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.
Disclosure: outbound links may include affiliate or sponsor links
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+.
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.
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.
Bottom line: Retail investors looking for one mobile-first tracker for stocks, ETFs, crypto, funds, forex, commodities, and wallets.
Replacement
Drop-in replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web, Desktop, and Mobile
Assets
Cryptos, Currencies, and Other
Experience
Intermediate and Advanced
Plans
Free and Subscription
Why switch
Delta by eToro best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
Delta by eToro matches the base audience on Retail Traders, Pro Retail, and Intermediate.
You gain Watchlist, Alerts, Calendar, and News.
Watch out
Minor switch gaps: missing Downloadable Tax Reports workflows and less aligned with Quants/Developers.
Useful when you want to add dividend analysis, portfolio alerts, and market monitoring instead of mirroring the current workflow.
Free tier is asset-capped: Basic supports up to 10 tracked assets. Larger portfolios need PRO or PRO+.
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..
Bottom line: DIY investors needing global portfolio performance, dividend, currency, and tax reporting across brokers.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web and Mobile
Assets
Cryptos and Other
Experience
Intermediate and Advanced
Plans
Free and Subscription
Why switch
Sharesight best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
Sharesight matches the base audience on Retail Traders, Pro Retail, and Intermediate.
You gain Risk Metrics, Performance Attribution, Dividend Tax / ADR Withholding, and Dividends.
Watch out
Material switch gaps: missing Desktop access, missing Currencies coverage, and missing On-chain Analytics and Wallet / Address Monitoring workflows.
Useful when you want to add dividend analysis, advisor client reporting, and portfolio alerts instead of mirroring the current workflow.
Free plan is capped at 10 holdings: The free tier is limited to one portfolio, 10 holdings, and one custom group.
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..
Bottom line: U.S. and Canadian households that want investment tracking inside a broader personal-finance and budgeting system.
Replacement
Partial replacement
Pricing fit
Similar price tier
Free tier
No
Platforms
Web, Desktop, and Mobile
Assets
Cryptos
Experience
Intermediate
Plans
Subscription
Why switch
Quicken (Simplifi & Classic) best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
Quicken (Simplifi & Classic) matches the base audience on Retail Traders, Intermediate, and retail investors.
You gain Watchlist, Tax Lots / Lot Optimization, News, and Alerts.
Watch out
Major switch gaps: missing Currencies and Other coverage, missing On-chain Analytics and Wallet / Address Monitoring workflows, and less aligned with Pro Retail, Quants/Developers, and Advanced.
Useful when you want to add portfolio alerts, market monitoring, and fundamental research instead of mirroring the current workflow.
Region-limited product fit: Quicken is designed for the U.S. and Canada, not international investors by default.
Free-plan limits: Signup required, Credit card required, and Plans are paid annual subscriptions..
Bottom line: Retail investors who need manual or broker-connected portfolio tracking, dividends, goals, forecasts, benchmarks, and sharing.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web and Mobile
Assets
Cryptos, Currencies, and Other
Experience
Intermediate and Advanced
Plans
Free and Subscription
Why switch
Marketlog best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
Marketlog matches the base audience on Retail Traders, Pro Retail, and Intermediate.
You gain Watchlist, Institutional Ownership, Data Visualizations, and Risk Metrics.
Watch out
Material switch gaps: missing Desktop access, missing On-chain Analytics, Wallet / Address Monitoring, and Downloadable Tax Reports workflows, and less aligned with Quants/Developers.
Useful when you want to add dividend analysis, portfolio alerts, and broker-connected trading instead of mirroring the current workflow.
Not a broker or adviser: Marketlog tracks and analyzes portfolios but does not execute trades, provide fiduciary advice, or act as an exchange.
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..
Bottom line: Investors tracking several asset types, currencies, or brokerage accounts in one portfolio record.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web and Mobile
Assets
Cryptos, Currencies, and Other
Experience
Intermediate and Advanced
Plans
Free and Subscription
Why switch
Snowball Analytics best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
Snowball Analytics matches the base audience on Retail Traders, Pro Retail, and Intermediate.
You gain Watchlist, Backtesting, Dividends, and Dividend Tax / ADR Withholding.
Watch out
Material switch gaps: missing Desktop access, missing On-chain Analytics, Wallet / Address Monitoring, and Downloadable Tax Reports workflows, and less aligned with Quants/Developers.
