Rotki for Windows is a self-hosted, open-source portfolio manager built for crypto holders who want their financial records kept on their own machine rather than on a third-party server. It suits people who hold assets across several wallets and exchanges and need one clear view of their positions, performance and tax-related records. The project is actively developed: the latest release is v1.44.2, and the code was last updated in late October 2026.
The core idea is simple: portfolio tracking should not require sending your transaction history to a company you have to trust. Rotki keeps data on your own device, runs on Windows, macOS, Linux and in Docker, and is offered as free or paid plans. Below you will find the main features, setup steps and an honest look at its trade-offs.
What Is a Self-Hosted Portfolio Manager?
A self-hosted portfolio manager is software that runs on your own device and keeps your records there. Cloud trackers work differently: you create an account, link your exchanges, and the company's servers do the heavy lifting. Both approaches can deliver useful charts, but they shift responsibility in different ways.
With a self-hosted approach, you decide where the database lives, how it is backed up and which external services receive information. The trade-off is that you take on tasks a hosted service would normally handle, such as keeping copies of your data and updating the software yourself.
Most portfolio trackers need some way to read your holdings. Common methods include read-only API keys from exchanges and public wallet addresses, which reveal balances and transactions without granting permission to move funds. Understanding this distinction helps you connect accounts with confidence and avoid giving more access than the job requires.
Who Rotki Is For
Rotki for Windows fits best with people who want a detailed, private record of their crypto activity. Consider a user who holds Bitcoin in a personal wallet and Ethereum on a centralized exchange. Keeping both in a single view makes it easier to see total value, allocation and performance without opening several apps.
Long-term holders often use a tracker to document purchases and sales across years. If you prepare your own tax summaries, reports built from complete transaction history can save hours of spreadsheet work. The program is also useful for people who simply prefer keeping financial records on hardware they control.
It is less of a match for someone who wants a quick price check or a simple single-number balance. Those needs are better served by lightweight apps. Rotki asks you to invest time in importing and reviewing data, and that effort pays off most when the portfolio is complex.
How Local Portfolio Tracking Works
Local portfolio tracking starts with data. The program gathers balances and transaction records, then links them to price history so it can estimate value at different points in time. Because calculations happen on your machine, the accuracy of the output depends heavily on the completeness of the inputs.
Two terms come up constantly. Cost basis is the amount you paid for an asset, including fees where applicable, and it determines the gain or loss when you sell. Realized gains refer to profit or loss locked in by a completed sale or swap, while unrealized gains describe the paper value of assets you still hold. Keeping these concepts clear makes reports easier to interpret.
A practical workflow is to import history from each source, compare totals with what each platform shows, and fix any mismatches before trusting the analytics. Transfers between your own wallets are a common source of confusion, because they should not be counted as sales. Careful labeling at this stage prevents misleading totals later.
Key features
Open-Source and Transparent
Privacy-Focused Design
Runs on Multiple Platforms
Analytics and Reporting
Supported coins
The documentation highlights Bitcoin (BTC) and Ethereum (ETH) as examples of supported coins and networks. Because coverage can change between releases, read the documentation for the current list of networks and assets before importing a complex portfolio. Rotki is especially useful when your holdings span several chains, since a single view makes cross-network totals easier to read.
How to install Rotki on Windows
- 1
Download the Installer
Go to the official website or the project's GitHub Releases page and download the Windows installer for the latest release, v1.44.2. Download only from the official website or GitHub, and avoid mirrors or links shared in chat groups. Official sources are the safest way to get a file that matches the published release.
- 2
Verify the File
Before running the installer, compare its SHA-256 checksum with the value published alongside the release. If a signature is available, check it as well. A mismatch means the file may be corrupted or tampered with, so delete it and download it again from the official source.
-
Run the Installer
Open the file and follow the on-screen prompts. Choose an install location you can find later, and keep the default settings unless you have a specific reason to change them. After installation, launch Rotki and begin the initial setup so you can start adding your holdings.
How to use Rotki
Rotki for Windows works best when you set it up methodically. Before adding data, decide which wallets and exchanges you want to track and gather any read-only access you plan to use.
- Launch the program and review the main dashboard to get familiar with the layout.
- Add your holdings, starting with one wallet or exchange so you can check results early.
- Import transaction history where possible, and confirm that balances match what you see on each platform.
- Review the analytics pages to understand allocation and performance across your holdings.
