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Kubera Alternatives & Competitors

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Net worth tracker replacement guide

Kubera logo

Best Kubera Alternatives

Compare premium wealth trackers when you need different account aggregation, asset coverage, advisor features, pricing, or estate workflows.

Kubera is a paid net-worth and portfolio tracker for high-net-worth households, founders, expats, advisors, and family-office-style users who need one balance-sheet view across banks, brokerages, crypto, real estate, private equity, alternatives, documents, beneficiaries, currencies, and APIs. Compare alternatives by the complexity you need to manage, including global connectors, alternative assets, entity views, document storage, advisor portals, estate handoff, or price.

Visit KuberaFree alternativesTool details

Disclosure: outbound links may include affiliate or sponsor links

Which Alternative Should You Use?

Sharesight logo

Sharesight

Closest replacement

Best for: DIY investors needing global portfolio performance, dividend, currency, and tax reporting across brokers.

  • Sharesight best matches the base workflow on portfolio tracking, portfolio analytics, and advisor client reporting.
  • Sharesight adds a free starting point that the base tool does not show. Free access caveat: signup required and Free plan tracks one portfolio with up to 10 holdings..

Watch for: Free plan is capped at 10 holdings: The free tier is limited to one portfolio, 10 holdings, and one custom group.

Try Sharesight
DetailsCompare
Masttro logo

Masttro

Best workflow fit

Best for: Single-family offices, multi-family offices, RIAs, private banks, and professional-services firms managing complex UHNW wealth.

  • Masttro best matches the base workflow on portfolio tracking, portfolio analytics, and advisor client reporting.
  • Masttro shares Subscription pricing with the base tool.

Watch for: Not for self-directed retail: Masttro is scoped for UHNW families and professional wealth organizations, not casual portfolio tracking.

Request Masttro pricing
DetailsCompare
GuruFocus logo

GuruFocus

Quality-checked pick

Best for: Value investors looking for long historical fundamentals, GF Score, GF Value, and guru/institutional holdings.

  • GuruFocus best matches the base workflow on portfolio tracking, screening and idea generation, and API and market data.
  • GuruFocus adds a free starting point that the base tool does not show. Free access caveat: signup required and A free account has limited access..

Watch for: Paid access is region and tier dependent: Annual paid memberships, region add-ons, API plans, and pay-as-you-go API credits.

Start GuruFocus trial
DetailsCompare
SS&C Black Diamond Wealth Solutions logo

SS&C Black Diamond Wealth Solutions

Strong runner-up

Best for: RIAs, broker-dealers, family offices, banks, and trusts that need portfolio accounting, reporting, billing, client portals, and modular wealth operations.

  • SS&C Black Diamond Wealth Solutions best matches the base workflow on portfolio tracking, portfolio analytics, and advisor client reporting.
  • SS&C Black Diamond Wealth Solutions lists Other pricing, so compare the current plan against your existing setup.

Watch for: Enterprise sales motion: Pricing is not self-serve and depends on firm size, modules, implementation, and relationship scope.

Contact Black Diamond
DetailsCompare

Detailed Alternatives

I want to

Our ranked order by workflow overlap and quality.

1
Sharesight logo
Closest replacement

Sharesight

Bottom line: DIY investors needing global portfolio performance, dividend, currency, and tax reporting across brokers.

Keep

  • Portfolio
  • Broker Connectors
  • APIs & Data Feeds
  • Advisor Operations

Gain

  • Risk Metrics
  • Performance Attribution
  • Downloadable Tax Reports
  • Capital Gains Estimator

Lose

  • Custom Dashboards
  • Blogs
  • Education
  • The net-worth dashboard connects global bank, brokerage, crypto, and other financial accounts through Plaid, Mastercard, MX, Yodlee, SnapTrade, Lean, Akahu, and Salt Edge. Users can also add assets manually.
  • Broad multi-asset coverage including bank accounts, stocks, bonds, funds, private-company equity via Carta, venture investments, crypto wallets and exchanges, DeFi assets, real estate, vehicles, precious metals and other alternatives.

Watch out

  • Avoid as a full replacement if you rely on market data API, portfolio watchlists, and backtesting and quant research.
  • Free-plan limits: Signup required, Free plan tracks one portfolio with up to 10 holdings, and Advanced reports, more portfolios, unlimited holdings, and business workflows require paid plans.
  • Free plan is capped at 10 holdings: The free tier is limited to one portfolio, 10 holdings, and one custom group.
Price
KuberaFrom $250/yr
SharesightFree • Paid plans available
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

Try SharesightCompare
Full review and details
2
GuruFocus logo
Quality-checked pick

GuruFocus

Analyst pickTested by us

Bottom line: Value investors looking for long historical fundamentals, GF Score, GF Value, and guru/institutional holdings.

