Addepar vs Fiscal.ai comparison

Addepar focuses on Wealth Management, Portfolio, and Portfolio Accounting / Book of Record while Fiscal.ai specializes in Screeners, Stock Comparison, and Data Visualizations. They overlap in 4 categories, so choose based on your preferred workflow and pricing.

Fiscal.ai offers a free tier that lets you get started without paying, while Addepar requires a subscription. If budget is a concern, start with Fiscal.ai and upgrade later if you need more advanced features.

Fiscal.ai is more beginner-friendly with an approachable interface. Both can work for intermediate users.

Addepar has a mobile app so you can check your research on the go. Fiscal.ai is web-only, so you'll need a browser to access it from mobile devices.

Yes, both platforms offer API access for developers and quants who want to build custom integrations or automate their workflows.

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 Fiscal.ai if Modern web-based research terminal with dashboards, customizable watchlists, portfolio stats, and fundamental charting for 100,000+ global stocks, ETFs, and funds., and Deep fundamental coverage: 10–20+ years of annual and 6–40+ quarters of quarterly financials by plan, with ratios, common-size statements, and adjusted metrics. better fits how you invest.

Both cover Stocks, ETFs, Mutual Funds, and Funds. Addepar also includes Bonds, Closed-End Funds, Currencies, Private Funds, Real Estate, Options, Futures, and Cryptos.

Fiscal.ai 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.

Fiscal.ai supports data exports to CSV, Image, and PDF. Addepar has more limited export options.

Addepar connects with brokers for portfolio syncing. Fiscal.ai requires manual portfolio entry or data import.

Fiscal.ai includes a stock screener for finding investment ideas. Addepar focuses on other analytical tools.

Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.