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What is rotki?

Rotki is an open-source tool that prioritizes user privacy while offering services for tracking portfolios, managing accounts, and conducting analytics. It allows users to access and modify its source code, fostering a transparent environment that encourages community engagement. As a local-first application, Rotki ensures that all financial data remains encrypted on the user’s device, avoiding any external data sharing. Users can monitor a variety of cryptocurrency assets sourced from blockchains, decentralized finance (DeFi) platforms, and supported exchanges. The application provides a detailed look at users' assets and liabilities, displaying their exposure to each asset as a percentage of their total net worth. Moreover, it allows users to visualize their net worth's progression over time through various graphs. However, free-tier users are limited to viewing data from only the last two weeks. The platform facilitates connections to multiple centralized exchanges, enabling users to efficiently track their balances, historical trades, deposits, and withdrawals. In addition, Rotki offers a comprehensive overview of DeFi investments across various protocols, complete with detailed histories and profit-loss assessments, making it an ideal tool for cryptocurrency investors. Ultimately, this versatile application is designed to equip users with valuable insights into their financial choices while upholding rigorous privacy standards, ensuring that their financial journey remains both informed and secure.

What is HashBooks?

HashBooks presents a thorough online solution tailored for managing cryptocurrency taxes and tracking investment portfolios, appealing to a wide range of users including investors, traders, accountants, tax professionals, exchanges, and crypto businesses. The platform allows for seamless importing of transaction data from multiple supported exchanges and wallets using secure methods like read-only connections, public addresses, or by uploading files in CSV and Excel formats, which are then organized in a shared ledger. Users can evaluate their cost basis, calculate gains and losses, keep track of staking activities, and cross-check report figures with original documentation. Capable of managing tax computations and producing filing reports for eight jurisdictions—namely the United States, United Kingdom, India, Australia, Canada, Germany, Ireland, and Singapore—HashBooks is equipped with various features including tools for portfolio management, tax calculations tailored for DeFi and NFTs, and capabilities for accountant management, alongside API and white-label options for business collaborators. The platform offers a complimentary plan that permits portfolio tracking and estimated tax summaries for up to 100 transactions and three connections, while its premium plans unlock further advantages such as country-specific filing reports and enhanced transaction limits. Moreover, HashBooks is designed to help users easily navigate their tax responsibilities while providing a comprehensive view of their cryptocurrency investments, ensuring they remain informed and compliant in a rapidly evolving market. Overall, the platform stands out as an invaluable resource for individuals and businesses alike in the cryptocurrency space.

Media

Media

No images available

Integrations Supported

Binance
Coinbase
Kraken
Bitstamp
Aave
Balancer
BitMEX
Bitfinex
Bitpanda
Compound
Gemini
Independent Reserve
Poloniex
SushiSwap
Uniswap
Yearn
bitcoin.de

Integrations Supported

Binance
Coinbase
Kraken

API Availability

API Availability

Has API

Pricing Information

€10.05 per month
Free Version

Pricing Information

$99/year
The free plan includes portfolio tracking and estimated tax summaries for up to 100 transactions and three connections; filing reports are not included. Paid plans are billed annually in US dollars and start at $99/year. Higher tiers add filing reports, higher limits, and additional features.
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
On-Site Training

Company Facts

Organization Name

rotki

Date Founded

2018

Company Location

Germany

Company Website

rotki.com

Company Facts

Organization Name

BlockchainX

Date Founded

2021

Company Location

India

Company Website

www.hashbooks.tax/

Categories and Features

Crypto Accounting

Not specified

Crypto Tax

Not specified

Categories and Features

Crypto Tax

Not specified

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