Free Alternatives to Kubera

VOL. XCIV, NO. 247

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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.

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Which Alternative Should You Use?

Sharesight

Closest replacement

Best for: DIY investors who need 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.

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GuruFocus

Quality-checked pick

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

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

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Stock Rover

Strong runner-up

Best for: Serious individual investors who want deep North American stock, ETF, and fund screening.

Stock Rover best matches the base workflow on portfolio tracking, portfolio analytics, and fundamental research.
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.

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Portfolio123

Strong runner-up

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

Portfolio123 best matches the base workflow on portfolio tracking, fundamental research, and screening and idea generation.
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, while ranking, screening, backtesting, API, and DataMiner workflows sit behind paid trials or subscriptions.

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Detailed Alternatives

Sharesight

Closest replacementWorkflow overlap 57%

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

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web, Mobile, and API
Assets: Stocks, Bonds, and ETFs
Experience: Intermediate and Advanced
Plans: Subscription

Why switch

Sharesight best matches the base workflow on portfolio tracking, portfolio analytics, and advisor client reporting.
Sharesight matches the base audience on Pro Retail, Retail Traders, and Long-term Investors.
You gain Risk Metrics, Performance Attribution, Downloadable Tax Reports, and Capital Gains Estimator.

Watch out

Major switch gaps: missing Desktop access, missing Commodities and Private Funds coverage, and missing Custom Dashboards, Blogs, and Education workflows.
Avoid as a full replacement if you rely on market data API, portfolio watchlists, and backtesting and quant research.
Free plan is capped at 10 holdings: The free tier is limited to one portfolio, 10 holdings, and one custom group.
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..

Shared coverage

PortfolioBroker ConnectorsAPIs & Data FeedsAdvisor Operations

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GuruFocus

Analyst PickHands-on Tested

Strong workflow fitWorkflow overlap 86%

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

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web, Mobile, and API
Assets: Stocks, Bonds, and ETFs
Experience: Intermediate and Advanced
Plans: Subscription

Why switch

GuruFocus best matches the base workflow on portfolio tracking, fundamental research, and screening and idea generation.
GuruFocus matches the base audience on Pro Retail, Retail Traders, and Long-term Investors.
You gain Stock Ideas, Screeners, ETF Screeners, and Top Analysts.

Watch out

Major switch gaps: missing Desktop access, missing Cryptos, Real Estate, and Commodities coverage, and missing Advisor Operations workflows.
Avoid as a full replacement if you rely on portfolio analytics, advisor client reporting, and market data API.
Paid access is region and tier dependent: Annual paid memberships, region add-ons, API plans, and pay-as-you-go API credits.
Free-plan limits: Signup required, Free account has limited platform access., and Free members have limited portfolio capacity..

Shared coverage

PortfolioBroker ConnectorsAPIs & Data FeedsCustom DashboardsBlogsEducation

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Stock Rover

Hands-on Tested

Best free-tier fitWorkflow overlap 57%

Bottom line: Serious individual investors who want deep North American stock, ETF, and fund screening.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Plans: Subscription

Why switch

Stock Rover best matches the base workflow on portfolio tracking, portfolio analytics, and fundamental research.
Stock Rover matches the base audience on Pro Retail, Retail Traders, and Long-term Investors.
You gain Stock Ideas, Screeners, ETF Screeners, and Stock Comparison.

Watch out

Major switch gaps: missing Desktop and API access, missing Bonds, Cryptos, and Real Estate coverage, and missing APIs & Data Feeds, Advisor Operations, and Custom Dashboards workflows.
Avoid as a full replacement if you rely on advisor client reporting, market data API, and long-term portfolio tracking.
North America-focused coverage: U.S. and Canadian exchange support plus OTC boards.
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..

Shared coverage

PortfolioBroker ConnectorsBlogsEducation

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Portfolio123

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 71%

Bottom line: Rules-based investors who want point-in-time stock and ETF simulations.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web, Desktop, and API
Assets: Stocks and ETFs
Experience: Intermediate and Advanced
Plans: Subscription

Why switch

Portfolio123 best matches the base workflow on portfolio tracking, fundamental research, and screening and idea generation.
Portfolio123 matches the base audience on Pro Retail, Retail Traders, and Financial Advisors.
You gain Screeners, Data Visualizations, Quant, and Stock Ideas.

Watch out

Major switch gaps: missing Mobile access, missing Bonds, Mutual Funds, and Cryptos coverage, and missing Advisor Operations and Custom Dashboards workflows.
Avoid as a full replacement if you rely on portfolio analytics, advisor client reporting, and market data API.
Advanced research is paid: Free Manage covers portfolio tracking, while ranking, screening, backtesting, API, and DataMiner workflows sit behind paid trials or subscriptions.
Free-plan limits: Signup required, Free Manage module is separate from paid Research, API, and DataMiner access., and Homepage-led screener and backtesting access is time limited..

