Free Alternatives to Addepar

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Free replacement verdicts

Free Alternatives to Addepar

Zero-cost replacements grouped by fit, tradeoffs, pricing friction, 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 Data Visualizations to Portfolio and beyond. Each pick below is framed by fit, caveats, and access friction so you can trial replacements without opening your wallet.

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Which Alternative Should You Use?

Sharesight

Closest replacement

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

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

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

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Koyfin

Best workflow fit

Best for: Investors who want a modern web/mobile financial terminal with dashboards, charts, screeners, portfolios, news, and alerts.

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

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

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GuruFocus

Strong runner-up

Best for: Value investors who want long historical fundamentals, GF Score, GF Value, and guru/institutional holdings.

GuruFocus best matches the base workflow on portfolio tracking, charting and technical analysis, and API and market data.
GuruFocus adds a free starting point that the base tool does not show. Free access caveat: signup required and Free account has limited platform access..

Watch for: Paid access is region and tier dependent: Annual paid memberships, region add-ons, API plans, and pay-as-you-go API credits.

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Portseido

Strong runner-up

Best for: Self-directed global investors who want transaction-based performance, dividends, allocation, benchmarks, and custom assets across web and mobile.

Portseido best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
Portseido adds a free starting point that the base tool does not show. Free access caveat: signup required and Free plan is available with portfolio and transaction limits..

Watch for: Free and Plus tiers have transaction caps: Free supports a small portfolio and Plus still caps total transactions; heavier users need Pro.

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Detailed Alternatives

Sharesight

Closest replacementWorkflow overlap 71%

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

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web, Mobile, and API
Assets: Stocks, Bonds, and ETFs
Experience: Intermediate and Advanced

Why switch

Sharesight best matches the base workflow on advisor client reporting, portfolio tracking, and portfolio analytics.
Sharesight matches the base audience on Financial Advisors, RIAs / Wealth Firms, and Family Offices.
You gain Risk Metrics, Performance Attribution, Downloadable Tax Reports, and Capital Gains Estimator.

Watch out

Major switch gaps: missing Closed-End Funds, Currencies, and Private Funds coverage, missing Data Visualizations and Tax Lots / Lot Optimization workflows, and does not clearly cover broker-connected trading, market data API, and charting and technical analysis.
Avoid as a full replacement if you rely on broker-connected trading, market data API, and charting and technical analysis.
Free plan is capped at 10 holdings: The free tier is limited to one portfolio, 10 holdings, and one custom group.
Free-plan limits: Signup required, Free plan tracks one portfolio with up to 10 holdings., and Advanced reports, more portfolios, unlimited holdings, and business workflows require paid plans..

Shared coverage

Wealth ManagementPortfolioAdvisor OperationsAPIs & Data FeedsBroker Connectors

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Koyfin

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 43%

Bottom line: Investors who want a modern web/mobile financial terminal with dashboards, charts, screeners, portfolios, news, and alerts.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks, Bonds, and ETFs
Experience: Intermediate and Advanced
Plans: Other

Why switch

Koyfin best matches the base workflow on advisor client reporting, portfolio tracking, and portfolio analytics.
Koyfin matches the base audience on Institutional Investors, Financial Advisors, and RIAs / Wealth Firms.
You gain Screeners, ETF Screeners, Custom Dashboards, and Correlation.

Watch out

Major switch gaps: missing API access, missing Funds, Private Funds, and Real Estate coverage, and missing Wealth Management, Tax Lots / Lot Optimization, and APIs & Data Feeds workflows.
Avoid as a full replacement if you rely on broker-connected trading, market data API, and long-term portfolio tracking.
No public API: Koyfin does not provide user-facing data access through an API.
Free-plan limits: Signup required, Free plan includes limited watchlists, screens, dashboards, alerts, portfolios, financials, and estimates history., and Advisor reporting and custodian integrations require Advisor plans..

