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Addepar Alternatives & Competitors

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Replacement verdicts

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Alternatives to Addepar

Curated replacements grouped by fit, tradeoffs, pricing flexibility, and platform access. Use this list to decide which Addepar competitor is worth testing first.

Looking for a Addepar replacement? We've profiled 20 alternatives by workflow fit, pricing flexibility, caveats, and platform access. Whether you need a free option to trial, mobile-ready workflows, or API integrations, this list helps you choose what to test first.

Visit AddeparFree alternativesTool details

Disclosure: outbound links may include affiliate or sponsor links

Which Alternative Should You Use?

Envestnet Wealth Management Platform logo

Envestnet Wealth Management Platform

Closest replacement

Best for: RIAs, broker-dealers, banks, asset managers, and fintechs that need an enterprise wealth ecosystem across planning, proposal, trading, reporting, billing, data, and APIs.

  • Envestnet Wealth Management Platform best matches the base workflow on advisor client reporting, portfolio tracking, and portfolio analytics.
  • Envestnet Wealth Management Platform shares Other pricing with the base tool.

Watch for: Enterprise-only buying path: Pricing and entitlements are determined through sales engagement. There is no public self-serve price table.

Explore Envestnet platform
DetailsCompare
Sharesight logo

Sharesight

Best pricing fit

Best for: DIY investors needing global portfolio performance, dividend, currency, and tax reporting across brokers.

  • Sharesight best matches the base workflow on advisor client reporting, portfolio tracking, and portfolio analytics.
  • Sharesight adds a free starting point that the base tool does not show. Free access caveat: signup required and Free plan tracks one portfolio with up to 10 holdings..

Watch for: Free plan is capped at 10 holdings: The free tier is limited to one portfolio, 10 holdings, and one custom group.

Try Sharesight
DetailsCompare
Koyfin logo

Koyfin

Quality-checked pick

Best for: Investors who want dashboards, charts, screeners, portfolios, news, and alerts in a web and mobile workspace.

  • Koyfin best matches the base workflow on advisor client reporting, portfolio tracking, and portfolio analytics.
  • Koyfin adds a free starting point that the base tool does not show. Free access caveat: signup required and Free plan includes limited watchlists, screens, dashboards, alerts, portfolios, financials, and estimates history..

Watch for: No public API: Koyfin does not provide user-facing data access through an API.

View Koyfin pricing
DetailsCompare
Masttro logo

Masttro

Strong runner-up

Best for: Single-family offices, multi-family offices, RIAs, private banks, and professional-services firms managing complex UHNW wealth.

  • Masttro best matches the base workflow on advisor client reporting, portfolio tracking, and portfolio analytics.
  • Masttro lists Subscription pricing, so compare the current plan against your existing setup.

Watch for: Not for self-directed retail: Masttro is scoped for UHNW families and professional wealth organizations, not casual portfolio tracking.

Request Masttro pricing
DetailsCompare

Detailed Alternatives

I want to

Our ranked order by workflow overlap and quality.

1
Envestnet Wealth Management Platform logo
Closest replacement

Envestnet Wealth Management Platform

Bottom line: RIAs, broker-dealers, banks, asset managers, and fintechs that need an enterprise wealth ecosystem across planning, proposal, trading, reporting, billing, data, and APIs.

Keep

  • Wealth Management
  • Portfolio
  • Advisor Operations
  • APIs & Data Feeds
  • Broker Connectors

Gain

  • Webhooks
  • The wealth management platform covers planning, proposals, 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.
  • The RIA suite includes planning, trading, reporting, proposal tools, CRM, a client portal, and billing.

