VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★

PRICE: 5 CENTS

Thursday, December 11, 2025

Tool Comparison

Addepar vs Investing.com comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

Addepar adds Wealth Management, Portfolio Accounting / Book of Record, Client & Investor Reporting, Alternatives / Capital Calls & Distributions, Householding & Multi-Entity, Client Portal & Mobile App, Fee Billing & Invoicing, Rebalancing & Trading, Model Portfolios & Sleeves, Data Visualizations, Tax Lots / Lot Optimization, Data APIs, APIs & SDKs, and Broker Connectors coverage that Investing.com skips.

Investing.com includes Screeners, ETF Screeners, Watchlist, News, Alerts, Calendar, Dividends, Splits, IPO, Financials, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, ETF Overview, ETF Holdings, Options, and Interest Rates categories that Addepar omits.

Investing.com keeps a free entry point that Addepar lacks.

In depth comparison

Addepar

addepar.com

Enterprise multi-product wealth & investment management platform used by RIAs, family offices, private banks and institutions to aggregate multi-asset, multi-entity portfolios and deliver portfolio accounting, analytics, trading, reporting and client portal experiences on a single data model. Capabilities such as Addepar Trading, Navigator, Alts Data Management, and premium market/benchmark feeds are licensed as separate modules or data packages, and the open API is available only to firms with an active Addepar subscription. Included vs premium market data feeds (e.g., ICE Pricing vs Private Fund Benchmarks) are explicitly labeled in the Integration Center.[0,7,8,9,10,11]

Platforms

WebMobileAPI

Pricing

Subscription

Quick highlights

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.
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.
Integrated market-data feeds including ICE end-of-day pricing for global equities, mutual funds, ETFs and related security types, plus FX rates, reference data, benchmarks, constituents and other datasets—some included with Addepar and others licensed as premium feeds.[9,10]

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Investing.com

investing.com

Hands-on review

Large, ad‑supported multi‑asset portal for quotes, calendars, screeners and watchlists. InvestingPro / Pro+ add institutional‑grade fundamentals, ProNews and AI‑driven stock ideas. Excellent free macro & event coverage, but quotes can be delayed/indicative on some venues, so double‑check prices with your broker before trading.

Platforms

WebMobile

Pricing

FreeSubscription

Quick highlights

Global multi‑asset coverage with quotes and interactive charts for stocks, ETFs, mutual funds, bonds, commodities, FX, crypto, futures and options across hundreds of exchanges.
Extensive calendars for economic data, central‑bank decisions, earnings, dividends, splits, IPOs and options expirations, all with configurable email / push alerts and timezone filters.
Portfolio and watchlist tools with P&L, performance charts, CSV import/export and sync between web and mobile apps.
Free stock screener plus InvestingPro+ ‘professional’ screener with 1,200+ metrics, AI‑powered filters, saved screens and data export.
ETF pages with overview, performance, factor/sector/country breakdowns and full holdings tables, supporting both core and thematic ETFs.

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Where they differ

Addepar

Distinct strengths include:

Wealth Management Portfolio Accounting / Book of Record Client & Investor Reporting Alternatives / Capital Calls & Distributions Householding & Multi-Entity Client Portal & Mobile App Fee Billing & Invoicing Rebalancing & Trading

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.
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.

Investing.com

Distinct strengths include:

Screeners ETF Screeners Watchlist News Alerts Calendar Dividends Splits

Global multi‑asset coverage with quotes and interactive charts for stocks, ETFs, mutual funds, bonds, commodities, FX, crypto, futures and options across hundreds of exchanges.
Extensive calendars for economic data, central‑bank decisions, earnings, dividends, splits, IPOs and options expirations, all with configurable email / push alerts and timezone filters.
Portfolio and watchlist tools with P&L, performance charts, CSV import/export and sync between web and mobile apps.
Free stock screener plus InvestingPro+ ‘professional’ screener with 1,200+ metrics, AI‑powered filters, saved screens and data export.

