Articles
A clearer process starts with a better question.
Practical ways to use CVEST: inspect your portfolio, learn the workflow and understand the record behind a decision.
10 articles
A portfolio review you can trace back to the source
One review order — coverage, positions, cash and orders, one question — that never loses the account, currency or observation behind a number.
One total. Several currencies. Buying power that does not move.
A converted portfolio total is a reporting convenience. It never becomes funds at another venue, and CVEST keeps the native unit in view.
Practice the workflow before a live order
Paper mode runs the whole CVEST loop on current OKX prices and substitutes exactly one step: the fill. What that settles, what it cannot, and what to record.
Fast replay shows the mechanism, not a result
Replay generates its own prices and compresses time, which makes the loop legible and makes every number it produces evidence about the software only.
Inspect the legs behind a strategy label
A candidate row names a shape and prices it against your limits. Opening the legs is the only way to see what the label is standing on.
An order intent is not a completed trade
Follow one order through intent, submission, fill and reconciliation, and read what is still outstanding without guessing.
Review the trade with the context it had at entry
A closed cycle is judged against the limits that were in force when it opened, not against the settings you are looking at today.
Check connection health before you interpret the numbers
A portfolio figure carries an age and a source. Read both before you let the number change a decision.
Keep the import history with your portfolio
An imported file is a dated claim about an account, not a live connection; keeping the versions is what makes it useful later.
Choose the workflow you want to evaluate in private beta
Decide which job you are testing before you join the list, so the invitation answers a question you actually asked.