★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Addepar vs Fiscal.ai
Pick Addepar if
Addepar
Contact for pricing · Web · Mobile · API
- You do a lot of your research from your phone
- You care about wealth management, advisor operations, and tax lots / lot optimization, things Fiscal.ai doesn't offer
Pick Fiscal.ai if
Fiscal.ai
Free • From $39/mo · Web · API
- You'd rather start free and only pay if you outgrow it
- Delayed quotes won't cut it; you need real-time data
- You care about stock ideas, screeners, and stock comparison, things Addepar doesn't offer
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
The bottom line
Addepar and Fiscal.ai 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. Fiscal.ai simply does more: 29 categories to Addepar's 7, including stock ideas, screeners, and stock comparison. Addepar counters by keeping things simpler.
What readers say
Addepar
Vote once to reveal the community verdict.
Fiscal.ai
Vote once to reveal the community verdict.
Key differences at a glance
- Free plan
- Fiscal.ai
- Free trial
- Fiscal.ai7 days
- Broader coverage
- Fiscal.ai29 vs 7 categories
- Mobile app
- Addepar
- Real-time data
- Fiscal.ai
- Broker sync
- Addepar
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Contact for pricing | Free • From $39/mo |
Free tier | No | Yes |
Free trial | — | 7 days |
Plan limits | — | 37 limits: Terminal - Free: financials history (annual): 10, Terminal - Free: financials history (quarterly): 6 +35 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | No |
API access | Yes | Yes |
Broker sync | Yes | No |
Integrations | Fidelity, Schwab +8 more | MCP, Claude Connector +7 more |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Institutional Investors, Financial Advisors +3 more | Retail Traders, Pro Retail +11 more |
Categories covered | 7 | 29 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | 6 signals: Latency: End of Day, Granularity: EOD +4 more | 3 signals: Latency: Real-time, 15-min Delayed, and End of Day, Granularity: EOD +1 more |
Data partners | 5 partners: ICE Data Services, Morningstar +3 more | 5 partners: Fiscal.ai Data Feed, S&P Global Market Intelligence +3 more |
Capabilities | 20 signals: Broker sync, Tax lots +18 more | 6 signals: Custom formulas, Universe builder +4 more |
Security | Role-based access | SOC2 and Status page |
| Try it | Visit Addepar | Visit Fiscal.ai |
Where each one shines
What Addepar and Fiscal.ai each do best.ShowHide
Where each one shines
What Addepar and Fiscal.ai each do best.What Addepar does best
- Aggregate complex portfolios across custodians, managers, entities, households, currencies, public markets, private funds, real estate, digital assets, and custom assets.
- A single data model for portfolio accounting, analytics, client reporting, dashboards, billing, tax lots, and advisor/client portal experiences.
- Tools for creating branded client-ready reports and dashboards with configurable layouts, templates, visualizations, and stakeholder-specific views.
- Addepar Trading for model-based trading, drift monitoring, rebalancing, block trading, and account or household-level portfolio workflows where licensed.
- Navigator for projection and scenario workflows around cash flows, capital market assumptions, and complex private-market investments where available.
What Fiscal.ai does best
- Research coverage for global stocks, ETFs, mutual funds, and funds through dashboards, watchlists, portfolio views, visualizations, fundamentals, estimates, transcripts, filings, news, and event data.
- AI Copilot, AI summaries, and AI-generated reports to speed up earnings review, filing review, peer comparison, financial analysis, and company research.
- Analysis of fundamentals, ratios, standardized financials, as-reported data, adjusted metrics, segment data, KPIs, analyst estimates, revisions, ratings, and price targets.
- Packaged Fiscal Skills in MCP clients for financial pulls, three-statement models, segment and KPI work, comp sets, valuation, industry reports, ownership activity, filing discovery, quality scores, and earnings reactions.
- Trace research back to source filings, transcripts, slides, company news, investor-relations material, and source-to-filing images or PDFs where supported.
