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rotki Alternatives & Competitors

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Replacement verdicts

Alternatives to rotki

Curated replacements grouped by fit, tradeoffs, pricing flexibility, and platform access. Use this list to decide which rotki competitor is worth testing first.

Looking for a rotki replacement? We've profiled 20 alternatives by workflow fit, pricing flexibility, caveats, and platform access. Whether you need a free option to trial, mobile-ready workflows, or API integrations, this list helps you choose what to test first.

Visit rotki Free alternatives Tool details

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Which Alternative Should You Use?

Delta by eToro

Closest replacement

Best for: Retail investors looking for one mobile-first tracker for stocks, ETFs, crypto, funds, forex, commodities, and wallets.

Delta by eToro best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
Delta by eToro keeps the replacement test in the same free-access lane. Free access caveat: signup required and Basic is free with a limited number of tracked assets..

Watch for: Free tier is asset-capped: Basic supports up to 10 tracked assets. Larger portfolios need PRO or PRO+.

Details Compare

Interactive Brokers (IBKR)

Best audience fit

Best for: Active investors who need global multi-asset access, advanced orders, APIs, and volume-based commissions.

Interactive Brokers (IBKR) best matches the base workflow on portfolio tracking, portfolio analytics, and API and market data.
Interactive Brokers (IBKR) shares Free and Subscription pricing with the base tool.

Watch for: Commission and market-data details vary by market: The record contains separate stock, ETF, options, futures, crypto, and market-data pricing notes by region and product.

Open IBKR account

Details Compare

Sharesight

Strong runner-up

Best for: DIY investors needing global portfolio performance, dividend, currency, and tax reporting across brokers.

Sharesight best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
Sharesight keeps the replacement test in the same free-access lane. Free access caveat: signup required and Free plan tracks one portfolio with up to 10 holdings..

Watch for: Free plan is capped at 10 holdings: The free tier is limited to one portfolio, 10 holdings, and one custom group.

Details Compare

Quicken (Simplifi & Classic)

Strong runner-up

Best for: U.S. and Canadian households that want investment tracking inside a broader personal-finance and budgeting system.

Quicken (Simplifi & Classic) best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
Quicken (Simplifi & Classic) shares Subscription pricing with the base tool.

Watch for: Region-limited product fit: Quicken is designed for the U.S. and Canada, not international investors by default.

Compare Quicken plans

Details Compare

Detailed Alternatives

I want to

Pay lessFill a gapUpgrade overall

Our ranked order by workflow overlap and quality.

1

Closest replacement

Delta by eToro

Bottom line: Retail investors looking for one mobile-first tracker for stocks, ETFs, crypto, funds, forex, commodities, and wallets.

Keep

Portfolio
On-chain Analytics
Wallet / Address Monitoring
Capital Gains Estimator

Gain

Watchlist
Alerts
Calendar
News

Lose

Downloadable Tax Reports

Watch out

Useful when you want to add dividend analysis, portfolio alerts, and market monitoring instead of mirroring the current workflow.
Free-plan limits: Signup required, Basic is free with a limited number of tracked assets, and PRO and PRO+ unlock higher asset limits, deeper analytics, AI/context features, and advanced reporting.
Free tier is asset-capped: Basic supports up to 10 tracked assets. Larger portfolios need PRO or PRO+.

Price: rotkiFree • Contact for pricing
Delta by eToroFree • From $53.88/yr
Free tier: Free with signup
Replacement: Drop-in replacement

Pricing checked 2026-08-23 via pricing.

View Delta PRO Compare

Full review and details

2

Partial replacement

Sharesight

Bottom line: DIY investors needing global portfolio performance, dividend, currency, and tax reporting across brokers.

Keep

Portfolio
Downloadable Tax Reports
Capital Gains Estimator

Gain

Risk Metrics
Performance Attribution
Dividend Tax / ADR Withholding
Dividends

Lose

On-chain Analytics
Wallet / Address Monitoring

Watch out

Useful when you want to add dividend analysis, advisor client reporting, and portfolio alerts instead of mirroring the current workflow.
Free-plan limits: Signup required, Free plan tracks one portfolio with up to 10 holdings, and Advanced reports, more portfolios, unlimited holdings, and business workflows require paid plans.
Free plan is capped at 10 holdings: The free tier is limited to one portfolio, 10 holdings, and one custom group.

Price: rotkiFree • Contact for pricing
SharesightFree • Paid plans available
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Try Sharesight Compare

Full review and details

3

Partial replacement

Quicken (Simplifi & Classic)

Bottom line: U.S. and Canadian households that want investment tracking inside a broader personal-finance and budgeting system.

