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 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. features, and a free tier (category overlap ~47%).
VOL. XCIV, NO. 247
Free Alternatives to Addepar
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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. Overlap27%Category match
Mobile Ready12Native apps
Quick takeaways
Every pick keeps a free tier; start with Sharesight, Koyfin, and PortfoliosLab 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., 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..
- 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., 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., 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., and Tax‑aware reporting with CGT, unrealised CGT, taxable income, traders tax and other country‑specific reports, driven by each portfolio’s tax residency setting.
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 1145Category overlap: 29%
Shared coverage
PortfolioData VisualizationsData APIsAPIs & SDKs
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- PortfoliosLab keeps a free tier, so you can replicate Addepar workflows without upgrading.
- Expands into Watchlist, Backtesting, and Correlation coverage beyond what Addepar offers.
- Standout features include Portfolio and instrument analytics suite with 20+ tools for performance, risk and optimization (portfolio analysis, portfolio performance, stock comparison, Sharpe, Sortino, Omega, Martin, VaR, CVaR, volatility models)., Portfolio tracking for both static and transactional portfolios, including lazy model portfolios and public user portfolios, with benchmarking against indices and other portfolios., and Backtesting of portfolios and single instruments with configurable rebalancing and long lookback windows (Free limited to ~10 years, paid plans use 40+ years of data)..
- Pair it with Addepar if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: Watchlist, Backtesting, Correlation, and Risk Metrics
Standout features: Portfolio and instrument analytics suite with 20+ tools for performance, risk and optimization (portfolio analysis, portfolio performance, stock comparison, Sharpe, Sortino, Omega, Martin, VaR, CVaR, volatility models)., Portfolio tracking for both static and transactional portfolios, including lazy model portfolios and public user portfolios, with benchmarking against indices and other portfolios., Backtesting of portfolios and single instruments with configurable rebalancing and long lookback windows (Free limited to ~10 years, paid plans use 40+ years of data)., and Stock, ETF and mutual fund screeners with hundreds of filters across thousands of instruments, recalculated daily.
Similarity score 1129Category overlap: 33%
Shared coverage
PortfolioData VisualizationsData APIsAPIs & SDKsBroker Connectors
Assets: Stocks, ETFs, and Closed-End Funds
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- Portfolio123 keeps a free tier, so you can replicate Addepar workflows without upgrading.
- Expands into Screeners, Quant, and Stock Ideas coverage beyond what Addepar offers.
- Standout features include Web‑based quant research terminal for building multifactor ranking systems, stock/ETF screens, and complete rules‑based strategies with no programming, powered by point‑in‑time FactSet data and marketed as free of survivorship and look‑ahead bias., Supports realistic simulations and backtests over roughly 20 years of history for US, Canadian, and European equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “Book of Strategies” to combine and analyze correlated systems., and Stock & ETF coverage uses fundamentals, estimates, corporate actions, plus industry/sector classification, with “over 15,000 current US, Canadian, and European stocks” and many more historical issues..
- Pair it with Addepar if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: Screeners, Quant, Stock Ideas, and Watchlist
Standout features: Web‑based quant research terminal for building multifactor ranking systems, stock/ETF screens, and complete rules‑based strategies with no programming, powered by point‑in‑time FactSet data and marketed as free of survivorship and look‑ahead bias., Supports realistic simulations and backtests over roughly 20 years of history for US, Canadian, and European equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “Book of Strategies” to combine and analyze correlated systems., Stock & ETF coverage uses fundamentals, estimates, corporate actions, plus industry/sector classification, with “over 15,000 current US, Canadian, and European stocks” and many more historical issues., and AI Factor lets users train machine‑learning factors and plug them into ranking systems and strategies alongside traditional factors, with supporting API endpoints.
Similarity score 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 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.
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 global stocks, ETFs, mutual funds, and funds., Deep fundamentals and segment/KPI coverage, including proprietary KPI feeds for ~2,250+ companies and history depth that scales with 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 global stocks, ETFs, mutual funds, and funds., Deep fundamentals and segment/KPI coverage, including proprietary KPI feeds for ~2,250+ companies and history depth that scales with plan tier., AI Copilot for conversational research plus AI summaries and AI-generated reports, designed to speed up earnings, filings, and peer comparisons., and Integrated analyst data (forward estimates, revisions, ratings, and price targets) aligned with standardized and adjusted metrics.
Similarity score 1042Category overlap: 20%
Shared coverage
Wealth ManagementPortfolioData Visualizations
Assets: Stocks, Bonds, and ETFs
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- DeepVest keeps a free tier, so you can replicate Addepar workflows without upgrading.
