★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Addepar vs GuruFocus
Pick Addepar if
Addepar
Contact for pricing · Web · Mobile · API
- You care about wealth management, advisor operations, and tax lots / lot optimization, things GuruFocus doesn't offer
Pick GuruFocus if
GuruFocus
Free • From $549/yr · Web · Mobile · API
- You'd rather start free and only pay if you outgrow it
- You care about stock ideas, screeners, and ETF screeners, things Addepar doesn't offer
- You're newer to investing and want something approachable
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 GuruFocus cover a lot of the same ground (4 shared categories, including portfolio, data visualizations, and APIs & data feeds), so for the basics you won't go far wrong with either. GuruFocus simply does more: 48 categories to Addepar's 7, including stock ideas, screeners, and ETF screeners. Addepar counters by keeping things simpler.
What readers say
Addepar
Vote once to reveal the community verdict.
GuruFocus
Vote once to reveal the community verdict.
Key differences at a glance
- Free plan
- GuruFocus
- Free trial
- GuruFocus7 days
- Broader coverage
- GuruFocus48 vs 7 categories
- Beginner friendly
- GuruFocus
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 $549/yr |
Free tier | No | Yes |
Free trial | — | 7 days |
Plan limits | — | 47 limits: Free: portfolio limit: Up to 3 portfolios with 25 stocks each for free members, Free: data api requests: 100/month included in the Free API package +45 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | Yes |
API access | Yes | Yes |
Broker sync | Yes | Yes |
Integrations | Fidelity, Schwab +8 more | GuruFocus Data API, GuruFocus MCP Server +3 more |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Institutional Investors, Financial Advisors +3 more | Retail Traders, Pro Retail +9 more |
Categories covered | 7 | 48 |
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 | 5 signals: Latency: End of Day, Granularity: EOD +3 more |
Data partners | 5 partners: ICE Data Services, Morningstar +3 more | 5 partners: QuoteMedia, Morningstar +3 more |
Capabilities | 20 signals: Broker sync, Tax lots +18 more | 8 signals: Custom formulas, Ranking backtests +6 more |
Security | Role-based access | Status page and Encryption in transit |
| Try it | Visit Addepar | Visit GuruFocus |
Where each one shines
What Addepar and GuruFocus each do best.ShowHide
Where each one shines
What Addepar and GuruFocus 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 GuruFocus does best
- Research coverage for global stocks with long historical financials, valuation data, charts, comparisons, market valuation indicators, economic indicators, industry data, and company-level fundamentals.
- The All-in-One Screener with hundreds of filters across fundamentals, valuation, profitability, growth, dividends, guru holdings, insider trades, predefined value screens, custom filters, saved screens, and downloads.
- Backtest screener strategies across many countries with configurable stock count, ranking metric, sort order, date range, and rebalance frequency.
- GF Score to compare stocks through a 0-100 framework built around financial strength, profitability, growth, valuation, and momentum.
- GF Value to frame fair value from historical multiples, past returns, and analyst estimates, then classify stocks by valuation range.
