VOL. XCIV, NO. 247

Free Alternatives to Kubera

Checking

Free replacement verdicts

Free Alternatives to Kubera

Zero-cost replacements grouped by fit, tradeoffs, pricing friction, and platform access. Use this list to test Kubera before paying for another subscription.

Switching from Kubera doesn't have to cost a thing. We've curated 20 free-tier alternatives that cover similar workflows, from Portfolio to Broker Connectors and beyond. Each pick below is framed by fit, caveats, and access friction so you can trial replacements without opening your wallet.

Visit Kubera All alternatives Tool details

Disclosure: outbound links may include affiliate or sponsor links

Which Alternative Should You Use?

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

Details Compare

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

Details Compare

Portfolio123

Strong runner-up

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

Portfolio123 best matches the base workflow on portfolio tracking, screening and idea generation, and API and market data.
Portfolio123 adds a free starting point that the base tool does not show. Free access caveat: signup required and Free Manage module is separate from paid Research, API, and DataMiner access..

Watch for: 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.

Try Portfolio123

Details Compare

Stock Rover

Strong runner-up

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

Stock Rover best matches the base workflow on portfolio tracking, portfolio analytics, and screening and idea generation.
Stock Rover adds a free starting point that the base tool does not show. Free access caveat: signup required and New signups can test Stock Rover through a 14-day free trial with no credit card required..

Watch for: North America-focused coverage: U.S. and Canadian exchange support plus OTC boards.

View Stock Rover plans

Details Compare

Detailed Alternatives

I want to

Pay lessFill a gapUpgrade overall

Free tiers first, then the lowest starting price.

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 Wealthfolio Compare

Full review and details

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 Pro Compare

Full review and details

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 InvestingPro Compare

Full review and details

Delta by eToroPartial replacementFree • From $53.88/yrFree with signup

Partial replacement

Delta by eToro

Bottom line: Retail investors looking for one mobile-first tracker for stocks, ETFs, crypto, funds, forex, commodities, and wallets.

Keep

Portfolio
Broker Connectors

Gain

Watchlist
Alerts
Calendar
News

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, Basic is free with a limited number of tracked assets, and PRO and PRO+ unlock higher asset limits, deeper analytics, AI/context features, and advanced reporting.
Free tier is asset-capped: Basic supports up to 10 tracked assets. Larger portfolios need PRO or PRO+.

Price: KuberaFrom $250/yr
Delta by eToroFree • From $53.88/yr
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

View Delta PRO Compare

Full review and details

Snowball AnalyticsPartial replacementFree • From $79.99/yrFree with signup

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 Analytics Compare

Full review and details

MarketlogBetter as a complementFree • From $79.99/yrFree with signup

Better as a complement

Marketlog

Bottom line: Retail investors who need manual or broker-connected portfolio tracking, dividends, goals, forecasts, benchmarks, and sharing.

Keep

Portfolio
Broker Connectors
Blogs

Gain

Watchlist
Institutional Ownership
Data Visualizations
Risk Metrics

Lose

APIs & Data Feeds
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 portfolio watchlists.
Free-plan limits: Signup required, Free supports unlimited portfolios, holdings, and transactions with manual tracking and 5 years of price history, and Plus costs $7.99 monthly or $6.67 per month billed yearly. Pro costs $17.99 monthly or $15 per month billed yearly.
Not a broker or adviser: Marketlog tracks and analyzes portfolios but does not execute trades, provide fiduciary advice, or act as an exchange.

Price: KuberaFrom $250/yr
MarketlogFree • From $79.99/yr
Free tier: Free with signup
Replacement: Better as a complement

Pricing checked 2026-08-23 via homepage.

Track portfolios with Marketlog Compare

Full review and details

PortseidoPartial replacementFree • From $8/yrFree with signup

Partial replacement

Portseido

Bottom line: Self-directed global investors looking for transaction-based performance, dividends, allocation, benchmarks, and custom assets across web and mobile.

Keep

Portfolio
Broker Connectors

Gain

Data Visualizations
Performance Attribution
Risk Metrics
Tax Lots / Lot Optimization

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 screening and idea generation.
Free-plan limits: Signup required, Free plan is available with portfolio and transaction limits, and Pro has a 14-day trial with no credit card required.
Free and Plus tiers have transaction caps: Free supports a small portfolio and Plus still caps total transactions. Heavier users need Pro.