Keep

Portfolio
Downloadable Tax Reports
Capital Gains Estimator

Gain

Watchlist
Tax Lots / Lot Optimization
News
Alerts

Lose

On-chain Analytics
Wallet / Address Monitoring

Watch out

Useful when you want to add portfolio alerts, market monitoring, and fundamental research instead of mirroring the current workflow.
Free-plan limits: Signup required, Credit card required, and Plans are paid annual subscriptions.
Region-limited product fit: Quicken is designed for the U.S. and Canada, not international investors by default.

Price: rotkiFree • Contact for pricing
Quicken (Simplifi & Classic)Subscription
Free tier: Paid only
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Compare Quicken plans Compare

Full review and details

4

MarketlogPartial replacementFree • From $79.99/yrFree with signup

4

Partial replacement

Marketlog

Bottom line: Retail investors who need manual or broker-connected portfolio tracking, dividends, goals, forecasts, benchmarks, and sharing.

Keep

Portfolio

Gain

Watchlist
Institutional Ownership
Data Visualizations
Risk Metrics

Lose

On-chain Analytics
Wallet / Address Monitoring
Downloadable Tax Reports
Capital Gains Estimator

Watch out

Useful when you want to add dividend analysis, portfolio alerts, and broker-connected trading instead of mirroring the current workflow.
Free-plan limits: Signup required, Free supports unlimited portfolios, holdings, and transactions with manual tracking and 5 years of price history, and Plus costs $7.99 monthly or $6.67 per month billed yearly. Pro costs $17.99 monthly or $15 per month billed yearly.
Not a broker or adviser: Marketlog tracks and analyzes portfolios but does not execute trades, provide fiduciary advice, or act as an exchange.

Price: rotkiFree • Contact for pricing
MarketlogFree • From $79.99/yr
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via homepage.

Track portfolios with Marketlog Compare

Full review and details

5

Snowball AnalyticsPartial replacementFree • From $79.99/yrFree with signup

5

Partial replacement

Snowball Analytics

Bottom line: Investors tracking several asset types, currencies, or brokerage accounts in one portfolio record.

Keep

Portfolio

Gain

Watchlist
Backtesting
Dividends
Dividend Tax / ADR Withholding

Lose

On-chain Analytics
Wallet / Address Monitoring
Downloadable Tax Reports
Capital Gains Estimator

Watch out

Useful when you want to add dividend analysis, portfolio alerts, and strategy backtesting instead of mirroring the current workflow.
Free-plan limits: Signup required, Free plan has portfolio, holding, custom asset, watchlist, and history limits, and Paid plans have a 14-day trial with no credit card required.
Free plan is intentionally limited: Free access is capped at one portfolio, 10 holdings, one custom asset, one watchlist, and shorter history.

Price: rotkiFree • Contact for pricing
Snowball AnalyticsFree • From $79.99/yr
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Try Snowball Analytics Compare

Full review and details

6

Interactive Brokers (IBKR)Best audience fitTransaction-priced · Fees vary by offer and jurisdictionPaid only

6

Best audience fit

Interactive Brokers (IBKR)

Analyst pickTested by us

Bottom line: Active investors who need global multi-asset access, advanced orders, APIs, and volume-based commissions.

Keep

Portfolio

Gain

Brokerage
Advanced Order Types
Smart/Direct Routing
Paper Trading

Lose

On-chain Analytics
Wallet / Address Monitoring
Downloadable Tax Reports
Capital Gains Estimator

Watch out

Avoid as a full replacement if you rely on long-term portfolio tracking.
Free-plan limits: Signup required, Brokerage account has no recurring platform fee in the profile, but trading commissions and add-on fees vary by product, and Real-time market data and Level II data generally require subscriptions.
Commission and market-data details vary by market: The record contains separate stock, ETF, options, futures, crypto, and market-data pricing notes by region and product.

Price: rotkiFree • Contact for pricing
Interactive Brokers (IBKR)Transaction-priced · Fees vary by offer and jurisdiction
Free tier: Paid only
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Open IBKR account Compare

Full review and details

7

TipRanksPartial replacementFree • From $29.95/moFree with signup

7

Partial replacement

TipRanks

Analyst pickTested by us

Bottom line: Retail investors looking for analyst consensus, expert rankings, Smart Score, news sentiment, and stock ideas.

