Rotki
Rotki is a self-hosted portfolio tracker for cryptocurrency and traditional assets. It integrates with exchanges, wallets, and brokerages to provide a unified view of your holdings while keeping all data on your own infrastructure. Unlike cloud-based portfolio trackers, Rotki never sends your financial data to external servers.
The tool connects to major cryptocurrency exchanges through API keys, imports wallet addresses for on-chain tracking, and can integrate with traditional brokerages for a complete financial picture. All analysis happens locally, all data stays on your server, and you maintain complete control over your financial information.
Why Self-Host Financial Tracking
Financial data is among the most sensitive information you have. Cloud-based portfolio trackers require trusting a company with your complete financial picture: what you own, when you bought it, how much you have, and where it's stored. That company becomes a target for hackers and a potential source of data leaks.
Self-hosting with Rotki means your financial data lives on hardware you control. The software is open source, so you can audit what it does with your information. API keys to exchanges stay on your server rather than being stored in someone else's database. If the Rotki project shuts down, your data and functionality remain intact.
Integration Capabilities
Rotki connects to cryptocurrency exchanges through their APIs, allowing automatic import of trades, deposits, and withdrawals. It supports major exchanges and can track wallet addresses across multiple blockchains for a complete view of on-chain holdings. The system calculates cost basis, tracks realized and unrealized gains, and generates tax reports.
For traditional assets, Rotki can integrate with brokerages to track stocks, bonds, and other securities. This creates a unified dashboard showing your complete financial picture across crypto and traditional markets. The integration respects privacy by keeping all data local while still providing the convenience of automated tracking.
Privacy and Control
The self-hosted model means you decide what data to track and how to track it. You can choose to connect all your accounts for complete visibility, or track only specific holdings for privacy. The data never leaves your server unless you explicitly export it. No company builds a profile of your financial behavior, and no third party can access your information without physical access to your hardware.
This level of control extends to the analysis itself. Rotki's calculations and reports run on your hardware using your data. You can verify the methodology, audit the code, and trust the results because you control the entire stack. For financial information, this transparency and control is invaluable.
Related Topics:
- Self-Hosting a Home Server - Infrastructure guide
- Docker - Container platform