- Expands into AI, AI Chat, and Screeners coverage beyond what Addepar offers.
- Standout features include Conversational “investment intelligence” interface: ask investment questions and generate research/portfolio strategy via natural language (incl. model portfolios, optimizations, screening, technical/fundamental/macro analysis)., Backtesting tooling: marketed as “instant backtesting”/strategy backtesting available in-product (Free includes strategy backtesting)., and Stock/asset screening via natural language; product page cites filtering by 100+ fundamental metrics (plan comparison also lists “advanced stock screening”)..
- Pair it with Addepar if you still need Portfolio Accounting / Book of Record, Client & Investor Reporting, and Alternatives / Capital Calls & Distributions.
Adds coverage: AI, AI Chat, Screeners, and Backtesting
Standout features: Conversational “investment intelligence” interface: ask investment questions and generate research/portfolio strategy via natural language (incl. model portfolios, optimizations, screening, technical/fundamental/macro analysis)., Backtesting tooling: marketed as “instant backtesting”/strategy backtesting available in-product (Free includes strategy backtesting)., Stock/asset screening via natural language; product page cites filtering by 100+ fundamental metrics (plan comparison also lists “advanced stock screening”)., and Portfolio + risk analytics positioning: portfolio optimization & risk analysis (Advisor Premium), plus rolling drawdown/beta/correlation analysis and scenario analysis (rate shocks) listed in plan comparison.
Similarity score 1030Category 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 Stock Ideas coverage beyond what Addepar offers.
- Standout features include Markets covered include stocks, ETFs, cryptocurrencies, bonds, FX, futures, and indices., 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+ public indicators, and 110+ drawing tools..
- Pair it with Addepar if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: Quant, Screeners, Stock Ideas, and Watchlist
Standout features: Markets covered include stocks, ETFs, cryptocurrencies, bonds, FX, futures, and indices., 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+ public indicators, and 110+ drawing tools., 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 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 998Category overlap: 20%
Shared coverage
PortfolioData VisualizationsData APIs
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web, Mobile, and API
Pricing: Subscription
Why investors switch
- GuruFocus keeps a free tier, so you can replicate Addepar workflows without upgrading.
- Expands into Screeners, Stock Ideas, and Stock Comparison coverage beyond what Addepar offers.
- Standout features include Global value-investing research platform covering ~100,000 stocks in ~100 markets plus 8,000+ institutional investors and 15,000+ mutual funds holdings, designed to provide historical financial and valuation data for long-term investors., All-in-One Screener offers 500+ fundamental, valuation, profitability, growth, dividend, guru and insider filters, supports custom filters/formulas and screening by regions, countries, exchanges and user portfolios., and Stock pages combine up to 30-year financial statements, valuation ratios, proprietary GF Score (quality, value, growth, momentum and GF value), dividend data, ownership, operating/segment metrics, filings, transcripts, PDF reports and downloadable charts/tables..
- Pair it with Addepar if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: Screeners, Stock Ideas, Stock Comparison, and Investor Holdings
Standout features: Global value-investing research platform covering ~100,000 stocks in ~100 markets plus 8,000+ institutional investors and 15,000+ mutual funds holdings, designed to provide historical financial and valuation data for long-term investors., All-in-One Screener offers 500+ fundamental, valuation, profitability, growth, dividend, guru and insider filters, supports custom filters/formulas and screening by regions, countries, exchanges and user portfolios., Stock pages combine up to 30-year financial statements, valuation ratios, proprietary GF Score (quality, value, growth, momentum and GF value), dividend data, ownership, operating/segment metrics, filings, transcripts, PDF reports and downloadable charts/tables., and Guru and institutional tools track portfolios and trades of thousands of investors, including real-time guru picks, 13F and 13D/13G data for all institutional investors (PremiumPlus+), mutual fund holdings, sector/geographic trends, ETF and options holdings.
Similarity score 998Category overlap: 20%
Shared coverage
PortfolioData 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, and corporate insiders) 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 AI Stock Analysis: automated report that analyzes financial statements, earnings call transcripts, SEC 8‑K filings, technical indicators and market sentiment to generate an AI score and price target; includes strengths/risks, peer comparison, and corporate-event summaries..
- 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, and corporate insiders) 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)., AI Stock Analysis: automated report that analyzes financial statements, earnings call transcripts, SEC 8‑K filings, technical indicators and market sentiment to generate an AI score and price target; includes strengths/risks, peer comparison, and corporate-event summaries., and Stock/ETF research workflow includes analyst forecasts/consensus & price targets plus pages/tabs for news/insights, dividends, earnings, ownership, financials, and technical analysis (example: AAPL).
