TradingView is the closest drop-in replacement with overlapping coverage in Portfolio, Data Visualizations, and APIs & SDKs while adding Screeners and ETF Screeners coverage, Advanced multi‑asset charting with 20+ chart types, minute‑ and second‑level history, 400+ built‑in indicators, 100K+ community indicators, and 110+ smart drawing tools across web, desktop, and mobile. and Comprehensive technical toolset including volume profile and footprint, candlestick pattern recognition, auto chart patterns, Seasonals, and intraday charts based on custom spread formulas. features, and a free tier (category overlap ~27%).
VOL. XCIV, NO. 247
★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★
PRICE: 5 CENTS
Wednesday, December 10, 2025
Programmatic picks
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.
View free alternativesQuick takeaways
Budget-conscious? Try TradingView, PortfoliosLab, Portfolio123, Sharesight, Koyfin, OpenBB, Tradervue, Fiscal.ai, FINVIZ, BizToc, GuruFocus, Yahoo Finance, ETF Insider, SEC EDGAR - Company Filings (Full‑Text Search & Search Filings), StockCharts, EODHD (EOD Historical Data), Alpha Vantage, and Investing.com to get started without a paid plan.
Round out your stack with new coverage areas like Screeners, ETF Screeners, Options & Derivatives, and Quant.
Addepar still leads on Wealth Management, Portfolio Accounting / Book of Record, Client & Investor Reporting, Alternatives / Capital Calls & Distributions, Householding & Multi-Entity, Client Portal & Mobile App, Fee Billing & Invoicing, Rebalancing & Trading, Model Portfolios & Sleeves, and Tax Lots / Lot Optimization, so keep it handy for those workflows.
Similarity score 1293Category overlap: 27%
Shared coverage
PortfolioData VisualizationsAPIs & SDKsBroker 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 Screeners, ETF Screeners, and Options & Derivatives coverage beyond what Addepar offers.
- Standout features include Advanced multi‑asset charting with 20+ chart types, minute‑ and second‑level history, 400+ built‑in indicators, 100K+ community indicators, and 110+ smart drawing tools across web, desktop, and mobile., Comprehensive technical toolset including volume profile and footprint, candlestick pattern recognition, auto chart patterns, Seasonals, and intraday charts based on custom spread formulas., and Cloud‑based alerts for prices, indicators, strategies, drawings, and watchlists, with multi‑condition logic, second‑based triggers, and delivery via browser pop‑ups, email, TradingView apps, and webhooks..
- Pair it with Addepar if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: Screeners, ETF Screeners, Options & Derivatives, and Quant
Standout features: Advanced multi‑asset charting with 20+ chart types, minute‑ and second‑level history, 400+ built‑in indicators, 100K+ community indicators, and 110+ smart drawing tools across web, desktop, and mobile., Comprehensive technical toolset including volume profile and footprint, candlestick pattern recognition, auto chart patterns, Seasonals, and intraday charts based on custom spread formulas., Cloud‑based alerts for prices, indicators, strategies, drawings, and watchlists, with multi‑condition logic, second‑based triggers, and delivery via browser pop‑ups, email, TradingView apps, and webhooks., and Global multi‑asset screeners (stocks, ETFs, bonds, crypto coins, CEX and DEX pairs) with 400+ filter fields, multiple timeframes, auto‑refresh, and data export for external analysis.
Similarity score 1145Category overlap: 29%
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 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 (VaR/ES/Drawdown)
Standout features: Portfolio and instrument analytics suite with 20+ tools for performance, risk 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 1145Category overlap: 33%
Shared coverage
PortfolioData VisualizationsData APIsAPIs & SDKsBroker Connectors
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- Expands into Screeners, Stock Comparison, and ETF Comparison coverage beyond what Addepar offers.
- Standout features include Research workspace with Fundamental Charts, robust screeners, comp tables, scatter plots, scenario tools, and Quickflows to speed common tasks., Portfolio analytics for model and client accounts: optimizer and rebalancing (daily through annual), correlation matrices, attribution and transition analysis, drift/overlap checks, and exposure breakdowns., and Broad data coverage: U.S. and Canadian equities, ETFs and CEFs, plus mutual funds and SMAs as add-ons; 4,000+ fundamental metrics, S&P Global analyst estimates, MSCI ESG datasets, and a large set of macro indicators..
