Sharesight is the closest drop-in replacement with overlapping coverage in Wealth Management, Portfolio, and Client & Investor Reporting while adding Risk Metrics and Performance Attribution coverage, Global multi‑asset portfolio and dividend tracker that automatically tracks price, performance and dividends for 700k+ stocks, ETFs, funds and crypto across 60+ markets, with support for cash accounts and property in one view. and Public pricing page says 500,000+ investors track investments with Sharesight. features, and a free tier (category overlap ~47%).
Free Alternatives to Addepar
VOL. XCIV, NO. 247
Checking
Free Alternatives to Addepar
Zero-cost replacements ranked by category overlap, pricing, and platform access. Use this list to test Addepar before paying for another subscription.
Switching from Addepar doesn't have to cost a thing. We've curated 20 free-tier alternatives that cover similar workflows, from Portfolio to Data Visualizations and beyond. Each pick below is ranked by how closely it matches Addepar's category footprint—so you can trial replacements without opening your wallet.
View all alternativesAlternatives20Curated picks
Free Options20With free tiers
Avg. Overlap28%Category match
Mobile Ready14Native apps
Quick takeaways
Every pick keeps a free tier; start with Sharesight, Koyfin, and GuruFocus to road-test Addepar workflows without paying up front.
Round out your stack with new coverage areas like Risk Metrics, Performance Attribution, Downloadable Tax Reports, and Capital Gains Estimator.
Addepar still leads on Portfolio Accounting / Book of Record, Alternatives / Capital Calls & Distributions, Fee Billing & Invoicing, and Rebalancing & Trading, so keep it handy for those workflows.
Similarity score 1667Category overlap: 47%
Shared coverage
Wealth ManagementPortfolioClient & Investor ReportingClient Portal & Mobile AppData APIsAPIs & SDKs
Assets: Stocks, Bonds, and ETFs
Experience: Intermediate and Advanced
Platforms: Web, Mobile, and API
Pricing: Subscription
Why investors switch
- Sharesight keeps a free tier, so you can replicate Addepar workflows without upgrading.
- Expands into Risk Metrics, Performance Attribution, and Downloadable Tax Reports coverage beyond what Addepar offers.
- Standout features include Global multi‑asset portfolio and dividend tracker that automatically tracks price, performance and dividends for 700k+ stocks, ETFs, funds and crypto across 60+ markets, with support for cash accounts and property in one view., Public pricing page says 500,000+ investors track investments with Sharesight., and Connects to 200+ brokers and finance apps (including Trading 212, Hargreaves Lansdown and Interactive Brokers) so trades can be imported directly, or via CSV/manual workflows when brokers are unsupported..
- Pair it with Addepar if you still need Portfolio Accounting / Book of Record, Alternatives / Capital Calls & Distributions, and Householding & Multi-Entity.
Adds coverage: Risk Metrics, Performance Attribution, Downloadable Tax Reports, and Capital Gains Estimator
Standout features: Global multi‑asset portfolio and dividend tracker that automatically tracks price, performance and dividends for 700k+ stocks, ETFs, funds and crypto across 60+ markets, with support for cash accounts and property in one view., Public pricing page says 500,000+ investors track investments with Sharesight., Connects to 200+ brokers and finance apps (including Trading 212, Hargreaves Lansdown and Interactive Brokers) so trades can be imported directly, or via CSV/manual workflows when brokers are unsupported., and Rich reporting suite for performance and risk, including performance, multi‑period, diversity, exposure, contribution analysis and drawdown risk reports, plus benchmarking against indices or individual securities.
Similarity score 1435Category overlap: 33%
Shared coverage
PortfolioClient & Investor ReportingHouseholding & Multi-EntityModel Portfolios & SleevesData Visualizations
Assets: Stocks, Bonds, and ETFs
Experience: Intermediate and Advanced
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- Koyfin keeps a free tier, so you can replicate Addepar workflows without upgrading.
- Expands into Screeners, ETF Screeners, and Custom Dashboards coverage beyond what Addepar offers.
- Standout features include Web platform plus iOS & Android mobile apps; watchlists/portfolios sync with the web app., Multi-asset coverage spanning global equities and multiple macro/market datasets (e.g., ETFs, bond yields/curves, FX, commodities, crypto), with news and transcripts., and Advanced graphing with 100+ indicators/series (fundamentals, technicals, valuation, estimates/ratings), templates, total-return charts, scatter charts, and share/embed + downloads..
- Pair it with Addepar if you still need Wealth Management, Portfolio Accounting / Book of Record, and Alternatives / Capital Calls & Distributions.
