Sharesight is the closest drop-in replacement with overlapping coverage in Portfolio, Broker Connectors, and Data APIs while adding Risk Metrics and Performance Attribution coverage, Global multi‑asset portfolio and dividend tracker that automatically tracks price, performance and dividends for 700k+ stocks, ETFs, funds and crypto across 60+ markets, with support for cash accounts and property in one view. and Connects to 200+ brokers and finance apps (including Trading 212, Hargreaves Lansdown and Interactive Brokers) so trades can be imported directly, or via CSV/manual workflows when brokers are unsupported. features, and a free tier (category overlap ~63%).
VOL. XCIV, NO. 247
★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★
PRICE: 5 CENTS
Thursday, December 11, 2025
Free programmatic picks
Free Alternatives to Kubera
Zero-cost replacements ranked by category overlap, pricing, and platform access. Use this list to test Kubera before paying for another subscription.
View standard alternativesQuick takeaways
Every pick keeps a free tier; start with Sharesight, TradingView, and Portfolio123 to road-test Kubera workflows without paying up front.
Round out your stack with new coverage areas like Risk Metrics, Performance Attribution, Downloadable Tax Reports, and Capital Gains Estimator.
Similarity score 1453Category overlap: 63%
Shared coverage
PortfolioBroker ConnectorsData APIsAPIs & SDKsClient Portal & Mobile App
Assets: Stocks, Bonds, and ETFs
Experience: Intermediate and Advanced
Platforms: Web, Mobile, and API
Pricing: Subscription
Why investors switch
- Sharesight keeps a free tier, so you can replicate Kubera workflows without upgrading.
- Expands into Risk Metrics, Performance Attribution, and Downloadable Tax Reports coverage beyond what Kubera offers.
- Standout features include Global multi‑asset portfolio and dividend tracker that automatically tracks price, performance and dividends for 700k+ stocks, ETFs, funds and crypto across 60+ markets, with support for cash accounts and property in one view., Connects to 200+ brokers and finance apps (including Trading 212, Hargreaves Lansdown and Interactive Brokers) so trades can be imported directly, or via CSV/manual workflows when brokers are unsupported., and Rich reporting suite for performance and risk, including performance, multi‑period, diversity, exposure, contribution analysis and drawdown risk reports, plus benchmarking against indices or individual securities..
- Pair it with Kubera if you still need Custom Dashboards, Blogs, and Education.
Adds coverage: Risk Metrics, Performance Attribution, Downloadable Tax Reports, and Capital Gains Estimator
Standout features: Global multi‑asset portfolio and dividend tracker that automatically tracks price, performance and dividends for 700k+ stocks, ETFs, funds and crypto across 60+ markets, with support for cash accounts and property in one view., Connects to 200+ brokers and finance apps (including Trading 212, Hargreaves Lansdown and Interactive Brokers) so trades can be imported directly, or via CSV/manual workflows when brokers are unsupported., Rich reporting suite for performance and risk, including performance, multi‑period, diversity, exposure, contribution analysis and drawdown risk reports, plus benchmarking against indices or individual securities., and Tax‑aware reporting with CGT, unrealised CGT, taxable income, traders tax and other country‑specific reports, driven by each portfolio’s tax residency setting.
Similarity score 1355Category overlap: 63%
Shared coverage
PortfolioBroker ConnectorsAPIs & SDKsBlogsEducation
Assets: Stocks, Bonds, and ETFs
Experience: Intermediate and Advanced
Platforms: Web, Mobile, and Desktop
Pricing: Subscription
Why investors switch
- TradingView keeps a free tier, so you can replicate Kubera workflows without upgrading.
- Expands into Screeners, ETF Screeners, and Data Visualizations coverage beyond what Kubera offers.
- Standout features include Advanced multi‑asset charting with 20+ chart types, minute‑ and second‑level history, 400+ built‑in indicators, 100K+ community indicators, and 110+ smart drawing tools across web, desktop, and mobile., Comprehensive technical toolset including volume profile and footprint, candlestick pattern recognition, auto chart patterns, Seasonals, and intraday charts based on custom spread formulas., and Cloud‑based alerts for prices, indicators, strategies, drawings, and watchlists, with multi‑condition logic, second‑based triggers, and delivery via browser pop‑ups, email, TradingView apps, and webhooks..
- Pair it with Kubera if you still need Data APIs, Client Portal & Mobile App, and Custom Dashboards.
Adds coverage: Screeners, ETF Screeners, Data Visualizations, and Options & Derivatives
Standout features: Advanced multi‑asset charting with 20+ chart types, minute‑ and second‑level history, 400+ built‑in indicators, 100K+ community indicators, and 110+ smart drawing tools across web, desktop, and mobile., Comprehensive technical toolset including volume profile and footprint, candlestick pattern recognition, auto chart patterns, Seasonals, and intraday charts based on custom spread formulas., Cloud‑based alerts for prices, indicators, strategies, drawings, and watchlists, with multi‑condition logic, second‑based triggers, and delivery via browser pop‑ups, email, TradingView apps, and webhooks., and Global multi‑asset screeners (stocks, ETFs, bonds, crypto coins, CEX and DEX pairs) with 400+ filter fields, multiple timeframes, auto‑refresh, and data export for external analysis.