Keep

  • Portfolio
  • Broker Connectors
  • APIs & Data Feeds
  • Custom Dashboards
  • Blogs
  • Education

Gain

  • Stock Ideas
  • Screeners
  • ETF Screeners
  • Top Analysts

Lose

  • Advisor Operations
  • The net-worth dashboard connects global bank, brokerage, crypto, and other financial accounts through Plaid, Mastercard, MX, Yodlee, SnapTrade, Lean, Akahu, and Salt Edge. Users can also add assets manually.
  • Broad multi-asset coverage including bank accounts, stocks, bonds, funds, private-company equity via Carta, venture investments, crypto wallets and exchanges, DeFi assets, real estate, vehicles, precious metals and other alternatives.
  • Digital-asset engine that connects directly to major blockchains, exchanges and wallets, tracks DeFi, NFTs, staking and lending activity, categorizes stablecoins as cash equivalents and lets you view net worth over time in Bitcoin.
  • Multi-currency wealth tracking for cross-border users, supporting assets in many currencies while letting you monitor total wealth and performance in the base currency of your choice.

Watch out

  • Avoid as a full replacement if you rely on portfolio analytics, advisor client reporting, and market data API.
  • Free-plan limits: Signup required, A free account has limited access, and Free members have limited portfolio capacity.
  • Paid access is region and tier dependent: Annual paid memberships, region add-ons, API plans, and pay-as-you-go API credits.
Price
KuberaFrom $250/yr
GuruFocusFree • From $549/yr
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

Start GuruFocus trialCompare
Full review and details
3
Masttro logo
Best workflow fit

Masttro

Bottom line: Single-family offices, multi-family offices, RIAs, private banks, and professional-services firms managing complex UHNW wealth.

Keep

  • Portfolio
  • Broker Connectors
  • APIs & Data Feeds
  • Advisor Operations
  • Custom Dashboards

Gain

  • Wealth Management
  • Audit Trail / Supervision
  • Unified wealth OS for UHNW family offices, multi-family offices, wealth advisors, institutions, and professional services firms, delivering a single, accurate view of total net worth across all assets, geographies, currencies, and entity structures.
  • Direct data aggregation from 700+ proprietary custodian feeds (no screen scraping or third-party intermediaries), powering verified daily transaction and position data across bankable and non-bankable assets.

Lose

  • Blogs
  • Education
  • The net-worth dashboard connects global bank, brokerage, crypto, and other financial accounts through Plaid, Mastercard, MX, Yodlee, SnapTrade, Lean, Akahu, and Salt Edge. Users can also add assets manually.
  • Broad multi-asset coverage including bank accounts, stocks, bonds, funds, private-company equity via Carta, venture investments, crypto wallets and exchanges, DeFi assets, real estate, vehicles, precious metals and other alternatives.
  • Digital-asset engine that connects directly to major blockchains, exchanges and wallets, tracks DeFi, NFTs, staking and lending activity, categorizes stablecoins as cash equivalents and lets you view net worth over time in Bitcoin.

Watch out

  • Avoid as a full replacement if you rely on portfolio watchlists.
  • Free-plan limits: Pricing is quote-based rather than self-serve, Official pricing model is fixed annual license, not AUM-based, and Evaluation normally requires a demo and scope discussion.
  • Not for self-directed retail: Masttro is scoped for UHNW families and professional wealth organizations, not casual portfolio tracking.
Price
KuberaFrom $250/yr
MasttroSubscription
Free tier
Paid only
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

Request Masttro pricingCompare
Full review and details
4
SS&C Black Diamond Wealth Solutions logo
SS&C Black Diamond Wealth SolutionsPartial replacement
4
SS&C Black Diamond Wealth Solutions logo
Partial replacement

SS&C Black Diamond Wealth Solutions

Bottom line: RIAs, broker-dealers, family offices, banks, and trusts that need portfolio accounting, reporting, billing, client portals, and modular wealth operations.