- Pair it with Addepar if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: Screeners, Stock Comparison, ETF Comparison, and Watchlist
Standout features: Research workspace with Fundamental Charts, robust screeners, comp tables, scatter plots, scenario tools, and Quickflows to speed common tasks., Portfolio analytics for model and client accounts: optimizer and rebalancing (daily through annual), correlation matrices, attribution and transition analysis, drift/overlap checks, and exposure breakdowns., Broad data coverage: U.S. and Canadian equities, ETFs and CEFs, plus mutual funds and SMAs as add-ons; 4,000+ fundamental metrics, S&P Global analyst estimates, MSCI ESG datasets, and a large set of macro indicators., and Monitoring built in: dashboards, watchlists, alerts, and a live news feed (MT Newswires). Intraday quotes update on a short delay (~90–120 seconds).
Similarity score 1131Category overlap: 23%
Shared coverage
PortfolioData APIsAPIs & SDKs
Assets: Stocks, Bonds, and ETFs
Experience: Intermediate and Advanced
Platforms: Web, Mobile, and API
Why investors switch
- Expands into Brokerage, Paper Trading, and Advanced Order Types coverage beyond what Addepar offers.
- Standout features include Single universal account providing access to around 160 markets across 36 countries and 28 currencies., More than 100 order types and algos, including Bracket, OCO, and OCA, with either SMART routing or direct exchange routing., and Market depth (Level II) and full order book views via Trader Workstation (TWS)..
- Pair it with Addepar if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: Brokerage, Paper Trading, Advanced Order Types, and Smart/Direct Routing
Standout features: Single universal account providing access to around 160 markets across 36 countries and 28 currencies., More than 100 order types and algos, including Bracket, OCO, and OCA, with either SMART routing or direct exchange routing., Market depth (Level II) and full order book views via Trader Workstation (TWS)., and Advanced options analytics with Greeks, implied volatility curves, and a 3D volatility surface viewer.
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 Watchlist
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 factors and plug them into ranking systems and strategies alongside traditional factors, with supporting API endpoints.
Similarity score 1099Category overlap: 27%
Shared coverage
PortfolioAPIs & SDKsBroker Connectors
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 Watchlist, Performance Attribution, and Risk Metrics (VaR/ES/Drawdown) coverage beyond what Addepar offers.
- Standout features include Track stocks, ETFs, funds, some listed bonds, crypto, FX, property & other custom assets in one portfolio view., Coverage across 60+ exchanges; US & LSE quotes typically 15‑minute delayed; ASX/NZX 20‑minute delayed; many other markets EOD., and Automatic dividends, distributions, DRP/DRIP (when data available), splits, consolidations, and other corporate actions..
- Pair it with Addepar if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: Watchlist, Performance Attribution, Risk Metrics (VaR/ES/Drawdown), and Downloadable Tax Reports
Standout features: Track stocks, ETFs, funds, some listed bonds, crypto, FX, property & other custom assets in one portfolio view., Coverage across 60+ exchanges; US & LSE quotes typically 15‑minute delayed; ASX/NZX 20‑minute delayed; many other markets EOD., Automatic dividends, distributions, DRP/DRIP (when data available), splits, consolidations, and other corporate actions., and Performance reports with component returns (capital, dividends, FX), contribution analysis (by holding, sector, country, groups), and drawdown risk (MDD/RoMaD).
Similarity score 1067Category overlap: 13%
Shared coverage
PortfolioData 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 Stock Comparison coverage beyond what Addepar offers.
- Standout features include Global multi‑asset data terminal covering equities, ETFs, mutual funds, indices, government bond yields, FX, commodities, cryptocurrencies, news, transcripts and global economics in one interface, with financials, margins, consensus estimates and valuation ratios for all global stocks., Combination of live, 15‑minute delayed and end‑of‑day pricing: live/15‑minute delayed US equities & ETFs, 15‑minute delayed Canadian equities, end‑of‑day prices for other equity markets, live FX for ~60 pairs and bitcoin, plus live bond yields for 45 countries and yield curves for 20 countries., and Customizable watchlists, dashboards and macro dashboards with table views, historical graphs and scatter charts so you can monitor price, valuation, technicals, news and macro series in a single workspace..
