VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Saturday, January 31, 2026
Tool Comparison
Addepar vs Yahoo Finance comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Yahoo Finance
finance.yahoo.com
At a glance
| Addepar | Yahoo Finance | |
|---|---|---|
| Free tier | ||
| Free trial | ||
| Starting price | — | $7.95/mo |
| Enterprise option | ||
| Available plans | Platform (SaaS) | Free, Bronze, Silver, Gold |
Vote sentiment comparison
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Platform details
| Attribute | Addepar | Yahoo Finance |
|---|---|---|
Asset types | StocksBondsETFsMutual FundsClosed-End FundsFundsCurrenciesPrivate FundsReal EstateOptionsFuturesCryptos | StocksETFsMutual FundsOptionsFuturesCommoditiesCurrenciesCryptos |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Data freshness | End of Day | Real-time15-min Delayed |
API access | REST | Not specified |
Export formats | JSONPDF | CSV |
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by Addepar only.
Categories covered by Yahoo Finance only.
Frequently Asked Questions
What's the difference between Addepar and Yahoo Finance?
Addepar focuses on Wealth Management, Portfolio, and Portfolio Accounting / Book of Record while Yahoo Finance specializes in News, Alerts, and Calendar. They overlap in 2 categories, so choose based on your preferred workflow and pricing.
Is Addepar or Yahoo Finance free to use?
Yahoo Finance offers a free tier that lets you get started without paying, while Addepar requires a subscription. If budget is a concern, start with Yahoo Finance and upgrade later if you need more advanced features.
Which is better for beginners—Addepar or Yahoo Finance?
Yahoo Finance is more beginner-friendly with an approachable interface. Both can work for intermediate users.
Does Addepar or Yahoo Finance have an API?
Addepar provides API access for programmatic data retrieval and custom integrations. Yahoo Finance doesn't currently offer an API, so you'll need to use their web interface.
Should I choose Addepar or Yahoo Finance?
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 Yahoo Finance if Global exchange coverage with explicit exchange suffixes, delay tables, and data-provider attributions (e.g., ICE Data Services; CoinMarketCap for crypto)., and Portfolios + watchlists to track holdings/performance; supports importing holdings via CSV. better fits how you invest.
What asset classes do Addepar and Yahoo Finance cover?
Both cover Stocks, ETFs, Mutual Funds, Currencies, Options, Futures, and Cryptos. Addepar also includes Bonds, Closed-End Funds, Funds, Private Funds, and Real Estate. Yahoo Finance adds coverage for Commodities.
Does Addepar or Yahoo Finance have real-time data?
Yahoo Finance 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.
Can I export data from Addepar and Yahoo Finance?
Yahoo Finance supports data exports to CSV. Addepar has more limited export options.
Can Addepar or Yahoo Finance connect to my broker?
Addepar connects with brokers for portfolio syncing. Yahoo Finance requires manual portfolio entry or data import.
Which has a better stock screener—Addepar or Yahoo Finance?
Yahoo Finance includes a stock screener for finding investment ideas. Addepar focuses on other analytical tools.
Can I track my portfolio with Addepar or Yahoo Finance?
Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
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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.