Morningstar Office vs rotki
Morningstar Office
morningstar.comrotki
rotki.comSide by side
| Figure | Morningstar Office | rotki |
|---|---|---|
| Price from | — | €9/mo |
| Free plan | — | Yes |
| Free trial | — | — |
| Open source | — | Yes |
| Web | Yes | Yes |
| Windows | — | Yes |
| macOS | — | Yes |
| Linux | — | Yes |
| iOS | Yes | — |
| API | — | Yes |
| Self-hosted | — | Yes |
| Plans published | 1 | 10 |
| Spec score · Portfolio Management Software | 8.1 (#21) | 9.0 (#4) |
| Founded | 1984 | 2017 |
| Free plan | No | Yes |
| Integrations | Morningstar Office Cloud documentation lists integrations including eMoney Advisor, Redtail CRM, MoneyGuidePro, FinanceLogix, HiddenLevers, and RiskAlyze. | The product advertises support for more than 190 exchanges, blockchains and DeFi protocols, including Ethereum, Bitcoin, Solana, Kraken, Coinbase and Binance. |
| Support | The Office privacy statement lists [email protected] and (866) 215-2503 for support requests to permanently delete an Office profile or database information. | rotki provides support and community contact through [email protected], Discord, Reddit, Twitter, and GitHub. |
Plans
rotki
- FreeFree
- StarterFree
- Supporter€9 a month
- Supporter€9 a month
- Basic€25 a month
- Basic€25 a month
- Advanced€45 a month
- Advanced€45 a month
- CustomPriced on request
- CustomPriced on request
In their own words
Morningstar Office
Morningstar Office has no write-up on Specifiction yet; its figures are above.
rotki
rotki is an open-source, self-hosted portfolio manager, accounting, and analytics tool focused on privacy. It runs locally on Linux, macOS, and Windows, with data stored on the user's device in a SQLCipher database encrypted using 256-bit AES. Exchange connections use read-only API keys processed locally, while blockchain access uses RPC endpoints chosen by the user. The dashboard tracks assets, liabilities, exposure percentages, and changes in net worth. rotki turns on-chain activity into readable events and generates profit-and-loss and tax reports. Listed integrations cover numerous chains, including Ethereum, Bitcoin, Avalanche, Polygon PoS, Arbitrum One, and Base, with early Solana support; the product says it detects and decodes more than 140 DeFi protocols. Premium adds graphs and analytics, advanced staking, higher event limits, decentralized-exchange accounting, and DeFi historical profit-and-loss reporting. It also allows encrypted database backup and synchronization across devices. The Free and Starter plans include up to 1,000 recent events and 10 notes; Starter lists no ETH staking. Supporter is €9 a month, Basic is €25 a month, and Advanced is €45 a month.