Tool Comparison
Portfolio Performance vs rotki
- Paid from
- $25/yr, billed annually
- Free plan
- Yes
- Platforms
- Desktop, Mobile
Best if
- You want watchlist, data visualizations, and performance attribution.
- Paid from
- On request
- Free plan
- Yes
- Platforms
- Web, Desktop, Mobile
Best if
- You want on-chain analytics, wallet / address monitoring, and downloadable tax reports.
Pick Portfolio Performance if
Portfolio Performance
Free • From $25/yr, billed annually · Desktop · Mobile
- You want watchlist, data visualizations, and performance attribution.
Pick rotki if
rotki
Free • Contact for pricing · Web · Desktop · Mobile
- You want on-chain analytics, wallet / address monitoring, and downloadable tax reports.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Portfolio Performance includes watchlist and data visualizations, and rotki includes on-chain analytics and wallet / address monitoring. On paper they're closely matched, so let pricing, platform fit, and the details below break the tie.
What readers say
Portfolio Performance
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rotki
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What Portfolio Performance does best
- Tracking portfolios across accounts and securities accounts with purchases, sales, fees, taxes, dividends, transfers, and full transaction history.
- Metrics for performance with True-Time Weighted Rate of Return, Internal Rate of Return, drawdown, volatility, semivariance, charts, heat maps, and other risk/performance views.
- Taxonomies and allocation charts to classify holdings by asset class, region, sector, strategy, or any custom structure.
- The rebalancing view to compare target and actual allocations and calculate portfolio deltas.
- Update historical prices through built-in providers, Yahoo Finance, JSON, CSV, and other quote sources, with ECB FX rates for foreign-currency accounts.
What rotki does best
- Local encrypted storage for portfolio, exchange, wallet, DeFi, and accounting data.
- Read-only exchange API connections, blockchain accounts, RPC endpoints, and CSV imports.
- Readable transaction decoding, history events, asset and liability views, and net-worth tracking.
- Configurable profit-and-loss accounting and tax-report exports for supported activity.
- Free AGPLv3 desktop application with optional Premium limits, analytics, encrypted sync, and data enrichment.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $25/yr, billed annually | Free • Contact for pricing |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | Mobile App (Core): editing: Not supported (read-only as stated on app site) | 21 limits: Starter: recent events: 1,000, Supporter (Monthly): recent events: 3,000 +19 more |
| Platforms & access | ||
Web app | No | Yes |
Desktop app | Yes | Yes |
Mobile app | Yes | Yes |
API access | No | No |
Broker sync | No | No |
Integrations | Interactive Brokers (Activity Flex Query import), Google Drive (file sync via OS) +2 more | Centralized exchanges, EVM networks +4 more |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Intermediate, Advanced |
Best for | Retail Traders | Retail Traders, Pro Retail +1 more |
Categories covered | 5 | 5 |
Regions | — | — |
| Data & capabilities | ||
Data quality | 3 signals: Latency: End of Day, Granularity: EOD +1 more | — |
Capabilities | 4 signals: Portfolio attribution, Rebalancing +2 more | DEX data and Wallet tracking |
Security | Encryption at rest | — |
| Try it | Visit Portfolio Performance | Visit rotki |
Standout features
The best features of Portfolio Performance and rotki.ShowHide
Standout features
What Portfolio Performance does best
- Tracking portfolios across accounts and securities accounts with purchases, sales, fees, taxes, dividends, transfers, and full transaction history.
- Metrics for performance with True-Time Weighted Rate of Return, Internal Rate of Return, drawdown, volatility, semivariance, charts, heat maps, and other risk/performance views.
- Taxonomies and allocation charts to classify holdings by asset class, region, sector, strategy, or any custom structure.
- The rebalancing view to compare target and actual allocations and calculate portfolio deltas.
- Update historical prices through built-in providers, Yahoo Finance, JSON, CSV, and other quote sources, with ECB FX rates for foreign-currency accounts.
What rotki does best
- Local encrypted storage for portfolio, exchange, wallet, DeFi, and accounting data.
- Read-only exchange API connections, blockchain accounts, RPC endpoints, and CSV imports.
- Readable transaction decoding, history events, asset and liability views, and net-worth tracking.
- Configurable profit-and-loss accounting and tax-report exports for supported activity.
- Free AGPLv3 desktop application with optional Premium limits, analytics, encrypted sync, and data enrichment.
All details
Every attribute we track for Portfolio Performance and rotki.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsBondsCryptosCommoditiesOther | CryptosCurrenciesOther |
Experience | IntermediateAdvanced | IntermediateAdvanced |
Target audience | Retail Traders | Retail TradersPro RetailQuants/Developers |
Coverage details | Identifiers: Ticker and ISIN | Not specified |
| Data | ||
Data freshness | End of Day | Not specified |
Data granularity | EOD | Not specified |
| Access & integrations | ||
Import methods | CSVManual | CSVManual |
Integrations | Interactive Brokers (Activity Flex Query import)Google Drive (file sync via OS)OneDrive (file sync via OS)iCloud (file sync via OS) | Centralized exchangesEVM networksBitcoin accountsGnosis PayMoneriumDocker |
Export formats | CSVJSONXML | CSV |
| Plans & trust | ||
Security & compliance | Encryption at rest | Not specified |
Capability signals | Portfolio attributionRebalancingMulti-currencyCost basis: FIFO | DEX dataWallet tracking |
Vendor & support | Andreas BuchenCountry: GermanyFounded 2012Support: Email and Forum | Rotki Solutions GmbHCountry: DESupport: Email and Forum |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Free“Desktop (Open Source)” | Free“Starter”recent events: 1,000 |
| Entry paid plan | $25/yrBilled annually≈ $2.08/mo“Premium (Mobile Annual)” | €9/moBilled monthly“Supporter (Monthly)”recent events: 3,000 · devices: 1 |
| Tier 2 | $3/moBilled monthly“Premium (Mobile Monthly)” | €90/yrBilled annually“Supporter (Annual)”recent events: 3,000 · devices: 1 |
| Tier 3 | — | €25/moBilled monthly“Basic (Monthly)”recent events: 30,000 · devices: 2 · +2 more |
| Tier 4 | — | €250/yrBilled annually“Basic (Annual)”recent events: 30,000 · devices: 2 · +2 more |
| Tier 5 | — | €45/moBilled monthly“Advanced (Monthly)”recent events: 100,000 · devices: 4 · +2 more |
| Top plan | — | €450/yrBilled annually“Advanced (Annual)”recent events: 100,000 · devices: 4 · +2 more |
| Custom / enterprise | — | Contact sales“Custom” |
Questions we keep getting
What's the difference between Portfolio Performance and rotki?
Portfolio Performance leans toward portfolio, watchlist, and data visualizations, while rotki puts more weight on portfolio, on-chain analytics, and wallet / address monitoring. They overlap in 1 categories, so for most people it comes down to workflow preference and price.
How much do Portfolio Performance and rotki cost?
Good news: both Portfolio Performance and rotki have free plans, so you can run them side by side and only pay if you hit a wall.
Should I choose Portfolio Performance or rotki?
It depends on what you're after. Pick Portfolio Performance if watchlist and data visualizations matter to you; go with rotki if you'd rather have on-chain analytics and wallet / address monitoring. And if you only need the basics both share, let price decide.
What asset classes do Portfolio Performance and rotki cover?
Both cover cryptos and other. Portfolio Performance also handles stocks, ETFs, and mutual funds. rotki adds currencies on top.
Can I export data from Portfolio Performance and rotki?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can I track my portfolio with Portfolio Performance or rotki?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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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.