Portfolio Performance
8.2#8 in portfolio management softwareFrom $25 a yearFree planAndroidiOSLinuxmacOS
Visit| Fact | Portfolio Performance | rotki |
|---|---|---|
| Founded | 2012 | 2017 |
| Free plan | Yes | Yes |
It suits investors who want to track securities across accounts and review performance, allocation, risk, or tax lots. Mobile users should be comfortable viewing portfolio files without editing them in the app.
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.