VOL. XCIV, NO. 247

Free Alternatives to Addepar

Checking

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.

Visit Addepar All alternatives Tool details

Disclosure: outbound links may include affiliate or sponsor links

Which Alternative Should You Use?

Sharesight

Closest replacement

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

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

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

Try Sharesight

Details Compare

Ghostfolio

Best workflow fit

Best for: Privacy-conscious users looking for an open-source portfolio and net-worth dashboard they can self-host.

Ghostfolio best matches the base workflow on portfolio tracking, portfolio analytics, and market data API.
Ghostfolio adds a free starting point that the base tool does not show. Free access caveat: Self-hosted open-source use is free..

Watch for: Self-hosting has operational burden: Free use requires running and maintaining your own Ghostfolio instance and data setup.

View Ghostfolio options

Details Compare

Koyfin

Best audience fit

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

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

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

View Koyfin pricing

Details Compare

GuruFocus

Strong runner-up

Best for: Value investors looking for 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 A free account has limited 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.

Start GuruFocus trial

Details Compare

Detailed Alternatives

I want to

Pay lessFill a gapUpgrade overall

Free tiers first, then the lowest starting price.

Partial replacement

Wealthfolio

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

Keep

Portfolio
Data Visualizations
Broker Connectors

Gain

Performance Attribution
Risk Metrics
Monte Carlo
Retirement Calculator

Lose

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

Watch out

Avoid as a full replacement if you rely on advisor client reporting, broker-connected trading, and market data API.
Free-plan limits: 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.
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.

Price: AddeparContact for pricing
WealthfolioFree • From $3.99/mo
Free tier: Free, no signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Download Wealthfolio Compare

Full review and details

Best workflow fit

Ghostfolio

Bottom line: Privacy-conscious users looking for an open-source portfolio and net-worth dashboard they can self-host.

Keep

Portfolio
Data Visualizations
APIs & Data Feeds

Gain

Open-source wealth management software and personal finance dashboard to track net worth across cash, stocks, ETFs and cryptocurrencies on multiple platforms, with a privacy-focused design.
Multi-account portfolio tracking with full transaction CRUD, various charts, static risk analysis and performance over standard timeframes such as Today, WTD, MTD, YTD, 1Y, 5Y and Max.
Progressive Web App (PWA) with a mobile-first UI plus an official Android wrapper, so the same Ghostfolio instance can be used on desktop and mobile.
Self-hosting support via AGPL-3.0 code and official Docker images for linux/amd64, arm/v7 and arm64, plus community templates for popular home-server platforms.

Lose

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

Watch out

Avoid as a full replacement if you rely on advisor client reporting, broker-connected trading, and options and trading workflows.
Free-plan limits: Self-hosted open-source use is free, Managed Premium cloud is the easier paid route, and Ghostfolio lists Premium pricing from $48 per year.
Self-hosting has operational burden: Free use requires running and maintaining your own Ghostfolio instance and data setup.

Price: AddeparContact for pricing
GhostfolioFree • From $48/yr
Free tier: Free, no signup
Replacement: Drop-in replacement

Pricing checked 2026-08-23 via pricing.

View Ghostfolio options Compare

Full review and details

Partial replacement

Stock Analysis

Analyst pickTested by us

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

Keep

Portfolio
Data Visualizations
Broker Connectors

Gain

Stock Ideas
Screeners
ETF Screeners
Top Analysts

Lose

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

Watch out

Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and broker-connected trading.
Free-plan limits: Free access is ad-supported, Free exports and financial history are limited compared with Pro and Unlimited, and Free accounts allow 10 active alerts. Brokerage sync, full ETF holdings, and advanced analyst filtering require paid plans.
No public API: Stock Analysis does not currently offer API access.

Price: AddeparContact for pricing
Stock AnalysisFree • From $79/yr
Free tier: Free, no signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Try Stock Analysis Pro Compare

Full review and details

Investing.comPartial replacementFree • From $13.99/moFree, no signup

Partial replacement

Investing.com

Analyst pickTested by us

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

Keep

Portfolio
Data Visualizations

Gain

Stock Ideas
Screeners
Stock Comparison
Options

Lose

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

Watch out

Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and broker-connected trading.
Free-plan limits: Free access is ad-supported and does not include the full InvestingPro research layer, Free WarrenAI access is limited to 10 lifetime messages and requires an account; paid plans include 50 or 500 credits per month, and ProPicks, premium reports, and deeper datasets are plan-gated.
Not a broker or API product: Investing.com does not provide trade execution or a public API. Widgets and RSS are its public integration methods.

