Summary: rotki is best understood as self-sovereign crypto portfolio, accounting, and tax-reporting software rather than as a protocol or SaaS dashboard. The strongest signal in this pass was the combination of official docs, llms.txt, and the first-party GitHub repo: rotki emphasizes local encrypted data storage, self-hosting, open-source code, read-only exchange integrations, multichain account tracking, and configurable profit/loss reporting. The docs also show that rotki has expanded beyond passive tracking into optional premium sync features, premium-only integrations, binary-attestation guidance, and even experimental onchain transaction flows via connected wallets.
What it does:
Lets users track balances across blockchain accounts, centralized exchanges, and manual balances from a local account encrypted on the user’s device
Generates profit/loss and tax-style accounting reports with configurable methods such as FIFO, LIFO, HIFO, and ACB
Connects to centralized exchanges via read-only API keys and supports a wide list of exchanges for balances and transaction-history ingestion
Tracks blockchain activity across EVM, Bitcoin, Substrate, and Solana account types and decodes historical events
Supports importing transaction data from CSV files and editing or supplementing decoded history when needed
Offers experimental EVM onchain transaction execution through WalletConnect or a browser-wallet bridge
Provides paid premium tiers that unlock expanded analytics, cloud backup and sync, priority support, and premium-only integrations
Publishes download-verification guidance using SHA512 checksums and GitHub Artifact Attestations for release binaries
Key claims:
The docs intro describes rotki as “an open-source asset management and accounting application specializing in crypto assets” that also aims to help with tax reporting
The quick-start guide says the local account “exists only on your device” and that rotki does not store user data on its servers
The GitHub README calls rotki an “opensource self-hosted portfolio management tool that puts privacy first,” says data is encrypted and stored locally, and contrasts this with closed-source SaaS competitors
The quick-start and tax-accounting docs position PnL reporting as a core workflow and explicitly document FIFO, LIFO, HIFO, and ACB methods
The exchange-keys guide shows support for a broad exchange set including Kraken, Binance, Coinbase, Gemini, Bitstamp, KuCoin, OKX, Bybit, HTX, Crypto.com, and others, using read-only API permissions
The onchain-transactions guide says rotki can perform EVM token transfers by connecting via WalletConnect or a local browser wallet, though the feature is marked experimental
The premium overview says the base version remains open-source and free, while premium adds extended portfolio tracking, advanced analytics, cloud backup and sync, premium-only integrations such as Monerium and Gnosis Pay, and priority support
The verify-download page recommends SHA512 checksum verification and GitHub Artifact Attestations, explicitly framing this as protection against supply-chain attacks or tampered mirrors
Whitepaper: No canonical standalone rotki whitepaper or litepaper surfaced in this pass. The clearest current sources of truth were the official documentation corpus, llms.txt, the first-party GitHub repository, and premium / verification / integration guides; see ../whitepapers/rotki-primary-sources-2026-04-30.md.