Keep

  • Portfolio
  • Broker Connectors
  • APIs & Data Feeds
  • Advisor Operations
  • Custom Dashboards
  • Blogs

Gain

  • Webhooks
  • Insider Compliance / Pre-clearance
  • Audit Trail / Supervision
  • Regulatory Filings Monitoring

Lose

  • Education
  • The net-worth dashboard connects global bank, brokerage, crypto, and other financial accounts through Plaid, Mastercard, MX, Yodlee, SnapTrade, Lean, Akahu, and Salt Edge. Users can also add assets manually.
  • Broad multi-asset coverage including bank accounts, stocks, bonds, funds, private-company equity via Carta, venture investments, crypto wallets and exchanges, DeFi assets, real estate, vehicles, precious metals and other alternatives.
  • Digital-asset engine that connects directly to major blockchains, exchanges and wallets, tracks DeFi, NFTs, staking and lending activity, categorizes stablecoins as cash equivalents and lets you view net worth over time in Bitcoin.
  • Multi-currency wealth tracking for cross-border users, supporting assets in many currencies while letting you monitor total wealth and performance in the base currency of your choice.

Watch out

  • Avoid as a full replacement if you rely on long-term portfolio tracking, portfolio watchlists, and screening and idea generation.
  • Free-plan limits: No public self-serve pricing, Commercial access requires sales engagement, and Final cost depends on selected platform modules and firm requirements.
  • Enterprise sales motion: Pricing is not self-serve and depends on firm size, modules, implementation, and relationship scope.
Price
KuberaFrom $250/yr
SS&C Black Diamond Wealth SolutionsContact for pricing
Free tier
Paid only
Replacement
Partial replacement

Pricing checked 2026-08-23 via enterprise/contact.

Contact Black DiamondCompare
Full review and details
5
Orion Advisor Tech logo
Orion Advisor TechPartial replacement
5
Orion Advisor Tech logo
Partial replacement

Orion Advisor Tech

Bottom line: RIAs and wealth firms that want portfolio accounting, trading, CRM, planning, compliance, risk, and client portals in one advisor stack.

Keep

  • Broker Connectors
  • APIs & Data Feeds
  • Advisor Operations
  • Blogs
  • Education

Gain

  • Risk Metrics
  • Scenario & Stress Tests
  • Monte Carlo
  • Tax Lots / Lot Optimization

Lose

  • Portfolio
  • Custom Dashboards
  • The net-worth dashboard connects global bank, brokerage, crypto, and other financial accounts through Plaid, Mastercard, MX, Yodlee, SnapTrade, Lean, Akahu, and Salt Edge. Users can also add assets manually.
  • Broad multi-asset coverage including bank accounts, stocks, bonds, funds, private-company equity via Carta, venture investments, crypto wallets and exchanges, DeFi assets, real estate, vehicles, precious metals and other alternatives.
  • Digital-asset engine that connects directly to major blockchains, exchanges and wallets, tracks DeFi, NFTs, staking and lending activity, categorizes stablecoins as cash equivalents and lets you view net worth over time in Bitcoin.

Watch out

  • Avoid as a full replacement if you rely on market data API, long-term portfolio tracking, and portfolio watchlists.
  • Free-plan limits: No free self-serve product for investors, Public stack pages describe annual starting prices for advisor firms, and Final access and pricing depend on selected stack, modules, and sales process.
  • Advisor-firm product, not retail: Orion Advisor Tech is built for advisory firms and wealth businesses, not individual investors looking for a personal tracker.
Price
KuberaFrom $250/yr
Orion Advisor TechFrom $275/mo
Free tier
Paid only
Replacement
Partial replacement

Pricing checked 2026-08-23 via enterprise/contact.

View Orion StacksCompare
Full review and details
6
Addepar logo
AddeparPartial replacement
6
Addepar logo
Partial replacement

Addepar

Bottom line: RIAs, family offices, private banks, and institutions with complex multi-asset, multi-entity portfolios.

Keep

  • Portfolio
  • Broker Connectors
  • APIs & Data Feeds
  • Advisor Operations

Gain

  • Wealth Management
  • Data Visualizations
  • Tax Lots / Lot Optimization
  • Web and data platform for wealth managers, family offices, private banks, and institutions. It aggregates public and private assets across more than 50 markets.

Lose

  • Custom Dashboards
  • Blogs
  • Education
  • The net-worth dashboard connects global bank, brokerage, crypto, and other financial accounts through Plaid, Mastercard, MX, Yodlee, SnapTrade, Lean, Akahu, and Salt Edge. Users can also add assets manually.
  • Broad multi-asset coverage including bank accounts, stocks, bonds, funds, private-company equity via Carta, venture investments, crypto wallets and exchanges, DeFi assets, real estate, vehicles, precious metals and other alternatives.

Watch out

  • Avoid as a full replacement if you rely on portfolio watchlists and screening and idea generation.
  • Free-plan limits: No public self-serve pricing, Subscription access requires a sales process, and Commercial scope depends on assets, modules, integrations, data feeds, and implementation requirements.
  • Enterprise contract only: Addepar does not publish self-serve pricing. Access requires a sales-led subscription and implementation.
Price
KuberaFrom $250/yr
AddeparContact for pricing
Free tier
Paid only
Replacement
Partial replacement

Pricing checked 2026-08-23 via enterprise/contact.

