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 who want 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 is positioned for up to 10 tracked assets; larger portfolios need PRO or PRO+.
Best for: Active and advanced investors who need global multi-asset brokerage access, order types, APIs, and low commission schedules.
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 who need 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 who want 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
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, not just mirror the current workflow.
Free tier is asset-capped: Basic is positioned for 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 who need global portfolio performance, dividend, currency, and tax reporting across brokers.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
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, not just mirror 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
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, not just mirror 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 want manual or broker-connected portfolio tracking, dividends, goals, forecasts, benchmarking, and sharing.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
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, not just mirror 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 plan supports 1 portfolio, 12 holdings, 100 transactions, manual tracking, and 5 years pricing data., and App Store lists Plus monthly at $7.99, Plus yearly at $79.99, Pro monthly at $17.99, and Pro yearly at $179.99..
Bottom line: Multi-asset investors who want dividend analytics, broker sync, backtesting, fund look-through, and portfolio dashboards.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
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, not just mirror 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 and advanced investors who need global multi-asset brokerage access, order types, APIs, and low commission schedules.
Replacement
Partial replacement
Pricing fit
Similar price tier
Free tier
No
Platforms
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: Self-directed global investors who want 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
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, not just mirror 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 want a freemium web tracker with dividend calendars, tax estimates, benchmark comparison, DRIP handling, stock financials, and broker/CSV imports.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
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, not just mirror 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: Retail investors who want analyst consensus, expert rankings, Smart Score, news sentiment, and stock ideas.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Mobile
Assets
Cryptos and Currencies
Experience
Intermediate and Advanced
Plans
Free and Subscription
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 5 requests per minute and 50 requests per month..
Bottom line: Users who want 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
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 direct trading execution or a public API; widgets and RSS are the main integration surfaces.
Free-plan limits: Free access is ad-supported and does not include the full InvestingPro research layer., WarrenAI, ProPicks, premium reports, and deeper datasets are plan-gated., and Market-data latency and real-time availability vary by instrument and source..
Bottom line: Traders and investors who want charting, alerts, screeners, and market coverage across many asset classes.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Desktop and Mobile
Assets
Cryptos and Currencies
Experience
Intermediate and Advanced
Plans
Free and Subscription
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: Crypto analysts and teams who need SQL-based onchain dashboards, decoded blockchain data, APIs, alerts, webhooks, data uploads, and AI/MCP workflows.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Assets
Cryptos
Experience
Intermediate and Advanced
Plans
Free and Subscription
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: Privacy-conscious users who want an open-source portfolio and net-worth dashboard they can self-host.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
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, not just mirror 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 Professional data provider access is bundled with Premium via API key..
Bottom line: High-net-worth households, founders, expats, and advisors who need 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
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, not just mirror 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: Cost-sensitive investors who want local-first desktop portfolio accounting, TTWROR/IRR performance, multi-currency support, imports, exports, and rebalancing without sending broker credentials to a SaaS app.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Desktop and Mobile
Assets
Cryptos and Other
Experience
Intermediate and Advanced
Plans
Free and Subscription
Why switch
Portfolio Performance best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
Portfolio Performance matches the base audience on Retail Traders, Intermediate, and Advanced.
You gain Watchlist, Data Visualizations, Performance Attribution, and Risk Metrics.
Watch out
Major switch gaps: missing Currencies coverage, missing On-chain Analytics, Wallet / Address Monitoring, and Downloadable Tax Reports workflows, and does not clearly cover API and market data.
Avoid as a full replacement if you rely on API and market data.
Desktop-first workflow: The core workflow is a desktop application; the mobile app is primarily a companion for viewing the portfolio file.
Free-plan limits: Official desktop site describes Portfolio Performance as open source software for Windows, macOS, and Linux., Mobile companion app is available separately; optional app subscriptions may vary by app store region., and Data is stored locally and can be exported as CSV or JSON..
Bottom line: Long-term investors who want portfolio backtests, risk metrics, correlations, optimization, and screeners in a single low-cost web workflow.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
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 Plus is shown from $8.33/month annually, Pro from $20.83/month annually, and Max from $75/month annually with MCP access..
Bottom line: U.S. investors who want a full-service brokerage with strong trading platforms, research, tax workflows, and broad asset access.
Replacement
Partial replacement
Pricing fit
Similar price tier
Free tier
No
Platforms
Desktop and Mobile
Assets
Cryptos and Currencies
Experience
Intermediate and Advanced
Plans
Free
Why switch
Charles Schwab best matches the base workflow on portfolio tracking, portfolio analytics, and API and market data.
Charles Schwab matches the base audience on Retail Traders, Pro Retail, and Quants/Developers.
You gain Brokerage, Watchlist, Options, and Paper Trading.
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 long-term portfolio tracking.
Avoid as a full replacement if you rely on long-term portfolio tracking.
Advanced products need approval: Options, futures, forex, margin, and crypto access have separate approval, risk, and eligibility requirements.
Free-plan limits: Signup required, Brokerage use requires an approved Schwab account., and Options, futures, forex, margin, and API workflows require separate approval or authorization..
Bottom line: Spreadsheet-first investors who want financial statements, key metrics, dividends, analyst estimates, ETF/fund data, options chains, and broker-connected holdings in Excel or Google Sheets.
Replacement
Partial replacement
Pricing fit
Similar price tier
Free tier
No
Platforms
Desktop
Assets
Cryptos, Currencies, and Other
Experience
Intermediate and Advanced
Plans
Subscription
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 user brokerage connections, account data, positions, orders, balances, and consented trade submission.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Assets
Cryptos, Currencies, and Other
Experience
Intermediate and Advanced
Plans
Free and Subscription
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.
Early-stage public signals: Finatic has active docs, SDKs, pricing, and GitHub repos, but public adoption signals are still thin and the Python SDK is classified as alpha on PyPI.
Free-plan limits: Signup required, Free plan lists up to 5 brokerage connections, 1,000 API calls per month, webhook delivery, Discord access, and standard email support., and Standard is listed at $2 per connected user per month with unlimited connections, unlimited team size, and unlimited API requests..
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 All-in-one 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, Portseido, Digrin, TipRanks, Investing.com, TradingView, Dune, Koyfin, Ghostfolio, Portfolio Performance, PortfoliosLab, and Finatic for side-by-side testing.
Round out your stack with new coverage areas like Watchlist, Alerts, Calendar, and News.
Watchlist+12Alerts+11Data Visualizations+11APIs & Data Feeds+10News+10Broker Connectors+9Calendar+9Dividends+9
Access & Pricing
Free options
15/20
15 of 20 alternatives keep a free tier for trials.
Mobile ready
15/20
15 matches support mobile alongside rotki.
API availability
9/20
9 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
7 starred / 7 tested
7 tools are flagged as analyst picks; 7 have been hands-on tested.
Avg. coverage overlap
30%
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, Portseido, Digrin, TipRanks, Investing.com, TradingView, Dune, Koyfin, Ghostfolio, Portfolio Performance, PortfoliosLab, and Finatic 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.