OKX PNL Analysis Center: A Guide to Assets, Spot PnL, and Futures PnL

The OKX Analysis section in your mobile App is organized into three tabs: Assets, Spot PnL and Futures PnL. Each covering a different slice of a user's trading performance.

TL;DR:

• The Analysis section has three tabs: Assets, Spot PnL, and Futures PnL

• The Assets tab shows headline portfolio value, Daily/Today's/This month's/Historical PnL, a Total asset value chart, an Asset allocation breakdown, and a PnL analysis card (profitable/losing/break-even days, total profit/loss, net profit)

• The Spot PnL tab shows a performance stats card with 7D/30D/90D/All period toggles, an area chart with high/low labels, and a PnL breakdown table by holding

• The Futures PnL tab adds win rate, position count, and risk/reward ratio, plus a monthly trading calendar, a PnL ranking sub-tab, and a Funding fees sub-tab

The Assets tab in the OKX Analysis section shows portfolio-level PnL that isn't specific to spot or futures holdings. At the top, an account selector lets the user scope the view to different account types, labeled "Trading account" in the dropdown. Below that, the Assets tab displays an "Est total value" headline balance figure with an eye icon that lets the user hide or show the number.The Assets tab shows Today's PnL in both currency and percent. Below Today's PnL, the Assets tab shows this month's PnL and Historical PnL side by side, each also in currency and percent. A time range selector offers 1W, 1M, 3M, 6M, and Customize options.

The Assets tab includes a Cumulative PnL chart, which is a line chart with a toggle between percentage and euro display. The chart plots the account's Cumulative PnL% against BTC change over the selected time period;for example, +4.79% Cumulative PnL% change over 06/12 to 07/11.

Below the Cumulative PnL chart, the Assets tab includes a Daily PnL chart, shown as a bar chart with green bars for positive days and pink bars for negative days over a date range; for example, 06/16 to 07/15, with a Daily PnL figure for the most recent day of +€114.68 on 07/15/2026.

The Assets tab also includes a Total asset value line chart, tracking the account's total value over the same date range; for example, a Total of €7,113.44 as of 07/15/2026, charted from 06/16 to 07/15.

Below the Total asset value chart, the Assets tab shows an Asset allocation donut chart, breaking down holdings by percentage of the total. In the source data, the allocation shown is BTC 80.43%, HYPE 16.90%, USD 2.43%, EURC 0.14%, USDC 0.10%, and SOL 0.01%, against a total of ≈€7,045.60.

The Assets tab includes a PnL analysis card below the asset allocation breakdown. This card shows Profitable days and Losing days as counts; for example, 18 profitable days and 11 losing days, plus Break-even days, shown as 0 in the source data. Below that, the PnL analysis card shows Total profit, Total loss, and Net profit in currency; for example:

• Total profit of +€1,603.34

• Total loss of -€1,766.03

• Net profit of -€162.69.

The Spot PnL tab in the OKX Analysis section includes a currency selector, shown set to EUR in the source screenshots . The Spot PnL tab has a performance stats card with a period toggle for 7D, 30D, 90D, and All.The Spot PnL tab displays a headline metric for the selected period;for example, "30D PnL": +€151.73,shown alongside Today's PnL. Below the headline figures, the Spot PnL tab shows an area chart of PnL over the period, with the high and low values labeled directly on the chart; for example, a high of €315.12 and a low of€65.15.

Below the area chart, the Spot PnL tab has a "PnL breakdown" section with a toggle between Current holdings and All-time. Under that toggle, the Spot PnL tab shows a "Holdings PnL" figure; for example€164.70, with a filter/settings icon next to it.Below the Holdings PnL figure, the Spot PnL tab lists a per-asset breakdown table with columns for Name, Amount, and Holdings PnL. In the source data, this table shows: BTC (0.0227, €1,283.91, -€116.14 / -8.3%), EURC (9.9233, €9.91, -€0.34 / -3.36%), HYPE (20.4564, €1,190.46, -€47.05 / -3.81%), and SOL (0.0000, €0.00, -€0.00 / -7.9%). A footer note reads "All data has been loaded" once the full list is shown.

