okx-defi-invest

name	okx-defi-invest
description	OKX-aggregated DeFi discovery and execution — for users who want OKX to find and route to the best protocol WITHOUT naming a specific DApp. **If the user names ANY third-party protocol/DApp as destination (Aave, Lido, PancakeSwap, Uniswap, Curve, Compound, Morpho, Pendle, Kamino, Raydium, Hyperliquid, Polymarket, etc.), route to okx-dapp-discovery — NOT here, even if the verb (deposit, stake, add liquidity, borrow, claim) matches.** DApp-agnostic triggers: 'invest in DeFi', 'earn yield on stablecoins', 'find best APY', 'deposit/stake for yield', 'search DeFi products', 'redeem/withdraw position', 'claim DeFi rewards', 'borrow against asset', 'repay loan', 'add/remove CLMM liquidity', 'APY/TVL history', 'CLMM depth chart'. Also covers DeFi investing, yield farming, lending, borrowing, staking, liquidity pools, APY/TVL trends. Do NOT use for: DEX swaps (okx-dex-swap), token prices (okx-dex-market), wallet balances (okx-wallet-portfolio), positions-only views (okx-defi-portfolio).
license	MIT
metadata	{"author":"okx","version":"4.0.0","homepage":"https://web3.okx.com"}

OKX DeFi Invest

Multi-chain DeFi product discovery and investment execution. The CLI handles precision conversion, multi-step orchestration, and validation internally.

For CLI parameter details, see references/cli-reference.md.

Skill Routing

• For DApp-named investing/lending/staking → use okx-dapp-discovery
• For DeFi positions / holdings → use okx-defi-portfolio
• For token price/chart → use okx-dex-market
• For token search by name/contract → use okx-dex-token
• For DEX spot swap execution → use okx-dex-swap
• For wallet token balances → use okx-wallet-portfolio
• For broadcasting signed transactions → use okx-onchain-gateway
• For Agentic Wallet login, balance, contract-call → use okx-agentic-wallet

Command Index

#	Command	Description
1	defi support-chains	Get supported chains for DeFi
2	defi support-platforms	Get supported platforms for DeFi
3	defi list	List top DeFi products by APY
4	defi search --token <tokens> [--platform <names>] [--chain <chain>] [--product-group <group>]	Search DeFi products
5	defi detail --investment-id <id>	Get full product details
6	defi invest --investment-id <id> --address <addr> --token <symbol_or_addr> --amount <minimal_units> [--chain <chain>] [--slippage <pct>] [--tick-lower <n>] [--tick-upper <n>] [--token-id <nft>]	One-step deposit (CLI handles prepare + precision + calldata)
7	defi withdraw --investment-id <id> --address <addr> --chain <chain> [--ratio <0-1>] [--amount <minimal_units>] [--token-id <nft>] [--platform-id <pid>] [--slippage <pct>]	One-step withdrawal (CLI handles position lookup + calldata)
8	defi collect --address <addr> --chain <chain> --reward-type <type> [--investment-id <id>] [--platform-id <pid>] [--token-id <nft>] [--principal-index <idx>]	One-step reward claim (CLI handles reward check + calldata)
9	defi positions --address <addr> --chains <chains>	List DeFi positions by platform
10	defi position-detail --address <addr> --chain <chain> --platform-id <pid>	Get detailed position info
11	defi rate-chart --investment-id <id> [--time-range <range>]	Historical APY chart data
12	defi tvl-chart --investment-id <id> [--time-range <range>]	Historical TVL chart data
13	defi depth-price-chart --investment-id <id> [--chart-type <type>] [--time-range <range>]	V3 Pool depth or price history chart

Investment Types

productGroup	Description
SINGLE_EARN	Single-token yield (savings, staking, vaults)
DEX_POOL	Liquidity pools (Uniswap V2/V3, PancakeSwap, etc.)
LENDING	Lending / borrowing (Aave, Compound, etc.)

Chain Support

CLI resolves chain names automatically (e.g. ethereum → 1, bsc → 56, solana → 501).

