Free Alternatives to rotki

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Free replacement verdicts

Free Alternatives to rotki

Zero-cost replacements grouped by fit, tradeoffs, pricing friction, and platform access. Use this list to test rotki before paying for another subscription.

Switching from rotki doesn't have to cost a thing. We've curated 20 free-tier alternatives that cover similar workflows, from Portfolio to Capital Gains Estimator and beyond. Each pick below is framed by fit, caveats, and access friction so you can trial replacements without opening your wallet.

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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+.

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TipRanks

Best audience fit

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

TipRanks best matches the base workflow on portfolio tracking, portfolio analytics, and API and market data.
TipRanks keeps the replacement test in the same free-access lane. Free access caveat: signup required and Free/Basic MCP OAuth quota is 10 tool calls per month..

Watch for: Best tools are paid: Premium and Ultimate gate Smart Portfolio, Smart Score, expert/insider/hedge-fund tools, exports, and higher MCP quotas.

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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.

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Marketlog

Strong runner-up

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

Marketlog best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
Marketlog keeps the replacement test in the same free-access lane. Free access caveat: signup required and Free supports unlimited portfolios, holdings, and transactions with manual tracking and 5 years of price history..

Watch for: Not a broker or adviser: Marketlog tracks and analyzes portfolios but does not execute trades, provide fiduciary advice, or act as an exchange.

Track portfolios with Marketlog

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Detailed Alternatives

Delta by eToro

Closest replacementWorkflow overlap 80%

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..

Shared coverage

PortfolioOn-chain AnalyticsWallet / Address MonitoringCapital Gains Estimator

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Sharesight

Best free-tier fitWorkflow overlap 60%

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..

Shared coverage

PortfolioDownloadable Tax ReportsCapital Gains Estimator

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Marketlog

Best free-tier fitWorkflow overlap 20%

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..

Shared coverage

Portfolio

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Snowball Analytics

Best free-tier fitWorkflow overlap 20%

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..

Shared coverage

Portfolio

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TipRanks

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 20%

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..

Shared coverage

Portfolio

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Wealthfolio

Best free-tier fitWorkflow overlap 20%

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..

Shared coverage

Portfolio

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TradingView

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 20%

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..

Shared coverage

Portfolio

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ProjectionLab

Best free-tier fitWorkflow overlap 40%

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..

Shared coverage

PortfolioCapital Gains Estimator

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Dune

Best free-tier fitWorkflow overlap 40%

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..

Shared coverage

On-chain AnalyticsWallet / Address Monitoring

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Koyfin

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 20%

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..

Shared coverage

Portfolio

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Portseido

Best free-tier fitWorkflow overlap 20%

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..

Shared coverage

Portfolio

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Digrin

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 40%

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..

Shared coverage

PortfolioCapital Gains Estimator

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Investing.com

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 20%

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..

Shared coverage

Portfolio

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Ghostfolio

Best free-tier fitWorkflow overlap 33%

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..

Shared coverage

Portfolio

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Finatic

Best free-tier fitWorkflow overlap 20%

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..

Shared coverage

Portfolio

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PortfoliosLab

Best free-tier fitWorkflow overlap 20%

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..

Shared coverage

Portfolio

Analyze portfolios on PortfoliosLab View details Compare

Portfolio Performance

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 20%

Bottom line: Cost-sensitive investors looking for 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 Web access, missing Currencies coverage, and missing On-chain Analytics, Wallet / Address Monitoring, and Downloadable Tax Reports workflows.
Avoid as a full replacement if you rely on API and market data.
Desktop-first workflow: The core product 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..

Shared coverage

Portfolio

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GuruFocus

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 20%

Bottom line: Value investors looking for long historical fundamentals, GF Score, GF Value, and guru/institutional holdings.

Replacement: Partial replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Web and Mobile
Assets: Other
Experience: Intermediate and Advanced
Plans: Free, Subscription, and Other

Why switch

GuruFocus best matches the base workflow on portfolio tracking and API and market data.
GuruFocus matches the base audience on Retail Traders, Pro Retail, and Quants/Developers.
You gain Stock Ideas, Screeners, ETF Screeners, and Top Analysts.

Watch out

Major switch gaps: missing Desktop access, missing Cryptos and Currencies coverage, and missing On-chain Analytics, Wallet / Address Monitoring, and Downloadable Tax Reports workflows.
Avoid as a full replacement if you rely on portfolio analytics and long-term portfolio tracking.
Paid access is region and tier dependent: Annual paid memberships, region add-ons, API plans, and pay-as-you-go API credits.
Free-plan limits: Signup required, A free account has limited access., and Free members have limited portfolio capacity..

Shared coverage

Portfolio

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getquin

Best free-tier fitWorkflow overlap 20%

Bottom line: European retail investors looking for a social, mobile-friendly portfolio and net-worth tracker.

