2026

P

Crypto Exchange

CCXT

P2B Portfolio Tracker and Exchange Balance Monitoring

Clarity gives P2B users one place to track exchange balances, funding movement, and portfolio exposure with complete financial context.

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Why track P2B with Clarity

Sync P2B with Clarity to track your crypto portfolio across every exchange and wallet in one place. Balances, trades, and transfers update automatically so you always have an accurate picture of your digital asset holdings without switching between apps.

Clarity's multi-exchange portfolio tracker aggregates your P2B activity with data from other exchanges, DeFi protocols, and on-chain wallets. Cost-basis calculations run in real time, giving you precise unrealized gain and loss figures for every token you hold.

When tax deadlines approach, Clarity turns your P2B trade history into organized tax reports. FIFO cost-basis tracking helps you stay compliant while surfacing opportunities to offset gains through strategic tax-loss harvesting.

Exchange account visibility

Monitor P2B balances and valuation movement in one dashboard.

Track P2B deposits and withdrawals with cross-account context.

Measure how P2B activity changes your total net worth trend.

Integration source

Provider

CCXT

Key facts

P2B is connected via read-only API key with encrypted credential storage — no withdrawal permissions needed.

Trade history, deposits, and withdrawals synced with automatic FIFO cost basis calculation.

Staking rewards and ledger entries captured where the exchange supports them.

P2B trading pairs and order history feed into Clarity's portfolio-wide cost basis and tax reporting engine.

Cross-exchange P2B holdings are aggregated with wallet and other exchange positions for total crypto exposure.

How to connect P2B to Clarity

Step-by-step guide to connect P2B and start tracking in Clarity.

1
Create a Clarity account
Sign up with your email or Google account. No credit card is required to start connecting exchanges.
2
Generate a read-only API key on the exchange
Log into your exchange, navigate to API management, and create a new key with read-only permissions. Never grant withdrawal access.
3
Enter your API credentials in Clarity
Paste your API key, secret, and passphrase (if required) into the Connect page. Credentials are encrypted at rest.
4
Start your first sync
Clarity pulls balances, trade history, deposits, and withdrawals. Cost basis is calculated automatically using FIFO.

What Clarity tracks from P2B

Exchange balances

Current balances across all wallets on the exchange (spot, margin, futures).

Trade history

Up to 2 years of trade data per market symbol with cost basis calculation.

Deposits and withdrawals

Fiat and crypto deposit and withdrawal history with timestamps.

Staking rewards

Ledger entries for staking, airdrops, and dust conversions where supported.

Cost basis (FIFO)

Automatic FIFO cost basis calculation with wash sale detection for tax reporting.

Security and privacy for P2B

Read-only API keys

Clarity only requires read-only API permissions. Never grant withdrawal or trading access to your exchange API key.

Encrypted credential storage

API keys and secrets are encrypted at rest before storage. They are never logged or exposed in plaintext.

No withdrawal capability

Clarity cannot move funds on your exchange. The connection is strictly for balance and trade history retrieval.

Exchange-specific details

Connection method: REST API with encrypted key pair (read-only)
Rate limits: Exchange-enforced per-endpoint limits. Clarity uses adaptive request pacing to stay within quotas.
Sync scope: Spot, margin, and futures wallets. Trade history up to 2 years. Deposits, withdrawals, and ledger entries.
Cost basis: Automatic FIFO cost basis calculation with wash sale detection across all connected exchanges.
Passphrase support: Exchanges requiring a passphrase (KuCoin, OKX, Bitget) are fully supported.

Common use cases

Use Clarity as your P2B portfolio review workspace for weekly check-ins.
Track P2B transfers and balances without switching across tools.
Compare P2B performance against brokerage and cash account trends.

Related guides and resources

Spending Analysis Balance Verification Tax Reporting Sync Timed Out Provider Rate Limit Hit Institution details Coverage status

Sync coverage metrics

93%

Sync success rate

94%

Availability

5m

Median refresh

strong

Reliability tier

default baseline

Assets trackable through P2B

Bitcoin

Cryptocurrencies

BTC

Ethereum

Cryptocurrencies

ETH

Solana

Cryptocurrencies

SOL

XRP

Cryptocurrencies

XRP

BNB

Cryptocurrencies

Frequently asked questions

Can I use Clarity as a P2B portfolio tracker?

Yes. Clarity supports P2B tracking with account-level and net worth context in one dashboard.

What can I monitor after connecting P2B?

You can monitor balances, account activity trends, and how P2B impacts your broader financial picture.

Is this P2B page search-intent specific?

Yes. This page is designed for people searching P2B tracking and integration workflows.

Is it safe to connect P2B to Clarity?

Clarity uses read-only access through trusted providers like Plaid, CCXT, and Alchemy. Your P2B credentials are never stored on our servers, and all data is protected with bank-level encryption.

Can I track all my P2B trades for taxes?

Clarity syncs your complete P2B trade history, calculates cost basis using FIFO, and helps you generate the data needed for Form 8949 reporting. Wash sale detection is also included.