Orion Advisor Tech is the closest drop-in replacement with overlapping coverage in Portfolio Accounting / Book of Record, Client & Investor Reporting, and Alternatives / Capital Calls & Distributions while adding GIPS Composite Reporting and CRM & Workflow coverage and Most-in-one advisor tech platform for RIAs that unifies portfolio accounting, trading, Redtail CRM, compliance, risk analytics, planning, client portal, and advisor portal under Orion Advisor Solutions. and Denali AI brings data, workflows and insights across CRM, planning, portfolio management, reporting and risk into a unified intelligence layer for advisory firms. features (category overlap ~80%).
Addepar Alternatives & Competitors
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Alternatives to Addepar
Curated replacements ranked by category overlap, pricing, and platform access. Use this list to stress-test Addepar against peers before committing to a long-term plan.
Looking for a Addepar replacement? We've profiled 20 alternatives ranked by category overlap, pricing flexibility, and platform access. Whether you need a free option to trial, mobile-ready workflows, or API integrations—this list has you covered. Dive in to find your next tool.
View free alternatives onlyAlternatives20Curated picks
Free Options14With free tiers
Avg. Overlap42%Category match
Mobile Ready16Native apps
Quick takeaways
Budget-conscious? Try Sharesight, Koyfin, GuruFocus, Interactive Brokers (IBKR), PortfoliosLab, TipRanks, Charles Schwab, Portfolio123, Investing.com, OpenBB, Portseido, TradingView, Marketlog, and Tradervue to get started without a paid plan.
Round out your stack with new coverage areas like GIPS Composite Reporting, CRM & Workflow, Risk Metrics, and Scenario & Stress Tests.
#1 Alternative
Similarity score 2350Category overlap: 80%
Shared coverage
Portfolio Accounting / Book of RecordClient & Investor ReportingAlternatives / Capital Calls & DistributionsHouseholding & Multi-EntityClient Portal & Mobile AppFee Billing & Invoicing
Assets: Stocks, Bonds, and ETFs
Experience: Intermediate and Advanced
Platforms: Web, Mobile, and API
Pricing: Subscription
Why investors switch
- Expands into GIPS Composite Reporting, CRM & Workflow, and Risk Metrics coverage beyond what Addepar offers.
- Standout features include Most-in-one advisor tech platform for RIAs that unifies portfolio accounting, trading, Redtail CRM, compliance, risk analytics, planning, client portal, and advisor portal under Orion Advisor Solutions., Denali AI brings data, workflows and insights across CRM, planning, portfolio management, reporting and risk into a unified intelligence layer for advisory firms., and Portfolio accounting engine positioned as the #1 portfolio accounting solution by market share among advisors, with integrated billing, configurable client reporting, trading, professional services, cloud data warehousing, and data services..
- Pair it with Addepar if you still need Wealth Management, Portfolio, and Data Visualizations.
Adds coverage: GIPS Composite Reporting, CRM & Workflow, Risk Metrics, and Scenario & Stress Tests
Standout features: Most-in-one advisor tech platform for RIAs that unifies portfolio accounting, trading, Redtail CRM, compliance, risk analytics, planning, client portal, and advisor portal under Orion Advisor Solutions., Denali AI brings data, workflows and insights across CRM, planning, portfolio management, reporting and risk into a unified intelligence layer for advisory firms., Portfolio accounting engine positioned as the #1 portfolio accounting solution by market share among advisors, with integrated billing, configurable client reporting, trading, professional services, cloud data warehousing, and data services., and Trading (Eclipse) delivers tax-intelligent trading at scale with household-level rebalancing, asset location optimization, daily tax-loss harvesting, sleeves for separate trading/reporting/billing, advanced cash monitoring, block trading, and multi-custodian trade file/FIX connectivity.
#2 Alternative
Similarity score 2344Category overlap: 80%
Shared coverage
Wealth ManagementPortfolioPortfolio Accounting / Book of RecordClient & Investor ReportingHouseholding & Multi-EntityClient Portal & Mobile App
Assets: Stocks, Bonds, and ETFs
Experience: Intermediate and Advanced
Platforms: Web, Mobile, and API
Pricing: Subscription
Why investors switch
- Expands into CRM & Workflow, Document Vault & e-Signature, and Webhooks coverage beyond what Addepar offers.
- Standout features include End‑to‑end wealth management platform that acts as a “plan‑to‑execution” application, giving advisors a single access point from planning and proposal through account opening and ongoing review., 2026 company materials cite 25 years of operating history, $7T in platform assets, and usage by over one-third of all financial advisors across major banks, brokerages, wealth managers and RIAs., and RIA‑focused suite that includes planning, trading, reporting, proposal tools, CRM, client portal and billing in one configurable platform to streamline the full wealth management process..
- Pair it with Addepar if you still need Alternatives / Capital Calls & Distributions, Data Visualizations, and Tax Lots / Lot Optimization.
