★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Friday, June 12, 2026
Tool Comparison · Friday, June 12, 2026
Addepar vs FactorsToday
Trying to decide between Addepar and FactorsToday? Here's how they compare on pricing, features, and platforms — and which one fits the way you invest.
Addepar
Best for wealth management and portfolio accounting / book of record
Enterprise multi-product wealth & investment management platform used by RIAs, family offices, private banks and institutions to aggregate multi-asset, multi-entity portfolios and deliver portfolio accounting, analytics, trading, reporting and client portal experiences on a single data model. Addepar now explicitly positions itself as a global data and AI platform for investment professionals, with more than $9T in assets represented on the platform. Capabilities such as Addepar Trading, Navigator, Alts Data Management, Intelligent Statements, Addison AI, and premium market/benchmark feeds are licensed as separate modules or data packages, and the open API is available only to firms with an active Addepar subscription. Included vs premium market data feeds (e.g., ICE Pricing vs Private Fund Benchmarks) are explicitly labeled in the Integration Center.[0,7,8,9,10,11]
FactorsToday
Best for screeners and quant
Quantitative factor-investing platform with a web UI and an open REST API. Supports factor/stock screening, factor history and correlations, portfolio factor analysis (including what-if factor scenarios), a factor-tilt portfolio builder with simulated performance, rolling regression performance attribution, and a hedge builder that recommends hedge positions.
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The verdict
The bottom line: Addepar and FactorsToday cover a lot of the same ground — 3 shared categories, portfolio, data visualizations, and data APIs — so for the basics you won't go far wrong with either. The real difference is focus: only Addepar gives you wealth management and portfolio accounting / book of record, and only FactorsToday gives you screeners and quant.
Key differences at a glance
Broader coverage
Addepar
15 vs 13 categories
Mobile app
Addepar
Addepar only
Real-time data
FactorsToday
FactorsToday only
Choose
Addepar if…
- You care about wealth management, portfolio accounting / book of record, and client & investor reporting — things FactorsToday doesn't offer
- You do a lot of your research from your phone
Choose
FactorsToday if…
- You care about screeners, quant, and stock comparison — things Addepar doesn't offer
- Delayed quotes won't cut it — you need real-time data
Consider alternatives if…
- You'd rather have one tool that does it all.
- Neither price feels right for what you'd get.
Comparison snapshot
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 FactorsToday does best
- Live dashboards for "Extreme Factor Moves" and "Extreme Factor Pairs" using z-scores across multiple time windows.
- 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.
- Stock Lookup to search tickers/names and analyze factor exposures (and compare models).
- Portfolio Factor Analysis: upload holdings (CSV), choose factor model granularity (Base -> All Factors), compare to a benchmark, and run a what-if scenario analyzer.
- Hedge Portfolio Builder that takes portfolio holdings and factor targets, then produces hedge position recommendations with constraint controls and CSV export.
Data & access 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 |
Seen enough? The fastest way to decide is to open both and poke around for five minutes.
Pricing breakdown
Tool
Addepar
—
Starting price
Plans & pricing
Tool
FactorsToday
—
Starting price
Plans & pricing
Pricing not published
Coverage overlap
What you only get with Addepar.
What you only get with FactorsToday.
Community category leaders
Vote sentiment comparison
Loading sentiment chart...
Still deciding? Get hands-on with both — most plans offer a free tier or trial.
Frequently Asked Questions
What's the difference between Addepar and FactorsToday?
Addepar leans toward wealth management, portfolio, and portfolio accounting / book of record, while FactorsToday puts more weight on screeners, quant, and data visualizations. They overlap in 3 categories, so for most people it comes down to workflow preference and price.
How much do Addepar and FactorsToday cost?
Neither has a free plan; you'll need a paid subscription for the full feature set of either. The pricing breakdown above shows what each tier actually costs.
Can I use Addepar or FactorsToday on my phone?
Addepar has a proper mobile app, so it travels better. FactorsToday is web-only — it'll load in a phone browser, but it's not the same experience.
Do Addepar and FactorsToday 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 FactorsToday?
It depends on what you're after. Pick Addepar if wealth management and portfolio accounting / book of record matter to you; go with FactorsToday if you'd rather have screeners and quant. And if you only need the basics both share, let price decide.
What asset classes do Addepar and FactorsToday cover?
Both cover stocks, ETFs, mutual funds, and closed-end funds. Addepar also handles bonds, funds, and currencies.
Does Addepar or FactorsToday have real-time data?
FactorsToday offers real-time data, which matters if you trade actively. Addepar runs on delayed or end-of-day data — perfectly fine for longer-term investors who don't live and die by the tick.
Can I export data from Addepar and FactorsToday?
FactorsToday exports to CSV, Excel, and JSON. Addepar is stingier about getting data out.
Can Addepar or FactorsToday connect to my broker?
Addepar syncs with brokers automatically. With FactorsToday, you're entering holdings by hand or importing files.
Which has a better stock screener—Addepar or FactorsToday?
FactorsToday has a stock screener for surfacing ideas; Addepar doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Addepar or FactorsToday?
Yes, both do portfolio tracking — 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.