Portfolio123 overlaps on Portfolio, Data Visualizations, and Data APIs and pushes into Screeners and Quant with Addepar and is the quickest matchup to review first.
VOL. XCIV, NO. 247
★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★
PRICE: 5 CENTS
Wednesday, December 10, 2025
Matchup hub
Compare Addepar
Every head-to-head showdown featuring Addepar. Review coverage overlap, standout differentiators, and pricing context before you request demos.
Quick takeaways
Portfolio123, ETF Insider, and Fiscal.ai keep freemium tiers so you can benchmark Addepar without committing budget.
Addepar rivals most often add coverage in Screeners, Alerts, and Watchlist, so focus there when evaluating upgrades.
24
Matchups catalogued
21
Include free tiers
8
Offer mobile access
35%
Avg category overlap
Category heatmap
How Addepar stacks up
Spot the coverage themes most often compared against this tool and where rivals extend or lag.
Shared battlegrounds
Categories that appear in the majority of head-to-head matchups.
- APIs & SDKs21
- Data APIs20
- Data Visualizations20
- Portfolio15
- Broker Connectors5
Where rivals add depth
Common coverage areas that comparison partners introduce beyond Addepar.
- Screeners13
- Alerts11
- Watchlist11
- Blogs9
- Financials9
- News9
Where Addepar stands alone
Categories that remain exclusive to Addepar across these matchups.
- Alternatives / Capital Calls & Distributions24
- Client & Investor Reporting24
- Client Portal & Mobile App24
- Fee Billing & Invoicing24
- Householding & Multi-Entity24
- Model Portfolios & Sleeves24
Matchups
Dive into the full comparison roster
Start with the closest overlaps, then branch into tools that push Addepar into new workflows.
Portfolio123
33% overlapEditor’s pick
Hands-on review
Portfolio123 overlaps on Portfolio, Data Visualizations, and Data APIs, adds Screeners, Quant, and Stock Ideas coverage while matching Addepar.
Shared categories
Portfolio123 adds
- Screeners
- Quant
- Stock Ideas
- Watchlist
Addepar keeps to itself
- Wealth Management
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- Alternatives / Capital Calls & Distributions
Shared platforms
WebAPI
Shared pricing
Subscription
YCharts
33% overlapHands-on review
YCharts overlaps on Portfolio, Data Visualizations, and Data APIs, adds Screeners, Stock Comparison, and ETF Comparison coverage while matching Addepar.
Shared categories
YCharts adds
- Screeners
- Stock Comparison
- ETF Comparison
- Watchlist
Addepar keeps to itself
- Wealth Management
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- Alternatives / Capital Calls & Distributions
Shared platforms
WebAPI
Shared pricing
Subscription
ETF Insider
29% overlapEditor’s pick
Hands-on review
ETF Insider overlaps on Portfolio, Data Visualizations, and Data APIs, adds ETF Screeners, Screeners, and Factor Exposure coverage while matching Addepar.
Shared categories
ETF Insider adds
- ETF Screeners
- Screeners
- Factor Exposure
- Risk Metrics (VaR/ES/Drawdown)
Addepar keeps to itself
- Wealth Management
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- Alternatives / Capital Calls & Distributions
Shared platforms
WebAPI
Shared pricing
Subscription
Fiscal.ai
27% overlapEditor’s pick
Hands-on review
Fiscal.ai overlaps on Portfolio, Data Visualizations, and Data APIs, adds Screeners, Stock Comparison, and Watchlist coverage while matching Addepar.
Shared categories
Fiscal.ai adds
- Screeners
- Stock Comparison
- Watchlist
- Investor Holdings
Addepar keeps to itself
- Wealth Management
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- Alternatives / Capital Calls & Distributions
Shared platforms
WebAPI
Shared pricing
Subscription
PortfoliosLab
29% overlapPortfoliosLab overlaps on Portfolio, Data Visualizations, and Data APIs, adds Watchlist, Backtesting, and Correlation coverage while matching Addepar.
Shared categories
PortfoliosLab adds
- Watchlist
- Backtesting
- Correlation
- Risk Metrics (VaR/ES/Drawdown)
Addepar keeps to itself
- Wealth Management
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- Alternatives / Capital Calls & Distributions
Shared platforms
WebAPI
Shared pricing
Subscription
TradingView
27% overlapEditor’s pick
Hands-on review
TradingView overlaps on Portfolio, Data Visualizations, and APIs & SDKs, adds Screeners, ETF Screeners, and Options & Derivatives coverage while matching Addepar.
