Addepar vs SEC EDGAR - Company Filings (Full‑Text Search & Search Filings) comparison

Addepar focuses on Wealth Management, Portfolio, and Portfolio Accounting / Book of Record while SEC EDGAR - Company Filings (Full‑Text Search & Search Filings) specializes in Regulatory Filings Monitoring, IPO, and Secondary Offerings. They overlap in 2 categories, so choose based on your preferred workflow and pricing.

SEC EDGAR - Company Filings (Full‑Text Search & Search Filings) offers a free tier that lets you get started without paying, while Addepar requires a subscription. If budget is a concern, start with SEC EDGAR - Company Filings (Full‑Text Search & Search Filings) and upgrade later if you need more advanced features.

SEC EDGAR - Company Filings (Full‑Text Search & Search Filings) is more beginner-friendly with an approachable interface. Both can work for intermediate users.

Addepar has a mobile app so you can check your research on the go. SEC EDGAR - Company Filings (Full‑Text Search & Search Filings) is web-only, so you'll need a browser to access it from mobile devices.

Yes, both platforms offer API access for developers and quants who want to build custom integrations or automate their workflows.

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 SEC EDGAR - Company Filings (Full‑Text Search & Search Filings) if Full‑Text Search (since 2001) with fielded filters: word/phrase, company/ticker/CIK/person, filing category/types, filed date ranges, ‘principal executive offices in’ and ‘incorporated in’., and ‘Latest Filings’ list shows filings as they are submitted (with RSS for any filter; ownership Forms 3/4/5 can be included/excluded/only). better fits how you invest.

Both cover Stocks, Bonds, ETFs, Mutual Funds, Closed-End Funds, Funds, Private Funds, and Real Estate. Addepar also includes Currencies, Options, Futures, and Cryptos. SEC EDGAR - Company Filings (Full‑Text Search & Search Filings) adds coverage for Hedge Funds.

SEC EDGAR - Company Filings (Full‑Text Search & Search Filings) 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.

Addepar connects with brokers for portfolio syncing. SEC EDGAR - Company Filings (Full‑Text Search & Search Filings) requires manual portfolio entry or data import.

Addepar offers portfolio tracking features. SEC EDGAR - Company Filings (Full‑Text Search & Search Filings) is more focused on research and analysis.