Price: AddeparContact for pricing
Investing.comFree • From $13.99/mo
Free tier: Free, no signup
Replacement: Partial replacement

Pricing checked 2026-08-05 via pricing.

View InvestingPro Compare

Full review and details

Perplexity FinancePartial replacementFree • From $20/moFree, no signup

Partial replacement

Perplexity Finance

Analyst pickTested by us

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

Keep

Data Visualizations
APIs & Data Feeds

Gain

Screeners
Watchlist
News
Calendar

Lose

Wealth Management
Portfolio
Advisor Operations
Tax Lots / Lot Optimization
Broker Connectors

Watch out

Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and broker-connected trading.
Free-plan limits: Free 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.
AI answer quality still needs review: Perplexity cites sources, but investment conclusions, calculations, and data joins should be verified before use.

Price: AddeparContact for pricing
Perplexity FinanceFree • From $20/mo
Free tier: Free, no signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via support.

Open Perplexity Finance Compare

Full review and details

Delta by eToroPartial replacementFree • From $53.88/yrFree with signup

Partial replacement

Delta by eToro

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

Keep

Portfolio
Data Visualizations
Broker Connectors

Gain

Watchlist
Alerts
Calendar
News

Lose

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

Watch out

Avoid as a full replacement if you rely on advisor client reporting, broker-connected trading, and market data API.
Free-plan limits: Signup required, Basic is free with a limited number of tracked assets, and PRO and PRO+ unlock higher asset limits, deeper analytics, AI/context features, and advanced reporting.
Free tier is asset-capped: Basic supports up to 10 tracked assets. Larger portfolios need PRO or PRO+.

Price: AddeparContact for pricing
Delta by eToroFree • From $53.88/yr
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

View Delta PRO Compare

Full review and details

Snowball AnalyticsPartial replacementFree • From $79.99/yrFree with signup

Partial replacement

Snowball Analytics

Bottom line: Investors tracking several asset types, currencies, or brokerage accounts in one portfolio record.

Keep

Portfolio
Broker Connectors

Gain

Watchlist
Backtesting
Dividends
Dividend Tax / ADR Withholding

Lose

Wealth Management
Advisor Operations
Data Visualizations
Tax Lots / Lot Optimization
APIs & Data Feeds

Watch out

Avoid as a full replacement if you rely on advisor client reporting, broker-connected trading, and market data API.
Free-plan limits: Signup required, Free plan has portfolio, holding, custom asset, watchlist, and history limits, and Paid plans have a 14-day trial with no credit card required.
Free plan is intentionally limited: Free access is capped at one portfolio, 10 holdings, one custom asset, one watchlist, and shorter history.

Price: AddeparContact for pricing
Snowball AnalyticsFree • From $79.99/yr
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Try Snowball Analytics Compare

Full review and details

MarketlogPartial replacementFree • From $79.99/yrFree with signup

Partial replacement

Marketlog

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

Keep

Portfolio
Data Visualizations
Broker Connectors

Gain

Watchlist
Institutional Ownership
Risk Metrics
Monte Carlo

Lose

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

Watch out

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

Price: AddeparContact for pricing
MarketlogFree • From $79.99/yr
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via homepage.

Track portfolios with Marketlog Compare

Full review and details

PortseidoPartial replacementFree • From $8/yrFree with signup

Partial replacement

Portseido

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

Keep

Portfolio
Data Visualizations
Tax Lots / Lot Optimization
Broker Connectors

Gain

Performance Attribution
Risk Metrics
Dividends
Splits

Lose

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

Watch out

Avoid as a full replacement if you rely on advisor client reporting, broker-connected trading, and market data API.
Free-plan limits: Signup required, Free plan is available with portfolio and transaction limits, and Pro has a 14-day trial with no credit card required.
Free and Plus tiers have transaction caps: Free supports a small portfolio and Plus still caps total transactions. Heavier users need Pro.

