VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Saturday, January 31, 2026
Tool Comparison
Addepar vs Sharesight comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Sharesight
sharesight.com
At a glance
| Addepar | Sharesight | |
|---|---|---|
| Free tier | ||
| Free trial | 14 days | |
| Starting price | — | €7/mo |
| Enterprise option | ||
| Available plans | Platform (SaaS) | Free, Starter, Standard, Premium, Business |
Vote sentiment comparison
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Platform details
| Attribute | Addepar | Sharesight |
|---|---|---|
Asset types | StocksBondsETFsMutual FundsClosed-End FundsFundsCurrenciesPrivate FundsReal EstateOptionsFuturesCryptos | StocksETFsMutual FundsFundsBondsCryptosReal EstateOther |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Data freshness | End of Day | End of Day |
API access | REST | REST |
Export formats | JSONPDF | CSVPDF |
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by Addepar only.
Categories covered by Sharesight only.
Frequently Asked Questions
What's the difference between Addepar and Sharesight?
Addepar focuses on Wealth Management, Portfolio, and Portfolio Accounting / Book of Record while Sharesight specializes in Portfolio, Risk Metrics, and Performance Attribution. They overlap in 7 categories, so choose based on your preferred workflow and pricing.
Is Addepar or Sharesight free to use?
Sharesight offers a free tier that lets you get started without paying, while Addepar requires a subscription. If budget is a concern, start with Sharesight and upgrade later if you need more advanced features.
Which is better for beginners—Addepar or Sharesight?
Sharesight is more beginner-friendly with an approachable interface. Both can work for intermediate users.
Do Addepar and Sharesight 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 Sharesight?
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 Sharesight if Global multi‑asset portfolio and dividend tracker that automatically tracks price, performance and dividends for 700k+ stocks, ETFs, funds and crypto across 60+ markets, with support for cash accounts and property in one view., and Connects to 200+ brokers and finance apps (including Trading 212, Hargreaves Lansdown and Interactive Brokers) so trades can be imported directly, or via CSV/manual workflows when brokers are unsupported. better fits how you invest.
What asset classes do Addepar and Sharesight cover?
Both cover Stocks, Bonds, ETFs, Mutual Funds, Funds, Real Estate, and Cryptos. Addepar also includes Closed-End Funds, Currencies, Private Funds, Options, and Futures. Sharesight adds coverage for Other.
Can I export data from Addepar and Sharesight?
Sharesight supports data exports to CSV, and PDF. Addepar has more limited export options.
Can Addepar or Sharesight connect to my broker?
Both platforms offer broker integrations, so you can sync your portfolio for seamless tracking and analysis.
Can I track my portfolio with Addepar or Sharesight?
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.