MONEY · Saved · May 9, 2026
Family office portfolio tracker (Addepar replacement)
Andrew Wilkinson
$50k–$100k annual Addepar subscription replaced
How we know
Maker claimThe maker states the number, with no proof shown.
What it took
- Time
- about two weeks
- Team
- not stated
- Cost
- $40,000/month Claude API bill for the family office
- Tools
- Claude Code · Claude
Addepar portfolio software, priced at $50,000 to $100,000 per year, was replaced by a custom Claude Code app his non-technical CFO built in two weeks.
Sources
All 256 receipts + the 7 shapes report: $29