Operation Flow

Step 0: Address Resolution

When the user does NOT provide a wallet address, resolve it automatically from the Agentic Wallet before running any defi command:

1. onchainos wallet status          → check if logged in, get active account
2. onchainos wallet addresses       → get addresses grouped by chain category:
                                       - XLayer addresses
                                       - EVM addresses (Ethereum, BSC, Polygon, etc.)
                                       - Solana addresses
3. Match address to target chain:
   - EVM chains → use EVM address
   - Solana     → use Solana address
   - XLayer     → use XLayer address

Rules:

• If the user provides an explicit address, use it directly — skip this step
• If wallet is not logged in, ask the user to log in first (→ okx-agentic-wallet) or provide an address manually
• If the user says "check all accounts" or "all wallets", use wallet balance --all to get all account IDs, then wallet switch <id> + wallet addresses for each account
• Always confirm the resolved address with the user before proceeding if the account has multiple addresses of the same type

Deposit (invest)

1. defi search --token USDC --chain ethereum       → pick investmentId
2. defi detail --investment-id <id>                 → confirm APY/TVL, get underlyingToken[].tokenAddress
3. token search --query <tokenAddress> --chains <chain>  → get decimal (e.g. 6) for amount conversion
4. Ask user for amount → convert: userAmount × 10^decimal (e.g. 100 USDC → 100000000)
5. Check wallet balance (okx-wallet-portfolio) → if insufficient, warn user and stop
6. defi invest --investment-id <id> --address <addr> --token USDC --amount 100000000
   → CLI returns calldata (APPROVE + DEPOSIT steps)
7. User signs and broadcasts each step in order

Token decimal: Get tokenAddress from defi detail → underlyingToken[].tokenAddress, then use token search --query <tokenAddress> to get decimal. Same approach as DEX swap.

CRITICAL — Balance check is REQUIRED before calling defi invest. You MUST call okx-wallet-portfolio to verify the user has sufficient balance of the deposit token BEFORE generating calldata. If balance is insufficient, STOP and warn the user. Do NOT proceed to defi invest without confirming balance. Skipping this step wastes gas and results in failed on-chain transactions.

Withdraw

CRITICAL — position-detail is MANDATORY before withdraw. You MUST call defi position-detail immediately before every defi withdraw, even if you already have position data from a previous call. Do NOT reuse stale position-detail results.

1. defi positions --address <addr> --chains ethereum
2. defi position-detail --address <addr> --chain ethereum --platform-id <pid>
   → MUST be called fresh — get investmentId, tokenPrecision, coinAmount (current balance)
3. Full exit:
   defi withdraw --investment-id <id> --address <addr> --chain ethereum --ratio 1 --platform-id <pid>
   Partial exit (convert coinAmount to minimal units: amount × 10^tokenPrecision):
   defi withdraw --investment-id <id> --address <addr> --chain ethereum --amount <minimal_units> --platform-id <pid>
4. User signs and broadcasts

Partial exit --amount: position-detail returns coinAmount in human-readable (e.g. "2.3792") and tokenPrecision (e.g. 6). Convert to minimal units: floor(2.3792 × 10^6) = 2379200 → --amount 2379200.

Claim Rewards

CRITICAL — position-detail is MANDATORY before collect. You MUST call defi position-detail immediately before every defi collect, even if you already have position data from a previous call in the conversation. Position data (rewards, investmentId, platformId, tokenId) changes after each on-chain operation (withdraw, previous collect, etc.), so stale data leads to wrong parameters or failed transactions. Do NOT skip this step. Do NOT reuse position-detail results from earlier in the conversation.

1. defi positions --address <addr> --chains ethereum
2. defi position-detail --address <addr> --chain ethereum --platform-id <pid>
   → MUST be called fresh — do NOT reuse prior results
3. defi collect --address <addr> --chain ethereum --reward-type REWARD_INVESTMENT --investment-id <id> --platform-id <pid>
   → CLI returns calldata (or skips if no rewards)
4. User signs and broadcasts

V3 Pool Deposit

1. defi search --token USDT --platform PancakeSwap --chain bsc --product-group DEX_POOL
2. defi detail --investment-id <id>
3. (Optional) defi depth-price-chart --investment-id <id>
   → show liquidity depth distribution to help user pick tick range
4. Ask user for amount and tick range
5. Check wallet balance (okx-wallet-portfolio) → if insufficient, warn user and stop
6. defi invest --investment-id <id> --address <addr> --token USDT --amount 100000000 --range 5
   → CLI handles calculate-entry internally, returns calldata
7. User signs and broadcasts

View Chart Data

Use chart commands to analyze product trends before investing or to monitor existing positions.

