PortfolioPilot vs rotki
PortfolioPilot
portfoliopilot.comrotki
rotki.comSide by side
| Figure | PortfolioPilot | rotki |
|---|---|---|
| Price from | $20/mo | €9/mo |
| Free plan | Yes | Yes |
| Free trial | Yes | — |
| Open source | — | Yes |
| Web | Yes | Yes |
| Windows | — | Yes |
| macOS | — | Yes |
| Linux | — | Yes |
| API | — | Yes |
| Self-hosted | — | Yes |
| Plans published | 7 | 10 |
| Spec score · Portfolio Management Software | 8.5 (#13) | 9.0 (#4) |
| Encryption | PortfolioPilot says it uses 256-bit encryption for data across its entire system. | rotki stores its local database encrypted with SQLCipher using 256-bit AES. |
| Free plan | The free plan includes planning, investing tools, net worth tracking, and portfolio assessment. | Yes |
| Support | Gold, Platinum and Pro subscribers receive premium support, while Pro includes priority quarterly 1:1 expert calls for setup and product questions. | rotki provides support and community contact through [email protected], Discord, Reddit, Twitter, and GitHub. |
Plans
PortfolioPilot
- FreeFree
- Gold$29 a month
- Platinum$99 a month
- Pro$149 a month
- Gold$240 a year
- Platinum$588 a year
- Pro$1,188 a year
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
PortfolioPilot
PortfolioPilot 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.