Shared coverage

PortfolioAdvisor OperationsData Visualizations

GuruFocus

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 57%

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

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web, Mobile, and API
Assets: Stocks, Bonds, and ETFs
Experience: Intermediate and Advanced
Plans: Other

Why switch

GuruFocus best matches the base workflow on portfolio tracking, charting and technical analysis, and API and market data.
GuruFocus matches the base audience on Asset Managers, Intermediate, and Advanced.
You gain Stock Ideas, Screeners, ETF Screeners, and Top Analysts.

Watch out

Major switch gaps: missing Closed-End Funds, Currencies, and Private Funds coverage, missing Wealth Management, Advisor Operations, and Tax Lots / Lot Optimization workflows, and does not clearly cover advisor client reporting, portfolio analytics, and broker-connected trading.
Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and broker-connected trading.
Paid access is region and tier dependent: Annual paid memberships, region add-ons, API plans, and pay-as-you-go API credits.
Free-plan limits: Signup required, Free account has limited platform access., and Free members have limited portfolio capacity..

Shared coverage

PortfolioData VisualizationsAPIs & Data FeedsBroker Connectors

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Portseido

Best free-tier fitWorkflow overlap 57%

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

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced

Why switch

Portseido best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
Portseido matches the base audience on Intermediate, Advanced, and retail investors.
You gain Performance Attribution, Risk Metrics, Dividends, and Splits.

Watch out

Major switch gaps: missing API access, missing Bonds, Closed-End Funds, and Funds coverage, and missing Wealth Management, Advisor Operations, and APIs & Data Feeds workflows.
Avoid as a full replacement if you rely on advisor client reporting, broker-connected trading, and market data API.
Free and Plus tiers have transaction caps: Free supports a small portfolio and Plus still caps total transactions; heavier users need Pro.
Free-plan limits: Signup required, Free plan is available with portfolio and transaction limits., and Pro has a 14-day trial with no credit card required..

Shared coverage

PortfolioData VisualizationsTax Lots / Lot OptimizationBroker Connectors

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TradingView

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 43%

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

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks, Bonds, and ETFs
Experience: Intermediate and Advanced
Plans: Other

Why switch

TradingView best matches the base workflow on portfolio tracking, broker-connected trading, and charting and technical analysis.
TradingView matches the base audience on Intermediate, Advanced, and retail investors.
You gain Quant, Screeners, ETF Screeners, and Stock Ideas.

Watch out

Major switch gaps: missing API access, missing Mutual Funds, Closed-End Funds, and Funds coverage, and missing Wealth Management, Advisor Operations, and Tax Lots / Lot Optimization workflows.
Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and market data API.
Real-time market data can require add-ons: Optional real-time quote subscriptions and exchange-specific data fees.
Free-plan limits: Signup required, Basic tier limits charts per tab, indicators, alerts, watchlists, and historical bars., and Some real-time exchange data is sold separately from platform plans..

Shared coverage

PortfolioData VisualizationsBroker Connectors

Open TradingView View details Compare

TipRanks

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 43%

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

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web, Mobile, and API
Assets: Stocks, ETFs, and Currencies
Experience: Intermediate and Advanced
Plans: Other

Why switch

TipRanks best matches the base workflow on portfolio tracking, portfolio analytics, and charting and technical analysis.
TipRanks matches the base audience on Institutional Investors, Intermediate, and Advanced.
You gain Stock Ideas, Top Analysts, Screeners, and ETF Screeners.

Watch out

Major switch gaps: missing Bonds, Mutual Funds, and Closed-End Funds coverage, missing Wealth Management, Advisor Operations, and Tax Lots / Lot Optimization workflows, and does not clearly cover advisor client reporting, broker-connected trading, and market data API.
Avoid as a full replacement if you rely on advisor client reporting, broker-connected trading, and market data API.
Best tools are paid: Premium and Ultimate gate Smart Portfolio, Smart Score, expert/insider/hedge-fund tools, exports, and higher MCP quotas.
Free-plan limits: Signup required, Free/Basic MCP OAuth quota is 10 tool calls per month., and Free API-key tier is limited to 5 requests per minute and 50 requests per month..