Adds coverage: CRM & Workflow, Document Vault & e-Signature, and Webhooks
Standout features: End‑to‑end wealth management platform that acts as a “plan‑to‑execution” application, giving advisors a single access point from planning and proposal through account opening and ongoing review., 2026 company materials cite 25 years of operating history, $7T in platform assets, and usage by over one-third of all financial advisors across major banks, brokerages, wealth managers and RIAs., RIA‑focused suite that includes planning, trading, reporting, proposal tools, CRM, client portal and billing in one configurable platform to streamline the full wealth management process., and Unified Managed Account (UMA) capabilities that let RIAs consolidate SMAs and UMAs, build proposals with custom models, run comprehensive portfolio construction, and manage individual sleeves within a UMA for personalization at scale; 2026 updates add interval funds directly inside the UMA platform and advisor-traded sleeves for custom asset types.
#3 Alternative
Similarity score 2103Category overlap: 79%
Shared coverage
Wealth ManagementPortfolioPortfolio Accounting / Book of RecordClient & Investor ReportingAlternatives / Capital Calls & DistributionsHouseholding & Multi-Entity
Assets: Stocks, Bonds, and Mutual Funds
Experience: Advanced
Platforms: Web, Mobile, and API
Pricing: Subscription
Why investors switch
- Expands into Document Vault & e-Signature, Custom Dashboards, and Audit Trail / Supervision coverage beyond what Addepar offers.
- Standout features include Unified wealth OS for UHNW family offices, multi-family offices, wealth advisors, institutions, and professional services firms, delivering a single, accurate view of total net worth across all assets, geographies, currencies, and entity structures., Direct data aggregation from 650+ proprietary custodian feeds (no screen scraping or third-party intermediaries), powering verified daily transaction and position data across bankable and non-bankable assets., and Supports a wide range of asset classes and entity structures - including traditional securities (cash, bonds, mutual funds, public equities), alternatives (direct investments, private equity, hedge funds, venture capital, private credit), real estate, and lifestyle assets such as art, jewelry, and vehicles..
- Pair it with Addepar if you still need Fee Billing & Invoicing, Rebalancing & Trading, and Data Visualizations.
Adds coverage: Document Vault & e-Signature, Custom Dashboards, and Audit Trail / Supervision
Standout features: Unified wealth OS for UHNW family offices, multi-family offices, wealth advisors, institutions, and professional services firms, delivering a single, accurate view of total net worth across all assets, geographies, currencies, and entity structures., Direct data aggregation from 650+ proprietary custodian feeds (no screen scraping or third-party intermediaries), powering verified daily transaction and position data across bankable and non-bankable assets., Supports a wide range of asset classes and entity structures - including traditional securities (cash, bonds, mutual funds, public equities), alternatives (direct investments, private equity, hedge funds, venture capital, private credit), real estate, and lifestyle assets such as art, jewelry, and vehicles., and Portfolio Management and Consolidated Portfolio Analysis modules provide holistic account views, multi-custodian performance analytics, FX-aware dashboards, and integrated cash-flow projections with filtering by legal entity, family member, manager, and more.
#4 Alternative
Similarity score 2087Category overlap: 73%
Shared coverage
PortfolioPortfolio Accounting / Book of RecordClient & Investor ReportingAlternatives / Capital Calls & DistributionsHouseholding & Multi-EntityClient Portal & Mobile App
Assets: Stocks, Bonds, and ETFs
Experience: Intermediate and Advanced
Platforms: Web, Mobile, and API
Pricing: Subscription
Why investors switch
- Expands into CRM & Workflow, Document Vault & e-Signature, and Webhooks coverage beyond what Addepar offers.
- Standout features include Cloud-native, award-winning wealth management suite combining the Black Diamond Wealth Platform with SS&C trust, CRM, investment management, alternative investments, unique assets and operations services into one ecosystem., Portfolio management & performance reporting hub with consolidated views, flexible account groupings and client-ready reporting for RIAs, broker-dealers, family offices, banks and trust companies., and Advisor & client digital experience with a responsive web portal, native mobile apps, interactive dashboards, outside account aggregation and a secure two-way document vault (Black Diamond Vault)..
- Pair it with Addepar if you still need Wealth Management, Data Visualizations, and Tax Lots / Lot Optimization.
Adds coverage: CRM & Workflow, Document Vault & e-Signature, Webhooks, and Insider Compliance / Pre-clearance
Standout features: Cloud-native, award-winning wealth management suite combining the Black Diamond Wealth Platform with SS&C trust, CRM, investment management, alternative investments, unique assets and operations services into one ecosystem., Portfolio management & performance reporting hub with consolidated views, flexible account groupings and client-ready reporting for RIAs, broker-dealers, family offices, banks and trust companies., Advisor & client digital experience with a responsive web portal, native mobile apps, interactive dashboards, outside account aggregation and a secure two-way document vault (Black Diamond Vault)., and Trading & Rebalancing module integrated with the platform to monitor portfolios, align with models and execute tax-aware trades at scale as part of the unified wealth stack.
