Kraken logo Kraken portfolio tracker

Your Kraken history with cost basis, staking rewards as income and the tax figure for your country.

Connect Kraken read only, or upload your transaction history. You get the return between any two dates, your coins next to everything else you own, and a capital gains report for your country.

US Est. 2011 FinCEN FCA FINTRAC AUSTRAC
Free plan, no card One portfolio and 10 stock holdings free Bonds, options and custom assets do not count
A portfolio dashboard with the as of date control, balances, total return and IRR
AllInvestView
The broker

What Kraken does well

What people like about Kraken, and why they stay.

Crypto exchange operating since 2013.

200+ cryptocurrencies with liquidity.

Staking rewards on 20+ cryptocurrencies.

Kraken Pro trading interface with charting tools.

Margin and futures trading for experienced traders.

The gap

What your broker leaves to you

Your broker is built for trading. The return, the tax figure and the view across accounts are what you get here.

Kraken keeps crypto balances, trades and staking activity in its account view. Investments held elsewhere are outside that total.

Add the other accounts. The combined view totals them while keeping each account separate.

Kraken exports crypto transactions in seven account currencies. The file does not compare cost-basis methods.

The tax report calculates gains with FIFO, LIFO, HIFO or average cost.

Staking rewards appear in the crypto history. Each reward still needs a value and cost basis for tax.

Import each reward as an income event. The tax report keeps its value and cost basis with the transaction.
What you get

What AllInvestView does with your Kraken data

200,000+
Stocks, funds, bonds and crypto priced daily
80+
Exchanges, so your local listing is the one you see
14
Countries with capital gains rules built in

See what you held on one date

A Kraken history is mostly buys, sells, transfers in and out, and staking rewards.

Choose an earlier date. The dashboard rebuilds the holdings, weights, balances and return from that day.

See past holdings
Portfolio holdings and weights rebuilt on a selected past date AllInvestView
The portfolio and every holding as they stood on December 31.

See how each sale changes your tax

Kraken disposals still need cost basis from earlier purchases and incoming transfers.

Choose FIFO, LIFO, HIFO or average cost. The report shows realized gains, unrealized gains, dividends and estimated tax.

Open the tax report
Tax report with cost basis, gains, dividends and estimated tax AllInvestView
Tax lots, gains, dividends and estimated tax in one report.

See your return between two dates

A Kraken balance can change between two dates because of both trading and rewards.

Set a start and end date. The screen shows capital gain, IRR and dividend yield for that period.

See period performance
Portfolio return calculated between two selected dates AllInvestView
The return, capital gain and dividend yield for one selected period.

What Kraken gives you, and what is added here

Area Kraken With AllInvestView
Multi-Asset View The account view covers assets held with this broker. Different asset classes can share one portfolio.
Tax Reporting The broker tools include basic transaction export for manual tax filing. The tax report supports FIFO, LIFO, HIFO and average cost.
Performance Analytics The broker tools include basic P&L per position. The dashboard calculates XIRR and return between chosen dates.
Portfolio Allocation The broker tools include Crypto allocation. The dashboard shows allocation across every holding.
Multi-Broker View The account view covers holdings kept with this broker. Accounts from several brokers can be viewed together.
Risk Analytics The account report focuses on positions and account activity. The risk view shows ratios, value at risk and simulations.
Where you file

For investors filing in the United States

Your Kraken history turns into a capital gains report you can take to Schedule D.

Short term and long term split, so the two rates land where they belong

Wash sales flagged inside the 30 day window, across every account you hold here

FIFO, LIFO, HIFO and average cost, compared side by side before you sell

The 3,000 USD annual loss deduction applied the way the rules apply it

Getting started

Getting your Kraken history in

1

Export from Kraken

Open History > Export in Kraken. Download the trading-history CSV and upload it to AllInvestView.

2

Upload it

The importer reads the column layout on its own, identifies the securities and shows you every row before anything is saved.

3

Read your portfolio

Prices update daily. Nothing else to keep up to date by hand.

Kraken

About Kraken

US • Est. 2011 • Regulated by FinCEN, FCA, FINTRAC, AUSTRAC
Asset types Crypto
Account types IndividualCorporate
Currencies USDEURGBPCADAUDJPYCHF
Fees Spot trading: maker 0.16%, taker 0.26% (volume discounts available). Futures from 0.02% maker / 0.05% taker.
Suits Security-conscious crypto investors using Kraken • Staking enthusiasts using Kraken • Active crypto traders using Kraken • Institutional and corporate crypto holders using Kraken
More than one account

Kraken and everywhere else you hold something

Most people end up with two or three accounts. Bring them all in and they add up to one portfolio, with one return and one tax report.

Questions

Kraken and AllInvestView, answered

Can I sync my Kraken account with AllInvestView?
The read-only connection is direct, not an aggregator. It imports positions and trades but cannot place orders or move money.
Does AllInvestView track Kraken staking rewards?
Record each reward as income with its date and value. It then stays with the holding and its tax history.
Is the Kraken connection read only, and is it an aggregator?
The connection to Kraken is read only. It can see positions and transactions, and it can never place an order or move money. It is a direct broker connection, not a service that logs in with your password on your behalf. Broker sync is part of the paid plans. On the free plan you import a file instead.
Does it show my options with Greeks?
Kraken does not offer options, so there is nothing to read here from this account. If you trade options at another broker, add that account and the options dashboard covers it: delta, gamma, theta, vega and rho per position.
Which cost basis methods can I choose?
FIFO, LIFO, HIFO and average cost. You pick the method on the tax report and the whole report is recalculated, so you can see what each one would cost you before you sell.
How are several currencies handled?
Each position keeps the currency it was bought in. The portfolio is then valued in the base currency you choose, using the rate for the day, so the currency move is part of the return you read.
Can I bring years of history from a file?
Yes. Export the full transaction history from Kraken and upload it. The importer reads the column layout, identifies the securities and shows every row for review before anything is saved, so your cost basis and your returns start from the complete record rather than from today.
What does the free plan cover?
One portfolio and 10 stock holdings, with no card. Bonds, options and custom assets are not counted against that. Broker sync, more portfolios and more holdings are on the paid plans.

See what your Kraken portfolio has really done

Connect the account read only or upload the file. The return, the dividends and the tax figures are waiting on the other side.

Create a free account