Shared coverage

PortfolioData VisualizationsAPIs & Data Feeds

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Investing.com

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 29%

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

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks, Bonds, and ETFs
Experience: Intermediate and Advanced

Why switch

Investing.com best matches the base workflow on portfolio tracking, charting and technical analysis, and API and market data.
Investing.com matches the base audience on Intermediate, Advanced, and retail investors.
You gain Stock Ideas, Screeners, Stock Comparison, and Options.

Watch out

Major switch gaps: missing API access, missing Mutual Funds and Private Funds coverage, and missing Wealth Management, Advisor Operations, and Tax Lots / Lot Optimization workflows.
Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and broker-connected trading.
Not a broker or API product: Investing.com does not provide direct trading execution or a public API; widgets and RSS are the main integration surfaces.
Free-plan limits: Free access is ad-supported and does not include the full InvestingPro research layer., WarrenAI, ProPicks, premium reports, and deeper datasets are plan-gated., and Market-data latency and real-time availability vary by instrument and source..

Shared coverage

PortfolioData Visualizations

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Portfolio123

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 57%

Bottom line: Rules-based investors who want point-in-time stock and ETF simulations.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and API
Assets: Stocks, ETFs, and Closed-End Funds
Experience: Intermediate and Advanced
Plans: Other

Why switch

Portfolio123 best matches the base workflow on portfolio tracking, charting and technical analysis, and API and market data.
Portfolio123 matches the base audience on Institutional Investors, Financial Advisors, and Intermediate.
You gain Screeners, Quant, Stock Ideas, and Scores.

Watch out

Major switch gaps: missing Mobile access, missing Bonds, Mutual Funds, and Funds coverage, and missing Wealth Management, Advisor Operations, and Tax Lots / Lot Optimization workflows.
Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and broker-connected trading.
Advanced research is paid: Free Manage covers portfolio tracking, while ranking, screening, backtesting, API, and DataMiner workflows sit behind paid trials or subscriptions.
Free-plan limits: Signup required, Free Manage module is separate from paid Research, API, and DataMiner access., and Homepage-led screener and backtesting access is time limited..

Shared coverage

PortfolioData VisualizationsAPIs & Data FeedsBroker Connectors

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Stock Rover

Hands-on Tested

Best free-tier fitWorkflow overlap 43%

Bottom line: Serious individual investors who want deep North American stock, ETF, and fund screening.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced

Why switch

Stock Rover best matches the base workflow on portfolio tracking, portfolio analytics, and charting and technical analysis.
Stock Rover matches the base audience on Financial Advisors, Intermediate, and Advanced.
You gain Stock Ideas, Screeners, ETF Screeners, and Stock Comparison.

Watch out

Major switch gaps: missing API access, missing Bonds, Currencies, and Private Funds coverage, and missing Wealth Management, Advisor Operations, and Tax Lots / Lot Optimization workflows.
Avoid as a full replacement if you rely on advisor client reporting, broker-connected trading, and market data API.
North America-focused coverage: U.S. and Canadian exchange support plus OTC boards.
Free-plan limits: Signup required, New signups can test Stock Rover through a 14-day free trial with no credit card required., and Free plan has monthly limits for Stock Scores and Research Reports..

Shared coverage

PortfolioData VisualizationsBroker Connectors

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Marketlog

Best free-tier fitWorkflow overlap 43%

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

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks, Bonds, and ETFs
Experience: Intermediate and Advanced

Why switch

Marketlog best matches the base workflow on portfolio tracking, portfolio analytics, and broker-connected trading.
Marketlog matches the base audience on Intermediate, Advanced, and retail investors.
You gain Watchlist, Institutional Ownership, Risk Metrics, and Monte Carlo.