- Pair it with Addepar if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: Screeners, ETF Screeners, Stock Comparison, and Money Flow
Standout features: Global multi‑asset data terminal covering equities, ETFs, mutual funds, indices, government bond yields, FX, commodities, cryptocurrencies, news, transcripts and global economics in one interface, with financials, margins, consensus estimates and valuation ratios for all global stocks., Combination of live, 15‑minute delayed and end‑of‑day pricing: live/15‑minute delayed US equities & ETFs, 15‑minute delayed Canadian equities, end‑of‑day prices for other equity markets, live FX for ~60 pairs and bitcoin, plus live bond yields for 45 countries and yield curves for 20 countries., Customizable watchlists, dashboards and macro dashboards with table views, historical graphs and scatter charts so you can monitor price, valuation, technicals, news and macro series in a single workspace., and Equity, ETF and mutual fund screeners with thousands of filter criteria, percentile ranks, description search operators and saved “My Screens” views for repeatable idea generation.
Similarity score 1062Category overlap: 20%
Shared coverage
Data VisualizationsData APIsAPIs & SDKs
Assets: Stocks, Bonds, and ETFs
Experience: Intermediate and Advanced
Platforms: Web 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 News coverage beyond what Addepar offers.
- Standout features include REST API and Python client with JSON-serializable endpoints; local API deployment supported., Wide coverage across equities, ETFs, options, fixed income, macroeconomics, news, transcripts, and regulatory filings., and Command-line interface (successor to the legacy OpenBB Terminal) plus Python workflows..
- 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, News, and IPO
Standout features: REST API and Python client with JSON-serializable endpoints; local API deployment supported., Wide coverage across equities, ETFs, options, fixed income, macroeconomics, news, transcripts, and regulatory filings., Command-line interface (successor to the legacy OpenBB Terminal) plus Python workflows., and Workspace dashboards and apps with customizable widgets; unlimited dashboards on the Community tier.
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 (VaR/ES/Drawdown) 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 (VaR/ES/Drawdown)
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.
Similarity score 1047Category 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
- Fiscal.ai keeps a free tier, so you can replicate Addepar workflows without upgrading.
- Expands into Screeners, Stock Comparison, and Watchlist coverage beyond what Addepar offers.
- Standout features include Modern web-based research terminal with dashboards, customizable watchlists, portfolio stats, and fundamental charting for 100,000+ global stocks, ETFs, and funds., Deep fundamental coverage: 10–20+ years of annual and 6–40+ quarters of quarterly financials by plan, with ratios, common-size statements, and adjusted metrics., and Rich segment & KPI database across ~2,300 large-cap names, including company-specific business KPIs that are hard to aggregate manually..
- Pair it with Addepar if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: Screeners, Stock Comparison, Watchlist, and Investor Holdings
Standout features: Modern web-based research terminal with dashboards, customizable watchlists, portfolio stats, and fundamental charting for 100,000+ global stocks, ETFs, and funds., Deep fundamental coverage: 10–20+ years of annual and 6–40+ quarters of quarterly financials by plan, with ratios, common-size statements, and adjusted metrics., Rich segment & KPI database across ~2,300 large-cap names, including company-specific business KPIs that are hard to aggregate manually., and AI Copilot for conversational research, capable of summarizing earnings, screening for ideas, comparing peers, and explaining drivers with citations back to sources.
Similarity score 1024Category overlap: 20%
Shared coverage
PortfolioData VisualizationsData APIs
Assets: Stocks, ETFs, and Currencies
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- FINVIZ keeps a free tier, so you can replicate Addepar workflows without upgrading.
- Expands into Screeners, Watchlist, and Backtesting coverage beyond what Addepar offers.
