Side by side
Finary vs rotki
Both stand on portfolio management software. Which one you can start free with, which one lets you read the code, and what each costs once you pay.
Free plan AndroidAPIiPhone+2
Finary combines account connections, asset tracking, portfolio reporting, and budgeting features, with paid tiers expanding account and goal limits. The free plan is limited to two linked accounts and two tracked goals; paid plans start at €54.99 a year.
Visit Finary Free plan Open source APILinuxMac+3
rotki brings local portfolio tracking, blockchain activity decoding, and tax reporting together, with a free plan and paid additions. Its tax reports are not tax or legal advice and require user review with qualified advisors.
Visit rotkiThe facts
| Finary | rotki | |
|---|---|---|
| Free plan | Yes | Yes |
| Open source | No | Yes |
| Runs on | Android, API, iPhone, Mac, Web | API, Linux, Mac, Self-hosted, Web, Windows |
| Lowest paid plan | Finary Lite: €44.99 a year | Basic: €25 a month |
| Plans published | 4 | 6 |
| Maker | Finary | rotki |
| Website | finary.com | rotki.com |
| On portfolio management software | #5 of 81 | #1 of 81 |
Finary: what it does well
- Connectors cover over 20,000 banks and institutions
- Tracks real estate, crypto, and other listed assets
- Shows portfolio performance and allocation breakdowns
- Tracks income, expenses, and recurring expenses
- Available on Android, iOS, macOS, and web
What to know first
- Free plan limits users to two linked accounts
- Free plan limits users to two tracked goals
- Paid tiers list investment fees
- Account access is read-only and cannot initiate transactions
rotki: what it does well
- Encrypted local database uses 256-bit AES.
- Exchange API keys are processed locally.
- Tracks assets, liabilities, exposure, and net-worth changes.
- Decodes more than 140 DeFi protocols.
What to know first
- Free plan is limited to 1,000 recent events.
- Free plan includes up to 10 notes.
- Users are responsible for reviewing tax reports.