Watch out

Major switch gaps: missing API access, missing Mutual Funds, Closed-End Funds, and Private Funds coverage, and missing Wealth Management, Advisor Operations, and Tax Lots / Lot Optimization workflows.
Avoid as a full replacement if you rely on advisor client reporting, market data API, and backtesting and quant research.
Not a broker or adviser: Marketlog tracks and analyzes portfolios but does not execute trades, provide fiduciary advice, or act as an exchange.
Free-plan limits: Signup required, Free plan supports 1 portfolio, 12 holdings, 100 transactions, manual tracking, and 5 years pricing data., and App Store lists Plus monthly at $7.99, Plus yearly at $79.99, Pro monthly at $17.99, and Pro yearly at $179.99..

Shared coverage

PortfolioData VisualizationsBroker Connectors

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Tradervue

Strong workflow fitWorkflow overlap 80%

Bottom line: Active traders who want a mature trade journal with imports, broker sync, trade charts, reporting, sharing, mentoring, and risk analytics.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web
Assets: Stocks, ETFs, and Currencies
Experience: Intermediate and Advanced

Why switch

Tradervue best matches the base workflow on portfolio tracking, portfolio analytics, and broker-connected trading.
Tradervue matches the base audience on Intermediate, Advanced, and retail investors.
You gain Risk Metrics, Auto-generated trade charts with entries and exits, viewable across multiple timeframes down to one minute., TradingView-powered charting with drawing tools, studies, and symbol comparisons (Silver/Gold)., and Supports stocks, ETFs, futures, forex, and options (options enabled on paid tiers)..

Watch out

Major switch gaps: missing Mobile and API access, missing Bonds, Mutual Funds, and Closed-End Funds coverage, and missing Wealth Management, Advisor Operations, and Tax Lots / Lot Optimization workflows.
Avoid as a full replacement if you rely on advisor client reporting, market data API, and long-term portfolio tracking.
Free plan is capped: Official quota help says free users can import 30 trades per calendar month; paid plans remove that trade-import cap.
Free-plan limits: Signup required, Official help says free users are limited to importing 30 trades per calendar month., and Pricing page lists Silver and Gold paid plans, with trial periods available for new paid users..

Shared coverage

PortfolioData VisualizationsAPIs & Data FeedsBroker Connectors

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Delta by eToro

Best free-tier fitWorkflow overlap 43%

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

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced

Why switch

Delta by eToro best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
Delta by eToro matches the base audience on Intermediate, Advanced, and retail investors.
You gain Watchlist, Alerts, Calendar, and News.

Watch out

Major switch gaps: missing API access, missing Bonds, Closed-End Funds, and Private Funds coverage, and missing Wealth Management, Advisor Operations, and Tax Lots / Lot Optimization workflows.
Avoid as a full replacement if you rely on advisor client reporting, broker-connected trading, and market data API.
Free tier is asset-capped: Basic is positioned for up to 10 tracked assets; larger portfolios need PRO or PRO+.
Free-plan limits: Signup required, Basic is free with a limited number of tracked assets., and PRO and PRO+ unlock higher asset limits, deeper analytics, AI/context features, and advanced reporting..

Shared coverage

PortfolioData VisualizationsBroker Connectors

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PortfoliosLab

Best free-tier fitWorkflow overlap 43%

Bottom line: Long-term investors who want portfolio backtests, risk metrics, correlations, optimization, and screeners in a single low-cost web workflow.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and API
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced

Why switch

PortfoliosLab best matches the base workflow on portfolio tracking, portfolio analytics, and charting and technical analysis.
PortfoliosLab matches the base audience on Institutional Investors, Financial Advisors, and Intermediate.
You gain Watchlist, Backtesting, Correlation, and Risk Metrics.

