Recipe Portfolio Snapshot CSV

Export a portfolio snapshot with balances and valuations to CSV.

krakenfx Updated

File contents

Portfolio Snapshot to CSV

PREREQUISITE: Load the following skill to execute this recipe: kraken-portfolio-intel

Capture a point-in-time portfolio snapshot combining balances, prices, and earn allocations.

Steps

  1. Get all balances: kraken balance -o json 2>/dev/null
  2. Identify held assets (non-zero balances)
  3. Get prices for all held assets: kraken ticker BTCUSD ETHUSD SOLUSD -o json 2>/dev/null
  4. Get earn allocations: kraken earn allocations --hide-zero-allocations --converted-asset USD -o json 2>/dev/null
  5. Calculate USD value per asset
  6. Check futures positions: kraken futures positions -o json 2>/dev/null
  7. Format as CSV: asset, balance, price_usd, value_usd, earn_allocated, total_exposure
  8. Output to stdout or write to file
  9. Include timestamp and total portfolio value as header row

If you hit a mismatch between what you are trying to do and the CLI's interface or responses — including a mismatch between this skill and the installed CLI version's contract — feel free to submit feedback with kraken feedback.

krakenfx/kraken-cli/tree/main/skills/recipe-portfolio-snapshot-csv commit b60f2012ca

Frequently asked questions

npx skillmds@latest add krakenfx/recipe-portfolio-snapshot-csv