APY History — check yield trend before depositing:

defi rate-chart --investment-id <id> --time-range MONTH

• Time ranges: WEEK (default), MONTH, SEASON (3 months), YEAR. DAY is V3 Pool only.
• Returns: timestamp, rate (APY), bonusRate (extra rewards), limitValue (1=peak, -1=trough).

TVL History — evaluate pool size stability:

defi tvl-chart --investment-id <id> --time-range SEASON

• Time ranges: same as rate-chart.
• Returns: chartVos[] with timestamp, tvl (USD), limitValue.

V3 Depth Chart — see liquidity concentration to pick optimal tick range:

defi depth-price-chart --investment-id <id>

• Returns: tick, liquidity, liquidityNet, token0Price, token1Price per tick.
• No --time-range parameter — DEPTH mode always returns current snapshot.
• Use this before V3 Pool deposit to identify where liquidity is concentrated and choose tickLower/tickUpper accordingly.

V3 Price History — see historical relative price between token0 and token1:

defi depth-price-chart --investment-id <id> --chart-type PRICE --time-range WEEK

• Chart types: DEPTH (default), PRICE.
• --time-range only applies to PRICE mode: DAY (default), WEEK.
• Returns: token0Price, token1Price, timestamp per data point.

Step 3: Sign & Broadcast Calldata

After invest/withdraw/collect returns dataList, execute each step via one of two paths:

Path A (user-provided wallet): user signs externally → broadcast via gateway

# For each dataList step:
# 1. User signs the tx externally using dataList[N].to, dataList[N].serializedData, dataList[N].value
# 2. Broadcast:
onchainos gateway broadcast --signed-tx <signed_hex> --address <addr> --chain <chain>
# 3. Poll until confirmed:
onchainos gateway orders --address <addr> --chain <chain> --order-id <orderId>
# → wait for txStatus=2, then proceed to next step

Path B (Agentic Wallet): sign & broadcast via wallet contract-call

EVM chains (Ethereum, BSC, Polygon, Arbitrum, Base, etc.):

onchainos wallet contract-call \
  --to <dataList[N].to> \
  --chain <chainIndex> \
  --input-data <dataList[N].serializedData> \
  --value <value_in_UI_units> \
  --biz-type defi

EVM (XLayer):

onchainos wallet contract-call \
  --to <dataList[N].to> \
  --chain 196 \
  --input-data <dataList[N].serializedData> \
  --value <value_in_UI_units> \
  --biz-type defi

Solana:

onchainos wallet contract-call \
  --to <dataList[N].to> \
  --chain 501 \
  --unsigned-tx <dataList[N].serializedData> \
  --biz-type defi

contract-call handles TEE signing and broadcasting internally — no separate broadcast step needed.

--value unit conversion: dataList[].value is in minimal units (wei). contract-call --value expects UI units. Convert: value_UI = value / 10^nativeToken.decimal (e.g. 18 for ETH/POL, 9 for SOL). If value is "", "0", or "0x0", use "0".

--chain mapping: contract-call and gateway broadcast require realChainIndex (e.g. 1=Ethereum, 137=Polygon, 56=BSC, 501=Solana, 196=XLayer).

Execution rules:

• Execute dataList[0] first, then dataList[1], etc. Never in parallel.
• Wait for on-chain confirmation before next step (Path A: txStatus=2; Path B: contract-call returns txHash).
• If any step fails, stop all remaining steps and report which succeeded/failed.

invest/withdraw/collect only return unsigned calldata — they do NOT broadcast. The CLI never holds private keys.