Useful when you want to add dividend analysis, portfolio alerts, and strategy backtesting instead of mirroring the current workflow.
Free plan is intentionally limited: Free access is capped at one portfolio, 10 holdings, one custom asset, one watchlist, and shorter history.
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..
Bottom line: Active investors who need global multi-asset access, advanced orders, APIs, and volume-based commissions.
Replacement
Partial replacement
Pricing fit
Similar price tier
Free tier
No
Platforms
Web, Desktop, and Mobile
Assets
Cryptos, Currencies, and Other
Experience
Intermediate and Advanced
Plans
Free and Subscription
Why switch
Interactive Brokers (IBKR) best matches the base workflow on portfolio tracking, portfolio analytics, and API and market data.
Interactive Brokers (IBKR) matches the base audience on Retail Traders, Pro Retail, and Quants/Developers.
You gain Brokerage, Advanced Order Types, Smart/Direct Routing, and Paper Trading.
Watch out
Major switch gaps: missing On-chain Analytics, Wallet / Address Monitoring, and Downloadable Tax Reports workflows, does not clearly cover long-term portfolio tracking, and no permanent free tier found.
Avoid as a full replacement if you rely on long-term portfolio tracking.
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.
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..
Bottom line: Retail investors looking for analyst consensus, expert rankings, Smart Score, news sentiment, and stock ideas.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web and Mobile
Assets
Cryptos and Currencies
Experience
Intermediate and Advanced
Plans
Free, Subscription, and Other
Why switch
TipRanks best matches the base workflow on portfolio tracking, portfolio analytics, and API and market data.
TipRanks matches the base audience on Retail Traders, Pro Retail, and Quants/Developers.
You gain Stock Ideas, Top Analysts, Screeners, and ETF Screeners.
Watch out
Major switch gaps: missing Desktop access, missing Other coverage, and missing On-chain Analytics, Wallet / Address Monitoring, and Downloadable Tax Reports workflows.
Avoid as a full replacement if you rely on long-term portfolio tracking.
Best tools are paid: Premium and Ultimate gate Smart Portfolio, Smart Score, expert/insider/hedge-fund tools, exports, and higher MCP quotas.
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..
Bottom line: Privacy-conscious long-term investors looking for portfolio, net-worth, spending, and retirement-planning workflows in a local database they control.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web, Desktop, and Mobile
Assets
Cryptos, Currencies, and Other
Experience
Intermediate and Advanced
Plans
Free and Subscription
Why switch
Wealthfolio best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
Wealthfolio matches the base audience on Retail Traders, Pro Retail, and Intermediate.
You gain Data Visualizations, Performance Attribution, Risk Metrics, and Monte Carlo.
Watch out
Major switch gaps: missing On-chain Analytics, Wallet / Address Monitoring, and Downloadable Tax Reports workflows, does not clearly cover API and market data, and less aligned with Quants/Developers and quants and developers.
Avoid as a full replacement if you rely on API and market data.
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.
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..
Bottom line: Traders and investors looking for charting, alerts, screeners, and market coverage across many asset classes.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web, Desktop, and Mobile
Assets
Cryptos and Currencies
Experience
Intermediate and Advanced
Plans
Free, Subscription, and Other
Why switch
TradingView best matches the base workflow on portfolio tracking and API and market data.
TradingView matches the base audience on Retail Traders, Pro Retail, and Quants/Developers.
You gain Data Visualizations, Quant, Screeners, and ETF Screeners.
Watch out
Major switch gaps: missing Other coverage, missing On-chain Analytics, Wallet / Address Monitoring, and Downloadable Tax Reports workflows, and does not clearly cover portfolio analytics and long-term portfolio tracking.
Avoid as a full replacement if you rely on portfolio analytics and long-term portfolio tracking.
Real-time market data can require add-ons: Optional real-time quote subscriptions and exchange-specific data fees.
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..
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.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Other
Experience
Intermediate and Advanced
Plans
Free and Subscription
Why switch
ProjectionLab best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
ProjectionLab matches the base audience on Retail Traders, Intermediate, and Advanced.
You gain Retirement Calculator, Monte Carlo, Backtesting, and Scenario & Stress Tests.
Watch out
Major switch gaps: missing Desktop and Mobile access, missing Cryptos and Currencies coverage, and missing On-chain Analytics, Wallet / Address Monitoring, and Downloadable Tax Reports workflows.