Keep

Portfolio

Gain

Stock Ideas
Top Analysts
Screeners
ETF Screeners

Lose

On-chain Analytics
Wallet / Address Monitoring
Downloadable Tax Reports
Capital Gains Estimator

Watch out

Avoid as a full replacement if you rely on long-term portfolio tracking.
Free-plan limits: Signup required, Free/Basic MCP OAuth quota is 10 tool calls per month, and Free API-key tier is limited to 10 requests per minute and 50 requests per month.
Best tools are paid: Premium and Ultimate gate Smart Portfolio, Smart Score, expert/insider/hedge-fund tools, exports, and higher MCP quotas.

Price: rotkiFree • Contact for pricing
TipRanksFree • From $29.95/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

View TipRanks plans Compare

Full review and details

8

WealthfolioPartial replacementFree • From $3.99/moFree, no signup

8

Partial replacement

Wealthfolio

Bottom line: Privacy-conscious long-term investors looking for portfolio, net-worth, spending, and retirement-planning workflows in a local database they control.

Keep

Portfolio

Gain

Data Visualizations
Performance Attribution
Risk Metrics
Monte Carlo

Lose

On-chain Analytics
Wallet / Address Monitoring
Downloadable Tax Reports
Capital Gains Estimator

Watch out

Avoid as a full replacement if you rely on API and market data.
Free-plan limits: The AGPL-3.0 core app is free, uses pay-what-you-want downloads, and does not require an account, Free use relies on manual tracking or CSV imports; automatic brokerage and device sync require Wealthfolio Connect, and Self-hosted use requires the user to supply and maintain the server, authentication, secrets, backups, and updates.
No native Android app: Native Android is planned but not available. Android users currently need the progressive web app from a self-hosted Wealthfolio instance.

Price: rotkiFree • Contact for pricing
WealthfolioFree • From $3.99/mo
Free tier: Free, no signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Download Wealthfolio Compare

Full review and details

9

TradingViewPartial replacementFree • From $12.95/moFree with signup

9

Partial replacement

TradingView

Analyst pickTested by us

Bottom line: Traders and investors looking for charting, alerts, screeners, and market coverage across many asset classes.

Keep

Portfolio

Gain

Data Visualizations
Quant
Screeners
ETF Screeners

Lose

On-chain Analytics
Wallet / Address Monitoring
Downloadable Tax Reports
Capital Gains Estimator

Watch out

Avoid as a full replacement if you rely on portfolio analytics and long-term portfolio tracking.
Free-plan limits: Signup required, Basic tier limits charts per tab, indicators, alerts, watchlists, and historical bars, and Some real-time exchange data is sold separately from platform plans.
Real-time market data can require add-ons: Optional real-time quote subscriptions and exchange-specific data fees.

Price: rotkiFree • Contact for pricing
TradingViewFree • From $12.95/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Open TradingView Compare

Full review and details

10

ProjectionLabPartial replacementFree • From $129/yrFree with signup

10

Partial replacement

ProjectionLab

Bottom line: DIY investors planning retirement or financial independence looking to model life events, cash flow, taxes, withdrawals, and estate outcomes in one visual plan.

Keep

Portfolio
Capital Gains Estimator

Gain

Retirement Calculator
Monte Carlo
Backtesting
Scenario & Stress Tests

Lose

On-chain Analytics
Wallet / Address Monitoring
Downloadable Tax Reports

Watch out

Useful when you want to add strategy backtesting, charting and technical analysis, and options and trading workflows instead of mirroring the current workflow.
Free-plan limits: Signup required, Basic is a permanent free plan with forecasting, financial planning, Monte Carlo simulations, historical backtesting, and flexible modeling, and Premium is listed at $129/year and gates advanced cash-flow, tax, withdrawal, reporting, and multi-plan features.
Annual simulation granularity: Public product copy emphasizes drilling into each simulated year, so the model is not suited to month-by-month budgeting, transaction-level accounting, or short-horizon trading analysis.

Price: rotkiFree • Contact for pricing
ProjectionLabFree • From $129/yr
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Compare ProjectionLab plans Compare

Full review and details

11

DunePartial replacementFree • From $75/moFree with signup

11

Partial replacement

Dune

Bottom line: Crypto analysts and teams that need SQL-based onchain dashboards, decoded data, APIs, alerts, webhooks, uploads, and agent workflows.

