Managing your financial records is a crucial part of maintaining transparency and control over your digital asset activities. Whether you're tracking trades, monitoring deposits and withdrawals, or preparing for tax season, knowing how to efficiently download your account statements can save you time and effort. This guide walks you through the step-by-step process for downloading various types of statements on OKX — including order history, trading history, funding history, and monthly account summaries — with clear instructions and helpful tips.
Downloading Your Order History
Your order history provides a detailed log of all buy and sell orders you’ve placed on the platform. To retrieve this data:
- Log in to your OKX account.
Navigate to Assets, then select Order Center.
- The Order Center is located under the Assets section.
From the menu bar, click on Order History to view your recent orders.
- Note: Only data from the past 90 days is displayed by default.
- Click Download to access the export page.
Choose your desired date range, then click Export.
- VIP users have the advantage of downloading order records dating back to February 2021.
Once the file is generated, click Download again to save it to your device.
- Please note: Statement generation may take a few moments depending on data volume.
👉 Get instant access to your complete transaction history with just a few clicks.
Retrieving Your Trading History
The trading history includes executed trades — essential for performance analysis or tax reporting.
In the same Order Center, select Trading History from the top menu.
- Note: Like order history, only up to 90 days of data are visible at once.
- Click Download to proceed to the export interface.
Pick your preferred date range, then hit Export.
- All users can download trading data starting from February 2021 onward.
- After processing, click Download to obtain the finalized statement.
This CSV-formatted file includes key details such as trade time, market pair, price, quantity, and fees — perfect for importing into spreadsheets or accounting software.
Exporting Funding History (Deposits & Withdrawals)
Tracking fund movements helps ensure security and supports audit needs.
From the Order Center, go to Funding History.
- Note: The interface shows up to 90 days of activity by default.
- Click Download to open the export panel.
Select your date range, then choose Export.
- Data from February 2021 onwards is available for download.
- Wait briefly for processing, then click Download to save the file.
This report includes timestamps, transaction types (deposit/withdrawal), currencies involved, amounts, network fees, and confirmation statuses — giving you full visibility into your wallet activity.
Accessing Monthly Account Statements
For a summarized overview of your monthly activity, OKX offers ready-made monthly account statements.
From the menu bar at the top of the Order Center, select Account Statement.
- This displays the last 12 months of available summaries.
- Click Download next to the month you want.
These PDF or CSV files typically include:
- Opening and closing balances
- Total deposits and withdrawals
- Trading volume and fees
- Net profit or loss estimates
They’re ideal for quick reviews or sharing with financial advisors.
Generating Statements for a Specific Date Range
Need a custom report outside the standard monthly format? You can generate statements for specific dates.
- At the bottom of the Account Statement page, click Download.
Choose your exact start and end dates, then click Generate.
- Important: You can only generate statements for dates within the past two months using this method.
- Once ready, click Download to save the file.
This feature is particularly useful when preparing documentation for audits or reconciling discrepancies in third-party tracking tools.
👉 Generate detailed financial reports tailored to your exact needs in minutes.
Frequently Asked Questions (FAQ)
Q: How far back can I download my trading data?
A: All users can download trading, funding, and order history starting from February 2021. However, standard views only show the most recent 90 days — use the export tool for older records.
Q: Why can I only see 90 days of data in the interface?
A: For performance reasons, OKX limits real-time display to 90 days. Full historical data remains accessible via the download function.
Q: What format are the downloaded statements in?
A: Statements are exported in CSV or PDF format, both widely compatible with spreadsheet programs like Excel and Google Sheets.
Q: How long does it take for a statement to generate?
A: Most files are ready within seconds, but larger date ranges may take up to several minutes depending on system load.
Q: Can I automate statement downloads?
A: While automatic downloads aren't supported directly through the UI, advanced users can use OKX’s API to programmatically retrieve transaction data.
Q: Are my downloaded statements secure?
A: Yes — files are encrypted during transfer and only accessible after logging into your authenticated account. Always store sensitive files securely on your device.
Tips for Managing Your Financial Records
- Schedule regular downloads: Set a monthly reminder to export your statements to avoid last-minute scrambling during tax season.
- Organize files properly: Save each download in labeled folders (e.g., “OKX – Trading History – Jan 2025”) for easy retrieval.
- Cross-check with tax tools: Import CSV files into crypto tax software to automate cost basis and capital gains calculations.
- Keep backups: Store copies in multiple secure locations, such as encrypted drives or password-protected cloud storage.
Maintaining accurate records doesn’t have to be complicated. With OKX’s intuitive statement tools, you’re always just a few clicks away from comprehensive financial insights.
👉 Start organizing your crypto finances today with seamless statement exports.
By following these steps and leveraging the platform’s robust reporting features, you’ll stay ahead in managing your digital assets efficiently and securely.