Useful when you want to add strategy backtesting, charting and technical analysis, and options and trading workflows instead of mirroring the current workflow.
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.
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..
Bottom line: Crypto analysts and teams that need SQL-based onchain dashboards, decoded data, APIs, alerts, webhooks, uploads, and agent workflows.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Cryptos
Experience
Intermediate and Advanced
Plans
Free, Subscription, and Other
Why switch
Dune best matches the base workflow on portfolio tracking and API and market data.
Dune matches the base audience on Retail Traders, Pro Retail, and Quants/Developers.
You gain DEX / DeFi, NFT Markets, Data Visualizations, and Custom Dashboards.
Watch out
Major switch gaps: missing Desktop and Mobile access, missing Currencies and Other coverage, and missing Portfolio, Downloadable Tax Reports, and Capital Gains Estimator workflows.
Avoid as a full replacement if you rely on portfolio analytics and long-term portfolio tracking.
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.
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..
Bottom line: Investors who want dashboards, charts, screeners, portfolios, news, and alerts in a web and mobile workspace.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web and Mobile
Assets
Cryptos and Currencies
Experience
Intermediate and Advanced
Plans
Free, Subscription, and Other
Why switch
Koyfin best matches the base workflow on portfolio tracking, portfolio analytics, and API and market data.
Koyfin matches the base audience on Retail Traders, Pro Retail, and Intermediate.
You gain Screeners, ETF Screeners, Data Visualizations, and Custom Dashboards.
Watch out
Major switch gaps: missing Desktop access, missing Other coverage, and missing On-chain Analytics, Wallet / Address Monitoring, and Downloadable Tax Reports workflows.
Avoid as a full replacement if you rely on long-term portfolio tracking.
No public API: Koyfin does not provide user-facing data access through an API.
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..
Bottom line: Self-directed global investors looking for transaction-based performance, dividends, allocation, benchmarks, and custom assets across web and mobile.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web and Mobile
Assets
Cryptos and Other
Experience
Intermediate and Advanced
Plans
Free and Subscription
Why switch
Portseido best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
Portseido matches the base audience on Retail Traders, Pro Retail, and Intermediate.
You gain Data Visualizations, Performance Attribution, Risk Metrics, and Tax Lots / Lot Optimization.
Watch out
Major switch gaps: missing Desktop access, missing Currencies coverage, and missing On-chain Analytics, Wallet / Address Monitoring, and Downloadable Tax Reports workflows.
Useful when you want to add dividend analysis, portfolio watchlists, and portfolio alerts instead of mirroring the current workflow.
Free and Plus tiers have transaction caps: Free supports a small portfolio and Plus still caps total transactions. Heavier users need Pro.
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..
Bottom line: Dividend investors who need calendars, tax estimates, benchmarks, DRIP handling, stock financials, and broker or CSV imports.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Experience
Intermediate and Advanced
Plans
Free and Subscription
Why switch
Digrin best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
Digrin matches the base audience on Retail Traders, Pro Retail, and Intermediate.
You gain Screeners, Dividends, Splits, and Calendar.
Watch out
Major switch gaps: missing Desktop and Mobile access, missing Cryptos, Currencies, and Other coverage, and missing On-chain Analytics, Wallet / Address Monitoring, and Downloadable Tax Reports workflows.
Useful when you want to add dividend analysis, portfolio alerts, and stock screening instead of mirroring the current workflow.
Broker sync is narrow: Automated broker sync is focused on Trading212 and Interactive Brokers, so other brokers rely on CSV/manual import.
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..
Bottom line: Users looking for one free global market portal for quotes, charts, calendars, news, watchlists, and portfolio tracking.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web and Mobile
Assets
Cryptos, Currencies, and Other
Experience
Intermediate and Advanced
Plans
Free and Subscription
Why switch
Investing.com best matches the base workflow on portfolio tracking and API and market data.
Investing.com matches the base audience on Retail Traders, Pro Retail, and Intermediate.
You gain Stock Ideas, Screeners, Stock Comparison, and Data Visualizations.
Watch out
Major switch gaps: missing Desktop access, missing On-chain Analytics, Wallet / Address Monitoring, and Downloadable Tax Reports workflows, and does not clearly cover portfolio analytics and long-term portfolio tracking.
Avoid as a full replacement if you rely on portfolio analytics and long-term portfolio tracking.
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.
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..