Keep

On-chain Analytics
Wallet / Address Monitoring

Gain

DEX / DeFi
NFT Markets
Data Visualizations
Custom Dashboards

Lose

Portfolio
Downloadable Tax Reports
Capital Gains Estimator

Watch out

Avoid as a full replacement if you rely on portfolio analytics and long-term portfolio tracking.
Free-plan limits: Signup required, Dune docs say usage is measured in credits for queries, exports, API, and programmatic actions, and Official docs list Free, Analyst, Plus, Legacy Premium, and Enterprise, with Legacy Premium no longer available for new subscriptions.
Credits control cost and scale: Queries, exports, API usage, and programmatic actions consume plan credits, so heavy workflows require careful credit management or enterprise terms.

Price: rotkiFree • Contact for pricing
DuneFree • From $75/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via support.

Compare Dune plans Compare

Full review and details

12

KoyfinPartial replacementFree • From $468/yrFree with signup

12

Partial replacement

Koyfin

Analyst pickTested by us

Bottom line: Investors who want dashboards, charts, screeners, portfolios, news, and alerts in a web and mobile workspace.

Keep

Portfolio

Gain

Screeners
ETF Screeners
Data Visualizations
Custom Dashboards

Lose

On-chain Analytics
Wallet / Address Monitoring
Downloadable Tax Reports
Capital Gains Estimator

Watch out

Avoid as a full replacement if you rely on long-term portfolio tracking.
Free-plan limits: Signup required, Free plan includes limited watchlists, screens, dashboards, alerts, portfolios, financials, and estimates history, and New accounts receive a seven-day trial and then downgrade to Free without a charge.
No public API: Koyfin does not provide user-facing data access through an API.

Price: rotkiFree • Contact for pricing
KoyfinFree • From $468/yr
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

View Koyfin pricing Compare

Full review and details

13

PortseidoPartial replacementFree • From $8/yrFree with signup

13

Partial replacement

Portseido

Bottom line: Self-directed global investors looking for transaction-based performance, dividends, allocation, benchmarks, and custom assets across web and mobile.

Keep

Portfolio

Gain

Data Visualizations
Performance Attribution
Risk Metrics
Tax Lots / Lot Optimization

Lose

On-chain Analytics
Wallet / Address Monitoring
Downloadable Tax Reports
Capital Gains Estimator

Watch out

Useful when you want to add dividend analysis, portfolio watchlists, and portfolio alerts instead of mirroring the current workflow.
Free-plan limits: Signup required, Free plan is available with portfolio and transaction limits, and Pro has a 14-day trial with no credit card required.
Free and Plus tiers have transaction caps: Free supports a small portfolio and Plus still caps total transactions. Heavier users need Pro.

Price: rotkiFree • Contact for pricing
PortseidoFree • From $8/yr
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Try Portseido Compare

Full review and details

14

DigrinPartial replacementFree • Paid plans availableFree with signup

14

Partial replacement

Digrin

Analyst pickTested by us

Bottom line: Dividend investors who need calendars, tax estimates, benchmarks, DRIP handling, stock financials, and broker or CSV imports.

Keep

Portfolio
Capital Gains Estimator

Gain

Screeners
Dividends
Splits
Calendar

Lose

On-chain Analytics
Wallet / Address Monitoring
Downloadable Tax Reports

Watch out

Useful when you want to add dividend analysis, portfolio alerts, and stock screening instead of mirroring the current workflow.
Free-plan limits: Signup required, Explorer is listed as free forever, and Plus is listed locally at EUR7.99/month monthly, or EUR4.17/month billed annually.
Broker sync is narrow: Automated broker sync is focused on Trading212 and Interactive Brokers, so other brokers rely on CSV/manual import.

Price: rotkiFree • Contact for pricing
DigrinFree • Paid plans available
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Compare Digrin plans Compare

Full review and details

15

Investing.comPartial replacementFree • From $13.99/moFree, no signup

15

Partial replacement

Investing.com

Analyst pickTested by us

Bottom line: Users looking for one free global market portal for quotes, charts, calendars, news, watchlists, and portfolio tracking.

Keep

Portfolio

Gain

Stock Ideas
Screeners
Stock Comparison
Data Visualizations

Lose

On-chain Analytics
Wallet / Address Monitoring
Downloadable Tax Reports
Capital Gains Estimator

Watch out

Avoid as a full replacement if you rely on portfolio analytics and long-term portfolio tracking.
Free-plan limits: Free access is ad-supported and does not include the full InvestingPro research layer, Free WarrenAI access is limited to 10 lifetime messages and requires an account; paid plans include 50 or 500 credits per month, and ProPicks, premium reports, and deeper datasets are plan-gated.
Not a broker or API product: Investing.com does not provide trade execution or a public API. Widgets and RSS are its public integration methods.

