Rotki

Rotki started as a personal solution in 2017 by co-founder Lefteris Karapetsas, aiming to bring transparency and self-sovereignty to financial data management. Over the years, the tool has evolved into a full-fledged privacy-centric accounting and analytics engine for crypto users. Its open-source nature ensures that anyone can audit, verify, or contribute to the platform via GitHub, fostering a high level of trust and community involvement.

The platform is designed to operate locally, with data encryption that ensures the user is the sole party with access to their financial information. This starkly contrasts with traditional portfolio tracking and tax software like CoinTracker, Koinly, and TokenTax, which often require extensive access to user data on cloud servers. Rotki flips this model on its head by never uploading any sensitive information to external services.

Users can import their wallets and accounts from numerous blockchains and exchanges including Ethereum, Bitcoin, Polkadot, Polygon, Kraken, Binance, Coinbase, and many more. Additionally, Rotki supports over 90 DeFi protocols like Aave, Uniswap, Curve, Compound, GMX, Lido, Yearn, MakerDAO, and Balancer. This broad integration allows users to track activities such as liquidity provision, borrowing/lending, staking, and airdrop participation, all in one place.

Free users have access to core features such as viewing recent transactions, net worth graphs (limited to 2 weeks), and integration with select services. Premium users unlock advanced analytics, higher data limits, detailed staking and profit/loss reports, and syncing across multiple devices with encrypted backups. Unique to Rotki is also a bespoke crypto accounting service where professionals use the software and custom scripts to help users reconcile complex portfolios for reporting or audit purposes.

Ultimately, Rotki sets itself apart by offering a secure, transparent, and customizable alternative to typical cloud-based financial tools. It caters to those who value data ownership, privacy, and financial precision—from individual investors to institutional clients and DAOs.

Rotki provides numerous benefits and features that make it a standout project in the crypto accounting space:

• Open Source & Transparent: Built on a completely open-source codebase, allowing anyone to verify how their data is handled.
• Local-First Data Storage: All user data is stored locally and encrypted, ensuring maximum privacy and user control.
• Extensive Integrations: Supports 90+ DeFi protocols, 20+ exchanges, and major blockchains like Ethereum, Bitcoin, Polygon, and more.
• Tax & Profit Reports: Generate jurisdiction-agnostic profit/loss reports and prepare accurate tax documentation.
• Staking Insights: Track staking performance, estimated APR, and staking history across platforms like Kraken, Liquity, and ETH2.
• Premium Analytics: Access detailed graphs for asset value over time, net worth distributions, and more.
• Bespoke Accounting Services: A unique offering where rotki's team assists in cleaning, organizing, and preparing complex portfolios.
• No Email or Cloud Required: Setup and use the app without providing any personal information.

Getting started with Rotki is simple and privacy-preserving, making it ideal for users seeking control over their financial data.

• Step 1 – Download the App: Visit the official website and download the latest version of Rotki for your operating system. The app is available for Linux, macOS, and Windows.
• Step 2 – Install and Launch: Once downloaded, install Rotki and launch the application. No email or signup is required.
• Step 3 – Add Accounts & Wallets: Connect your crypto wallets and exchange accounts. Rotki supports API integrations with platforms like Binance, Coinbase, Kraken, and dozens more.
• Step 4 – Sync and Analyze: Let Rotki import your data. View your portfolio dashboard, analyze your net worth, track DeFi activity, and generate profit/loss reports.
• Step 5 – Upgrade to Premium (Optional): Unlock additional features like full analytics, extended historical tracking, staking performance, DEX accounting, and more by purchasing a Premium Plan through the app or website.
• Step 6 – Explore Advanced Tools: Use custom features such as event filtering, graphs, staking breakdowns, and premium protocol tracking.
• Step 7 – Use Bespoke Services (Optional): For users with complex portfolios, book a crypto accounting session with the Rotki team via their official accounting services page.