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Rotki vs Portfolio Performance: catalog facts
RotkiPortfolio Performance
Freemium

Free and open source with an optional paid premium tier for extra features.

Free

Free and open source under the Eclipse Public Licence 1.0.

Windows, macOS, Linux Windows, macOS, Linux
  • Local-first design keeps portfolio data off third-party servers
  • Open source, so its accounting logic can be inspected
  • True time-weighted and internal rate of return, not a simplified percentage
  • Handles several accounts and depots as one portfolio
  • Local-first setup requires more initial configuration than a hosted web tracker
  • Desktop only, no mobile app
  • Eclipse-based, so it is heavy and the interface is unusual
  • The terminology assumes some investing knowledge
Downloadable app Downloadable app
Open source Open source
License not stated License: EPL-1.0
Not stated if an account is needed No account needed
Not stated if it works offline Works offline

Checked September 22, 2026

Checked September 21, 2026

Catalog facts only. Anything “not stated” is unconfirmed. Check full listings for details.