VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Tuesday, February 24, 2026
Tool Comparison
Addepar vs FactorsToday comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
At a glance
Tool
Addepar
—
Starting price
Plans & pricing
Tool
FactorsToday
—
Starting price
Plans & pricing
Pricing not published
Vote sentiment comparison
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Platform details
| Attribute | Addepar | FactorsToday |
|---|---|---|
Asset types | StocksBondsETFsMutual FundsClosed-End FundsFundsCurrenciesPrivate FundsReal EstateOptionsFuturesCryptos | StocksETFsMutual FundsClosed-End Funds |
Experience | IntermediateAdvanced | IntermediateAdvanced |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | Not specified |
Data freshness | End of Day | Real-timeEnd of Day |
API access | REST | REST |
Export formats | JSONPDF | CSVExcelJSON |
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by Addepar only.
Categories covered by FactorsToday only.
Frequently Asked Questions
What's the difference between Addepar and FactorsToday?
Addepar focuses on Wealth Management, Portfolio, and Portfolio Accounting / Book of Record while FactorsToday specializes in Screeners, Quant, and Data Visualizations. They overlap in 3 categories, so choose based on your preferred workflow and pricing.
How much do Addepar and FactorsToday cost?
Both platforms require a paid subscription to access their full feature set. Compare the pricing details above to find the best value for your needs.
Can I use Addepar or FactorsToday on my phone?
Addepar has a mobile app so you can check your research on the go. FactorsToday is web-only, so you'll need a browser to access it from mobile devices.
Do Addepar and FactorsToday have APIs?
Yes, both platforms offer API access for developers and quants who want to build custom integrations or automate their workflows.
Should I choose Addepar or FactorsToday?
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 FactorsToday if Live dashboards for "Extreme Factor Moves" and "Extreme Factor Pairs" using z-scores across multiple time windows., and Factor Screener (filter by timeframe/return/direction/name) and Stock Screener (filter by stock type, factor criteria, and model-fit metrics like R^2/Adj R^2), with CSV export. better fits how you invest.
What asset classes do Addepar and FactorsToday cover?
Both cover Stocks, ETFs, Mutual Funds, and Closed-End Funds. Addepar also includes Bonds, Funds, Currencies, Private Funds, Real Estate, Options, Futures, and Cryptos.
Does Addepar or FactorsToday have real-time data?
FactorsToday 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 I export data from Addepar and FactorsToday?
FactorsToday supports data exports to CSV, Excel, and JSON. Addepar has more limited export options.
Can Addepar or FactorsToday connect to my broker?
Addepar connects with brokers for portfolio syncing. FactorsToday requires manual portfolio entry or data import.
Which has a better stock screener—Addepar or FactorsToday?
FactorsToday includes a stock screener for finding investment ideas. Addepar focuses on other analytical tools.
Can I track my portfolio with Addepar or FactorsToday?
Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.
Other tools you might like
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.