Lose

  • Data Visualizations
  • Tax Lots / Lot Optimization
  • Web and data platform for wealth managers, family offices, private banks, and institutions. It aggregates public and private assets across more than 50 markets.
  • Global data and AI platform positioning, with public 2026 materials citing more than $9T in assets on the platform.
  • Customizable portfolio reporting and dashboards that combine asset classes and currencies, with drag-and-drop templates, firm-branded layouts, and visualizations for different stakeholder audiences.[1,15]

Watch out

  • Avoid as a full replacement if you rely on long-term portfolio tracking, charting and technical analysis, and dividend research.
  • Free-plan limits: No public self-serve pricing, Commercial access requires sales engagement, and Final scope depends on platform modules, data/API needs, and firm implementation requirements.
  • Enterprise-only buying path: Pricing and entitlements are determined through sales engagement. There is no public self-serve price table.
Price
AddeparContact for pricing
Envestnet Wealth Management PlatformContact for pricing
Free tier
Paid only
Replacement
Drop-in replacement

Pricing checked 2026-08-23 via enterprise/contact.

Explore Envestnet platformCompare
Full review and details
2
Sharesight logo
Best pricing fit

Sharesight

Bottom line: DIY investors needing global portfolio performance, dividend, currency, and tax reporting across brokers.

Keep

  • Wealth Management
  • Portfolio
  • Advisor Operations
  • APIs & Data Feeds
  • Broker Connectors

Gain

  • Risk Metrics
  • Performance Attribution
  • Downloadable Tax Reports
  • Capital Gains Estimator

Lose

  • Data Visualizations
  • Tax Lots / Lot Optimization
  • Web and data platform for wealth managers, family offices, private banks, and institutions. It aggregates public and private assets across more than 50 markets.
  • Global data and AI platform positioning, with public 2026 materials citing more than $9T in assets on the platform.
  • Customizable portfolio reporting and dashboards that combine asset classes and currencies, with drag-and-drop templates, firm-branded layouts, and visualizations for different stakeholder audiences.[1,15]

Watch out

  • Avoid as a full replacement if you rely on broker-connected trading, market data API, and charting and technical analysis.
  • Free-plan limits: Signup required, Free plan tracks one portfolio with up to 10 holdings, and Advanced reports, more portfolios, unlimited holdings, and business workflows require paid plans.
  • Free plan is capped at 10 holdings: The free tier is limited to one portfolio, 10 holdings, and one custom group.
Price
AddeparContact for pricing
SharesightFree • Paid plans available
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

Try SharesightCompare
Full review and details
3
Masttro logo
Partial replacement

Masttro

Bottom line: Single-family offices, multi-family offices, RIAs, private banks, and professional-services firms managing complex UHNW wealth.

Keep

  • Wealth Management
  • Portfolio
  • Advisor Operations
  • APIs & Data Feeds
  • Broker Connectors

Gain

  • Custom Dashboards
  • Audit Trail / Supervision
  • 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 700+ proprietary custodian feeds (no screen scraping or third-party intermediaries), powering verified daily transaction and position data across bankable and non-bankable assets.

Lose

  • Data Visualizations
  • Tax Lots / Lot Optimization
  • Web and data platform for wealth managers, family offices, private banks, and institutions. It aggregates public and private assets across more than 50 markets.
  • Global data and AI platform positioning, with public 2026 materials citing more than $9T in assets on the platform.
  • Customizable portfolio reporting and dashboards that combine asset classes and currencies, with drag-and-drop templates, firm-branded layouts, and visualizations for different stakeholder audiences.[1,15]

Watch out

  • Avoid as a full replacement if you rely on broker-connected trading, charting and technical analysis, and dividend research.
  • Free-plan limits: Pricing is quote-based rather than self-serve, Official pricing model is fixed annual license, not AUM-based, and Evaluation normally requires a demo and scope discussion.
  • Not for self-directed retail: Masttro is scoped for UHNW families and professional wealth organizations, not casual portfolio tracking.
Price
AddeparContact for pricing
MasttroSubscription
Free tier
Paid only
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

Request Masttro pricingCompare
Full review and details
4
Orion Advisor Tech logo
Orion Advisor TechPartial replacement
4
Orion Advisor Tech logo
Partial replacement

Orion Advisor Tech

Bottom line: RIAs and wealth firms that want portfolio accounting, trading, CRM, planning, compliance, risk, and client portals in one advisor stack.