Adds coverage: Screeners, ETF Screeners, Custom Dashboards, and Correlation
Standout features: Web platform plus iOS & Android mobile apps; watchlists/portfolios sync with the web app., Multi-asset coverage spanning global equities and multiple macro/market datasets (e.g., ETFs, bond yields/curves, FX, commodities, crypto), with news and transcripts., Advanced graphing with 100+ indicators/series (fundamentals, technicals, valuation, estimates/ratings), templates, total-return charts, scatter charts, and share/embed + downloads., and Financial Analysis pages: highlights from income/balance sheet/cash-flow plus customizable Financial Analysis templates (paid tiers).
Similarity score 1321Category overlap: 33%
Shared coverage
PortfolioData VisualizationsData APIsAPIs & SDKsBroker Connectors
Assets: Stocks, Bonds, and ETFs
Experience: Intermediate and Advanced
Platforms: Web, Mobile, and API
Pricing: Subscription
Why investors switch
- GuruFocus keeps a free tier, so you can replicate Addepar workflows without upgrading.
- Expands into Stock Ideas, Screeners, and ETF Screeners coverage beyond what Addepar offers.
- Standout features include Global value-investing research platform with historical financial and valuation data, screeners, charts, comparisons, institutional-investor trading histories, executive trading histories, market valuation data, economic indicators, and industry indicators., Large global coverage footprint: GuruFocus says it serves more than 1 million users worldwide, covers 100,000 stocks in 100 markets, tracks 8,000+ institutional investors’ trading histories, and tracks 15,000+ mutual fund holdings; API documentation separately describes 60,000+ companies across 9 regions., and All-in-One Screener with 500+ filters across fundamentals, valuation, profitability, growth, dividends, guru holdings, insider trades, predefined value screens, custom filters, saved screens, downloadable results, and portfolio workflow integration..
- Pair it with Addepar if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: Stock Ideas, Screeners, ETF Screeners, and Top Analysts
Standout features: Global value-investing research platform with historical financial and valuation data, screeners, charts, comparisons, institutional-investor trading histories, executive trading histories, market valuation data, economic indicators, and industry indicators., Large global coverage footprint: GuruFocus says it serves more than 1 million users worldwide, covers 100,000 stocks in 100 markets, tracks 8,000+ institutional investors’ trading histories, and tracks 15,000+ mutual fund holdings; API documentation separately describes 60,000+ companies across 9 regions., All-in-One Screener with 500+ filters across fundamentals, valuation, profitability, growth, dividends, guru holdings, insider trades, predefined value screens, custom filters, saved screens, downloadable results, and portfolio workflow integration., and Screener backtesting for more than 80 countries, with U.S. backtests starting January 1, 2006 and non-U.S. country backtests generally starting January 1, 2016; parameters include stock count, ranking metric, sort order, start/end date, and rebalance frequency.
Similarity score 1178Category overlap: 20%
Shared coverage
PortfolioData APIsAPIs & SDKs
Assets: Stocks, Bonds, and ETFs
Experience: Intermediate and Advanced
Platforms: Web, Mobile, and API
Pricing: Subscription
Why investors switch
- Interactive Brokers (IBKR) keeps a free tier, so you can replicate Addepar workflows without upgrading.
- Expands into Brokerage, Advanced Order Types, and Smart/Direct Routing coverage beyond what Addepar offers.
- Standout features include Platforms: Client Portal (web), Trader Workstation (TWS) and IBKR Desktop (desktop), IBKR Mobile / GlobalTrader (mobile), plus IBKR APIs; feature availability differs by platform/product., Supported instruments include stocks/ETFs, options (incl. combos), mutual funds, futures (incl. futures options), spot FX, bonds, physical metals, structured products, CFDs, crypto ETPs, crypto futures/options, and spot crypto where available by jurisdiction., and Execution features include IB SmartRouting plus a large library of order types/algos and conditional/bracket-style order workflows across platforms..
- Pair it with Addepar if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: Brokerage, Advanced Order Types, Smart/Direct Routing, and Paper Trading
Standout features: Platforms: Client Portal (web), Trader Workstation (TWS) and IBKR Desktop (desktop), IBKR Mobile / GlobalTrader (mobile), plus IBKR APIs; feature availability differs by platform/product., Supported instruments include stocks/ETFs, options (incl. combos), mutual funds, futures (incl. futures options), spot FX, bonds, physical metals, structured products, CFDs, crypto ETPs, crypto futures/options, and spot crypto where available by jurisdiction., Execution features include IB SmartRouting plus a large library of order types/algos and conditional/bracket-style order workflows across platforms., and UK product pages highlight £3/€3 Western European stock and ETF trades at typical trade sizes, larger Western European trades at 0.05% of trade value, and US stock/ETF commissions from USD 0.0005 to USD 0.0035 per share.