Similarity score 1254Category overlap: 75%
Shared coverage
PortfolioBroker ConnectorsData APIsAPIs & SDKsBlogsEducation
Assets: Stocks and ETFs
Experience: Intermediate and Advanced
Platforms: Web, Desktop, and API
Pricing: Subscription
Why investors switch
- Portfolio123 keeps a free tier, so you can replicate Kubera workflows without upgrading.
- Expands into Screeners, Data Visualizations, and Quant coverage beyond what Kubera offers.
- Standout features include Web‑based quant research terminal for building multifactor ranking systems, stock/ETF screens, and complete rules‑based strategies with no programming, powered by point‑in‑time FactSet data and marketed as free of survivorship and look‑ahead bias., Supports realistic simulations and backtests over roughly 20 years of history for US, Canadian, and European equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “Book of Strategies” to combine and analyze correlated systems., and Stock & ETF coverage uses fundamentals, estimates, corporate actions, plus industry/sector classification, with “over 15,000 current US, Canadian, and European stocks” and many more historical issues..
- Pair it with Kubera if you still need Client Portal & Mobile App and Custom Dashboards.
Adds coverage: Screeners, Data Visualizations, Quant, and Stock Ideas
Standout features: Web‑based quant research terminal for building multifactor ranking systems, stock/ETF screens, and complete rules‑based strategies with no programming, powered by point‑in‑time FactSet data and marketed as free of survivorship and look‑ahead bias., Supports realistic simulations and backtests over roughly 20 years of history for US, Canadian, and European equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “Book of Strategies” to combine and analyze correlated systems., Stock & ETF coverage uses fundamentals, estimates, corporate actions, plus industry/sector classification, with “over 15,000 current US, Canadian, and European stocks” and many more historical issues., and AI Factor lets users train machine‑learning factors and plug them into ranking systems and strategies alongside traditional factors, with supporting API endpoints.
Similarity score 1242Category overlap: 50%
Shared coverage
PortfolioCustom DashboardsBlogsEducation
Assets: Stocks, Bonds, and ETFs
Experience: Intermediate and Advanced
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- Koyfin keeps a free tier, so you can replicate Kubera workflows without upgrading.
- Expands into Screeners, ETF Screeners, and Data Visualizations coverage beyond what Kubera offers.
- Standout features include Global multi‑asset data terminal covering equities, ETFs, mutual funds, indices, government bond yields, FX, commodities, cryptocurrencies, news, transcripts and global economics in one interface, with financials, margins, consensus estimates and valuation ratios for all global stocks., Combination of live, 15‑minute delayed and end‑of‑day pricing: live/15‑minute delayed US equities & ETFs, 15‑minute delayed Canadian equities, end‑of‑day prices for other equity markets, live FX for ~60 pairs and bitcoin, plus live bond yields for 45 countries and yield curves for 20 countries., and Customizable watchlists, dashboards and macro dashboards with table views, historical graphs and scatter charts so you can monitor price, valuation, technicals, news and macro series in a single workspace..
- Pair it with Kubera if you still need Broker Connectors, Data APIs, and APIs & SDKs.
Adds coverage: Screeners, ETF Screeners, Data Visualizations, and Stock Comparison
Standout features: Global multi‑asset data terminal covering equities, ETFs, mutual funds, indices, government bond yields, FX, commodities, cryptocurrencies, news, transcripts and global economics in one interface, with financials, margins, consensus estimates and valuation ratios for all global stocks., Combination of live, 15‑minute delayed and end‑of‑day pricing: live/15‑minute delayed US equities & ETFs, 15‑minute delayed Canadian equities, end‑of‑day prices for other equity markets, live FX for ~60 pairs and bitcoin, plus live bond yields for 45 countries and yield curves for 20 countries., Customizable watchlists, dashboards and macro dashboards with table views, historical graphs and scatter charts so you can monitor price, valuation, technicals, news and macro series in a single workspace., and Equity, ETF and mutual fund screeners with thousands of filter criteria, percentile ranks, description search operators and saved “My Screens” views for repeatable idea generation.
Similarity score 1201Category overlap: 63%
Shared coverage
PortfolioData APIsAPIs & SDKsBlogsEducation
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- Fiscal.ai keeps a free tier, so you can replicate Kubera workflows without upgrading.
- Expands into Screeners, Stock Comparison, and Data Visualizations coverage beyond what Kubera offers.
- Standout features include Modern web-based research terminal with dashboards, customizable watchlists, portfolio stats, and fundamental charting for 100,000+ global stocks, ETFs, and funds., Deep fundamental coverage: 10–20+ years of annual and 6–40+ quarters of quarterly financials by plan, with ratios, common-size statements, and adjusted metrics., and Rich segment & KPI database across ~2,300 large-cap names, including company-specific business KPIs that are hard to aggregate manually..
- Pair it with Kubera if you still need Broker Connectors, Client Portal & Mobile App, and Custom Dashboards.