Keep

  • Advisor Operations
  • Tax Lots / Lot Optimization
  • APIs & Data Feeds
  • Broker Connectors

Gain

  • Risk Metrics
  • Scenario & Stress Tests
  • Monte Carlo
  • Webhooks

Lose

  • Wealth Management
  • Portfolio
  • Data Visualizations
  • Web and data platform for wealth managers, family offices, private banks, and institutions. It aggregates public and private assets across more than 50 markets.
  • Global data and AI platform positioning, with public 2026 materials citing more than $9T in assets on the platform.

Watch out

  • Avoid as a full replacement if you rely on market data API, long-term portfolio tracking, and charting and technical analysis.
  • Free-plan limits: No free self-serve product for investors, Public stack pages describe annual starting prices for advisor firms, and Final access and pricing depend on selected stack, modules, and sales process.
  • Advisor-firm product, not retail: Orion Advisor Tech is built for advisory firms and wealth businesses, not individual investors looking for a personal tracker.
Price
AddeparContact for pricing
Orion Advisor TechFrom $275/mo
Free tier
Paid only
Replacement
Partial replacement

Pricing checked 2026-08-23 via enterprise/contact.

View Orion StacksCompare
Full review and details
5
Koyfin logo
KoyfinQuality-checked pick
5
Koyfin logo
Quality-checked pick

Koyfin

Analyst pickTested by us

Bottom line: Investors who want dashboards, charts, screeners, portfolios, news, and alerts in a web and mobile workspace.

Keep

  • Portfolio
  • Advisor Operations
  • Data Visualizations

Gain

  • Screeners
  • ETF Screeners
  • Custom Dashboards
  • Correlation

Lose

  • Wealth Management
  • Tax Lots / Lot Optimization
  • APIs & Data Feeds
  • Broker Connectors
  • Web and data platform for wealth managers, family offices, private banks, and institutions. It aggregates public and private assets across more than 50 markets.

Watch out

  • Avoid as a full replacement if you rely on broker-connected trading, market data API, and long-term portfolio tracking.
  • Free-plan limits: Signup required, Free plan includes limited watchlists, screens, dashboards, alerts, portfolios, financials, and estimates history, and New accounts receive a seven-day trial and then downgrade to Free without a charge.
  • No public API: Koyfin does not provide user-facing data access through an API.
Price
AddeparContact for pricing
KoyfinFree • From $468/yr
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

View Koyfin pricingCompare
Full review and details
6
SS&C Black Diamond Wealth Solutions logo
SS&C Black Diamond Wealth SolutionsPartial replacement
6
SS&C Black Diamond Wealth Solutions logo
Partial replacement

SS&C Black Diamond Wealth Solutions

Bottom line: RIAs, broker-dealers, family offices, banks, and trusts that need portfolio accounting, reporting, billing, client portals, and modular wealth operations.

Keep

  • Portfolio
  • Advisor Operations
  • APIs & Data Feeds
  • Broker Connectors

Gain

  • Webhooks
  • Insider Compliance / Pre-clearance
  • Audit Trail / Supervision
  • Regulatory Filings Monitoring

Lose

  • Wealth Management
  • Data Visualizations
  • Tax Lots / Lot Optimization
  • Web and data platform for wealth managers, family offices, private banks, and institutions. It aggregates public and private assets across more than 50 markets.
  • Global data and AI platform positioning, with public 2026 materials citing more than $9T in assets on the platform.

Watch out

  • Avoid as a full replacement if you rely on long-term portfolio tracking, charting and technical analysis, and macro and fund research.
  • Free-plan limits: No public self-serve pricing, Commercial access requires sales engagement, and Final cost depends on selected platform modules and firm requirements.
  • Enterprise sales motion: Pricing is not self-serve and depends on firm size, modules, implementation, and relationship scope.
Price
AddeparContact for pricing
SS&C Black Diamond Wealth SolutionsContact for pricing
Free tier
Paid only
Replacement
Partial replacement

Pricing checked 2026-08-23 via enterprise/contact.