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.
Similarity score 986Category overlap: 14%
Shared coverage
PortfolioBroker Connectors
Assets: Stocks, Bonds, and ETFs
Experience: Intermediate and Advanced
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- Snowball Analytics keeps a free tier, so you can replicate Addepar workflows without upgrading.
- Expands into Watchlist, Backtesting, and Dividend coverage beyond what Addepar offers.
- Standout features include Dividend-focused global portfolio tracker that consolidates multiple brokerage accounts, custom assets and cash into one view, including composite “My Net Worth” portfolios for combined analytics., Supports wide asset coverage including stocks, ETFs, mutual funds, REITs, bonds, digital currencies, precious metals and custom assets such as real estate and alternative investments, across 60–70+ global exchanges and 25–30+ currencies., and Flexible data import via 1,000+ broker connections through Yodlee/SnapTrade, broker statement/CSV uploads and manual entry (including a simplified “holdings only” mode), with nightly sync and manual refresh controls..
- Pair it with Addepar if you still need Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
Adds coverage: Watchlist, Backtesting, Dividend, and Dividends
Standout features: Dividend-focused global portfolio tracker that consolidates multiple brokerage accounts, custom assets and cash into one view, including composite “My Net Worth” portfolios for combined analytics., Supports wide asset coverage including stocks, ETFs, mutual funds, REITs, bonds, digital currencies, precious metals and custom assets such as real estate and alternative investments, across 60–70+ global exchanges and 25–30+ currencies., Flexible data import via 1,000+ broker connections through Yodlee/SnapTrade, broker statement/CSV uploads and manual entry (including a simplified “holdings only” mode), with nightly sync and manual refresh controls., and User-defined category system and target allocations help plan strategy, structure portfolios and power a rebalancing tool that suggests trades to keep allocations on target.
Similarity score 985Category 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 says the platform is available in 44 language editions, covers 250 exchanges, and tracks more than 300,000 financial instruments., 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 says the platform is available in 44 language editions, covers 250 exchanges, and tracks more than 300,000 financial instruments., 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 50M+ downloads, and the iOS listing describes live quotes/charts across 100,000+ instruments.
#18 Alternative
Analyst PickHands-on TestedFree Tier
Similarity score 985Category overlap: 18%
Shared coverage
Data APIsAPIs & SDKs
Assets: Stocks, Bonds, and ETFs
Experience: Intermediate and Advanced
Platforms: Web and API
Why investors switch
- SEC EDGAR - Company Filings (Full‑Text Search & Search Filings) keeps a free tier, so you can replicate Addepar workflows without upgrading.
- Expands into Regulatory Filings Monitoring, IPO, and Secondary Offerings coverage beyond what Addepar offers.
- Standout features include Full‑Text Search (since 2001) with fielded filters: word/phrase, company/ticker/CIK/person, filing category/types, filed date ranges, ‘principal executive offices in’ and ‘incorporated in’., ‘Latest Filings’ list shows filings as they are submitted (with RSS for any filter; ownership Forms 3/4/5 can be included/excluded/only)., and Company Search with ‘more search options’, plus dedicated searches for Mutual Funds (prospectuses/proxy voting) and Variable Insurance Products..
- Pair it with Addepar if you still need Wealth Management, Portfolio, and Portfolio Accounting / Book of Record.
Adds coverage: Regulatory Filings Monitoring, IPO, Secondary Offerings, and Insider Data
Standout features: Full‑Text Search (since 2001) with fielded filters: word/phrase, company/ticker/CIK/person, filing category/types, filed date ranges, ‘principal executive offices in’ and ‘incorporated in’., ‘Latest Filings’ list shows filings as they are submitted (with RSS for any filter; ownership Forms 3/4/5 can be included/excluded/only)., Company Search with ‘more search options’, plus dedicated searches for Mutual Funds (prospectuses/proxy voting) and Variable Insurance Products., and CIK Lookup & helper datasets (company_tickers*.json) to map tickers↔CIK (company/fund/series/class).
Similarity score 979Category overlap: 13%
Shared coverage
Data APIsAPIs & SDKs
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- FinancialData.Net keeps a free tier, so you can replicate Addepar workflows without upgrading.
- Expands into Sheets / Excel Add-ins, Quant, and News coverage beyond what Addepar offers.
