VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Friday, January 30, 2026
Tool Comparison
Addepar vs DeepVest comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
At a glance
| Addepar | DeepVest | |
|---|---|---|
| Free tier | ||
| Free trial | ||
| Starting price | — | $50/mo |
| Enterprise option | ||
| Available plans | Platform (SaaS) | Free, Self Directed Pro, Advisor Premium, Enterprise |
Vote sentiment comparison
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Platform details
| Attribute | Addepar | DeepVest |
|---|---|---|
Asset types | StocksBondsETFsMutual FundsClosed-End FundsFundsCurrenciesPrivate FundsReal EstateOptionsFuturesCryptos | StocksETFsOptionsBondsMutual FundsCryptosCurrencies |
Experience | IntermediateAdvanced | IntermediateAdvanced |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPAC |
Data freshness | End of Day | Real-time |
API access | REST | Not specified |
Export formats | JSONPDF | Not specified |
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by Addepar only.
Categories covered by DeepVest only.
Frequently Asked Questions
What's the difference between Addepar and DeepVest?
Addepar focuses on Wealth Management, Portfolio, and Portfolio Accounting / Book of Record while DeepVest specializes in Wealth Management, AI, and AI Chat. They overlap in 3 categories, so choose based on your preferred workflow and pricing.
Is Addepar or DeepVest free to use?
DeepVest offers a free tier that lets you get started without paying, while Addepar requires a subscription. If budget is a concern, start with DeepVest and upgrade later if you need more advanced features.
Can I use Addepar or DeepVest on my phone?
Addepar has a mobile app so you can check your research on the go. DeepVest is web-only, so you'll need a browser to access it from mobile devices.
Does Addepar or DeepVest have an API?
Addepar provides API access for programmatic data retrieval and custom integrations. DeepVest doesn't currently offer an API, so you'll need to use their web interface.
Should I choose Addepar or DeepVest?
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 DeepVest if Conversational “investment intelligence” interface: ask investment questions and generate research/portfolio strategy via natural language (incl. model portfolios, optimizations, screening, technical/fundamental/macro analysis)., and Backtesting tooling: marketed as “instant backtesting”/strategy backtesting available in-product (Free includes strategy backtesting). better fits how you invest.
What asset classes do Addepar and DeepVest cover?
Both cover Stocks, Bonds, ETFs, Mutual Funds, Currencies, Options, and Cryptos. Addepar also includes Closed-End Funds, Funds, Private Funds, Real Estate, and Futures.
Does Addepar or DeepVest have real-time data?
DeepVest offers real-time data feeds, which is essential for active traders. Addepar uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.
Can Addepar or DeepVest connect to my broker?
Addepar connects with brokers for portfolio syncing. DeepVest requires manual portfolio entry or data import.
Which has a better stock screener—Addepar or DeepVest?
DeepVest includes a stock screener for finding investment ideas. Addepar focuses on other analytical tools.
Can I track my portfolio with Addepar or DeepVest?
Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.
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These profiles share overlapping coverage with both sides of this matchup.
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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.