★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Addepar vs Marketlog
Addepar
Best for wealth management and advisor operations
Contact for pricing
Marketlog
Best for watchlist and institutional ownership
Free • From $79.99/yr
Outbound links may include affiliate or sponsor codes.
The verdict
The bottom line
Addepar and Marketlog cover a lot of the same ground (3 shared categories, portfolio, data visualizations, and broker connectors), so for the basics you won't go far wrong with either. Marketlog simply does more: 18 categories to Addepar's 7, including watchlist, institutional ownership, and risk metrics. Addepar counters by keeping things simpler.
Key differences at a glance
- Real-time data
- Marketlog
- Free plan
- Marketlog
- Free trial
- Marketlog7 days
- Broader coverage
- Marketlog18 vs 7 categories
- API access
- Addepar
- Beginner friendly
- Marketlog
Choose
Addepar if…
- You want an API so you can script or automate things
- You care about wealth management, advisor operations, and tax lots / lot optimization, things Marketlog doesn't offer
Choose
Marketlog if…
- Delayed quotes won't cut it; you need real-time data
- You'd rather start free and only pay if you outgrow it
- You care about watchlist, institutional ownership, and risk metrics, things Addepar doesn't offer
- You're newer to investing and want something approachable
Comparison snapshot
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Contact for pricing | Free • From $79.99/yr |
Free tier | No | Yes |
Free trial | — | 7 days |
Plan limits | — | 19 limits: Free: portfolios: 1, Free: holdings: 12 +17 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | Yes |
API access | Yes | No |
Broker sync | Yes | Yes |
Integrations | Fidelity, Schwab +8 more | Yodlee, Fidelity Investments +5 more |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Institutional Investors, Financial Advisors +3 more | Retail Traders, Pro Retail +4 more |
Categories covered | 7 | 18 |
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 | 5 signals: Latency: Real-time and End of Day, Granularity: Minute and EOD +3 more |
Data partners | 5 partners: ICE Data Services, Morningstar +3 more | Yodlee and Third-party data licensors |
Capabilities | 20 signals: Broker sync, Tax lots +18 more | 3 signals: Monte Carlo, Broker sync +1 more |
Security | Role-based access | Encryption at rest and Encryption in transit |
| Try it | Visit Addepar | Visit Marketlog |
Standout features
What Addepar does best
- 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.
- Global data and AI platform positioning, with public 2026 materials citing more than $9T in assets on the platform.
- 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.
What Marketlog does best
- All-in-one portfolio tracker for stocks/equities, ETFs, options, bonds, funds, currencies/forex, crypto, and indices, available through the Marketlog web app and iOS/Android mobile apps.
- Manual and automated portfolio tracking: users can enter transactions manually or connect supported brokerage/bank accounts through Marketlog's data provider; connected portfolios are usually fetched end-of-day and updated with live market data during market hours.
- Broker and bank connectivity for 2,000+ supported institutions; popular examples shown publicly include Fidelity, E*TRADE from Morgan Stanley, Vanguard, Schwab, Interactive Brokers, and Robinhood.
- Portfolio analytics include gains, drawdowns, returns over different periods, diversification, goals, target allocation, benchmarking, statistics, and daily/weekly portfolio email updates.
- Dividend tracker with automatic dividend tracking, dividend calendars, upcoming dividend/payment-date alerts, yield/payment-date notifications, and a marketed 150K+ symbol universe.
Data & access details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksBondsETFsMutual FundsClosed-End FundsFundsCurrenciesPrivate Funds+4 more | StocksETFsOptionsBondsFundsCurrenciesCryptosOther |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Institutional InvestorsFinancial AdvisorsRIAs / Wealth FirmsFamily OfficesAsset Managers | Retail TradersPro RetailLong-term InvestorsDividend InvestorsDay TradersSwing Traders |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Identifiers: CUSIP, ISIN, SEDOL, and Ticker | 26 countriesIdentifiers: Ticker and CUSIP |
| Data | ||
Data freshness | End of Day | Real-timeEnd of Day |
Data granularity | EOD | MinuteEOD |
Pricing sources | Vendor | VendorManual |
Data partners | ICE Data ServicesMorningstarPitchBookCambridge AssociatesHedge Fund Research (HFR) | YodleeThird-party data licensors |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: APIKey and OAuth2Docs | Not specified |
Import methods | CustodianManual | BrokerOAuthManual |
Integrations | FidelitySchwabICEMorningstarPitchBookCoinbaseEaglebrookCambridge Associates+2 more | YodleeFidelity InvestmentsE*TRADE from Morgan StanleyVanguardSchwabInteractive BrokersRobinhood |
Export formats | JSONPDF | Image |
| Plans & trust | ||
Security & compliance | Role-based access | Encryption at restEncryption in transit |
Capability signals | Broker syncTax lotsWash sale detectionRebalancingMulti-currencyCost basis: FIFO and LIFOHouseholdingMulti-entity structures+12 more | Monte CarloBroker syncMulti-currency |
Vendor & support | Addepar, Inc.Country: United StatesSupport: Email, Phone, and Forum | Myfxbook Ltd.Country: IsraelSupport: Email |
Green tags are exclusive to that tool in this comparison.
Pricing breakdown
—
Starting price
Plans & pricing
$79.99/yr
Starting price
Plans & pricing
- portfolios: 1
- holdings: 12
- +3 more
- portfolios: 2
- holdings: Unlimited
- +2 more
- portfolios: 2
- holdings: Unlimited
- +2 more
- portfolios: 10
- holdings: Unlimited
- +1 more
- portfolios: 10
- holdings: Unlimited
- +1 more
Coverage overlap
Shared categories
3Where the two tools cover the same ground.
Addepar strengths
4What you only get with Addepar.
Marketlog strengths
15Community category leaders
Vote sentiment comparison
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Frequently Asked Questions
What's the difference between Addepar and Marketlog?
Addepar leans toward wealth management, portfolio, and advisor operations, while Marketlog puts more weight on portfolio, watchlist, and institutional ownership. They overlap in 3 categories, so for most people it comes down to workflow preference and price.
Is Addepar or Marketlog free to use?
Marketlog has a free tier, so you can get started without paying anything. Addepar is paid-only. If budget matters, start with Marketlog and see how far it takes you before opening your wallet.
Which is better for beginners: Addepar or Marketlog?
Marketlog 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 Marketlog have an API?
Addepar has an API for programmatic access and custom integrations. Marketlog doesn't, so you're working through its interface.
Should I choose Addepar or Marketlog?
It depends on what you're after. Pick Addepar if wealth management and advisor operations matter to you; go with Marketlog if you'd rather have watchlist and institutional ownership. And if you only need the basics both share, let price decide.
What asset classes do Addepar and Marketlog cover?
Both cover stocks, bonds, ETFs, and funds. Addepar also handles mutual funds, closed-end funds, and private funds. Marketlog adds other on top.
Does Addepar or Marketlog have real-time data?
Marketlog 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 Addepar or Marketlog connect to my broker?
Yes, both connect to brokers, so your portfolio syncs automatically instead of you keying in every trade.
Is Addepar or Marketlog better for day trading?
Marketlog is the one positioned more for active traders. Addepar is the better fit if you care less about fast trading workflows and more about a calmer research process.
Can I track my portfolio with Addepar or Marketlog?
Yes, both do portfolio tracking: 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.