Envestnet Wealth Management Platform vs TradingView comparison

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

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

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

Envestnet Wealth Management Platform provides API access for programmatic data retrieval and custom integrations. TradingView doesn't currently offer an API, so you'll need to use their web interface.

Choose Envestnet Wealth Management Platform if you need End‑to‑end wealth management platform that acts as a “plan‑to‑execution” application, giving advisors a single access point from planning and proposal through account opening and ongoing review., and RIA‑focused suite that includes planning, trading, reporting, proposal tools, CRM, client portal and billing in one configurable platform to streamline the full wealth management process.. Go with TradingView if Markets covered include stocks, ETFs, cryptocurrencies, bonds, FX, futures, and indices., and Supercharts with multi-chart layouts, custom intervals (incl. seconds and range bars), and more charts-per-tab on higher tiers (up to 16 on Ultimate). better fits how you invest.

Both cover Stocks, ETFs, and Bonds. Envestnet Wealth Management Platform also includes Mutual Funds, Funds, Real Estate, Hedge Funds, and Private Funds. TradingView adds coverage for Cryptos, Currencies, and Futures.

Both platforms let you export data to spreadsheets (CSV). This is useful for custom analysis or record-keeping.

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

TradingView is built with active traders in mind, offering features like real-time data and technical analysis. Envestnet Wealth Management Platform is better suited for buy-and-hold investors focused on fundamentals.

TradingView includes a stock screener for finding investment ideas. Envestnet Wealth Management Platform focuses on other analytical tools.

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