- Standout features include Coverage focused on U.S. equities (NYSE, Nasdaq, Amex). Free data delayed 15–20 minutes; Elite adds real-time plus pre- and after-hours trading sessions., Stock screener supports both fundamental and technical filters. Elite expands functionality with 20+ additional filters and raises saved presets from 50 to 200., and Visualization tools include Heat Maps and Groups, with real-time updates for Elite users..
- Pair it with Addepar if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: Screeners, Watchlist, Backtesting, and News
Standout features: Coverage focused on U.S. equities (NYSE, Nasdaq, Amex). Free data delayed 15–20 minutes; Elite adds real-time plus pre- and after-hours trading sessions., Stock screener supports both fundamental and technical filters. Elite expands functionality with 20+ additional filters and raises saved presets from 50 to 200., Visualization tools include Heat Maps and Groups, with real-time updates for Elite users., and Portfolio and watchlist management with email and push alerts for price changes, news, ratings, insider activity, and SEC filings. Elite increases limits to 100 portfolios and 500 tickers per portfolio.
Similarity score 1016Category overlap: 50%
Shared coverage
Data APIsAPIs & SDKs
Assets: Stocks, Bonds, and ETFs
Experience: Intermediate and Advanced
Platforms: Web, Mobile, and API
Pricing: Subscription
Why investors switch
- BizToc keeps a free tier, so you can replicate Addepar workflows without upgrading.
- Expands into News and Reddit coverage beyond what Addepar offers.
- Standout features include ‘Wire’ page: real‑time, chronological feed from ~top 100 U.S. business sites., Homepage hubs for major publishers plus ‘Reddit Trending’, ‘X Trends’, and movers blocks., and ‘Imagery’ (NewsWall): latest business news in pictures..
- Pair it with Addepar if you still need Wealth Management, Portfolio, and Portfolio Accounting / Book of Record.
Adds coverage: News and Reddit
Standout features: ‘Wire’ page: real‑time, chronological feed from ~top 100 U.S. business sites., Homepage hubs for major publishers plus ‘Reddit Trending’, ‘X Trends’, and movers blocks., ‘Imagery’ (NewsWall): latest business news in pictures., and Customization: dark mode and configurable news grid; site‑wide search.
Similarity score 998Category overlap: 20%
Shared coverage
PortfolioData VisualizationsData APIs
Assets: Stocks, ETFs, and Mutual Funds
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 Screeners, Stock Ideas, and Stock Comparison coverage beyond what Addepar offers.
- Standout features include Global value-investing research platform covering ~100,000 stocks in ~100 markets plus 8,000+ institutional investors and 15,000+ mutual funds holdings, designed to provide historical financial and valuation data for long-term investors., All-in-One Screener offers 500+ fundamental, valuation, profitability, growth, dividend, guru and insider filters, supports custom filters/formulas and screening by regions, countries, exchanges and user portfolios., and Stock pages combine up to 30-year financial statements, valuation ratios, proprietary GF Score (quality, value, growth, momentum and GF value), dividend data, ownership, operating/segment metrics, filings, transcripts, PDF reports and downloadable charts/tables..
- Pair it with Addepar if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: Screeners, Stock Ideas, Stock Comparison, and Investor Holdings
Standout features: Global value-investing research platform covering ~100,000 stocks in ~100 markets plus 8,000+ institutional investors and 15,000+ mutual funds holdings, designed to provide historical financial and valuation data for long-term investors., All-in-One Screener offers 500+ fundamental, valuation, profitability, growth, dividend, guru and insider filters, supports custom filters/formulas and screening by regions, countries, exchanges and user portfolios., Stock pages combine up to 30-year financial statements, valuation ratios, proprietary GF Score (quality, value, growth, momentum and GF value), dividend data, ownership, operating/segment metrics, filings, transcripts, PDF reports and downloadable charts/tables., and Guru and institutional tools track portfolios and trades of thousands of investors, including real-time guru picks, 13F and 13D/13G data for all institutional investors (PremiumPlus+), mutual fund holdings, sector/geographic trends, ETF and options holdings.
Similarity score 993Category overlap: 13%
Shared coverage
PortfolioData Visualizations
Assets: Stocks, Bonds, and ETFs
Experience: Intermediate and Advanced
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- Yahoo Finance keeps a free tier, so you can replicate Addepar workflows without upgrading.