Watch out

Major switch gaps: missing Mobile access, missing Bonds, Closed-End Funds, and Private Funds coverage, and missing Wealth Management, Advisor Operations, and Tax Lots / Lot Optimization workflows.
Avoid as a full replacement if you rely on advisor client reporting, broker-connected trading, and market data API.
Free tier is small: Free access is capped at 1 watchlist, 100 symbols, 15 holdings per portfolio, 10 calculations per month, and 5 years of history.
Free-plan limits: Signup required, Free plan includes 1 watchlist, 100 symbols, 15 holdings per portfolio, 10 calculations/month, and 5 years of history., and Plus is shown from $8.33/month annually, Pro from $20.83/month annually, and Max from $75/month annually with MCP access..

Shared coverage

PortfolioData VisualizationsAPIs & Data Feeds

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Wealthfolio

Best free-tier fitWorkflow overlap 43%

Bottom line: Privacy-conscious long-term investors who want portfolio, net-worth, spending, and retirement-planning workflows in a local database they control.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks, Bonds, and ETFs
Experience: Intermediate and Advanced

Why switch

Wealthfolio best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
Wealthfolio matches the base audience on Intermediate, Advanced, and retail investors.
You gain Performance Attribution, Risk Metrics, Monte Carlo, and Retirement Calculator.

Watch out

Major switch gaps: missing API access, missing Closed-End Funds, Funds, and Private Funds coverage, and missing Wealth Management, Advisor Operations, and Tax Lots / Lot Optimization workflows.
Avoid as a full replacement if you rely on advisor client reporting, broker-connected trading, and market data API.
No native Android app: Native Android is planned but not available. Android users currently need the progressive web app from a self-hosted Wealthfolio instance.
Free-plan limits: The AGPL-3.0 core app is free, uses pay-what-you-want downloads, and does not require an account., Free use relies on manual tracking or CSV imports; automatic brokerage and device sync require Wealthfolio Connect., and Self-hosted use requires the user to supply and maintain the server, authentication, secrets, backups, and updates..

Shared coverage

PortfolioData VisualizationsBroker Connectors

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Snowball Analytics

Best free-tier fitWorkflow overlap 29%

Bottom line: Multi-asset investors who want dividend analytics, broker sync, backtesting, fund look-through, and portfolio dashboards.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks, Bonds, and ETFs
Experience: Intermediate and Advanced

Why switch

Snowball Analytics best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
Snowball Analytics matches the base audience on Intermediate, Advanced, and retail investors.
You gain Watchlist, Backtesting, Dividends, and Dividend Tax / ADR Withholding.

Watch out

Major switch gaps: missing API access, missing Closed-End Funds, Private Funds, and Options coverage, and missing Wealth Management, Advisor Operations, and Data Visualizations workflows.
Avoid as a full replacement if you rely on advisor client reporting, broker-connected trading, and market data API.
Free plan is intentionally limited: Free access is capped at one portfolio, 10 holdings, one custom asset, one watchlist, and shorter history.
Free-plan limits: Signup required, Free plan has portfolio, holding, custom asset, watchlist, and history limits., and Paid plans have a 14-day trial with no credit card required..

Shared coverage

PortfolioBroker Connectors

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Fiscal.ai

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 43%

Bottom line: Investors who want AI-assisted public-company research backed by fundamentals, estimates, transcripts, filings, and dashboards.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and API
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Plans: Other

Why switch

Fiscal.ai best matches the base workflow on portfolio tracking, charting and technical analysis, and API and market data.
Fiscal.ai matches the base audience on Institutional Investors, Financial Advisors, and Intermediate.
You gain Stock Ideas, Screeners, Stock Comparison, and Watchlist.

Watch out

Major switch gaps: missing Mobile access, missing Bonds, Closed-End Funds, and Currencies coverage, and missing Wealth Management, Advisor Operations, and Tax Lots / Lot Optimization workflows.
Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and broker-connected trading.
Meaningful limits on free access: The free API trial is capped by allowed companies, burst requests, and daily request volume; deeper history, exports, and advanced datasets require paid plans.
Free-plan limits: Signup required, Free terminal access has dashboard, history, event, and AI prompt limits., and Free API access is capped by allowed companies, burst rate, and daily requests..