Similarity score 1145Category overlap: 27%
Shared coverage
PortfolioData VisualizationsData APIsAPIs & SDKs
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- PortfoliosLab keeps a free tier, so you can replicate Addepar workflows without upgrading.
- Expands into Watchlist, Backtesting, and Correlation coverage beyond what Addepar offers.
- Standout features include Portfolio and instrument analytics suite with 20+ tools for performance, risk, diversification and optimization (portfolio analysis, portfolio performance, stock comparison, Sharpe, Sortino, Omega, Martin, VaR, CVaR, volatility models)., Portfolio tracking for both static and transactional portfolios, including lazy model portfolios and public user portfolios, with benchmarking against indices and other portfolios., and Backtesting of portfolios and single instruments with configurable rebalancing and long lookback windows (Free limited to ~10 years, paid plans use 40+ years of data)..
- Pair it with Addepar if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: Watchlist, Backtesting, Correlation, and Risk Metrics
Standout features: Portfolio and instrument analytics suite with 20+ tools for performance, risk, diversification and optimization (portfolio analysis, portfolio performance, stock comparison, Sharpe, Sortino, Omega, Martin, VaR, CVaR, volatility models)., Portfolio tracking for both static and transactional portfolios, including lazy model portfolios and public user portfolios, with benchmarking against indices and other portfolios., Backtesting of portfolios and single instruments with configurable rebalancing and long lookback windows (Free limited to ~10 years, paid plans use 40+ years of data)., and Stock, ETF and mutual fund screeners with hundreds of filters across thousands of instruments, recalculated daily.
Similarity score 1141Category overlap: 27%
Shared coverage
PortfolioData VisualizationsData APIsAPIs & SDKs
Assets: Stocks, ETFs, and Currencies
Experience: Intermediate and Advanced
Platforms: Web, Mobile, and API
Pricing: Subscription
Why investors switch
- TipRanks keeps a free tier, so you can replicate Addepar workflows without upgrading.
- Expands into Stock Ideas, Top Analysts, and Screeners coverage beyond what Addepar offers.
- Standout features include Tracks and measures performance of financial experts (analysts, bloggers, hedge funds, corporate insiders and individual investors) to help investors evaluate who to trust., Smart Score: proprietary quantitative stock score (1–10) based on 8 factors (analyst ratings, insider transactions, blogger opinions, individual investor sentiment, hedge fund activity, news sentiment, technicals, fundamentals)., and Smart Score pages disclose backtested performance context; current public examples show Top Smart Score stocks backtested from January 2016 versus the S&P 500, with a disclaimer that backtests are not actual results..
- Pair it with Addepar if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: Stock Ideas, Top Analysts, Screeners, and ETF Screeners
Standout features: Tracks and measures performance of financial experts (analysts, bloggers, hedge funds, corporate insiders and individual investors) to help investors evaluate who to trust., Smart Score: proprietary quantitative stock score (1–10) based on 8 factors (analyst ratings, insider transactions, blogger opinions, individual investor sentiment, hedge fund activity, news sentiment, technicals, fundamentals)., Smart Score pages disclose backtested performance context; current public examples show Top Smart Score stocks backtested from January 2016 versus the S&P 500, with a disclaimer that backtests are not actual results., and AI Stock Analysis: automated report that analyzes business model, financial statements, technical indicators and market sentiment to generate an AI model rating and price target; examples include positive/negative factors, income statement, balance sheet, cash flow and technical-analysis sections.
Similarity score 1138Category overlap: 20%
Shared coverage
PortfolioData APIsAPIs & SDKs
Assets: Stocks, Bonds, and ETFs
Experience: Intermediate and Advanced
Platforms: Web, Mobile, and API
Why investors switch
- Charles Schwab keeps a free tier, so you can replicate Addepar workflows without upgrading.
- Expands into Brokerage, Watchlist, and Options & Derivatives coverage beyond what Addepar offers.
- Standout features include Zero-commission online trades for listed stocks and ETFs; options at $0.65 per contract and futures/futures options at $2.25 per contract per side, with separate exchange/regulatory/overnight fees where applicable., thinkorswim® platform suite (desktop, web, mobile) plus Schwab Mobile, with extended 24/5 trading access to 1,100+ stocks and ETFs including the S&P 500 and Nasdaq 100., and paperMoney® virtual accounts that let you practice trading with live market data..
