★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Monday, June 15, 2026
Tool Comparison · Monday, June 15, 2026
Addepar vs Sharesight
Trying to decide between Addepar and Sharesight? Here's how they compare on pricing, features, and platforms — and which one fits the way you invest.
Addepar
Best for portfolio accounting / book of record and alternatives / capital calls & distributions
Enterprise multi-product wealth & investment management platform used by RIAs, family offices, private banks and institutions to aggregate multi-asset, multi-entity portfolios and deliver portfolio accounting, analytics, trading, reporting and client portal experiences on a single data model. Addepar now explicitly positions itself as a global data and AI platform for investment professionals, with more than $9T in assets represented on the platform. Capabilities such as Addepar Trading, Navigator, Alts Data Management, Intelligent Statements, Addison AI, and premium market/benchmark feeds are licensed as separate modules or data packages, and the open API is available only to firms with an active Addepar subscription. Included vs premium market data feeds (e.g., ICE Pricing vs Private Fund Benchmarks) are explicitly labeled in the Integration Center.[0,7,8,9,10,11]
Sharesight
Best for risk metrics and performance attribution
Freemium global multi‑asset portfolio & dividend tracker for DIY investors and advisory firms. Tracks listed and unlisted investments across 60+ markets with performance, dividend and tax reporting. EU personal plans (Free → Premium) gate portfolios/holdings/custom groups, while Business offers per‑portfolio pricing for accountants, advisers and family offices. Advanced reports such as Diversity, Exposure, Contribution Analysis and Drawdown Risk are only available on paid tiers.
Outbound links may include affiliate or sponsor codes.
The verdict
The bottom line: Addepar and Sharesight cover a lot of the same ground — 7 shared categories, including wealth management, portfolio, and client & investor reporting — so for the basics you won't go far wrong with either. The real difference is focus: only Addepar gives you portfolio accounting / book of record and alternatives / capital calls & distributions, and only Sharesight gives you risk metrics and performance attribution.
Key differences at a glance
Free plan
Sharesight
Sharesight only
Beginner friendly
Sharesight
Sharesight only
Choose
Addepar if…
- You care about portfolio accounting / book of record, alternatives / capital calls & distributions, and householding & multi-entity — things Sharesight doesn't offer
Choose
Sharesight if…
- You'd rather start free and only pay if you outgrow it
- You care about risk metrics, performance attribution, and downloadable tax reports — things Addepar doesn't offer
- You're newer to investing and want something approachable
- You're a long-term investor who cares more about fundamentals than headlines
Consider alternatives if…
- You'd rather have one tool that does it all.
- Neither price feels right for what you'd get.
Comparison snapshot
Standout features
What Addepar does best
- 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.
- Global data and AI platform positioning, with public 2026 materials citing more than $9T in assets on the platform.
- 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]
- Data aggregation from custodians such as Fidelity and Schwab plus leading market data providers, with the option to manually manage holdings so private investments like real estate and private equity can be viewed alongside publicly traded securities.
- Broad multi-asset security model supporting stocks, bonds, ETFs, mutual funds, closed-end funds, currencies, real estate, private funds, hedge funds, options, futures, digital assets and generic custom assets via rich model types.
What Sharesight does best
- 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.
- Public pricing page says 500,000+ investors track investments with Sharesight.
- 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.
- Rich reporting suite for performance and risk, including performance, multi‑period, diversity, exposure, contribution analysis and drawdown risk reports, plus benchmarking against indices or individual securities.
- Tax‑aware reporting with CGT, unrealised CGT, taxable income, traders tax and other country‑specific reports, driven by each portfolio’s tax residency setting.
Data & access 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 |
Seen enough? The fastest way to decide is to open both and poke around for five minutes.
Pricing breakdown
Tool
Addepar
—
Starting price
Plans & pricing
Tool
Sharesight
€7/mo
Starting price
Plans & pricing
Coverage overlap
Where the two tools cover the same ground.
What you only get with Addepar.
What you only get with Sharesight.
Community category leaders
Vote sentiment comparison
Loading sentiment chart...
Still deciding? Get hands-on with both — most plans offer a free tier or trial.
Frequently Asked Questions
What's the difference between Addepar and Sharesight?
Addepar leans toward wealth management, portfolio, and portfolio accounting / book of record, while Sharesight puts more weight on portfolio, risk metrics, and performance attribution. They overlap in 7 categories, so for most people it comes down to workflow preference and price.
Is Addepar or Sharesight free to use?
Sharesight has a free tier, so you can get started without paying anything. Addepar is paid-only. If budget matters, start with Sharesight and see how far it takes you before opening your wallet.
Which is better for beginners—Addepar or Sharesight?
Sharesight is the friendlier place to start — its interface takes less getting used to. Both work fine once you're past the basics.
Do Addepar and Sharesight have APIs?
Yes — both offer API access, so developers and quants can pull data programmatically or wire up their own integrations.
Should I choose Addepar or Sharesight?
It depends on what you're after. Pick Addepar if portfolio accounting / book of record and alternatives / capital calls & distributions matter to you; go with Sharesight if you'd rather have risk metrics and performance attribution. And if you only need the basics both share, let price decide.
What asset classes do Addepar and Sharesight cover?
Both cover stocks, bonds, ETFs, and mutual funds. Addepar also handles closed-end funds, currencies, and private funds. Sharesight adds other on top.
Can I export data from Addepar and Sharesight?
Sharesight exports to CSV and PDF. Addepar is stingier about getting data out.
Can Addepar or Sharesight connect to my broker?
Yes, both connect to brokers, so your portfolio syncs automatically instead of you keying in every trade.
Can I track my portfolio with Addepar or Sharesight?
Yes, both do portfolio tracking — holdings, performance, and allocation in one place.
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
Keep Exploring
Global rankings of the highest-rated tools across all categories.
Ranked list of companies with durable competitive advantages.
Proven models entering their growth phase with solid economics.
Track votes, sentiment, and engagement across the community.
Learn moat types, red flags, and real-company examples.
Browse other head-to-head tool comparisons and alternatives.
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.