★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Addepar vs Portseido
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 APIs & data feeds, things Portseido doesn't offer
Pick Portseido if
Portseido
Free • From $8/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 performance attribution, risk metrics, and dividends, 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 Portseido cover a lot of the same ground (4 shared categories, including portfolio, data visualizations, and tax lots / lot optimization), so for the basics you won't go far wrong with either. Portseido simply does more: 11 categories to Addepar's 7, including performance attribution, risk metrics, and dividends. Addepar counters by keeping things simpler.
What readers say
Addepar
Vote once to reveal the community verdict.
Portseido
Vote once to reveal the community verdict.
Key differences at a glance
- Free plan
- Portseido
- Free trial
- Portseido14 days
- Broader coverage
- Portseido11 vs 7 categories
- API access
- Addepar
- Real-time data
- Portseido
- Broker sync
- Addepar
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 $8/yr |
Free tier | No | Yes |
Free trial | — | 14 days |
Plan limits | — | 8 limits: Free: transactions: 50, Free: portfolios: 1 +6 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | Yes |
API access | Yes | No |
Broker sync | Yes | No |
Integrations | Fidelity, Schwab +8 more | Google Sheets, Broker statement uploads +17 more |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Institutional Investors, Financial Advisors +3 more | Retail Traders, Pro Retail +2 more |
Categories covered | 7 | 11 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe, APAC, LatAm, Middle East |
| Data & capabilities | ||
Data quality | 6 signals: Latency: End of Day, Granularity: EOD +4 more | 6 signals: Latency: Real-time and End of Day, Granularity: EOD +4 more |
Data partners | 5 partners: ICE Data Services, Morningstar +3 more | — |
Capabilities | 20 signals: Broker sync, Tax lots +18 more | 5 signals: Performance attribution, Portfolio attribution +3 more |
Security | Role-based access | Encryption at rest |
| Try it | Visit Addepar | Visit Portseido |
Where each one shines
What Addepar and Portseido each do best.ShowHide
Where each one shines
What Addepar and Portseido 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 Portseido does best
- Tracking stocks, ETFs, crypto, mutual funds, and custom assets across web, iOS, and Android, with public coverage claims spanning 70+ exchanges and investors in 160+ countries.
- Metrics for portfolio performance with money-weighted return, time-weighted return, simple return, beta, drawdown, Sharpe ratio, max drawdown duration, and benchmark comparisons.
- Analysis of allocation by business, industry, sector, country, region, asset class, and filtered multi-portfolio views.
- Automation for dividend tracking with dividend schedules, upcoming and estimated dividend views, cash dividend transactions, and user-defined withholding-tax rates.
- Views for reviewing open, closed, and partially open lots with realized and unrealized gains, annualized return versus benchmark, and FIFO, LIFO, or weighted-average cost basis.
Every detail we compared
Every tracked attribute for Addepar and Portseido, side by side.ShowHide
Every detail we compared
Every tracked attribute for Addepar and Portseido, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksBondsETFsMutual FundsClosed-End FundsFundsCurrenciesPrivate Funds+4 more | StocksETFsCryptosMutual FundsReal EstateOther |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Institutional InvestorsFinancial AdvisorsRIAs / Wealth FirmsFamily OfficesAsset Managers | Retail TradersPro RetailLong-term InvestorsDividend Investors |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPACLatAmMiddle East |
Coverage details | Identifiers: CUSIP, ISIN, SEDOL, and Ticker | 31 countriesIdentifiers: Ticker |
| Data | ||
Data freshness | End of Day | Real-timeEnd of Day |
Data granularity | EOD | EOD |
Pricing sources | Vendor | VendorManual |
Data partners | ICE Data ServicesMorningstarPitchBookCambridge AssociatesHedge Fund Research (HFR) | Not specified |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: APIKey and OAuth2Docs | Not specified |
Import methods | CustodianManual | CSVManual |
Integrations | FidelitySchwabICEMorningstarPitchBookCoinbaseEaglebrookCambridge Associates+2 more | Google SheetsBroker statement uploadsDEGIROTrading 212TD AmeritradeCharles SchwabFidelityInteractive Brokers+11 more |
Export formats | JSONPDF | Not specified |
| Plans & trust | ||
Security & compliance | Role-based access | Encryption at rest |
Capability signals | Broker syncTax lotsWash sale detectionRebalancingMulti-currencyCost basis: FIFO and LIFOHouseholdingMulti-entity structures+12 more | Performance attributionPortfolio attributionTax lotsMulti-currencyCost basis: FIFO and LIFO |
Vendor & support | Addepar, Inc.Country: United StatesSupport: Email, Phone, and Forum | Portseido Co., Ltd.Country: ThailandFounded 2021Support: Email |
Curation ratings | Not specified | Methodology 3/5Reliability 4/5UX 4/5 |
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 | — | Freetransactions: 50 · portfolios: 1 |
| Entry paid plan | — | $8/yr≈ $8/mo“Plus”transactions: 200 · portfolios: 1 · +1 more |
| Top plan | — | $12/yr≈ $12/mo“Pro”transactions: Unlimited · portfolios: Multiple · +1 more |
| Custom / enterprise | Contact sales“Platform (SaaS)” | — |
| Free trial | — | 14 days |
Questions we keep getting
What's the difference between Addepar and Portseido?
Addepar leans toward wealth management, portfolio, and advisor operations, while Portseido puts more weight on portfolio, data visualizations, and performance attribution. They overlap in 4 categories, so for most people it comes down to workflow preference and price.
Is Addepar or Portseido free to use?
Portseido has a free tier, so you can get started without paying anything. Addepar is paid-only. If budget matters, start with Portseido and see how far it takes you before opening your wallet.
Which is better for beginners: Addepar or Portseido?
Portseido 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 Portseido have an API?
Addepar has an API for programmatic access and custom integrations. Portseido doesn't, so you're working through its interface.
Should I choose Addepar or Portseido?
It depends on what you're after. Pick Addepar if wealth management and advisor operations matter to you; go with Portseido if you'd rather have performance attribution and risk metrics. And if you only need the basics both share, let price decide.
What asset classes do Addepar and Portseido cover?
Both cover stocks, ETFs, mutual funds, and real estate. Addepar also handles bonds, closed-end funds, and funds. Portseido adds other on top.
Does Addepar or Portseido have real-time data?
Portseido 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 Portseido connect to my broker?
Addepar syncs with brokers automatically. With Portseido, you're entering holdings by hand or importing files.
Can I track my portfolio with Addepar or Portseido?
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.