- Pair it with Addepar if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: Brokerage, Watchlist, Options & Derivatives, and Paper Trading
Standout features: Zero-commission online trades for listed stocks and ETFs; options at $0.65 per contract and futures/futures options at $2.25 per contract per side, with separate exchange/regulatory/overnight fees where applicable., thinkorswim® platform suite (desktop, web, mobile) plus Schwab Mobile, with extended 24/5 trading access to 1,100+ stocks and ETFs including the S&P 500 and Nasdaq 100., paperMoney® virtual accounts that let you practice trading with live market data., and Tradable universe spans stocks, ETFs, options, futures, mutual funds, bonds, forex, crypto ETPs, and a coming Schwab Crypto™ account for Bitcoin and Ethereum; futures and forex require separate approval and are offered by Schwab Futures & Forex LLC.
Similarity score 1129Category overlap: 33%
Shared coverage
PortfolioData VisualizationsData APIsAPIs & SDKsBroker Connectors
Assets: Stocks, ETFs, and Closed-End Funds
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- Portfolio123 keeps a free tier, so you can replicate Addepar workflows without upgrading.
- Expands into Screeners, Quant, and Stock Ideas coverage beyond what Addepar offers.
- Standout features include Web‑based quant research terminal for building multifactor ranking systems, stock/ETF screens, and complete rules‑based strategies with no programming, powered by point‑in‑time FactSet data and marketed as free of survivorship and look‑ahead bias., Supports realistic simulations and backtests over roughly 20 years of history for US, Canadian, and European equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “Book of Strategies” to combine and analyze correlated systems., and Stock & ETF coverage uses fundamentals, estimates, corporate actions, plus industry/sector classification, with “over 15,000 current US, Canadian, and European stocks” and many more historical issues..
- Pair it with Addepar if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: Screeners, Quant, Stock Ideas, and Scores
Standout features: Web‑based quant research terminal for building multifactor ranking systems, stock/ETF screens, and complete rules‑based strategies with no programming, powered by point‑in‑time FactSet data and marketed as free of survivorship and look‑ahead bias., Supports realistic simulations and backtests over roughly 20 years of history for US, Canadian, and European equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “Book of Strategies” to combine and analyze correlated systems., Stock & ETF coverage uses fundamentals, estimates, corporate actions, plus industry/sector classification, with “over 15,000 current US, Canadian, and European stocks” and many more historical issues., and AI Factor lets users train machine‑learning predictors for expected returns and plug the predictions into ranking systems, strategy simulations and asset-level analysis, with no-code model evaluation, blocked K-fold cross validation, lift charts and model/portfolio statistics.
Similarity score 1127Category overlap: 13%
Shared coverage
PortfolioData Visualizations
Assets: Stocks, Bonds, and ETFs
Experience: Intermediate and Advanced
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- Investing.com keeps a free tier, so you can replicate Addepar workflows without upgrading.
- Expands into Stock Ideas, Screeners, and Stock Comparison coverage beyond what Addepar offers.
- Standout features include Global financial portal covering stocks, indices, commodities, currencies, ETFs, bonds, funds, cryptocurrencies, futures, options, interest rates, and economic indicators., Large global coverage footprint: Investing.com currently says the platform covers 180,000+ financial instruments across 250 exchanges in 33 languages, with 50M monthly investors, 130M app downloads, and 300K active paying subscribers., and Free web and mobile apps with quotes, charts, watchlists, alerts, market news, economic calendars, portfolios, and calculators..
- Pair it with Addepar if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: Stock Ideas, Screeners, Stock Comparison, and Options & Derivatives
Standout features: Global financial portal covering stocks, indices, commodities, currencies, ETFs, bonds, funds, cryptocurrencies, futures, options, interest rates, and economic indicators., Large global coverage footprint: Investing.com currently says the platform covers 180,000+ financial instruments across 250 exchanges in 33 languages, with 50M monthly investors, 130M app downloads, and 300K active paying subscribers., Free web and mobile apps with quotes, charts, watchlists, alerts, market news, economic calendars, portfolios, and calculators., and Mobile app support for iOS, iPad, Apple Watch, and Android; Investing.com says its apps have 130M downloads and are among the top financial market apps on Google Play with 1.3M reviews.
Similarity score 1098Category overlap: 25%
Shared coverage
Data VisualizationsData APIsAPIs & SDKs
Assets: Stocks, Bonds, and ETFs
Experience: Intermediate and Advanced
Platforms: Web, Mobile, and API
Pricing: Subscription
Why investors switch
- OpenBB keeps a free tier, so you can replicate Addepar workflows without upgrading.