Request Addepar demoCompare
Full review and details
7
Envestnet Wealth Management Platform logo
Envestnet Wealth Management PlatformPartial replacement
7
Envestnet Wealth Management Platform logo
Partial replacement

Envestnet Wealth Management Platform

Bottom line: RIAs, broker-dealers, banks, asset managers, and fintechs that need an enterprise wealth ecosystem across planning, proposal, trading, reporting, billing, data, and APIs.

Keep

  • Portfolio
  • Broker Connectors
  • APIs & Data Feeds
  • Advisor Operations

Gain

  • Wealth Management
  • Webhooks
  • The wealth management platform covers planning, proposals, account opening, and ongoing review.
  • 2026 company materials cite 25 years of operating history, $7T in platform assets, and usage by over one-third of all financial advisors across major banks, brokerages, wealth managers and RIAs.

Lose

  • Custom Dashboards
  • Blogs
  • Education
  • The net-worth dashboard connects global bank, brokerage, crypto, and other financial accounts through Plaid, Mastercard, MX, Yodlee, SnapTrade, Lean, Akahu, and Salt Edge. Users can also add assets manually.
  • Broad multi-asset coverage including bank accounts, stocks, bonds, funds, private-company equity via Carta, venture investments, crypto wallets and exchanges, DeFi assets, real estate, vehicles, precious metals and other alternatives.

Watch out

  • Avoid as a full replacement if you rely on long-term portfolio tracking, portfolio watchlists, and screening and idea generation.
  • Free-plan limits: No public self-serve pricing, Commercial access requires sales engagement, and Final scope depends on platform modules, data/API needs, and firm implementation requirements.
  • Enterprise-only buying path: Pricing and entitlements are determined through sales engagement. There is no public self-serve price table.
Price
KuberaFrom $250/yr
Envestnet Wealth Management PlatformContact for pricing
Free tier
Paid only
Replacement
Partial replacement

Pricing checked 2026-08-23 via enterprise/contact.

Explore Envestnet platformCompare
Full review and details
8
Portfolio123 logo
Portfolio123Partial replacement
8
Portfolio123 logo
Partial replacement

Portfolio123

Analyst pickTested by us

Bottom line: Rules-based investors looking for point-in-time stock and ETF simulations.

Keep

  • Portfolio
  • Broker Connectors
  • APIs & Data Feeds
  • Blogs
  • Education

Gain

  • Screeners
  • Data Visualizations
  • Quant
  • Stock Ideas

Lose

  • Advisor Operations
  • Custom Dashboards
  • The net-worth dashboard connects global bank, brokerage, crypto, and other financial accounts through Plaid, Mastercard, MX, Yodlee, SnapTrade, Lean, Akahu, and Salt Edge. Users can also add assets manually.
  • Broad multi-asset coverage including bank accounts, stocks, bonds, funds, private-company equity via Carta, venture investments, crypto wallets and exchanges, DeFi assets, real estate, vehicles, precious metals and other alternatives.
  • Digital-asset engine that connects directly to major blockchains, exchanges and wallets, tracks DeFi, NFTs, staking and lending activity, categorizes stablecoins as cash equivalents and lets you view net worth over time in Bitcoin.

Watch out

  • Avoid as a full replacement if you rely on portfolio analytics, advisor client reporting, and market data API.
  • Free-plan limits: Signup required, Free Manage module is separate from paid Research, API, and DataMiner access, and General registration offers 30 days of screener and backtesting access without a payment card.
  • Advanced research is paid: Free Manage covers portfolio tracking. Time-limited access covers screener and backtesting use before a paid Research plan, while API and DataMiner require separate paid access.
Price
KuberaFrom $250/yr
Portfolio123Free • From $25/mo
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

Try Portfolio123Compare
Full review and details
9
Stock Rover logo
Stock RoverPartial replacement
9
Stock Rover logo
Partial replacement

Stock Rover

Tested by us

Bottom line: Individual investors looking for North American stock, ETF, and fund screening.

Keep

  • Portfolio
  • Broker Connectors
  • Blogs
  • Education

Gain

  • Stock Ideas
  • Screeners
  • ETF Screeners
  • Stock Comparison

Lose

  • APIs & Data Feeds
  • Advisor Operations
  • Custom Dashboards
  • The net-worth dashboard connects global bank, brokerage, crypto, and other financial accounts through Plaid, Mastercard, MX, Yodlee, SnapTrade, Lean, Akahu, and Salt Edge. Users can also add assets manually.
  • Broad multi-asset coverage including bank accounts, stocks, bonds, funds, private-company equity via Carta, venture investments, crypto wallets and exchanges, DeFi assets, real estate, vehicles, precious metals and other alternatives.

