Addepar
7.0#27 in portfolio management softwareAndroidiOSWebAPI
VisitAddepar vs Stock Rover
Stock Rover
8.2#1 in equity research platformsFrom $24 a monthFree planAndroidiOSWebWindows
VisitWhat both publish
| Fact | Addepar | Stock Rover |
|---|---|---|
| Allocation analysis | Yes | Yes |
| Asset class coverage | multi_asset_alternatives | multi_asset |
| Founded | 2009 | 2008 |
| Headquarters | New York City, New York, United States | Braintree, Massachusetts, United States |
| Performance reporting | Yes | Yes |
| Risk analysis | Yes | Yes |
| Security | The 2024–2025 SOC 3 report states that controls for the Analytics & Reporting and Navigator platforms were effective during July 1, 2024 through August 31, 2025 against applicable trust services criteria for security, confidentiality and privacy. | Stock Rover says all network traffic between the browser and its servers uses HTTPS encryption. |
| Support | Current clients are directed to contact their Client Success Manager or use Addepar Learn for client support. | Support is available by email during regular Eastern Time business hours Monday through Friday, with plan-dependent priority and hotline options. |
| Tax-lot tracking | Yes | Yes |
Addepar plans
- AddeparPriced on request
Stock Rover plans
- FreeFree
- Premium$348 a year
- Premium Plus$588 a year
- Ultimate$948 a year
- Ultimate Pro$1,788 a year
- Premium$24 a month
Pick Addepar if…
You want what its maker publishes above — check its page for the details.
Pick Stock Rover if…
Stock Rover may suit individual investors who want screening, research, and portfolio analysis in a browser. It can also serve financial professionals, but users seeking trade execution need a different tool.