★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool details checked August 23, 2026
Tool Comparison
rotki vs Wealthfolio
Pick rotki if
rotki
Free • Contact for pricing · Web · Desktop · Mobile
- You care about on-chain analytics, wallet / address monitoring, and downloadable tax reports, things Wealthfolio doesn't offer
Pick Wealthfolio if
Wealthfolio
Free • From $3.99/mo · Desktop · Mobile · Web
- You care about data visualizations, performance attribution, and risk metrics, things rotki doesn't offer
- 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.
See alternativesOutbound links may include affiliate or sponsor codes.
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 being completely free. On paper they're closely matched, so let pricing, platform fit, and the details below break the tie.
What readers say
rotki
No votes yet. Cast the first one.
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
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 • Contact for pricing | Free • From $3.99/mo |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | — | 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 |
Where each one shines
What rotki and Wealthfolio each do best.ShowHide
Where each one shines
What rotki and Wealthfolio each do best.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.
Every detail we compared
Every tracked attribute for rotki and Wealthfolio, side by side.ShowHide
Every detail we compared
Every tracked attribute for rotki and Wealthfolio, side by side.| 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.
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 | Free“Free local tier” | Free“Core app”broker sync: Not included · device sync: Not included |
| Entry paid plan | €25/mo“Basic” | $3.99/mo“Connect Basic”devices: 3 · institution connections: 0 · +1 more |
| Tier 2 | — | $7.99/mo“Connect Essentials”institution connections: 5 · annual price usd: 79 |
| Top plan | — | $12.99/mo“Connect Duo”institution connections: 12 · annual price usd: 129 |
| Custom / enterprise | Contact sales“Custom” | — |
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.
Keep researching
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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.