# Recipe Portfolio Snapshot CSV

> Export a portfolio snapshot with balances and valuations to CSV.

- Skill: `krakenfx/recipe-portfolio-snapshot-csv` (Agent Skill)
- Install (CLI): `npx skillmds@latest add krakenfx/recipe-portfolio-snapshot-csv`
- Raw SKILL.md: https://api.skillmd.com/api/skills/krakenfx/recipe-portfolio-snapshot-csv/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Data & Analytics
- Author: krakenfx (https://skillmd.com/u/krakenfx)
- Updated: 2026-09-17
- Page: https://skillmd.com/skills/krakenfx/recipe-portfolio-snapshot-csv

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# 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`.