Similarity score 1667Category overlap: 47%
Shared coverage
Wealth ManagementPortfolioClient & Investor ReportingClient Portal & Mobile AppData APIsAPIs & SDKs
Assets: Stocks, Bonds, and ETFs
Experience: Intermediate and Advanced
Platforms: Web, Mobile, and API
Pricing: Subscription
Why investors switch
- Sharesight keeps a free tier, so you can replicate Addepar workflows without upgrading.
- Expands into Risk Metrics, Performance Attribution, and Downloadable Tax Reports coverage beyond what Addepar offers.
- Standout features include Global multi‑asset portfolio and dividend tracker that automatically tracks price, performance and dividends for 700k+ stocks, ETFs, funds and crypto across 60+ markets, with support for cash accounts and property in one view., Public pricing page says 500,000+ investors track investments with Sharesight., and Connects to 200+ brokers and finance apps (including Trading 212, Hargreaves Lansdown and Interactive Brokers) so trades can be imported directly, or via CSV/manual workflows when brokers are unsupported..
- Pair it with Addepar if you still need Portfolio Accounting / Book of Record, Alternatives / Capital Calls & Distributions, and Householding & Multi-Entity.
Adds coverage: Risk Metrics, Performance Attribution, Downloadable Tax Reports, and Capital Gains Estimator
Standout features: Global multi‑asset portfolio and dividend tracker that automatically tracks price, performance and dividends for 700k+ stocks, ETFs, funds and crypto across 60+ markets, with support for cash accounts and property in one view., Public pricing page says 500,000+ investors track investments with Sharesight., Connects to 200+ brokers and finance apps (including Trading 212, Hargreaves Lansdown and Interactive Brokers) so trades can be imported directly, or via CSV/manual workflows when brokers are unsupported., and Rich reporting suite for performance and risk, including performance, multi‑period, diversity, exposure, contribution analysis and drawdown risk reports, plus benchmarking against indices or individual securities.
Similarity score 1435Category overlap: 33%
Shared coverage
PortfolioClient & Investor ReportingHouseholding & Multi-EntityModel Portfolios & SleevesData Visualizations
Assets: Stocks, Bonds, and ETFs
Experience: Intermediate and Advanced
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- Koyfin keeps a free tier, so you can replicate Addepar workflows without upgrading.
- Expands into Screeners, ETF Screeners, and Custom Dashboards coverage beyond what Addepar offers.
- Standout features include Web platform plus iOS & Android mobile apps; watchlists/portfolios sync with the web app., Multi-asset coverage spanning global equities and multiple macro/market datasets (e.g., ETFs, bond yields/curves, FX, commodities, crypto), with news and transcripts., and Advanced graphing with 100+ indicators/series (fundamentals, technicals, valuation, estimates/ratings), templates, total-return charts, scatter charts, and share/embed + downloads..
- Pair it with Addepar if you still need Wealth Management, Portfolio Accounting / Book of Record, and Alternatives / Capital Calls & Distributions.
Adds coverage: Screeners, ETF Screeners, Custom Dashboards, and Correlation
Standout features: Web platform plus iOS & Android mobile apps; watchlists/portfolios sync with the web app., Multi-asset coverage spanning global equities and multiple macro/market datasets (e.g., ETFs, bond yields/curves, FX, commodities, crypto), with news and transcripts., Advanced graphing with 100+ indicators/series (fundamentals, technicals, valuation, estimates/ratings), templates, total-return charts, scatter charts, and share/embed + downloads., and Financial Analysis pages: highlights from income/balance sheet/cash-flow plus customizable Financial Analysis templates (paid tiers).
#7 Alternative
Similarity score 1417Category overlap: 63%
Shared coverage
PortfolioClient Portal & Mobile AppData APIsAPIs & SDKsBroker Connectors
Assets: Stocks, Bonds, and ETFs
Experience: Intermediate and Advanced
Platforms: Web, Mobile, and API
Pricing: Subscription
Why investors switch
- Expands into Custom Dashboards, Blogs, and Education coverage beyond what Addepar offers.
- Standout features include Unified net-worth and portfolio dashboard that aggregates global bank, brokerage, crypto and other financial accounts via multiple account aggregators (Plaid, Mastercard, MX, Yodlee, SnapTrade, Lean, Akahu, Salt Edge), plus manual assets - so you can track nearly any stock, ETF or mutual fund across major exchanges worldwide., Broad multi-asset coverage including bank accounts, stocks, bonds, funds, private-company equity via Carta, venture investments, crypto wallets and exchanges, DeFi assets, real estate, vehicles, precious metals and other alternatives., and Digital-asset engine that connects directly to major blockchains, exchanges and wallets, tracks DeFi, NFTs, staking and lending activity, categorizes stablecoins as cash equivalents and lets you view net worth over time in Bitcoin..