Every detail we compared
Every tracked attribute for Addepar and Fiscal.ai, side by side.ShowHide
Every detail we compared
Every tracked attribute for Addepar and Fiscal.ai, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksBondsETFsMutual FundsClosed-End FundsFundsCurrenciesPrivate Funds+4 more | StocksETFsMutual FundsFunds |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Institutional InvestorsFinancial AdvisorsRIAs / Wealth FirmsFamily OfficesAsset Managers | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersLong-term InvestorsValue InvestorsGrowth Investors+5 more |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Identifiers: CUSIP, ISIN, SEDOL, and Ticker | Identifiers: Ticker, CUSIP, ISIN, and FIGI |
| Data | ||
Data freshness | End of Day | Real-time15-min DelayedEnd of Day |
Data granularity | EOD | EOD |
Pricing sources | Vendor | Not specified |
Data partners | ICE Data ServicesMorningstarPitchBookCambridge AssociatesHedge Fund Research (HFR) | Fiscal.ai Data FeedS&P Global Market IntelligenceMorningstarYChartsPerplexity |
| Access & integrations | ||
API protocols | REST | REST |
API auth & delivery | Auth: APIKey and OAuth2Docs | Auth: APIKeyWebhooks50 req/minDocs |
Import methods | CustodianManual | Manual |
Integrations | FidelitySchwabICEMorningstarPitchBookCoinbaseEaglebrookCambridge Associates+2 more | MCPClaude ConnectorChatGPTCodex CLICursorVS Code CopilotGemini CLIPerplexity+1 more |
Export formats | JSONPDF | CSVImagePDF |
| Plans & trust | ||
Security & compliance | Role-based access | SOC2Status page |
Capability signals | Broker syncTax lotsWash sale detectionRebalancingMulti-currencyCost basis: FIFO and LIFOHouseholdingMulti-entity structures+12 more | Custom formulasUniverse builderPerformance attributionPortfolio attributionCitation pinningAI summaries: Filings, Transcripts, and News |
Vendor & support | Addepar, Inc.Country: United StatesSupport: Email, Phone, and Forum | Stratosphere Technology Inc.Country: CanadaFounded 2021Support: Email |
Curation ratings | Not specified | Methodology 5/5Reliability 4/5UX 5/5 |
Green tags are exclusive to that tool in this comparison.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | — | Free“Terminal - Free”financials history (annual): 10 · financials history (quarterly): 6 · +8 more |
| Entry paid plan | — | $39/mo“Terminal - Pro (Monthly)”financials history (annual): 15 · financials history (quarterly): 20 · +10 more |
| Top plan | — | $199/mo“Terminal - Enterprise (Monthly)”financials history (annual): 20+ · financials history (quarterly): 40+ · +10 more |
| Custom / enterprise | Contact sales“Platform (SaaS)” | Contact sales“API - Paid” |
| Free trial | — | 7 days |
Questions we keep getting
What's the difference between Addepar and Fiscal.ai?
Addepar leans toward wealth management, portfolio, and advisor operations, while Fiscal.ai puts more weight on stock ideas, screeners, and stock comparison. They overlap in 3 categories, so for most people it comes down to workflow preference and price.
Is Addepar or Fiscal.ai free to use?
Fiscal.ai has a free tier, so you can get started without paying anything. Addepar is paid-only. If budget matters, start with Fiscal.ai and see how far it takes you before opening your wallet.
Which is better for beginners: Addepar or Fiscal.ai?
Fiscal.ai 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 Fiscal.ai on my phone?
Addepar lists a dedicated mobile app, so it travels better. Fiscal.ai doesn't list a dedicated mobile app; its documented access is web and API.
Do Addepar and Fiscal.ai 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 Fiscal.ai?
It depends on what you're after. Pick Addepar if wealth management and advisor operations matter to you; go with Fiscal.ai if you'd rather have stock ideas and screeners. And if you only need the basics both share, let price decide.
What asset classes do Addepar and Fiscal.ai cover?
Both cover stocks, ETFs, mutual funds, and funds. Addepar also handles bonds, closed-end funds, and currencies.
Does Addepar or Fiscal.ai have real-time data?
Fiscal.ai 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.
Can I export data from Addepar and Fiscal.ai?
Fiscal.ai exports to CSV. Addepar is stingier about getting data out.
Can Addepar or Fiscal.ai connect to my broker?
Addepar syncs with brokers automatically. With Fiscal.ai, you're entering holdings by hand or importing files.
Which has a better stock screener: Addepar or Fiscal.ai?
Fiscal.ai has a stock screener for surfacing ideas; Addepar doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Addepar or Fiscal.ai?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
Keep researching
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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.