How recurring investments work
A recurring investment is a rule that runs once a week, every Friday, after your funds settle.
At each weekly execution, Kraken takes a snapshot of the available Dual Investments and places one that matches the settings in your rule.
Because the available options change with the market, the trigger price and APR are set at the moment of each execution, not when you create the rule.
Reading the historical APR chart
The chart shows the history of the available APRs over time: the highest, mid, and lowest APR offered each week.
A new data point is captured every Friday, just before execution, so the chart reflects the same conditions used when your rule runs.
Use it to gauge the trend. For example, if APRs have been falling week over week, you may want to lower your APR range so your rule can still be filled. If they have been climbing, you have more room to target a higher APR.
What you set when creating a rule
Investment asset: the asset you want to invest each week (for example, BTC, ETH, or USD), using the same options available for a one-time Dual Investment.
Duration: how long each investment is active, either 1 week or 2 weeks.
Quantity: the amount of the investment asset to commit each week.
APR preference: whether each execution should target the Highest, Mid, or Lowest available APR that fits your rule.
APR range (optional): a minimum and maximum APR. When set, Kraken only considers options inside that band, then applies your APR preference within it.
Time in force: how the rule behaves over time (see below).
Time in force: Good till Cancel vs Good till Fail
Rule statuses
Scheduled: the rule is queued for an upcoming weekly execution and has not run yet.
Successful: the weekly execution ran and the investment was placed.
Skipped: the execution was attempted but no investment was placed, for example because no option matched your APR settings, or you did not have enough funds.
Cancelled: the rule was cancelled, either by you or automatically under Good Till Fail.
Funding your rule
You can create a rule even if you do not currently hold the full quantity. You will see a reminder to deposit funds before the next execution.
If you do not have enough available balance when the rule runs, that week is skipped. Under Good Till Cancel the rule tries again the following week. Under Good Till Fail the rule is cancelled.
Limits and managing rules
You can have up to 10 active rules at a time. To create another once you reach the limit, cancel an existing rule first.
You can edit or cancel a rule at any time.
Cancelling a rule stops future weekly investments. It does not exit a Dual Investment the rule has already placed. Like any Dual Investment, those run until their own settlement and cannot be unlocked early.
Execution is not guaranteed
Setting up a rule is a standing instruction for automatic weekly Dual Investments. Yield and trigger price are determined at each execution based on market conditions at that time, and any week where your preferences cannot be met is skipped.