The Futures PnL tab in the OKX Analysis section has two sub-tabs: PnL ranking and Funding fees. Like the Spot PnL tab, the Futures PnL tab includes a currency selector shown set to EUR.The Futures PnL tab uses the same performance stats card pattern as Spot PnL, with a 7D/30D/90D/All period toggle. It shows a headline "Total PnL" figure for the selected period; for example, +€53.12 on the All period, alongside Today's PnL, shown as €0.00 in the source data. Beyond that, the Futures PnL tab adds three metrics not present on the Spot PnL tab: Win rate (for example, 61.90%), Positions (for example, 21), and Risk/reward ratio (for example, 1:2.31). A collapse/expand chevron sits under these stats, suggesting more detail is available when expanded.

Below the performance stats card, the Futures PnL tab shows a trading calendar in month view, with forward and back arrows to the change month. The source material shows both 06/2026 and 07/2026 views. Individual days in the trading calendar are color-coded and annotated with that day's PnL figure when there was trading activity: green for positive days (for example, "5" showing "+1.1") and the current day outlined or selected (for example, "7" showing "+0.2", with "12" appearing as the outlined/selected day in the 07/2026 view). Days without trading activity are left unmarked.

The PnL ranking sub-tab under Futures PnL has two filter dropdowns: a time filter (All time, or Last 30 days) and a metric filter, with Net PnL shown as the selected option. Below the filters, the PnL ranking sub-tab shows a ranked list of traded instruments, each displayed with an icon, the symbol and contract type, a horizontal bar sized to relative PnL, and the Net PnL figure in currency. In the source data (All time filter), the list shows: TRXUSD UM X-Perp (+€25.84), BTCUSD UM X-Perp (+€22.11), SPCXUSD UM X-Perp (+€15.22), NESUSD UM X-Perp (+€1.15), REUSD UM X-Perp (+€1.11), and CLUSD UM X-Perp (-€0.67). All instruments shown are labeled "UM X-Perp," meaning USD-margined X-Perps.Changing the time filter on the PnL ranking sub-tab reorders and changes the list, comparing the All time and Last 30 days views shows different rankings, confirming the list is period-dependent rather than a fixed leaderboard.

The Funding fees sub-tab under Futures PnL has two filter dropdowns: a time filter (All time) and a symbol filter (All symbols). Below the filters, the Funding fees sub-tab shows three headline figures: Total, Received, and Paid. For example, a Total of -€0.82, Received of +€0.52, and Paid of -€1.33.Below the headline figures, the Funding fees sub-tab shows a "Monthly funding fees" figure for the most recent month. For example, -€0.03 for 06/2026, alongside a bar chart of funding fees across recent months, shown spanning 03/2026 to 06/2026 in the source data. Below the chart, the Funding fees sub-tab includes a "Real-time funding rate" section; its expanded content was not captured in the source material.

Disclaimer:

This content is provided for informational purposes only and may cover products that are not available in your region. It does not constitute investment or financial product advice, not it is a recommendation or solicitation to buy or sell financial instruments or to engage in any specific trading strategy.

Trading in financial instruments involves a significant risk of loss and may not be suitable for all investors. If you invest in X-Perps or other derivatives you may lose some or all of the money you invest. X-Perps are leveraged instruments; leverage can amplify both gains and losses. The value of investments and any income derived from them can go down as well as up, and you may not recover the amount originally invested. Past performance is not a reliable indicator of future results. You should carefully consider your investment objectives, level of experience, and risk appetite before engaging in any trading activity.

OKX Europe Markets Ltd ("OEM"), which is authorised and regulated by the Malta Financial Services Authority (MFSA) under the Investment Services Act (Chapter 370 of the Laws of Malta) as a Investment Services Licence Holder (Licence No. OEML-15905).

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