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.
Disclosure: outbound links may include affiliate or sponsor links
Which Alternative Should You Use?
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 self-serve public price table.
Best for: DIY investors who need 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.
Best for: Investors who want a modern web/mobile financial terminal with dashboards, charts, screeners, portfolios, news, and alerts.
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.
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.
Replacement
Drop-in replacement
Pricing fit
Similar price tier
Free tier
No
Platforms
Web, Mobile, and API
Assets
Stocks, Bonds, and ETFs
Experience
Intermediate and Advanced
Plans
Other
Why switch
Envestnet Wealth Management Platform best matches the base workflow on advisor client reporting, portfolio tracking, and portfolio analytics.
Envestnet Wealth Management Platform matches the base audience on Institutional Investors, Financial Advisors, and RIAs / Wealth Firms.
You gain Webhooks, 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..
Watch out
Major switch gaps: missing Closed-End Funds, Currencies, and Options coverage, missing Data Visualizations and Tax Lots / Lot Optimization workflows, and does not clearly cover long-term portfolio tracking, charting and technical analysis, and dividend research.
Avoid as a full replacement if you rely on long-term portfolio tracking, charting and technical analysis, and dividend research.
Enterprise-only buying path: Pricing and entitlements are determined through sales engagement; there is no self-serve public price table.
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..
Shared coverage
Wealth ManagementPortfolioAdvisor OperationsAPIs & Data FeedsBroker Connectors
Bottom line: DIY investors who need global portfolio performance, dividend, currency, and tax reporting across brokers.
Replacement
Partial replacement
Pricing fit
Cheaper starting point
Free tier
Yes
Platforms
Web, Mobile, and API
Assets
Stocks, Bonds, and ETFs
Experience
Intermediate and Advanced
Why switch
Sharesight best matches the base workflow on advisor client reporting, portfolio tracking, and portfolio analytics.
Sharesight matches the base audience on Financial Advisors, RIAs / Wealth Firms, and Family Offices.
You gain Risk Metrics, Performance Attribution, Downloadable Tax Reports, and Capital Gains Estimator.
Watch out
Major switch gaps: missing Closed-End Funds, Currencies, and Private Funds coverage, missing Data Visualizations and Tax Lots / Lot Optimization workflows, and does not clearly cover broker-connected trading, market data API, and charting and technical analysis.
Avoid as a full replacement if you rely on broker-connected trading, market data API, and charting and technical analysis.
Free plan is capped at 10 holdings: The free tier is limited to one portfolio, 10 holdings, and one custom group.
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..
Shared coverage
Wealth ManagementPortfolioAdvisor OperationsAPIs & Data FeedsBroker Connectors
Masttro best matches the base workflow on advisor client reporting, portfolio tracking, and portfolio analytics.
Masttro matches the base audience on Institutional Investors, Financial Advisors, and RIAs / Wealth Firms.
You 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., and 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..
Watch out
Major switch gaps: missing ETFs, Closed-End Funds, and Funds coverage, missing Data Visualizations and Tax Lots / Lot Optimization workflows, and does not clearly cover broker-connected trading, charting and technical analysis, and dividend research.
Avoid as a full replacement if you rely on broker-connected trading, charting and technical analysis, and dividend research.
Not for self-directed retail: Masttro is scoped for UHNW families and professional wealth organizations, not casual portfolio tracking.
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..
Shared coverage
Wealth ManagementPortfolioAdvisor OperationsAPIs & Data FeedsBroker Connectors
Bottom line: RIAs and wealth firms that want portfolio accounting, trading, CRM, planning, compliance, risk, and client portals in one advisor stack.
Replacement
Partial replacement
Pricing fit
Different pricing model
Free tier
No
Platforms
Web, Mobile, and API
Assets
Stocks, Bonds, and ETFs
Experience
Intermediate and Advanced
Why switch
Orion Advisor Tech best matches the base workflow on advisor client reporting, portfolio tracking, and portfolio analytics.
Orion Advisor Tech matches the base audience on Institutional Investors, Financial Advisors, and RIAs / Wealth Firms.