Adds coverage: Screeners, Stock Comparison, Data Visualizations, and Watchlist
Standout features: Modern web-based research terminal with dashboards, customizable watchlists, portfolio stats, and fundamental charting for 100,000+ global stocks, ETFs, and funds., Deep fundamental coverage: 10–20+ years of annual and 6–40+ quarters of quarterly financials by plan, with ratios, common-size statements, and adjusted metrics., Rich segment & KPI database across ~2,300 large-cap names, including company-specific business KPIs that are hard to aggregate manually., and AI Copilot for conversational research, capable of summarizing earnings, screening for ideas, comparing peers, and explaining drivers with citations back to sources.
Similarity score 1118Category overlap: 50%
Shared coverage
PortfolioData APIsBlogsEducation
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web, Mobile, and Desktop
Pricing: Subscription
Why investors switch
- GuruFocus keeps a free tier, so you can replicate Kubera workflows without upgrading.
- Expands into Screeners, Stock Ideas, and Stock Comparison coverage beyond what Kubera offers.
- Standout features include Global value-investing research platform covering ~100,000 stocks in ~100 markets plus 8,000+ institutional investors and 15,000+ mutual funds holdings, designed to provide historical financial and valuation data for long-term investors., All-in-One Screener offers 500+ fundamental, valuation, profitability, growth, dividend, guru and insider filters, supports custom filters/formulas and screening by regions, countries, exchanges and user portfolios., and Stock pages combine up to 30-year financial statements, valuation ratios, proprietary GF Score (quality, value, growth, momentum and GF value), dividend data, ownership, operating/segment metrics, filings, transcripts, PDF reports and downloadable charts/tables..
- Pair it with Kubera if you still need Broker Connectors, APIs & SDKs, and Client Portal & Mobile App.
Adds coverage: Screeners, Stock Ideas, Stock Comparison, and Data Visualizations
Standout features: Global value-investing research platform covering ~100,000 stocks in ~100 markets plus 8,000+ institutional investors and 15,000+ mutual funds holdings, designed to provide historical financial and valuation data for long-term investors., All-in-One Screener offers 500+ fundamental, valuation, profitability, growth, dividend, guru and insider filters, supports custom filters/formulas and screening by regions, countries, exchanges and user portfolios., Stock pages combine up to 30-year financial statements, valuation ratios, proprietary GF Score (quality, value, growth, momentum and GF value), dividend data, ownership, operating/segment metrics, filings, transcripts, PDF reports and downloadable charts/tables., and Guru and institutional tools track portfolios and trades of thousands of investors, including real-time guru picks, 13F and 13D/13G data for all institutional investors (PremiumPlus+), mutual fund holdings, sector/geographic trends, ETF and options holdings.
#7 Alternative
Analyst PickHands-on TestedFree Tier
Similarity score 1073Category overlap: 38%
Shared coverage
Data APIsAPIs & SDKsEducation
Assets: Stocks, Bonds, and ETFs
Experience: Intermediate and Advanced
Platforms: Web and API
Why investors switch
- SEC EDGAR - Company Filings (Full‑Text Search & Search Filings) keeps a free tier, so you can replicate Kubera workflows without upgrading.
- Expands into Regulatory Filings Monitoring, IPO, and Secondary Offerings coverage beyond what Kubera offers.
- Standout features include Full‑Text Search (since 2001) with fielded filters: word/phrase, company/ticker/CIK/person, filing category/types, filed date ranges, ‘principal executive offices in’ and ‘incorporated in’., ‘Latest Filings’ list shows filings as they are submitted (with RSS for any filter; ownership Forms 3/4/5 can be included/excluded/only)., and Company Search with ‘more search options’, plus dedicated searches for Mutual Funds (prospectuses/proxy voting) and Variable Insurance Products..
- Pair it with Kubera if you still need Portfolio, Broker Connectors, and Client Portal & Mobile App.
Adds coverage: Regulatory Filings Monitoring, IPO, Secondary Offerings, and Insider Data
Standout features: Full‑Text Search (since 2001) with fielded filters: word/phrase, company/ticker/CIK/person, filing category/types, filed date ranges, ‘principal executive offices in’ and ‘incorporated in’., ‘Latest Filings’ list shows filings as they are submitted (with RSS for any filter; ownership Forms 3/4/5 can be included/excluded/only)., Company Search with ‘more search options’, plus dedicated searches for Mutual Funds (prospectuses/proxy voting) and Variable Insurance Products., and CIK Lookup & helper datasets (company_tickers*.json) to map tickers↔CIK (company/fund/series/class).
Similarity score 1066Category overlap: 50%
Shared coverage
PortfolioBroker ConnectorsBlogsEducation
Assets: Stocks, Bonds, and ETFs
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Ziggma keeps a free tier, so you can replicate Kubera workflows without upgrading.
- Expands into Watchlist, Stock Ideas, and Screeners coverage beyond what Kubera offers.
