OKX has announced a comprehensive upgrade to its Portfolio Margin account mode, integrating USDT-based, USD-based, and USDC-based perpetual contracts, futures, options, and spot trading for the same underlying asset into a unified risk unit. This enhancement enables cross-margin hedging, reducing user collateral requirements while improving capital efficiency.
Key Features of the Upgrade
Cross-Margin Integration
- Merges multiple contract types under a single risk unit.
- Supports USDT/USD/USDC denominations for streamlined hedging.
Dynamic Adjustment Mechanism
- Scientifically optimized parameters lower MR1, MR6, and MR7 thresholds.
- Revised MR4 formula for fairer margin calculations.
- Newly introduced MR9 margin tier for enhanced flexibility.
- Seamless Trading Mode Switching
Users retain the ability to switch trading modes during active positions, ensuring adaptability to market conditions.
Benefits for Traders
- Reduced Margin Requirements: Up to 30% lower collateral needs for diversified portfolios.
- Higher Capital Utilization: Funds freed up for additional trading opportunities.
- Risk Management Optimization: Unified view across instruments simplifies exposure monitoring.
👉 Explore Portfolio Margin Trading on OKX
FAQs
Q: How does this upgrade benefit derivative traders?
A: It allows offsetting positions across contract types, requiring less total collateral while maintaining the same exposure.
Q: Can I still use isolated margin after the upgrade?
A: Yes, traders can switch between portfolio and isolated margin modes at any time.
Q: Which instruments are included in the unified risk unit?
A: All perpetual contracts, futures, options, and spot positions for the same underlying asset across USDT/USD/USDC markets.
Q: How does the dynamic adjustment work?
A: The system automatically recalculates required margins based on portfolio correlations and volatility parameters.
Implementation Details
The upgrade reflects OKX's commitment to institutional-grade trading tools for retail participants. Backtesting shows portfolio margin reduces liquidations by 18% during volatile periods compared to legacy systems.
👉 Advanced Margin Trading Strategies
For compliance reasons, services may not be available in some jurisdictions. Always review local regulations before trading.