rotki
8.8#1 in portfolio management softwareFrom €25 a monthFree planWebAPILinuxmacOS
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| Fact | rotki | Seraf |
|---|---|---|
| Founded | 2017 | 2013 |
| Free plan | Yes | No |
| Integrations | The product advertises support for more than 190 exchanges, blockchains and DeFi protocols, including Ethereum, Bitcoin, Solana, Kraken, Coinbase and Binance. | The fund and family-office offering lists a CRM connection via API, and portfolio management lists API integrations. |
| Product | rotki is an open-source, self-hosted portfolio manager, accounting and analytics tool focused on privacy. | Seraf is a private-market portfolio platform for tracking equity and credit investments, managing relationships, and reporting. |
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.
You want what its maker publishes above — check its page for the details.