Addepar vs Finary

Addepar

6.6 #20 in Portfolio Management Software

About Addepar

Finary

7.3 #5 in Portfolio Management Software

About Finary
AddeparFinary
Free planNoYes
Free trialNoYes
Paid from—€4.58/mo
Open sourceNoNo
PlatformsWebAndroid, iOS, macOS, Web
Asset class coveragemulti_asset_alternativesmulti_asset_alternatives
Performance reportingYesYes
Allocation analysisYesYes
Risk analysisYes—
Tax-lot trackingYes—
Free plan—Yes

Both are listed in Best Portfolio Management Software. On Freedom251, Finary scores higher on our published basis.