Contact Black DiamondCompare
Full review and details
7
Kubera logo
KuberaPartial replacement
7
Kubera logo
Partial replacement

Kubera

Bottom line: High-net-worth households, founders, expats, and advisors needing a global balance-sheet view across public, private, crypto, real estate, and other assets.

Keep

  • Portfolio
  • Advisor Operations
  • APIs & Data Feeds
  • Broker Connectors

Gain

  • Custom Dashboards
  • Blogs
  • Education
  • The net-worth dashboard connects global bank, brokerage, crypto, and other financial accounts through Plaid, Mastercard, MX, Yodlee, SnapTrade, Lean, Akahu, and Salt Edge. Users can also add assets manually.

Lose

  • Wealth Management
  • Data Visualizations
  • Tax Lots / Lot Optimization
  • Web and data platform for wealth managers, family offices, private banks, and institutions. It aggregates public and private assets across more than 50 markets.
  • Global data and AI platform positioning, with public 2026 materials citing more than $9T in assets on the platform.

Watch out

  • Avoid as a full replacement if you rely on broker-connected trading, charting and technical analysis, and dividend research.
  • Free-plan limits: Signup required, Trial-only access, and 14-day full trial before paid subscription.
  • No permanent free plan: Kubera is a paid product after the 14-day trial, so casual users looking for a free tracker should be sent elsewhere.
Price
AddeparContact for pricing
KuberaFrom $250/yr
Free tier
Free trial only
Replacement
Partial replacement

Pricing checked 2026-08-23 via support.

Start Kubera trialCompare
Full review and details
8
YCharts logo
YChartsPartial replacement
8
YCharts logo
Partial replacement

YCharts

Tested by us

Bottom line: Financial advisors and asset managers who need portfolio analytics, proposals, reports, and client-ready visuals.

Keep

  • Portfolio
  • Advisor Operations
  • Data Visualizations
  • Broker Connectors

Gain

  • Screeners
  • Stock Comparison
  • ETF Comparison
  • Watchlist

Lose

  • Wealth Management
  • Tax Lots / Lot Optimization
  • APIs & Data Feeds
  • Web and data platform for wealth managers, family offices, private banks, and institutions. It aggregates public and private assets across more than 50 markets.
  • Global data and AI platform positioning, with public 2026 materials citing more than $9T in assets on the platform.

Watch out

  • Avoid as a full replacement if you rely on broker-connected trading, market data API, and long-term portfolio tracking.
  • Free-plan limits: Signup required, Trial-only access, and Current public plans page is quote-led rather than self-serve.
  • Pricing is sales-led: The current plans page directs buyers to call or schedule a pricing conversation.
Price
AddeparContact for pricing
YChartsFrom $3000/yr
Free tier
Free trial only
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

Schedule YCharts conversationCompare
Full review and details
9
GuruFocus logo
GuruFocusPartial replacement
9
GuruFocus logo
Partial replacement

GuruFocus

Analyst pickTested by us

Bottom line: Value investors looking for long historical fundamentals, GF Score, GF Value, and guru/institutional holdings.

Keep

  • Portfolio
  • Data Visualizations
  • APIs & Data Feeds
  • Broker Connectors

Gain

  • Stock Ideas
  • Screeners
  • ETF Screeners
  • Top Analysts

Lose

  • Wealth Management
  • Advisor Operations
  • Tax Lots / Lot Optimization
  • Web and data platform for wealth managers, family offices, private banks, and institutions. It aggregates public and private assets across more than 50 markets.
  • Global data and AI platform positioning, with public 2026 materials citing more than $9T in assets on the platform.

Watch out

  • Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and broker-connected trading.
  • Free-plan limits: Signup required, A free account has limited access, and Free members have limited portfolio capacity.
  • Paid access is region and tier dependent: Annual paid memberships, region add-ons, API plans, and pay-as-you-go API credits.
Price
AddeparContact for pricing
GuruFocusFree • From $549/yr
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

Start GuruFocus trialCompare
Full review and details
10
Portseido logo
PortseidoPartial replacement
10
Portseido logo
Partial replacement

Portseido

Bottom line: Self-directed global investors looking for transaction-based performance, dividends, allocation, benchmarks, and custom assets across web and mobile.

