VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Saturday, January 31, 2026
Tool Comparison
Addepar vs FinancialData.net comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
FinancialData.net
financialdata.net
At a glance
| Addepar | FinancialData.net | |
|---|---|---|
| Free tier | ||
| Free trial | ||
| Starting price | — | $19/mo |
| Enterprise option | ||
| Available plans | Platform (SaaS) | Free, Standard, Premium, Professional, Enterprise |
Vote sentiment comparison
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Platform details
| Attribute | Addepar | FinancialData.net |
|---|---|---|
Asset types | StocksBondsETFsMutual FundsClosed-End FundsFundsCurrenciesPrivate FundsReal EstateOptionsFuturesCryptos | StocksETFsMutual FundsFundsCommoditiesCurrenciesCryptosOptionsFuturesOther |
Experience | IntermediateAdvanced | IntermediateAdvanced |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPACLatAm |
Data freshness | End of Day | Real-timeEnd of Day |
API access | REST | REST |
Export formats | JSONPDF | JSONCSVExcel |
Coverage overlap
Categories covered by Addepar only.
Categories covered by FinancialData.net only.
Frequently Asked Questions
What's the difference between Addepar and FinancialData.net?
Addepar focuses on Wealth Management, Portfolio, and Portfolio Accounting / Book of Record while FinancialData.net specializes in Data APIs, APIs & SDKs, and Calendar. They overlap in 2 categories, so choose based on your preferred workflow and pricing.
Is Addepar or FinancialData.net free to use?
FinancialData.net offers a free tier that lets you get started without paying, while Addepar requires a subscription. If budget is a concern, start with FinancialData.net and upgrade later if you need more advanced features.
Can I use Addepar or FinancialData.net on my phone?
Addepar has a mobile app so you can check your research on the go. FinancialData.net is web-only, so you'll need a browser to access it from mobile devices.
Do Addepar and FinancialData.net 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 FinancialData.net?
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 FinancialData.net if REST API for real-time and historical data across equities (US + international), ETFs/funds, indices, derivatives, OTC, crypto and FX., and API auth via query parameter `?key=API_KEY` (or `&key=`) and supports JSON or CSV output formats. better fits how you invest.
What asset classes do Addepar and FinancialData.net cover?
Both cover Stocks, ETFs, Mutual Funds, Funds, Currencies, Options, Futures, and Cryptos. Addepar also includes Bonds, Closed-End Funds, Private Funds, and Real Estate. FinancialData.net adds coverage for Commodities, and Other.
Does Addepar or FinancialData.net have real-time data?
FinancialData.net 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 FinancialData.net?
FinancialData.net supports data exports to JSON, CSV, and Excel. Addepar has more limited export options.
Can Addepar or FinancialData.net connect to my broker?
Addepar connects with brokers for portfolio syncing. FinancialData.net requires manual portfolio entry or data import.
Can I track my portfolio with Addepar or FinancialData.net?
Addepar offers portfolio tracking features. FinancialData.net is more focused on research and analysis.
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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.