Shared categories
TradingView adds
- Screeners
- ETF Screeners
- Options & Derivatives
- Quant
Addepar keeps to itself
- Wealth Management
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- Alternatives / Capital Calls & Distributions
Shared platforms
WebMobile
Shared pricing
Subscription
Tradervue
80% overlapTradervue overlaps on Portfolio, Data Visualizations, and APIs & SDKs, adds Risk Metrics (VaR/ES/Drawdown) coverage while matching Addepar.
Shared categories
Tradervue adds
- Risk Metrics (VaR/ES/Drawdown)
Addepar keeps to itself
- Wealth Management
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- Alternatives / Capital Calls & Distributions
Shared platforms
Web
Shared pricing
Subscription
FlightAware
60% overlapFlightAware overlaps on Data Visualizations, Data APIs, and APIs & SDKs, adds Alerts and Satellite / Geospatial coverage while matching Addepar.
Shared categories
FlightAware adds
- Alerts
- Satellite / Geospatial
Addepar keeps to itself
- Wealth Management
- Portfolio
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
Shared platforms
WebMobileAPI
Shared pricing
Subscription
Ghostfolio
100% overlapGhostfolio overlaps on Portfolio, Data Visualizations, and APIs & SDKs while matching Addepar.
Shared categories
Addepar keeps to itself
- Wealth Management
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- Alternatives / Capital Calls & Distributions
Shared platforms
WebMobileAPI
Shared pricing
Subscription
GuruFocus
20% overlapEditor’s pick
Hands-on review
GuruFocus overlaps on Portfolio, Data Visualizations, and Data APIs, adds Screeners, Stock Ideas, and Stock Comparison coverage while matching Addepar.
Shared categories
GuruFocus adds
- Screeners
- Stock Ideas
- Stock Comparison
- Investor Holdings
Addepar keeps to itself
- Wealth Management
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- Alternatives / Capital Calls & Distributions
Shared platforms
WebMobileAPI
Shared pricing
Subscription
Sharesight
27% overlapSharesight overlaps on Portfolio, APIs & SDKs, and Broker Connectors, adds Watchlist, Performance Attribution, and Risk Metrics (VaR/ES/Drawdown) coverage while matching Addepar.
Shared categories
Sharesight adds
- Watchlist
- Performance Attribution
- Risk Metrics (VaR/ES/Drawdown)
- Downloadable Tax Reports
Addepar keeps to itself
- Wealth Management
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- Alternatives / Capital Calls & Distributions
Shared platforms
WebMobileAPI
Shared pricing
Subscription
Unusual Whales
20% overlapEditor’s pick
Hands-on review
Unusual Whales overlaps on Portfolio, Data APIs, and APIs & SDKs, adds Screeners, Options & Derivatives, and Paper Trading coverage while matching Addepar.
Shared categories
Unusual Whales adds
- Screeners
- Options & Derivatives
- Paper Trading
- Dark Pool & Off-Exchange
Addepar keeps to itself
- Wealth Management
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- Alternatives / Capital Calls & Distributions
Shared platforms
WebMobileAPI
Shared pricing
Subscription
FRED (Federal Reserve Economic Data)
20% overlapFRED (Federal Reserve Economic Data) overlaps on Data Visualizations, Data APIs, and APIs & SDKs, adds Calendar, Inflation Rates, and Unemployment Rates coverage while matching Addepar.
Shared categories
FRED (Federal Reserve Economic Data) adds
- Calendar
- Inflation Rates
- Unemployment Rates
- GDP
Addepar keeps to itself
- Wealth Management
- Portfolio
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
Shared platforms
WebMobileAPI
Interactive Brokers
23% overlapEditor’s pick
Hands-on review
Interactive Brokers overlaps on Portfolio, Data APIs, and APIs & SDKs, adds Brokerage, Paper Trading, and Advanced Order Types coverage while matching Addepar.
Shared categories
Interactive Brokers adds
- Brokerage
- Paper Trading
- Advanced Order Types
- Smart/Direct Routing
Addepar keeps to itself
- Wealth Management
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- Alternatives / Capital Calls & Distributions
Shared platforms
WebMobileAPI
Börsdata
20% overlapBörsdata overlaps on Data Visualizations, Data APIs, and APIs & SDKs, adds Screeners, Stock Ideas, and Index Rebalancing coverage while matching Addepar.