- Expands into Screeners, Watchlist, and News coverage beyond what Addepar offers.
- Standout features include Free plan with optional Silver and Gold subscriptions that unlock advanced features and research., Historical price downloads in CSV format are gated to Gold; portfolio and watchlist exports remain free., and Coverage spans 100+ exchanges worldwide, with clear labeling of real-time versus delayed data..
- Pair it with Addepar if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: Screeners, Watchlist, News, and Alerts
Standout features: Free plan with optional Silver and Gold subscriptions that unlock advanced features and research., Historical price downloads in CSV format are gated to Gold; portfolio and watchlist exports remain free., Coverage spans 100+ exchanges worldwide, with clear labeling of real-time versus delayed data., and Interactive full-screen charts with dozens of technical indicators and extended-hours toggles.
Similarity score 987Category overlap: 29%
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
- ETF Insider keeps a free tier, so you can replicate Addepar workflows without upgrading.
- Expands into ETF Screeners, Screeners, and Factor Exposure coverage beyond what Addepar offers.
- Standout features include Interactive web app that visualizes portfolios from the perspective of their underlying assets using a central network diagram and portfolio/assets tabs for drill‑downs., Supports ETFs, mutual funds and stocks as input assets, with full look‑through to all underlying holdings and tools to understand overlap, sector, geographic and market‑cap concentration., and Risk and efficiency analytics including portfolio standard deviation, beta, diversification labels, fund overlap metrics and efficient‑frontier / Sharpe‑ratio views versus major benchmarks..
- Pair it with Addepar if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: ETF Screeners, Screeners, Factor Exposure, and Risk Metrics (VaR/ES/Drawdown)
Standout features: Interactive web app that visualizes portfolios from the perspective of their underlying assets using a central network diagram and portfolio/assets tabs for drill‑downs., Supports ETFs, mutual funds and stocks as input assets, with full look‑through to all underlying holdings and tools to understand overlap, sector, geographic and market‑cap concentration., Risk and efficiency analytics including portfolio standard deviation, beta, diversification labels, fund overlap metrics and efficient‑frontier / Sharpe‑ratio views versus major benchmarks., and ETF and mutual fund screener that filters products by asset class, geography, theme, provider and sector, alongside performance and information panels.
#16 Alternative
Analyst PickHands-on TestedFree Tier
Similarity score 985Category overlap: 18%
Shared coverage
Data APIsAPIs & SDKs
Assets: Stocks, Bonds, and ETFs
Experience: Intermediate and Advanced
Platforms: Web and API
Why investors switch
- SEC EDGAR - Company Filings (Full‑Text Search & Search Filings) keeps a free tier, so you can replicate Addepar workflows without upgrading.
- Expands into Regulatory Filings Monitoring, IPO, and Secondary Offerings coverage beyond what Addepar offers.
- Standout features include Full‑Text Search (since 2001) with fielded filters: word/phrase, company/ticker/CIK/person, filing category/types, filed date ranges, ‘principal executive offices in’ and ‘incorporated in’., ‘Latest Filings’ list shows filings as they are submitted (with RSS for any filter; ownership Forms 3/4/5 can be included/excluded/only)., and Company Search with ‘more search options’, plus dedicated searches for Mutual Funds (prospectuses/proxy voting) and Variable Insurance Products..
- Pair it with Addepar if you still need Wealth Management, Portfolio, and Portfolio Accounting / Book of Record.
Adds coverage: Regulatory Filings Monitoring, IPO, Secondary Offerings, and Insider Data
Standout features: Full‑Text Search (since 2001) with fielded filters: word/phrase, company/ticker/CIK/person, filing category/types, filed date ranges, ‘principal executive offices in’ and ‘incorporated in’., ‘Latest Filings’ list shows filings as they are submitted (with RSS for any filter; ownership Forms 3/4/5 can be included/excluded/only)., Company Search with ‘more search options’, plus dedicated searches for Mutual Funds (prospectuses/proxy voting) and Variable Insurance Products., and CIK Lookup & helper datasets (company_tickers*.json) to map tickers↔CIK (company/fund/series/class).
