rotki: The Opensource, Self-Hosted Portfolio Manager

A privacy-focused portfolio manager, accounting, and analytics tool.

📌 Table of Contents

• 📖 Overview
• ✨ Features
• 🔧 Requirements
• 🚀 Installation
• 📘 Usage
• 📜 Changelog
• 🤝 Contribute
• 📢 Get in Touch
• 💰 Donations
• 📄 License

📖 Overview

rotki is an opensource self-hosted portfolio management tool that puts privacy first. Unlike most competitors, which are closed-source SaaS platforms requiring you to hand over sensitive financial data, rotki keeps your data encrypted and stored locally ensuring you stay in control. Our mission is to bring transparency to the crypto and financial sectors through opensource software, empowering users with a secure, self-sovereign alternative to cloud-based tracking services.

🔹 Why choose rotki?

• Open-source & Transparent 📖
• Self-hosted 🏠
• Privacy-Focused 🔒
• Multi-Platform Support 🖥
• Powerful Analytics & Reporting 📊

For advanced features, check out the Pro Version or explore the Feature Coverage Page.

✨ Features

✅ Portfolio Overview: Track balances across multiple platforms, blockchains, and exchanges.
✅ Graphical Insights: Historical data visualization for better financial decision-making.
✅ Transaction Decoding: Readable breakdown of blockchain transactions, exchange events and other history.
✅ Data Customization: Personalize UI, main currency, language, and more.
✅ PnL Reports: Perform detailed profit/loss analysis using customizable accounting settings.

🔧 Requirements

Before installing rotki, ensure you have the following dependencies:

📌 Required Software:

• Node.js
• npm (Node Package Manager)
• Python 3.11
• uv (Python Package Manager)
• Docker

🚀 Installation

rotki supports Windows, macOS, and Linux.

📌 Recommended Installation Method:

• Download Pre-Packaged Binaries

📌 Advanced Installation (for developers):

• Build from Source

📘 Usage

For detailed setup and usage guides, visit our documentation.

📌 Quick Start:

• Follow the usage guide.
• Configure settings & import your addresses.
• Start managing and analyzing your portfolio! 🚀

📜 Changelog

Stay up to date with rotki's latest features and improvements:

📌 Full Changelog
📌 Release Notes

🤝 Contribute

We welcome contributions from the community! 🎉

🔹 Getting Started:

• Read the Contribution Guide
• Explore the Developer Guide
• Check out Open Issues

📌 Claim Your Contributor Badge!
Contributors receive a GitPOAP Badge for each year they contribute! 🎖 Claim yours here.

Contributors

We are thankful to all the people who have contributed to rotki.

📢 Get in Touch

Need help or want to discuss features? Connect with us!

💬 Community & Support

📌 Follow Us for Updates

💰 Donations

If you find rotki helpful, don't want to purchase a subscription and would like to support its development, you can make a donation using the following cryptocurrency addresses 🚀

📌 Bitcoin (BTC): 1PfvkW8MC7Ns2y8zn6CE2P2t5f19KF8XiW
📌 Ethereum (ETH): rotki.eth (0x9531c059098e3d194ff87febb587ab07b30b1306)

💡 Your contribution will go directly towards enhancing the project, covering development costs, and supporting ongoing maintenance.

We appreciate every donation, no matter the size. It helps to ensure the project's sustainability and motivates us to continue delivering valuable updates and improvements.

Thank you for considering a donation to support our work!

📄 License

rotki is open-source and distributed under the AGPLv3 License.

📜 Read the Full License

Commercial licensing

If your intended use of rotki (or parts of it) would trigger AGPL obligations (for example: embedding in a proprietary product, redistributing as part of a commercial offering, or offering a hosted/SaaS version), we can offer a commercial license as an alternative to AGPL compliance.

For inquiries contact us: [email protected]

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