Crypto portfolio software should be judged by ledger accuracy and key safety. Rotki tracks assets across exchanges and blockchains, but a balance chart alone cannot prove tax or cost-basis records are complete.
Use read-only API credentials or synthetic data. Import trades, fees, transfers, staking events, and a transaction with missing price data. Reconcile holdings against source records and inspect how Rotki classifies each event. Export reports and review them with a qualified tax professional for your jurisdiction; the app cannot decide legal treatment for you.
Back up and restore the local database, then revoke test API keys. Never supply withdrawal-capable exchange credentials or wallet seed phrases. Compare alternatives by reconciliation effort, supported chains, data privacy, and how corrections are tracked.
Akousa