rotki
Self-hosted portfolio tracker for crypto and other assets with profit and loss reports for tax.
What it does
A self-hosted portfolio tracker for crypto and other assets that decodes blockchain and exchange history and produces profit and loss reports under configurable accounting settings, with data kept encrypted locally. It ships as packaged binaries for Windows, macOS and Linux; building from source needs Node.js, Python 3.14, uv and Docker. AGPL-3.0, with a paid Pro version for some features.
Where it fits on the map
Not on the map: for individual taxpayers.
The map places maintained projects for a company tax department or a tax authority, without a demo or paid-service flag. Everything else stays on the list with its label.
Similar projects
Of the same kind, for a shared jurisdiction or tax area. Not a ranking.
- CACAO (IDB)IDB web platform for tax administrations to receive, validate, store and analyse taxpayers' accounting data.
- CBCR-TPChecks a country-by-country report XML file against the OECD schema, Luxembourg rules and safe harbour tests.
- CFO StackBeancount accounting run through Claude Code, with jurisdiction packs for Canada, the US, Taiwan and China.For individual taxpayers
- Comparables_IdentificationScript that ranks candidate comparables by the similarity of their business descriptions to a tested party.
- CPAverse Tax Prep AgentAI agent for tax preparation workflow automation, with agent skills and standard operating procedures.
- crs-lintOffline linter for OECD CRS XML (v2.0, 3.0): schema plus 41 status-message business rules, SARIF output.
Maintain this project?
Link to this page from your README, so readers find the facts, the notes and where it fits. The badge is a small SVG served from this site.
[](https://tax-oss.com/projects/rotki/)