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Tracking Accounts & Balances

To manage Blockchain Accounts, you need to visit the Accounts section from the left sidebar.

Blockchain accounts page

Blockchain Accounts

rotki allows to track balances of blockchain accounts.

For now, the following chains are supported in rotki (and the list will be growing as we add more chains in the future):

Chain TypeBlockchainChain ID for importing purposes
EVM ChainsEthereumeth
Optimismoptimism
Polygon PoSpolygon_pos
Arbitrum Onearbitrum_one
Basebase
Gnosisgnosis
Scrollscroll
Binance Smart Chainbinance_sc
Avalancheavax
zkSync Litezksync_lite
Bitcoin ChainsBitcoinbtc
Bitcoin Cashbch
Substrate ChainsPolkadotdot
Kusamaksm

Steps to Add an Account:

  1. Go to the chain category sub-page
  2. Click Add Account (top right)
  3. Select your blockchain
  4. Enter the address in Account textbox
  5. Click Save

Adding Multiple Accounts:

  • Check Add multiple addresses box
  • Enter addresses as comma-separated list

Adding Account to all EVM Chains

  • Choose All Supported Chains in the chain selector.

Add a blockchain account

You can edit or delete an account using the buttons at the end of the row. For editing, you can modify the label or the tags.

Bitcoin Chains

There are two ways to add your Bitcoin or Bitcoin Cash addresses to rotki:

  1. Manual entry of individual addresses
  2. Using an xpub (extended public key) for automatic address discovery

What is an xpub?

An xpub is a special key that lets rotki find all your wallet addresses without giving access to your funds. When you provide an xpub, rotki will:

  • Generate your addresses locally
  • Query the blockchain activity for each address
  • Stop when it finds unused addresses
  • Store this information securely in your local database

Types of XPUB

TypeCommon NameAddress Starts WithDescription
P2PKHLegacy"1"The original Bitcoin address format
P2SH-P2WPKHSegwit"3"More efficient than legacy
WPKHNative Segwit"bc1"Most efficient for transactions
P2TRTaproot"bc1p"Newest type with enhanced privacy

How to Use Your xpub

  1. Check what type of addresses your wallet generates
  2. Select the matching type in rotki's dropdown menu

Good to know

  • If your xpub starts with "ypub" or "zpub", rotki will automatically detect the correct type
  • For Ledger hardware wallet users, you can get your xpub by following this guide
  • Bitcoin Cash only works with Legacy (P2PKH) and Segwit (P2SH_P2WPKH) addresses

Add a bitcoin account using XPUB

Aggregated view filtering

In the EVM Chains section, the chain selection allows you to filter accounts based on specific blockchain networks. This functionality works as a filter, meaning you can click on any chain, like Ethereum, Gnosis, or Polygon, and view only the accounts that are associated with those chains. You can even filter by multiple chains simultaneously.

Filter or delete a blockchain account

Additionally, there is an option to toggle between viewing the aggregated assets across all chains or displaying the assets per individual chain. This provides flexibility, allowing you to either get a total balance view from all chains at once or focus on specific chain assets.

Filter or delete a blockchain account

ENS names resolution

rotki automatically resolves ENS name and ENS avatar for every EVM address that has ENS name set in ethereum mainnet. If there is a primary ENS name specified for an address, this name will be shown instead of a raw blockchain address across the app. You can find the blockchain address by hovering the mouse over the ENS name. If an ENS avatar is set, it will be shown instead of the address blockie.

Token detection

For EVM accounts, it is possible to trigger the process of detecting tokens before refreshing the balances. There are several ways to do that:

Refresh all accounts tokens

  1. To re-detect tokens for all EVM accounts in all chains, go to the dashboard and toggle the arrow here. You can change the default behavior of the refresh button to Re-detect tokens and refresh balances and then click the refresh button.