- Expands into Sheets / Excel Add-ins, Custom Dashboards, and AI coverage beyond what Addepar offers.
- Standout features include Open Data Platform (ODP): open-source (AGPL) unified financial & economic data access; runs locally., ODP supports multiple interfaces, including Python and REST API (plus Notebook/Workspace/Excel listed by OpenBB)., and OpenBB does not host or serve data; it provides provider connectors that fetch data from third parties (often using your API keys)..
- Pair it with Addepar if you still need Wealth Management, Portfolio, and Portfolio Accounting / Book of Record.
Adds coverage: Sheets / Excel Add-ins, Custom Dashboards, AI, and AI Chat
Standout features: Open Data Platform (ODP): open-source (AGPL) unified financial & economic data access; runs locally., ODP supports multiple interfaces, including Python and REST API (plus Notebook/Workspace/Excel listed by OpenBB)., OpenBB does not host or serve data; it provides provider connectors that fetch data from third parties (often using your API keys)., and OpenBB Workspace: secure app combining customizable UI components, unified data integration, and AI capabilities.
Similarity score 1093Category overlap: 33%
Shared coverage
PortfolioData VisualizationsTax Lots / Lot OptimizationBroker Connectors
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- Portseido keeps a free tier, so you can replicate Addepar workflows without upgrading.
- Expands into Performance Attribution, Risk Metrics, and Dividend coverage beyond what Addepar offers.
- Standout features include All-in-one portfolio tracker for stocks, ETFs, cryptocurrencies and custom assets, with public pages citing 70+ stock exchanges, 20,000+ ETFs and investors in 160+ countries., Web app plus iOS and Android apps for tracking portfolio performance, viewing real-time market data, managing trades and accessing investment insights on the go., and Portfolio analytics include money-weighted return (MWR), time-weighted return (TWR), simple return, beta, drawdown, Sharpe ratio, max drawdown duration and benchmarking against user-selected indices, ETFs and other assets..
- Pair it with Addepar if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: Performance Attribution, Risk Metrics, Dividend, and Dividends
Standout features: All-in-one portfolio tracker for stocks, ETFs, cryptocurrencies and custom assets, with public pages citing 70+ stock exchanges, 20,000+ ETFs and investors in 160+ countries., Web app plus iOS and Android apps for tracking portfolio performance, viewing real-time market data, managing trades and accessing investment insights on the go., Portfolio analytics include money-weighted return (MWR), time-weighted return (TWR), simple return, beta, drawdown, Sharpe ratio, max drawdown duration and benchmarking against user-selected indices, ETFs and other assets., and Allocation dashboards break holdings down by businesses, industries, sectors, countries, regions, asset classes and other dimensions, with filtered multi-portfolio views.
Similarity score 1090Category overlap: 20%
Shared coverage
PortfolioData VisualizationsBroker Connectors
Assets: Stocks, Bonds, and ETFs
Experience: Intermediate and Advanced
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- TradingView keeps a free tier, so you can replicate Addepar workflows without upgrading.
- Expands into Quant, Screeners, and ETF Screeners coverage beyond what Addepar offers.
- Standout features include Markets covered include stocks, ETFs, cryptocurrencies, bonds, FX, futures, options, commodities and indices; the current pricing page says TradingView is used by 100M traders and connects to hundreds of data feeds with direct access to 3,539,722 instruments worldwide., Supercharts with multi-chart layouts, custom intervals (incl. seconds and range bars), and more charts-per-tab on higher tiers (up to 16 on Ultimate)., and Technical analysis toolkit with 400+ built-in indicators/strategies, 100,000+ community-powered indicators, 110+ smart drawing tools, Volume Profile, Time Price Opportunity, Volume Footprint, Volume Candles and auto chart patterns..
- Pair it with Addepar if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: Quant, Screeners, ETF Screeners, and Stock Ideas
Standout features: Markets covered include stocks, ETFs, cryptocurrencies, bonds, FX, futures, options, commodities and indices; the current pricing page says TradingView is used by 100M traders and connects to hundreds of data feeds with direct access to 3,539,722 instruments worldwide., Supercharts with multi-chart layouts, custom intervals (incl. seconds and range bars), and more charts-per-tab on higher tiers (up to 16 on Ultimate)., Technical analysis toolkit with 400+ built-in indicators/strategies, 100,000+ community-powered indicators, 110+ smart drawing tools, Volume Profile, Time Price Opportunity, Volume Footprint, Volume Candles and auto chart patterns., and Cloud-based alerts (price/drawings/Pine scripts) with delivery via browser/email/apps/webhooks; Premium & Ultimate support open-ended (non-expiring) alerts.
