★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: rotki checked July 18, 2026
Tool Comparison
PortfoliosLab vs rotki
Pick PortfoliosLab if
PortfoliosLab
Free • From $8.33/mo · Web · API
- You want an API so you can script or automate things
- You care about watchlist, backtesting, and correlation, things rotki doesn't offer
- You're newer to investing and want something approachable
Pick rotki if
rotki
Free • Paid plans available · Desktop · Mobile
- You do a lot of your research from your phone
- You care about on-chain analytics, wallet / address monitoring, and downloadable tax reports, things PortfoliosLab doesn't offer
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
The bottom line
PortfoliosLab simply does more: 17 categories to rotki's 5, including watchlist, backtesting, and correlation. rotki counters by being completely free. On paper they're closely matched, so let pricing, platform fit, and the details below break the tie.
What readers say
PortfoliosLab
Vote once to reveal the community verdict.
rotki
Vote once to reveal the community verdict.
Key differences at a glance
- Mobile app
- rotki
- Broader coverage
- PortfoliosLab17 vs 5 categories
- Desktop app
- rotki
- API access
- PortfoliosLab
- Beginner friendly
- PortfoliosLab
- Free plan
- Both
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $8.33/mo | Free • Paid plans available |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 23 limits: Free: watchlists: 1, Free: watchlist symbols: 100 +21 more | — |
| Platforms & access | ||
Web app | Yes | No |
Desktop app | No | Yes |
Mobile app | No | Yes |
API access | Yes | No |
Broker sync | No | No |
Integrations | MCP, ChatGPT +1 more | Centralized exchanges, EVM networks +4 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | Retail Traders, Pro Retail +1 more |
Categories covered | 17 | 5 |
Regions | North America, Europe | — |
| Data & capabilities | ||
Data quality | 3 signals: Latency: End of Day, Granularity: EOD +1 more | — |
Capabilities | 6 signals: Factor exposure, VaR/ES +4 more | DEX data and Wallet tracking |
| Try it | Visit PortfoliosLab | Visit rotki |
Where each one shines
What PortfoliosLab and rotki each do best.ShowHide
Where each one shines
What PortfoliosLab and rotki each do best.What PortfoliosLab does best
- Backtest portfolios and single instruments with configurable rebalancing, benchmark comparisons, and longer historical windows on paid plans.
- Analysis of performance, drawdowns, volatility, VaR, CVaR, Sharpe, Sortino, Omega, Calmar, Martin, Treynor, and related risk-adjusted ratios.
- Comparison tools for stocks, ETFs, mutual funds, funds, crypto, and currency instruments across performance, risk, drawdown, and diversification views.
- Correlation, alpha/beta, factor, diversification, and optimization tools including mean-variance, risk parity, HRP, and HERC models.
- Screening for stocks, ETFs, and mutual funds with daily-recalculated filters, then export results where the selected plan allows it.
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.
Every detail we compared
Every tracked attribute for PortfoliosLab and rotki, side by side.ShowHide
Every detail we compared
Every tracked attribute for PortfoliosLab and rotki, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsFundsCryptosCurrencies | CryptosCurrenciesOther |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsLong-term InvestorsIndex/Passive InvestorsQuants/DevelopersAnalystsFinancial Advisors | Retail TradersPro RetailQuants/Developers |
Regions | North AmericaEurope | Not specified |
Coverage details | Countries: US and GBIdentifiers: Ticker | Not specified |
| Data | ||
Data freshness | End of Day | Not specified |
Data granularity | EOD | Not specified |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: NoneDocs | Not specified |
Import methods | ManualCSV | CSVManual |
Integrations | MCPChatGPTClaude | Centralized exchangesEVM networksBitcoin accountsGnosis PayMoneriumDocker |
Export formats | Not specified | CSV |
| Plans & trust | ||
Capability signals | Factor exposureVaR/ESPerformance attributionRebalancingPortfolio factor exposureCorrelation | DEX dataWallet tracking |
Vendor & support | PortfoliosLabSupport: Email | Rotki Solutions GmbHCountry: DESupport: Email and Forum |
Green tags are exclusive to that tool in this comparison.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | Freewatchlists: 1 · watchlist symbols: 100 · +4 more | Free“Free local tier” |
| Entry paid plan | $8.33/mo“Plus”watchlists: 5 · private portfolios: 5 · +3 more | Subscription“Premium” |
| Tier 2 | $20.83/mo“Pro”watchlists: 10 · private portfolios: Unlimited · +3 more | — |
| Top plan | $75/mo“Max”watchlists: 10 · watchlist symbols: 2,000 · +5 more | — |
Questions we keep getting
What's the difference between PortfoliosLab and rotki?
PortfoliosLab leans toward portfolio, watchlist, and backtesting, 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 PortfoliosLab and rotki cost?
Good news: both PortfoliosLab and rotki have free plans, so you can run them side by side and only pay if you hit a wall.
Which is better for beginners: PortfoliosLab or rotki?
PortfoliosLab is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Can I use PortfoliosLab or rotki on my phone?
rotki lists a dedicated mobile app, so it travels better. PortfoliosLab doesn't list a dedicated mobile app; its documented access is web and API.
Does PortfoliosLab or rotki have an API?
PortfoliosLab has an API for programmatic access and custom integrations. rotki doesn't, so you're working through its interface.
Should I choose PortfoliosLab or rotki?
It depends on what you're after. Pick PortfoliosLab if watchlist and backtesting 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 PortfoliosLab and rotki cover?
Both cover cryptos and currencies. PortfoliosLab also handles stocks, ETFs, and mutual funds. rotki adds other on top.
Can I export data from PortfoliosLab and rotki?
rotki exports to CSV. PortfoliosLab is stingier about getting data out.
Which has a better stock screener: PortfoliosLab or rotki?
PortfoliosLab has a stock screener for surfacing ideas; rotki doesn't, and focuses its energy elsewhere.
Can I track my portfolio with PortfoliosLab or rotki?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
Keep researching
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Feedback
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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.