Refresh particular accounts tokens

  1. To re-detect tokens for all addresses of one EVM chain, click Re-detect tokens in the EVM accounts section.

  2. To re-detect tokens for only one account, click the refresh button in the corresponding row.

Import and Export Blockchain Accounts (CSV)

You can export your blockchain accounts to CSV and then import them again into another rotki account (if you need to do it for your tax accountant, etc.). Also, if you have many accounts that you want to add to rotki, you can create your CSV and import it into rotki.

You can do it in from any submenu from the menu Accounts by clicking the three-dot menu.

Import and Export Blockchain Accounts

Blockchain Accounts CSV

[Download CSV Example]
addressaddress extraschainlabeltags
0x99A91871b93E13F53D8209529B5E390664bf25d8evmeth with validatorseth-1;eth-with-validators
0x9DBE4Eb4A0a41955E1DC733E322f84295a0aa5c0evmhahahaevm-tag
0xc37b40ABdB939635068d3c5f13E7faF686F03B65evm
bc1qdf3av8da4up78shctfual6j6cv3kyvcw6qk3fzbtcbitcoin-1bitcoin-1
qz5hccuhr036drq7m3mah3qf5x3f5phv05v5rtu5z2bchbitcoin-cash-1bitcoin-cash-1
EbEjgkw4Z2jFtaDad7zj59LrfmyuznXJzCmQh2qUfMvjiUjksmkusama-1kusama-1
14rw69gBpjYwdiw5MzvsZCSYVnHqubpUSHC5QPNBY5MPAoRidotpolkadot-1polkadot-1
xpub6CcGTthbwnbxsMRuEF3XoYdekGtnGTsbiZ4ZKeqMC1UuqPYqh2xQj9hbEQj8AB9EuGeFHz4o3hWayZm5ahr5fyV2SNfNyA6htsZngM1DFBzbtcxpub-1xpub-1
0x80858247aa14f2c23e9a83b65d2a3e3de22f16ddaaf3fad0fee52601d3f67f71ccb72b196a4789a9d0aa057721745996eth2
0x918583458bae9b00cfb9d78497d58f9678cf91755a08682410756909de021666208ecf84e97ac5abddbf5f17af5fb11downershipPercentage=50.00eth2
0xab423fb58c3498a8014bcc115be96bea77c99004fb59d3580d75fff0054e113d126ee6dd65faa027732f7cf38fdb4dd2ownershipPercentage=22.00eth2
0xa49152b5babd0130d9e5e3480eb9d17dfad5c090e6a7b6849e14b6baba0d47444fdd454303bfd202b6ae895654f678c0ownershipPercentage=33.00eth2
  1. The address field is required. For an xpub, input the xpub address. For a validator, input the publicKey.
  2. The address extras field is optional. You can specify ownershipPercentage=xx for validators and derivationPath=xx for xpubs.
  3. The chain field is required. You can find supported chain IDs in the supported blockchain section. Use evm to add to all EVM chains.
  4. The label field is optional.
  5. The tags field is optional. Multiple tags should be separated by semicolons (;).

Blockchain aggregated balances

You can see the list of aggregated assets from Blockchain Accounts from menu Balances > Blockchain Balances.

Aggregated list of assets from blockchain accounts

Loopring balances

From the balances section you can quickly get an overview of the accounts having balances in Loopring and what assets these accounts hold.

Loopring balances detailed per address

Exchange Balances

You can check all of the asset balances that you have in each connected exchange in the Exchange Balances sub-page. Clicking the Add exchange button takes you to the API Keys page where you can manage your exchange connections (see Exchanges API Keys).

Exchange Balance

Manual Balances

You can add any type of asset to rotki, that may not officially supported yet. This includes things like:

  • Real estate
  • Stocks
  • Assets from unsupported blockchains or exchanges

To add or edit a manual balance:

  1. Go to the Manual Balances page
  2. Click Add Manual Balance (top right)
  3. Add a unique label
  4. Select your asset from the dropdown
  5. Add any tags you want
  6. Enter the amount and location

You can also filter the manual balances by location, name or asset.

