VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Saturday, January 31, 2026
Tool Comparison
Addepar vs Koyfin comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Koyfin
koyfin.com
At a glance
| Addepar | Koyfin | |
|---|---|---|
| Free tier | ||
| Free trial | ||
| Starting price | — | $39/mo |
| Enterprise option | ||
| Available plans | Platform (SaaS) | Free, Plus, Premium, Advisor Core, Advisor Pro, Teams |
Vote sentiment comparison
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Platform details
| Attribute | Addepar | Koyfin |
|---|---|---|
Asset types | StocksBondsETFsMutual FundsClosed-End FundsFundsCurrenciesPrivate FundsReal EstateOptionsFuturesCryptos | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFuturesCryptos |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Data freshness | End of Day | Real-time |
API access | REST | Not specified |
Export formats | JSONPDF | ImagePDF |
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by Addepar only.
Categories covered by Koyfin only.
Frequently Asked Questions
What's the difference between Addepar and Koyfin?
Addepar focuses on Wealth Management, Portfolio, and Portfolio Accounting / Book of Record while Koyfin specializes in Screeners, ETF Screeners, and Data Visualizations. They overlap in 5 categories, so choose based on your preferred workflow and pricing.
Is Addepar or Koyfin free to use?
Koyfin offers a free tier that lets you get started without paying, while Addepar requires a subscription. If budget is a concern, start with Koyfin and upgrade later if you need more advanced features.
Which is better for beginners—Addepar or Koyfin?
Koyfin is more beginner-friendly with an approachable interface. Both can work for intermediate users.
Does Addepar or Koyfin have an API?
Addepar provides API access for programmatic data retrieval and custom integrations. Koyfin doesn't currently offer an API, so you'll need to use their web interface.
Should I choose Addepar or Koyfin?
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 Koyfin if Web platform plus iOS & Android mobile apps; watchlists/portfolios sync with the web app., and Multi-asset coverage spanning global equities and multiple macro/market datasets (e.g., ETFs, bond yields/curves, FX, commodities, crypto), with news and transcripts. better fits how you invest.
What asset classes do Addepar and Koyfin cover?
Both cover Stocks, Bonds, ETFs, Mutual Funds, Closed-End Funds, Currencies, Futures, and Cryptos. Addepar also includes Funds, Private Funds, Real Estate, and Options. Koyfin adds coverage for Commodities.
Does Addepar or Koyfin have real-time data?
Koyfin 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.
Can Addepar or Koyfin connect to my broker?
Both platforms offer broker integrations, so you can sync your portfolio for seamless tracking and analysis.
Which has a better stock screener—Addepar or Koyfin?
Koyfin includes a stock screener for finding investment ideas. Addepar focuses on other analytical tools.
Can I track my portfolio with Addepar or Koyfin?
Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.
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.