rotki

Open the app, point it at your wallets, and watch everything line up in one place. With rotki you build a complete view of your holdings by adding blockchain addresses, connecting read‑only API keys for exchanges, and importing files when needed. Start a sync to pull balances, positions, and activity across chains and DeFi tooling into a single timeline. You’ll see coins and tokens, liquidity stakes, loans, and rewards side by side, so you can stop bouncing between explorers and dashboards.

For day‑to‑day management, use the unified ledger to reconcile deposits, withdrawals, swaps, and transfers. Filter by network, protocol, or exchange to find specific events fast. Tag transactions with labels like “airdrop,” “bridge,” or “rebalance,” and add notes for future audits. Group assets into custom views (long‑term, trading stack, treasury) and track entry prices to understand exposure. When you adjust positions—unwind a pool, repay a loan, or rotate into stables—you can verify the before/after state immediately and confirm the impact on your overall exposure.

When it’s time to measure performance or prepare paperwork, choose a date range and generate a gains and losses summary that spans every connected source. Break it down by venue, chain, or asset to understand what drove results. Export clean CSVs for trades, transfers, and the final report, then load them into your spreadsheet model or hand them to your accountant. The free tier includes a cap on the number of processed transactions and may not include every integration; upgrade if you need full protocol coverage or large‑scale histories. Either way, you stay in control of what’s computed and what’s shared.

Privacy matters in this workflow: rotki keeps your data on your machine, and API keys remain under your control. No cloud account is required, so you can audit and analyze even when offline. Power users can script imports, standardize tags, and run periodic snapshots to compare month‑over‑month changes. Teams can mirror the same setup for a DAO treasury or company balance sheet, using consistent categories for review. Whether you’re optimizing yield, rebalancing a long‑term portfolio, or assembling tax documents, rotki gives you a repeatable, local‑first process that turns scattered crypto activity into clear, actionable records.