Finary
8.5#5 in portfolio management softwareFrom €44.99 a yearFree planAndroidiOSWebAPI
Visit| Fact | Finary | rotki |
|---|---|---|
| Company | Finary says it launched in 2021 and its headquarters are in Paris. | Rotki Solutions GmbH lists Matthiasstr. 11, 10249 Berlin, Germany, and names Eleftherios Karapetsas as its representative. |
| Founded | 2020 | 2017 |
| Free plan | Yes | Yes |
| Licence | The terms describe Finary software and databases as Finary property and grant only a non-exclusive, non-transferable SaaS-use licence, indicating a proprietary product. | The public rotki repository is licensed under AGPL-3.0. |
| Portfolio tracking | The service shows net worth, asset evolution and portfolio allocation across connected accounts. | The dashboard shows assets, liabilities, exposure percentages, and net-worth changes over time. |
Finary suits people who want a single view of connected finances, investments, and other assets, with budgeting and portfolio analysis tools. The free plan may fit users tracking up to two accounts and two goals; larger needs can consider a paid tier.
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.