rotki
8.8#1 in portfolio management softwareFrom €25 a monthFree planWebAPILinuxmacOS
Visitrotki vs Xplan
What both publish
| Fact | rotki | Xplan |
|---|---|---|
| Founded | 2017 | 1993 |
| Integrations | The product advertises support for more than 190 exchanges, blockchains and DeFi protocols, including Ethereum, Bitcoin, Solana, Kraken, Coinbase and Binance. | Iress describes standard integrations that transfer data with client permission and custom integrations that embed third-party functionality; examples include Microsoft, Google Maps and FujiXerox. |
| Product | rotki is an open-source, self-hosted portfolio manager, accounting and analytics tool focused on privacy. | Xplan is financial planning and wealth management software for advice practices, from individual advisers to large networks. |
rotki plans
- FreeFree
- StarterFree
- Supporter€9 a month
- Basic€25 a month
- Advanced€45 a month
- CustomPriced on request
Xplan plans
- XplanPriced on request
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.
Pick Xplan if…
Xplan suits financial advice and wealth firms of different sizes, including practices seeking standard tools and firms needing customised modules and hosting. It supports several advice delivery channels, including online and telephone-based advice.