Addepar vs Portfolio123 comparison

Addepar focuses on Wealth Management, Portfolio, and Portfolio Accounting / Book of Record while Portfolio123 specializes in Screeners, Data Visualizations, and Quant. They overlap in 5 categories, so choose based on your preferred workflow and pricing.

Portfolio123 offers a free tier that lets you get started without paying, while Addepar requires a subscription. If budget is a concern, start with Portfolio123 and upgrade later if you need more advanced features.

Portfolio123 is more beginner-friendly with an approachable interface. Both can work for intermediate users.

Addepar has a mobile app so you can check your research on the go. Portfolio123 is web-only, so you'll need a browser to access it from mobile devices.

Yes, both platforms offer API access for developers and quants who want to build custom integrations or automate their workflows.

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 Portfolio123 if Web‑based quant research terminal for building multifactor ranking systems, stock/ETF screens, and complete rules‑based strategies with no programming, powered by point‑in‑time FactSet data and marketed as free of survivorship and look‑ahead bias., and Supports realistic simulations and backtests over roughly 20 years of history for US, Canadian, and European equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “Book of Strategies” to combine and analyze correlated systems. better fits how you invest.

Both cover Stocks, ETFs, and Closed-End Funds. Addepar also includes Bonds, Mutual Funds, Funds, Currencies, Private Funds, Real Estate, Options, Futures, and Cryptos.

Portfolio123 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.

Both platforms offer broker integrations, so you can sync your portfolio for seamless tracking and analysis.

Portfolio123 includes a stock screener for finding investment ideas. Addepar focuses on other analytical tools.

Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.