Overview

Unlike a hosted portfolio service, rotki runs locally, reads exchange data through read-only API keys, and accesses blockchains through RPC endpoints the user chooses. Its database is encrypted with SQLCipher and 256-bit AES. That gives users control over where their records are stored, but also makes device security and setup their responsibility.

The dashboard brings assets, liabilities, exposure percentages, and net-worth changes into one view. Rotki also decodes on-chain activity into readable events and produces profit-and-loss and tax reports. These are useful accounting outputs, not professional advice: users are responsible for reviewing them with qualified advisors.

Key features

Blockchain integrations include Ethereum, Bitcoin, Bitcoin Cash, Kusama, Avalanche, Polkadot, Optimism, Polygon PoS, Arbitrum One, Base, Hyperliquid, Gnosis, Scroll, Binance Smart Chain, Monad, and ZKSync Lite, with early Solana support. Centralized exchanges can import balances, trades, deposits, and withdrawals; API keys are processed locally. That makes rotki a practical choice for combining wallet and exchange activity without handing exchange credentials to a hosted service.

More than 140 DeFi protocols are automatically detected and decoded, and rotki supports NFTs. Premium adds decentralized-exchange accounting, DeFi historical profit-and-loss reporting, advanced staking, graphs and analytics, and higher event limits. These additions matter most to active DeFi users; those who mainly need a record of holdings can stay with the core features, subject to event and note caps.

Premium also enables encrypted database backup and synchronization across devices, with decryption controlled by the user's password. CSV is the supported tax form format, so readers who need another output format should look elsewhere.

Pricing

Rotki is freemium. Its two free options provide core features, but neither is a full substitute for paid analytics and accounting additions.

Free: Free; up to 1,000 recent events and 10 user notes. Best for trying the portfolio and accounting workflow or tracking a modest activity history.
Starter: Free; core features, up to 1,000 recent events, up to 10 notes, and no ETH staking. This is the clearest fit for users content with a capped free setup and without ETH staking needs.
Supporter: 9.00 EUR per month, billed monthly in EUR. It raises limits above Free, but exact limits depend on plan; a reader who needs a known event allowance should confirm it before subscribing.
Basic: 25.00 EUR per month, billed monthly in EUR. It likewise offers higher limits than Free, with exact limits dependent on plan.
Advanced: 45.00 EUR per month, billed monthly in EUR. It offers higher limits than Free; exact limits depend on plan.
Custom: custom pricing for a plan suited to your needs.

Supporter, Basic, and Advanced are progressively priced options, but the plan descriptions do not establish a specific limit or feature difference between those tiers. Choose based on confirmed requirements rather than assuming the higher fee buys a particular quota.

Platforms

Rotki is available for Linux, macOS, Windows, and self-hosted use. Its local-first design will appeal to people who prefer control of their data, but is less suited to anyone seeking a purely hosted workflow.

Who it's for

Rotki is best for crypto holders who want privacy-oriented portfolio tracking, readable blockchain activity, and accounting reports in one local tool. Its broad chain and DeFi coverage can serve users with activity across wallets, exchanges, and protocols. It is a weaker fit for people who want tax advice, a non-CSV tax format, or advanced analytics without paying for Premium.

Pros and cons

Pro: Local storage, locally processed exchange keys, and encrypted data give privacy-conscious users meaningful control over their portfolio records.
Pro: Portfolio tracking, exchange imports, chain activity decoding, and DeFi protocol detection bring several parts of crypto accounting together.
Con: Free plans cap recent events at 1,000 and notes at 10, which may constrain users with longer or more detailed histories.
Con: Graphs, advanced staking, higher event limits, DEX accounting, and DeFi historical P&L require Premium, limiting the free tier for active users.
Con: Users must review tax reports with qualified advisors, and CSV is the only supported tax form format.

Alternatives

For a different crypto accounting or tax workflow, compare Crypto Accounting Software, Crypto Tax Software, and Portfolio Management Software.

Kryptos is worth considering if mobile or web access matters more than rotki's local-first approach; it has Android, iOS, and web platforms, a free tier capped at 100 transactions per tax year, and a 6.99 USD per month Pro Membership.
Pacioli may suit readers seeking a free, open-source alternative across Linux, macOS, Windows, web, or self-hosted use, but it is pre-launch and packaged installers are not yet available.
CoinTracking is an option for readers who prefer Android, iOS, or web access; its free plan is portfolio-view only, with a 7-day unlimited-import trial and no credit card required.
CryptaCount may fit a web-based B2B workflow; its free tier is limited to one user, workspace, wallet, 1,000 transactions per month, and one blockchain.
HQ Wealth offers a web-based free tier with one portfolio and a watermarked tax extract, making it worth comparing for a hosted portfolio workflow.
Tokenbooks is a web and API alternative whose free tier permits one portfolio, five wallets, and 1,000 total transactions.
Wag3s is a web alternative with a Starter plan free during Alpha; its stated features include wallet tracking, one-click tax reports, AI categorization, multi-chain support, and portfolio analytics.
Reckonry is another free option for Linux, Windows, or self-hosted use.

Verdict

Choose rotki if you want a privacy-oriented, local crypto portfolio and accounting tool, especially for activity across chains, exchanges, and DeFi. Its local storage and broad decoding coverage are the strongest reasons to choose it; look elsewhere if you need professional tax advice, another tax output format, or advanced analytics without a paid plan.

	CircleBlack Portfolio Reporting	rotki
Free plan	No	Yes
Paid from	$550/mo	€9/mo
Platforms	Android, iOS, Web	Linux, macOS, self-hosted, Windows
Free plan	No	Yes
Asset class coverage	multi_asset
Performance reporting	Yes
Allocation analysis	Yes
Tax-lot tracking	Yes
DeFi support		Yes
NFT support		Yes
Tax form formats		CSV

CircleBlack Portfolio Reporting vs rotki

CircleBlack Portfolio Reporting

rotki