★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: TradeLog checked July 22, 2026
Tool Comparison
Addepar vs TradeLog
Pick Addepar if
Addepar
Contact for pricing · Web · Mobile · API
- You do a lot of your research from your phone
- You want an API so you can script or automate things
- You care about wealth management, advisor operations, and APIs & data feeds, things TradeLog doesn't offer
Pick TradeLog if
TradeLog
From $219/yr · Desktop
- You care about wash sale detection and downloadable tax reports, things Addepar doesn't offer
- You trade often and need tooling built for speed
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 TradeLog cover a lot of the same ground (4 shared categories, including portfolio, data visualizations, and tax lots / lot optimization), so for the basics you won't go far wrong with either. The real difference is focus: only Addepar gives you wealth management and advisor operations, and only TradeLog gives you wash sale detection and downloadable tax reports.
What readers say
Addepar
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TradeLog
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Key differences at a glance
- Mobile app
- Addepar
- Free trial
- TradeLog30 days
- Desktop app
- TradeLog
- API access
- Addepar
- Global coverage
- Addepar
- Asset coverage
- AddeparAdds closed-end funds and funds
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 | From $219/yr |
Free tier | No | No |
Free trial | — | 30 days |
Plan limits | — | 9 limits: 30-Day Free Trial: finalized tax reports: 0, 30-Day Free Trial: duration days: 30 +7 more |
| Platforms & access | ||
Web app | Yes | No |
Desktop app | No | Yes |
Mobile app | Yes | No |
API access | Yes | No |
Broker sync | Yes | Yes |
Integrations | Fidelity, Schwab +8 more | Supported broker file imports, BrokerConnect for selected brokers +3 more |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Intermediate, Advanced |
Best for | Institutional Investors, Financial Advisors +3 more | Retail Traders, Pro Retail +2 more |
Categories covered | 7 | 6 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America |
| Data & capabilities | ||
Data quality | 6 signals: Latency: End of Day, Granularity: EOD +4 more | — |
Data partners | 5 partners: ICE Data Services, Morningstar +3 more | — |
Capabilities | 20 signals: Broker sync, Tax lots +18 more | 4 signals: Broker sync, Tax lots +2 more |
Security | Role-based access | — |
| Try it | Visit Addepar | Visit TradeLog |
Where each one shines
What Addepar and TradeLog each do best.ShowHide
Where each one shines
What Addepar and TradeLog 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 TradeLog does best
- Maintain one local TradeLog data file per taxpayer and tax year with trade history from multiple brokerage accounts, including IRAs.
- Import actual trade history through supported broker files, selected BrokerConnect connections, Excel-compatible files, or manual entry when the necessary transaction fields are available.
- Identify and adjust wash sales for stocks, options, and short sales across accounts, including IRA wash sales and deferrals carried into the next tax year.
- Generate Form 8949 details for Schedule D after required year-end holdings verification and gross-proceeds reconciliation against broker Forms 1099-B.
- Prepare Form 6781 details for supported Section 1256 contracts and, on Trader or Elite, Form 4797 and Section 481 details for eligible Section 475 mark-to-market traders.
Every detail we compared
Every tracked attribute for Addepar and TradeLog, side by side.ShowHide
Every detail we compared
Every tracked attribute for Addepar and TradeLog, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksBondsETFsMutual FundsClosed-End FundsFundsCurrenciesPrivate Funds+4 more | StocksETFsMutual FundsBondsOptionsFuturesCurrenciesCryptos |
Experience | IntermediateAdvanced | IntermediateAdvanced |
Target audience | Institutional InvestorsFinancial AdvisorsRIAs / Wealth FirmsFamily OfficesAsset Managers | Retail TradersPro RetailDay TradersSwing Traders |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North America |
Coverage details | Identifiers: CUSIP, ISIN, SEDOL, and Ticker | Countries: USIdentifiers: Ticker |
| Data | ||
Data freshness | End of Day | Not specified |
Data granularity | EOD | Not specified |
Pricing sources | Vendor | Not specified |
Data partners | ICE Data ServicesMorningstarPitchBookCambridge AssociatesHedge Fund Research (HFR) | Not specified |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: APIKey and OAuth2Docs | Not specified |
Import methods | CustodianManual | CSVBrokerOAuthManual |
Integrations | FidelitySchwabICEMorningstarPitchBookCoinbaseEaglebrookCambridge Associates+2 more | Supported broker file importsBrokerConnect for selected brokersTurboTaxTaxActH&R Block |
Export formats | JSONPDF | PDF |
| Plans & trust | ||
Security & compliance | Role-based access | Not specified |
Capability signals | Broker syncTax lotsWash sale detectionRebalancingMulti-currencyCost basis: FIFO and LIFOHouseholdingMulti-entity structures+12 more | Broker syncTax lotsWash sale detectionCost basis: FIFO and SpecificLot |
Vendor & support | Addepar, Inc.Country: United StatesSupport: Email, Phone, and Forum | Cogenta Computing, Inc.Country: United StatesFounded 1999Support: Email and Phone |
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 | ||
|---|---|---|
| Entry paid plan | — | $219/yr≈ $18.25/mo“Investor”trade records: 1,500 · included file keys: 1 |
| Tier 2 | — | $359/yr≈ $29.92/mo“Trader”trade records: 5,000 · included file keys: 1 |
| Top plan | — | $459/yr≈ $38.25/mo“Elite”trade records: More than 5,000 · included file keys: 1 |
| Custom / enterprise | Contact sales“Platform (SaaS)” | — |
| Free trial | — | 30 days |
Questions we keep getting
What's the difference between Addepar and TradeLog?
Addepar leans toward wealth management, portfolio, and advisor operations, while TradeLog puts more weight on portfolio, data visualizations, and tax lots / lot optimization. They overlap in 4 categories, so for most people it comes down to workflow preference and price.
How much do Addepar and TradeLog cost?
Neither has a free plan, but TradeLog offers a free trial. Compare the paid tiers against your required data coverage before committing.
Can I use Addepar or TradeLog on my phone?
Addepar lists a dedicated mobile app, so it travels better. TradeLog doesn't list a dedicated mobile app; its documented access is desktop.
Does Addepar or TradeLog have an API?
Addepar has an API for programmatic access and custom integrations. TradeLog doesn't, so you're working through its interface.
Should I choose Addepar or TradeLog?
It depends on what you're after. Pick Addepar if wealth management and advisor operations matter to you; go with TradeLog if you'd rather have wash sale detection and downloadable tax reports. And if you only need the basics both share, let price decide.
What asset classes do Addepar and TradeLog cover?
Both cover stocks, bonds, ETFs, and mutual funds. Addepar also handles closed-end funds, funds, and private funds.
Which covers international markets: Addepar or TradeLog?
Addepar has documented international coverage (North America, Europe, APAC, LatAm, and more), so it's the safer bet if you hold non-US stocks. TradeLog is more region-specific, mainly North America.
Can Addepar or TradeLog connect to my broker?
Yes, both connect to brokers, so your portfolio syncs automatically instead of you keying in every trade.
Is Addepar or TradeLog better for day trading?
TradeLog is the one positioned more for active traders. Addepar is the better fit if you care less about fast trading workflows and more about a calmer research process.
Can I track my portfolio with Addepar or TradeLog?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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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.