Keep

  • Portfolio
  • Data Visualizations
  • Tax Lots / Lot Optimization
  • Broker Connectors

Gain

  • Performance Attribution
  • Risk Metrics
  • Dividends
  • Splits

Lose

  • Wealth Management
  • Advisor Operations
  • APIs & Data Feeds
  • Web and data platform for wealth managers, family offices, private banks, and institutions. It aggregates public and private assets across more than 50 markets.
  • Global data and AI platform positioning, with public 2026 materials citing more than $9T in assets on the platform.

Watch out

  • Avoid as a full replacement if you rely on advisor client reporting, broker-connected trading, and market data API.
  • Free-plan limits: Signup required, Free plan is available with portfolio and transaction limits, and Pro has a 14-day trial with no credit card required.
  • Free and Plus tiers have transaction caps: Free supports a small portfolio and Plus still caps total transactions. Heavier users need Pro.
Price
AddeparContact for pricing
PortseidoFree • From $8/yr
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

Try PortseidoCompare
Full review and details
11
TradingView logo
TradingViewPartial replacement
11
TradingView logo
Partial replacement

TradingView

Analyst pickTested by us

Bottom line: Traders and investors looking for charting, alerts, screeners, and market coverage across many asset classes.

Keep

  • Portfolio
  • Data Visualizations
  • Broker Connectors

Gain

  • Quant
  • Screeners
  • ETF Screeners
  • Stock Ideas

Lose

  • Wealth Management
  • Advisor Operations
  • Tax Lots / Lot Optimization
  • APIs & Data Feeds
  • Web and data platform for wealth managers, family offices, private banks, and institutions. It aggregates public and private assets across more than 50 markets.

Watch out

  • Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and market data API.
  • Free-plan limits: Signup required, Basic tier limits charts per tab, indicators, alerts, watchlists, and historical bars, and Some real-time exchange data is sold separately from platform plans.
  • Real-time market data can require add-ons: Optional real-time quote subscriptions and exchange-specific data fees.
Price
AddeparContact for pricing
TradingViewFree • From $12.95/mo
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

Open TradingViewCompare
Full review and details
12
Investing.com logo
Investing.comPartial replacement
12
Investing.com logo
Partial replacement

Investing.com

Analyst pickTested by us

Bottom line: Users looking for one free global market portal for quotes, charts, calendars, news, watchlists, and portfolio tracking.

Keep

  • Portfolio
  • Data Visualizations

Gain

  • Stock Ideas
  • Screeners
  • Stock Comparison
  • Options

Lose

  • Wealth Management
  • Advisor Operations
  • Tax Lots / Lot Optimization
  • APIs & Data Feeds
  • Broker Connectors

Watch out

  • Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and broker-connected trading.
  • Free-plan limits: Free access is ad-supported and does not include the full InvestingPro research layer, Free WarrenAI access is limited to 10 lifetime messages and requires an account; paid plans include 50 or 500 credits per month, and ProPicks, premium reports, and deeper datasets are plan-gated.
  • Not a broker or API product: Investing.com does not provide trade execution or a public API. Widgets and RSS are its public integration methods.
Price
AddeparContact for pricing
Investing.comFree • From $13.99/mo
Free tier
Free, no signup
Replacement
Partial replacement

Pricing checked 2026-08-05 via pricing.

View InvestingProCompare
Full review and details
13
TipRanks logo
TipRanksPartial replacement
13
TipRanks logo
Partial replacement

TipRanks

Analyst pickTested by us

Bottom line: Retail investors looking for analyst consensus, expert rankings, Smart Score, news sentiment, and stock ideas.

Keep

  • Portfolio
  • Data Visualizations
  • APIs & Data Feeds

Gain

  • Stock Ideas
  • Top Analysts
  • Screeners
  • ETF Screeners

Lose

  • Wealth Management
  • Advisor Operations
  • Tax Lots / Lot Optimization
  • Broker Connectors
  • Web and data platform for wealth managers, family offices, private banks, and institutions. It aggregates public and private assets across more than 50 markets.