Shared coverage

PortfolioData VisualizationsAPIs & Data Feeds

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Stock Analysis

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 43%

Bottom line: Regular investors who want fast stock and fund research pages, screeners, comparisons, watchlists, and market calendars.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced

Why switch

Stock Analysis best matches the base workflow on portfolio tracking, charting and technical analysis, and API and market data.
Stock Analysis matches the base audience on Intermediate, Advanced, and retail investors.
You gain Stock Ideas, Screeners, ETF Screeners, and Top Analysts.

Watch out

Major switch gaps: missing API access, missing Bonds, Currencies, and Private Funds coverage, and missing Wealth Management, Advisor Operations, and Tax Lots / Lot Optimization workflows.
Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and broker-connected trading.
No public API: Stock Analysis does not currently offer API access.
Free-plan limits: Free access is ad-supported., Free exports and financial history are limited compared with Pro and Unlimited., and Brokerage sync, active alerts, full ETF holdings, and advanced analyst filtering require paid plans..

Shared coverage

PortfolioData VisualizationsBroker Connectors

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OpenBB

Best free-tier fitWorkflow overlap 29%

Bottom line: Analysts and teams who want a customizable financial workspace that connects their own data, vendors, dashboards, and AI agents.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web, Mobile, and API
Assets: Stocks, Bonds, and ETFs
Experience: Intermediate and Advanced
Plans: Other

Why switch

OpenBB best matches the base workflow on charting and technical analysis, API and market data, and options and trading workflows.
OpenBB matches the base audience on Institutional Investors, Intermediate, and Advanced.
You gain Sheets / Excel Add-ins, Custom Dashboards, AI Research, and AI Chat.

Watch out

Major switch gaps: missing Mutual Funds, Closed-End Funds, and Funds coverage, missing Wealth Management, Portfolio, and Advisor Operations workflows, and does not clearly cover advisor client reporting, portfolio tracking, and portfolio analytics.
Avoid as a full replacement if you rely on advisor client reporting, portfolio tracking, and portfolio analytics.
Does not provide production market data: OpenBB says Workspace includes a limited FMP-powered sandbox, but organizations connect their own datasets for production workflows.
Free-plan limits: Signup required, Community Edition is free for individuals., and OpenBB Copilot is limited to 20 queries per day on Community..

Shared coverage

Data VisualizationsAPIs & Data Feeds

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Asset Allocation Interactive (AAI)

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 67%

Bottom line: Advisors, asset allocators, and analysts who need long-term capital market assumptions and portfolio expected-return scenarios.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web
Assets: Stocks, Bonds, and Currencies
Experience: Intermediate and Advanced

Why switch

Asset Allocation Interactive (AAI) best matches the base workflow on portfolio tracking, portfolio analytics, and charting and technical analysis.
Asset Allocation Interactive (AAI) matches the base audience on Institutional Investors, Financial Advisors, and Intermediate.
You gain Valuation Models, Long-term capital market expectations tool with model portfolios; users can create, save, and blend customized portfolios., Updated monthly; covers expected returns for more than 140 assets converted into six global currencies., and Two expected-return models: valuation-dependent and yield-and-growth; forecasts use a 10-year horizon and are shown as annualized geometric averages..

Watch out

Major switch gaps: missing Mobile and API access, missing ETFs, Mutual Funds, and Closed-End Funds coverage, and missing Wealth Management, Advisor Operations, and Tax Lots / Lot Optimization workflows.
Avoid as a full replacement if you rely on advisor client reporting, broker-connected trading, and market data API.
Hypothetical forecasts: Research Affiliates states the tool produces hypothetical outcomes and does not recommend securities; users must not treat forecasts as guaranteed returns.
Free-plan limits: Research Affiliates describes AAI as a free source for capital market expectations. and Outputs are hypothetical and informational; Excel download exists but time-series data is not included in the file..

