Addepar vs Quicken (Simplifi & Classic) comparison

Addepar focuses on Wealth Management, Portfolio, and Portfolio Accounting / Book of Record while Quicken (Simplifi & Classic) specializes in Portfolio, Watchlist, and Tax Lots / Lot Optimization. They overlap in 3 categories, so choose based on your preferred workflow and pricing.

Both platforms require a paid subscription to access their full feature set. Compare the pricing details above to find the best value for your needs.

Quicken (Simplifi & Classic) is more beginner-friendly with an approachable interface. Addepar is geared toward experienced investors who need advanced analytical tools.

Addepar provides API access for programmatic data retrieval and custom integrations. Quicken (Simplifi & Classic) doesn't currently offer an API, so you'll need to use their web interface.

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 Quicken (Simplifi & Classic) if Aggregates virtually all major investment account types (401(k), IRAs, brokerage, 403(b), other retirement accounts, and taxable brokerage) from 14,000+ financial institutions into a single portfolio view showing holdings, balances, performance, and retirement savings across all accounts (Simplifi & Classic)., and Simplifi investments dashboard calculates both Time-Weighted Return (TWR) and Internal Rate of Return (IRR) across accounts, updates values with real-time market prices, and provides a curated news feed based on your specific holdings. better fits how you invest.

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

Quicken (Simplifi & Classic) 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.

Quicken (Simplifi & Classic) supports data exports to CSV, and Excel. Addepar has more limited export options.

Addepar connects with brokers for portfolio syncing. Quicken (Simplifi & Classic) requires manual portfolio entry or data import.

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