- Standout features include Broker‑agnostic web portfolio tracker that consolidates multiple brokerage, IRA and 401(k) accounts into a single dashboard with performance, allocation, income and risk analytics for individual and combined portfolios., Secure account linking to 10,000+ banks and brokers (including Fidelity, Schwab, Robinhood, Webull, Coinbase and many plan sponsors) via Plaid and Snaptrade using OAuth; Ziggma never sees or stores login credentials and encrypts holdings data., and Dividend Tracker that aggregates cash flows and forward income across all linked accounts, monitors portfolio yield and payment timing, and lets users drill into income by holding..
- Pair it with Kubera if you still need Data APIs, APIs & SDKs, and Client Portal & Mobile App.
Adds coverage: Watchlist, Stock Ideas, Screeners, and ETF Screeners
Standout features: Broker‑agnostic web portfolio tracker that consolidates multiple brokerage, IRA and 401(k) accounts into a single dashboard with performance, allocation, income and risk analytics for individual and combined portfolios., Secure account linking to 10,000+ banks and brokers (including Fidelity, Schwab, Robinhood, Webull, Coinbase and many plan sponsors) via Plaid and Snaptrade using OAuth; Ziggma never sees or stores login credentials and encrypts holdings data., Dividend Tracker that aggregates cash flows and forward income across all linked accounts, monitors portfolio yield and payment timing, and lets users drill into income by holding., and Algorithm‑powered Ziggma Stock Scores—daily updated, fully fundamentals‑driven 0–100 ratings based on dozens of indicators for growth, profitability, valuation and financial strength for all US stocks above $100m market cap—plus a Top 50 list of high‑scoring stocks in fast‑growing industries.
Similarity score 1050Category overlap: 25%
Shared coverage
PortfolioBroker Connectors
Assets: Stocks, Bonds, and ETFs
Experience: Intermediate and Advanced
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- Snowball Analytics keeps a free tier, so you can replicate Kubera workflows without upgrading.
- Expands into Watchlist, Backtesting, and Dividend coverage beyond what Kubera offers.
- Standout features include Dividend-focused global portfolio tracker that consolidates multiple brokerage accounts, custom assets and cash into one view, including composite “My Net Worth” portfolios for combined analytics., Supports wide asset coverage including stocks, ETFs, mutual funds, REITs, bonds, digital currencies, precious metals and custom assets such as real estate and alternative investments, across 60–70+ global exchanges and 25–30+ currencies., and Flexible data import via 1,000+ broker connections through Yodlee/SnapTrade, broker statement/CSV uploads and manual entry (including a simplified “holdings only” mode), with nightly sync and manual refresh controls..
- Pair it with Kubera if you still need Data APIs, APIs & SDKs, and Client Portal & Mobile App.
Adds coverage: Watchlist, Backtesting, Dividend, and Dividends
Standout features: Dividend-focused global portfolio tracker that consolidates multiple brokerage accounts, custom assets and cash into one view, including composite “My Net Worth” portfolios for combined analytics., Supports wide asset coverage including stocks, ETFs, mutual funds, REITs, bonds, digital currencies, precious metals and custom assets such as real estate and alternative investments, across 60–70+ global exchanges and 25–30+ currencies., Flexible data import via 1,000+ broker connections through Yodlee/SnapTrade, broker statement/CSV uploads and manual entry (including a simplified “holdings only” mode), with nightly sync and manual refresh controls., and User-defined category system and target allocations help plan strategy, structure portfolios and power a rebalancing tool that suggests trades to keep allocations on target.
Similarity score 1035Category overlap: 38%
Shared coverage
PortfolioBroker ConnectorsEducation
Assets: Stocks, ETFs, and Cryptos
Experience: Intermediate
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- getquin keeps a free tier, so you can replicate Kubera workflows without upgrading.
- Expands into Watchlist, Investor Holdings, and Stock Ideas coverage beyond what Kubera offers.
- Standout features include Real-time portfolio and net-worth tracker that aggregates investments, bank accounts and other assets into a single view, with portfolio performance and breakdowns across assets, brokers and wallets., Supports tracking of many asset classes in one dashboard, including stocks, ETFs, funds, DeFi investments, real estate, angel investments, luxury collectibles, art, commodities and other alternative assets., and Lets users link brokerage and bank accounts via secure API/open-banking connections, while also supporting manual asset entry and PDF-based imports for some brokers such as Trade Republic..
- Pair it with Kubera if you still need Data APIs, APIs & SDKs, and Client Portal & Mobile App.
Adds coverage: Watchlist, Investor Holdings, Stock Ideas, and Market Sentiment
Standout features: Real-time portfolio and net-worth tracker that aggregates investments, bank accounts and other assets into a single view, with portfolio performance and breakdowns across assets, brokers and wallets., Supports tracking of many asset classes in one dashboard, including stocks, ETFs, funds, DeFi investments, real estate, angel investments, luxury collectibles, art, commodities and other alternative assets., Lets users link brokerage and bank accounts via secure API/open-banking connections, while also supporting manual asset entry and PDF-based imports for some brokers such as Trade Republic., and Built-in dividend tracker and calendar that shows cumulative payouts, forward dividend forecasts, year-on-year growth rates and dividend yield, plus a personal dividend calendar within the portfolio.
