Addepar vs ETF Insider 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

• Interactive web app that visualizes portfolios from the perspective of their underlying assets using a central network diagram and portfolio/assets tabs for drill‑downs.
• Supports ETFs, mutual funds and stocks as input assets, with full look‑through to all underlying holdings and tools to understand overlap, sector, geographic and market‑cap concentration.
• Risk and efficiency analytics including portfolio standard deviation, beta, diversification labels, fund overlap metrics and efficient‑frontier / Sharpe‑ratio views versus major benchmarks.
• ETF and mutual fund screener that filters products by asset class, geography, theme, provider and sector, alongside performance and information panels.
• Portfolio performance panel with timeframes from 1D to MAX plus tabs for Information, Diversification, Performance, Fund Overlap, Asset Correlations, Beta and Holdings Breakdown.
• Multiple saved portfolios and featured sample portfolios, with manual ticker entry and CSV import (Symbol and Quantity columns); free accounts can store up to 4 portfolios while Pro unlocks unlimited saved portfolios.