★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Addepar vs ETF Insider
Addepar
Best for wealth management and advisor operations
Contact for pricing
ETF Insider
Best for ETF screeners and screeners
Free • From $14/mo
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The verdict
The bottom line
Addepar and ETF Insider cover a lot of the same ground (3 shared categories, portfolio, data visualizations, and APIs & data feeds), so for the basics you won't go far wrong with either. ETF Insider simply does more: 11 categories to Addepar's 7, including ETF screeners, screeners, and factor exposure. Addepar counters by keeping things simpler.
Key differences at a glance
- Mobile app
- Addepar
- Free plan
- ETF Insider
- Broader coverage
- ETF Insider11 vs 7 categories
- Real-time data
- ETF Insider
- Broker sync
- Addepar
- Global coverage
- Addepar
Choose
Addepar if…
- You do a lot of your research from your phone
- You care about wealth management, advisor operations, and tax lots / lot optimization, things ETF Insider doesn't offer
Choose
ETF Insider if…
- Delayed quotes won't cut it; you need real-time data
- You'd rather start free and only pay if you outgrow it
- You care about ETF screeners, screeners, and factor exposure, things Addepar doesn't offer
- You're newer to investing and want something approachable
Comparison snapshot
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Contact for pricing | Free • From $14/mo |
Free tier | No | Yes |
Free trial | — | — |
Plan limits | — | 5 limits: Free: saved portfolios: 4, Free: holdings depth: Limited full holdings data +3 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | No |
API access | Yes | Yes |
Broker sync | Yes | No |
Integrations | Fidelity, Schwab +8 more | — |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Institutional Investors, Financial Advisors +3 more | Retail Traders, Pro Retail +3 more |
Categories covered | 7 | 11 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America |
| Data & capabilities | ||
Data quality | 6 signals: Latency: End of Day, Granularity: EOD +4 more | Latency: Real-time |
Data partners | 5 partners: ICE Data Services, Morningstar +3 more | SEC EDGAR and Issuer Websites |
Capabilities | 20 signals: Broker sync, Tax lots +18 more | 3 signals: Factor exposure, Portfolio factor exposure +1 more |
Security | Role-based access | — |
| Try it | Visit Addepar | Visit ETF Insider |
Standout features
What Addepar does best
- 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.
- Global data and AI platform positioning, with public 2026 materials citing more than $9T in assets on the platform.
- 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.
What ETF Insider does best
- 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.
Data & access details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksBondsETFsMutual FundsClosed-End FundsFundsCurrenciesPrivate Funds+4 more | ETFsMutual FundsStocks |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Institutional InvestorsFinancial AdvisorsRIAs / Wealth FirmsFamily OfficesAsset Managers | Retail TradersPro RetailInstitutional InvestorsLong-term InvestorsIndex/Passive Investors |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North America |
Coverage details | Identifiers: CUSIP, ISIN, SEDOL, and Ticker | Countries: USIdentifiers: Ticker |
| Data | ||
Data freshness | End of Day | Real-time |
Data granularity | EOD | Not specified |
Pricing sources | Vendor | Not specified |
Data partners | ICE Data ServicesMorningstarPitchBookCambridge AssociatesHedge Fund Research (HFR) | SEC EDGARIssuer Websites |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: APIKey and OAuth2Docs | Not specified |
Import methods | CustodianManual | CSVManual |
Integrations | FidelitySchwabICEMorningstarPitchBookCoinbaseEaglebrookCambridge Associates+2 more | Not specified |
Export formats | JSONPDF | ImagePDFExcel |
| Plans & trust | ||
Security & compliance | Role-based access | Not specified |
Capability signals | Broker syncTax lotsWash sale detectionRebalancingMulti-currencyCost basis: FIFO and LIFOHouseholdingMulti-entity structures+12 more | Factor exposurePortfolio factor exposureCorrelation |
Vendor & support | Addepar, Inc.Country: United StatesSupport: Email, Phone, and Forum | ETF InsiderCountry: IsraelFounded 2022Support: Email |
Green tags are exclusive to that tool in this comparison.
Pricing breakdown
—
Starting price
Plans & pricing
$14/mo
Starting price
Plans & pricing
- saved portfolios: 4
- holdings depth: Limited full holdings data
- saved portfolios: Unlimited
- holdings depth: Unlimited full holdings data
- +1 more
Coverage overlap
Shared categories
3Where the two tools cover the same ground.
Addepar strengths
4What you only get with Addepar.
ETF Insider strengths
8What you only get with ETF Insider.
Community category leaders
Vote sentiment comparison
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Frequently Asked Questions
What's the difference between Addepar and ETF Insider?
Addepar leans toward wealth management, portfolio, and advisor operations, while ETF Insider puts more weight on ETF screeners, screeners, and data visualizations. They overlap in 3 categories, so for most people it comes down to workflow preference and price.
Is Addepar or ETF Insider free to use?
ETF Insider has a free tier, so you can get started without paying anything. Addepar is paid-only. If budget matters, start with ETF Insider and see how far it takes you before opening your wallet.
Which is better for beginners: Addepar or ETF Insider?
ETF Insider is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Can I use Addepar or ETF Insider on my phone?
Addepar lists a dedicated mobile app, so it travels better. ETF Insider doesn't list a dedicated mobile app; its documented access is web and API.
Do Addepar and ETF Insider have APIs?
Yes, both offer API access, so developers and quants can pull data programmatically or wire up their own integrations.
Should I choose Addepar or ETF Insider?
It depends on what you're after. Pick Addepar if wealth management and advisor operations matter to you; go with ETF Insider if you'd rather have ETF screeners and screeners. And if you only need the basics both share, let price decide.
What asset classes do Addepar and ETF Insider cover?
Both cover stocks, ETFs, and mutual funds. Addepar also handles bonds, closed-end funds, and funds.
Does Addepar or ETF Insider have real-time data?
ETF Insider offers real-time data, which matters if you trade actively. Addepar runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Which covers international markets: Addepar or ETF Insider?
Addepar has documented international coverage (North America, Europe, APAC, LatAm, and more), so it's the safer bet if you hold non-US stocks. ETF Insider is more region-specific, mainly North America.
Can I export data from Addepar and ETF Insider?
ETF Insider exports to Excel. Addepar is stingier about getting data out.
Can Addepar or ETF Insider connect to my broker?
Addepar syncs with brokers automatically. With ETF Insider, you're entering holdings by hand or importing files.
Which has a better stock screener: Addepar or ETF Insider?
ETF Insider has a stock screener for surfacing ideas; Addepar doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Addepar or ETF Insider?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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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.