- Label transfers between your own addresses so they are not counted as sales.
- Generate a report for the period you need and check it against your own records.
- Repeat the import periodically so the portfolio stays current.
Pros & cons
- Open-source code that anyone can review on GitHub
- Self-hosted design keeps portfolio data on your own device
- Available on Windows, macOS, Linux and through Docker
- Analytics and reporting cover portfolio review and tax preparation
- Free option available alongside paid plans
- Your data stays on your machine, so backups are your responsibility
- Results depend on importing complete and correctly labeled transaction history
- Some features sit behind paid plans, so check what each plan includes
- Documentation is the main reference for supported networks and assets
Is Rotki safe?
Download the installer only from the official website or the project's GitHub Releases page. Before running it, compare the file's SHA-256 checksum with the value published with the release, or verify the signature if one is provided. Never enter a seed phrase or private key into any website or app that asks for it, since a portfolio tracker has no reason to need one. Use read-only API keys whenever an exchange offers them, and avoid keys that allow withdrawals. The code was last updated in late October 2026, so check the latest version, v1.44.2, on the official website before installing.
- Official source only. Download from rotki.com. Ignore ads and lookalike domains.
- Check the SHA-256. Compare the installer hash with the value the developer publishes before running it.
- Never share your seed phrase. No developer, support agent or website — including CryptApps — will ever ask for it.
Alternatives
Rotki for Windows sits in the same general space as Raccoin, which also focuses on crypto portfolio and tax records. The main difference lies in emphasis: Rotki is built around self-hosting, cross-platform availability and analytics, so it suits users who want a complete local record. Hledger takes a different path as a robust plain text accounting tool with command-line, terminal and web interfaces, and it rewards users comfortable writing their own ledgers. Cointop is a terminal tracker centered on prices and holdings, which makes it lighter but less detailed for reporting. If you only need order exports from one exchange, Binance Excel Report covers a narrower job.
Specifications
- Price
- Free / paid plans
- Type
- Open source
- License
- —
- Latest version
- v1.44.2
- Last update
- 30 Oct 2026
- Windows support
- Yes (official Windows version)
- Official site
- rotki.com
- Source code
- github.com/rotki/rotki
Frequently asked questions
Rotki is offered as free or paid plans, so you can start without paying. The free option gives you a way to test the program on your own data before deciding whether a paid plan is worth it. Plan details can change, so review the official website for current terms before subscribing.
Rotki is open source and self-hosted, which lets you review its code and keep data local. Safety still depends on where you get the installer. Download it from the official website or GitHub Releases, verify the SHA-256 checksum, and never share a seed phrase with any app or site. Following these steps reduces most common risks.
Rotki is designed as a self-hosted tool, so your portfolio data is stored on your own device rather than on a remote service run by the developers. Some features may still contact external sources, such as price or exchange data, when you connect accounts. Review the documentation to understand which connections you enable and what each one shares.
The documentation names Bitcoin (BTC) and Ethereum (ETH) as examples. Check the docs for the current list of networks and assets before importing, since coverage can change between releases. This helps you confirm that each holding you care about will appear correctly in your totals and reports.
Yes, Rotki is designed as a portfolio and tax tracker, and its reporting tools organize transaction history for tax preparation. Accurate output depends on complete, correctly labeled records. Tax rules vary by country and situation, so review generated reports with a qualified tax professional before filing. The program supports your records but does not replace professional advice.
Yes. The complete source code is published on GitHub, so developers and users can inspect how the software works. Open-source code allows independent review and community reporting of issues. It also means anyone can read the logic behind calculations and reports.
Yes, the program is available for macOS and Linux as well as Windows, and it can also run through Docker. This makes it practical for people who use several operating systems or prefer a containerized setup. The Windows build is the official version for Windows users, and the core tracking concepts apply across platforms.
The official documentation is available at docs.rotki.com. It covers the program's features and setup details and is the best reference for confirming which networks and assets are supported. Reading it before importing a large portfolio can save time and prevent errors in your reports.
Verdict
Rotki for Windows is a strong choice for crypto holders who want an open-source, self-hosted portfolio manager with analytics and tax-oriented reporting. It fits people with multi-exchange or multi-wallet holdings and those who value keeping records on their own machine. It is less suited to users who want a quick glance at prices or a simple balance check. Whatever you decide, verify the installer and keep your seed phrase offline.