★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: rotki checked July 18, 2026
Tool Comparison
Portseido vs rotki
Pick Portseido if
Portseido
Free • From $8/yr · Web · Mobile
- Delayed quotes won't cut it; you need real-time data
- You care about data visualizations, performance attribution, and risk metrics, 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 care about on-chain analytics, wallet / address monitoring, and downloadable tax reports, things Portseido 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
Portseido simply does more: 11 categories to rotki's 5, including data visualizations, performance attribution, and risk metrics. 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
Portseido
Vote once to reveal the community verdict.
rotki
Vote once to reveal the community verdict.
Key differences at a glance
- Real-time data
- Portseido
- Free trial
- Portseido14 days
- Broader coverage
- Portseido11 vs 5 categories
- Desktop app
- rotki
- Beginner friendly
- Portseido
- 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/yr | Free • Paid plans available |
Free tier | Yes | Yes |
Free trial | 14 days | — |
Plan limits | 8 limits: Free: transactions: 50, Free: portfolios: 1 +6 more | — |
| Platforms & access | ||
Web app | Yes | No |
Desktop app | No | Yes |
Mobile app | Yes | Yes |
API access | No | No |
Broker sync | No | No |
Integrations | Google Sheets, Broker statement uploads +17 more | Centralized exchanges, EVM networks +4 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +2 more | Retail Traders, Pro Retail +1 more |
Categories covered | 11 | 5 |
Regions | North America, Europe, APAC, LatAm, Middle East | — |
| Data & capabilities | ||
Data quality | 6 signals: Latency: Real-time and End of Day, Granularity: EOD +4 more | — |
Capabilities | 5 signals: Performance attribution, Portfolio attribution +3 more | DEX data and Wallet tracking |
Security | Encryption at rest | — |
| Try it | Visit Portseido | Visit rotki |
Where each one shines
What Portseido and rotki each do best.ShowHide
Where each one shines
What Portseido and rotki each do best.What Portseido does best
- Tracking stocks, ETFs, crypto, mutual funds, and custom assets across web, iOS, and Android, with public coverage claims spanning 70+ exchanges and investors in 160+ countries.
- Metrics for portfolio performance with money-weighted return, time-weighted return, simple return, beta, drawdown, Sharpe ratio, max drawdown duration, and benchmark comparisons.
- Analysis of allocation by business, industry, sector, country, region, asset class, and filtered multi-portfolio views.
- Automation for dividend tracking with dividend schedules, upcoming and estimated dividend views, cash dividend transactions, and user-defined withholding-tax rates.
- Views for reviewing open, closed, and partially open lots with realized and unrealized gains, annualized return versus benchmark, and FIFO, LIFO, or weighted-average cost basis.
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 Portseido and rotki, side by side.ShowHide
Every detail we compared
Every tracked attribute for Portseido and rotki, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsCryptosMutual FundsReal EstateOther | CryptosCurrenciesOther |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Target audience | Retail TradersPro RetailLong-term InvestorsDividend Investors | Retail TradersPro RetailQuants/Developers |
Regions | North AmericaEuropeAPACLatAmMiddle East | Not specified |
Coverage details | 31 countriesIdentifiers: Ticker | Not specified |
| Data | ||
Data freshness | Real-timeEnd of Day | Not specified |
Data granularity | EOD | Not specified |
Pricing sources | VendorManual | Not specified |
| Access & integrations | ||
Import methods | CSVManual | CSVManual |
Integrations | Google SheetsBroker statement uploadsDEGIROTrading 212TD AmeritradeCharles SchwabFidelityInteractive Brokers+11 more | Centralized exchangesEVM networksBitcoin accountsGnosis PayMoneriumDocker |
Export formats | Not specified | CSV |
| Plans & trust | ||
Security & compliance | Encryption at rest | Not specified |
Capability signals | Performance attributionPortfolio attributionTax lotsMulti-currencyCost basis: FIFO and LIFO | DEX dataWallet tracking |
Vendor & support | Portseido Co., Ltd.Country: ThailandFounded 2021Support: Email | Rotki Solutions GmbHCountry: DESupport: Email and Forum |
Curation ratings | Methodology 3/5Reliability 4/5UX 4/5 | Not specified |
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 | Freetransactions: 50 · portfolios: 1 | Free“Free local tier” |
| Entry paid plan | $8/yr≈ $8/mo“Plus”transactions: 200 · portfolios: 1 · +1 more | Subscription“Premium” |
| Top plan | $12/yr≈ $12/mo“Pro”transactions: Unlimited · portfolios: Multiple · +1 more | — |
| Free trial | 14 days | — |
Questions we keep getting
What's the difference between Portseido and rotki?
Portseido leans toward portfolio, data visualizations, and performance attribution, 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 Portseido and rotki cost?
Good news: both Portseido 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: Portseido or rotki?
Portseido is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Should I choose Portseido or rotki?
It depends on what you're after. Pick Portseido if data visualizations and performance attribution 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 Portseido and rotki cover?
Both cover cryptos and other. Portseido also handles stocks, ETFs, and mutual funds. rotki adds currencies on top.
Does Portseido or rotki have real-time data?
Portseido offers real-time data, which matters if you trade actively. rotki runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Can I export data from Portseido and rotki?
rotki exports to CSV. Portseido is stingier about getting data out.
Can I track my portfolio with Portseido 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.