Shared categories
Börsdata adds
- Screeners
- Stock Ideas
- Index Rebalancing
- Watchlist
Addepar keeps to itself
- Wealth Management
- Portfolio
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
Shared platforms
WebAPI
Shared pricing
Subscription
CME FedWatch Tool
50% overlapCME FedWatch Tool overlaps on Data Visualizations, Data APIs, and APIs & SDKs, adds Central Bank Watcher, Interest Rates, and Calendar coverage while matching Addepar.
Shared categories
CME FedWatch Tool adds
- Central Bank Watcher
- Interest Rates
- Calendar
Addepar keeps to itself
- Wealth Management
- Portfolio
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
Shared platforms
WebAPI
Shared pricing
Subscription
Dune
23% overlapDune overlaps on Data Visualizations, Data APIs, and APIs & SDKs, adds On-chain Analytics, DEX / DeFi, and Wallet / Address Monitoring coverage while matching Addepar.
Shared categories
Dune adds
- On-chain Analytics
- DEX / DeFi
- Wallet / Address Monitoring
- NFT Markets
Addepar keeps to itself
- Wealth Management
- Portfolio
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
Shared platforms
WebAPI
Shared pricing
Subscription
ETF Action
20% overlapETF Action overlaps on Portfolio, Data Visualizations, and Data APIs, adds ETF Overview, ETF Performance, and ETF Holdings coverage while matching Addepar.
Shared categories
ETF Action adds
- ETF Overview
- ETF Performance
- ETF Holdings
- ETF Fundamentals
Addepar keeps to itself
- Wealth Management
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- Alternatives / Capital Calls & Distributions
Shared platforms
WebAPI
Shared pricing
Subscription
FINVIZ
20% overlapEditor’s pick
Hands-on review
FINVIZ overlaps on Portfolio, Data Visualizations, and Data APIs, adds Screeners, Watchlist, and Backtesting coverage while matching Addepar.
Shared categories
FINVIZ adds
- Screeners
- Watchlist
- Backtesting
- News
Addepar keeps to itself
- Wealth Management
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- Alternatives / Capital Calls & Distributions
Shared platforms
WebAPI
Shared pricing
Subscription
OpenBB
20% overlapOpenBB overlaps on Data Visualizations, Data APIs, and APIs & SDKs, adds Sheets / Excel Add-ins, Custom Dashboards, and News coverage while matching Addepar.
Shared categories
OpenBB adds
- Sheets / Excel Add-ins
- Custom Dashboards
- News
- IPO
Addepar keeps to itself
- Wealth Management
- Portfolio
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
Shared platforms
WebAPI
Shared pricing
Subscription
QuickFS
60% overlapQuickFS overlaps on Data Visualizations, Data APIs, and APIs & SDKs, adds Financials and Sheets / Excel Add-ins coverage while matching Addepar.
Shared categories
QuickFS adds
- Financials
- Sheets / Excel Add-ins
Addepar keeps to itself
- Wealth Management
- Portfolio
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
Shared platforms
WebAPI
Shared pricing
Subscription
Reflexivity
21% overlapReflexivity overlaps on Portfolio, Data APIs, and APIs & SDKs, adds Screeners, Quant, and Performance Attribution coverage while matching Addepar.
Shared categories
Reflexivity adds
- Screeners
- Quant
- Performance Attribution
- Scenario & Stress Tests
Addepar keeps to itself
- Wealth Management
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- Alternatives / Capital Calls & Distributions
Shared platforms
WebAPI
Shared pricing
Subscription
Similarweb
60% overlapHands-on review
Similarweb overlaps on Data Visualizations, Data APIs, and APIs & SDKs, adds App & Website Traffic and Sheets / Excel Add-ins coverage while matching Addepar.
Shared categories
Similarweb adds
- App & Website Traffic
- Sheets / Excel Add-ins
Addepar keeps to itself
- Wealth Management
- Portfolio
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
Shared platforms
WebAPI
Shared pricing
Subscription
StockAlert.pro
25% overlapStockAlert.pro overlaps on Data Visualizations, Data APIs, and APIs & SDKs, adds Alerts, Calendar, and Dividends coverage while matching Addepar.
Shared categories
StockAlert.pro adds
- Alerts
- Calendar
- Dividends
- Stock Ideas
Addepar keeps to itself
- Wealth Management
- Portfolio
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
Shared platforms
WebAPI
Shared pricing
Subscription
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.