You gain Risk Metrics, Scenario & Stress Tests, Monte Carlo, and Webhooks.
Watch out
Major switch gaps: missing Currencies, Private Funds, and Real Estate coverage, missing Wealth Management, Portfolio, and Data Visualizations workflows, and does not clearly cover market data API, long-term portfolio tracking, and charting and technical analysis.
Avoid as a full replacement if you rely on market data API, long-term portfolio tracking, and charting and technical analysis.
Advisor-firm product, not retail: Orion Advisor Tech is built for advisory firms and wealth businesses, not individual investors looking for a personal tracker.
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..
Shared coverage
Advisor OperationsTax Lots / Lot OptimizationAPIs & Data FeedsBroker Connectors
Bottom line: Investors who want a modern web/mobile financial terminal with dashboards, charts, screeners, portfolios, news, and alerts.
Replacement
Partial replacement
Pricing fit
Cheaper starting point
Free tier
Yes
Platforms
Web and Mobile
Assets
Stocks, Bonds, and ETFs
Experience
Intermediate and Advanced
Plans
Other
Why switch
Koyfin best matches the base workflow on advisor client reporting, portfolio tracking, and portfolio analytics.
Koyfin matches the base audience on Institutional Investors, Financial Advisors, and RIAs / Wealth Firms.
You gain Screeners, ETF Screeners, Custom Dashboards, and Correlation.
Watch out
Major switch gaps: missing API access, missing Funds, Private Funds, and Real Estate coverage, and missing Wealth Management, Tax Lots / Lot Optimization, and APIs & Data Feeds workflows.
Avoid as a full replacement if you rely on broker-connected trading, market data API, and long-term portfolio tracking.
No public API: Koyfin does not provide user-facing data access through an API.
Free-plan limits: Signup required, Free plan includes limited watchlists, screens, dashboards, alerts, portfolios, financials, and estimates history., and Advisor reporting and custodian integrations require Advisor plans..
Bottom line: High-net-worth households, founders, expats, and advisors who need a global balance-sheet view across public, private, crypto, real estate, and other assets.
Replacement
Partial replacement
Pricing fit
Different pricing model
Free tier
No
Platforms
Web, Mobile, and API
Assets
Stocks, Bonds, and ETFs
Experience
Intermediate and Advanced
Why switch
Kubera best matches the base workflow on advisor client reporting, portfolio tracking, and portfolio analytics.
Kubera matches the base audience on Financial Advisors, Family Offices, and Intermediate.
You gain Custom Dashboards, Blogs, Education, and 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..
Watch out
Major switch gaps: missing Closed-End Funds, Currencies, and Options coverage, missing Wealth Management, Data Visualizations, and Tax Lots / Lot Optimization workflows, and does not clearly cover broker-connected trading, charting and technical analysis, and dividend research.
Avoid as a full replacement if you rely on broker-connected trading, charting and technical analysis, and dividend research.
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.
Free-plan limits: Signup required, Trial-only access, and 14-day full trial before paid subscription..
Shared coverage
PortfolioAdvisor OperationsAPIs & Data FeedsBroker Connectors
Bottom line: RIAs, broker-dealers, family offices, banks, and trusts that need portfolio accounting, reporting, billing, client portals, and modular wealth operations.
Replacement
Partial replacement
Pricing fit
Similar price tier
Free tier
No
Platforms
Web, Mobile, and API
Assets
Stocks, Bonds, and ETFs
Experience
Intermediate and Advanced
Plans
Other
Why switch
SS&C Black Diamond Wealth Solutions best matches the base workflow on advisor client reporting, portfolio tracking, and portfolio analytics.
SS&C Black Diamond Wealth Solutions matches the base audience on Institutional Investors, Financial Advisors, and RIAs / Wealth Firms.
You gain Webhooks, Insider Compliance / Pre-clearance, Audit Trail / Supervision, and Regulatory Filings Monitoring.
