Managing your cryptocurrency portfolio effectively starts with understanding your asset distribution and valuation. This guide will walk you through the process on OKX (formerly OKEx), one of the world's top three crypto exchanges.
Step-by-Step Guide to Checking Your Assets
Access Your Asset Overview
Open the OKX mobile app and navigate to:Assets→Overview
Here you'll see:- A breakdown of assets by category (spot, futures, savings, etc.)
- Recent transaction history (scroll down)
View Total Net Worth
The top of the page displays your total asset valuation. To change the valuation currency:- Tap the dropdown menu next to "Total Assets"
- Select your preferred fiat currency (USD, EUR, CNY, etc.)
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Understanding Asset Valuation
When using fiat currency valuations (like CNY):
- The system converts your cryptocurrencies to USDT at current market rates
- USDT is then converted to your selected fiat currency
- The displayed amount is an estimate that fluctuates with market conditions
Important Note: Always monitor your actual crypto holdings rather than relying solely on fiat valuations, especially during volatile market periods.
Best Practices for Asset Management
- Regularly review your asset allocation (weekly/monthly)
- Track performance through OKX's historical data
- Diversify across different asset types
- Set price alerts for significant holdings
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Frequently Asked Questions
How often does OKX update asset valuations?
Valuations update in real-time based on current market prices.
Why does my total balance fluctuate so much?
Cryptocurrency prices can change dramatically within minutes. Your fiat valuation reflects these market movements.
Can I export my asset data for tax purposes?
Yes, OKX provides comprehensive transaction history exports suitable for tax reporting.
Are staked assets included in the total valuation?
Yes, all assets (including staked/locked positions) appear in your overview.