★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Addepar vs Koyfin
Pick Addepar if
Addepar
Contact for pricing · Web · Mobile · API
- You want an API so you can script or automate things
- You care about wealth management, tax lots / lot optimization, and APIs & data feeds, things Koyfin doesn't offer
Pick Koyfin if
Koyfin
Free • From $39/mo · Web · Mobile
- You'd rather start free and only pay if you outgrow it
- Delayed quotes won't cut it; you need real-time data
- You care about screeners, ETF screeners, and custom dashboards, things Addepar doesn't offer
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
The bottom line
Addepar and Koyfin cover a lot of the same ground (3 shared categories, portfolio, advisor operations, and data visualizations), so for the basics you won't go far wrong with either. Koyfin simply does more: 20 categories to Addepar's 7, including screeners, ETF screeners, and custom dashboards. Addepar counters by keeping things simpler.
What readers say
Addepar
Vote once to reveal the community verdict.
Koyfin
Vote once to reveal the community verdict.
Key differences at a glance
- Free plan
- Koyfin
- Broader coverage
- Koyfin20 vs 7 categories
- API access
- Addepar
- Real-time data
- Koyfin
- Beginner friendly
- Koyfin
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Contact for pricing | Free • From $39/mo |
Free tier | No | Yes |
Free trial | — | — |
Plan limits | — | 24 limits: Free: watchlists: 2, Free: screens: 2 +22 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | Yes |
API access | Yes | No |
Broker sync | Yes | Yes |
Integrations | Fidelity, Schwab +8 more | Schwab, Altruist +6 more |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Institutional Investors, Financial Advisors +3 more | Retail Traders, Pro Retail +6 more |
Categories covered | 7 | 20 |
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 | Latency: Real-time, 15-min Delayed, and End of Day and Adjustments: TotalReturn |
Data partners | 5 partners: ICE Data Services, Morningstar +3 more | 6 partners: S&P Global Market Intelligence, Morningstar +4 more |
Capabilities | 20 signals: Broker sync, Tax lots +18 more | 7 signals: Universe builder, Broker sync +5 more |
Security | Role-based access | 4 signals: SOC2, Data residency: US +2 more |
| Try it | Visit Addepar | Visit Koyfin |
Where each one shines
What Addepar and Koyfin each do best.ShowHide
Where each one shines
What Addepar and Koyfin each do best.What Addepar does best
- Aggregate complex portfolios across custodians, managers, entities, households, currencies, public markets, private funds, real estate, digital assets, and custom assets.
- A single data model for portfolio accounting, analytics, client reporting, dashboards, billing, tax lots, and advisor/client portal experiences.
- Tools for creating branded client-ready reports and dashboards with configurable layouts, templates, visualizations, and stakeholder-specific views.
- Addepar Trading for model-based trading, drift monitoring, rebalancing, block trading, and account or household-level portfolio workflows where licensed.
- Navigator for projection and scenario workflows around cash flows, capital market assumptions, and complex private-market investments where available.
What Koyfin does best
- Tools for building customizable dashboards, watchlists, charts, and market monitors across global equities, ETFs, funds, fixed income, FX, commodities, crypto, indices, and economics.
- Screening for more than 100,000 global securities with thousands of criteria, with stock and ETF screening on paid plans and mutual-fund screening in Advisor tiers.
- Advanced charts with technical indicators, fundamentals, valuation measures, analyst estimates, price targets, templates, sharing, and downloads where vendor licenses allow.
- Research coverage for companies with financial analysis pages, customizable financial templates, news, filings, transcripts, analyst data, short interest, and AI transcript summaries on paid plans.
- Tracking portfolios with grouping, notes, summary rows, alerts, custom data series, uploaded CSV price history, and mobile portfolio monitoring.
