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Provider review

Independent provider review with recommendation context.

#1 overall
Portfolio Tracking
Ranked provider review

Rotki

Self-managed portfolio and tax intelligence for users who want more control
Best for
Users who want more control over portfolio tracking and reporting, especially in a more self-managed setup.
Editorial review on file since April 2026 (commit 4db8d47d, 27 April 2026)Methodology visibleReferral relationships disclosedHigh confidence
A stronger fit when the real job is not just monitoring holdings, but owning a more self-managed tracking and reporting workflow with deeper control.

Are you Rotki? Reply to this verdict, or send evidence, ask for a correction or claim the listing. Every message gets a public ticket number; none of it changes a rank unless a public page or a signed statement supports it.

How you can lose money here, and what the ranking scores
  • Custody failure (Rotki 9/10): whoever holds the assets loses or withholds them.
    Scored by If my API keys leak, can someone trade or withdraw with them — and has that already happened here? · 30%
  • Exit failure (Rotki 9/10): you cannot get out at par, on time, or with what is yours.
    Scored by What does the free tier quietly stop tracking, and will this app outlive my history? · 20%
  • Information failure: the number is wrong or bought, or your data leaks.
    Scored by The dashboard is free — so who is paying, and what of mine are they buying? · 25% (Rotki 9/10)
    Scored by When the app and my exchange disagree on a balance, will I ever find out which one is wrong? · 25% (Rotki 10/10)
Every failure family that applies to this category is scored.
Why this provider can still be the right call
Sync fidelity and gap honesty — 10/10
What changes the call: Compare the full pool — the measurable record differs more than the marketing does.
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Rotki · rotki.com. Provider links appear once we know which country you are browsing from: ChainChoice links to providers only where it serves in full.

Commission: This provider pays ChainChoice nothing for this link. Disclosure

Crypto products are high risk. Check the provider is authorised where you live before you deposit.

Review snapshot
Category
Portfolio Tracking
Review cycle
August–November 2026 review cycle
Decision posture
Recommendation first
Freshness
Stale
Evidence
5 sources
Methodology
2026.08
Editorial review, caveats, and commercial disclosure stay visible so this recommendation feels earned, not decorative.
Confidence check
The supporting facts are current, well-covered, and strong enough to back this recommendation with confidence.
High confidence · Stale · 5 sources · 2026.08
Rubric · weights audited
If my API keys leak, can someone trade or withdraw with them — and has that already happened here?30%Supported
The dashboard is free — so who is paying, and what of mine are they buying?25%Supported
When the app and my exchange disagree on a balance, will I ever find out which one is wrong?25%Supported
What does the free tier quietly stop tracking, and will this app outlive my history?20%Supported
Reviewed Next review by Published Methodology v2026.10.18
How this page is reviewed

Reviewed means this product in this category was read against its sources on or after that date; every ranked category is re-read at least every 45 days. Models research, extract and parse. A deterministic engine ranks. Every quote passes an adversarial refute pass.

Accountable for this review: Mathias Siemonsmeier, Founder.

What changed: Still strongest where self-managed control and deeper reporting posture matter more than the lightest mainstream portfolio UX.

How we review · Review calendar · Corrections log · How we make money

Review story
Why this provider still comes out on top
The short story
Sync fidelity and gap honesty — 10/10
Why it works
Users who want more control over portfolio tracking and reporting, especially in a more self-managed setup.
When to step back
Compare the full pool — the measurable record differs more than the marketing does.
Before you act
The few things worth checking before you trust this as your answer
Before you act
Verify supported exchanges, wallets, reporting depth, and whether the more self-managed workflow matches how you actually want to operate.
What changed
Still strongest where self-managed control and deeper reporting posture matter more than the lightest mainstream portfolio UX.
Choose something else if
Choose CoinStats or Delta if a softer mainstream dashboard matters more than deeper self-managed control.
Portfolio trackers are reviewed on whether someone could trade or withdraw with a leaked API key and whether that has already happened (30%), who pays for the free dashboard and what of yours they are buying (25%), whether you will ever find out which one is wrong when the app and your exchange disagree on a balance (25%), and what the free tier quietly stops tracking and whether the app will outlive your history (20%). API-key blast radius leads because it measures what the vendor can technically do with the credentials you hand over: whether read-only is only instructed or enforced at connect time, where the keys live, and every dated incident with its disclosure.
Coverage signal
Sync fidelity and gap honesty — 10/10
Monitoring signal
Verified 18 August 2026 against the provider's own published sources; read again 29 September 2026.
Tradeoff signal
Tradeoff: The free tier's 1,000-event ceiling bites fast for an active trader — real history and PnL effectively cost 25 EUR/mo (Basic), since the 9 EUR Supporter tier keeps the 3K-event cap but withholds graphs and event analysis — and self-hosting means you install, update and troubleshoot the app yourself; margin and futures trades don't sync at all.
Continue the decision
Use this review to move, not just read
Review pages should validate the call, then send the visitor back into the strongest next decision path.
What is the best crypto portfolio tracker for most users?
The best tracker is usually the one that covers your actual wallets and exchanges reliably and makes balances and performance easier to understand without creating more setup friction.
Do I need a portfolio tracker if I only use one exchange?
Not always. Portfolio tracking becomes much more useful once you use multiple wallets, exchanges, or onchain positions that are hard to monitor in one place.
What matters most when choosing a crypto tracker?
The ranking weighs what someone could do with your API keys if they leaked, and whether that has happened (30%), who pays for a free dashboard and what of yours they buy (25%), whether the app tells you when its balance and your exchange's disagree (25%), and what the free tier quietly stops tracking and whether the app will outlive your history (20%).
Related reviews
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If something goes wrong with Rotki: where to complain, and where to report a scam

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How we review
Recommendation logic is based on fit and tradeoffs before commercial value.
Provider conditions can change after review, so direct verification is still required.
Comparison remains available when the choice is close or context changes.
Referral relationships may exist for some providers, but they do not replace the review standard above. Provider links may include referral attribution when you choose to continue.
ReviewedStaleMethod2026.08Evidence5 sources
Not financial advice · For informational purposes only · Always do your own research