Watch out

  • Avoid as a full replacement if you rely on advisor client reporting, market data API, and long-term portfolio tracking.
  • Free-plan limits: Signup required, New signups can test Stock Rover through a 14-day free trial with no credit card required, and Free plan has monthly limits for Stock Scores and Research Reports.
  • North America-focused coverage: U.S. and Canadian exchange support plus OTC boards.
Price
KuberaFrom $250/yr
Stock RoverFree • From $34/mo
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

View Stock Rover plansCompare
Full review and details
10
Koyfin logo
KoyfinPartial replacement
10
Koyfin logo
Partial replacement

Koyfin

Analyst pickTested by us

Bottom line: Investors who want dashboards, charts, screeners, portfolios, news, and alerts in a web and mobile workspace.

Keep

  • Portfolio
  • Advisor Operations
  • Custom Dashboards

Gain

  • Screeners
  • ETF Screeners
  • Data Visualizations
  • Correlation

Lose

  • Broker Connectors
  • APIs & Data Feeds
  • Blogs
  • Education
  • The net-worth dashboard connects global bank, brokerage, crypto, and other financial accounts through Plaid, Mastercard, MX, Yodlee, SnapTrade, Lean, Akahu, and Salt Edge. Users can also add assets manually.

Watch out

  • Avoid as a full replacement if you rely on market data API, long-term portfolio tracking, and portfolio watchlists.
  • Free-plan limits: Signup required, Free plan includes limited watchlists, screens, dashboards, alerts, portfolios, financials, and estimates history, and New accounts receive a seven-day trial and then downgrade to Free without a charge.
  • No public API: Koyfin does not provide user-facing data access through an API.
Price
KuberaFrom $250/yr
KoyfinFree • From $468/yr
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

View Koyfin pricingCompare
Full review and details
11
Investing.com logo
Investing.comPartial replacement
11
Investing.com logo
Partial replacement

Investing.com

Analyst pickTested by us

Bottom line: Users looking for one free global market portal for quotes, charts, calendars, news, watchlists, and portfolio tracking.

Keep

  • Portfolio
  • Blogs
  • Education

Gain

  • Stock Ideas
  • Screeners
  • Stock Comparison
  • Data Visualizations

Lose

  • Broker Connectors
  • APIs & Data Feeds
  • Advisor Operations
  • Custom Dashboards
  • The net-worth dashboard connects global bank, brokerage, crypto, and other financial accounts through Plaid, Mastercard, MX, Yodlee, SnapTrade, Lean, Akahu, and Salt Edge. Users can also add assets manually.

Watch out

  • Avoid as a full replacement if you rely on portfolio analytics, advisor client reporting, and market data API.
  • Free-plan limits: Free access is ad-supported and does not include the full InvestingPro research layer, Free WarrenAI access is limited to 10 lifetime messages and requires an account; paid plans include 50 or 500 credits per month, and ProPicks, premium reports, and deeper datasets are plan-gated.
  • Not a broker or API product: Investing.com does not provide trade execution or a public API. Widgets and RSS are its public integration methods.
Price
KuberaFrom $250/yr
Investing.comFree • From $13.99/mo
Free tier
Free, no signup
Replacement
Partial replacement

Pricing checked 2026-08-05 via pricing.

View InvestingProCompare
Full review and details
12
TradingView logo
TradingViewPartial replacement
12
TradingView logo
Partial replacement

TradingView

Analyst pickTested by us

Bottom line: Traders and investors looking for charting, alerts, screeners, and market coverage across many asset classes.

Keep

  • Portfolio
  • Broker Connectors
  • Blogs
  • Education

Gain

  • Data Visualizations
  • Quant
  • Screeners
  • ETF Screeners

Lose

  • APIs & Data Feeds
  • Advisor Operations
  • Custom Dashboards
  • The net-worth dashboard connects global bank, brokerage, crypto, and other financial accounts through Plaid, Mastercard, MX, Yodlee, SnapTrade, Lean, Akahu, and Salt Edge. Users can also add assets manually.
  • Broad multi-asset coverage including bank accounts, stocks, bonds, funds, private-company equity via Carta, venture investments, crypto wallets and exchanges, DeFi assets, real estate, vehicles, precious metals and other alternatives.

