Side by side
rotki vs Sharesight
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 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 rotki Free plan AndroidAPIiPhone+1
Sharesight brings investment tracking, dividend updates, and reporting into one portfolio service, with a free tier for a small portfolio. It does not handle transactions or custody, and some tasks require the desktop platform.
Visit SharesightThe facts
| rotki | Sharesight | |
|---|---|---|
| Free plan | Yes | Yes |
| Open source | Yes | Not published |
| Runs on | API, Linux, Mac, Self-hosted, Web, Windows | Android, API, iPhone, Web |
| Lowest paid plan | Basic: €25 a month | Starter: $7 a month |
| Plans published | 6 | 13 |
| Maker | rotki | Sharesight |
| Website | rotki.com | sharesight.com |
| On portfolio management software | #1 of 81 | #2 of 81 |
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.
Sharesight: what it does well
- Supports stocks, ETFs, funds, precious metals, and unlisted investments.
- Imports trades from more than 200 global brokers.
- Automatically updates dividends, reinvestment plans, and share splits.
- Portfolio sharing is included across all plans.
- Free plan includes one portfolio and 10 holdings.
What to know first
- Free plan is limited to one portfolio and 10 holdings.
- Trade editing and report generation require the desktop platform.
- It does not support depositing, holding, or transferring securities.
- Xero integration is limited to Standard and Premium plans.
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