using Pine Script, a technical analyst relying on chart patterns, or a programmer building custom tools, this integration empowers you to automate your trading decisions. Let’s dive into the process.

Step 1: Access the Signal Bot

Log in to your OKX account, navigate to Trade > Trading Bots > Market, and select the Signal Bot tab. Click "Create" to begin setting up your automated trading system.

This opens the gateway to turning your TradingView signals into executable trades on OKX—without manual intervention.

👉 Discover how easy it is to automate your trading strategy today.

Step 2: Create a Custom Signal

Click "Add Custom Signal" to start defining your unique trading signal.

You’ll be prompted to:

• Name your signal (e.g., “MACD Breakout Strategy”)
• Add an optional description (up to 500 characters)

Once completed, click "Generate Signal". You'll then see two critical pieces of information:

• A unique Webhook URL
• An AlertMsg parameter template

These elements are essential for connecting TradingView to OKX. The Webhook URL receives alert triggers from TradingView, while the AlertMsg defines what action should be taken (e.g., enter long, exit short).

Now, choose your setup method:

• TradingView: For users employing Pine Script strategies with strategy.*() functions
• Custom: For indicators, chart-based alerts, or third-party programs

Pine Script Overview: Strategy vs. Indicator

Understanding the difference helps you pick the right path:

• TradingView Strategy: Uses strategy.entry(), strategy.close(), etc., allowing backtesting and simulated order execution. Ideal for full algorithmic systems.
• TradingView Indicator (Study): Calculates data but doesn’t place orders. Faster and lighter—perfect for triggering alerts based on technical conditions.

If you're using a strategy script with strategy.*() functions, proceed to Step 3.1. For indicators, third-party tools, or manual chart analysis, continue with Steps 3.2–3.4.

Step 3: Configure TradingView Alerts

Open TradingView, select your preferred trading pair (ensure it matches an OKX-supported perpetual contract), and follow the appropriate setup path below.

Step 3.1: Using a Pine Script Strategy

1. Open the Pine Editor, configure your strategy, then click "Save" and "Add to Chart".
2. Click the gear icon next to your strategy on the chart to adjust settings like order size.
3. Go to Alerts > Create Alert.
4. Set the condition to your strategy and choose "Once Per Bar Close" for reliability.
5. In the message box, paste the AlertMsg template from OKX.
6. Under notifications, select Webhook URL and paste your unique OKX webhook.
7. Click "Create Alert".

💡 Note: A paid TradingView subscription is required to use Webhooks.

Order Size Configuration Tips

Regardless of how you define position size in Pine Script (USDT, contracts, or % equity), always use this format in your alert:

{
  "id": "{{strategy.order.id}}",
  "action": "{{strategy.order.action}}",
  "marketPosition": "{{strategy.market_position}}",
  "prevMarketPosition": "{{strategy.prev_market_position}}",
  "instrument": "{{ticker}}",
  "signalToken": "YOUR_SIGNAL_TOKEN",
  "timestamp": "{{timenow}}",
  "maxLag": "60",
  "investmentType": "base",
  "amount": "{{strategy.order.contracts}}"
}

This ensures compatibility across platforms.

Step 3.2: Using Pine Script Indicators or Studies

1. Add your indicator (e.g., RSI, MACD) to the chart via the Pine Editor.
2. Click "Alerts" > "Create Alert".
3. Define your trigger condition (e.g., “MACD crosses up”).
4. Paste the OKX AlertMsg template into the message field.
5. Select Webhook URL, paste your OKX webhook, and confirm.

✅ Remember: OKX supports four key actions:

• ENTER_LONG
• EXIT_LONG
• ENTER_SHORT
• EXIT_SHORT

Choose the correct one based on your logic.

Step 3.3: Using Chart Analysis or Basic Indicators

Even without Pine Script, you can create powerful signals:

1. Click "Alerts" > "Create Alert".
2. Choose any built-in indicator condition (e.g., “RSI(14) crosses above 30”).
3. Paste the standardized AlertMsg format into the message box.
4. Connect via Webhook URL as before.

This method is ideal for traders who rely on visual patterns or standard technical tools.

Step 3.4: Using Third-Party Programs

Developers can send signals directly using scripts (e.g., Python). Here's a simplified example:

import requests
import json
from datetime import datetime

signal_data = {
    "action": "ENTER_LONG",
    "instrument": "BTC-USDT-SWAP",
    "signalToken": "your_token_here",
    "timestamp": datetime.utcnow().strftime('%Y-%m-%dT%H:%M:%S.%fZ'),
    "maxLag": "2000",
    "investmentType": "percentage_balance",
    "amount": "50"
}

response = requests.post('https://www.okx.com/join/BLOCKSTARalgo/signal/trigger', data=json.dumps(signal_data))

📌 Important: If sending from a fixed IP address, contact [email protected] to register it—otherwise, signals may be rejected.

Step 4: Set Up Your Signal Bot

Back on OKX, click "Create Bot" and configure:

• Trading Pair: Select the market you want to trade.
• Leverage: Choose a level that aligns with your risk tolerance.
• Margin Amount: Define initial capital allocated to the bot.

Then explore advanced options:

• Order Type: Market or Limit
• Position Sizing: Fixed amount (e.g., 1000 USDT) or percentage of balance
• Take Profit (TP) & Stop Loss (SL): Automate exits for better risk control

You can set these parameters either at the bot level or let them be dynamically controlled by incoming alerts—giving you maximum flexibility.

Click "Confirm" when ready.

👉 Start automating your trades with precision and confidence.

Step 5: Monitor and Manage Your Bot

Congratulations! Your signal bot is now live—listening for alerts and executing trades in real time.

Use the Bot Details panel to:

• Track performance history
• View open positions and pending orders
• Analyze signal logs and execution accuracy

Key Management Features

1. Adjust Margin (Add/Remove Funds)

Easily increase or reduce collateral via the Adjust Margin button.

2. Manual Orders

Override automation when needed—place manual trades directly within the bot interface.

3. Close Open Positions Instantly

Click "Close All" to exit any active position at market price.

4. Stop the Bot

Choose between stopping from the details page or via the Bot Commands tab.

Stopping clears all pending orders and returns assets to your main account.

Frequently Asked Questions (FAQ)

Q: Do I need a paid TradingView account?

Yes, Webhook alerts require a Pro or higher subscription on TradingView.

Q: Can I use multiple signals for one bot?

No—each bot connects to one signal source. Use multiple bots for diversified strategies.

Q: What happens if an alert is delayed?

Set "maxLag" in your message (in seconds). Alerts older than this will be ignored.

Q: Is leverage fixed once set?

Yes—leverage is defined at creation and cannot be changed unless you restart the bot.

Q: Can I backtest my strategy before going live?

Yes—use TradingView’s Strategy Tester to validate performance before connecting to OKX.

Q: Are partial exits supported?

Yes—use "investmentType": "percentage_position" with "amount": "50" to close half a position.

Core Keywords

signal trading bot, TradingView alert setup, OKX automation, Pine Script integration, crypto trading bot, Webhook trading, automated crypto trading, perpetual contract signals

👉 Unlock the full power of algorithmic trading—start now with OKX.