Every detail we compared
Every tracked attribute for Addepar and GuruFocus, side by side.ShowHide
Every detail we compared
Every tracked attribute for Addepar and GuruFocus, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksBondsETFsMutual FundsClosed-End FundsFundsCurrenciesPrivate Funds+4 more | StocksETFsBondsMutual FundsOptionsFundsOther |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Institutional InvestorsFinancial AdvisorsRIAs / Wealth FirmsFamily OfficesAsset Managers | Retail TradersPro RetailLong-term InvestorsValue InvestorsQuality InvestorsDividend InvestorsAnalystsQuants/Developers+3 more |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Identifiers: CUSIP, ISIN, SEDOL, and Ticker | Identifiers: Ticker and CIK |
| Data | ||
Data freshness | End of Day | End of Day |
Data granularity | EOD | EOD |
Pricing sources | Vendor | ExchangeVendorModel |
Data partners | ICE Data ServicesMorningstarPitchBookCambridge AssociatesHedge Fund Research (HFR) | QuoteMediaMorningstarRefinitivFREDSEC / local regulators |
| Access & integrations | ||
API protocols | REST | REST |
API auth & delivery | Auth: APIKey and OAuth2Docs | Auth: APIKeySDKs: Python and GoDocs |
Import methods | CustodianManual | CSVBrokerOAuthManual |
Integrations | FidelitySchwabICEMorningstarPitchBookCoinbaseEaglebrookCambridge Associates+2 more | GuruFocus Data APIGuruFocus MCP ServerGuruFocus Excel Add-inGuruFocus Google Sheets Add-onSnapTrade |
Export formats | JSONPDF | CSVExcelJSON |
| Plans & trust | ||
Security & compliance | Role-based access | Status pageEncryption in transit |
Capability signals | Broker syncTax lotsWash sale detectionRebalancingMulti-currencyCost basis: FIFO and LIFOHouseholdingMulti-entity structures+12 more | Custom formulasRanking backtestsUniverse builderFactors: Value, Quality, Momentum, and GrowthBroker syncMulti-currencyYield curvesAI summaries: Transcripts |
Vendor & support | Addepar, Inc.Country: United StatesSupport: Email, Phone, and Forum | GuruFocus.com, LLCCountry: United StatesFounded 2004Support: Email, Chat, Phone, and Forum |
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 | — | Freeportfolio limit: Up to 3 portfolios with 25 stocks each for free members · data api requests: 100/month included in the Free API package · +1 more |
| Entry paid plan | — | $549/yr≈ $45.75/mo“Premium”billing: Annual only · data api requests: 200/month included with Premium membership · +2 more |
| Tier 2 | — | $1398/yr≈ $116.50/mo“Plus / Premium Plus”billing: Annual only · data api requests: 500/month included with Premium Plus membership · +2 more |
| Tier 3 | — | $200/mo“Data API Builder”billing: Billed annually · monthly request limit: No limit · +10 more |
| Tier 4 | — | $2448/yr≈ $204/mo“Pro / Professional”billing: Annual only · data api requests: 2,000/month included with Professional membership |
| Tier 5 | — | $2000/mo“Data API Commercial”billing: Billed annually · monthly request limit: No limit · +1 more |
| Top plan | — | $100 per unit“Data API Pay As You Go”initial top up: $100 credit · stock daily prices: $0.05/request · +16 more |
| Custom / enterprise | Contact sales“Platform (SaaS)” | Contact sales“Custom API / Enterprise Package” |
| Free trial | — | 7 days |
Questions we keep getting
What's the difference between Addepar and GuruFocus?
Addepar leans toward wealth management, portfolio, and advisor operations, while GuruFocus puts more weight on stock ideas, screeners, and ETF screeners. They overlap in 4 categories, so for most people it comes down to workflow preference and price.
Is Addepar or GuruFocus free to use?
GuruFocus has a free tier, so you can get started without paying anything. Addepar is paid-only. If budget matters, start with GuruFocus and see how far it takes you before opening your wallet.
Which is better for beginners: Addepar or GuruFocus?
GuruFocus is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Do Addepar and GuruFocus 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 GuruFocus?
It depends on what you're after. Pick Addepar if wealth management and advisor operations matter to you; go with GuruFocus 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 GuruFocus cover?
Both cover stocks, bonds, ETFs, and mutual funds. Addepar also handles closed-end funds, currencies, and private funds. GuruFocus adds other on top.
Can I export data from Addepar and GuruFocus?
GuruFocus exports to CSV and Excel. Addepar is stingier about getting data out.
Can Addepar or GuruFocus connect to my broker?
Yes, both connect to brokers, so your portfolio syncs automatically instead of you keying in every trade.
Which has a better stock screener: Addepar or GuruFocus?
GuruFocus has a stock screener for surfacing ideas; Addepar doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Addepar or GuruFocus?
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.