Tool Comparison
rotki vs Wealthfolio
- 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.
- Paid from
- $2.99/mo, billed monthly
- Free plan
- Yes
- Platforms
- Desktop, Mobile, Web
Best if
- You want data visualizations, performance attribution, and risk metrics.
- You're newer to investing and want something approachable
- You're a long-term investor who cares more about fundamentals than headlines
Pick rotki if
rotki
Free • Contact for pricing · Web · Desktop · Mobile
- You want on-chain analytics, wallet / address monitoring, and downloadable tax reports.
Pick Wealthfolio if
Wealthfolio
Free • From $2.99/mo, billed monthly · Desktop · Mobile · Web
- You want data visualizations, performance attribution, and risk metrics.
- You're newer to investing and want something approachable
- You're a long-term investor who cares more about fundamentals than headlines
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Wealthfolio simply does more: 8 categories to rotki's 5, including data visualizations, performance attribution, and risk metrics. rotki counters by keeping things simpler. On paper they're closely matched, so let pricing, platform fit, and the details below break the tie.
What readers say
rotki
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Wealthfolio
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Key differences at a glance
- Asset coverage
- WealthfolioAdds stocks and ETFs
- Broader coverage
- Wealthfolio8 vs 5 categories
- Broker sync
- Wealthfolio
- Beginner friendly
- Wealthfolio
- Free plan
- Both
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.
What Wealthfolio does best
- Track investments across accounts with holdings, activities, income, allocation, benchmarks, true time-weighted returns, money-weighted returns, and multi-currency support.
- Keep net-worth assets and liabilities, spending, budgets, savings goals, contribution limits, and portfolio planning in the same local-first application.
- Model retirement and FIRE goals with year-by-year projections, Monte Carlo simulations, stress tests, and sensitivity analysis.
- Run the AGPL-3.0 application on macOS, Windows, Linux, or native iOS, or deploy the web edition on infrastructure you control with Docker.
- Use manual entry and CSV import for free without a Wealthfolio account or subscription.
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 • Contact for pricing | Free • From $2.99/mo, billed monthly |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 21 limits: Starter: recent events: 1,000, Supporter (Monthly): recent events: 3,000 +19 more | 9 limits: Core app: broker sync: Not included, Core app: device sync: Not included +7 more |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | Yes | Yes |
Mobile app | Yes | Yes |
API access | No | No |
Broker sync | No | Yes |
Integrations | Centralized exchanges, EVM networks +4 more | SnapTrade and Docker |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +1 more | Retail Traders, Pro Retail +3 more |
Categories covered | 5 | 8 |
Regions | — | — |
| Data & capabilities | ||
Data quality | — | Pricing: Vendor and Manual and Multi-currency |
Data partners | — | SnapTrade |
Capabilities | DEX data and Wallet tracking | 7 signals: Performance attribution, Monte Carlo +5 more |
| Try it | Visit rotki | Visit Wealthfolio |
Standout features
The best features of rotki and Wealthfolio.ShowHide
Standout features
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.
What Wealthfolio does best
- Track investments across accounts with holdings, activities, income, allocation, benchmarks, true time-weighted returns, money-weighted returns, and multi-currency support.
- Keep net-worth assets and liabilities, spending, budgets, savings goals, contribution limits, and portfolio planning in the same local-first application.
- Model retirement and FIRE goals with year-by-year projections, Monte Carlo simulations, stress tests, and sensitivity analysis.
- Run the AGPL-3.0 application on macOS, Windows, Linux, or native iOS, or deploy the web edition on infrastructure you control with Docker.
- Use manual entry and CSV import for free without a Wealthfolio account or subscription.
All details
Every attribute we track for rotki and Wealthfolio.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | CryptosCurrenciesOther | StocksETFsMutual FundsBondsCurrenciesCryptosReal EstateOther |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailQuants/Developers | Retail TradersPro RetailLong-term InvestorsDividend InvestorsIndex/Passive Investors |
Coverage details | Not specified | Identifiers: Ticker and ISIN |
| Data | ||
Pricing sources | Not specified | VendorManual |
Data partners | Not specified | SnapTrade |
| Access & integrations | ||
Import methods | CSVManual | CSVBrokerOAuthManual |
Integrations | Centralized exchangesEVM networksBitcoin accountsGnosis PayMoneriumDocker | SnapTradeDocker |
Export formats | CSV | CSVJSON |
| Plans & trust | ||
Capability signals | DEX dataWallet tracking | Performance attributionMonte CarloBroker syncPortfolio attributionRebalancingMulti-currencyCost basis: FIFO |
Vendor & support | Rotki Solutions GmbHCountry: DESupport: Email and Forum | Teymz Inc.Country: CanadaSupport: 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“Starter”recent events: 1,000 | Free“Core app”broker sync: Not included · device sync: Not included |
| Entry paid plan | €9/moBilled monthly“Supporter (Monthly)”recent events: 3,000 · devices: 1 | $2.99/moBilled monthly“Connect Basic”devices: 6 · institution connections: 0 · +1 more |
| Tier 2 | €90/yrBilled annually“Supporter (Annual)”recent events: 3,000 · devices: 1 | $7.99/moBilled monthly“Connect Essentials”institution connections: 5 · annual price usd: 79 |
| Tier 3 | €25/moBilled monthly“Basic (Monthly)”recent events: 30,000 · devices: 2 · +2 more | $12.99/moBilled monthly“Connect Duo”institution connections: 12 · annual price usd: 129 |
| 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” | — |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between rotki and Wealthfolio?
rotki leans toward portfolio, on-chain analytics, and wallet / address monitoring, while Wealthfolio puts more weight on portfolio, data visualizations, and performance attribution. They overlap in 1 categories, so for most people it comes down to workflow preference and price.
How much do rotki and Wealthfolio cost?
Good news: both rotki and Wealthfolio have free plans, so you can run them side by side and only pay if you hit a wall.
Which is better for beginners: rotki or Wealthfolio?
Wealthfolio 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 rotki or Wealthfolio?
It depends on what you're after. Pick rotki if on-chain analytics and wallet / address monitoring matter to you; go with Wealthfolio if you'd rather have data visualizations and performance attribution. And if you only need the basics both share, let price decide.
What asset classes do rotki and Wealthfolio cover?
Both cover cryptos, currencies, and other. Wealthfolio adds stocks, ETFs, and mutual funds on top.
Can I export data from rotki and Wealthfolio?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can rotki or Wealthfolio connect to my broker?
Wealthfolio syncs with brokers automatically. With rotki, you're entering holdings by hand or importing files.
Can I track my portfolio with rotki or Wealthfolio?
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.