Watch out
Major switch gaps: missing Closed-End Funds, Currencies, and Private Funds coverage, missing Wealth Management, Data Visualizations, and Tax Lots / Lot Optimization workflows, and does not clearly cover long-term portfolio tracking, charting and technical analysis, and macro and fund research.
Avoid as a full replacement if you rely on long-term portfolio tracking, charting and technical analysis, and macro and fund research.
Enterprise sales motion: Pricing is not self-serve and depends on firm size, modules, implementation, and relationship scope.
Free-plan limits: No public self-serve pricing., Commercial access requires sales engagement., and Final cost depends on selected platform modules and firm requirements..
Shared coverage
PortfolioAdvisor OperationsAPIs & Data FeedsBroker Connectors
Bottom line: Financial advisors and asset managers who need portfolio analytics, proposals, reports, and client-ready visuals.
Replacement
Partial replacement
Pricing fit
Similar price tier
Free tier
No
Platforms
Web
Assets
Stocks, Bonds, and ETFs
Experience
Intermediate and Advanced
Plans
Other
Why switch
YCharts best matches the base workflow on advisor client reporting, portfolio tracking, and portfolio analytics.
YCharts matches the base audience on Financial Advisors, RIAs / Wealth Firms, and Asset Managers.
You gain Screeners, Stock Comparison, ETF Comparison, and Watchlist.
Watch out
Major switch gaps: missing Mobile and API access, missing Funds, Currencies, and Private Funds coverage, and missing Wealth Management, Tax Lots / Lot Optimization, and APIs & Data Feeds workflows.
Avoid as a full replacement if you rely on broker-connected trading, market data API, and long-term portfolio tracking.
Pricing is sales-led: The current plans page directs users to call or schedule a conversation for pricing.
Free-plan limits: Signup required, Trial-only access, and Current public plans page is quote-led rather than self-serve..
Bottom line: Value investors who want long historical fundamentals, GF Score, GF Value, and guru/institutional holdings.
Replacement
Partial replacement
Pricing fit
Cheaper starting point
Free tier
Yes
Platforms
Web, Mobile, and API
Assets
Stocks, Bonds, and ETFs
Experience
Intermediate and Advanced
Plans
Other
Why switch
GuruFocus best matches the base workflow on portfolio tracking, charting and technical analysis, and API and market data.
GuruFocus matches the base audience on Asset Managers, Intermediate, and Advanced.
You gain Stock Ideas, Screeners, ETF Screeners, and Top Analysts.
Watch out
Major switch gaps: missing Closed-End Funds, Currencies, and Private Funds coverage, missing Wealth Management, Advisor Operations, and Tax Lots / Lot Optimization workflows, and does not clearly cover advisor client reporting, portfolio analytics, and broker-connected trading.
Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and broker-connected trading.
Paid access is region and tier dependent: Annual paid memberships, region add-ons, API plans, and pay-as-you-go API credits.
Free-plan limits: Signup required, Free account has limited platform access., and Free members have limited portfolio capacity..
Shared coverage
PortfolioData VisualizationsAPIs & Data FeedsBroker Connectors
Bottom line: Self-directed global investors who want transaction-based performance, dividends, allocation, benchmarks, and custom assets across web and mobile.
Replacement
Partial replacement
Pricing fit
Cheaper starting point
Free tier
Yes
Platforms
Web and Mobile
Assets
Stocks, ETFs, and Mutual Funds
Experience
Intermediate and Advanced
Why switch
Portseido best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
Portseido matches the base audience on Intermediate, Advanced, and retail investors.
You gain Performance Attribution, Risk Metrics, Dividends, and Splits.
Watch out
Major switch gaps: missing API access, missing Bonds, Closed-End Funds, and Funds coverage, and missing Wealth Management, Advisor Operations, and APIs & Data Feeds workflows.
Avoid as a full replacement if you rely on advisor client reporting, broker-connected trading, and market data API.
Free and Plus tiers have transaction caps: Free supports a small portfolio and Plus still caps total transactions; heavier users need Pro.
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..
Shared coverage
PortfolioData VisualizationsTax Lots / Lot OptimizationBroker Connectors
Bottom line: Traders and investors who want charting, alerts, screeners, and market coverage across many asset classes.
