VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Friday, January 30, 2026
Tool Comparison
Addepar vs GuruFocus comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
GuruFocus
gurufocus.com
At a glance
| Addepar | GuruFocus | |
|---|---|---|
| Free tier | ||
| Free trial | 7 days | |
| Starting price | — | $41.58/mo |
| Enterprise option | ||
| Available plans | Platform (SaaS) | Free, Premium (Annual, USA), Premium (Monthly, USA), PremiumPlus (Annual, USA), PremiumPlus (Monthly, USA), Professional (Annual, USA), Professional (Monthly, USA), GuruAPI Data Licensing |
Vote sentiment comparison
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Platform details
| Attribute | Addepar | GuruFocus |
|---|---|---|
Asset types | StocksBondsETFsMutual FundsClosed-End FundsFundsCurrenciesPrivate FundsReal EstateOptionsFuturesCryptos | StocksETFsMutual FundsOptionsFunds |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Data freshness | End of Day | End of Day |
API access | REST | REST |
Export formats | JSONPDF | ExcelImagePDFJSON |
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by Addepar only.
Categories covered by GuruFocus only.
Frequently Asked Questions
What's the difference between Addepar and GuruFocus?
Addepar focuses on Wealth Management, Portfolio, and Portfolio Accounting / Book of Record while GuruFocus specializes in Screeners, Stock Ideas, and Stock Comparison. They overlap in 3 categories, so choose based on your preferred workflow and pricing.
Is Addepar or GuruFocus free to use?
GuruFocus offers a free tier that lets you get started without paying, while Addepar requires a subscription. If budget is a concern, start with GuruFocus and upgrade later if you need more advanced features.
Which is better for beginners—Addepar or GuruFocus?
GuruFocus is more beginner-friendly with an approachable interface. Both can work for intermediate users.
Do Addepar and GuruFocus 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 GuruFocus?
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 GuruFocus if Global value-investing research platform covering ~100,000 stocks in ~100 markets plus 8,000+ institutional investors and 15,000+ mutual funds holdings, designed to provide historical financial and valuation data for long-term investors., and All-in-One Screener offers 500+ fundamental, valuation, profitability, growth, dividend, guru and insider filters, supports custom filters/formulas and screening by regions, countries, exchanges and user portfolios. better fits how you invest.
What asset classes do Addepar and GuruFocus cover?
Both cover Stocks, ETFs, Mutual Funds, Funds, and Options. Addepar also includes Bonds, Closed-End Funds, Currencies, Private Funds, Real Estate, Futures, and Cryptos.
Can I export data from Addepar and GuruFocus?
GuruFocus supports data exports to Excel, Image, PDF, and JSON. Addepar has more limited export options.
Can Addepar or GuruFocus connect to my broker?
Addepar connects with brokers for portfolio syncing. GuruFocus requires manual portfolio entry or data import.
Which has a better stock screener—Addepar or GuruFocus?
GuruFocus includes a stock screener for finding investment ideas. Addepar focuses on other analytical tools.
Can I track my portfolio with Addepar or GuruFocus?
Both platforms include portfolio tracking, so you can monitor your 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.