Side by side
Portfolio Performance 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 AndroidiPhoneLinux+2
Portfolio Performance combines transaction tracking with portfolio analysis and multiple return calculations. The free desktop application is the editing option; mobile is for viewing and analysis, with paid optional subscriptions for mobile features.
Visit Portfolio Performance 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
| Portfolio Performance | rotki | |
|---|---|---|
| Free plan | Yes | Yes |
| Open source | Not published | Yes |
| Runs on | Android, iPhone, Linux, Mac, Windows | API, Linux, Mac, Self-hosted, Web, Windows |
| Lowest paid plan | Premium (Yearly): $25 a year | Basic: €25 a month |
| Plans published | 3 | 6 |
| Maker | Portfolio Performance | rotki |
| Website | portfolio-performance.info | rotki.com |
| On portfolio management software | #3 of 81 | #1 of 81 |
Portfolio Performance: what it does well
- Free desktop application.
- Calculates time-weighted and internal-rate-of-return performance.
- Imports statements from online banks and brokers.
- Exports portfolio data as CSV or JSON.
- Supports allocation, risk, and tax-lot analysis.
What to know first
- Mobile app cannot edit portfolio data.
- Mobile app supports 36 of 48 desktop dashboard widgets.
- Mobile app does not use latest-price configurations.
- Complex calculations or large files may need a more powerful device.
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.
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