File Upload · ~10 min · Spot · Margin · Futures · Deposits · Withdrawals · Staking · 100+ countries
What’s covered
Spot, Margin and Futures
Executed spot, margin, and futures orders.
Staking and Rewards
Staking income and reward distributions.
Deposits and Withdrawals
On-chain deposits and withdrawals.
Fund movements
All other funding history and transfers.
Before you start
OKX account
Active account with transaction history.
KoinX account
Free account - no credit card needed.
Connect OKX to KoinX
OKX uses File Upload only - export Trading History and Funding History separately and upload both files together in one KoinX session.- File Upload
Export both report types from your OKX account. Both files are required for a complete transaction history.Now that your OKX files are in, head to Tax Reports on KoinX - your capital gains across spot, futures, staking, and funding history are already calculated and your report is ready to download.
- Trading History
- Funding History
1
Log in to OKX
Go to okx.com and sign in to your account.
2
Open Order Center
Hover over Assets in the top navigation bar and click Order Center.
3
Select Trading History
Click the Trading history tab.
4
Download the CSV
Click Download on the right. Set your date range to cover your full history and click Export. Download the file when ready. Do not open it.
OKX screen views only show the last 90 days, but the full download export covers your complete history. Always use the Download button rather than copying from screen. Also download your Funding History - switch to the Funding History tab to continue.
Upload to KoinX
1
Open KoinX Integrations
Log in to app.koinx.com -> Integrations -> Add Integration.
2
Select OKX
Search for OKX and select it.
3
Upload both files
Click Upload and select both your OKX CSV files - Trading History and Funding History. Multi-select works.
4
Submit
Click Submit. KoinX processes your files and imports your full transaction history.
Done. KoinX reads your transactions, classifies them, deduplicates overlapping records, and prepares everything for gains calculation and report generation.
Frequently asked questions
Do I need to upload both OKX CSV files?
Do I need to upload both OKX CSV files?
Yes. Trading History covers executed spot, margin, and futures trades. Funding History covers deposits, withdrawals, and staking rewards. Missing either file leaves gaps in your transaction history and results in inaccurate tax calculations. Upload both in the same KoinX session.
What is the difference between Trading History and Funding History?
What is the difference between Trading History and Funding History?
Trading History covers your executed spot, margin, and futures orders. Funding History covers deposits, withdrawals, staking rewards, and other fund movements. Both are required for a complete and accurate tax report.
Can I use the OKX API instead of CSV?
Can I use the OKX API instead of CSV?
The OKX API is available but limited - it only provides 3 months of trading history and 1 month of other transactions. For a complete tax history, CSV export is strongly recommended.
Does KoinX support my country's crypto tax rules?
Does KoinX support my country's crypto tax rules?
Yes. KoinX supports 100+ countries with dedicated report formats for India, the US, UK, Australia, Canada, Germany, and more. After importing your OKX data, select your country to generate the correct report.
Why does the OKX screen only show 90 days of history?
Why does the OKX screen only show 90 days of history?
OKX screen views are limited to the last 90 days for display purposes, but the full download export covers your complete history. Always use the Download button in Order Center rather than copying visible data from the screen.
Troubleshooting
CSV file won't upload to KoinX
CSV file won't upload to KoinX
Re-download fresh copies of both CSV files from OKX without opening or modifying them. Opening files in Excel or Google Sheets reformats the structure and breaks the upload. Upload both files together in a single KoinX session.
Deposits and withdrawals are missing from KoinX
Deposits and withdrawals are missing from KoinX
Only the Trading History CSV was uploaded. Go back to OKX -> Assets -> Order Center -> Funding history -> Download, and upload the Funding History CSV to KoinX alongside the Trading History file.
Staking rewards are missing from KoinX
Staking rewards are missing from KoinX
Staking rewards are included in the Funding History export. Re-download the Funding History CSV and re-upload both files together in KoinX.
OKX export is still processing
OKX export is still processing
Large exports can take a few minutes to generate. Wait for the download link to become active in the exports list before downloading. Do not attempt to upload a partially generated file.
KoinX is showing duplicate OKX transactions
KoinX is showing duplicate OKX transactions
This happens when overlapping CSV files covering the same date range are uploaded. Go to KoinX -> Integrations, remove the duplicate OKX upload, and re-upload a clean set of files with no overlapping date ranges.
Date range on OKX export is not saving correctly
Date range on OKX export is not saving correctly
Clear your browser cache and retry setting the date range. Ensure you click Export after setting the range - the file will appear in the download queue once generated.
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Ready to generate your OKX crypto tax report?
Create a free KoinX account - no credit card required. Import your OKX transactions and generate a country-specific tax report in minutes.