Similarity score 1068Category overlap: 20%
Shared coverage
PortfolioData VisualizationsBroker Connectors
Assets: Stocks, Bonds, and ETFs
Experience: Intermediate and Advanced
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- Marketlog keeps a free tier, so you can replicate Addepar workflows without upgrading.
- Expands into Watchlist, Investor Holdings, and Risk Metrics coverage beyond what Addepar offers.
- Standout features include All-in-one portfolio tracker for stocks/equities, ETFs, options, bonds, funds, currencies/forex, crypto, and indices, available through the Marketlog web app and iOS/Android mobile apps., Manual and automated portfolio tracking: users can enter transactions manually or connect supported brokerage/bank accounts through Marketlog's data provider; connected portfolios are usually fetched end-of-day and updated with live market data during market hours., and Broker and bank connectivity for 2,000+ supported institutions; popular examples shown publicly include Fidelity, E*TRADE from Morgan Stanley, Vanguard, Schwab, Interactive Brokers, and Robinhood..
- Pair it with Addepar if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: Watchlist, Investor Holdings, Risk Metrics, and Monte Carlo
Standout features: All-in-one portfolio tracker for stocks/equities, ETFs, options, bonds, funds, currencies/forex, crypto, and indices, available through the Marketlog web app and iOS/Android mobile apps., Manual and automated portfolio tracking: users can enter transactions manually or connect supported brokerage/bank accounts through Marketlog's data provider; connected portfolios are usually fetched end-of-day and updated with live market data during market hours., Broker and bank connectivity for 2,000+ supported institutions; popular examples shown publicly include Fidelity, E*TRADE from Morgan Stanley, Vanguard, Schwab, Interactive Brokers, and Robinhood., and Portfolio analytics include gains, drawdowns, returns over different periods, diversification, goals, target allocation, benchmarking, statistics, and daily/weekly portfolio email updates.
Similarity score 1060Category overlap: 80%
Shared coverage
PortfolioData VisualizationsAPIs & SDKsBroker Connectors
Assets: Stocks, ETFs, and Currencies
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Tradervue keeps a free tier, so you can replicate Addepar workflows without upgrading.
- Expands into Risk Metrics coverage beyond what Addepar offers.
- Standout features include Auto-generated trade charts with entries and exits, viewable across multiple timeframes down to one minute., TradingView-powered charting with drawing tools, studies, and symbol comparisons (Silver/Gold)., and Supports stocks, ETFs, futures, forex, and options (options enabled on paid tiers)..
- Pair it with Addepar if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: Risk Metrics
Standout features: Auto-generated trade charts with entries and exits, viewable across multiple timeframes down to one minute., TradingView-powered charting with drawing tools, studies, and symbol comparisons (Silver/Gold)., Supports stocks, ETFs, futures, forex, and options (options enabled on paid tiers)., and Import trades via CSV/XLSX templates or Broker Sync integrations with daily/near real-time updates; current third-party checks continue to report broad broker coverage, with some automatic sync features concentrated in Gold.
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 Stock Ideas, Screeners, and Stock Comparison coverage beyond what Addepar offers.
- Standout features include Modern web-based research terminal with dashboards, customizable watchlists, portfolio views, and visualizations across 100,000+ global stocks, ETFs, mutual funds, and funds., Deep fundamentals and segment/KPI coverage, including proprietary KPI feeds for 2,250+ companies in the pricing table and largest 2,300 companies globally by market capitalization in API docs; history depth scales by plan tier., and AI Copilot for conversational research plus AI summaries and AI-generated reports, designed to speed up earnings, filings, and peer comparisons..
- Pair it with Addepar if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: Stock Ideas, Screeners, Stock Comparison, and Watchlist
Standout features: Modern web-based research terminal with dashboards, customizable watchlists, portfolio views, and visualizations across 100,000+ global stocks, ETFs, mutual funds, and funds., Deep fundamentals and segment/KPI coverage, including proprietary KPI feeds for 2,250+ companies in the pricing table and largest 2,300 companies globally by market capitalization in API docs; history depth scales by plan tier., AI Copilot for conversational research plus AI summaries and AI-generated reports, designed to speed up earnings, filings, and peer comparisons., and Fiscal MCP is now documented as a first-class integration surface: Fiscal.ai is an official Claude Connector, and the same Streamable HTTP MCP endpoint works with ChatGPT developer mode, Cursor, Codex CLI, VS Code Copilot, Gemini CLI and other MCP clients via OAuth or API-key bearer auth.
