Addepar vs StockCharts comparison

Addepar focuses on Wealth Management, Portfolio, and Portfolio Accounting / Book of Record while StockCharts specializes in Screeners, Data Visualizations, and Alerts. They overlap in 3 categories, so choose based on your preferred workflow and pricing.

StockCharts offers a free tier that lets you get started without paying, while Addepar requires a subscription. If budget is a concern, start with StockCharts and upgrade later if you need more advanced features.

StockCharts is more beginner-friendly with an approachable interface. Both can work for intermediate users.

Addepar provides API access for programmatic data retrieval and custom integrations. StockCharts doesn't currently offer an API, so you'll need to use their web interface.

Choose Addepar if you need 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., and 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]. Go with StockCharts if Tiered pricing: Basic $19.95, Extra $29.95, PRO $49.95. Limits scale by tier (ChartLists: 1/250/500; Custom Scans: 1/200/500; Scheduled Scans: 0/10/25; Price Alerts: 2/200/500; Advanced Alerts: 1/100/250). Auto-refresh every 15s (Basic/Extra) or 5s (PRO)., and Real-time data: free US BATS quotes; official real-time add-ons available for NYSE, NASDAQ, TSX/TSX-V, and LSE. Other markets are 15-minute delayed. better fits how you invest.

Both cover Stocks, ETFs, Mutual Funds, Options, and Cryptos. Addepar also includes Bonds, Closed-End Funds, Funds, Currencies, Private Funds, Real Estate, and Futures. StockCharts adds coverage for Commodities.

StockCharts offers real-time data feeds, which is essential for active traders. Addepar uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.

StockCharts supports data exports to CSV, and Image. Addepar has more limited export options.

Both platforms offer broker integrations, so you can sync your portfolio for seamless tracking and analysis.

StockCharts includes a stock screener for finding investment ideas. Addepar focuses on other analytical tools.

Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.