Feature-by-feature breakdown

Attribute	Addepar	Investing.com
Categories Which research workflows each platform targets	Shared: Portfolio Unique: Wealth Management, Portfolio Accounting / Book of Record, Client & Investor Reporting, Alternatives / Capital Calls & Distributions, Householding & Multi-Entity, Client Portal & Mobile App, Fee Billing & Invoicing, Rebalancing & Trading, Model Portfolios & Sleeves, Data Visualizations, Tax Lots / Lot Optimization, Data APIs, APIs & SDKs, Broker Connectors	Shared: Portfolio Unique: Screeners, ETF Screeners, Watchlist, News, Alerts, Calendar, Dividends, Splits, IPO, Financials, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, ETF Overview, ETF Holdings, Options, Interest Rates
Asset types Supported asset classes and universes	Stocks, Bonds, ETFs, Mutual Funds, Closed-End Funds, Funds, Currencies, Private Funds, Real Estate, Options, Futures, Cryptos	Stocks, ETFs, Mutual Funds, Funds, Bonds, Commodities, Currencies, Cryptos, Futures, Options
Experience levels Who each product is built for	Intermediate, Advanced	Beginner, Intermediate, Advanced
Platforms Where you can access the product	Web, Mobile, API	Web, Mobile
Pricing High-level pricing models	Subscription	Free, Subscription
Key features Core capabilities called out by each vendor	Unique 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. 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. Integrated market-data feeds including ICE end-of-day pricing for global equities, mutual funds, ETFs and related security types, plus FX rates, reference data, benchmarks, constituents and other datasets—some included with Addepar and others licensed as premium feeds.[9,10] Portfolio trading and rebalancing (Addepar Trading) uses aggregated Addepar data to align portfolios to target models and rebalance across accounts, households or entire books of business, with a drift-monitoring widget now available directly in dashboards for Trading clients.[0,13]	Unique Global multi‑asset coverage with quotes and interactive charts for stocks, ETFs, mutual funds, bonds, commodities, FX, crypto, futures and options across hundreds of exchanges. Extensive calendars for economic data, central‑bank decisions, earnings, dividends, splits, IPOs and options expirations, all with configurable email / push alerts and timezone filters. Portfolio and watchlist tools with P&L, performance charts, CSV import/export and sync between web and mobile apps. Free stock screener plus InvestingPro+ ‘professional’ screener with 1,200+ metrics, AI‑powered filters, saved screens and data export. ETF pages with overview, performance, factor/sector/country breakdowns and full holdings tables, supporting both core and thematic ETFs. Options pages for equities/ETFs with chains, strike/expiry filters, implied volatility, theoretical value and Greeks for listed contracts.
Tested Verified by hands-on testing inside Find My Moat	Not yet	Yes
Editor pick Featured inside curated shortlists	Standard listing	Standard listing

Frequently Asked Questions

Which workflows do Addepar and Investing.com both support?

Both platforms cover Portfolio workflows, so you can research those use cases in either tool before digging into the feature differences below.

Which tool offers a free plan?

Investing.com offers a free entry point, while Addepar requires a paid subscription. Review the pricing table to see how the paid tiers compare.

How can you access Addepar and Investing.com?

Both Addepar and Investing.com support web and mobile access, making it easy to keep tabs on research away from the desk.

What unique strengths set the two platforms apart?

Addepar differentiates itself with 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., 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], and 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., whereas Investing.com stands out for Global multi‑asset coverage with quotes and interactive charts for stocks, ETFs, mutual funds, bonds, commodities, FX, crypto, futures and options across hundreds of exchanges., Extensive calendars for economic data, central‑bank decisions, earnings, dividends, splits, IPOs and options expirations, all with configurable email / push alerts and timezone filters., and Portfolio and watchlist tools with P&L, performance charts, CSV import/export and sync between web and mobile apps..

Keep exploring

Stay on top of related tools

Browse the categories and profiles that overlap most with this comparison to round out your shortlist.