Similarity score 953Category overlap: 33%
Shared coverage
PortfolioData VisualizationsBroker Connectors
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- StockCharts keeps a free tier, so you can replicate Addepar workflows without upgrading.
- Expands into Screeners, Alerts, and Watchlist coverage beyond what Addepar offers.
- Standout features include Tiered pricing: Basic $19.95, Extra $29.95, PRO $49.95. Limits scale by tier (ChartLists: 1/250/500; Custom Scans: 1/200/500; Scheduled Scans: 0/10/25; Price Alerts: 2/200/500; Advanced Alerts: 1/100/250). Auto-refresh every 15s (Basic/Extra) or 5s (PRO)., Real-time data: free US BATS quotes; official real-time add-ons available for NYSE, NASDAQ, TSX/TSX-V, and LSE. Other markets are 15-minute delayed., and Advanced Scan Workbench with custom syntax for daily, weekly, and monthly scans (no intraday scans)..
- Pair it with Addepar if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: Screeners, Alerts, Watchlist, and Calendar
Standout features: Tiered pricing: Basic $19.95, Extra $29.95, PRO $49.95. Limits scale by tier (ChartLists: 1/250/500; Custom Scans: 1/200/500; Scheduled Scans: 0/10/25; Price Alerts: 2/200/500; Advanced Alerts: 1/100/250). Auto-refresh every 15s (Basic/Extra) or 5s (PRO)., Real-time data: free US BATS quotes; official real-time add-ons available for NYSE, NASDAQ, TSX/TSX-V, and LSE. Other markets are 15-minute delayed., Advanced Scan Workbench with custom syntax for daily, weekly, and monthly scans (no intraday scans)., and Price and advanced alerts deliver via email, SMS, and in-platform notifications. The alert engine checks conditions every 3–5 minutes during market hours.
Similarity score 941Category overlap: 13%
Shared coverage
Data APIsAPIs & SDKs
Assets: Stocks, Bonds, and ETFs
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- EODHD (EOD Historical Data) keeps a free tier, so you can replicate Addepar workflows without upgrading.
- Expands into News, News Sentiment, and Analyst Forecasts coverage beyond what Addepar offers.
- Standout features include End-of-day OHLCV data via API with daily, weekly, and monthly series, fully adjusted for splits and dividends. JSON and CSV supported., Intraday historical prices available at 1-minute, 5-minute, and 1-hour intervals., and Delayed live quotes: 15–20 minute delay for stocks, 1-minute delay for FX; supports multi-ticker queries..
- Pair it with Addepar if you still need Wealth Management, Portfolio, and Portfolio Accounting / Book of Record.
Adds coverage: News, News Sentiment, Analyst Forecasts, and Dividends
Standout features: End-of-day OHLCV data via API with daily, weekly, and monthly series, fully adjusted for splits and dividends. JSON and CSV supported., Intraday historical prices available at 1-minute, 5-minute, and 1-hour intervals., Delayed live quotes: 15–20 minute delay for stocks, 1-minute delay for FX; supports multi-ticker queries., and Real-time WebSocket streaming (<50 ms latency) for US equities, forex, and crypto, with up to 50 simultaneous tickers and pre/post-market support.
Similarity score 927Category overlap: 13%
Shared coverage
Data APIsAPIs & SDKs
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- Alpha Vantage keeps a free tier, so you can replicate Addepar workflows without upgrading.
- Expands into News, News Sentiment, and Market Sentiment coverage beyond what Addepar offers.
- Standout features include Cloud-native REST APIs for realtime and historical financial data across global stocks, ETFs, mutual funds, FX, cryptocurrencies, commodities, technical indicators and macroeconomic indicators in a single unified portfolio of endpoints., Global equity time series APIs (daily, weekly, monthly and intraday 1–60 minute bars) with 20+ years of history, optional split/dividend-adjusted prices, and support for extended trading hours where available., and US options data APIs providing realtime and historical option chains with 15+ years of history, full market/volume coverage, and optional Greeks and implied volatility fields in JSON or CSV..