Replacement
Partial replacement
Pricing fit
Cheaper starting point
Free tier
Yes
Platforms
Web and Mobile
Assets
Stocks, Bonds, and ETFs
Experience
Intermediate and Advanced
Plans
Other
Why switch
TradingView best matches the base workflow on portfolio tracking, broker-connected trading, and charting and technical analysis.
TradingView matches the base audience on Intermediate, Advanced, and retail investors.
You gain Quant, Screeners, ETF Screeners, and Stock Ideas.
Watch out
Major switch gaps: missing API access, missing Mutual Funds, Closed-End Funds, and Funds coverage, and missing Wealth Management, Advisor Operations, and Tax Lots / Lot Optimization workflows.
Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and market data API.
Real-time market data can require add-ons: Optional real-time quote subscriptions and exchange-specific data fees.
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..
Bottom line: Retail investors who want analyst consensus, expert rankings, Smart Score, news sentiment, and stock ideas.
Replacement
Partial replacement
Pricing fit
Cheaper starting point
Free tier
Yes
Platforms
Web, Mobile, and API
Assets
Stocks, ETFs, and Currencies
Experience
Intermediate and Advanced
Plans
Other
Why switch
TipRanks best matches the base workflow on portfolio tracking, portfolio analytics, and charting and technical analysis.
TipRanks matches the base audience on Institutional Investors, Intermediate, and Advanced.
You gain Stock Ideas, Top Analysts, Screeners, and ETF Screeners.
Watch out
Major switch gaps: missing Bonds, Mutual Funds, and Closed-End Funds coverage, missing Wealth Management, Advisor Operations, and Tax Lots / Lot Optimization workflows, and does not clearly cover advisor client reporting, broker-connected trading, and market data API.
Avoid as a full replacement if you rely on advisor client reporting, broker-connected trading, and market data API.
Best tools are paid: Premium and Ultimate gate Smart Portfolio, Smart Score, expert/insider/hedge-fund tools, exports, and higher MCP quotas.
Free-plan limits: Signup required, Free/Basic MCP OAuth quota is 10 tool calls per month., and Free API-key tier is limited to 5 requests per minute and 50 requests per month..
Bottom line: Users who want one free global market portal for quotes, charts, calendars, news, watchlists, and portfolio tracking.
Replacement
Partial replacement
Pricing fit
Cheaper starting point
Free tier
Yes
Platforms
Web and Mobile
Assets
Stocks, Bonds, and ETFs
Experience
Intermediate and Advanced
Why switch
Investing.com best matches the base workflow on portfolio tracking, charting and technical analysis, and API and market data.
Investing.com matches the base audience on Intermediate, Advanced, and retail investors.
You gain Stock Ideas, Screeners, Stock Comparison, and Options.
Watch out
Major switch gaps: missing API access, missing Mutual Funds and Private Funds coverage, and missing Wealth Management, Advisor Operations, and Tax Lots / Lot Optimization workflows.
Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and broker-connected trading.
Not a broker or API product: Investing.com does not provide direct trading execution or a public API; widgets and RSS are the main integration surfaces.
Free-plan limits: Free access is ad-supported and does not include the full InvestingPro research layer., WarrenAI, ProPicks, premium reports, and deeper datasets are plan-gated., and Market-data latency and real-time availability vary by instrument and source..
Bottom line: Active and advanced investors who need global multi-asset brokerage access, order types, APIs, and low commission schedules.
Replacement
Partial replacement
Pricing fit
Different pricing model
Free tier
No
Platforms
Web, Mobile, and API
Assets
Stocks, Bonds, and ETFs
Experience
Intermediate and Advanced
Why switch
Interactive Brokers (IBKR) best matches the base workflow on portfolio tracking, portfolio analytics, and broker-connected trading.
Interactive Brokers (IBKR) matches the base audience on Institutional Investors, Financial Advisors, and Intermediate.
You gain Brokerage, Advanced Order Types, Smart/Direct Routing, and Paper Trading.
