---
name: kraken-rebalancing-1eb2f1ff874e
version: 1.0.0
description: "Portfolio rebalancing to maintain target allocations across assets."
metadata:
  openclaw:
    category: "finance"
  requires:
    bins: ["kraken"]
---

# kraken-rebalancing

Use this skill for:
- checking current portfolio allocation vs target weights
- calculating rebalance trades
- executing rebalance orders with minimum trade thresholds
- scheduling periodic rebalance checks

## Define Target Allocation

Example target: 50% BTC, 30% ETH, 20% SOL (by USD value).

The agent maintains these weights and compares against current holdings.

## Read Current Portfolio

1. Get balances:
   ```bash
   kraken balance -o json 2>/dev/null
   ```
2. Get current prices for all held assets:
   ```bash
   kraken ticker BTCUSD ETHUSD SOLUSD -o json 2>/dev/null
   ```
3. Calculate USD value of each holding and total portfolio value.
4. Compute current weights: asset_value / total_value for each.

## Calculate Rebalance Trades

For each asset:
- Target value = total_portfolio * target_weight
- Current value = holdings * current_price
- Delta = target_value - current_value
- If delta > threshold: buy (delta / price) units
- If delta < -threshold: sell (|delta| / price) units

Set a minimum trade threshold (e.g., $50) to avoid placing tiny orders that waste fees.

## Paper Rebalance Test

```bash
kraken workspace create sandbox --capital 10000 --mode paper -o json 2>/dev/null
export KRAKEN_WORKSPACE=sandbox

# Initial buys to establish positions
kraken paper buy BTCUSD 0.05 -o json 2>/dev/null
kraken paper buy ETHUSD 1.0 -o json 2>/dev/null
kraken paper buy SOLUSD 10 -o json 2>/dev/null

kraken workspace status -o json 2>/dev/null

# After price drift, rebalance
# Sell overweight asset, buy underweight asset
kraken paper sell BTCUSD 0.005 -o json 2>/dev/null
kraken paper buy SOLUSD 2 -o json 2>/dev/null

kraken workspace status -o json 2>/dev/null
```

## Live Rebalance Execution

1. Calculate all required trades.
2. Present the rebalance plan to the user:
   - Current allocation vs target
   - Proposed trades with estimated fees
3. Validate each order:
   ```bash
   kraken order sell BTCUSD 0.005 --type market --validate -o json 2>/dev/null
   kraken order buy SOLUSD 2 --type market --validate -o json 2>/dev/null
   ```
4. Execute sells first (to free capital), then buys (requires human approval):
   ```bash
   kraken order sell BTCUSD 0.005 --type market -o json 2>/dev/null
   kraken order buy SOLUSD 2 --type market -o json 2>/dev/null
   ```
5. Verify final state:
   ```bash
   kraken balance -o json 2>/dev/null
   ```

## Drift Detection

Periodically compare current weights to targets. Trigger rebalance when any asset drifts beyond a threshold (e.g., 5% absolute drift):

```bash
# Agent checks balance and prices on a schedule
# If |current_weight - target_weight| > 0.05 for any asset → rebalance
```

## Rebalance with Limit Orders

For lower fees, use limit orders instead of market:

```bash
PRICE=$(kraken ticker SOLUSD -o json 2>/dev/null | jq -r '.[].ask_price')
kraken order buy SOLUSD 2 --type limit --price $PRICE -o json 2>/dev/null
```

Check fills before declaring rebalance complete:

```bash
kraken open-orders -o json 2>/dev/null
```

## Hard Rules

- Never execute rebalance trades without explicit human approval.
- Always present the full rebalance plan (sells and buys) before execution.
- Execute sells before buys to ensure sufficient quote currency.
- Respect minimum order sizes for each pair (check pair info with `kraken pairs`).
- Apply a minimum trade threshold to skip negligible adjustments.
- 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`.


---
Source attribution: jiayaoqijia
Original project: https://github.com/jiayaoqijia/cryptoskill/blob/bcc0d208deaa4f1f80aa0df7ca26c4bed6318918/skills/exchanges/kraken-official-rebalancing/SKILL.md
License: MIT
License information: https://opensource.org/license/mit
Original upstream instructions; downloaded from Mega AI Hub.

## Upstream license notice

MIT License

Copyright (c) Payward, Inc. (Kraken)

Permission is hereby granted, free of charge, to any person obtaining a copy
of this software and associated documentation files (the "Software"), to deal
in the Software without restriction, including without limitation the rights
to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
copies of the Software, and to permit persons to whom the Software is
furnished to do so, subject to the following conditions:

The above copyright notice and this permission notice shall be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
SOFTWARE.



# Mega AI Hub resource metadata

Creator / publisher: jiayaoqijia
Original project: https://github.com/jiayaoqijia/cryptoskill/blob/bcc0d208deaa4f1f80aa0df7ca26c4bed6318918/skills/exchanges/kraken-official-rebalancing/SKILL.md
Attribution basis: Source repository record

Fields of work: Finance & Accounting
Roles: Accountant, CFO / FP&A, Financial Analyst
Specialties: API
Tools: Kraken
Country applicability: Country not specified
Classification basis: Source catalog labels
Instruction SHA-256: eb270659bc575081255682968a01b75516e536a5e363da0fc9c06805c17dc169