Similarity score 1017Category overlap: 38%
Shared coverage
Data APIsAPIs & SDKsEducation
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- Alpha Vantage keeps a free tier, so you can replicate Kubera workflows without upgrading.
- Expands into News, News Sentiment, and Market Sentiment coverage beyond what Kubera offers.
- Standout features include Cloud-native REST APIs for realtime and historical financial data across global stocks, ETFs, mutual funds, FX, cryptocurrencies, commodities, technical indicators and macroeconomic indicators in a single unified portfolio of endpoints., Global equity time series APIs (daily, weekly, monthly and intraday 1–60 minute bars) with 20+ years of history, optional split/dividend-adjusted prices, and support for extended trading hours where available., and US options data APIs providing realtime and historical option chains with 15+ years of history, full market/volume coverage, and optional Greeks and implied volatility fields in JSON or CSV..
- Pair it with Kubera if you still need Portfolio, Broker Connectors, and Client Portal & Mobile App.
Adds coverage: News, News Sentiment, Market Sentiment, and Calendar
Standout features: Cloud-native REST APIs for realtime and historical financial data across global stocks, ETFs, mutual funds, FX, cryptocurrencies, commodities, technical indicators and macroeconomic indicators in a single unified portfolio of endpoints., Global equity time series APIs (daily, weekly, monthly and intraday 1–60 minute bars) with 20+ years of history, optional split/dividend-adjusted prices, and support for extended trading hours where available., US options data APIs providing realtime and historical option chains with 15+ years of history, full market/volume coverage, and optional Greeks and implied volatility fields in JSON or CSV., and Fundamental data suite covering company overview, income statement, balance sheet, cash flow, dividends, splits, shares outstanding, ETF profile & holdings, listing/delisting status, earnings history, earnings estimates, and earnings/IPO calendars.
Similarity score 1005Category overlap: 38%
Shared coverage
PortfolioBlogsEducation
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web, Mobile, and Desktop
Pricing: Subscription
Why investors switch
- Stock Analysis keeps a free tier, so you can replicate Kubera workflows without upgrading.
- Expands into Stock Ideas, Screeners, and ETF Screeners coverage beyond what Kubera offers.
- Standout features include Covers 120,000+ global stocks and funds with quotes, news, financials, forecasts, charts, and statistics, aiming to be “the internet’s best source of free stock data and information for regular investors.”, Global coverage for stocks and ETFs, with 100,000+ tradable symbols across major U.S. exchanges (NASDAQ, NYSE, CBOE, OTC Markets) and many international markets; goal is to list every tradable stock in the world., and Individual stock pages combine real-time or delayed prices, key stats, full financial statements (income, balance sheet, cash flow), ratios, KPIs, dividend history, long price history, interactive technical charts, and company profiles..
- Pair it with Kubera if you still need Broker Connectors, Data APIs, and APIs & SDKs.
Adds coverage: Stock Ideas, Screeners, ETF Screeners, and Top Analysts
Standout features: Covers 120,000+ global stocks and funds with quotes, news, financials, forecasts, charts, and statistics, aiming to be “the internet’s best source of free stock data and information for regular investors.”, Global coverage for stocks and ETFs, with 100,000+ tradable symbols across major U.S. exchanges (NASDAQ, NYSE, CBOE, OTC Markets) and many international markets; goal is to list every tradable stock in the world., Individual stock pages combine real-time or delayed prices, key stats, full financial statements (income, balance sheet, cash flow), ratios, KPIs, dividend history, long price history, interactive technical charts, and company profiles., and Three real-time screeners (stocks, ETFs, IPOs) with 200+ indicators and filters, including country, exchange, sector, industry, index membership, dates (e.g., IPO date, ex‑dividend), and performance/valuation metrics; results update live as filters change.
Similarity score 1002Category overlap: 50%
Shared coverage
PortfolioBroker ConnectorsBlogsEducation
Assets: Stocks, ETFs, and Funds
Experience: Intermediate and Advanced
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- Simply Wall St keeps a free tier, so you can replicate Kubera workflows without upgrading.
- Expands into Stock Ideas, Screeners, and Data Visualizations coverage beyond what Kubera offers.
- Standout features include Global coverage of over 120,000 listed stocks across ~90 markets, with fundamentals and estimates powered by S&P Global Market Intelligence and analyzed using a documented quantitative model., Company “Snowflake” reports visualize five key dimensions—valuation, future growth, past performance, financial health, and dividends—into a single infographic, with detailed drill‑down sections and methodology explained in the help center and GitHub docs., and Investing Ideas hub with curated themes such as undervalued companies, dividend powerhouses, recent insider buying and sector/thematic lists (AI, nuclear energy, cybersecurity, etc.)..
- Pair it with Kubera if you still need Data APIs, APIs & SDKs, and Client Portal & Mobile App.
