recipe-portfolio-snapshot-csv

Export a portfolio snapshot with balances and valuations to CSV.

23 stars

Best use case

recipe-portfolio-snapshot-csv is best used when you need a repeatable AI agent workflow instead of a one-off prompt.

Export a portfolio snapshot with balances and valuations to CSV.

Teams using recipe-portfolio-snapshot-csv should expect a more consistent output, faster repeated execution, less prompt rewriting.

When to use this skill

You want a reusable workflow that can be run more than once with consistent structure.

When not to use this skill

You only need a quick one-off answer and do not need a reusable workflow.
You cannot install or maintain the underlying files, dependencies, or repository context.

Installation

Claude Code / Cursor / Codex

$curl -o ~/.claude/skills/kraken-official-recipe-portfolio-snapshot-csv/SKILL.md --create-dirs "https://raw.githubusercontent.com/jiayaoqijia/cryptoskill/main/skills/exchanges/kraken-official-recipe-portfolio-snapshot-csv/SKILL.md"

Manual Installation

Download SKILL.md from GitHub
Place it in .claude/skills/kraken-official-recipe-portfolio-snapshot-csv/SKILL.md inside your project
Restart your AI agent — it will auto-discover the skill

How recipe-portfolio-snapshot-csv Compares

Feature / Agent	recipe-portfolio-snapshot-csv	Standard Approach
Platform Support	Not specified	Limited / Varies
Context Awareness	High	Baseline
Installation Complexity	Unknown	N/A

Frequently Asked Questions

What does this skill do?

Export a portfolio snapshot with balances and valuations to CSV.

Where can I find the source code?

You can find the source code on GitHub using the link provided at the top of the page.

SKILL.md Source

# 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

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