Every detail we compared
Every tracked attribute for Addepar and Koyfin, side by side.ShowHide
Every detail we compared
Every tracked attribute for Addepar and Koyfin, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksBondsETFsMutual FundsClosed-End FundsFundsCurrenciesPrivate Funds+4 more | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFutures+1 more |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Institutional InvestorsFinancial AdvisorsRIAs / Wealth FirmsFamily OfficesAsset Managers | Retail TradersPro RetailInstitutional InvestorsAnalystsAsset ManagersFinancial AdvisorsRIAs / Wealth FirmsStudents/Researchers |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Identifiers: CUSIP, ISIN, SEDOL, and Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | End of Day | Real-time15-min DelayedEnd of Day |
Data granularity | EOD | Not specified |
Pricing sources | Vendor | Not specified |
Data partners | ICE Data ServicesMorningstarPitchBookCambridge AssociatesHedge Fund Research (HFR) | S&P Global Market IntelligenceMorningstarFREDTrading EconomicsTrueFXPolygon.io |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: APIKey and OAuth2Docs | Not specified |
Import methods | CustodianManual | ManualCSVCustodian |
Integrations | FidelitySchwabICEMorningstarPitchBookCoinbaseEaglebrookCambridge Associates+2 more | SchwabAltruistTradePMRInteractive BrokersBlack DiamondOrionFidelityAddepar |
Export formats | JSONPDF | CSVImagePDF |
| Plans & trust | ||
Security & compliance | Role-based access | SOC2Data residency: USEncryption at restEncryption in transit |
Capability signals | Broker syncTax lotsWash sale detectionRebalancingMulti-currencyCost basis: FIFO and LIFOHouseholdingMulti-entity structures+12 more | Universe builderBroker syncYield curvesAI summaries: TranscriptsHouseholdingModel portfoliosClient reporting |
Vendor & support | Addepar, Inc.Country: United StatesSupport: Email, Phone, and Forum | Koyfin, Inc.Country: United StatesFounded 2016Support: Email |
Green tags are exclusive to that tool in this comparison.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | — | Freewatchlists: 2 · screens: 2 · +5 more |
| Entry paid plan | — | $39/mo“Plus”financials years: 10 · estimates years: 10 · +5 more |
| Tier 2 | — | $79/mo“Premium”alerts: 500 · custom securities: Unlimited |
| Tier 3 | — | $209/mo“Advisor Core”alerts: 500 · reports per month: 10 · +2 more |
| Top plan | — | $299/mo“Advisor Pro”alerts: 500 · reports per month: 200 · +2 more |
| Custom / enterprise | Contact sales“Platform (SaaS)” | Contact sales“Teams” |
Questions we keep getting
What's the difference between Addepar and Koyfin?
Addepar leans toward wealth management, portfolio, and advisor operations, while Koyfin puts more weight on screeners, ETF screeners, and data visualizations. They overlap in 3 categories, so for most people it comes down to workflow preference and price.
Is Addepar or Koyfin free to use?
Koyfin has a free tier, so you can get started without paying anything. Addepar is paid-only. If budget matters, start with Koyfin and see how far it takes you before opening your wallet.
Which is better for beginners: Addepar or Koyfin?
Koyfin is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Does Addepar or Koyfin have an API?
Addepar has an API for programmatic access and custom integrations. Koyfin doesn't, so you're working through its interface.
Should I choose Addepar or Koyfin?
It depends on what you're after. Pick Addepar if wealth management and tax lots / lot optimization matter to you; go with Koyfin if you'd rather have screeners and ETF screeners. And if you only need the basics both share, let price decide.
What asset classes do Addepar and Koyfin cover?
Both cover stocks, bonds, ETFs, and mutual funds. Addepar also handles funds, private funds, and real estate. Koyfin adds commodities on top.
Does Addepar or Koyfin have real-time data?
Koyfin offers real-time data, which matters if you trade actively. Addepar runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Can I export data from Addepar and Koyfin?
Koyfin exports to CSV. Addepar is stingier about getting data out.
Can Addepar or Koyfin 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 Koyfin?
Koyfin has a stock screener for surfacing ideas; Addepar doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Addepar or Koyfin?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
Keep researching
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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.