★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: Wealthfolio checked July 22, 2026
Tool Comparison
Addepar vs Wealthfolio
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 Wealthfolio doesn't offer
Pick Wealthfolio if
Wealthfolio
Free • From $3.99/mo · Desktop · Mobile · Web
- You'd rather start free and only pay if you outgrow it
- You care about performance attribution, risk metrics, and monte carlo, 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 Wealthfolio 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. The real difference is focus: only Addepar gives you wealth management and advisor operations, and only Wealthfolio gives you performance attribution and risk metrics.
What readers say
Addepar
Vote once to reveal the community verdict.
Wealthfolio
Vote once to reveal the community verdict.
Key differences at a glance
- Free plan
- Wealthfolio
- Desktop app
- Wealthfolio
- API access
- Addepar
- Beginner friendly
- Wealthfolio
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 $3.99/mo |
Free tier | No | Yes |
Free trial | — | — |
Plan limits | — | 6 limits: Core app: broker sync: Not included, Core app: device sync: Not included +4 more |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | No | Yes |
Mobile app | Yes | Yes |
API access | Yes | No |
Broker sync | Yes | Yes |
Integrations | Fidelity, Schwab +8 more | SnapTrade and Docker |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Institutional Investors, Financial Advisors +3 more | Retail Traders, Pro Retail +3 more |
Categories covered | 7 | 8 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | — |
| Data & capabilities | ||
Data quality | 6 signals: Latency: End of Day, Granularity: EOD +4 more | Pricing: Vendor and Manual and Multi-currency |
Data partners | 5 partners: ICE Data Services, Morningstar +3 more | SnapTrade |
Capabilities | 20 signals: Broker sync, Tax lots +18 more | 7 signals: Performance attribution, Monte Carlo +5 more |
Security | Role-based access | — |
| Try it | Visit Addepar | Visit Wealthfolio |
Where each one shines
What Addepar and Wealthfolio each do best.ShowHide
Where each one shines
What Addepar and Wealthfolio 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 Wealthfolio does best
- Track investments across accounts with holdings, activities, income, allocation, benchmarks, true time-weighted returns, money-weighted returns, and multi-currency support.
- Keep net-worth assets and liabilities, spending, budgets, savings goals, contribution limits, and portfolio planning in the same local-first application.
- Model retirement and FIRE goals with year-by-year projections, Monte Carlo simulations, stress tests, and sensitivity analysis.
- Run the AGPL-3.0 application on macOS, Windows, Linux, or native iOS, or deploy the web edition on infrastructure you control with Docker.
- Use manual entry and CSV import for free without a Wealthfolio account or subscription.
Every detail we compared
Every tracked attribute for Addepar and Wealthfolio, side by side.ShowHide
Every detail we compared
Every tracked attribute for Addepar and Wealthfolio, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksBondsETFsMutual FundsClosed-End FundsFundsCurrenciesPrivate Funds+4 more | StocksETFsMutual FundsBondsCurrenciesCryptosReal EstateOther |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Institutional InvestorsFinancial AdvisorsRIAs / Wealth FirmsFamily OfficesAsset Managers | Retail TradersPro RetailLong-term InvestorsDividend InvestorsIndex/Passive Investors |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | Not specified |
Coverage details | Identifiers: CUSIP, ISIN, SEDOL, and Ticker | Identifiers: Ticker and ISIN |
| Data | ||
Data freshness | End of Day | Not specified |
Data granularity | EOD | Not specified |
Pricing sources | Vendor | VendorManual |
Data partners | ICE Data ServicesMorningstarPitchBookCambridge AssociatesHedge Fund Research (HFR) | SnapTrade |
| 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 | SnapTradeDocker |
Export formats | JSONPDF | CSVJSON |
| 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 | Performance attributionMonte CarloBroker syncPortfolio attributionRebalancingMulti-currencyCost basis: FIFO |
Vendor & support | Addepar, Inc.Country: United StatesSupport: Email, Phone, and Forum | Teymz Inc.Country: CanadaSupport: Email and Forum |
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 | — | Free“Core app”broker sync: Not included · device sync: Not included |
| Entry paid plan | — | $3.99/mo“Connect Basic”devices: 3 · institution connections: 0 |
| Tier 2 | — | $7.99/mo“Connect Essentials”institution connections: 5 |
| Top plan | — | $12.99/mo“Connect Duo”institution connections: 12 |
| Custom / enterprise | Contact sales“Platform (SaaS)” | — |
Questions we keep getting
What's the difference between Addepar and Wealthfolio?
Addepar leans toward wealth management, portfolio, and advisor operations, while Wealthfolio puts more weight on portfolio, data visualizations, and performance attribution. They overlap in 3 categories, so for most people it comes down to workflow preference and price.
Is Addepar or Wealthfolio free to use?
Wealthfolio has a free tier, so you can get started without paying anything. Addepar is paid-only. If budget matters, start with Wealthfolio and see how far it takes you before opening your wallet.
Which is better for beginners: Addepar or Wealthfolio?
Wealthfolio 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 Wealthfolio have an API?
Addepar has an API for programmatic access and custom integrations. Wealthfolio doesn't, so you're working through its interface.
Should I choose Addepar or Wealthfolio?
It depends on what you're after. Pick Addepar if wealth management and advisor operations matter to you; go with Wealthfolio if you'd rather have performance attribution and risk metrics. And if you only need the basics both share, let price decide.
What asset classes do Addepar and Wealthfolio cover?
Both cover stocks, bonds, ETFs, and mutual funds. Addepar also handles closed-end funds, funds, and private funds. Wealthfolio adds other on top.
Can I export data from Addepar and Wealthfolio?
Wealthfolio exports to CSV. Addepar is stingier about getting data out.
Can Addepar or Wealthfolio 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 Wealthfolio?
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.