★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Addepar vs Fiscal.ai
Addepar
Best for wealth management and advisor operations
Contact for pricing
Fiscal.ai
Best for stock ideas and screeners
Free • From $468/yr
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The verdict
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.
Key differences at a glance
- Mobile app
- Addepar
- Free plan
- Fiscal.ai
- Free trial
- Fiscal.ai14 days
- Broader coverage
- Fiscal.ai29 vs 7 categories
- Real-time data
- Fiscal.ai
- Broker sync
- Addepar
Choose
Addepar if…
- 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
Choose
Fiscal.ai if…
- Delayed quotes won't cut it; you need real-time data
- You'd rather start free and only pay if you outgrow it
- You care about stock ideas, screeners, and stock comparison, things Addepar doesn't offer
- You're newer to investing and want something approachable
Comparison snapshot
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Contact for pricing | Free • From $468/yr |
Free tier | No | Yes |
Free trial | — | 14 days |
Plan limits | — | 61 limits: Terminal - Free: financials history (annual): 10, Terminal - Free: financials history (quarterly): 6 +59 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 |
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 Fiscal.ai does best
- Modern web-based research terminal with dashboards, customizable watchlists, portfolio views, and visualizations across 100,000+ global stocks, ETFs, mutual funds, and funds.
- Deep fundamentals and segment/KPI coverage, including proprietary KPI feeds for 2,250+ companies in the pricing table and largest 2,300 companies globally by market capitalization in API docs; history depth scales by plan tier.
- AI Copilot for conversational research plus AI summaries and AI-generated reports, designed to speed up earnings, filings, and peer comparisons.
- Fiscal MCP is now documented as a first-class integration surface: Fiscal.ai is an official Claude Connector, and the same Streamable HTTP MCP endpoint works with ChatGPT developer mode, Cursor, Codex CLI, VS Code Copilot, Gemini CLI and other MCP clients via OAuth or API-key bearer auth.
- Fiscal Skills provide packaged analyst workflows for MCP clients, including financials pull, three-statement model, segments/KPIs, comp set, valuation, industry report, ownership activity, filing finder, quality scores and earnings reaction.
Data & access details
| 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.
Pricing breakdown
—
Starting price
Plans & pricing
$468/yr
Starting price
Plans & pricing
- financials history (annual): 10
- financials history (quarterly): 6
- +8 more
- financials history (annual): 15
- financials history (quarterly): 20
- +10 more
- financials history (annual): 15
- financials history (quarterly): 20
- +10 more
- financials history (annual): 20+
- financials history (quarterly): 40+
- +10 more
- financials history (annual): 20+
- financials history (quarterly): 40+
- +10 more
- api calls per day: 250
- burst requests per minute: 50
- +1 more
Coverage overlap
Shared categories
3Where the two tools cover the same ground.
Addepar strengths
4What you only get with Addepar.
Fiscal.ai strengths
26What you only get with Fiscal.ai.
Community category leaders
Vote sentiment comparison
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Frequently Asked Questions
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.
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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.