VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Wednesday, February 25, 2026
Tool Comparison
Addepar vs QuickFS comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
At a glance
Tool
Addepar
—
Starting price
Plans & pricing
Tool
QuickFS
$29/mo
Starting price
Plans & pricing
Vote sentiment comparison
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Platform details
| Attribute | Addepar | QuickFS |
|---|---|---|
Asset types | StocksBondsETFsMutual FundsClosed-End FundsFundsCurrenciesPrivate FundsReal EstateOptionsFuturesCryptos | Stocks |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPAC |
Data freshness | End of Day | End of Day |
API access | REST | REST |
Export formats | JSONPDF | CSVExcelJSON |
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by Addepar only.
Frequently Asked Questions
What's the difference between Addepar and QuickFS?
Addepar focuses on Wealth Management, Portfolio, and Portfolio Accounting / Book of Record while QuickFS specializes in Financials, Data Visualizations, and Data APIs. They overlap in 3 categories, so choose based on your preferred workflow and pricing.
Is Addepar or QuickFS free to use?
QuickFS offers a free tier that lets you get started without paying, while Addepar requires a subscription. If budget is a concern, start with QuickFS and upgrade later if you need more advanced features.
Which is better for beginners—Addepar or QuickFS?
QuickFS is more beginner-friendly with an approachable interface. Both can work for intermediate users.
Can I use Addepar or QuickFS on my phone?
Addepar has a mobile app so you can check your research on the go. QuickFS is web-only, so you'll need a browser to access it from mobile devices.
Do Addepar and QuickFS 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 QuickFS?
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 QuickFS if 20‑year history for 200+ standardized metrics and statements across 40,000+ international stocks., and Excel add‑in with =QFS("ticker","metric","period") to pull data directly into models (Mac/Windows/Excel Online). better fits how you invest.
What asset classes do Addepar and QuickFS cover?
Both cover Stocks. Addepar also includes Bonds, ETFs, Mutual Funds, Closed-End Funds, Funds, Currencies, Private Funds, Real Estate, Options, Futures, and Cryptos.
Can I export data from Addepar and QuickFS?
QuickFS supports data exports to CSV, Excel, and JSON. Addepar has more limited export options.
Can Addepar or QuickFS connect to my broker?
Addepar connects with brokers for portfolio syncing. QuickFS requires manual portfolio entry or data import.
Can I track my portfolio with Addepar or QuickFS?
Addepar offers portfolio tracking features. QuickFS is more focused on research and analysis.
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.