Watch out

  • Avoid as a full replacement if you rely on advisor client reporting, broker-connected trading, and market data API.
  • Free-plan limits: Signup required, Free/Basic MCP OAuth quota is 10 tool calls per month, and Free API-key tier is limited to 10 requests per minute and 50 requests per month.
  • Best tools are paid: Premium and Ultimate gate Smart Portfolio, Smart Score, expert/insider/hedge-fund tools, exports, and higher MCP quotas.
Price
AddeparContact for pricing
TipRanksFree • From $29.95/mo
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

View TipRanks plansCompare
Full review and details
14
Interactive Brokers (IBKR) logo
Interactive Brokers (IBKR)Partial replacement
14
Interactive Brokers (IBKR) logo
Partial replacement

Interactive Brokers (IBKR)

Analyst pickTested by us

Bottom line: Active investors who need global multi-asset access, advanced orders, APIs, and volume-based commissions.

Keep

  • Portfolio
  • APIs & Data Feeds

Gain

  • Brokerage
  • Advanced Order Types
  • Smart/Direct Routing
  • Paper Trading

Lose

  • Wealth Management
  • Advisor Operations
  • Data Visualizations
  • Tax Lots / Lot Optimization
  • Broker Connectors

Watch out

  • Avoid as a full replacement if you rely on advisor client reporting, market data API, and long-term portfolio tracking.
  • Free-plan limits: Signup required, Brokerage account has no recurring platform fee in the profile, but trading commissions and add-on fees vary by product, and Real-time market data and Level II data generally require subscriptions.
  • Commission and market-data details vary by market: The record contains separate stock, ETF, options, futures, crypto, and market-data pricing notes by region and product.
Price
AddeparContact for pricing
Interactive Brokers (IBKR)Transaction-priced · Fees vary by offer and jurisdiction
Free tier
Paid only
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

Open IBKR accountCompare
Full review and details
15
Marketlog logo
MarketlogPartial replacement
15
Marketlog logo
Partial replacement

Marketlog

Bottom line: Retail investors who need manual or broker-connected portfolio tracking, dividends, goals, forecasts, benchmarks, and sharing.

Keep

  • Portfolio
  • Data Visualizations
  • Broker Connectors

Gain

  • Watchlist
  • Institutional Ownership
  • Risk Metrics
  • Monte Carlo

Lose

  • Wealth Management
  • Advisor Operations
  • Tax Lots / Lot Optimization
  • APIs & Data Feeds
  • Web and data platform for wealth managers, family offices, private banks, and institutions. It aggregates public and private assets across more than 50 markets.

Watch out

  • Avoid as a full replacement if you rely on advisor client reporting, market data API, and backtesting and quant research.
  • Free-plan limits: Signup required, Free supports unlimited portfolios, holdings, and transactions with manual tracking and 5 years of price history, and Plus costs $7.99 monthly or $6.67 per month billed yearly. Pro costs $17.99 monthly or $15 per month billed yearly.
  • Not a broker or adviser: Marketlog tracks and analyzes portfolios but does not execute trades, provide fiduciary advice, or act as an exchange.
Price
AddeparContact for pricing
MarketlogFree • From $79.99/yr
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via homepage.

Track portfolios with MarketlogCompare
Full review and details
16
Portfolio123 logo
Portfolio123Partial replacement
16
Portfolio123 logo
Partial replacement

Portfolio123

Analyst pickTested by us

Bottom line: Rules-based investors looking for point-in-time stock and ETF simulations.

Keep

  • Portfolio
  • Data Visualizations
  • APIs & Data Feeds
  • Broker Connectors

Gain

  • Screeners
  • Quant
  • Stock Ideas
  • Scores

Lose

  • Wealth Management
  • Advisor Operations
  • Tax Lots / Lot Optimization
  • Web and data platform for wealth managers, family offices, private banks, and institutions. It aggregates public and private assets across more than 50 markets.
  • Global data and AI platform positioning, with public 2026 materials citing more than $9T in assets on the platform.

