VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Saturday, January 31, 2026
Tool Comparison
Addepar vs PortfoliosLab comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
At a glance
| Addepar | PortfoliosLab | |
|---|---|---|
| Free tier | ||
| Free trial | ||
| Starting price | — | $7.99/mo |
| Enterprise option | ||
| Available plans | Platform (SaaS) | Free, Plus, Pro, Enterprise |
Vote sentiment comparison
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Platform details
| Attribute | Addepar | PortfoliosLab |
|---|---|---|
Asset types | StocksBondsETFsMutual FundsClosed-End FundsFundsCurrenciesPrivate FundsReal EstateOptionsFuturesCryptos | StocksETFsMutual FundsFundsCryptosCurrencies |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEurope |
Data freshness | End of Day | End of Day |
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 PortfoliosLab only.
Frequently Asked Questions
What's the difference between Addepar and PortfoliosLab?
Addepar focuses on Wealth Management, Portfolio, and Portfolio Accounting / Book of Record while PortfoliosLab specializes in Portfolio, Watchlist, and Backtesting. They overlap in 4 categories, so choose based on your preferred workflow and pricing.
Is Addepar or PortfoliosLab free to use?
PortfoliosLab offers a free tier that lets you get started without paying, while Addepar requires a subscription. If budget is a concern, start with PortfoliosLab and upgrade later if you need more advanced features.
Which is better for beginners—Addepar or PortfoliosLab?
PortfoliosLab is more beginner-friendly with an approachable interface. Both can work for intermediate users.
Can I use Addepar or PortfoliosLab on my phone?
Addepar has a mobile app so you can check your research on the go. PortfoliosLab is web-only, so you'll need a browser to access it from mobile devices.
Do Addepar and PortfoliosLab 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 PortfoliosLab?
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 PortfoliosLab if Portfolio and instrument analytics suite with 20+ tools for performance, risk and optimization (portfolio analysis, portfolio performance, stock comparison, Sharpe, Sortino, Omega, Martin, VaR, CVaR, volatility models)., and Portfolio tracking for both static and transactional portfolios, including lazy model portfolios and public user portfolios, with benchmarking against indices and other portfolios. better fits how you invest.
What asset classes do Addepar and PortfoliosLab cover?
Both cover Stocks, ETFs, Mutual Funds, Funds, Currencies, and Cryptos. Addepar also includes Bonds, Closed-End Funds, Private Funds, Real Estate, Options, and Futures.
Can Addepar or PortfoliosLab connect to my broker?
Addepar connects with brokers for portfolio syncing. PortfoliosLab requires manual portfolio entry or data import.
Which has a better stock screener—Addepar or PortfoliosLab?
PortfoliosLab includes a stock screener for finding investment ideas. Addepar focuses on other analytical tools.
Can I track my portfolio with Addepar or PortfoliosLab?
Both platforms include portfolio tracking, so you can monitor your 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.