VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Friday, January 30, 2026
Tool Comparison
Addepar vs Journalytic comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
At a glance
| Addepar | Journalytic | |
|---|---|---|
| Free tier | ||
| Free trial | ||
| Starting price | — | — |
| Enterprise option | ||
| Available plans | Platform (SaaS) | Free (Open Beta) |
Vote sentiment comparison
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Platform details
| Attribute | Addepar | Journalytic |
|---|---|---|
Asset types | StocksBondsETFsMutual FundsClosed-End FundsFundsCurrenciesPrivate FundsReal EstateOptionsFuturesCryptos | StocksCryptosReal EstatePrivate Funds |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | Not specified |
Data freshness | End of Day | Not specified |
API access | REST | Not specified |
Export formats | JSONPDF | Not specified |
Coverage overlap
Categories covered by Addepar only.
Frequently Asked Questions
What's the difference between Addepar and Journalytic?
Addepar focuses on Wealth Management, Portfolio, and Portfolio Accounting / Book of Record while Journalytic specializes in Notes & Highlights, Checklist, and Data Visualizations. They overlap in 1 categories, so choose based on your preferred workflow and pricing.
Is Addepar or Journalytic free to use?
Journalytic offers a free tier that lets you get started without paying, while Addepar requires a subscription. If budget is a concern, start with Journalytic and upgrade later if you need more advanced features.
Which is better for beginners—Addepar or Journalytic?
Journalytic is more beginner-friendly with an approachable interface. Both can work for intermediate users.
Can I use Addepar or Journalytic on my phone?
Addepar has a mobile app so you can check your research on the go. Journalytic is web-only, so you'll need a browser to access it from mobile devices.
Does Addepar or Journalytic have an API?
Addepar provides API access for programmatic data retrieval and custom integrations. Journalytic doesn't currently offer an API, so you'll need to use their web interface.
Should I choose Addepar or Journalytic?
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 Journalytic if Pricing: Journalytic is in an open beta period and is currently completely free (a future freemium model is mentioned)., and Investment journaling tool designed to record thoughts, track decisions, and surface feedback/blindspots in the investing process. better fits how you invest.
What asset classes do Addepar and Journalytic cover?
Both cover Stocks, Private Funds, Real Estate, and Cryptos. Addepar also includes Bonds, ETFs, Mutual Funds, Closed-End Funds, Funds, Currencies, Options, and Futures.
Can Addepar or Journalytic connect to my broker?
Addepar connects with brokers for portfolio syncing. Journalytic requires manual portfolio entry or data import.
Can I track my portfolio with Addepar or Journalytic?
Addepar offers portfolio tracking features. Journalytic is more focused on research and analysis.
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.