★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Addepar vs Stock Analysis
Pick Addepar if
Addepar
Contact for pricing · Web · Mobile · API
- You want an API so you can script or automate things
- You care about wealth management, advisor operations, and tax lots / lot optimization, things Stock Analysis doesn't offer
Pick Stock Analysis if
Stock Analysis
Free • From $79/yr · Web · Mobile
- You'd rather start free and only pay if you outgrow it
- Delayed quotes won't cut it; you need real-time data
- You care about stock ideas, screeners, and ETF screeners, things Addepar doesn't offer
Use code JERA
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 Stock Analysis cover a lot of the same ground (3 shared categories, portfolio, data visualizations, and broker connectors), so for the basics you won't go far wrong with either. Stock Analysis simply does more: 27 categories to Addepar's 7, including stock ideas, screeners, and ETF screeners. Addepar counters by keeping things simpler.
What readers say
Addepar
Vote once to reveal the community verdict.
Stock Analysis
Vote once to reveal the community verdict.
Key differences at a glance
- Free plan
- Stock Analysis
- Broader coverage
- Stock Analysis27 vs 7 categories
- API access
- Addepar
- Real-time data
- Stock Analysis
- Beginner friendly
- Stock Analysis
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 • From $79/yr |
Free tier | No | Yes |
Free trial | — | — |
Plan limits | — | 13 limits: Free: ads: Yes, Free: exports: Limited compared with Pro/Unlimited +11 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | Yes |
API access | Yes | No |
Broker sync | Yes | Yes |
Integrations | Fidelity, Schwab +8 more | Brokerage account sync, Google Sheets export +3 more |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Institutional Investors, Financial Advisors +3 more | Retail Traders, Pro Retail +8 more |
Categories covered | 7 | 27 |
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 | 6 signals: Latency: Streaming, Real-time, 15-min Delayed, and End of Day, Granularity: Minute and EOD +4 more |
Data partners | 5 partners: ICE Data Services, Morningstar +3 more | 10 partners: Fiscal.ai, S&P Global Market Intelligence +8 more |
Capabilities | 20 signals: Broker sync, Tax lots +18 more | 4 signals: Universe builder, Factors: Value, Quality, Momentum, Growth, and Size +2 more |
Security | Role-based access | Encryption in transit |
| Try it | Visit Addepar | Visit Stock Analysis |
Where each one shines
What Addepar and Stock Analysis each do best.ShowHide
Where each one shines
What Addepar and Stock Analysis 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 Stock Analysis does best
- Research coverage for 130,000+ global stocks and funds, including stocks, ETFs, mutual funds, closed-end funds, indexes, IPOs, preferred shares, and other listed symbols.
- Market research entry points: news, press releases, trending stocks, indexes, heatmaps, pre-market movers, after-hours movers, IPO news, and broad market activity pages.
- Screening for ideas with stock, ETF, IPO, and mutual-fund screeners that support country and exchange filters, indicators, watchlist actions, table views, and paid saved-screen workflows.
- Direct access to ticker pages with quote data, company profiles, financial statements, ratios, statistics, business metrics, dividends, price history, charts, news, related symbols, downloadable tables, and data-source context.
- Tracking event-driven research with earnings calendars, IPO calendars, IPO statistics, dividend calendars, listings, delistings, splits, symbol changes, spin-offs, bankruptcies, acquisitions, and historical corporate actions.