- Pair it with Addepar if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: Custom Dashboards, Blogs, and Education
Standout features: Unified net-worth and portfolio dashboard that aggregates global bank, brokerage, crypto and other financial accounts via multiple account aggregators (Plaid, Mastercard, MX, Yodlee, SnapTrade, Lean, Akahu, Salt Edge), plus manual assets - so you can track nearly any stock, ETF or mutual fund across major exchanges worldwide., Broad multi-asset coverage including bank accounts, stocks, bonds, funds, private-company equity via Carta, venture investments, crypto wallets and exchanges, DeFi assets, real estate, vehicles, precious metals and other alternatives., Digital-asset engine that connects directly to major blockchains, exchanges and wallets, tracks DeFi, NFTs, staking and lending activity, categorizes stablecoins as cash equivalents and lets you view net worth over time in Bitcoin., and Multi-currency wealth tracking designed for cross-border users, supporting assets in many currencies while letting you monitor total wealth and performance in the base currency of your choice.
Similarity score 1321Category overlap: 33%
Shared coverage
PortfolioData VisualizationsData APIsAPIs & SDKsBroker Connectors
Assets: Stocks, Bonds, and ETFs
Experience: Intermediate and Advanced
Platforms: Web, Mobile, and API
Pricing: Subscription
Why investors switch
- GuruFocus keeps a free tier, so you can replicate Addepar workflows without upgrading.
- Expands into Stock Ideas, Screeners, and ETF Screeners coverage beyond what Addepar offers.
- Standout features include Global value-investing research platform with historical financial and valuation data, screeners, charts, comparisons, institutional-investor trading histories, executive trading histories, market valuation data, economic indicators, and industry indicators., Large global coverage footprint: GuruFocus says it serves more than 1 million users worldwide, covers 100,000 stocks in 100 markets, tracks 8,000+ institutional investors’ trading histories, and tracks 15,000+ mutual fund holdings; API documentation separately describes 60,000+ companies across 9 regions., and All-in-One Screener with 500+ filters across fundamentals, valuation, profitability, growth, dividends, guru holdings, insider trades, predefined value screens, custom filters, saved screens, downloadable results, and portfolio workflow integration..
- Pair it with Addepar if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: Stock Ideas, Screeners, ETF Screeners, and Top Analysts
Standout features: Global value-investing research platform with historical financial and valuation data, screeners, charts, comparisons, institutional-investor trading histories, executive trading histories, market valuation data, economic indicators, and industry indicators., Large global coverage footprint: GuruFocus says it serves more than 1 million users worldwide, covers 100,000 stocks in 100 markets, tracks 8,000+ institutional investors’ trading histories, and tracks 15,000+ mutual fund holdings; API documentation separately describes 60,000+ companies across 9 regions., All-in-One Screener with 500+ filters across fundamentals, valuation, profitability, growth, dividends, guru holdings, insider trades, predefined value screens, custom filters, saved screens, downloadable results, and portfolio workflow integration., and Screener backtesting for more than 80 countries, with U.S. backtests starting January 1, 2006 and non-U.S. country backtests generally starting January 1, 2016; parameters include stock count, ranking metric, sort order, start/end date, and rebalance frequency.
Similarity score 1237Category overlap: 33%
Shared coverage
PortfolioClient & Investor ReportingModel Portfolios & SleevesData VisualizationsBroker Connectors
Assets: Stocks, Bonds, and ETFs
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Expands into Screeners, Stock Comparison, and ETF Comparison coverage beyond what Addepar offers.
- Standout features include Annual subscription tiers (Analyst / Presenter / Professional). Current plans page directs users to call for pricing; Professional includes everything in Analyst+Presenter plus Portfolio Optimizer, AI Chat, Transition Tax Analysis, Interactive Analysis, Scenarios, Excel Add-in & integration support, and compliance controls., Fundamental charting workflow for financial metrics, plus scatter plot and technical charting (support docs mention 30+ technical indicators and 28,000+ equities/indices)., and Stock & fund screeners, plus Comp Tables to compare portfolios/funds/stocks with custom scoring models and exportable client-ready PDFs..
- Pair it with Addepar if you still need Wealth Management, Portfolio Accounting / Book of Record, and Alternatives / Capital Calls & Distributions.
Adds coverage: Screeners, Stock Comparison, ETF Comparison, and Watchlist
Standout features: Annual subscription tiers (Analyst / Presenter / Professional). Current plans page directs users to call for pricing; Professional includes everything in Analyst+Presenter plus Portfolio Optimizer, AI Chat, Transition Tax Analysis, Interactive Analysis, Scenarios, Excel Add-in & integration support, and compliance controls., Fundamental charting workflow for financial metrics, plus scatter plot and technical charting (support docs mention 30+ technical indicators and 28,000+ equities/indices)., Stock & fund screeners, plus Comp Tables to compare portfolios/funds/stocks with custom scoring models and exportable client-ready PDFs., and Alerts Manager for stocks, funds, and model portfolios; alerts can be based on thousands of metrics and trigger email notifications.
Similarity score 1178Category overlap: 20%
Shared coverage
PortfolioData APIsAPIs & SDKs
Assets: Stocks, Bonds, and ETFs
Experience: Intermediate and Advanced
Platforms: Web, Mobile, and API
Pricing: Subscription
Why investors switch
- Interactive Brokers (IBKR) keeps a free tier, so you can replicate Addepar workflows without upgrading.
