Rotki
Open-source portfolio tracker that keeps your financial data local and private.
Open the official app on rotki.com
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Use it free
Open the official tool or demo — no account needed.
Self-host it
Run the open-source version on your own infrastructure.
What is Rotki?
Rotki is an open-source, self-hosted portfolio management tool designed for cryptocurrency investors and traders. It enables users to track, analyze, and manage their crypto assets across multiple exchanges and blockchains while prioritizing privacy and data control. The tool addresses the challenge of consolidating fragmented crypto holdings, providing a unified view of assets, transactions, and net worth. By allowing users to host the application themselves, Rotki ensures ownership of sensitive financial data, avoiding reliance on third-party cloud services. It is particularly useful for individuals seeking to maintain privacy in their crypto activities, generate tax reports, or monitor portfolio performance across diverse platforms. The project’s focus on transparency and user autonomy makes it a popular choice for both novice and advanced crypto participants.
How it works
Rotki is a privacy-first portfolio tracker and accounting tool for cryptocurrency users. It allows individuals to monitor their crypto holdings, track transactions, and calculate profit/loss without exposing sensitive data to external services. The tool is designed for users who want full control over their financial information, offering a self-hosted solution that operates locally on the user’s device or server. This approach eliminates the need for cloud-based data storage, aligning with the ethos of decentralization in cryptocurrency. Rotki connects to centralized exchanges and EVM (Ethereum Virtual Machine) blockchains to aggregate data on assets, trades, and transactions. It provides a dashboard with real-time net worth tracking, historical profit/loss reports, and a breakdown of assets and liabilities. Users can also view detailed event logs, including deposits, withdrawals, and trades, across multiple platforms.
How to use it
- 1Download the Rotki application from its official repository. 2. Set up the local environment by installing dependencies and configuring the database. 3. Connect to exchanges or blockchains via API keys, ensuring secure credential management. 4. Import historical transaction data or sync with wallets to populate the portfolio. 5. Access the dashboard to view net worth, profit/loss reports, and asset distribution. Practical tips include regularly updating API keys for security, using the built-in export features for tax documentation, and leveraging the community forums for troubleshooting setup issues.
What it can do
- crypto portfolio tracker
Use cases
Assumptions and limitations
Assumptions
- source: https://github.com/rotki/rotki
- license: AGPL-3.0 — free to use
- privacy: Self-hosted — you control your data
Limitations
- Limited support for non-API-based wallets or paper wallets without manual data entry
- Free users receive restricted access to historical data (last 2 weeks only)
- Steep learning curve for users unfamiliar with self-hosting or blockchain data formats
- Dependence on external exchange APIs may introduce latency or connectivity issues
- Lack of native mobile applications restricts on-the-go portfolio management
Understanding the result
Open-source portfolio tracker that keeps your financial data local and private.
Tool details
- Clearly flagged when a network request is needed.
- No account, no sign-up, and no tracking of your content.
- Powered by (MIT).
- Built with
- (rotki/rotki)
- License
- MIT
- Runs locally
- No — requires a network request
- Verification
- Not yet verified
- Input
- Query
- Output
- Text
Built with rotki/rotki. OpenToolVault provides the discovery and browser interface while crediting the original project maintainers.
- Built with
- License
- MIT
Open-source project
OpenToolVault is an independent directory. We are not affiliated with or endorsed by this project.
References
- / — GitHub Repository
Upstream project · GitHub
- AGPL-3.0 License
Upstream project
Frequently asked
How does Rotki ensure user privacy?
Rotki prioritizes privacy by allowing users to host the application locally, eliminating reliance on centralized cloud storage. All data processing occurs on the user’s device or server, and sensitive information like API keys is managed through encrypted configuration files. Users retain full control over their data, avoiding third-party access to transaction histories or portfolio details.
How does Rotki integrate with cryptocurrency exchanges?
Rotki connects to exchanges via their official APIs, requiring users to provide API credentials for read-only access. The tool fetches data such as trade history, balances, and transaction logs, which are then stored locally. This integration enables real-time tracking of portfolio changes without exposing private keys or sensitive account details to external services.
How can I generate a tax report with Rotki?
To create a tax report, users must first import transaction data from exchanges or wallets. Rotki automatically calculates profit/loss based on trade history and cost basis, exporting results in CSV or JSON formats compatible with tax software. Users should verify data accuracy by cross-referencing with exchange statements and adjust parameters like tax jurisdictions or fee structures within the tool’s settings.
How does Rotki compare to alternatives like CoinMarketCap or TokenTax?
Unlike CoinMarketCap, which provides market data rather than personal portfolio tracking, Rotki focuses on individual asset management. Compared to TokenTax, Rotki offers greater customization and self-hosting flexibility but lacks pre-built tax filing integrations. It is more suited for users prioritizing privacy and data ownership over automated tax submission features.
What should I do if Rotki fails to sync with an exchange?
First, verify that API credentials are correctly configured and have sufficient permissions. Check the exchange’s API status for potential outages. If the issue persists, review Rotki’s logs for error messages and consult the community forum for troubleshooting guidance. Reinstalling the application or updating dependencies may resolve compatibility issues with specific exchange APIs.