★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Addepar vs Marketlog
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, advisor operations, and tax lots / lot optimization, things Marketlog doesn't offer
Pick Marketlog if
Marketlog
Free • From $79.99/yr · 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 watchlist, institutional ownership, and risk metrics, 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 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.
What readers say
Addepar
Vote once to reveal the community verdict.
Marketlog
Vote once to reveal the community verdict.
Key differences at a glance
- Free plan
- Marketlog
- Free trial
- Marketlog7 days
- Broader coverage
- Marketlog18 vs 7 categories
- API access
- Addepar
- Real-time data
- Marketlog
- Beginner friendly
- Marketlog
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 $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 |
Where each one shines
What Addepar and Marketlog each do best.ShowHide
Where each one shines
What Addepar and Marketlog 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 Marketlog does best
- Tracking portfolios across stocks, ETFs, options, bonds, funds, forex, crypto, indices, and other assets on web, iOS, and Android.
- Enter transactions manually or connect supported brokerage and bank accounts through Marketlog’s data provider.
- Broker and bank connectivity for 2,000+ supported institutions, with examples such as Fidelity, E*TRADE, Vanguard, Schwab, Interactive Brokers, and Robinhood.
- Monitoring gains, drawdowns, returns, diversification, goals, target allocation, benchmarking, and daily or weekly portfolio email updates.
- Tracking dividends automatically with dividend calendars, upcoming payment alerts, yield notifications, and a broad symbol universe.
Every detail we compared
Every tracked attribute for Addepar and Marketlog, side by side.ShowHide
Every detail we compared
Every tracked attribute for Addepar and Marketlog, side by side.| 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.
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 | — | Freeportfolios: 1 · holdings: 12 · +3 more |
| Entry paid plan | — | $79.99/yr≈ $6.67/mo“Plus Annual”portfolios: 2 · holdings: Unlimited · +2 more |
| Tier 2 | — | $7.99/mo“Plus Monthly”portfolios: 2 · holdings: Unlimited · +2 more |
| Tier 3 | — | $179.99/yr≈ $15/mo“Pro Annual”portfolios: 10 · holdings: Unlimited · +1 more |
| Top plan | — | $17.99/mo“Pro Monthly”portfolios: 10 · holdings: Unlimited · +1 more |
| Custom / enterprise | Contact sales“Platform (SaaS)” | — |
| Free trial | — | 7 days |
Questions we keep getting
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.
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.