- Expands into Brokerage, Advanced Order Types, and Smart/Direct Routing coverage beyond what Addepar offers.
- Standout features include Platforms: Client Portal (web), Trader Workstation (TWS) and IBKR Desktop (desktop), IBKR Mobile / GlobalTrader (mobile), plus IBKR APIs; feature availability differs by platform/product., Supported instruments include stocks/ETFs, options (incl. combos), mutual funds, futures (incl. futures options), spot FX, bonds, physical metals, structured products, CFDs, crypto ETPs, crypto futures/options, and spot crypto where available by jurisdiction., and Execution features include IB SmartRouting plus a large library of order types/algos and conditional/bracket-style order workflows across platforms..
- Pair it with Addepar if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: Brokerage, Advanced Order Types, Smart/Direct Routing, and Paper Trading
Standout features: Platforms: Client Portal (web), Trader Workstation (TWS) and IBKR Desktop (desktop), IBKR Mobile / GlobalTrader (mobile), plus IBKR APIs; feature availability differs by platform/product., Supported instruments include stocks/ETFs, options (incl. combos), mutual funds, futures (incl. futures options), spot FX, bonds, physical metals, structured products, CFDs, crypto ETPs, crypto futures/options, and spot crypto where available by jurisdiction., Execution features include IB SmartRouting plus a large library of order types/algos and conditional/bracket-style order workflows across platforms., and UK product pages highlight £3/€3 Western European stock and ETF trades at typical trade sizes, larger Western European trades at 0.05% of trade value, and US stock/ETF commissions from USD 0.0005 to USD 0.0035 per share.
Similarity score 1145Category overlap: 27%
Shared coverage
PortfolioData VisualizationsData APIsAPIs & SDKs
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- PortfoliosLab keeps a free tier, so you can replicate Addepar workflows without upgrading.
- Expands into Watchlist, Backtesting, and Correlation coverage beyond what Addepar offers.
- Standout features include Portfolio and instrument analytics suite with 20+ tools for performance, risk, diversification and optimization (portfolio analysis, portfolio performance, stock comparison, Sharpe, Sortino, Omega, Martin, VaR, CVaR, volatility models)., Portfolio tracking for both static and transactional portfolios, including lazy model portfolios and public user portfolios, with benchmarking against indices and other portfolios., and Backtesting of portfolios and single instruments with configurable rebalancing and long lookback windows (Free limited to ~10 years, paid plans use 40+ years of data)..
- Pair it with Addepar if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: Watchlist, Backtesting, Correlation, and Risk Metrics
Standout features: Portfolio and instrument analytics suite with 20+ tools for performance, risk, diversification and optimization (portfolio analysis, portfolio performance, stock comparison, Sharpe, Sortino, Omega, Martin, VaR, CVaR, volatility models)., Portfolio tracking for both static and transactional portfolios, including lazy model portfolios and public user portfolios, with benchmarking against indices and other portfolios., Backtesting of portfolios and single instruments with configurable rebalancing and long lookback windows (Free limited to ~10 years, paid plans use 40+ years of data)., and Stock, ETF and mutual fund screeners with hundreds of filters across thousands of instruments, recalculated daily.
Similarity score 1141Category overlap: 27%
Shared coverage
PortfolioData VisualizationsData APIsAPIs & SDKs
Assets: Stocks, ETFs, and Currencies
Experience: Intermediate and Advanced
Platforms: Web, Mobile, and API
Pricing: Subscription
Why investors switch
- TipRanks keeps a free tier, so you can replicate Addepar workflows without upgrading.
- Expands into Stock Ideas, Top Analysts, and Screeners coverage beyond what Addepar offers.
- Standout features include Tracks and measures performance of financial experts (analysts, bloggers, hedge funds, corporate insiders and individual investors) to help investors evaluate who to trust., Smart Score: proprietary quantitative stock score (1–10) based on 8 factors (analyst ratings, insider transactions, blogger opinions, individual investor sentiment, hedge fund activity, news sentiment, technicals, fundamentals)., and Smart Score pages disclose backtested performance context; current public examples show Top Smart Score stocks backtested from January 2016 versus the S&P 500, with a disclaimer that backtests are not actual results..
- Pair it with Addepar if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: Stock Ideas, Top Analysts, Screeners, and ETF Screeners
Standout features: Tracks and measures performance of financial experts (analysts, bloggers, hedge funds, corporate insiders and individual investors) to help investors evaluate who to trust., Smart Score: proprietary quantitative stock score (1–10) based on 8 factors (analyst ratings, insider transactions, blogger opinions, individual investor sentiment, hedge fund activity, news sentiment, technicals, fundamentals)., Smart Score pages disclose backtested performance context; current public examples show Top Smart Score stocks backtested from January 2016 versus the S&P 500, with a disclaimer that backtests are not actual results., and AI Stock Analysis: automated report that analyzes business model, financial statements, technical indicators and market sentiment to generate an AI model rating and price target; examples include positive/negative factors, income statement, balance sheet, cash flow and technical-analysis sections.
