Rotki

Rotki is an open-source, self-hosted portfolio management tool that puts privacy first. Unlike most competitors, which are closed-source SaaS platforms requiring you to hand over sensitive financial data, Rotki keeps your data encrypted and stored locally ensuring you stay in control.

Key features include portfolio overview across multiple platforms, blockchains, and exchanges; graphical insights with historical data visualization; transaction decoding for readable breakdowns of blockchain transactions and exchange events; profit and loss reports with customizable accounting settings; and full data customization for UI, main currency, and language.

Rotki supports Windows, macOS, and Linux, and can be deployed via Docker or installed as a pre-packaged binary. A Pro version is available for advanced features like DeFi analytics, deeper historical data, and priority support.

Rotki is an excellent open-source alternative to proprietary services like Empower (formerly Personal Capital), Kubera, Sharesight, Stock Rover, and SigFig, especially for crypto and blockchain-focused investors who value privacy and self-sovereignty.