Bottom line: Privacy-conscious users looking for an open-source portfolio and net-worth dashboard they can self-host.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web and Mobile
Assets
Cryptos and Other
Experience
Intermediate and Advanced
Plans
Free and Subscription
Why switch
Ghostfolio best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
Ghostfolio matches the base audience on Retail Traders, Intermediate, and Advanced.
You 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., and 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..
Watch out
Major switch gaps: missing Desktop access, missing Currencies coverage, and missing On-chain Analytics, Wallet / Address Monitoring, and Downloadable Tax Reports workflows.
Useful when you want to add market data API, portfolio watchlists, and charting and technical analysis instead of mirroring the current workflow.
Self-hosting has operational burden: Free use requires running and maintaining your own Ghostfolio instance and data setup.
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..
Bottom line: Spreadsheet users who need financial statements, metrics, dividends, estimates, fund data, options chains, and broker-connected holdings.
Replacement
Partial replacement
Pricing fit
Similar price tier
Free tier
No
Platforms
Web and Desktop
Assets
Cryptos, Currencies, and Other
Experience
Intermediate and Advanced
Plans
Subscription and Other
Why switch
Wisesheets best matches the base workflow on portfolio tracking, portfolio analytics, and API and market data.
Wisesheets matches the base audience on Retail Traders, Pro Retail, and Intermediate.
You gain Sheets / Excel Add-ins, Screeners, Financials, and Dividends.
Watch out
Major switch gaps: missing Mobile access, missing On-chain Analytics, Wallet / Address Monitoring, and Downloadable Tax Reports workflows, and does not clearly cover long-term portfolio tracking.
Avoid as a full replacement if you rely on long-term portfolio tracking.
Spreadsheet dependency: Wisesheets is built around Excel and Google Sheets, so users who want a standalone terminal or native API may find it limiting.
Free-plan limits: Signup required, Trial-only access, and Homepage advertises a free trial with email rather than a permanent free tier..
Bottom line: Fintech developers who need one API for brokerage connections, account data, positions, orders, balances, and user-authorized trade submission.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Cryptos, Currencies, and Other
Experience
Intermediate and Advanced
Plans
Free, Subscription, and Other
Why switch
Finatic best matches the base workflow on portfolio tracking and API and market data.
Finatic matches the base audience on Pro Retail, Quants/Developers, and Intermediate.
You gain Broker Connectors, APIs & Data Feeds, Webhooks, and Auto-Trading & Bots.
Watch out
Major switch gaps: missing Desktop and Mobile access, missing On-chain Analytics, Wallet / Address Monitoring, and Downloadable Tax Reports workflows, and does not clearly cover portfolio analytics and long-term portfolio tracking.
Avoid as a full replacement if you rely on portfolio analytics and long-term portfolio tracking.
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.
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..
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.
Replacement
Partial replacement
Pricing fit
Similar price tier
Free tier
No
Platforms
Web, Desktop, and Mobile
Assets
Cryptos and Other
Experience
Intermediate and Advanced
Plans
Subscription
Why switch
Kubera best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
Kubera matches the base audience on Retail Traders, Pro Retail, and Intermediate.
You gain Broker Connectors, APIs & Data Feeds, Advisor Operations, and Custom Dashboards.
Watch out
Major switch gaps: missing Currencies coverage, missing On-chain Analytics, Wallet / Address Monitoring, and Downloadable Tax Reports workflows, and less aligned with Quants/Developers.
Useful when you want to add advisor client reporting, market data API, and portfolio watchlists instead of mirroring the current workflow.
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.
Free-plan limits: Signup required, Trial-only access, and 14-day full trial before paid subscription..
Bottom line: Long-term investors who want portfolio backtests, risk metrics, correlations, optimization, and screeners in one web service.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Cryptos and Currencies
Experience
Intermediate and Advanced
Plans
Free and Subscription
Why switch
PortfoliosLab best matches the base workflow on portfolio tracking, portfolio analytics, and API and market data.
PortfoliosLab matches the base audience on Retail Traders, Pro Retail, and Quants/Developers.
You gain Watchlist, Backtesting, Correlation, and Risk Metrics.
Watch out
Major switch gaps: missing Desktop and Mobile access, missing Other coverage, and missing On-chain Analytics, Wallet / Address Monitoring, and Downloadable Tax Reports workflows.
Avoid as a full replacement if you rely on long-term portfolio tracking.
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.
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..
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.
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.
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!
These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
Tested Tools
These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
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.