VOL. XCIV, NO. 247
BEST INVESTING TOOLS COMPARISON
Tool details checked August 23, 2026
Tool Comparison
Addepar vs Portfolio123
Pick Addepar if
Addepar
Contact for pricing · Web · Mobile · API
- You do a lot of your research from your phone
- You want wealth management, advisor operations, and tax lots / lot optimization.
Pick Portfolio123 if
Portfolio123
Free • From $25/mo · Web · API · Desktop
- You'd rather start free and only pay if you outgrow it
- Delayed quotes won't cut it; you need real-time data
- You want screeners, quant, and stock ideas.
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 Portfolio123 cover a lot of the same ground (4 shared categories, including portfolio, data visualizations, and APIs & data feeds), so for the basics you won't go far wrong with either. Portfolio123 simply does more: 19 categories to Addepar's 7, including screeners, quant, and stock ideas. Addepar counters by keeping things simpler.
What readers say
Addepar
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Portfolio123
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Key differences at a glance
- Free plan
- Portfolio123
- Broader coverage
- Portfolio12319 vs 7 categories
- Mobile app
- Addepar
- Desktop app
- Portfolio123
- Real-time data
- Portfolio123
- Asset coverage
- AddeparAdds bonds and mutual funds
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 $25/mo |
Free tier | No | Yes |
Free trial | — | — |
Plan limits | — | Free Screener & Backtesting Access: duration days: 30 |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | No | Yes |
Mobile app | Yes | No |
API access | Yes | Yes |
Broker sync | Yes | Yes |
Integrations | Fidelity, Schwab +8 more | Interactive Brokers and Tradier |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Institutional Investors, Financial Advisors +3 more | Retail Traders, Pro Retail +5 more |
Categories covered | 7 | 19 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe |
| Data & capabilities | ||
Data quality | 6 signals: Latency: End of Day, Granularity: EOD +4 more | 5 signals: Latency: Real-time and End of Day, Granularity: EOD +3 more |
Data partners | 5 partners: ICE Data Services, Morningstar +3 more | 4 partners: FactSet, S&P Global Market Intelligence +2 more |
Capabilities | 20 signals: Broker sync, Tax lots +18 more | 6 signals: Custom formulas, Ranking backtests +4 more |
Security | Role-based access | — |
| Try it | Visit Addepar | Visit Portfolio123 |
Where each one shines
What Addepar and Portfolio123 each do best.ShowHide
Where each one shines
What Addepar and Portfolio123 each do best.What Addepar does best
- Aggregate portfolios across custodians, managers, entities, households, currencies, public markets, private funds, real estate, digital assets, and custom assets.
- Use one data model for accounting, analytics, reporting, dashboards, billing, tax lots, and client portals.
- Build branded reports and dashboards with configurable layouts, templates, charts, and audience-specific views.
- Addepar Trading supports model trading, drift checks, rebalancing, block trades, and account or household workflows where licensed.
- Navigator handles projections and scenarios for cash flows, capital-market assumptions, and private investments where available.
What Portfolio123 does best
- Build multifactor ranking systems, stock screens, ETF screens, and rules-based strategies.
- Run simulations with custom universes, buy and sell rules, position sizing, hedging, rebalancing, slippage, and commissions.
- Point-in-time data designed to avoid survivorship and look-ahead bias, with fundamentals, estimates, corporate actions, sector and industry classifications, and historical issues.
- Create ranking systems from fundamental, technical, sentiment, and macro factors, including public factor documentation and FRED-linked economic series.
- AI Factor to train machine-learning predictors for expected returns and feed those predictions into rankings, simulations, and asset-level analysis.
Every detail we compared
Every tracked attribute for Addepar and Portfolio123, side by side.ShowHide
Every detail we compared
Every tracked attribute for Addepar and Portfolio123, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksBondsETFsMutual FundsClosed-End FundsFundsCurrenciesPrivate Funds+4 more | StocksETFsClosed-End Funds |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Institutional InvestorsFinancial AdvisorsRIAs / Wealth FirmsFamily OfficesAsset Managers | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersFinancial AdvisorsStudents/Researchers |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEurope |
Coverage details | Identifiers: CUSIP, ISIN, SEDOL, and Ticker | Countries: US and CAIdentifiers: Ticker |
| Data | ||
Data freshness | End of Day | Real-timeEnd of Day |
Data granularity | EOD | EOD |
Pricing sources | Vendor | Not specified |
Data partners | ICE Data ServicesMorningstarPitchBookCambridge AssociatesHedge Fund Research (HFR) | FactSetS&P Global Market IntelligenceICE Data ServicesFRED |
| Access & integrations | ||
API protocols | REST | REST |
API auth & delivery | Auth: APIKey and OAuth2Docs | Auth: APIKeyDocs |
Import methods | CustodianManual | BrokerOAuthCSV |
Integrations | FidelitySchwabICEMorningstarPitchBookCoinbaseEaglebrookCambridge Associates+2 more | Interactive BrokersTradier |
Export formats | JSONPDF | CSVJSON |
| Plans & trust | ||
Security & compliance | Role-based access | Not specified |
Capability signals | Broker syncTax lotsWash sale detectionRebalancingMulti-currencyCost basis: FIFO and LIFOHouseholdingMulti-entity structures+12 more | Custom formulasRanking backtestsUniverse builderBroker syncRebalancingCorrelation |
Vendor & support | Addepar, Inc.Country: United StatesSupport: Email, Phone, and Forum | Portfolio123Support: Forum |
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 | — | Free“Manage (Free)” |
| Entry paid plan | — | $25/mo“Retail Research Plans” |
| Custom / enterprise | Contact sales“Platform (SaaS)” | Contact sales“Professional / API & Data Licenses” |
Questions we keep getting
What's the difference between Addepar and Portfolio123?
Addepar leans toward wealth management, portfolio, and advisor operations, while Portfolio123 puts more weight on screeners, data visualizations, and quant. They overlap in 4 categories, so for most people it comes down to workflow preference and price.
Is Addepar or Portfolio123 free to use?
Portfolio123 has a free tier, so you can get started without paying anything. Addepar is paid-only. If budget matters, start with Portfolio123 and see how far it takes you before opening your wallet.
Which is better for beginners: Addepar or Portfolio123?
Portfolio123 is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Can I use Addepar or Portfolio123 on my phone?
Addepar lists a dedicated mobile app, so it travels better. Portfolio123 doesn't list a dedicated mobile app; its documented access is web, API, and desktop.
Do Addepar and Portfolio123 have APIs?
Yes, both offer API access, so developers and quants can pull data programmatically or wire up their own integrations.
Should I choose Addepar or Portfolio123?
It depends on what you're after. Pick Addepar if wealth management and advisor operations matter to you; go with Portfolio123 if you'd rather have screeners and quant. And if you only need the basics both share, let price decide.
What asset classes do Addepar and Portfolio123 cover?
Both cover stocks, ETFs, and closed-end funds. Addepar also handles bonds, mutual funds, and funds.
Does Addepar or Portfolio123 have real-time data?
Portfolio123 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 Portfolio123?
Portfolio123 exports to CSV. Addepar is stingier about getting data out.
Can Addepar or Portfolio123 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 Portfolio123?
Portfolio123 has a stock screener for surfacing ideas; Addepar doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Addepar or Portfolio123?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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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.