CircleBlack Portfolio Reporting
6.8#41 in portfolio management softwareAndroidiOSWeb
VisitCircleBlack Portfolio Reporting vs rotki
What both publish
| Fact | CircleBlack Portfolio Reporting | rotki |
|---|---|---|
| Free plan | No | Yes |
| Integrations | CircleBlack says it integrates with more than 25 WealthTech, AdvisorTech, and FinTech solutions and connects to over 17,000 financial institutions. | The product advertises support for more than 190 exchanges, blockchains and DeFi protocols, including Ethereum, Bitcoin, Solana, Kraken, Coinbase and Binance. |
| Product | CircleBlack Portfolio Reporting is an automated report builder with pre-built templates and custom client-ready reports that advisors can share through the platform. | rotki is an open-source, self-hosted portfolio manager, accounting and analytics tool focused on privacy. |
CircleBlack Portfolio Reporting plans
- Base platform$550 a month
- CircleBlack Platform$600 a month
rotki plans
- FreeFree
- StarterFree
- Supporter€9 a month
- Basic€25 a month
- Advanced€45 a month
- CustomPriced on request
Pick CircleBlack Portfolio Reporting if…
You want what its maker publishes above — check its page for the details.
Pick rotki if…
rotki suits people who want to track crypto assets and accounting data locally, with exchange access through read-only API keys. It may also fit users who need portfolio and tax reports or support for listed DeFi protocols.