★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Addepar vs Sharesight
Pick Addepar instead if
Addepar
Contact for pricing · Web · Mobile · API
- You care about data visualizations and tax lots / lot optimization, things Sharesight doesn't offer
Start here
Sharesight
Free • Paid plans available · Web · Mobile · API
- 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
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
The bottom line
Addepar and Sharesight cover a lot of the same ground (5 shared categories, including wealth management, portfolio, and advisor operations), so for the basics you won't go far wrong with either. Sharesight simply does more: 13 categories to Addepar's 7, including risk metrics, performance attribution, and downloadable tax reports. Addepar counters by keeping things simpler.
What readers say
Addepar
Vote once to reveal the community verdict.
Sharesight
Vote once to reveal the community verdict.
Key differences at a glance
- Free plan
- Sharesight
- Free trial
- Sharesight14 days
- Broader coverage
- Sharesight13 vs 7 categories
- Beginner friendly
- Sharesight
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Contact for pricing | Free • Paid plans available |
Free tier | No | Yes |
Free trial | — | 14 days |
Plan limits | — | 14 limits: Free: portfolios: 1, Free: holdings: 10 +12 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | Yes |
API access | Yes | Yes |
Broker sync | Yes | Yes |
Integrations | Fidelity, Schwab +8 more | Interactive Brokers, Trading 212 +4 more |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Institutional Investors, Financial Advisors +3 more | Retail Traders, Pro Retail +6 more |
Categories covered | 7 | 13 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | 6 signals: Latency: End of Day, Granularity: EOD +4 more | 5 signals: Latency: End of Day, Granularity: EOD +3 more |
Data partners | 5 partners: ICE Data Services, Morningstar +3 more | — |
Capabilities | 20 signals: Broker sync, Tax lots +18 more | 11 signals: Broker sync, Portfolio attribution +9 more |
Security | Role-based access | 5 signals: SOC2, Data residency: Other +3 more |
| Try it | Visit Addepar | Visit Sharesight |
Where each one shines
What Addepar and Sharesight each do best.ShowHide
Where each one shines
What Addepar and Sharesight each do best.What Addepar does best
- Aggregate complex portfolios across custodians, managers, entities, households, currencies, public markets, private funds, real estate, digital assets, and custom assets.
- A single data model for portfolio accounting, analytics, client reporting, dashboards, billing, tax lots, and advisor/client portal experiences.
- Tools for creating branded client-ready reports and dashboards with configurable layouts, templates, visualizations, and stakeholder-specific views.
- Addepar Trading for model-based trading, drift monitoring, rebalancing, block trading, and account or household-level portfolio workflows where licensed.
- Navigator for projection and scenario workflows around cash flows, capital market assumptions, and complex private-market investments where available.
What Sharesight does best
- Tracking listed and unlisted investments across global markets, including stocks, ETFs, funds, bonds, crypto, cash, property, and custom investments.
- Import support for trades from supported brokers and finance apps or use CSV and manual workflows when a broker connection is unavailable.
- Metrics for portfolio performance with reports for returns, multi-period performance, diversity, exposure, contribution analysis, drawdown risk, and benchmarks where supported by plan.
- Tracking dividends, dividend reinvestment plans, splits, and other corporate actions with income and tax reports tied to portfolio tax residency.
- Handle multi-currency portfolios with automatic base-currency conversion plus valuation and FX-impact reporting.
Every detail we compared
Every tracked attribute for Addepar and Sharesight, side by side.ShowHide
Every detail we compared
Every tracked attribute for Addepar and Sharesight, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksBondsETFsMutual FundsClosed-End FundsFundsCurrenciesPrivate Funds+4 more | StocksETFsMutual FundsFundsBondsCryptosReal EstateOther |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Institutional InvestorsFinancial AdvisorsRIAs / Wealth FirmsFamily OfficesAsset Managers | Retail TradersPro RetailLong-term InvestorsDividend InvestorsIndex/Passive InvestorsFinancial AdvisorsRIAs / Wealth FirmsFamily Offices |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Identifiers: CUSIP, ISIN, SEDOL, and Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | End of Day | End of Day |
Data granularity | EOD | EOD |
Pricing sources | Vendor | Not specified |
Data partners | ICE Data ServicesMorningstarPitchBookCambridge AssociatesHedge Fund Research (HFR) | Not specified |
| Access & integrations | ||
API protocols | REST | REST |
API auth & delivery | Auth: APIKey and OAuth2Docs | Auth: OAuth2Docs |
Import methods | CustodianManual | CSVBrokerOAuthManual |
Integrations | FidelitySchwabICEMorningstarPitchBookCoinbaseEaglebrookCambridge Associates+2 more | Interactive BrokersTrading 212Hargreaves LansdownDEGIRORobinhoodXero |
Export formats | JSONPDF | CSVPDF |
| Plans & trust | ||
Security & compliance | Role-based access | SOC2Data residency: OtherEncryption at restEncryption in transitRole-based access |
Capability signals | Broker syncTax lotsWash sale detectionRebalancingMulti-currencyCost basis: FIFO and LIFOHouseholdingMulti-entity structures+12 more | Broker syncPortfolio attributionTax lotsMulti-currencyHouseholdingAlternatives supportClient reportingWhite label+3 more |
Vendor & support | Addepar, Inc.Country: United StatesSupport: Email, Phone, and Forum | Sharesight Pty LtdCountry: AustraliaSupport: Email |
Green tags are exclusive to that tool in this comparison.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | — | Freeportfolios: 1 · holdings: 10 · +1 more |
| Entry paid plan | — | €7/mo“Starter”portfolios: 1 · holdings: 30 · +1 more |
| Tier 2 | — | €17/mo“Standard”portfolios: 4 · holdings: Unlimited · +1 more |
| Tier 3 | — | €23/mo“Premium”portfolios: 10 · holdings: Unlimited · +1 more |
| Top plan | — | €13.50/mo“Business”min portfolios: 5 · tiers: 5–19: €13.5; 20–49: €12; 50–99: €10.5; 100+: €9.2 per portfolio/month... |
| Custom / enterprise | Contact sales“Platform (SaaS)” | — |
| Free trial | — | 14 days |
Questions we keep getting
What's the difference between Addepar and Sharesight?
Addepar leans toward wealth management, portfolio, and advisor operations, while Sharesight puts more weight on portfolio, risk metrics, and performance attribution. They overlap in 5 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 data visualizations and tax lots / lot optimization 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. 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.
Keep researching
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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.