Shared coverage

PortfolioData Visualizations

Explore allocation assumptions View details Compare

Perplexity Finance

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 29%

Bottom line: Users who want cited AI answers over finance pages, filings, news, charts, watchlists, screeners, ownership data, and earnings documents.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web, Mobile, and API
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced

Why switch

Perplexity Finance best matches the base workflow on portfolio tracking, charting and technical analysis, and API and market data.
Perplexity Finance matches the base audience on Institutional Investors, Financial Advisors, and Intermediate.
You gain Screeners, Watchlist, News, and Calendar.

Watch out

Major switch gaps: missing Bonds, Closed-End Funds, and Funds coverage, missing Wealth Management, Portfolio, and Advisor Operations workflows, and does not clearly cover advisor client reporting, portfolio analytics, and broker-connected trading.
Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and broker-connected trading.
AI answer quality still needs review: Perplexity cites sources, but investment conclusions, calculations, and data joins should be verified before use.
Free-plan limits: Free consumer plan includes limited Pro searches., Pro is listed locally at $20/month and Max at $200/month for consumer access., and Agent API finance_search is billed at $0.005 per invocation, or $5 per 1,000 invocations, with model tokens billed separately..

Shared coverage

Data VisualizationsAPIs & Data Feeds

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What This Shortlist Tells You

Sharesight is the closest drop-in replacement with overlapping coverage in Wealth Management, Portfolio, and Advisor Operations 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 (workflow overlap ~71%).

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.

Coverage Snapshot

Where alternatives already align

Most shared categories across the top matches.

Data Visualizations×18Portfolio×18Broker Connectors×12APIs & Data Feeds×9Advisor Operations×2Tax Lots / Lot Optimization×1Wealth Management×1

New angles introduced

Categories the alternatives add beyond Addepar.

Watchlist+14Calendar+12News+12Screeners+12Alerts+11Dividends+11Financials+11Risk Metrics+11

Free Access & Pricing

Free options

All 20

20 vetted picks keep a permanent free tier so you can validate workflows before upgrading.

Mobile ready

15/20

15 matches support mobile alongside Addepar.

API availability

8/20

8 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

47%

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, Advisor Operations, APIs & Data Feeds, Broker Connectors, 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, Dividends, Compounding Calculator, Alerts, Screeners, ETF Screeners, Custom Dashboards, Correlation, Watchlist, News, Calendar, Financials, Analyst Forecasts, Analyst Ratings & Price Targets, Transcripts, AI Research, Short Interest, ETF Analysis, Fund Analysis, Yield Curves, Stock Ideas, Top Analysts, Stock Comparison, ETF Comparison, Quant, Backtesting, Institutional Ownership, US Government Trades, Corporate Actions & Special Situations, IPO, Splits, Macro Data, Scores, Flags, Valuation Models, Improved Filings, Insider Data, Options, AI Chat, Sheets / Excel Add-ins, Education, Blogs, Videos, Forums, Newsletters, Stock Handbook, Retirement Calculator, Paper Trading, Webhooks, Order Book / Level II, Options P&L, Bulls Say Bear Say, News Sentiment, Guidance / Pre-announcements, Market Sentiment, CDS Spreads, Factor Exposure, Monte Carlo, Notes & Highlights, On-chain Analytics, DEX / DeFi, Wallet / Address Monitoring, and Research Templates 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?

Data Visualizations, Tax Lots / Lot Optimization, Wealth Management, APIs & Data Feeds, Broker Connectors, Advisor Operations, and Portfolio remain strengths for Addepar. Keep it handy for those tasks or plan for a paid upgrade if they matter.

Keep Exploring

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Short InterestDaily tracker for heavily shorted stocks and short squeeze candidates.

Stock RankingsBacktested ranking systems for quality, value, momentum, and more.

Investing BooksBooks behind value investing, quality investing, moats, and market behavior.

Live AnalyticsSee what users are clicking, searching, and voting for across the site.

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

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!

Got ideas for new features?

Suggest on X

Prefer email? Reach me at support@findmymoat.com

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.