Similarity score 1138Category overlap: 20%
Shared coverage
PortfolioData APIsAPIs & SDKs
Assets: Stocks, Bonds, and ETFs
Experience: Intermediate and Advanced
Platforms: Web, Mobile, and API
Why investors switch
- Charles Schwab keeps a free tier, so you can replicate Addepar workflows without upgrading.
- Expands into Brokerage, Watchlist, and Options & Derivatives coverage beyond what Addepar offers.
- Standout features include Zero-commission online trades for listed stocks and ETFs; options at $0.65 per contract and futures/futures options at $2.25 per contract per side, with separate exchange/regulatory/overnight fees where applicable., thinkorswim® platform suite (desktop, web, mobile) plus Schwab Mobile, with extended 24/5 trading access to 1,100+ stocks and ETFs including the S&P 500 and Nasdaq 100., and paperMoney® virtual accounts that let you practice trading with live market data..
- Pair it with Addepar if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: Brokerage, Watchlist, Options & Derivatives, and Paper Trading
Standout features: Zero-commission online trades for listed stocks and ETFs; options at $0.65 per contract and futures/futures options at $2.25 per contract per side, with separate exchange/regulatory/overnight fees where applicable., thinkorswim® platform suite (desktop, web, mobile) plus Schwab Mobile, with extended 24/5 trading access to 1,100+ stocks and ETFs including the S&P 500 and Nasdaq 100., paperMoney® virtual accounts that let you practice trading with live market data., and Tradable universe spans stocks, ETFs, options, futures, mutual funds, bonds, forex, crypto ETPs, and a coming Schwab Crypto™ account for Bitcoin and Ethereum; futures and forex require separate approval and are offered by Schwab Futures & Forex LLC.
Similarity score 1129Category overlap: 33%
Shared coverage
PortfolioData VisualizationsData APIsAPIs & SDKsBroker Connectors
Assets: Stocks, ETFs, and Closed-End Funds
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- Portfolio123 keeps a free tier, so you can replicate Addepar workflows without upgrading.
- Expands into Screeners, Quant, and Stock Ideas coverage beyond what Addepar offers.
- Standout features include Web‑based quant research terminal for building multifactor ranking systems, stock/ETF screens, and complete rules‑based strategies with no programming, powered by point‑in‑time FactSet data and marketed as free of survivorship and look‑ahead bias., Supports realistic simulations and backtests over roughly 20 years of history for US, Canadian, and European equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “Book of Strategies” to combine and analyze correlated systems., and Stock & ETF coverage uses fundamentals, estimates, corporate actions, plus industry/sector classification, with “over 15,000 current US, Canadian, and European stocks” and many more historical issues..
- Pair it with Addepar if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: Screeners, Quant, Stock Ideas, and Scores
Standout features: Web‑based quant research terminal for building multifactor ranking systems, stock/ETF screens, and complete rules‑based strategies with no programming, powered by point‑in‑time FactSet data and marketed as free of survivorship and look‑ahead bias., Supports realistic simulations and backtests over roughly 20 years of history for US, Canadian, and European equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “Book of Strategies” to combine and analyze correlated systems., Stock & ETF coverage uses fundamentals, estimates, corporate actions, plus industry/sector classification, with “over 15,000 current US, Canadian, and European stocks” and many more historical issues., and AI Factor lets users train machine‑learning predictors for expected returns and plug the predictions into ranking systems, strategy simulations and asset-level analysis, with no-code model evaluation, blocked K-fold cross validation, lift charts and model/portfolio statistics.
Similarity score 1127Category overlap: 13%
Shared coverage
PortfolioData Visualizations
Assets: Stocks, Bonds, and ETFs
Experience: Intermediate and Advanced
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- Investing.com keeps a free tier, so you can replicate Addepar workflows without upgrading.
- Expands into Stock Ideas, Screeners, and Stock Comparison coverage beyond what Addepar offers.
- Standout features include Global financial portal covering stocks, indices, commodities, currencies, ETFs, bonds, funds, cryptocurrencies, futures, options, interest rates, and economic indicators., Large global coverage footprint: Investing.com currently says the platform covers 180,000+ financial instruments across 250 exchanges in 33 languages, with 50M monthly investors, 130M app downloads, and 300K active paying subscribers., and Free web and mobile apps with quotes, charts, watchlists, alerts, market news, economic calendars, portfolios, and calculators..
- Pair it with Addepar if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: Stock Ideas, Screeners, Stock Comparison, and Options & Derivatives
Standout features: Global financial portal covering stocks, indices, commodities, currencies, ETFs, bonds, funds, cryptocurrencies, futures, options, interest rates, and economic indicators., Large global coverage footprint: Investing.com currently says the platform covers 180,000+ financial instruments across 250 exchanges in 33 languages, with 50M monthly investors, 130M app downloads, and 300K active paying subscribers., Free web and mobile apps with quotes, charts, watchlists, alerts, market news, economic calendars, portfolios, and calculators., and Mobile app support for iOS, iPad, Apple Watch, and Android; Investing.com says its apps have 130M downloads and are among the top financial market apps on Google Play with 1.3M reviews.