Watch out

  • Avoid as a full replacement if you rely on portfolio analytics, advisor client reporting, and market data API.
  • Free-plan limits: Signup required, Basic tier limits charts per tab, indicators, alerts, watchlists, and historical bars, and Some real-time exchange data is sold separately from platform plans.
  • Real-time market data can require add-ons: Optional real-time quote subscriptions and exchange-specific data fees.
Price
KuberaFrom $250/yr
TradingViewFree • From $12.95/mo
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

Open TradingViewCompare
Full review and details
13
Stock Analysis logo
Stock AnalysisPartial replacement
13
Stock Analysis logo
Partial replacement

Stock Analysis

Analyst pickTested by us

Bottom line: Regular investors looking for fast stock and fund research pages, screeners, comparisons, watchlists, and market calendars.

Keep

  • Portfolio
  • Broker Connectors
  • Blogs
  • Education

Gain

  • Stock Ideas
  • Screeners
  • ETF Screeners
  • Top Analysts

Lose

  • APIs & Data Feeds
  • Advisor Operations
  • Custom Dashboards
  • The net-worth dashboard connects global bank, brokerage, crypto, and other financial accounts through Plaid, Mastercard, MX, Yodlee, SnapTrade, Lean, Akahu, and Salt Edge. Users can also add assets manually.
  • Broad multi-asset coverage including bank accounts, stocks, bonds, funds, private-company equity via Carta, venture investments, crypto wallets and exchanges, DeFi assets, real estate, vehicles, precious metals and other alternatives.

Watch out

  • Avoid as a full replacement if you rely on portfolio analytics, advisor client reporting, and market data API.
  • Free-plan limits: Free access is ad-supported, Free exports and financial history are limited compared with Pro and Unlimited, and Free accounts allow 10 active alerts. Brokerage sync, full ETF holdings, and advanced analyst filtering require paid plans.
  • No public API: Stock Analysis does not currently offer API access.
Price
KuberaFrom $250/yr
Stock AnalysisFree • From $79/yr
Free tier
Free, no signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

Try Stock Analysis ProCompare
Full review and details
14
getquin logo
getquinPartial replacement
14
getquin logo
Partial replacement

getquin

Bottom line: European retail investors looking for a social, mobile-friendly portfolio and net-worth tracker.

Keep

  • Portfolio
  • Broker Connectors
  • Education

Gain

  • Watchlist
  • Institutional Ownership
  • Stock Ideas
  • Market Sentiment

Lose

  • APIs & Data Feeds
  • Advisor Operations
  • Custom Dashboards
  • Blogs
  • The net-worth dashboard connects global bank, brokerage, crypto, and other financial accounts through Plaid, Mastercard, MX, Yodlee, SnapTrade, Lean, Akahu, and Salt Edge. Users can also add assets manually.

Watch out

  • Avoid as a full replacement if you rely on advisor client reporting, market data API, and backtesting and quant research.
  • Free-plan limits: Signup required, Core portfolio tracking is free to download/use, and Premium pricing varies by app store and region.
  • Premium entitlements are not fully public: Getquin premium is available via in-app purchases, but exact feature gating is not fully documented publicly.
Price
KuberaFrom $250/yr
getquinFree • From $99.99/yr
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-06-21 via appStore.

Open getquinCompare
Full review and details
15
Fiscal.ai logo
Fiscal.aiPartial replacement
15
Fiscal.ai logo
Partial replacement

Fiscal.ai

Analyst pickTested by us

Bottom line: Investors who want AI-assisted company research backed by financials, estimates, transcripts, filings, and dashboards.

Keep

  • Portfolio
  • APIs & Data Feeds
  • Blogs
  • Education

Gain

  • Stock Ideas
  • Screeners
  • Stock Comparison
  • Data Visualizations

Lose

  • Broker Connectors
  • Advisor Operations
  • Custom Dashboards
  • The net-worth dashboard connects global bank, brokerage, crypto, and other financial accounts through Plaid, Mastercard, MX, Yodlee, SnapTrade, Lean, Akahu, and Salt Edge. Users can also add assets manually.
  • Broad multi-asset coverage including bank accounts, stocks, bonds, funds, private-company equity via Carta, venture investments, crypto wallets and exchanges, DeFi assets, real estate, vehicles, precious metals and other alternatives.

