Addepar vs ETF Insider comparison

Addepar focuses on Wealth Management, Portfolio, and Portfolio Accounting / Book of Record while ETF Insider specializes in ETF Screeners, Screeners, and Data Visualizations. They overlap in 4 categories, so choose based on your preferred workflow and pricing.

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

ETF Insider 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 Insider 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 Insider if 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., and 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. better fits how you invest.

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

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

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

ETF Insider 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.