Watch out
Major switch gaps: missing Closed-End Funds, Funds, and Private Funds coverage, missing Wealth Management, Advisor Operations, and Data Visualizations workflows, and does not clearly cover advisor client reporting, market data API, and long-term portfolio tracking.
Avoid as a full replacement if you rely on advisor client reporting, market data API, and long-term portfolio tracking.
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.
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..
Bottom line: Rules-based investors who want point-in-time stock and ETF simulations.
Replacement
Partial replacement
Pricing fit
Cheaper starting point
Free tier
Yes
Platforms
Web and API
Assets
Stocks, ETFs, and Closed-End Funds
Experience
Intermediate and Advanced
Plans
Other
Why switch
Portfolio123 best matches the base workflow on portfolio tracking, charting and technical analysis, and API and market data.
Portfolio123 matches the base audience on Institutional Investors, Financial Advisors, and Intermediate.
You gain Screeners, Quant, Stock Ideas, and Scores.
Watch out
Major switch gaps: missing Mobile access, missing Bonds, Mutual Funds, and Funds coverage, and missing Wealth Management, Advisor Operations, and Tax Lots / Lot Optimization workflows.
Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and broker-connected trading.
Advanced research is paid: Free Manage covers portfolio tracking, while ranking, screening, backtesting, API, and DataMiner workflows sit behind paid trials or subscriptions.
Free-plan limits: Signup required, Free Manage module is separate from paid Research, API, and DataMiner access., and Homepage-led screener and backtesting access is time limited..
Shared coverage
PortfolioData VisualizationsAPIs & Data FeedsBroker Connectors
Bottom line: Serious individual investors who want deep North American stock, ETF, and fund screening.
Replacement
Partial replacement
Pricing fit
Cheaper starting point
Free tier
Yes
Platforms
Web and Mobile
Assets
Stocks, ETFs, and Mutual Funds
Experience
Intermediate and Advanced
Why switch
Stock Rover best matches the base workflow on portfolio tracking, portfolio analytics, and charting and technical analysis.
Stock Rover matches the base audience on Financial Advisors, Intermediate, and Advanced.
You gain Stock Ideas, Screeners, ETF Screeners, and Stock Comparison.
Watch out
Major switch gaps: missing API access, missing Bonds, Currencies, and Private Funds coverage, and missing Wealth Management, Advisor Operations, and Tax Lots / Lot Optimization workflows.
Avoid as a full replacement if you rely on advisor client reporting, broker-connected trading, and market data API.
North America-focused coverage: U.S. and Canadian exchange support plus OTC boards.
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..
Bottom line: Retail investors who want manual or broker-connected portfolio tracking, dividends, goals, forecasts, benchmarking, and sharing.
Replacement
Partial replacement
Pricing fit
Cheaper starting point
Free tier
Yes
Platforms
Web and Mobile
Assets
Stocks, Bonds, and ETFs
Experience
Intermediate and Advanced
Why switch
Marketlog best matches the base workflow on portfolio tracking, portfolio analytics, and broker-connected trading.
Marketlog matches the base audience on Intermediate, Advanced, and retail investors.
You gain Watchlist, Institutional Ownership, Risk Metrics, and Monte Carlo.
Watch out
Major switch gaps: missing API access, missing Mutual Funds, Closed-End Funds, and Private Funds coverage, and missing Wealth Management, Advisor Operations, and Tax Lots / Lot Optimization workflows.
Avoid as a full replacement if you rely on advisor client reporting, market data API, and backtesting and quant research.
Not a broker or adviser: Marketlog tracks and analyzes portfolios but does not execute trades, provide fiduciary advice, or act as an exchange.
Free-plan limits: Signup required, Free plan supports 1 portfolio, 12 holdings, 100 transactions, manual tracking, and 5 years pricing data., and App Store lists Plus monthly at $7.99, Plus yearly at $79.99, Pro monthly at $17.99, and Pro yearly at $179.99..
Bottom line: U.S. active traders who need taxpayer-level wash-sale accounting across multiple taxable and IRA brokerage accounts.