Adds coverage: Stock Ideas, Screeners, Data Visualizations, and Watchlist
Standout features: Global coverage of over 120,000 listed stocks across ~90 markets, with fundamentals and estimates powered by S&P Global Market Intelligence and analyzed using a documented quantitative model., Company “Snowflake” reports visualize five key dimensions—valuation, future growth, past performance, financial health, and dividends—into a single infographic, with detailed drill‑down sections and methodology explained in the help center and GitHub docs., Investing Ideas hub with curated themes such as undervalued companies, dividend powerhouses, recent insider buying and sector/thematic lists (AI, nuclear energy, cybersecurity, etc.)., and Stock Screener & Alerts lets users filter the global universe by market, industry and dozens of fundamentals (value, growth, income and risk metrics) and set saved screeners with alerts; Free has “Limited” screener access, Premium supports 3 saved screeners, and Unlimited supports 10.
Similarity score 999Category overlap: 63%
Shared coverage
Data APIsAPIs & SDKsCustom DashboardsBlogsEducation
Assets: Cryptos
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- Dune keeps a free tier, so you can replicate Kubera workflows without upgrading.
- Expands into On-chain Analytics, DEX / DeFi, and Wallet / Address Monitoring coverage beyond what Kubera offers.
- Standout features include Web-based onchain analytics studio to query decoded blockchain data with SQL and build interactive dashboards across EVM and non‑EVM chains., Analytics Hub surfaces include a query editor, visualization builder, dashboards, Dune AI, upload-data flows, search and alerts so analysts can go from raw onchain tables to shareable insights in one place., and Dashboards support multiple visualization types plus markdown/text widgets where you can embed images or GIFs, lay out tiles, and add widgets directly from the query editor..
- Pair it with Kubera if you still need Portfolio, Broker Connectors, and Client Portal & Mobile App.
Adds coverage: On-chain Analytics, DEX / DeFi, Wallet / Address Monitoring, and NFT Markets
Standout features: Web-based onchain analytics studio to query decoded blockchain data with SQL and build interactive dashboards across EVM and non‑EVM chains., Analytics Hub surfaces include a query editor, visualization builder, dashboards, Dune AI, upload-data flows, search and alerts so analysts can go from raw onchain tables to shareable insights in one place., Dashboards support multiple visualization types plus markdown/text widgets where you can embed images or GIFs, lay out tiles, and add widgets directly from the query editor., and Alerts run on scheduled queries and can deliver notifications by email or via webhooks (including Slack) whenever the query executes, making it easier to monitor custom onchain conditions.
Similarity score 996Category overlap: 50%
Shared coverage
PortfolioData APIsAPIs & SDKsBlogs
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- ETF Insider keeps a free tier, so you can replicate Kubera workflows without upgrading.
- Expands into ETF Screeners, Screeners, and Data Visualizations coverage beyond what Kubera offers.
- Standout features include Interactive web app that visualizes portfolios from the perspective of their underlying assets using a central network diagram and portfolio/assets tabs for drill‑downs., Supports ETFs, mutual funds and stocks as input assets, with full look‑through to all underlying holdings and tools to understand overlap, sector, geographic and market‑cap concentration., and Risk and efficiency analytics including portfolio standard deviation, beta, diversification labels, fund overlap metrics and efficient‑frontier / Sharpe‑ratio views versus major benchmarks..
- Pair it with Kubera if you still need Broker Connectors, Client Portal & Mobile App, and Custom Dashboards.
Adds coverage: ETF Screeners, Screeners, Data Visualizations, and Factor Exposure
Standout features: Interactive web app that visualizes portfolios from the perspective of their underlying assets using a central network diagram and portfolio/assets tabs for drill‑downs., Supports ETFs, mutual funds and stocks as input assets, with full look‑through to all underlying holdings and tools to understand overlap, sector, geographic and market‑cap concentration., Risk and efficiency analytics including portfolio standard deviation, beta, diversification labels, fund overlap metrics and efficient‑frontier / Sharpe‑ratio views versus major benchmarks., and ETF and mutual fund screener that filters products by asset class, geography, theme, provider and sector, alongside performance and information panels.
Similarity score 970Category overlap: 50%
Shared coverage
PortfolioData APIsAPIs & SDKsEducation
Assets: Stocks and ETFs
Experience: Intermediate and Advanced
Platforms: Web, Mobile, and API
Pricing: Subscription
Why investors switch
- Unusual Whales keeps a free tier, so you can replicate Kubera workflows without upgrading.
- Expands into Screeners, Options & Derivatives, and Paper Trading coverage beyond what Kubera offers.
- Standout features include Live options flow across all US options exchanges, with a status indicator so you know the feed is healthy., Dark-pool tape plus ‘Dark Pool Levels’ to surface recent prints and ticker-specific liquidity zones., and Options and stock screeners with filters for premium, volume, open interest, IV rank, and common technicals..
- Pair it with Kubera if you still need Broker Connectors, Client Portal & Mobile App, and Custom Dashboards.
Adds coverage: Screeners, Options & Derivatives, Paper Trading, and Dark Pool & Off-Exchange
Standout features: Live options flow across all US options exchanges, with a status indicator so you know the feed is healthy., Dark-pool tape plus ‘Dark Pool Levels’ to surface recent prints and ticker-specific liquidity zones., Options and stock screeners with filters for premium, volume, open interest, IV rank, and common technicals., and Options Profit Calculator to model multi-leg strategies, Greeks, and payoff P/L.
