★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Addepar vs GuruFocus
Addepar
Best for wealth management and advisor operations
Contact for pricing
GuruFocus
Best for stock ideas and screeners
Free • From $549/yr
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The verdict
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.
Key differences at a glance
- Free plan
- GuruFocus
- Free trial
- GuruFocus7 days
- Broader coverage
- GuruFocus48 vs 7 categories
- Beginner friendly
- GuruFocus
Choose
Addepar if…
- You care about wealth management, advisor operations, and tax lots / lot optimization, things GuruFocus doesn't offer
Choose
GuruFocus if…
- 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
- You're a long-term investor who cares more about fundamentals than headlines
Comparison snapshot
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Contact for pricing | Free • From $549/yr |
Free tier | No | Yes |
Free trial | — | 7 days |
Plan limits | — | 38 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 +36 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 Excel Add-in +6 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 |
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 GuruFocus does best
- Global value-investing research platform with historical financial and valuation data, screeners, charts, comparisons, institutional-investor trading histories, executive trading histories, market valuation data, economic indicators, and industry indicators.
- Large global coverage footprint: GuruFocus says it serves more than 1 million users worldwide, covers 100,000 stocks in 100 markets, tracks 8,000+ institutional investors’ trading histories, and tracks 15,000+ mutual fund holdings; API documentation separately describes 60,000+ companies across 9 regions.
- All-in-One Screener with 500+ filters across fundamentals, valuation, profitability, growth, dividends, guru holdings, insider trades, predefined value screens, custom filters, saved screens, downloadable results, and portfolio workflow integration.
- Screener backtesting for more than 80 countries, with U.S. backtests starting January 1, 2006 and non-U.S. country backtests generally starting January 1, 2016; parameters include stock count, ranking metric, sort order, start/end date, and rebalance frequency.
- GuruFocus states that screener backtests are designed to be free of survivorship bias by considering historical mergers, acquisitions, spin-offs, and delistings.
Data & access details
| 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 Excel Add-inGuruFocus Google Sheets Add-onSnapTradeSchwabFidelityRobinhoodInteractive Brokers |
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.
Pricing breakdown
—
Starting price
Plans & pricing
$549/yr
Starting price
Plans & pricing
- portfolio 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
- billing: Annual only
- data api requests: 200/month included with Premium membership
- +2 more
- billing: Annual only
- data api requests: 500/month included with Premium Plus membership
- +2 more
- billing: Annual only
- data api requests: 2,000/month included with Professional membership
- requests: 100/month
- billing: Billed annually
- canada add on: $100/month
- +8 more
- billing: Billed annually
- initial top up: $100 credit
- company profile: $0.10/request
- +11 more
Coverage overlap
Shared categories
4Where the two tools cover the same ground.
Addepar strengths
3What you only get with Addepar.
GuruFocus strengths
44What you only get with GuruFocus.
Community category leaders
Vote sentiment comparison
Loading sentiment chart...
Frequently Asked Questions
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.