Orion Portfolio Accounting vs rotki

Orion Portfolio Accounting provides portfolio accounting, performance reporting and billing for financial advisors and firms. It includes advisory fee billing, household-level rebalancing and trading, a client portal and mobile app, plus professional services, cloud data warehousing and data services. Advisors can assemble personalized reports using drag-and-drop controls and sub-report options. Orion says it reconciles brokerage data with custodians overnight, aiming to have positions reconciled before the U.S. market opens on a typical trading day. The platform lists hundreds of integrations and an open API framework, including an AltExchange connection for alternative-asset aggregation, reporting and billing. It is available standalone or bundled in Orion Foundation, Essentials or Advantage Stacks, with module availability varying by tier. Standalone pricing is on request and depends on firm size, assets under management and configuration. Stack prices start at $13,000 a year for Foundation, $18,000 a year for Essentials and $28,000 a year for Advantage. Orion lists Android, iOS, web and API availability, and offers support by chat, phone, email and co-browsing.

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.