Similarity score 1016Category overlap: 20%
Shared coverage
PortfolioData VisualizationsBroker Connectors
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- Stock Rover keeps a free tier, so you can replicate Addepar workflows without upgrading.
- Expands into Stock Ideas, Screeners, and ETF Screeners coverage beyond what Addepar offers.
- Standout features include Advanced web application for stock and ETF comparison, screening, portfolio analytics, charting, alerts, stock ratings, earnings calendars, and brokerage integration; the public help center lists the current product version as V12.0., North American coverage: plan comparison pages advertise 14,000+ North American stocks, 7,000 ETFs, and 40,000 mutual funds; the FAQ separately says Stock Rover supports 40,000+ tickers across major U.S. and Canadian exchanges plus OTCBB/OTCPK., and Powerful screeners: custom stock and ETF screeners, ranked screening, guru-style metrics, screener snapshots, percentile screening on Ultimate tiers, historical/equation screening in Premium Plus and above, and 400+ to 800+ financial metrics depending on plan..
- Pair it with Addepar if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: Stock Ideas, Screeners, ETF Screeners, and Stock Comparison
Standout features: Advanced web application for stock and ETF comparison, screening, portfolio analytics, charting, alerts, stock ratings, earnings calendars, and brokerage integration; the public help center lists the current product version as V12.0., North American coverage: plan comparison pages advertise 14,000+ North American stocks, 7,000 ETFs, and 40,000 mutual funds; the FAQ separately says Stock Rover supports 40,000+ tickers across major U.S. and Canadian exchanges plus OTCBB/OTCPK., Powerful screeners: custom stock and ETF screeners, ranked screening, guru-style metrics, screener snapshots, percentile screening on Ultimate tiers, historical/equation screening in Premium Plus and above, and 400+ to 800+ financial metrics depending on plan., and Spreadsheet-like comparison table and tile views for comparing stocks, ETFs, funds, portfolios, indices, and custom datasets across financial, operational, pricing, valuation, dividend, analyst, ratings, momentum, and performance metrics.
Similarity score 1008Category overlap: 20%
Shared coverage
PortfolioData VisualizationsBroker Connectors
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- Delta by eToro keeps a free tier, so you can replicate Addepar workflows without upgrading.
- Expands into Watchlist, Alerts, and Calendar coverage beyond what Addepar offers.
- Standout features include All-in-one portfolio tracker for stocks, ETFs, mutual funds, crypto, NFTs, forex, commodities, and indices., Connects to broker, bank, crypto exchange, and wallet accounts with read-only syncing; users can also import via CSV or add manual transactions., and Portfolio dashboards show performance, asset allocation, portfolio diversity, geographic exposure, sector exposure, historical performance, gains/losses, fees, and portfolio P/E..
- Pair it with Addepar if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: Watchlist, Alerts, Calendar, and News
Standout features: All-in-one portfolio tracker for stocks, ETFs, mutual funds, crypto, NFTs, forex, commodities, and indices., Connects to broker, bank, crypto exchange, and wallet accounts with read-only syncing; users can also import via CSV or add manual transactions., Portfolio dashboards show performance, asset allocation, portfolio diversity, geographic exposure, sector exposure, historical performance, gains/losses, fees, and portfolio P/E., and Asset-level pages provide prices, charts, alerts, asset performance, analyst/news-style context, and detail pages for supported instruments.
Similarity score 999Category overlap: 23%
Shared coverage
Data VisualizationsData APIsAPIs & SDKs
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web, Mobile, and API
Pricing: Subscription
Why investors switch
- Perplexity 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 Upgraded price charts with volume bars, OHLCV tooltips, candlestick/area toggle, compare overlays, SMA indicator, and custom date ranges., Real-time newswire feeds for equities and markets, with headline → full story and related coverage., and Watchlist tab includes an AI-generated briefing across a user’s watchlist using price data and web news..
- Pair it with Addepar if you still need Wealth Management, Portfolio, and Portfolio Accounting / Book of Record.
Adds coverage: Screeners, Watchlist, News, and Calendar
Standout features: Upgraded price charts with volume bars, OHLCV tooltips, candlestick/area toggle, compare overlays, SMA indicator, and custom date ranges., Real-time newswire feeds for equities and markets, with headline → full story and related coverage., Watchlist tab includes an AI-generated briefing across a user’s watchlist using price data and web news., and Natural-language stock screener (“type what you want”) with filters/columns/sorting; screener coverage includes US and Indian equities.
