rotki vs Tamarac
rotki
rotki.comTamarac
envestnet.comSide by side
| Figure | rotki | Tamarac |
|---|---|---|
| Price from | €9/mo | — |
| Free plan | Yes | — |
| Free trial | — | — |
| Open source | Yes | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| macOS | Yes | — |
| Linux | Yes | — |
| iOS | — | Yes |
| Android | — | Yes |
| API | Yes | Yes |
| Self-hosted | Yes | — |
| Plans published | 10 | 1 |
| Spec score · Portfolio Management Software | 9.0 (#4) | 8.1 (#23) |
| Company | Rotki Solutions GmbH lists Matthiasstr. 11, 10249 Berlin, Germany, and names Eleftherios Karapetsas as its representative. | Envestnet states it was founded in 1999 and is headquartered in Berwyn, Pennsylvania. |
| Founded | 2017 | 2000 |
| Integrations | The product advertises support for more than 190 exchanges, blockchains and DeFi protocols, including Ethereum, Bitcoin, Solana, Kraken, Coinbase and Binance. | Envestnet lists partners including Redtail, Salesforce, Wealthbox, Practifi, Nitrogen, and Docupace in its integration directory. |
| Product | rotki is an open-source, self-hosted portfolio manager, accounting and analytics tool focused on privacy. | Envestnet Tamarac offers trading, reporting, billing, and CRM tools for wealth management practices. |
| Support | rotki provides support and community contact through [email protected], Discord, Reddit, Twitter, and GitHub. | Envestnet directs Tamarac users to its Support & Training Center for product documentation and release information. |
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.
Tamarac
Tamarac is paid wealth-management software from Tamarac for independent registered investment advisors. Its tools cover trading, reporting, billing, and CRM work. Tamarac Trading supports portfolio rebalancing, tax-loss harvesting, model management, cash monitoring, and trading-only workflows. It can automate model portfolio construction and management, monitor trading triggers, execute trades through brokers, and reconcile prior-day trades. Tamarac Reporting provides portfolio analysis, flexible reporting, and billing capabilities. The client portal gives clients a customizable holistic view of their finances. Tamarac CRM is web-based and integrates with Tamarac Reporting and Trading, Microsoft 365, Outlook, and MoneyGuide. Listed analysis includes performance reporting, allocation analysis, risk analysis, and tax-lot tracking across multi-asset and alternative coverage. The product runs on Android, iOS, the web, and through an API. Pricing is paid and available on request. Its external API requires Envestnet Developer Portal credentials and an account-manager discussion.