Rotki - the local first portfolio management tool that protects your privacy

Project Name


The name of the project is rotki!

Project Description

rotki is a fully opensource (copyleft - AGPL) portfolio tracking, accounting & management tool. It’s a local first solution to a problem we all have. When you use 5 CEXes, 4 chains and 12 protocols … what do you own and where is it? What have you done in crypto over the last years? How can you account for it? Did you have profit? Loss etc. rotki answers all these questions. The project aims to empower crypto user with the tools they need to efficiently track, analyze, and manage their crypto assets. Some key features of Rotki include:

  • Local and Open-Source: Rotki is a local application that runs on users’ computers, ensuring data privacy and control. It is released under the AGPLv3 license, making it open source and allowing anyone to inspect, modify, and contribute to the codebase.

  • Multi-Blockchain and Exchange Support: Rotki supports multiple blockchain networks, including Ethereum, Bitcoin, Kusama, Polkadot, Avalanche, and various centralized cryptocurrency exchanges like Kraken, Coinbase, and Binance. It aggregates data from these sources, providing users with a holistic view of their cryptocurrency holdings.

  • Portfolio Tracking: Users can monitor their cryptocurrency portfolios, view historical performance, and generate profit and loss reports for tax purposes. Rotki simplifies the process of keeping track of assets across multiple platforms.

  • Future Plans for Active Management: Rotki’s future plans include expanding its capabilities to enable users to actively manage their portfolios from within the application. This may include features like smart order routing for optimized trading execution and the ability to run market-neutral trading bots.

Classification as a public good

Rotki exhibits several characteristics that make it suitable for classification as a public good:

  • Open Source: Being 100% open source under the AGPLv3 license means that Rotki is freely accessible to the public. Anyone can use, modify, and redistribute the software, contributing to the development of a transparent and collaborative ecosystem.

  • Data Privacy and Sovereignty: Rotki’s emphasis on data privacy and local storage aligns with the principles of a public good. It allows users to maintain control over their data, enhancing their digital sovereignty.

  • Accessibility: By providing a free and open-source solution for cryptocurrency portfolio tracking, Rotki promotes accessibility to financial tools for a wide range of users.

  • Community-Driven Development: Rotki encourages community participation in its development, fostering a sense of shared ownership and collaboration among users and developers. What’s more multiple people and users are building on top of rotki. Some latest example are:

  • Future Expansion for Active Management: As Rotki evolves to support active portfolio management and trading automation, it may further democratize access to advanced financial tools, potentially benefiting a broader audience.

In summary, rotki is an open-source cryptocurrency portfolio management application that aligns with the principles of a public good by promoting accessibility, data privacy, community-driven developments. Its evolution and expansion could potentially provide valuable financial tools to a wide range of users in the cryptocurrency space, further justifying its classification as a public good.

Main Project Funding Sources

rotki has multiple different funding sources. It’s an opensource tool and as such trying to find the sweet spot of making enough funds to sustain the project. We have a premium subscription mode that adds extra nice to have features such as dark mode, backup of your encrypted database and higher limits. Our funding generally comes from the following sources listed by descrending order of impact (funding amounts):

  • Grants from various projects that help fund integrations with their protocol, chain etc.
  • Donations from our community
  • Premium subscription revenue

Seeking project-specific funding or funding for general operations

General operations. All funding will go exclusively for continuous development of rotki’s features and maintenance of existing code. Basically paying our developers.

Team Information, including backgrounds and roles

Lefteris Karapetsas - founder. Links: LefterisJP (Lefteris Karapetsas) · GitHub &

Short bio:

  • In Ethereum since 2014
  • Worked in the Ethereum Foundation. Solidity compiler and C++ ethereum client.
  • Built the DAO (sorry)
  • Dev lead at Raiden
  • Founder of rotki

Then a team of 7 more people:

Social Credibility (development progress, awards, notable GitHub commits, referrals):

The project has been around and kicking for more than 6 years.

We have received various grants and awards over the years and spoken in many conferences. Latest of which was dappcon Berlin 2 days ago. For more details you can check either our Twitter/discord or dive into our Github. We just made a release last night.

Discord contact: lefterisjp

Eligibility criteria

  • Do you have a commitment to open-source (i.e. every open-source license accepted by the Open-Source Initiative) technology and sharing results publicly?:
    YES!!! Everything 100% opensource. We have actually had to spend money in legal fees to defend our opensource code from being forked and used by closed source projects here in Berlin. rotki lives and breathes opensource.
  • Have you provided transparency about how exactly funding will be used?:
    Yes. It will all be used for development. That means paying the salaries of the team. Some of them are even on-chain so can be checked by looking at our public address (rotki.eth).
  • Are you advancing values of freedom and privacy (no surveillance and handling of personal data)?:
    That’s the very reason rotki was built. To manage and do accounting for your data in a local-first privacy preserving manner. Let’s all stop using SaaS for when we handle our most sensitive data, providing fuel to the next big hacker honeypot.
  • Are you supporting decentralization in various fields (for example building Web3 projects)?:
    Yes. rotki is a true dapp. Not a centrallized SaaS app masquerading as “web3” because it somehow has an obscure crypto connection.
  • Have you provided social media channels to the extent that we can confirm social proof of your project?: yes
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