Watch out

  • Avoid as a full replacement if you rely on portfolio analytics, advisor client reporting, and market data API.
  • Free-plan limits: Signup required, Free terminal access has dashboard, history, event, and AI prompt limits, and Free API access covers 100 companies, 50 requests per minute, and 250 requests per day.
  • Free access is limited: The free API is limited to 100 companies, 50 requests per minute, and 250 requests per day. Deeper history, exports, and some datasets require paid plans.
Price
KuberaFrom $250/yr
Fiscal.aiFree • From $39/mo
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

Try Fiscal.aiCompare
Full review and details
16
Interactive Brokers (IBKR) logo
Interactive Brokers (IBKR)Partial replacement
16
Interactive Brokers (IBKR) logo
Partial replacement

Interactive Brokers (IBKR)

Analyst pickTested by us

Bottom line: Active investors who need global multi-asset access, advanced orders, APIs, and volume-based commissions.

Keep

  • Portfolio
  • APIs & Data Feeds

Gain

  • Brokerage
  • Advanced Order Types
  • Smart/Direct Routing
  • Paper Trading

Lose

  • Broker Connectors
  • Advisor Operations
  • Custom Dashboards
  • Blogs
  • Education

Watch out

  • Avoid as a full replacement if you rely on advisor client reporting, market data API, and long-term portfolio tracking.
  • Free-plan limits: Signup required, Brokerage account has no recurring platform fee in the profile, but trading commissions and add-on fees vary by product, and Real-time market data and Level II data generally require subscriptions.
  • Commission and market-data details vary by market: The record contains separate stock, ETF, options, futures, crypto, and market-data pricing notes by region and product.
Price
KuberaFrom $250/yr
Interactive Brokers (IBKR)Transaction-priced · Fees vary by offer and jurisdiction
Free tier
Paid only
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

Open IBKR accountCompare
Full review and details
17
Snowball Analytics logo
Snowball AnalyticsPartial replacement
17
Snowball Analytics logo
Partial replacement

Snowball Analytics

Bottom line: Investors tracking several asset types, currencies, or brokerage accounts in one portfolio record.

Keep

  • Portfolio
  • Broker Connectors

Gain

  • Watchlist
  • Backtesting
  • Dividends
  • Dividend Tax / ADR Withholding

Lose

  • APIs & Data Feeds
  • Advisor Operations
  • Custom Dashboards
  • Blogs
  • Education

Watch out

  • Avoid as a full replacement if you rely on advisor client reporting, market data API, and portfolio watchlists.
  • Free-plan limits: Signup required, Free plan has portfolio, holding, custom asset, watchlist, and history limits, and Paid plans have a 14-day trial with no credit card required.
  • Free plan is intentionally limited: Free access is capped at one portfolio, 10 holdings, one custom asset, one watchlist, and shorter history.
Price
KuberaFrom $250/yr
Snowball AnalyticsFree • From $79.99/yr
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

Try Snowball AnalyticsCompare
Full review and details
18
Wealthfolio logo
WealthfolioPartial replacement
18
Wealthfolio logo
Partial replacement

Wealthfolio

Bottom line: Privacy-conscious long-term investors looking for portfolio, net-worth, spending, and retirement-planning workflows in a local database they control.

Keep

  • Portfolio
  • Broker Connectors
  • Custom Dashboards

Gain

  • Data Visualizations
  • Performance Attribution
  • Risk Metrics
  • Monte Carlo

Lose

  • APIs & Data Feeds
  • Advisor Operations
  • Blogs
  • Education
  • The net-worth dashboard connects global bank, brokerage, crypto, and other financial accounts through Plaid, Mastercard, MX, Yodlee, SnapTrade, Lean, Akahu, and Salt Edge. Users can also add assets manually.

Watch out

  • Avoid as a full replacement if you rely on advisor client reporting, market data API, and portfolio watchlists.
  • Free-plan limits: The AGPL-3.0 core app is free, uses pay-what-you-want downloads, and does not require an account, Free use relies on manual tracking or CSV imports; automatic brokerage and device sync require Wealthfolio Connect, and Self-hosted use requires the user to supply and maintain the server, authentication, secrets, backups, and updates.
  • No native Android app: Native Android is planned but not available. Android users currently need the progressive web app from a self-hosted Wealthfolio instance.
Price
KuberaFrom $250/yr
WealthfolioFree • From $3.99/mo
Free tier
Free, no signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

Download WealthfolioCompare
Full review and details
19
Charles Schwab logo
Charles SchwabPartial replacement
19
Charles Schwab logo
Partial replacement

Charles Schwab

Bottom line: U.S. investors who want brokerage, trading platforms, research, tax workflows, and several asset classes in one account.

