Addepar vs Interactive Brokers (IBKR) comparison

Addepar focuses on Wealth Management, Portfolio, and Portfolio Accounting / Book of Record while Interactive Brokers (IBKR) specializes in Brokerage, Advanced Order Types, and Smart/Direct Routing. They overlap in 3 categories, so choose based on your preferred workflow and pricing.

Both platforms require a paid subscription to access their full feature set. Compare the pricing details above to find the best value for your needs.

Interactive Brokers (IBKR) is more beginner-friendly with an approachable interface. Both can work for intermediate users.

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 Interactive Brokers (IBKR) if Platforms: Client Portal (web), Trader Workstation (TWS) and IBKR Desktop (desktop), IBKR Mobile / GlobalTrader (mobile), plus IBKR APIs; feature availability differs by platform/product., and Supported instruments include stocks/ETFs, options (incl. combos), mutual funds, futures (incl. futures options), spot FX, bonds, physical metals, structured products and CFDs. better fits how you invest.

Both cover Stocks, Bonds, ETFs, Mutual Funds, Currencies, Options, and Futures. Addepar also includes Closed-End Funds, Funds, Private Funds, Real Estate, and Cryptos. Interactive Brokers (IBKR) adds coverage for Commodities, and Other.

Interactive Brokers (IBKR) 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.

Interactive Brokers (IBKR) supports data exports to PDF, CSV, and XML. Addepar has more limited export options.

Addepar connects with brokers for portfolio syncing. Interactive Brokers (IBKR) requires manual portfolio entry or data import.

Interactive Brokers (IBKR) is built with active traders in mind, offering features like real-time data and technical analysis. Addepar is better suited for buy-and-hold investors focused on fundamentals.

Interactive Brokers (IBKR) 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.