Watch out

  • Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and broker-connected trading.
  • Free-plan limits: Signup required, Free Manage module is separate from paid Research, API, and DataMiner access, and General registration offers 30 days of screener and backtesting access without a payment card.
  • Advanced research is paid: Free Manage covers portfolio tracking. Time-limited access covers screener and backtesting use before a paid Research plan, while API and DataMiner require separate paid access.
Price
AddeparContact for pricing
Portfolio123Free • From $25/mo
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

Try Portfolio123Compare
Full review and details
17
TradeLog logo
TradeLogPartial replacement
17
TradeLog logo
Partial replacement

TradeLog

Bottom line: U.S. active traders needing taxpayer-level wash-sale accounting across multiple taxable and IRA brokerage accounts.

Keep

  • Portfolio
  • Data Visualizations
  • Tax Lots / Lot Optimization
  • Broker Connectors

Gain

  • Wash Sale Detection
  • Downloadable Tax Reports
  • Taxpayer-level wash-sale detection and adjustments for stocks, options, and short sales across brokerage accounts and IRAs.
  • Form 8949 details for Schedule D, supported Section 1256 Form 6781 details, and Trader/Elite Section 475 Form 4797 and Section 481 workflows.

Lose

  • Wealth Management
  • Advisor Operations
  • APIs & Data Feeds
  • Web and data platform for wealth managers, family offices, private banks, and institutions. It aggregates public and private assets across more than 50 markets.
  • Global data and AI platform positioning, with public 2026 materials citing more than $9T in assets on the platform.

Watch out

  • Avoid as a full replacement if you rely on advisor client reporting, broker-connected trading, and market data API.
  • Free-plan limits: Signup required, Trial-only access, and The free access is a 30-day trial, not a permanent free plan.
  • Windows-only desktop application: TradeLog supports Windows. Mac users need Windows virtualization such as Parallels, and official support for Mac installation is limited.
Price
AddeparContact for pricing
TradeLogFrom $219/yr
Free tier
Free trial only
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

Start TradeLog free trialCompare
Full review and details
18
Stock Rover logo
Stock RoverPartial replacement
18
Stock Rover logo
Partial replacement

Stock Rover

Tested by us

Bottom line: Individual investors looking for North American stock, ETF, and fund screening.

Keep

  • Portfolio
  • Data Visualizations
  • Broker Connectors

Gain

  • Stock Ideas
  • Screeners
  • ETF Screeners
  • Stock Comparison

Lose

  • Wealth Management
  • Advisor Operations
  • Tax Lots / Lot Optimization
  • APIs & Data Feeds
  • Web and data platform for wealth managers, family offices, private banks, and institutions. It aggregates public and private assets across more than 50 markets.

Watch out

  • Avoid as a full replacement if you rely on advisor client reporting, broker-connected trading, and market data API.
  • Free-plan limits: Signup required, New signups can test Stock Rover through a 14-day free trial with no credit card required, and Free plan has monthly limits for Stock Scores and Research Reports.
  • North America-focused coverage: U.S. and Canadian exchange support plus OTC boards.
Price
AddeparContact for pricing
Stock RoverFree • From $34/mo
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

View Stock Rover plansCompare
Full review and details
19
Delta by eToro logo
Delta by eToroPartial replacement
19
Delta by eToro logo
Partial replacement

Delta by eToro

Bottom line: Retail investors looking for one mobile-first tracker for stocks, ETFs, crypto, funds, forex, commodities, and wallets.

Keep

  • Portfolio
  • Data Visualizations
  • Broker Connectors

Gain

  • Watchlist
  • Alerts
  • Calendar
  • News

Lose

  • Wealth Management
  • Advisor Operations
  • Tax Lots / Lot Optimization
  • APIs & Data Feeds
  • Web and data platform for wealth managers, family offices, private banks, and institutions. It aggregates public and private assets across more than 50 markets.