Displaying Search / List Results

#	Platform	Chain	investmentId	Name	APY	TVL
1	Aave V3	ETH	9502	USDC	1.89%	$3.52B

• investmentId is MANDATORY in every row
• rate is decimal → multiply by 100 and append %
• tvl → format as human-readable USD ($3.52B, $537M)
• Display data as-is — do NOT editorialize on APY values

rewardType Reference

rewardType	When to use	Required params
REWARD_PLATFORM	Protocol-level rewards (e.g. AAVE token)	--platform-id
REWARD_INVESTMENT	Product mining/staking rewards	--investment-id + --platform-id
V3_FEE	V3 trading fee collection	--investment-id + --token-id
REWARD_OKX_BONUS	OKX bonus rewards	--investment-id + --platform-id
REWARD_MERKLE_BONUS	Merkle proof-based bonus	--investment-id + --platform-id
UNLOCKED_PRINCIPAL	Unlocked principal after lock	--investment-id + --principal-index

Key Protocol Rules

• Aave borrow: uses callDataType=WITHDRAW internally — do not expose to user
• Aave repay: uses callDataType=DEPOSIT internally — do not expose to user
• V3 Pool exit: pass --token-id + --ratio (e.g. --ratio 1 for full exit)
• Partial withdrawal (non-V3): pass --amount for the exit amount
• Full withdrawal: --ratio 1

Post-execution Suggestions

Just completed	Suggest
defi list / defi search	View details → defi detail, or start deposit flow
defi detail	Check trends → defi rate-chart / defi tvl-chart, or proceed → defi invest
defi detail (V3 Pool)	View depth → defi depth-price-chart, check price history → defi depth-price-chart --chart-type PRICE
defi invest success	View positions → okx-defi-portfolio, or search more
defi withdraw success	Check positions → okx-defi-portfolio, or check balance → okx-wallet-portfolio
defi collect success	Check positions → okx-defi-portfolio, or swap rewards → okx-dex-swap

Error Codes

Code	Scenario	Handling
84400	Parameter null	Check required params — partial exit needs --amount or --ratio
84021	Asset syncing	"Position data is syncing, please retry shortly"
84023	Invalid expectOutputList	CLI auto-constructs from position-detail; retry or pass --platform-id
84014	Balance check failed	Insufficient balance — check with okx-wallet-portfolio
84018	Balancing failed	V3 balancing failed — adjust price range or increase slippage
84010	Token not supported	Check supported tokens via defi detail
84001	Platform not supported	DeFi platform not supported
84016	Contract execution failed	Check parameters and retry
84019	Address format mismatch	Address format invalid for this chain
50011	Rate limit	Wait and retry

Global Notes

• --amount must be in minimal units (integer). Convert: userAmount × 10^tokenPrecision. Example: 0.1 USDC (precision=6) → --amount 100000. Get tokenPrecision from defi detail or defi position-detail
• The wallet address parameter for ALL defi commands is --address
• --slippage default is "0.01" (1%); suggest "0.03"–"0.05" for volatile V3 pools
• CRITICAL — Solana transaction expiry: Solana DeFi transactions use base58-encoded VersionedTransaction with a blockhash that expires in ~60 seconds. After receiving calldata, you MUST warn the user: "This Solana transaction must be signed and broadcast within 60 seconds or it will expire. Please sign immediately." Do NOT proceed to other conversation without delivering this warning first.
• CRITICAL — High APY risk warning: When displaying search/list results, if any product has APY > 50% (rate > 0.5), you MUST warn the user: "WARNING: This product shows APY above 50%, which indicates elevated risk (potential impermanent loss, smart contract risk, or unsustainable rewards). Proceed with caution." Do NOT silently display high-APY products without this warning.
• CRITICAL — Address-chain compatibility: When calling defi positions or defi position-detail, the --address and chain parameters must be compatible. EVM addresses (0x…) can only query EVM chains; Solana addresses (base58) can only query solana. Never mix them — the API will return error 84019 (Address format error).
  • 0x… address → only pass EVM chains: ethereum,bsc,polygon,arbitrum,base,xlayer,avalanche,optimism,fantom,linea,scroll,zksync
  • base58 address → only pass solana
  • If the user wants positions across both EVM and Solana, make two separate calls with the respective addresses
• User confirmation required before every invest/withdraw/collect execution
• Address used for calldata generation MUST match the signing address