Price: AddeparContact for pricing
PortseidoFree • From $8/yr
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Try Portseido Compare

Full review and details

PortfoliosLabPartial replacementFree • From $8.33/moFree with signup

Partial replacement

PortfoliosLab

Bottom line: Long-term investors who want portfolio backtests, risk metrics, correlations, optimization, and screeners in one web service.

Keep

Portfolio
Data Visualizations
APIs & Data Feeds

Gain

Watchlist
Backtesting
Correlation
Risk Metrics

Lose

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

Watch out

Avoid as a full replacement if you rely on advisor client reporting, broker-connected trading, and market data API.
Free-plan limits: Signup required, Free plan includes 1 watchlist, 100 symbols, 15 holdings per portfolio, 10 calculations/month, and 5 years of history, and Annual billing works out to $8.33 per month for Plus, $20.83 for Pro, and $75 for Max.
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.

Price: AddeparContact for pricing
PortfoliosLabFree • From $8.33/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Analyze portfolios on PortfoliosLab Compare

Full review and details

TradingViewPartial replacementFree • From $12.95/moFree with signup

Partial replacement

TradingView

Analyst pickTested by us

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

Keep

Portfolio
Data Visualizations
Broker Connectors

Gain

Quant
Screeners
ETF Screeners
Stock Ideas

Lose

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

Watch out

Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and market data API.
Free-plan limits: Signup required, Basic tier limits charts per tab, indicators, alerts, watchlists, and historical bars, and Some real-time exchange data is sold separately from platform plans.
Real-time market data can require add-ons: Optional real-time quote subscriptions and exchange-specific data fees.

Price: AddeparContact for pricing
TradingViewFree • From $12.95/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Open TradingView Compare

Full review and details

Portfolio123Partial replacementFree • From $25/moFree with signup

Partial replacement

Portfolio123

Analyst pickTested by us

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

Keep

Portfolio
Data Visualizations
APIs & Data Feeds
Broker Connectors

Gain

Screeners
Quant
Stock Ideas
Scores

Lose

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

Watch out

Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and broker-connected trading.
Free-plan limits: Signup required, Free Manage module is separate from paid Research, API, and DataMiner access, and General registration offers 30 days of screener and backtesting access without a payment card.
Advanced research is paid: Free Manage covers portfolio tracking. Time-limited access covers screener and backtesting use before a paid Research plan, while API and DataMiner require separate paid access.

Price: AddeparContact for pricing
Portfolio123Free • From $25/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Try Portfolio123 Compare

Full review and details

TipRanksPartial replacementFree • From $29.95/moFree with signup

Partial replacement

TipRanks

Analyst pickTested by us

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

Keep

Portfolio
Data Visualizations
APIs & Data Feeds

Gain

Stock Ideas
Top Analysts
Screeners
ETF Screeners

Lose

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

Watch out

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

Price: AddeparContact for pricing
TipRanksFree • From $29.95/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

View TipRanks plans Compare

Full review and details

TradervuePartial replacementFree • From $29.95/moFree with signup

Partial replacement

Tradervue

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

Keep

Portfolio
Data Visualizations
APIs & Data Feeds
Broker Connectors

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).
Supports stocks, ETFs, futures, forex, and options (options enabled on paid tiers).

Lose

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

Watch out

Avoid as a full replacement if you rely on advisor client reporting, market data API, and long-term portfolio tracking.
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.
Free plan is capped: Official quota help says free users can import 30 trades per calendar month. Paid plans remove that trade-import cap.

Price: AddeparContact for pricing
TradervueFree • From $29.95/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Compare Tradervue plans Compare

Full review and details

Stock RoverPartial replacementFree • From $34/moFree with signup

Partial replacement

Stock Rover

Tested by us

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

Keep

Portfolio
Data Visualizations
Broker Connectors

Gain

Stock Ideas
Screeners
ETF Screeners
Stock Comparison

Lose

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

Watch out

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

Price: AddeparContact for pricing
Stock RoverFree • From $34/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

View Stock Rover plans Compare

Full review and details

KoyfinBest audience fitFree • From $468/yrFree with signup

Best audience fit

Koyfin

Analyst pickTested by us

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

Keep

Portfolio
Advisor Operations
Data Visualizations

Gain

Screeners
ETF Screeners
Custom Dashboards
Correlation

Lose

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

Watch out

Avoid as a full replacement if you rely on broker-connected trading, market data API, and long-term portfolio tracking.
Free-plan limits: Signup required, Free plan includes limited watchlists, screens, dashboards, alerts, portfolios, financials, and estimates history, and New accounts receive a seven-day trial and then downgrade to Free without a charge.
No public API: Koyfin does not provide user-facing data access through an API.