Watch out

  • Avoid as a full replacement if you rely on advisor client reporting, broker-connected trading, and market data API.
  • Free-plan limits: Signup required, Basic is free with a limited number of tracked assets, and PRO and PRO+ unlock higher asset limits, deeper analytics, AI/context features, and advanced reporting.
  • Free tier is asset-capped: Basic supports up to 10 tracked assets. Larger portfolios need PRO or PRO+.
Price
AddeparContact for pricing
Delta by eToroFree • From $53.88/yr
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

View Delta PROCompare
Full review and details
20
Charles Schwab logo
Charles SchwabPartial replacement
20
Charles Schwab logo
Partial replacement

Charles Schwab

Bottom line: U.S. investors who want brokerage, trading platforms, research, tax workflows, and several asset classes in one account.

Keep

  • Portfolio
  • APIs & Data Feeds

Gain

  • Brokerage
  • Watchlist
  • Options
  • Paper Trading

Lose

  • Wealth Management
  • Advisor Operations
  • Data Visualizations
  • Tax Lots / Lot Optimization
  • Broker Connectors

Watch out

  • Avoid as a full replacement if you rely on advisor client reporting, market data API, and long-term portfolio tracking.
  • Free-plan limits: Signup required, Brokerage use requires an approved Schwab account, and Options, futures, forex, margin, and API workflows require separate approval or authorization.
  • Advanced products need approval: Options, futures, forex, margin, and crypto access have separate approval, risk, and eligibility requirements.
Price
AddeparContact for pricing
Charles SchwabTransaction-priced · Fees vary by offer and jurisdiction
Free tier
Paid only
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

Open Schwab accountCompare
Full review and details

What This Shortlist Tells You

Envestnet Wealth Management Platform is the closest drop-in replacement with overlapping coverage in Wealth Management, Portfolio, and Advisor Operations while adding Webhooks coverage and The wealth management platform covers planning, proposals, account opening, and ongoing review. and 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. features (workflow overlap ~83%).

Budget-conscious? Try Sharesight, Koyfin, GuruFocus, Portseido, TradingView, Investing.com, TipRanks, Marketlog, Portfolio123, Stock Rover, and Delta by eToro to get started without a paid plan.

Round out your stack with new coverage areas like Webhooks, Risk Metrics, Performance Attribution, and Downloadable Tax Reports.

Coverage Snapshot

Where alternatives already align

Most shared categories across the top matches.

Portfolio×19Broker Connectors×15Data Visualizations×12APIs & Data Feeds×11Advisor Operations×8Tax Lots / Lot Optimization×3Wealth Management×3

New angles introduced

Categories the alternatives add beyond Addepar.

Watchlist+12Alerts+11Blogs+10News+10Screeners+10Calendar+9Risk Metrics+9Dividends+8

Access & Pricing

Free options

11/20

11 picks introduce a free tier you can start with.

Mobile ready

17/20

17 matches support mobile alongside Addepar.

API availability

11/20

11 of the shortlisted tools expose API endpoints for automation-heavy workflows.

Quality checks

7 starred / 9 tested

7 tools are flagged as analyst picks; 9 have been hands-on tested.

Avg. coverage overlap

52%

Average percentage of categories shared with the base tool.

Frequently Asked Questions

What are the best alternatives to Addepar?

Addepar users most often consider Envestnet Wealth Management Platform, Sharesight, and Masttro as their go-to alternatives.

Which alternatives keep a free tier?

Sharesight, Koyfin, GuruFocus, Portseido, TradingView, Investing.com, TipRanks, Marketlog, Portfolio123, Stock Rover, and Delta by eToro 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 Advisor Operations, APIs & Data Feeds, Broker Connectors, Data Visualizations, Portfolio, Tax Lots / Lot Optimization, and Wealth Management, so you can port most Addepar workflows without much friction.

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Research ToolsFind screeners, data platforms, portfolio trackers, and research tools.

Feedback

Missing an alternative, or is a listing out of date? Tell me and I will look.

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.