rotki is an open-source portfolio manager that provides comprehensive tracking and analysis of cryptocurrency investments while prioritizing user privacy through local data storage. The platform supports integration with 18+ centralized exchanges and 9+ DeFi protocols, offering advanced features including detailed profit/loss reporting, historical accounting, and comprehensive staking analytics, all while ensuring users maintain complete control over their financial data.

rotki Overview

rotki's Privacy-First Portfolio Management Architecture

rotki distinguishes itself in the cryptocurrency portfolio management space by prioritizing user privacy and data ownership through its unique local-first architecture. Unlike cloud-based solutions, all user data is stored locally on the user's device, ensuring complete control over sensitive financial information while still providing comprehensive portfolio tracking capabilities.

Comprehensive Exchange Integration System

The platform offers extensive connectivity with over 18 major cryptocurrency exchanges, including:

  • Major CEX platforms: Binance, Coinbase Pro, Kraken, KuCoin
  • Regional exchanges: Bitcoin.de, Independent Reserve
  • Specialized platforms: Bitfinex, Bitmex, Bybit

This broad integration enables users to maintain a unified view of their trading activities across multiple venues without compromising data privacy.

Advanced DeFi Protocol Support

rotki's DeFi tracking capabilities extend across multiple protocols:

  • Lending platforms: AAVE, Compound
  • DEX platforms: Uniswap, Sushiswap, Balancer
  • Yield generation: Yearn Finance
  • Stablecoin protocols: Maker DAO, Liquity
  • Decentralized advertising: Adex

Each protocol integration provides detailed position tracking and historical performance analysis.

Privacy-Centric Portfolio Analytics

The platform's analytics suite includes:

  • Real-time portfolio valuation
  • Historical performance tracking
  • Detailed profit/loss analysis
  • Advanced staking analytics
  • Cross-protocol position monitoring

All computations are performed locally, ensuring sensitive financial data never leaves the user's device.

Tiered Feature Access Model

rotki implements a dual-tier pricing structure:

  1. Starter Plan (Free):

    • Basic portfolio tracking
    • Limited transaction history
    • Essential staking features
    • Standard analytics tools
  2. Premium Plan (10.79€):

    • Unlimited transaction history
    • Advanced staking features
    • Comprehensive DeFi tracking
    • Enhanced analytics capabilities
    • Historical accounting
    • Detailed P&L analysis

Open Source Development Approach

As an open-source platform, rotki maintains transparency in its development while enabling community contributions and security auditing. This approach aligns with the platform's commitment to user privacy and data sovereignty.

rotki Pricing

Starter

--

monthly/ free

Features:

  • Track cryptocurrency assets across multiple exchanges
  • Basic portfolio overview and analytics
  • Basic staking features and tracking
  • Local data storage and encryption
  • Integration with major centralized exchanges
  • Basic DeFi protocol support
  • Standard profit/loss reporting
  • Basic transaction history

Limits:

  • Limited transaction history
  • Basic analytics capabilities only
  • Limited DeFi protocol tracking
  • Basic staking features only
  • No decentralized exchange support
  • Limited historical data access
  • Basic profit/loss analysis only
Premium

10.79 USD

monthly/ subscription

Features:

  • Unlimited transaction history tracking
  • Advanced portfolio analytics and statistics
  • Comprehensive DeFi protocol support
  • Advanced staking features and analytics
  • Full decentralized exchange integration
  • Detailed historical accounting
  • Advanced profit/loss analysis
  • Complete historical data access
  • Enhanced visualization tools and graphs
  • Detailed performance metrics
  • Advanced portfolio tracking capabilities
  • Full support for all integrated exchanges
  • Comprehensive DeFi position monitoring
  • Advanced tax reporting features

Limits:

  • Single user account only
  • Subject to exchange API rate limits
  • Limited to supported exchanges and protocols
  • Local storage capacity dependent on user's device

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