rotki vs Summ
rotki
rotki.comSumm
summ.comSide by side
| Figure | rotki | Summ |
|---|---|---|
| Price from | €9/mo | $4.08/mo |
| Free plan | Yes | — |
| Free trial | — | Yes |
| Open source | Yes | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| macOS | Yes | — |
| Linux | Yes | — |
| API | Yes | — |
| Self-hosted | Yes | — |
| Plans published | 10 | 4 |
| Spec score · Crypto Tax Software | 8.9 (#3) | 7.7 (#13) |
| Spec score · Cryptocurrency Tax Calculator | 8.9 (#3) | 7.6 (#10) |
| Company | Rotki Solutions GmbH lists Matthiasstr. 11, 10249 Berlin, Germany, and names Eleftherios Karapetsas as its representative. | Summ was co-founded by Shane and Tim Brunette in 2018 and is headquartered in Sydney, Australia. |
| Founded | 2017 | 2018 |
| Integrations | The product advertises support for more than 190 exchanges, blockchains and DeFi protocols, including Ethereum, Bitcoin, Solana, Kraken, Coinbase and Binance. | Summ lists support for over 3,500 integrations across exchanges, DeFi, protocols, and wallets. |
| Portfolio tracking | The dashboard shows assets, liabilities, exposure percentages, and net-worth changes over time. | The product tracks portfolio, profit and loss, and tax liability in one place. |
| Support | rotki provides support and community contact through [email protected], Discord, Reddit, Twitter, and GitHub. | Pricing lists email and chat support for Rookie, Hobbyist, and Investor, and priority support for Trader. |
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
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.
Summ
Summ is a web service for identifying, organizing, and tracking cryptocurrency activity while preparing tax reports. It combines portfolio value, profit and loss, and tax liability in one place. Reports include summaries, capital gains, income, expenses, audits, and nine other detailed formats, with settings that can be customized for local tax rules. Summ describes a Least Tax First Out method that selects the asset lot with the highest cost basis when a disposal occurs. The service lists more than 3,500 integrations across exchanges, DeFi services, protocols, and wallets, with custom CSV upload when an integration is unavailable. DeFi and NFT support are included. Signup provides transaction importing, smart suggestions, automatic categorization, portfolio tracking, and DeFi and NFT features free; reports and some tools require a paid plan. Summ supports up to one million transactions and offers custom solutions for high-volume traders. It is web-only and headquartered in Sydney, Australia.