VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Saturday, January 31, 2026
Tool Comparison
Addepar vs OpenBB comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
OpenBB
openbb.co
At a glance
| Addepar | OpenBB | |
|---|---|---|
| Free tier | ||
| Free trial | ||
| Starting price | — | — |
| Enterprise option | ||
| Available plans | Platform (SaaS) | Workspace Community, Workspace Pro, Open Data Platform (ODP) |
Vote sentiment comparison
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Platform details
| Attribute | Addepar | OpenBB |
|---|---|---|
Asset types | StocksBondsETFsMutual FundsClosed-End FundsFundsCurrenciesPrivate FundsReal EstateOptionsFuturesCryptos | StocksETFsCryptosCurrenciesCommoditiesBondsOptionsFutures |
Experience | IntermediateAdvanced | IntermediateAdvanced |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | Not specified |
Data freshness | End of Day | Not specified |
API access | REST | REST |
Export formats | JSONPDF | Not specified |
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by Addepar only.
Categories covered by OpenBB only.
Frequently Asked Questions
What's the difference between Addepar and OpenBB?
Addepar focuses on Wealth Management, Portfolio, and Portfolio Accounting / Book of Record while OpenBB specializes in Data APIs, APIs & SDKs, and Sheets / Excel Add-ins. They overlap in 3 categories, so choose based on your preferred workflow and pricing.
Is Addepar or OpenBB free to use?
OpenBB offers a free tier that lets you get started without paying, while Addepar requires a subscription. If budget is a concern, start with OpenBB and upgrade later if you need more advanced features.
Do Addepar and OpenBB have APIs?
Yes, both platforms offer API access for developers and quants who want to build custom integrations or automate their workflows.
Should I choose Addepar or OpenBB?
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 OpenBB if Open Data Platform (ODP): open-source (AGPL) unified financial & economic data access; runs locally., and ODP supports multiple interfaces, including Python and REST API (plus Notebook/Workspace/Excel listed by OpenBB). better fits how you invest.
What asset classes do Addepar and OpenBB cover?
Both cover Stocks, Bonds, ETFs, Currencies, Options, Futures, and Cryptos. Addepar also includes Mutual Funds, Closed-End Funds, Funds, Private Funds, and Real Estate. OpenBB adds coverage for Commodities.
Can Addepar or OpenBB connect to my broker?
Addepar connects with brokers for portfolio syncing. OpenBB requires manual portfolio entry or data import.
Which has a better stock screener—Addepar or OpenBB?
OpenBB includes a stock screener for finding investment ideas. Addepar focuses on other analytical tools.
Can I track my portfolio with Addepar or OpenBB?
Addepar offers portfolio tracking features. OpenBB 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.