The manually tracked balances

By pressing the edit button for the account you can also add tags to the blockchain account. If you want to create a new tag or edit an existing one you can open the tag manager and choose the name, description and colors of the tag.

NFTs

rotki provides an NFT gallery where you can view the NFTs owned by your accounts.

NFT Gallery

You have an overview of the total value of your NFTs in the application dashboard, on the NFTs table.

NFT Value Dashboard

An estimation of the value of the NFTs you own is counted into your total net worth. The estimation strategy is currently the maximum of either the floor price of the collection or the last sale of the NFT. If a manual price has been given this is always preferred.

NFT Value Dashboard

If a price cannot be found for an NFT asset or if you want to change the calculated price estimate you can easily set the price for an NFT asset manually. You can do this by either clicking on the > button in the NFTs table in the dashboard or by going to Blockchains & Accounts → NFT Balances. And then click on the pen icon for the NFT you are interested in.

For privacy concerns, it is possible to allow all or only a certain list of domains for images rendered, this can be done here by clicking on the icon highlighted below.

More details here Critical Privacy Vulnerability: Getting Exposed by MetaMask

The configuration menu:

NFT Image Render Settings

Highlight details:

  1. Link to blog post about image rendering and privacy.
  2. Option to allow all NFT images to be rendered.
  3. Option to allow only whitelisted domains.
  4. If only whitelist, input list of allowed domains.
  5. Save button.

NFT Image Render Settings

This will enable image rendering of only whitelisted NFT domains.

Filtering by tags

You can filter the tables by a combination of tags.

Filter the accounts by tag

Simply add the tags you wish to filter by in the filter textbox above the tables.

Hide small balances

You can filter out small balances and set the threshold yourself.

By default, this setting will apply to all balance types (blockchain balances, exchange balances, and manual balances). You can uncheck the checkbox to apply the setting only to the current balances view.

NOTE

You need to press "Apply Changes" for the setting to take effect.

Hide small balances

Airdrops

rotki can detect some airdrops for you

rotki airdrops detection

The list of currently supported airdrops is:

  • Uniswap
  • 1INCH
  • Tornado
  • Cornichon
  • Grain
  • Furocombo
  • Lido
  • Curve
  • Convex
  • Shapeshift
  • ENS
  • ParaSwap
  • Saddle finance
  • Cow
  • Diva
  • Shutter
  • Starknet
  • Optimism 4
  • Degen 2
  • Omni
  • Eigen token

For some airdrops, you may see the status Unknown. This means rotki can't determine the status of the airdrop, whether it has been claimed or not. You need to check it yourself.

Balances Snapshots

The application automatically saves balance snapshots to your local database:

  • Occurs at login
  • Default interval: every 24 hours (configurable)

To manually create a snapshot:

  1. Click the arrow down near the graph
  2. Select Force Save

Force snapshots saves

Error Handling

  • Snapshots won't save if there are external source query errors
  • To save despite errors, select Ignore Errors

Modify a snapshot point

  1. Click on a snapshot point in the dashboard's net value graph
  2. From the menu you can:
    • Edit snapshot data
    • Remove the snapshot
    • Download the snapshot

Delete snapshot

Edit Snapshots Value

  • Click a snapshot point
  • Select edit
  • Modify values for assets and locations as needed

Edit snapshot

Delete Snapshots

Click a snapshot point and select delete to remove saved information.

Download/Export Snapshots

When exporting, four files are generated:

  1. Two files for future data import
  2. Two human-readable files for accounting:
    • balances_snapshot: Asset balances at snapshot time
    • location_data_snapshot: Value per location for each asset

Import Snapshot Back

To import previously exported snapshot data:

  1. Use files with _import suffix
  2. Click the Arrow down button near the chart
  3. Select Import

Import snapshots information