Price: rotkiFree • Contact for pricing
Investing.comFree • From $13.99/mo
Free tier: Free, no signup
Replacement: Partial replacement

Pricing checked 2026-08-05 via pricing.

View InvestingPro Compare

Full review and details

16

GhostfolioPartial replacementFree • From $48/yrFree, no signup

16

Partial replacement

Ghostfolio

Bottom line: Privacy-conscious users looking for an open-source portfolio and net-worth dashboard they can self-host.

Keep

Portfolio

Gain

Data Visualizations
APIs & Data Feeds
Open-source wealth management software and personal finance dashboard to track net worth across cash, stocks, ETFs and cryptocurrencies on multiple platforms, with a privacy-focused design.
Multi-account portfolio tracking with full transaction CRUD, various charts, static risk analysis and performance over standard timeframes such as Today, WTD, MTD, YTD, 1Y, 5Y and Max.

Lose

On-chain Analytics
Wallet / Address Monitoring
Downloadable Tax Reports
Capital Gains Estimator

Watch out

Useful when you want to add market data API, portfolio watchlists, and charting and technical analysis instead of mirroring the current workflow.
Free-plan limits: Self-hosted open-source use is free, Managed Premium cloud is the easier paid route, and Ghostfolio lists Premium pricing from $48 per year.
Self-hosting has operational burden: Free use requires running and maintaining your own Ghostfolio instance and data setup.

Price: rotkiFree • Contact for pricing
GhostfolioFree • From $48/yr
Free tier: Free, no signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

View Ghostfolio options Compare

Full review and details

17

WisesheetsPartial replacementFrom $60/yrFree trial only

17

Partial replacement

Wisesheets

Bottom line: Spreadsheet users who need financial statements, metrics, dividends, estimates, fund data, options chains, and broker-connected holdings.

Keep

Portfolio

Gain

Sheets / Excel Add-ins
Screeners
Financials
Dividends

Lose

On-chain Analytics
Wallet / Address Monitoring
Downloadable Tax Reports
Capital Gains Estimator

Watch out

Avoid as a full replacement if you rely on long-term portfolio tracking.
Free-plan limits: Signup required, Trial-only access, and Homepage advertises a free trial with email rather than a permanent free tier.
Spreadsheet dependency: Wisesheets is built around Excel and Google Sheets, so users who want a standalone terminal or native API may find it limiting.

Price: rotkiFree • Contact for pricing
WisesheetsFrom $60/yr
Free tier: Free trial only
Replacement: Partial replacement

Pricing checked 2026-08-23 via homepage.

Compare Wisesheets plans Compare

Full review and details

18

FinaticPartial replacementFree • From $2/moFree with signup

18

Partial replacement

Finatic

Bottom line: Fintech developers who need one API for brokerage connections, account data, positions, orders, balances, and user-authorized trade submission.

Keep

Portfolio

Gain

Broker Connectors
APIs & Data Feeds
Webhooks
Auto-Trading & Bots

Lose

On-chain Analytics
Wallet / Address Monitoring
Downloadable Tax Reports
Capital Gains Estimator

Watch out

Avoid as a full replacement if you rely on portfolio analytics and long-term portfolio tracking.
Free-plan limits: Signup required, Free includes up to 5 connected users, 1 connection per user, 1,000 API calls per month, and webhooks, and Standard costs $2 per connected user per month and includes 10 connections per user, 10,000 API calls per month, and priority support.
Limited public assurance material: Finatic publishes versioned SDK references and security statements, but no public SOC 2 or ISO report, status page, uptime record, or service-level agreement was found.

Price: rotkiFree • Contact for pricing
FinaticFree • From $2/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Review Finatic pricing Compare

Full review and details

19

KuberaPartial replacementFrom $250/yrFree trial only

19

Partial replacement

Kubera

Bottom line: High-net-worth households, founders, expats, and advisors needing a global balance-sheet view across public, private, crypto, real estate, and other assets.

Keep

Portfolio

Gain

Broker Connectors
APIs & Data Feeds
Advisor Operations
Custom Dashboards

Lose

On-chain Analytics
Wallet / Address Monitoring
Downloadable Tax Reports
Capital Gains Estimator

Watch out

Useful when you want to add advisor client reporting, market data API, and portfolio watchlists instead of mirroring the current workflow.
Free-plan limits: Signup required, Trial-only access, and 14-day full trial before paid subscription.
No permanent free plan: Kubera is a paid product after the 14-day trial, so casual users looking for a free tracker should be sent elsewhere.