Similarity score 1098Category overlap: 25%
Shared coverage
Data VisualizationsData APIsAPIs & SDKs
Assets: Stocks, Bonds, and ETFs
Experience: Intermediate and Advanced
Platforms: Web, Mobile, and API
Pricing: Subscription
Why investors switch
- OpenBB keeps a free tier, so you can replicate Addepar workflows without upgrading.
- Expands into Sheets / Excel Add-ins, Custom Dashboards, and AI coverage beyond what Addepar offers.
- Standout features include Open Data Platform (ODP): open-source (AGPL) unified financial & economic data access; runs locally., ODP supports multiple interfaces, including Python and REST API (plus Notebook/Workspace/Excel listed by OpenBB)., and OpenBB does not host or serve data; it provides provider connectors that fetch data from third parties (often using your API keys)..
- Pair it with Addepar if you still need Wealth Management, Portfolio, and Portfolio Accounting / Book of Record.
Adds coverage: Sheets / Excel Add-ins, Custom Dashboards, AI, and AI Chat
Standout features: Open Data Platform (ODP): open-source (AGPL) unified financial & economic data access; runs locally., ODP supports multiple interfaces, including Python and REST API (plus Notebook/Workspace/Excel listed by OpenBB)., OpenBB does not host or serve data; it provides provider connectors that fetch data from third parties (often using your API keys)., and OpenBB Workspace: secure app combining customizable UI components, unified data integration, and AI capabilities.
Similarity score 1093Category overlap: 33%
Shared coverage
PortfolioData VisualizationsTax Lots / Lot OptimizationBroker Connectors
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- Portseido keeps a free tier, so you can replicate Addepar workflows without upgrading.
- Expands into Performance Attribution, Risk Metrics, and Dividend coverage beyond what Addepar offers.
- Standout features include All-in-one portfolio tracker for stocks, ETFs, cryptocurrencies and custom assets, with public pages citing 70+ stock exchanges, 20,000+ ETFs and investors in 160+ countries., Web app plus iOS and Android apps for tracking portfolio performance, viewing real-time market data, managing trades and accessing investment insights on the go., and Portfolio analytics include money-weighted return (MWR), time-weighted return (TWR), simple return, beta, drawdown, Sharpe ratio, max drawdown duration and benchmarking against user-selected indices, ETFs and other assets..
- Pair it with Addepar if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: Performance Attribution, Risk Metrics, Dividend, and Dividends
Standout features: All-in-one portfolio tracker for stocks, ETFs, cryptocurrencies and custom assets, with public pages citing 70+ stock exchanges, 20,000+ ETFs and investors in 160+ countries., Web app plus iOS and Android apps for tracking portfolio performance, viewing real-time market data, managing trades and accessing investment insights on the go., Portfolio analytics include money-weighted return (MWR), time-weighted return (TWR), simple return, beta, drawdown, Sharpe ratio, max drawdown duration and benchmarking against user-selected indices, ETFs and other assets., and Allocation dashboards break holdings down by businesses, industries, sectors, countries, regions, asset classes and other dimensions, with filtered multi-portfolio views.
Similarity score 1090Category overlap: 20%
Shared coverage
PortfolioData VisualizationsBroker Connectors
Assets: Stocks, Bonds, and ETFs
Experience: Intermediate and Advanced
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- TradingView keeps a free tier, so you can replicate Addepar workflows without upgrading.
- Expands into Quant, Screeners, and ETF Screeners coverage beyond what Addepar offers.
- Standout features include Markets covered include stocks, ETFs, cryptocurrencies, bonds, FX, futures, options, commodities and indices; the current pricing page says TradingView is used by 100M traders and connects to hundreds of data feeds with direct access to 3,539,722 instruments worldwide., Supercharts with multi-chart layouts, custom intervals (incl. seconds and range bars), and more charts-per-tab on higher tiers (up to 16 on Ultimate)., and Technical analysis toolkit with 400+ built-in indicators/strategies, 100,000+ community-powered indicators, 110+ smart drawing tools, Volume Profile, Time Price Opportunity, Volume Footprint, Volume Candles and auto chart patterns..
- Pair it with Addepar if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: Quant, Screeners, ETF Screeners, and Stock Ideas
Standout features: Markets covered include stocks, ETFs, cryptocurrencies, bonds, FX, futures, options, commodities and indices; the current pricing page says TradingView is used by 100M traders and connects to hundreds of data feeds with direct access to 3,539,722 instruments worldwide., Supercharts with multi-chart layouts, custom intervals (incl. seconds and range bars), and more charts-per-tab on higher tiers (up to 16 on Ultimate)., Technical analysis toolkit with 400+ built-in indicators/strategies, 100,000+ community-powered indicators, 110+ smart drawing tools, Volume Profile, Time Price Opportunity, Volume Footprint, Volume Candles and auto chart patterns., and Cloud-based alerts (price/drawings/Pine scripts) with delivery via browser/email/apps/webhooks; Premium & Ultimate support open-ended (non-expiring) alerts.
