Addepar vs Börsdata comparison

Addepar focuses on Wealth Management, Portfolio, and Portfolio Accounting / Book of Record while Börsdata specializes in Screeners, Stock Ideas, and Data Visualizations. They overlap in 3 categories, so choose based on your preferred workflow and pricing.

Börsdata offers a free tier that lets you get started without paying, while Addepar requires a subscription. If budget is a concern, start with Börsdata and upgrade later if you need more advanced features.

Börsdata is more beginner-friendly with an approachable interface. Both can work for intermediate users.

Addepar has a mobile app so you can check your research on the go. Börsdata is web-only, so you'll need a browser to access it from mobile devices.

Yes, both platforms offer API access for developers and quants who want to build custom integrations or automate their workflows.

Choose Addepar if you need 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., and 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]. Go with Börsdata if Web-based analytics terminal for equity investors with company data for ~1 700 Nordic and 16 000+ global companies, 20 years of history, thousands of ratios, technical analysis, strategies, screener, MFN news and API/Excel plug-in., and Complete financials (income statement, balance sheet, cash flow) with long annual, quarterly and rolling 12‑month history and visual comparison against sector peers. better fits how you invest.

Both cover Stocks, Currencies, and Cryptos. Addepar also includes Bonds, ETFs, Mutual Funds, Closed-End Funds, Funds, Private Funds, Real Estate, Options, and Futures. Börsdata adds coverage for Commodities, and Other.

Börsdata supports data exports to CSV, Excel, and PDF. Addepar has more limited export options.

Addepar connects with brokers for portfolio syncing. Börsdata requires manual portfolio entry or data import.

Börsdata is built with active traders in mind, offering features like real-time data and technical analysis. Addepar is better suited for buy-and-hold investors focused on fundamentals.

Börsdata includes a stock screener for finding investment ideas. Addepar focuses on other analytical tools.

Addepar offers portfolio tracking features. Börsdata is more focused on research and analysis.