rotki

Open-source, local-first portfolio tracker and crypto tax accounting app encrypting data on your machine

Tax tool Founded 2018 Germany Oct 20

Visit rotki.com

3.5/ 5

Our score

Good

Be the first to review

Free plan Yes

Paid plans from (per tax year) $9

Exchange & wallet integrations 190

DeFi & NFT support Yes

Reports produced CSV exportPnL report

What is rotki?

rotki is an open-source, local-first cryptocurrency portfolio tracking and tax accounting application. Unlike traditional cloud-hosted software, rotki runs natively on a user's machine and saves all financial records into a local database encrypted with SQLCipher, preventing personal transaction histories and wallet addresses from sitting on external servers.

Development and structure

The project was founded in 2018 and is maintained by Rotki Solutions GmbH, based in Germany. Founded as an AGPL-licensed open-source initiative, the codebase has gathered over 4,000 GitHub stars and contributions from more than 200 developers.

How data and accounting work

rotki connects to exchanges using read-only API keys and queries blockchains directly through user-selected remote or local nodes. The platform integrates with more than 190 exchanges, chains, and DeFi protocols, including Bitcoin, Ethereum, Solana, Arbitrum One, Base, and Optimism, alongside services such as Uniswap, Aave, Lido, and EigenLayer. The application automatically decodes on-chain actions, matches complex asset movements like bridge transactions, and calculates gains and losses. Users can export profit and loss summaries to CSV files for local tax reporting. For AI workflows, rotki includes a Model Context Protocol (MCP) server that lets local assistants query portfolio balances with configurable data-masking levels.

Subscription tiers and pricing

The core software is free to download and use with a cap of 1,000 historical events and two weeks of net worth history graphs. Users needing larger event caps or additional tools can subscribe to monthly plans: the Supporter tier at €9 per month for up to 3,000 events, the Basic tier at €25 per month for up to 30,000 events, and the Advanced tier at €45 per month for up to 100,000 events. Paid tiers unlock full historical charting, validator tracking for staked ETH, and optional end-to-end encrypted database synchronization between devices.

Availability and trade-offs

rotki is available worldwide as a native desktop application for Windows, macOS, and Linux, as well as a container image on Docker and umbrelOS. Setting up the application requires users to install software, manage local database backups, and connect their own node infrastructure or API keys. While rotki computes capital gains, it produces standardized profit and loss reports rather than localized, jurisdiction-specific filing forms like IRS Form 8949, requiring users or their accountants to handle final tax filings.

Founders

Lefteris KarapetsasFounder

Former core developer at the Raiden Network and Ethereum Foundation.

Best for:Privacy-focused self-custody crypto holdersDeFi users across multiple EVM chainsLinux, Docker, and Umbrel node runners

Pros and cons

Pros

Stores all transaction data and keys locally in an encrypted SQLCipher database
Open-source codebase verified by more than 200 GitHub contributors
Integrates with over 190 centralized exchanges, blockchains, and DeFi protocols
Free plan available for portfolios with up to 1,000 transaction events
No rotki user account required to run the local application

Cons

Exports generic CSV reports rather than pre-filled national tax forms
Free tier is restricted to 1,000 historical events and 14-day charts
Requires manual local installation and self-managed data backups
No mobile app is available for iOS or Android

Our review

3.5/5

Good

Rotki provides strong financial privacy with open-source, local-first accounting, but requires users to manage their own software setup and produces generic reports rather than jurisdiction-specific forms.

Accuracy4.0

Integrations4.0

Pricing3.0

Report coverage3.0

Ease of use3.5

Rotki is an open-source, local-first portfolio tracker and tax accounting application developed by Rotki Solutions GmbH since 2018. Rather than requiring financial data to be uploaded to hosted cloud servers, the software runs directly on the user device and stores records in an SQLCipher-encrypted database. It connects via read-only exchange API keys and direct blockchain nodes across over 190 integrations, including Bitcoin, Ethereum, Solana, Base, Arbitrum One, and Optimism.

For crypto accounting, the primary benefit is data ownership. Cloud tax platforms centralize user transaction histories and wallet addresses. Rotki avoids third-party data exposure entirely, even keeping optional cloud backups password-encrypted before transfer. Version 1.44 introduced a local Model Context Protocol (MCP) server. Local AI assistants can then analyze transaction histories using configurable privacy filtering modes such as strict or raw. Users can run the software across Windows, macOS, Linux, and Docker environments.

However, rotki presents significant trade-offs for users seeking turnkey tax filing:

Reports are generated as broad profit and loss CSV exports rather than pre-formatted country-specific tax forms like IRS Form 8949 or direct TurboTax integrations.
Transaction caps on lower tiers restrict high-volume users, with the free plan capped at 1,000 historical events and the €9 monthly Supporter plan capped at 3,000 events.
Higher tiers like Basic (€25 per month) and Advanced (€45 per month) can be costly for casual users who only need year-end filing.
The local deployment model requires users to maintain their own software updates and database backups.