Similarity score 1068Category overlap: 20%
Shared coverage
PortfolioData VisualizationsBroker Connectors
Assets: Stocks, Bonds, and ETFs
Experience: Intermediate and Advanced
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- Marketlog keeps a free tier, so you can replicate Addepar workflows without upgrading.
- Expands into Watchlist, Investor Holdings, and Risk Metrics coverage beyond what Addepar offers.
- Standout features include All-in-one portfolio tracker for stocks/equities, ETFs, options, bonds, funds, currencies/forex, crypto, and indices, available through the Marketlog web app and iOS/Android mobile apps., Manual and automated portfolio tracking: users can enter transactions manually or connect supported brokerage/bank accounts through Marketlog's data provider; connected portfolios are usually fetched end-of-day and updated with live market data during market hours., and Broker and bank connectivity for 2,000+ supported institutions; popular examples shown publicly include Fidelity, E*TRADE from Morgan Stanley, Vanguard, Schwab, Interactive Brokers, and Robinhood..
- Pair it with Addepar if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: Watchlist, Investor Holdings, Risk Metrics, and Monte Carlo
Standout features: All-in-one portfolio tracker for stocks/equities, ETFs, options, bonds, funds, currencies/forex, crypto, and indices, available through the Marketlog web app and iOS/Android mobile apps., Manual and automated portfolio tracking: users can enter transactions manually or connect supported brokerage/bank accounts through Marketlog's data provider; connected portfolios are usually fetched end-of-day and updated with live market data during market hours., Broker and bank connectivity for 2,000+ supported institutions; popular examples shown publicly include Fidelity, E*TRADE from Morgan Stanley, Vanguard, Schwab, Interactive Brokers, and Robinhood., and Portfolio analytics include gains, drawdowns, returns over different periods, diversification, goals, target allocation, benchmarking, statistics, and daily/weekly portfolio email updates.
Similarity score 1060Category overlap: 80%
Shared coverage
PortfolioData VisualizationsAPIs & SDKsBroker Connectors
Assets: Stocks, ETFs, and Currencies
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Tradervue keeps a free tier, so you can replicate Addepar workflows without upgrading.
- Expands into Risk Metrics coverage beyond what Addepar offers.
- Standout features include Auto-generated trade charts with entries and exits, viewable across multiple timeframes down to one minute., TradingView-powered charting with drawing tools, studies, and symbol comparisons (Silver/Gold)., and Supports stocks, ETFs, futures, forex, and options (options enabled on paid tiers)..
- Pair it with Addepar if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: Risk Metrics
Standout features: Auto-generated trade charts with entries and exits, viewable across multiple timeframes down to one minute., TradingView-powered charting with drawing tools, studies, and symbol comparisons (Silver/Gold)., Supports stocks, ETFs, futures, forex, and options (options enabled on paid tiers)., and Import trades via CSV/XLSX templates or Broker Sync integrations with daily/near real-time updates; current third-party checks continue to report broad broker coverage, with some automatic sync features concentrated in Gold.
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
Portfolio×18APIs & SDKs×14Broker Connectors×13Data APIs×12Data Visualizations×12Client & Investor Reporting×7Client Portal & Mobile App×6Model Portfolios & Sleeves×6
New angles introduced
Categories the alternatives add beyond Addepar.
Screeners+11Watchlist+11Alerts+9Blogs+9Risk Metrics+9Financials+8News+8AI+7
Access & Pricing
Free options
14/20
14 picks introduce a free tier you can start with.
Mobile ready
16/20
16 matches support mobile alongside Addepar.
API availability
13/20
13 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
6 starred / 7 tested
6 tools are flagged as analyst picks; 7 have been hands-on tested.
Avg. coverage overlap
42%
Average percentage of categories shared with the base tool.
Frequently Asked Questions
What are the best alternatives to Addepar?
Addepar users most often consider Orion Advisor Tech, Envestnet Wealth Management Platform, and Masttro as their go-to alternatives.
Which alternatives keep a free tier?
Sharesight, Koyfin, GuruFocus, Interactive Brokers (IBKR), PortfoliosLab, TipRanks, Charles Schwab, Portfolio123, Investing.com, OpenBB, Portseido, TradingView, Marketlog, and Tradervue offer a free plan or trial option, making them easy to test before committing to a paid subscription.
Which workflows do the top Addepar alternatives cover?
Expect deep coverage across Alternatives / Capital Calls & Distributions, APIs & SDKs, Broker Connectors, Client & Investor Reporting, Client Portal & Mobile App, Data APIs, Data Visualizations, Fee Billing & Invoicing, Householding & Multi-Entity, Model Portfolios & Sleeves, Portfolio, Portfolio Accounting / Book of Record, Rebalancing & Trading, Tax Lots / Lot Optimization, and Wealth Management, so you can port most Addepar workflows without much friction.
Information
About Me
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Find me here:
- Twitter / X: @Jera_Value
- Website: Jera Value
Got questions or suggestions? I'm all ears!
Missing a Tool?
Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!
OR
Starred Tools
These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
Tested Tools
These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.