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
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.
#20 Alternative
Analyst PickHands-on TestedFree Tier
Similarity score 985Category overlap: 17%
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).
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
Portfolio×17Data Visualizations×16APIs & SDKs×13Data APIs×12Broker Connectors×9Client & Investor Reporting×2Client Portal & Mobile App×1Householding & Multi-Entity×1
New angles introduced
Categories the alternatives add beyond Addepar.
Screeners+14Watchlist+14News+13Alerts+12Calendar+11Risk Metrics+10Blogs+9Financials+9
Free Access & Pricing
Free options
All 20
20 vetted picks keep a permanent free tier so you can validate workflows before upgrading.
Mobile ready
14/20
14 matches support mobile alongside Addepar.
API availability
12/20
12 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
10 starred / 11 tested
10 tools are flagged as analyst picks; 11 have been hands-on tested.
Avg. coverage overlap
28%
Average percentage of categories shared with the base tool.
Free Alternatives FAQ
What are the best free alternatives to Addepar?
Start with Sharesight, Koyfin, and GuruFocus to replicate Addepar workflows without paying for a subscription.
Do these picks stay permanently free?
Yes. Each platform listed keeps a standing free tier with no credit card required -- though export limits or seat caps may apply if you scale usage.
Which Addepar workflows stay covered on the free plan?
Expect solid overlap across Wealth Management, Portfolio, Client & Investor Reporting, Client Portal & Mobile App, Data APIs, APIs & SDKs, Broker Connectors, Householding & Multi-Entity, Model Portfolios & Sleeves, Data Visualizations, and Tax Lots / Lot Optimization, so core Addepar workflows can move over without a paid upgrade.
What extra coverage do the free alternatives add?
Risk Metrics, Performance Attribution, Downloadable Tax Reports, Capital Gains Estimator, Dividend Tax / ADR Withholding, Dividend, Compounding Calculator, Alerts, Screeners, ETF Screeners, Custom Dashboards, Correlation, Watchlist, News, Calendar, Financials, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Transcripts, Short Interest, ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Valuation, Fund Overview, Fund Performance, Fund Holdings, Yield Curves, Stock Ideas, Top Analysts, Stock Comparison, ETF Comparison, Quant, Backtesting, Investor Holdings, US Government Trades, Special Situations, IPO, Delisted, Acquisitions, Spin-offs, Dividends, Splits, Commitment of Traders (COT), Inflation Rates, Unemployment Rates, GDP, Interest Rates, Scores, Flags, Valuation Models, Improved Filings, Insider Data, Institutional Data, 13D/13G, 13F, Options, AI, AI Chat, Sheets / Excel Add-ins, Education, Blogs, Videos, Forums, Newsletters, Stock Handbook, Brokerage, Advanced Order Types, Smart/Direct Routing, Paper Trading, Options & Derivatives, Order Book / Level II, Crypto Derivatives, Factor Exposure, Bulls Say Bear Say, AI Report, AI Business Summary, News Sentiment, Buybacks & Authorizations, Guidance / Pre-announcements, Options P&L, Retirement Calculator, Consumer Sentiment, Housing & Construction, Market Sentiment, Central Bank Watcher, PMI / ISM, Retail Sales, CDS Spreads, AI Earnings Summary, Webhooks, Monte Carlo, AI Filings Summary, Fund Rating, Notes & Highlights, On-chain Analytics, DEX / DeFi, Wallet / Address Monitoring, ETF Overlap, Regulatory Filings Monitoring, Secondary Offerings, and Official Sources show up most often as bonus coverage beyond the base platform, giving you room to experiment before upgrading.
Where might I still rely on Addepar?
Portfolio Accounting / Book of Record, Alternatives / Capital Calls & Distributions, Householding & Multi-Entity, Fee Billing & Invoicing, Rebalancing & Trading, Model Portfolios & Sleeves, Data Visualizations, Tax Lots / Lot Optimization, Wealth Management, Client Portal & Mobile App, Data APIs, APIs & SDKs, Broker Connectors, Client & Investor Reporting, and Portfolio remain strengths for Addepar. Keep it handy for those tasks or plan for a paid upgrade if they matter.
Information
About Me
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Find me here:
- Twitter / X: @Jera_Value
- Website: Jera Value
Got questions or suggestions? I'm all ears!
Missing a Tool?
Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!
OR
Starred Tools
These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
Tested Tools
These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.