Addepar vs Alpha Vantage comparison

Unique

• Multi-product web and data platform for wealth managers, family offices, private banks and institutions, aggregating “every ownable asset” across 50+ markets worldwide into a single source of truth for even the most complex portfolios.
• Comprehensive, customizable portfolio reporting and dashboards that can combine any asset class or currency, with drag-and-drop templates, firm-branded layouts and client-ready visualizations for different stakeholder audiences.[1,15]
• Data aggregation from custodians such as Fidelity and Schwab plus leading market data providers, with the option to manually manage holdings so private investments like real estate and private equity can be viewed alongside publicly traded securities.
• Broad multi-asset security model supporting stocks, bonds, ETFs, mutual funds, closed-end funds, currencies, real estate, private funds, hedge funds, options, futures, digital assets and generic custom assets via rich model types.
• Integrated market-data feeds including ICE end-of-day pricing for global equities, mutual funds, ETFs and related security types, plus FX rates, reference data, benchmarks, constituents and other datasets—some included with Addepar and others licensed as premium feeds.[9,10]
• Portfolio trading and rebalancing (Addepar Trading) uses aggregated Addepar data to align portfolios to target models and rebalance across accounts, households or entire books of business, with a drift-monitoring widget now available directly in dashboards for Trading clients.[0,13]

Unique

• Cloud-native REST APIs for realtime and historical financial data across global stocks, ETFs, mutual funds, FX, cryptocurrencies, commodities, technical indicators and macroeconomic indicators in a single unified portfolio of endpoints.
• Global equity time series APIs (daily, weekly, monthly and intraday 1–60 minute bars) with 20+ years of history, optional split/dividend-adjusted prices, and support for extended trading hours where available.
• US options data APIs providing realtime and historical option chains with 15+ years of history, full market/volume coverage, and optional Greeks and implied volatility fields in JSON or CSV.
• Fundamental data suite covering company overview, income statement, balance sheet, cash flow, dividends, splits, shares outstanding, ETF profile & holdings, listing/delisting status, earnings history, earnings estimates, and earnings/IPO calendars.
• Alpha Intelligence™ endpoints for market news & sentiment, earnings call transcripts, top gainers/losers, insider transactions, and fixed/sliding-window analytics, built with in‑house AI and quantitative expertise.
• FX and cryptocurrency APIs for exchange rates plus intraday/daily/weekly/monthly time series, alongside commodities (e.g., crude oil, natural gas, metals, agricultural products) and US economic indicators such as GDP, CPI, inflation, unemployment, nonfarm payrolls, retail sales, durable goods orders and Treasury yields.