Addepar vs Seraf

Addepar

8.7 #6 in Portfolio Management Software

About Addepar

Seraf

5.8 #63 in Portfolio Management Software

About Seraf
AddeparSeraf
Free planNoNo
Free trialNoYes
Paid from—$50/mo
Open sourceNoNo
PlatformsAndroid, api, iOS, Webapi, Web
Asset class coveragemulti_asset_alternativesmulti_asset_alternatives
Performance reportingYesYes
Allocation analysisYesYes
Risk analysisYes—
Tax-lot trackingYes—
Free plan—No

Both are listed in Best Portfolio Management Software. On Samsung Mobile US Press, Addepar scores higher on our published basis.