Keep

  • Portfolio
  • APIs & Data Feeds
  • Blogs

Gain

  • Brokerage
  • Watchlist
  • Options
  • Paper Trading

Lose

  • Broker Connectors
  • Advisor Operations
  • Custom Dashboards
  • Education
  • The net-worth dashboard connects global bank, brokerage, crypto, and other financial accounts through Plaid, Mastercard, MX, Yodlee, SnapTrade, Lean, Akahu, and Salt Edge. Users can also add assets manually.

Watch out

  • Avoid as a full replacement if you rely on advisor client reporting, market data API, and long-term portfolio tracking.
  • Free-plan limits: Signup required, Brokerage use requires an approved Schwab account, and Options, futures, forex, margin, and API workflows require separate approval or authorization.
  • Advanced products need approval: Options, futures, forex, margin, and crypto access have separate approval, risk, and eligibility requirements.
Price
KuberaFrom $250/yr
Charles SchwabTransaction-priced · Fees vary by offer and jurisdiction
Free tier
Paid only
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

Open Schwab accountCompare
Full review and details
20
YCharts logo
YChartsPartial replacement
20
YCharts logo
Partial replacement

YCharts

Tested by us

Bottom line: Financial advisors and asset managers who need portfolio analytics, proposals, reports, and client-ready visuals.

Keep

  • Portfolio
  • Broker Connectors
  • Advisor Operations

Gain

  • Screeners
  • Stock Comparison
  • ETF Comparison
  • Data Visualizations

Lose

  • APIs & Data Feeds
  • Custom Dashboards
  • Blogs
  • Education
  • The net-worth dashboard connects global bank, brokerage, crypto, and other financial accounts through Plaid, Mastercard, MX, Yodlee, SnapTrade, Lean, Akahu, and Salt Edge. Users can also add assets manually.

Watch out

  • Avoid as a full replacement if you rely on market data API, long-term portfolio tracking, and portfolio watchlists.
  • Free-plan limits: Signup required, Trial-only access, and Current public plans page is quote-led rather than self-serve.
  • Pricing is sales-led: The current plans page directs buyers to call or schedule a pricing conversation.
Price
KuberaFrom $250/yr
YChartsFrom $3000/yr
Free tier
Free trial only
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

Schedule YCharts conversationCompare
Full review and details

What This Shortlist Tells You

Start with the Kubera workflow you would move: global aggregation, private assets, crypto, real estate, documents, beneficiaries, advisor portals, or API access.

Check connector coverage, multi-currency support, sharing controls, estate workflows, and pricing before moving a complex balance sheet.

Choose a simpler tracker only if household complexity, alternatives, and advisor-style workflows are not central.

Coverage Snapshot

Where alternatives already align

Most shared categories across the top matches.

Portfolio×19Broker Connectors×15APIs & Data Feeds×11Blogs×10Education×9Advisor Operations×8Custom Dashboards×5

New angles introduced

Categories the alternatives add beyond Kubera.

Watchlist+13Alerts+12Data Visualizations+11News+11Screeners+11AI Research+9Calendar+9Dividends+9

Access & Pricing

Free options

12/20

12 picks introduce a free tier you can start with.

Mobile ready

17/20

17 matches support mobile alongside Kubera.

API availability

11/20

11 of the shortlisted tools expose API endpoints for automation-heavy workflows.

Quality checks

8 starred / 10 tested

8 tools are flagged as analyst picks; 10 have been hands-on tested.

Avg. coverage overlap

55%

Average percentage of categories shared with the base tool.

Frequently Asked Questions

What are the best alternatives to Kubera?

Kubera users most often consider Sharesight, GuruFocus, and Masttro as their go-to alternatives.

Which alternatives keep a free tier?

Sharesight, GuruFocus, Portfolio123, Stock Rover, Koyfin, Investing.com, TradingView, Stock Analysis, getquin, Fiscal.ai, Snowball Analytics, and Wealthfolio offer a free plan or trial option, making them easy to test before committing to a paid subscription.

Which workflows do the top Kubera alternatives cover?

Expect deep coverage across Advisor Operations, APIs & Data Feeds, Blogs, Broker Connectors, Custom Dashboards, Education, and Portfolio, so you can port most Kubera workflows without much friction.

Keep Exploring

Wide Moat StocksBrowse the current moat score ranking and company-level moat notes.
Short InterestDaily tracker for heavily shorted stocks and short squeeze candidates.
Stock RankingsBacktested ranking systems for quality, value, momentum, and more.
Investing BooksBooks behind value investing, quality investing, moats, and market behavior.
Live AnalyticsSee what users are clicking, searching, and voting for across the site.
Research ToolsFind screeners, data platforms, portfolio trackers, and research tools.

Feedback

Missing an alternative, or is a listing out of date? Tell me and I will look.

Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.