Price: KuberaFrom $250/yr
PortseidoFree • From $8/yr
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Try Portseido Compare

Full review and details

getquinPartial replacementFree • From $99.99/yrFree with signup

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 getquin Compare

Full review and details

EPSMomentumPartial replacementFree • From $9.99/moFree with signup

Partial replacement

EPSMomentum

Bottom line: Growth and momentum investors looking for earnings momentum, estimate revisions, PEAD drift, timing signals, scanners, dashboards, and AI analysis in one US stock/ETF platform.

Keep

Portfolio
Custom Dashboards
Education

Gain

Screeners
Stock Ideas
Data Visualizations
Money Flow

Lose

Broker Connectors
APIs & Data Feeds
Advisor Operations
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 portfolio analytics, advisor client reporting, and market data API.
Free-plan limits: Signup required, Bronze is advertised at $0/month, and Silver is advertised at $9.99/month and Gold at $49.99/month, with yearly-plan discounts shown.
US stocks and ETFs focus: EPSMomentum is not positioned as a global multi-asset terminal or full portfolio accounting product.

Price: KuberaFrom $250/yr
EPSMomentumFree • From $9.99/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via homepage.

Visit EPSMomentum Compare

Full review and details

Simply Wall StPartial replacementFree • From $120/yrFree with signup

Partial replacement

Simply Wall St

Analyst pickTested by us

Bottom line: Long-term investors looking for visual company reports and portfolio diagnostics.

Keep

Portfolio
Broker Connectors
Blogs
Education

Gain

Stock Ideas
Screeners
Data Visualizations
Watchlist

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, 5 company reports per month on Free, and 1 portfolio with up to 10 holdings on Free.
Free plan has report and portfolio limits: The Free tier includes 5 company reports per month and 1 portfolio with 10 holdings.

Price: KuberaFrom $250/yr
Simply Wall StFree • From $120/yr
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Try Simply Wall St Compare

Full review and details

TradingViewPartial replacementFree • From $12.95/moFree with signup

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 TradingView Compare

Full review and details

TickeronBetter as a complementFree • From $20/moFree, card required

Better as a complement

Tickeron

Bottom line: Active traders comparing algorithmic signals, chart-pattern scans, paper trading, and AI Robots across stocks, ETFs, crypto, currencies, and mutual funds.

Keep

Portfolio
Blogs
Education

Gain

Screeners
Stock Ideas
Stock Comparison
Auto-Trading & Bots

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: Signup required, Credit card required, and Tickeron offers a $0 Member account.
Complex pricing surface: Tickeron sells memberships, robots, signal tools, and credits separately. The pricing page also contains temporary sale language, so users should check the selected checkout bundle.

Price: KuberaFrom $250/yr
TickeronFree • From $20/mo
Free tier: Free, card required
Replacement: Better as a complement

Pricing checked 2026-08-23 via pricing.

Start Tickeron trial Compare

Full review and details

Portfolio123Partial replacementFree • From $25/moFree with signup

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 Portfolio123 Compare

Full review and details

TipRanksPartial replacementFree • From $29.95/moFree with signup

Partial replacement

TipRanks

Analyst pickTested by us

Bottom line: Retail investors looking for analyst consensus, expert rankings, Smart Score, news sentiment, and stock ideas.

Keep

Portfolio
APIs & Data Feeds
Education

Gain

Stock Ideas
Top Analysts
Screeners
ETF Screeners

Lose

Broker Connectors
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 long-term portfolio tracking.
Free-plan limits: Signup required, Free/Basic MCP OAuth quota is 10 tool calls per month, and Free API-key tier is limited to 10 requests per minute and 50 requests per month.
Best tools are paid: Premium and Ultimate gate Smart Portfolio, Smart Score, expert/insider/hedge-fund tools, exports, and higher MCP quotas.