- Pair it with Addepar if you still need Wealth Management, Portfolio, and Portfolio Accounting / Book of Record.
Adds coverage: News, News Sentiment, Market Sentiment, and Calendar
Standout features: Cloud-native REST APIs for realtime and historical financial data across global stocks, ETFs, mutual funds, FX, cryptocurrencies, commodities, technical indicators and macroeconomic indicators in a single unified portfolio of endpoints., Global equity time series APIs (daily, weekly, monthly and intraday 1–60 minute bars) with 20+ years of history, optional split/dividend-adjusted prices, and support for extended trading hours where available., US options data APIs providing realtime and historical option chains with 15+ years of history, full market/volume coverage, and optional Greeks and implied volatility fields in JSON or CSV., and Fundamental data suite covering company overview, income statement, balance sheet, cash flow, dividends, splits, shares outstanding, ETF profile & holdings, listing/delisting status, earnings history, earnings estimates, and earnings/IPO calendars.
Similarity score 911Category overlap: 7%
Shared coverage
Portfolio
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 Screeners, ETF Screeners, and Watchlist coverage beyond what Addepar offers.
- Standout features include Global multi‑asset coverage with quotes and interactive charts for stocks, ETFs, mutual funds, bonds, commodities, FX, crypto, futures and options across hundreds of exchanges., Extensive calendars for economic data, central‑bank decisions, earnings, dividends, splits, IPOs and options expirations, all with configurable email / push alerts and timezone filters., and Portfolio and watchlist tools with P&L, performance charts, CSV import/export and sync between web and mobile apps..
- Pair it with Addepar if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: Screeners, ETF Screeners, Watchlist, and News
Standout features: Global multi‑asset coverage with quotes and interactive charts for stocks, ETFs, mutual funds, bonds, commodities, FX, crypto, futures and options across hundreds of exchanges., Extensive calendars for economic data, central‑bank decisions, earnings, dividends, splits, IPOs and options expirations, all with configurable email / push alerts and timezone filters., Portfolio and watchlist tools with P&L, performance charts, CSV import/export and sync between web and mobile apps., and Free stock screener plus InvestingPro+ ‘professional’ screener with 1,200+ metrics, AI‑powered filters, saved screens and data export.
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
Portfolio×15APIs & SDKs×14Data APIs×13Data Visualizations×13Broker Connectors×6
New angles introduced
Categories the alternatives add beyond Addepar.
News+13Financials+12Screeners+12Watchlist+12ETF Overview+11Alerts+10ETF Holdings+10Dividends+9
Access & Pricing
Free options
18/20
18 picks introduce a free tier you can start with.
Mobile ready
9/20
9 matches support mobile alongside Addepar.
API availability
14/20
14 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
10 starred / 14 tested
10 tools are flagged as analyst picks; 14 have been hands-on tested.
Avg. coverage overlap
26%
Average percentage of categories shared with the base tool.
Frequently Asked Questions
What are the best alternatives to Addepar?
Addepar users most often consider TradingView, PortfoliosLab, and YCharts as their go-to alternatives.
Which alternatives keep a free tier?
TradingView, PortfoliosLab, Portfolio123, Sharesight, Koyfin, OpenBB, Tradervue, Fiscal.ai, FINVIZ, BizToc, GuruFocus, Yahoo Finance, ETF Insider, SEC EDGAR - Company Filings (Full‑Text Search & Search Filings), StockCharts, EODHD (EOD Historical Data), Alpha Vantage, and Investing.com 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 APIs & SDKs, Broker Connectors, Data APIs, Data Visualizations, and Portfolio, so you can port most Addepar workflows without much friction.
Where does Addepar still stand out?
Addepar remains the go-to for Wealth Management, Portfolio Accounting / Book of Record, Client & Investor Reporting, Alternatives / Capital Calls & Distributions, Householding & Multi-Entity, Client Portal & Mobile App, Fee Billing & Invoicing, Rebalancing & Trading, Model Portfolios & Sleeves, and Tax Lots / Lot Optimization, which the current alternatives do not fully replicate.
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
- Substack: 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.