Every detail we compared
Every tracked attribute for Addepar and Stock Analysis, side by side.ShowHide
Every detail we compared
Every tracked attribute for Addepar and Stock Analysis, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksBondsETFsMutual FundsClosed-End FundsFundsCurrenciesPrivate Funds+4 more | StocksETFsMutual FundsClosed-End FundsFundsOther |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Institutional InvestorsFinancial AdvisorsRIAs / Wealth FirmsFamily OfficesAsset Managers | Retail TradersPro RetailLong-term InvestorsValue InvestorsGrowth InvestorsDividend InvestorsIndex/Passive InvestorsSwing Traders+2 more |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Identifiers: CUSIP, ISIN, SEDOL, and Ticker | Identifiers: Ticker, CIK, ISIN, and CUSIP |
| Data | ||
Data freshness | End of Day | StreamingReal-time15-min DelayedEnd of Day |
Data granularity | EOD | MinuteEOD |
Pricing sources | Vendor | ExchangeVendor |
Data partners | ICE Data ServicesMorningstarPitchBookCambridge AssociatesHedge Fund Research (HFR) | Fiscal.aiS&P Global Market IntelligenceNasdaq Data LinkFinancial Modeling PrepCboeNasdaq / NYSEBenzingaFinnhub+2 more |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: APIKey and OAuth2Docs | Not specified |
Import methods | CustodianManual | ManualCSVBrokerOAuth |
Integrations | FidelitySchwabICEMorningstarPitchBookCoinbaseEaglebrookCambridge Associates+2 more | Brokerage account syncGoogle Sheets exportApple App StoreGoogle PlayPaddle |
Export formats | JSONPDF | CSVExcel |
| Plans & trust | ||
Security & compliance | Role-based access | Encryption in transit |
Capability signals | Broker syncTax lotsWash sale detectionRebalancingMulti-currencyCost basis: FIFO and LIFOHouseholdingMulti-entity structures+12 more | Universe builderFactors: Value, Quality, Momentum, Growth, and SizeBroker syncMulti-currency |
Vendor & support | Addepar, Inc.Country: United StatesSupport: Email, Phone, and Forum | Vefir ehf.Country: IcelandFounded 2019Support: 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 | — | Freeads: Yes · exports: Limited compared with Pro/Unlimited · +2 more |
| Entry paid plan | — | $79/yr≈ $6.58/mo“Pro”stocks per watchlist: 100 · active alerts: 100 · +3 more |
| Top plan | — | $199/yr≈ $16.58/mo“Unlimited”downloads: Unlimited · stocks per watchlist: Unlimited · +2 more |
| Custom / enterprise | Contact sales“Platform (SaaS)” | — |
Questions we keep getting
What's the difference between Addepar and Stock Analysis?
Addepar leans toward wealth management, portfolio, and advisor operations, while Stock Analysis puts more weight on stock ideas, screeners, and ETF screeners. They overlap in 3 categories, so for most people it comes down to workflow preference and price.
Is Addepar or Stock Analysis free to use?
Stock Analysis has a free tier, so you can get started without paying anything. Addepar is paid-only. If budget matters, start with Stock Analysis and see how far it takes you before opening your wallet.
Which is better for beginners: Addepar or Stock Analysis?
Stock Analysis is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Does Addepar or Stock Analysis have an API?
Addepar has an API for programmatic access and custom integrations. Stock Analysis doesn't, so you're working through its interface.
Should I choose Addepar or Stock Analysis?
It depends on what you're after. Pick Addepar if wealth management and advisor operations matter to you; go with Stock Analysis if you'd rather have stock ideas and screeners. And if you only need the basics both share, let price decide.
What asset classes do Addepar and Stock Analysis cover?
Both cover stocks, ETFs, mutual funds, and closed-end funds. Addepar also handles bonds, currencies, and private funds. Stock Analysis adds other on top.
Does Addepar or Stock Analysis have real-time data?
Stock Analysis offers real-time data, which matters if you trade actively. Addepar runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Can I export data from Addepar and Stock Analysis?
Stock Analysis exports to CSV and Excel. Addepar is stingier about getting data out.
Can Addepar or Stock Analysis connect to my broker?
Yes, both connect to brokers, so your portfolio syncs automatically instead of you keying in every trade.
Which has a better stock screener: Addepar or Stock Analysis?
Stock Analysis has a stock screener for surfacing ideas; Addepar doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Addepar or Stock Analysis?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
Keep researching
More comparisons to check
Other tools you might like
Keep Exploring
Feedback
Spot stale pricing, missing features, or a comparison that feels off? Send feedback on the verdict, table, alternatives, or recommendation.
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.