Similarity score 960Category overlap: 25%
Shared coverage
Data APIsAPIs & SDKs
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web, Desktop, and API
Pricing: Subscription
Why investors switch
- Financial Modeling Prep (FMP) keeps a free tier, so you can replicate Kubera workflows without upgrading.
- Expands into Screeners, News, and Calendar coverage beyond what Kubera offers.
- Standout features include Multi‑asset data coverage via a single API: equities, ETFs, mutual funds, indexes, forex, crypto, commodities, macroeconomic indicators, ESG and ownership datasets, organized into Market Data, Fundamental & Company Data, News & Calendar Data, Advanced Data, Ownership and Other Markets., Real‑time quotes plus intraday (1‑minute, 5‑minute, 30‑minute, 1‑hour) and end‑of‑day historical bars for stocks and other assets; Premium and Ultimate tiers add intraday chart endpoints, technical indicators and up to 30+ years of history, with Ultimate including 1‑minute intraday charting and full historical access., and Fundamental statement APIs with audited, standardized and as‑reported income statements, balance sheets and cash‑flow statements (annual, quarterly and TTM), plus key metrics, ratios, financial scores, enterprise values and product/geographic segment revenue breakdowns..
- Pair it with Kubera if you still need Portfolio, Broker Connectors, and Client Portal & Mobile App.
Adds coverage: Screeners, News, Calendar, and Dividends
Standout features: Multi‑asset data coverage via a single API: equities, ETFs, mutual funds, indexes, forex, crypto, commodities, macroeconomic indicators, ESG and ownership datasets, organized into Market Data, Fundamental & Company Data, News & Calendar Data, Advanced Data, Ownership and Other Markets., Real‑time quotes plus intraday (1‑minute, 5‑minute, 30‑minute, 1‑hour) and end‑of‑day historical bars for stocks and other assets; Premium and Ultimate tiers add intraday chart endpoints, technical indicators and up to 30+ years of history, with Ultimate including 1‑minute intraday charting and full historical access., Fundamental statement APIs with audited, standardized and as‑reported income statements, balance sheets and cash‑flow statements (annual, quarterly and TTM), plus key metrics, ratios, financial scores, enterprise values and product/geographic segment revenue breakdowns., and Built‑in valuation and advanced metrics including DCF models, owner earnings and other formula‑based indicators documented in the Financial Formulas section, with a Custom DCF Calculator and Advanced Market Metrics (e.g., sector performance, technical indicators) available on higher‑tier plans.
Similarity score 949Category overlap: 38%
Shared coverage
Data APIsAPIs & SDKsCustom Dashboards
Assets: Stocks, Bonds, and ETFs
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- OpenBB keeps a free tier, so you can replicate Kubera workflows without upgrading.
- Expands into Sheets / Excel Add-ins, News, and IPO coverage beyond what Kubera offers.
- Standout features include REST API and Python client with JSON-serializable endpoints; local API deployment supported., Wide coverage across equities, ETFs, options, fixed income, macroeconomics, news, transcripts, and regulatory filings., and Command-line interface (successor to the legacy OpenBB Terminal) plus Python workflows..
- Pair it with Kubera if you still need Portfolio, Broker Connectors, and Client Portal & Mobile App.
Adds coverage: Sheets / Excel Add-ins, News, IPO, and Dividends
Standout features: REST API and Python client with JSON-serializable endpoints; local API deployment supported., Wide coverage across equities, ETFs, options, fixed income, macroeconomics, news, transcripts, and regulatory filings., Command-line interface (successor to the legacy OpenBB Terminal) plus Python workflows., and Workspace dashboards and apps with customizable widgets; unlimited dashboards on the Community tier.
Similarity score 949Category overlap: 38%
Shared coverage
PortfolioData APIsAPIs & SDKs
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- PortfoliosLab keeps a free tier, so you can replicate Kubera workflows without upgrading.
- Expands into Watchlist, Backtesting, and Correlation coverage beyond what Kubera offers.
- Standout features include Portfolio and instrument analytics suite with 20+ tools for performance, risk and optimization (portfolio analysis, portfolio performance, stock comparison, Sharpe, Sortino, Omega, Martin, VaR, CVaR, volatility models)., Portfolio tracking for both static and transactional portfolios, including lazy model portfolios and public user portfolios, with benchmarking against indices and other portfolios., and Backtesting of portfolios and single instruments with configurable rebalancing and long lookback windows (Free limited to ~10 years, paid plans use 40+ years of data)..
- Pair it with Kubera if you still need Broker Connectors, Client Portal & Mobile App, and Custom Dashboards.
Adds coverage: Watchlist, Backtesting, Correlation, and Risk Metrics
Standout features: Portfolio and instrument analytics suite with 20+ tools for performance, risk and optimization (portfolio analysis, portfolio performance, stock comparison, Sharpe, Sortino, Omega, Martin, VaR, CVaR, volatility models)., Portfolio tracking for both static and transactional portfolios, including lazy model portfolios and public user portfolios, with benchmarking against indices and other portfolios., Backtesting of portfolios and single instruments with configurable rebalancing and long lookback windows (Free limited to ~10 years, paid plans use 40+ years of data)., and Stock, ETF and mutual fund screeners with hundreds of filters across thousands of instruments, recalculated daily.
