VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★

PRICE: 5 CENTS

Wednesday, December 10, 2025

Tool Comparison

Addepar vs Sharesight comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

Addepar adds Wealth Management, Portfolio Accounting / Book of Record, Client & Investor Reporting, Alternatives / Capital Calls & Distributions, Householding & Multi-Entity, Client Portal & Mobile App, Fee Billing & Invoicing, Rebalancing & Trading, Model Portfolios & Sleeves, Data Visualizations, Tax Lots / Lot Optimization, and Data APIs coverage that Sharesight skips.

Sharesight includes Watchlist, Performance Attribution, Risk Metrics (VaR/ES/Drawdown), Downloadable Tax Reports, Capital Gains Estimator, Dividend Tax / ADR Withholding, Blogs, and Videos categories that Addepar omits.

Sharesight keeps a free entry point that Addepar lacks.

In depth comparison

Addepar

addepar.com

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. Capabilities such as Addepar Trading, Navigator, Alts Data Management, 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]

Platforms

WebMobileAPI

Pricing

Subscription

Quick highlights

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.
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.
Integrated market-data feeds including ICE end-of-day pricing for global equities, mutual funds, ETFs and related security types, plus FX rates, reference data, benchmarks, constituents and other datasets—some included with Addepar and others licensed as premium feeds.[9,10]

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Sharesight

sharesight.com

Global, tax‑aware portfolio tracker with EOD/delayed equity pricing (15–20 min on major markets), automated dividends & corporate actions, contribution analysis, and drawdown risk reporting. Imports from 200+ brokers via file/email and selected direct broker APIs; Xero accounting sync. Crypto & FX update intraday (~5‑min). Business plan for advisers offers per‑portfolio pricing.

Platforms

WebMobileAPI

Pricing

FreeSubscription

Quick highlights

Track stocks, ETFs, funds, some listed bonds, crypto, FX, property & other custom assets in one portfolio view.
Coverage across 60+ exchanges; US & LSE quotes typically 15‑minute delayed; ASX/NZX 20‑minute delayed; many other markets EOD.
Automatic dividends, distributions, DRP/DRIP (when data available), splits, consolidations, and other corporate actions.
Performance reports with component returns (capital, dividends, FX), contribution analysis (by holding, sector, country, groups), and drawdown risk (MDD/RoMaD).
Tax reports incl. Taxable Income; CGT reports for AU & CA; NZ FIF reporting (FDR & CV methods).

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Where they differ

Addepar

Distinct strengths include:

Wealth Management Portfolio Accounting / Book of Record Client & Investor Reporting Alternatives / Capital Calls & Distributions Householding & Multi-Entity Client Portal & Mobile App Fee Billing & Invoicing Rebalancing & Trading

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.
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.

Sharesight

Distinct strengths include:

Watchlist Performance Attribution Risk Metrics (VaR/ES/Drawdown)Downloadable Tax Reports Capital Gains Estimator Dividend Tax / ADR Withholding Blogs Videos

Track stocks, ETFs, funds, some listed bonds, crypto, FX, property & other custom assets in one portfolio view.
Coverage across 60+ exchanges; US & LSE quotes typically 15‑minute delayed; ASX/NZX 20‑minute delayed; many other markets EOD.
Automatic dividends, distributions, DRP/DRIP (when data available), splits, consolidations, and other corporate actions.
Performance reports with component returns (capital, dividends, FX), contribution analysis (by holding, sector, country, groups), and drawdown risk (MDD/RoMaD).

Feature-by-feature breakdown

Attribute	Addepar	Sharesight
Categories Which research workflows each platform targets	Shared: Portfolio, APIs & SDKs, Broker Connectors Unique: Wealth Management, Portfolio Accounting / Book of Record, Client & Investor Reporting, Alternatives / Capital Calls & Distributions, Householding & Multi-Entity, Client Portal & Mobile App, Fee Billing & Invoicing, Rebalancing & Trading, Model Portfolios & Sleeves, Data Visualizations, Tax Lots / Lot Optimization, Data APIs	Shared: Portfolio, APIs & SDKs, Broker Connectors Unique: Watchlist, Performance Attribution, Risk Metrics (VaR/ES/Drawdown), Downloadable Tax Reports, Capital Gains Estimator, Dividend Tax / ADR Withholding, Blogs, Videos
Asset types Supported asset classes and universes	Stocks, Bonds, ETFs, Mutual Funds, Closed-End Funds, Funds, Currencies, Private Funds, Real Estate, Options, Futures, Cryptos	Stocks, ETFs, Mutual Funds, Bonds, Commodities, Currencies, Cryptos, Real Estate
Experience levels Who each product is built for	Intermediate, Advanced	Beginner, Intermediate, Advanced
Platforms Where you can access the product	Web, Mobile, API	Web, Mobile, API
Pricing High-level pricing models	Subscription	Free, Subscription
Key features Core capabilities called out by each vendor	Unique 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. 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. Integrated market-data feeds including ICE end-of-day pricing for global equities, mutual funds, ETFs and related security types, plus FX rates, reference data, benchmarks, constituents and other datasets—some included with Addepar and others licensed as premium feeds.[9,10] Portfolio trading and rebalancing (Addepar Trading) uses aggregated Addepar data to align portfolios to target models and rebalance across accounts, households or entire books of business, with a drift-monitoring widget now available directly in dashboards for Trading clients.[0,13]	Unique Track stocks, ETFs, funds, some listed bonds, crypto, FX, property & other custom assets in one portfolio view. Coverage across 60+ exchanges; US & LSE quotes typically 15‑minute delayed; ASX/NZX 20‑minute delayed; many other markets EOD. Automatic dividends, distributions, DRP/DRIP (when data available), splits, consolidations, and other corporate actions. Performance reports with component returns (capital, dividends, FX), contribution analysis (by holding, sector, country, groups), and drawdown risk (MDD/RoMaD). Tax reports incl. Taxable Income; CGT reports for AU & CA; NZ FIF reporting (FDR & CV methods). Imports via broker trade‑confirmation emails, CSV/XLS bulk uploads, and direct connections for selected brokers; Xero sync for accounting.
Tested Verified by hands-on testing inside Find My Moat	Not yet	Not yet
Editor pick Featured inside curated shortlists	Standard listing	Standard listing

Frequently Asked Questions

Which workflows do Addepar and Sharesight both support?

Both platforms cover Portfolio, APIs & SDKs, and Broker Connectors workflows, so you can research those use cases in either tool before digging into the feature differences below.

Which tool offers a free plan?

Sharesight offers a free entry point, while Addepar requires a paid subscription. Review the pricing table to see how the paid tiers compare.

How can you access Addepar and Sharesight?

Both Addepar and Sharesight support web and mobile access, making it easy to keep tabs on research away from the desk.

What unique strengths set the two platforms apart?

Addepar differentiates itself with 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., 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], and 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., whereas Sharesight stands out for Track stocks, ETFs, funds, some listed bonds, crypto, FX, property & other custom assets in one portfolio view., Coverage across 60+ exchanges; US & LSE quotes typically 15‑minute delayed; ASX/NZX 20‑minute delayed; many other markets EOD., and Automatic dividends, distributions, DRP/DRIP (when data available), splits, consolidations, and other corporate actions..

Keep exploring

Stay on top of related tools

Browse the categories and profiles that overlap most with this comparison to round out your shortlist.