Replacement: Partial replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Web and Mobile
Assets: Cryptos and Other
Experience: Intermediate
Plans: Free and Subscription

Why switch

getquin best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
getquin matches the base audience on Retail Traders, Intermediate, and retail investors.
You gain Watchlist, Institutional Ownership, Stock Ideas, and Market Sentiment.

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 market monitoring instead of mirroring the current workflow.
Premium entitlements are not fully public: Getquin premium is available via in-app purchases, but exact feature gating is not fully documented publicly.
Free-plan limits: Signup required, Core portfolio tracking is free to download/use., and Premium pricing varies by app store and region..

Shared coverage

Portfolio

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Tickeron

Best free-tier fitWorkflow overlap 20%

Bottom line: Active traders comparing algorithmic signals, chart-pattern scans, paper trading, and AI Robots across stocks, ETFs, crypto, currencies, and mutual funds.

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 and Subscription

Why switch

Tickeron best matches the base workflow on portfolio tracking and API and market data.
Tickeron matches the base audience on Retail Traders, Pro Retail, and Intermediate.
You gain Screeners, Stock Ideas, Stock Comparison, and Auto-Trading & Bots.

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 portfolio analytics and long-term portfolio tracking.
Complex pricing surface: Tickeron sells memberships, robots, signal tools, and credits separately. The pricing page also contains temporary sale language, so users should check the selected checkout bundle.
Free-plan limits: Signup required, Credit card required, and Tickeron offers a $0 Member account..

Shared coverage

Portfolio

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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%).

Every pick keeps a free tier; start with Delta by eToro, Sharesight, and Marketlog to road-test rotki workflows without paying up front.

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×4On-chain Analytics×2Wallet / Address Monitoring×2Downloadable Tax Reports×1

New angles introduced

Categories the alternatives add beyond rotki.

Data Visualizations+14Alerts+12Watchlist+12Broker Connectors+10Calendar+10Dividends+10News+9Risk Metrics+9

Free Access & Pricing

Free options

All 20

20 vetted picks keep a permanent free tier so you can validate workflows before upgrading.

Mobile ready

15/20

15 matches support mobile alongside rotki.

API availability

8/20

8 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

29%

Average percentage of categories shared with the base tool.

Free Alternatives FAQ

What are the best free alternatives to rotki?

Start with Delta by eToro, Sharesight, and Marketlog to replicate rotki workflows without paying for a subscription.

Do these picks stay permanently free?

Yes. Each platform listed keeps a standing free tier with no credit card required -- though export limits or seat caps may apply if you scale usage.

Which rotki workflows stay covered on the free plan?

Expect solid overlap across Portfolio, On-chain Analytics, Wallet / Address Monitoring, Capital Gains Estimator, and Downloadable Tax Reports, so core rotki workflows can move over without a paid upgrade.

What extra coverage do the free alternatives add?

Watchlist, Alerts, Calendar, News, Data Visualizations, Risk Metrics, ETF Analysis, Fund Analysis, Insider Data, DEX / DeFi, Broker Connectors, AI Research, Performance Attribution, Dividend Tax / ADR Withholding, Dividends, Compounding Calculator, Wealth Management, Advisor Operations, APIs & Data Feeds, Institutional Ownership, Monte Carlo, Splits, IPO, Macro Data, Financials, Options, Blogs, Backtesting, Scores, Stock Ideas, Top Analysts, Screeners, ETF Screeners, US Government Trades, Stock Comparison, ETF Comparison, Bulls Say Bear Say, Analyst Forecasts, Analyst Ratings & Price Targets, AI Chat, News Sentiment, Corporate Actions & Special Situations, Guidance / Pre-announcements, Options P&L, Retirement Calculator, Education, Custom Dashboards, Quant, Correlation, Yield Curves, Paper Trading, Webhooks, Order Book / Level II, Videos, Scenario & Stress Tests, NFT Markets, Transcripts, Short Interest, Tax Lots / Lot Optimization, Market Sentiment, CDS Spreads, Valuation Models, Improved Filings, Forums, Auto-Trading & Bots, Advanced Order Types, Factor Exposure, Credit Ratings & Outlooks, Flags, Sheets / Excel Add-ins, Newsletters, Stock Handbook, Copy/Social Trading, and Courses & Certs show up most often as bonus coverage beyond the base platform, giving you room to experiment before upgrading.

Where might I still rely on rotki?

Downloadable Tax Reports, On-chain Analytics, Wallet / Address Monitoring, Capital Gains Estimator, and Portfolio remain strengths for rotki. Keep it handy for those tasks or plan for a paid upgrade if they matter.

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.

Information

About Me

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.

Find me here:

Twitter / X: @Jera_Value
Website: Jera Value

Got questions or suggestions? I'm all ears!

Missing a Tool?

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!

Got ideas for new features?

Suggest on X

Prefer email? Reach me at support@findmymoat.com

Starred Tools

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.