Rotki suits privacy-conscious crypto users and developers comfortable reviewing export CSVs with an accountant. Those who want automated tax document filing and official jurisdictional forms will prefer a hosted tax preparation service.

Listings are researched and drafted with AI assistance from public sources, then checked for accuracy and readability. Spot an error? Tell us. Editorial policy.

Sources (2)

Specs

Free plan	Yes
Paid plans from (per tax year)	$9 · unverified
Exchange & wallet integrations	190
DeFi & NFT support	Yes · unverified
Reports produced	CSV export, PnL report · unverified
Accountant portal	No · unverified
Mobile app	No · unverified
Free trial	No · unverified
Tax professional support	No · unverified

Not disclosed by the provider: Tax reports for, TurboTax export.

Data from the provider's website and public sources. Fees and availability change; confirm on the official site before you sign up.

Key features

Local encrypted database

Stores your full financial history on your own computer in a database encrypted using SQLCipher without transmitting data to remote servers.

Broad protocol support

Connects to over 190 exchanges, blockchains, and protocols, including Bitcoin, Ethereum, Solana, Base, Arbitrum One, and Optimism.

Profit and loss reporting

Decodes on-chain history across customizable time frames and exports capital gain calculations to CSV files for accountants.

Cross-chain transfer matching

Automatically links exchange deposits, withdrawals, and bridge transactions between separate chains to reconcile accurate cost bases.

Local MCP server

Allows desktop AI assistants to query portfolio balances and gas spending through read-only access with strict address and hash masking.

Validator tracking

Monitors Ethereum staking performance and reward distributions for up to 128 ETH on Basic and 384 ETH on Advanced plans.

Inside rotki

Dashboard

Displays a broad overview of assets and liabilities alongside net worth evolution graphs.

Assets and Liabilities

Shows balance breakdowns across connected wallets, exchanges, and DeFi protocols as a percentage of total net worth.

Asset movement matching

Available on Basic and Advanced tiers to match deposits, withdrawals, and bridge transfers with on-chain transactions.

ETH staking

Tracks validator performance and staking rewards for up to 128 ETH on Basic and up to 384 ETH on Advanced plans.

AI assistants via MCP

Runs a local Model Context Protocol server that allows AI assistants to query portfolio balances and histories using configurable privacy masking modes.

rotki screenshots

Rotki’s homepage presents its open-source crypto portfolio tracker with download links and a dashboard preview · Oct 20, 2026

Docs: Rotki Documentation page explaining what rotki is, with installation, usage guides, and starting guide links · Oct 20, 2026

What users say about rotki

Discussion focuses on the software's local-first architecture and strong privacy protections for crypto tracking and accounting.

Top goods

Local data storage and privacy focus 4 people 1 2 3

In their own words

“You should try rotki - It is an extensive tracking and accounting tool. Privacy is its main USP and it achieves that by being a good old local application. All your data is hosted locally on your system and no data is shared with 3rd parties. It's built by an Ethereum OG that I follow on twitter.”

Reddit · r/CryptoTax · Jul 25, 2026 · View post

“> Do you know a way, be it a platform or software, that allows me to track (in a safe and privacy-friendly way) multiple wallets and CEX account in an unified way? As far as I know Rotki is the only tool that offers what you are looking for. It runs locally (i.e.”

Reddit · r/CryptoCurrency · Dec 2, 2025 · View post

Based on 33 Reddit posts and comments from the last 12 months, checked Oct 20, 2026. These are posts by users on other sites, not reviews submitted on CryptoReview.

User reviews

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FAQ

Who founded rotki?

Rotki was founded as an open-source project in 2018 and is maintained by Rotki Solutions GmbH.

Is rotki free to use?

Yes, rotki provides a free plan that tracks up to 1,000 historical events. Paid tiers starting at €9 per month raise transaction limits, provide extended net worth history, and enable AI assistant access via MCP.

Does rotki require identity verification or an account?

No, you do not need an account or KYC to run the local desktop application. An account on rotki.com is only required if you choose to purchase a paid subscription.

How does rotki store your financial data?

Your financial data is stored locally on your device in an SQLCipher-encrypted database. If you use the premium sync feature, backups are encrypted with your password before upload so rotki servers cannot read them.

Which blockchains and exchanges does rotki support?

Rotki supports over 190 integrations, including Bitcoin, Ethereum, Solana, Base, Optimism, Arbitrum, Kraken, Binance, and Coinbase.

Can rotki file my crypto taxes directly?

No, rotki generates profit and loss reports across your assets that you can export as CSV files for an accountant or tax software. It does not file taxes or generate pre-filled government tax forms.