Price: KuberaFrom $250/yr
TipRanksFree • From $29.95/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

View TipRanks plans Compare

Full review and details

Stock RoverPartial replacementFree • From $34/moFree with signup

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 plans Compare

Full review and details

KoyfinPartial replacementFree • From $468/yrFree with signup

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 pricing Compare

Full review and details

Fiscal.aiPartial replacementFree • From $39/moFree with signup

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.ai Compare

Full review and details

GuruFocusQuality-checked pickFree • From $549/yrFree with signup

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 trial Compare

Full review and details

SharesightClosest replacementFree • Paid plans availableFree with signup

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 Sharesight Compare

Full review and details

TrackinsightPartial replacementFree • Contact for pricingFree with signup

Partial replacement

Trackinsight

Bottom line: ETF investors and institutions that need global screening, comparison, portfolio analysis, and factor or ESG data.

Keep

Portfolio
APIs & Data Feeds
Blogs
Education

Gain

ETF Screeners
ETF Comparison
ETF Analysis
ETF Factors

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 advisor client reporting, market data API, and long-term portfolio tracking.
Free-plan limits: Signup required, A free Essentials account is required to save lists and create up to two portfolios, and Full Portfolio Insights is included with Enterprise.
ETF-only focus: Trackinsight is built for ETF/ETP research and data services, not single-stock fundamentals, options, or brokerage execution.

Price: KuberaFrom $250/yr
TrackinsightFree • Contact for pricing
Free tier: Free with signup
Replacement: Partial replacement

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

Explore Trackinsight Compare

Full review and details

What This Shortlist Tells You

Sharesight is the closest drop-in replacement with overlapping coverage in Portfolio, Broker Connectors, and APIs & Data Feeds while adding Risk Metrics and Performance Attribution coverage, Portfolio and dividend tracking for more than 700,000 stocks, ETFs, and funds across more than 60 markets, plus cash, crypto, property, and custom investments. and Sharesight reports more than 600,000 investors and 200 software, broker, and partner integrations. features, and a free tier (workflow overlap ~57%).

Every pick keeps a free tier; start with Sharesight, GuruFocus, 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.

Coverage Snapshot

Where alternatives already align

Most shared categories across the top matches.

Portfolio×20Broker Connectors×13Education×13Blogs×11APIs & Data Feeds×6Custom Dashboards×4Advisor Operations×2

New angles introduced

Categories the alternatives add beyond Kubera.

Watchlist+17Data Visualizations+16Alerts+15News+15Dividends+13Calendar+12Financials+12Screeners+12

Free Access & Pricing

Free options

All 20

20 vetted picks keep a permanent free tier so you can validate workflows before upgrading.

Mobile ready

17/20

17 matches support mobile alongside Kubera.

API availability

8/20

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

Quality checks

9 starred / 10 tested

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

Avg. coverage overlap

49%

Average percentage of categories shared with the base tool.

Free Alternatives FAQ

What are the best free alternatives to Kubera?

Start with Sharesight, GuruFocus, 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, APIs & Data Feeds, Advisor Operations, Custom Dashboards, Blogs, and Education, 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, Dividends, Compounding Calculator, Wealth Management, Alerts, Stock Ideas, Screeners, ETF Screeners, Top Analysts, Stock Comparison, ETF Comparison, Data Visualizations, Quant, Backtesting, Correlation, Watchlist, Institutional Ownership, US Government Trades, News, Calendar, Corporate Actions & Special Situations, IPO, Splits, Macro Data, Yield Curves, Credit Ratings & Outlooks, Financials, Scores, Flags, Valuation Models, Improved Filings, Transcripts, Insider Data, Short Interest, Options, ETF Analysis, Fund Analysis, Analyst Forecasts, Analyst Ratings & Price Targets, AI Research, AI Chat, Sheets / Excel Add-ins, Videos, Forums, Newsletters, Stock Handbook, Factor Exposure, Monte Carlo, Notes & Highlights, Market Sentiment, CDS Spreads, Paper Trading, Webhooks, Order Book / Level II, Options P&L, Which ETF includes this Stock?, Retirement Calculator, News Sentiment, Bulls Say Bear Say, Guidance / Pre-announcements, On-chain Analytics, DEX / DeFi, Wallet / Address Monitoring, Tax Lots / Lot Optimization, Money Flow, Dark Pool & Off-Exchange, ETF Factors, ESG Ratings, Management Performance, Management Compensation, Auto-Trading & Bots, Copy/Social Trading, and Courses & Certs 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, Advisor Operations, APIs & Data Feeds, and Broker Connectors remain strengths for Kubera. Keep it handy for those tasks or plan for a paid upgrade if they matter.

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.

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.