Similarity score 924Category overlap: 50%
Shared coverage
Data APIsAPIs & SDKs
Assets: Stocks, Bonds, and ETFs
Experience: Intermediate and Advanced
Platforms: Web, Mobile, and Desktop
Pricing: Subscription
Why investors switch
- BizToc keeps a free tier, so you can replicate Kubera workflows without upgrading.
- Expands into News and Reddit coverage beyond what Kubera offers.
- Standout features include ‘Wire’ page: real‑time, chronological feed from ~top 100 U.S. business sites., Homepage hubs for major publishers plus ‘Reddit Trending’, ‘X Trends’, and movers blocks., and ‘Imagery’ (NewsWall): latest business news in pictures..
- Pair it with Kubera if you still need Portfolio, Broker Connectors, and Client Portal & Mobile App.
Adds coverage: News and Reddit
Standout features: ‘Wire’ page: real‑time, chronological feed from ~top 100 U.S. business sites., Homepage hubs for major publishers plus ‘Reddit Trending’, ‘X Trends’, and movers blocks., ‘Imagery’ (NewsWall): latest business news in pictures., and Customization: dark mode and configurable news grid; site‑wide search.
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
Portfolio×14APIs & SDKs×13Data APIs×13Education×13Blogs×10Broker Connectors×7Custom Dashboards×3Client Portal & Mobile App×1
New angles introduced
Categories the alternatives add beyond Kubera.
News+14Dividends+13Financials+12Screeners+12Alerts+11Data Visualizations+11Watchlist+10Calendar+9
Free Access & Pricing
Free options
All 20
20 vetted picks keep a permanent free tier so you can validate workflows before upgrading.
Mobile ready
10/20
10 matches support mobile alongside Kubera.
API availability
13/20
13 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
10 starred / 12 tested
10 tools are flagged as analyst picks; 12 have been hands-on tested.
Avg. coverage overlap
48%
Average percentage of categories shared with the base tool.
Free Alternatives FAQ
What are the best free alternatives to Kubera?
Start with Sharesight, TradingView, and Portfolio123 to replicate Kubera workflows without paying for a subscription.
Do these picks stay permanently free?
Yes. Each platform listed keeps a standing free tier with no credit card required -- though export limits or seat caps may apply if you scale usage.
Which Kubera workflows stay covered on the free plan?
Expect solid overlap across Portfolio, Broker Connectors, Data APIs, APIs & SDKs, Client Portal & Mobile App, Blogs, Education, and Custom Dashboards, so core Kubera workflows can move over without a paid upgrade.
What extra coverage do the free alternatives add?
Risk Metrics, Performance Attribution, Downloadable Tax Reports, Capital Gains Estimator, Dividend Tax / ADR Withholding, Dividend, Compounding Calculator, Wealth Management, Client & Investor Reporting, Alerts, Screeners, ETF Screeners, Data Visualizations, Options & Derivatives, Quant, Watchlist, Backtesting, Paper Trading, Advanced Order Types, News, Calendar, Yield Curves, Housing & Construction, Inflation Rates, Financials, Valuation Models, Dividends, ETF Overview, ETF Performance, ETF Fundamentals, On-chain Analytics, DEX / DeFi, Webhooks, Videos, Forums, Stock Ideas, Correlation, GDP, Interest Rates, Unemployment Rates, Consumer Sentiment, Stock Comparison, Money Flow, Splits, ETF Holdings, ETF Valuation, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Transcripts, Investor Holdings, Insider Data, Institutional Data, 13F, Improved Filings, AI, AI Chat, AI Business Summary, AI Earnings Summary, AI Filings Summary, AI Report, Newsletters, US Government Trades, IPO, Spin-offs, Acquisitions, Delisted, Commitment of Traders (COT), Scores, Short Interest, 13D/13G, Stock Handbook, Regulatory Filings Monitoring, Secondary Offerings, ESG Ratings, Market Sentiment, Retirement Calculator, News Sentiment, Retail Sales, Options, Sheets / Excel Add-ins, Top Analysts, ETF Comparison, Fund Overview, Fund Performance, Fund Holdings, Management Performance, Management Compensation, Wallet / Address Monitoring, NFT Markets, Factor Exposure, ETF Overlap, Dark Pool & Off-Exchange, and Reddit show up most often as bonus coverage beyond the base platform, giving you room to experiment before upgrading.
Where might I still rely on Kubera?
Custom Dashboards, Blogs, Education, Data APIs, Client Portal & Mobile App, Broker Connectors, APIs & SDKs, and Portfolio remain strengths for Kubera. Keep it handy for those tasks or plan for a paid upgrade if they matter.
Information
About Me
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Find me here:
- Twitter / X: @Jera_Value
- Substack: Jera Value
Got questions or suggestions? I'm all ears!
Missing a Tool?
Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!
OR
Starred Tools
These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
Tested Tools
These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
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.