VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★

PRICE: 5 CENTS

Thursday, December 11, 2025

Tool Comparison

Addepar vs StockAlert.pro comparison

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

Quick takeaways

Addepar adds Wealth Management, Portfolio, 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, Tax Lots / Lot Optimization, and Broker Connectors coverage that StockAlert.pro skips.

StockAlert.pro includes Alerts, Calendar, Dividends, Stock Ideas, Screeners, Watchlist, Webhooks, Playbooks & Case Studies, and Blogs categories that Addepar omits.

StockAlert.pro keeps a free entry point that Addepar lacks.

Addepar ships a mobile app. StockAlert.pro is web/desktop only.

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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StockAlert.pro

stockalert.pro

Alert‑first platform for stocks & ETFs with 21 configurable alert types (price/technical/volume/fundamental/dividends/time), a daily AI watchlist assistant, and an API with webhooks/SDKs. Free tier supports up to 50 alerts; Premium adds unlimited alerts and SMS. Coverage spans major U.S./European exchanges; market data may be up to ~15‑min delayed per terms.

Platforms

WebAPI

Pricing

FreeSubscription

Quick highlights

21 alert types across price, technical (MA crosses, RSI), volume, fundamentals (P/E & forward P/E), dividends (ex‑date/payment), and time‑based reminders.
Minute‑by‑minute monitoring during regular, pre‑market, and after‑hours sessions; notifications within seconds when conditions are met.
AI analysis that generates long‑form equity write‑ups and suggests 2–5 ‘smart alerts’ you can one‑click activate.
Intelligent watchlist that runs daily AI screens on tracked symbols and refreshes alert signals automatically.
Stocks & ETFs database plus a free ‘Undervalued (P/E)’ screener and a Dividend Calendar.

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Where they differ

Addepar

Distinct strengths include:

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.

StockAlert.pro

Distinct strengths include:

Alerts Calendar Dividends Stock Ideas Screeners Watchlist Webhooks Playbooks & Case Studies

21 alert types across price, technical (MA crosses, RSI), volume, fundamentals (P/E & forward P/E), dividends (ex‑date/payment), and time‑based reminders.
Minute‑by‑minute monitoring during regular, pre‑market, and after‑hours sessions; notifications within seconds when conditions are met.
AI analysis that generates long‑form equity write‑ups and suggests 2–5 ‘smart alerts’ you can one‑click activate.
Intelligent watchlist that runs daily AI screens on tracked symbols and refreshes alert signals automatically.

Feature-by-feature breakdown

Attribute	Addepar	StockAlert.pro
Categories Which research workflows each platform targets	Shared: Data Visualizations, Data APIs, APIs & SDKs Unique: Wealth Management, Portfolio, 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, Tax Lots / Lot Optimization, Broker Connectors	Shared: Data Visualizations, Data APIs, APIs & SDKs Unique: Alerts, Calendar, Dividends, Stock Ideas, Screeners, Watchlist, Webhooks, Playbooks & Case Studies, Blogs
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
Experience levels Who each product is built for	Intermediate, Advanced	Beginner, Intermediate, Advanced
Platforms Where you can access the product	Web, Mobile, API	Web, 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 21 alert types across price, technical (MA crosses, RSI), volume, fundamentals (P/E & forward P/E), dividends (ex‑date/payment), and time‑based reminders. Minute‑by‑minute monitoring during regular, pre‑market, and after‑hours sessions; notifications within seconds when conditions are met. AI analysis that generates long‑form equity write‑ups and suggests 2–5 ‘smart alerts’ you can one‑click activate. Intelligent watchlist that runs daily AI screens on tracked symbols and refreshes alert signals automatically. Stocks & ETFs database plus a free ‘Undervalued (P/E)’ screener and a Dividend Calendar. Developer API: REST + real‑time webhooks, API key auth, official SDKs (TS/JS, Python), Slack app, and n8n node; published endpoints for alerts, watchlists, and webhooks.
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 StockAlert.pro both support?

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

Which tool offers a free plan?

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

Which tool has mobile access?

Addepar ships a dedicated mobile experience, while StockAlert.pro focuses on web or desktop access.

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 StockAlert.pro stands out for 21 alert types across price, technical (MA crosses, RSI), volume, fundamentals (P/E & forward P/E), dividends (ex‑date/payment), and time‑based reminders., Minute‑by‑minute monitoring during regular, pre‑market, and after‑hours sessions; notifications within seconds when conditions are met., and AI analysis that generates long‑form equity write‑ups and suggests 2–5 ‘smart alerts’ you can one‑click activate..

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