rotki

Private, open-source crypto portfolio tracking with unified P/L and CSV export
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1.2 See all
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Skip the spreadsheets and build a single, private command center for your crypto. Start by creating a workspace, then add every place you hold assets: paste wallet addresses for the chains you use and link API keys from your custodial accounts. rotki pulls balances, trade history, deposits, and withdrawals, and inspects supported DeFi protocols to surface lending, LP, and staking positions. Because it’s open source and privacy‑first, you stay in control of the data you aggregate.

Once connected, use the unified view to run your daily check‑ins. See spot holdings, stablecoin reserves, and active DeFi positions across networks and venues without hopping between apps. Drill into a specific account or chain to review movement over any period: filter by asset, venue, or transaction type to find exactly what changed and when. Investigate inconsistencies by rescanning a source or narrowing the time window. This workflow makes it straightforward to reconcile exchange fills with on‑chain activity and monitor how positions evolve.

For analysis, switch to historical insights to understand performance. Pick a date range—last month, quarter, or custom—and let rotki compute gains and losses across all connected sources. Compare outcomes by asset or protocol to see what’s working, which fees bite, and where capital is idle. Cross‑chain and cross‑exchange aggregation means you can evaluate a strategy holistically instead of guessing from fragments. These views turn raw transaction logs into actionable signals for rebalancing, unwinding, or allocating to new opportunities. more

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Review Summary

Features

  • Open-source, privacy-first portfolio tracking app
  • Unified balances across exchanges, wallets, and supported DeFi protocols
  • Import of exchange API keys and public wallet addresses
  • Historical trades, deposits, and withdrawals inspection
  • Cross-chain aggregation and performance insights
  • Time-range profit and loss computation
  • CSV export for accounting and tax workflows
  • Free tier limits on transaction count and protocol coverage

How It’s Used

  • Individual trader consolidating assets to review daily balances and fills
  • Tax preparation: generate a time-bound P/L and export CSV for an accountant
  • DeFi participant tracking lending, LP, and staking positions across protocols
  • Crypto fund or DAO treasury monitoring multi-exchange, multi-chain exposure
  • Bookkeeper reconciling on-chain transfers with exchange deposits and withdrawals
  • Analyst evaluating strategy performance to guide rebalancing or unwinds
  • Auditor or compliance reviewer requesting standardized CSV evidence of activity

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