- Standout features include REST API for real-time and historical stock market data, company financial statements, insider and institutional trading data, earnings releases, and other financial datasets., Coverage across US and international markets, including equities, indices, funds, derivatives, OTC securities, crypto, forex, and commodities., and Pricing dataset table advertises 252,000+ tickers across 20+ exchanges, with symbols for stocks, ETFs, commodities, OTC securities, indices, options, futures, crypto, forex, and mutual funds..
- Pair it with Addepar if you still need Wealth Management, Portfolio, and Portfolio Accounting / Book of Record.
Adds coverage: Sheets / Excel Add-ins, Quant, News, and Calendar
Standout features: REST API for real-time and historical stock market data, company financial statements, insider and institutional trading data, earnings releases, and other financial datasets., Coverage across US and international markets, including equities, indices, funds, derivatives, OTC securities, crypto, forex, and commodities., Pricing dataset table advertises 252,000+ tickers across 20+ exchanges, with symbols for stocks, ETFs, commodities, OTC securities, indices, options, futures, crypto, forex, and mutual funds., and Historical data coverage varies by endpoint: homepage messaging says over 20 years overall; the pricing table lists end-of-day prices since 2015, company/fundamentals since 2010, market news since 2006, ESG since 2020, and corporate actions since 1964.
Similarity score 970Category 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 Analysis 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 Research coverage for 130,000+ global stocks and funds, including stock prices, financials, forecasts, charts, news, and all S&P 500 companies., Public stock research pages include quote data, overview metrics, company profile, financial statements, ratios/KPIs, statistics, metrics, dividends, price history, analyst forecasts, analyst ratings, price targets, and news., and Screening tools include stock, ETF, IPO, and mutual-fund screeners; the stock screener supports country/exchange selection, saved screens, filters, indicators, watchlist actions, and downloadable tables..
- 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: Research coverage for 130,000+ global stocks and funds, including stock prices, financials, forecasts, charts, news, and all S&P 500 companies., Public stock research pages include quote data, overview metrics, company profile, financial statements, ratios/KPIs, statistics, metrics, dividends, price history, analyst forecasts, analyst ratings, price targets, and news., Screening tools include stock, ETF, IPO, and mutual-fund screeners; the stock screener supports country/exchange selection, saved screens, filters, indicators, watchlist actions, and downloadable tables., and ETF and fund analysis includes ETF screener, ETF comparison, ETF providers/new launches, ETF holdings, mutual-fund screener, fund performance data, and holdings/count data for mutual funds.
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
Portfolio×17Data Visualizations×15APIs & SDKs×10Data APIs×10Broker Connectors×9Client & Investor Reporting×2Wealth Management×2Client Portal & Mobile App×1
New angles introduced
Categories the alternatives add beyond Addepar.
Calendar+12News+12Screeners+12Alerts+11Financials+11Watchlist+11Dividends+10Risk Metrics+10
Free Access & Pricing
Free options
All 20
20 vetted picks keep a permanent free tier so you can validate workflows before upgrading.
Mobile ready
12/20
12 matches support mobile alongside Addepar.
API availability
10/20
10 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
9 starred / 10 tested
9 tools are flagged as analyst picks; 10 have been hands-on tested.
Avg. coverage overlap
27%
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 PortfoliosLab 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, Backtesting, Factor Exposure, Stock Comparison, ETF Comparison, Quant, Stock Ideas, GDP, Interest Rates, Unemployment Rates, Consumer Sentiment, Housing & Construction, Education, Blogs, Videos, Sheets / Excel Add-ins, AI, AI Chat, Options, Commitment of Traders (COT), Dividends, Splits, Retirement Calculator, Investor Holdings, Monte Carlo, IPO, Inflation Rates, Valuation Models, Improved Filings, Insider Data, Institutional Data, 13F, AI Business Summary, AI Filings Summary, AI Earnings Summary, AI Report, Webhooks, Newsletters, Scenario & Stress Tests, Audit Trail / Supervision, Paper Trading, Order Book / Level II, On-chain Analytics, DEX / DeFi, Wallet / Address Monitoring, US Government Trades, Special Situations, Spin-offs, Acquisitions, Delisted, Scores, 13D/13G, Forums, Stock Handbook, Top Analysts, Options & Derivatives, Bulls Say Bear Say, News Sentiment, Buybacks & Authorizations, Options P&L, ETF Overlap, Market Sentiment, Central Bank Watcher, PMI / ISM, Retail Sales, CDS Spreads, Regulatory Filings Monitoring, Secondary Offerings, ESG Ratings, Bankruptcy, and Ticker Changes 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
- Substack: Jera Value
- Website: Jera Value
Got questions or suggestions? I'm all ears!
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Suggest on XStarred 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.