Addepar vs ETF Action comparison

Addepar focuses on Wealth Management, Portfolio, and Portfolio Accounting / Book of Record while ETF Action specializes in ETF Overview, ETF Performance, and ETF Holdings. They overlap in 3 categories, so choose based on your preferred workflow and pricing.

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

ETF Action 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. ETF Action 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 ETF Action if Global ETF ‘Channels’ taxonomy with category reports and dashboards (Size & Style US/Global, Region & Country, Sector & Industry, Thematic, Fixed Income, Non‑Traditional, Commodities, Crypto)., and Look‑through analytics on fund holdings for factor/style, sector/industry, country, concentration; portfolio overlap analysis across funds or entire models. better fits how you invest.

Both cover Stocks, and ETFs. Addepar also includes Bonds, Mutual Funds, Closed-End Funds, Funds, Currencies, Private Funds, Real Estate, Options, Futures, and Cryptos.

ETF Action 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.

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

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

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

Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.