Price: AddeparContact for pricing
KoyfinFree • From $468/yr
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

View Koyfin pricing Compare

Full review and details

Fiscal.aiPartial replacementFree • From $39/moFree with signup

Partial replacement

Fiscal.ai

Analyst pickTested by us

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

Keep

Portfolio
Data Visualizations
APIs & Data Feeds

Gain

Stock Ideas
Screeners
Stock Comparison
Watchlist

Lose

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

Watch out

Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and broker-connected trading.
Free-plan limits: Signup required, Free terminal access has dashboard, history, event, and AI prompt limits, and Free API access covers 100 companies, 50 requests per minute, and 250 requests per day.
Free access is limited: The free API is limited to 100 companies, 50 requests per minute, and 250 requests per day. Deeper history, exports, and some datasets require paid plans.

Price: AddeparContact for pricing
Fiscal.aiFree • From $39/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Try Fiscal.ai Compare

Full review and details

OpenBBPartial replacementFree • From $500/yrFree with signup

Partial replacement

OpenBB

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

Keep

Data Visualizations
APIs & Data Feeds

Gain

Sheets / Excel Add-ins
Custom Dashboards
AI Research
AI Chat

Lose

Wealth Management
Portfolio
Advisor Operations
Tax Lots / Lot Optimization
Broker Connectors

Watch out

Avoid as a full replacement if you rely on advisor client reporting, portfolio tracking, and portfolio analytics.
Free-plan limits: Signup required, Community Edition is free for individuals, and OpenBB Copilot is limited to 20 queries per day on Community.
Does not provide production market data: OpenBB says Workspace includes a limited FMP-powered sandbox, but organizations connect their own datasets for production workflows.

Price: AddeparContact for pricing
OpenBBFree • From $500/yr
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-29 via pricing.

Start OpenBB free Compare

Full review and details

GuruFocusPartial replacementFree • From $549/yrFree with signup

Partial replacement

GuruFocus

Analyst pickTested by us

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

Keep

Portfolio
Data Visualizations
APIs & Data Feeds
Broker Connectors

Gain

Stock Ideas
Screeners
ETF Screeners
Top Analysts

Lose

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

Watch out

Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and broker-connected trading.
Free-plan limits: Signup required, A free account has limited access, and Free members have limited portfolio capacity.
Paid access is region and tier dependent: Annual paid memberships, region add-ons, API plans, and pay-as-you-go API credits.

Price: AddeparContact for pricing
GuruFocusFree • From $549/yr
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Start GuruFocus trial Compare

Full review and details

SharesightClosest replacementFree • Paid plans availableFree with signup

Closest replacement

Sharesight

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

Keep

Wealth Management
Portfolio
Advisor Operations
APIs & Data Feeds
Broker Connectors

Gain

Risk Metrics
Performance Attribution
Downloadable Tax Reports
Capital Gains Estimator

Lose

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

Watch out

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

Price: AddeparContact for pricing
SharesightFree • Paid plans available
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Try Sharesight Compare

Full review and details

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, Portfolio and dividend tracking for more than 700,000 stocks, ETFs, and funds across more than 60 markets, plus cash, crypto, property, and custom investments. and Sharesight reports more than 600,000 investors and 200 software, broker, and partner integrations. 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×10Advisor Operations×2Tax Lots / Lot Optimization×1Wealth Management×1

New angles introduced

Categories the alternatives add beyond Addepar.

Watchlist+14Alerts+12Calendar+12News+12Screeners+12AI Research+11Dividends+11Financials+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

16/20

16 matches support mobile alongside Addepar.

API availability

9/20

9 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

48%

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, Credit Ratings & Outlooks, 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, Market Sentiment, CDS Spreads, Bulls Say Bear Say, News Sentiment, Guidance / Pre-announcements, Monte Carlo, Factor Exposure, Notes & Highlights, On-chain Analytics, DEX / DeFi, Wallet / Address Monitoring, Research Templates, and Which ETF includes this Stock? 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.

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Feedback

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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.