Price: rotkiFree • Contact for pricing
KuberaFrom $250/yr
Free tier: Free trial only
Replacement: Partial replacement

Pricing checked 2026-08-23 via support.

Start Kubera trial Compare

Full review and details

20

PortfoliosLabPartial replacementFree • From $8.33/moFree with signup

20

Partial replacement

PortfoliosLab

Bottom line: Long-term investors who want portfolio backtests, risk metrics, correlations, optimization, and screeners in one web service.

Keep

Portfolio

Gain

Watchlist
Backtesting
Correlation
Risk Metrics

Lose

On-chain Analytics
Wallet / Address Monitoring
Downloadable Tax Reports
Capital Gains Estimator

Watch out

Avoid as a full replacement if you rely on long-term portfolio tracking.
Free-plan limits: Signup required, Free plan includes 1 watchlist, 100 symbols, 15 holdings per portfolio, 10 calculations/month, and 5 years of history, and Annual billing works out to $8.33 per month for Plus, $20.83 for Pro, and $75 for Max.
Free tier is small: Free access is capped at 1 watchlist, 100 symbols, 15 holdings per portfolio, 10 calculations per month, and 5 years of history.

Price: rotkiFree • Contact for pricing
PortfoliosLabFree • From $8.33/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Analyze portfolios on PortfoliosLab Compare

Full review and details

What This Shortlist Tells You

Delta by eToro is the closest drop-in replacement with overlapping coverage in Portfolio, On-chain Analytics, and Wallet / Address Monitoring while adding Watchlist and Alerts coverage and Portfolio tracker for stocks, ETFs, mutual funds, crypto, NFTs, forex, commodities, and indices. and Connects to broker, bank, crypto exchange, and wallet accounts with read-only syncing; users can also import via CSV or add manual transactions. features (workflow overlap ~80%).

Free tiers remain available through Delta by eToro, Sharesight, Marketlog, Snowball Analytics, TipRanks, Wealthfolio, TradingView, ProjectionLab, Dune, Koyfin, Portseido, Digrin, Investing.com, Ghostfolio, Finatic, and PortfoliosLab for side-by-side testing.

Round out your stack with new coverage areas like Watchlist, Alerts, Calendar, and News.

Coverage Snapshot

Where alternatives already align

Most shared categories across the top matches.

Portfolio×19Capital Gains Estimator×5Downloadable Tax Reports×2On-chain Analytics×2Wallet / Address Monitoring×2

New angles introduced

Categories the alternatives add beyond rotki.

Data Visualizations+12Alerts+10Broker Connectors+10Watchlist+10APIs & Data Feeds+9Dividends+9News+9Risk Metrics+9

Access & Pricing

Free options

16/20

16 of 20 alternatives keep a free tier for trials.

Mobile ready

14/20

14 matches support mobile alongside rotki.

API availability

8/20

8 of the shortlisted tools expose API endpoints for automation-heavy workflows.

Quality checks

6 starred / 6 tested

6 tools are flagged as analyst picks; 6 have been hands-on tested.

Avg. coverage overlap

31%

Average percentage of categories shared with the base tool.

Frequently Asked Questions

What are the best alternatives to rotki?

rotki users most often consider Delta by eToro, Sharesight, and Quicken (Simplifi & Classic) as their go-to alternatives.

Which alternatives keep a free tier?

Delta by eToro, Sharesight, Marketlog, Snowball Analytics, TipRanks, Wealthfolio, TradingView, ProjectionLab, Dune, Koyfin, Portseido, Digrin, Investing.com, Ghostfolio, Finatic, and PortfoliosLab offer a free plan or trial option, making them easy to test before committing to a paid subscription.

Which workflows do the top rotki alternatives cover?

Expect deep coverage across Capital Gains Estimator, Downloadable Tax Reports, On-chain Analytics, Portfolio, and Wallet / Address Monitoring, so you can port most rotki workflows without much friction.

Keep Exploring

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Short InterestDaily tracker for heavily shorted stocks and short squeeze candidates.

Stock RankingsBacktested ranking systems for quality, value, momentum, and more.

Investing BooksBooks behind value investing, quality investing, moats, and market behavior.

Live AnalyticsSee what users are clicking, searching, and voting for across the site.

Research ToolsFind screeners, data platforms, portfolio trackers, and research tools.

Feedback

Missing an alternative, or is a listing out of date? Tell me and I will look.

Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.