Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 1 Rating

Total
ease
features
design
support

Alternatives to Consider

  • Kryptos Reviews & Ratings
    23 Ratings
    Company Website
  • CoinStats Reviews & Ratings
    101,202 Ratings
    Company Website
  • Blockdaemon Reviews & Ratings
    2 Ratings
    Company Website
  • Zengo Wallet Reviews & Ratings
    414 Ratings
    Company Website
  • eToro Reviews & Ratings
    29,698 Ratings
  • Reflectiz Reviews & Ratings
    15 Ratings
    Company Website
  • Figure Markets Reviews & Ratings
    89 Ratings
    Company Website
  • P3Source Reviews & Ratings
    16 Ratings
    Company Website
  • flowdit Reviews & Ratings
    22 Ratings
    Company Website
  • Control D Reviews & Ratings
    182 Ratings
    Company Website

What is rotki?

Rotki is an open-source tool that prioritizes user privacy while offering services for tracking portfolios, managing accounts, and conducting analytics. It allows users to access and modify its source code, fostering a transparent environment that encourages community engagement. As a local-first application, Rotki ensures that all financial data remains encrypted on the user’s device, avoiding any external data sharing. Users can monitor a variety of cryptocurrency assets sourced from blockchains, decentralized finance (DeFi) platforms, and supported exchanges. The application provides a detailed look at users' assets and liabilities, displaying their exposure to each asset as a percentage of their total net worth. Moreover, it allows users to visualize their net worth's progression over time through various graphs. However, free-tier users are limited to viewing data from only the last two weeks. The platform facilitates connections to multiple centralized exchanges, enabling users to efficiently track their balances, historical trades, deposits, and withdrawals. In addition, Rotki offers a comprehensive overview of DeFi investments across various protocols, complete with detailed histories and profit-loss assessments, making it an ideal tool for cryptocurrency investors. Ultimately, this versatile application is designed to equip users with valuable insights into their financial choices while upholding rigorous privacy standards, ensuring that their financial journey remains both informed and secure.

What is Wealthica?

Effortlessly manage your financial life from a single platform, eliminating the need to log into multiple sites. By directly connecting with your financial institutions, we simplify your financial oversight, enabling you to easily track your balances, assets, and transaction histories. Wealthica offers a detailed historical view of how your net worth has changed over time, allowing you to focus on the bigger picture while monitoring your objectives related to net worth, investments, or retirement plans. You can seamlessly track a variety of assets, such as stocks, ETFs, mutual funds, cryptocurrencies, and private investments, all while avoiding typical complexities. Wealthica automates portfolio maintenance, making it easy to keep everything organized. Furthermore, you can set budgets, export your data to Google Sheets, Excel, or Yahoo! Portfolio, rebalance your investments using Passiv, and generate reports on capital gains, income, or fees, among other useful features. These robust functionalities are merely a fraction of what Wealthica brings to the table. Available as a comprehensive web application and mobile app for iOS and Android, Wealthica guarantees that your financial status is always within reach, empowering you to take charge of your financial trajectory effectively. With its user-friendly interface and extensive features, Wealthica makes financial management not only easier but also more efficient.

Media

Media

Integrations Supported

Bitstamp
Balancer
Binance
Bitfinex
Bitpanda
Coinbase
Compound
Google Sheets
Independent Reserve
Kraken
KuCoin
Liquity
Microsoft Excel
Poloniex
Yahoo Finance
Yearn
bitcoin.de

Integrations Supported

Bitstamp
Balancer
Binance
Bitfinex
Bitpanda
Coinbase
Compound
Google Sheets
Independent Reserve
Kraken
KuCoin
Liquity
Microsoft Excel
Poloniex
Yahoo Finance
Yearn
bitcoin.de

API Availability

Has API

API Availability

Has API

Pricing Information

€10.05 per month
Free Trial Offered?
Free Version

Pricing Information

$11.99 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

rotki

Date Founded

2018

Company Location

Germany

Company Website

rotki.com

Company Facts

Organization Name

Wealthica

Date Founded

2015

Company Location

Canada

Company Website

wealthica.com

Categories and Features

Crypto Tax

Automated Data Import
Exchange Integration
Export Transactions
Historical Prices
Income Overview
Margin & Futures Support
Profit & Loss / Cap Gains
Staking / Lending / DeFi Support
Tax Form Generation
Tax Loss Harvesting
Wallet Integration

Categories and Features

Stock Portfolio Management

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

Popular Alternatives

Popular Alternatives

NetWorth Advising Platform Reviews & Ratings

NetWorth Advising Platform

NetWorth Services