Replacement
Partial replacement
Pricing fit
Different pricing model
Free tier
No
Assets
Stocks, Bonds, and ETFs
Experience
Intermediate and Advanced
Why switch
TradeLog best matches the base workflow on portfolio tracking, portfolio analytics, and charting and technical analysis.
TradeLog matches the base audience on Intermediate, Advanced, and retail investors.
You 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., and Form 8949 details for Schedule D, supported Section 1256 Form 6781 details, and Trader/Elite Section 475 Form 4797 and Section 481 workflows..
Watch out
Major switch gaps: missing Web, Mobile, and API access, missing Closed-End Funds, Funds, and Private Funds coverage, and missing Wealth Management, Advisor Operations, and APIs & Data Feeds workflows.
Avoid as a full replacement if you rely on advisor client reporting, broker-connected trading, and market data API.
Windows-only desktop application: TradeLog supports Windows. Mac users need Windows virtualization such as Parallels, and official support for Mac installation is limited.
Free-plan limits: Signup required, Trial-only access, and The free access is a 30-day trial, not a permanent free plan..
Shared coverage
PortfolioData VisualizationsTax Lots / Lot OptimizationBroker Connectors
Bottom line: Active traders who want a mature trade journal with imports, broker sync, trade charts, reporting, sharing, mentoring, and risk analytics.
Replacement
Partial replacement
Pricing fit
Cheaper starting point
Free tier
Yes
Platforms
Web
Assets
Stocks, ETFs, and Currencies
Experience
Intermediate and Advanced
Why switch
Tradervue best matches the base workflow on portfolio tracking, portfolio analytics, and broker-connected trading.
Tradervue matches the base audience on Intermediate, Advanced, and retail investors.
You gain Risk Metrics, 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)..
Watch out
Major switch gaps: missing Mobile and API access, missing Bonds, Mutual Funds, and Closed-End Funds coverage, and missing Wealth Management, Advisor Operations, and Tax Lots / Lot Optimization workflows.
Avoid as a full replacement if you rely on advisor client reporting, market data API, and long-term portfolio tracking.
Free plan is capped: Official quota help says free users can import 30 trades per calendar month; paid plans remove that trade-import cap.
Free-plan limits: Signup required, Official help says free users are limited to importing 30 trades per calendar month., and Pricing page lists Silver and Gold paid plans, with trial periods available for new paid users..
Shared coverage
PortfolioData VisualizationsAPIs & Data FeedsBroker Connectors
Bottom line: U.S. and Canadian households that want investment tracking inside a broader personal-finance and budgeting system.
Replacement
Partial replacement
Pricing fit
Different pricing model
Free tier
No
Platforms
Web and Mobile
Assets
Stocks, Bonds, and ETFs
Experience
Intermediate
Why switch
Quicken (Simplifi & Classic) best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
Quicken (Simplifi & Classic) matches the base audience on Intermediate, retail investors, and active traders.
You gain Watchlist, Capital Gains Estimator, Downloadable Tax Reports, and News.
Watch out
Major switch gaps: missing API access, missing Closed-End Funds, Currencies, and Private Funds coverage, and missing Wealth Management, Advisor Operations, and Data Visualizations workflows.
Avoid as a full replacement if you rely on advisor client reporting, broker-connected trading, and market data API.
Region-limited product fit: Quicken is designed for the U.S. and Canada, not international investors by default.
Free-plan limits: Signup required, Credit card required, and Plans are paid annual subscriptions..
Shared coverage
PortfolioTax Lots / Lot OptimizationBroker Connectors
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 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. 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, TipRanks, Investing.com, Portfolio123, Stock Rover, Marketlog, and Tradervue 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×16Data Visualizations×12APIs & Data Feeds×11Advisor Operations×8Tax Lots / Lot Optimization×4Wealth Management×3
11 picks introduce a free tier you can start with.
Mobile ready
16/20
16 matches support mobile alongside Addepar.
API availability
10/20
10 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
54%
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, TipRanks, Investing.com, Portfolio123, Stock Rover, 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 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.
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.
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!
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.