Shared coverage

PortfolioBroker ConnectorsAPIs & Data FeedsBlogsEducation

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Koyfin

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 43%

Bottom line: Investors who want a modern web/mobile financial terminal with dashboards, charts, screeners, portfolios, news, and alerts.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks, Bonds, and ETFs
Experience: Intermediate and Advanced
Plans: Subscription

Why switch

Koyfin best matches the base workflow on portfolio tracking, portfolio analytics, and advisor client reporting.
Koyfin matches the base audience on Pro Retail, Retail Traders, and Financial Advisors.
You gain Screeners, ETF Screeners, Data Visualizations, and Correlation.

Watch out

Major switch gaps: missing Desktop and API access, missing Real Estate, Private Funds, and Funds coverage, and missing Broker Connectors, APIs & Data Feeds, and Blogs workflows.
Avoid as a full replacement if you rely on market data API, long-term portfolio tracking, and portfolio watchlists.
No public API: Koyfin does not provide user-facing data access through an API.
Free-plan limits: Signup required, Free plan includes limited watchlists, screens, dashboards, alerts, portfolios, financials, and estimates history., and Advisor reporting and custodian integrations require Advisor plans..

Shared coverage

PortfolioAdvisor OperationsCustom Dashboards

Investing.com

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 43%

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

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks, Bonds, and ETFs
Experience: Intermediate and Advanced
Plans: Subscription

Why switch

Investing.com best matches the base workflow on portfolio tracking, fundamental research, and screening and idea generation.
Investing.com matches the base audience on Pro Retail, Retail Traders, and Long-term Investors.
You gain Stock Ideas, Screeners, Stock Comparison, and Data Visualizations.

Watch out

Major switch gaps: missing Desktop and API access, missing Mutual Funds and Private Funds coverage, and missing Broker Connectors, APIs & Data Feeds, and Advisor Operations workflows.
Avoid as a full replacement if you rely on portfolio analytics, advisor client reporting, and market data API.
Not a broker or API product: Investing.com does not provide direct trading execution or a public API; widgets and RSS are the main integration surfaces.
Free-plan limits: Free access is ad-supported and does not include the full InvestingPro research layer., WarrenAI, ProPicks, premium reports, and deeper datasets are plan-gated., and Market-data latency and real-time availability vary by instrument and source..

Shared coverage

PortfolioBlogsEducation

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Stock Analysis

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 57%

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

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Plans: Subscription

Why switch

Stock Analysis best matches the base workflow on portfolio tracking, fundamental research, and screening and idea generation.
Stock Analysis matches the base audience on Pro Retail, Retail Traders, and Long-term Investors.
You gain Stock Ideas, Screeners, ETF Screeners, and Top Analysts.

Watch out

Major switch gaps: missing Desktop and API access, missing Bonds, Cryptos, and Real Estate coverage, and missing APIs & Data Feeds, Advisor Operations, and Custom Dashboards workflows.
Avoid as a full replacement if you rely on portfolio analytics, advisor client reporting, and market data API.
No public API: Stock Analysis does not currently offer API access.
Free-plan limits: Free access is ad-supported., Free exports and financial history are limited compared with Pro and Unlimited., and Brokerage sync, active alerts, full ETF holdings, and advanced analyst filtering require paid plans..

Shared coverage

PortfolioBroker ConnectorsBlogsEducation

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TradingView

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 57%

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

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web, Mobile, and Desktop
Assets: Stocks, Bonds, and ETFs
Experience: Intermediate and Advanced
Plans: Subscription

Why switch

TradingView best matches the base workflow on portfolio tracking, fundamental research, and screening and idea generation.
TradingView matches the base audience on Pro Retail, Retail Traders, and Intermediate.
You gain Data Visualizations, Quant, Screeners, and ETF Screeners.

Watch out

Major switch gaps: missing API access, missing Mutual Funds, Real Estate, and Private Funds coverage, and missing APIs & Data Feeds, Advisor Operations, and Custom Dashboards workflows.
Avoid as a full replacement if you rely on portfolio analytics, advisor client reporting, and market data API.
Real-time market data can require add-ons: Optional real-time quote subscriptions and exchange-specific data fees.
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..

Shared coverage

PortfolioBroker ConnectorsBlogsEducation

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Fiscal.ai

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 57%

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

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and API
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Plans: Subscription

Why switch

Fiscal.ai best matches the base workflow on portfolio tracking, fundamental research, and screening and idea generation.
Fiscal.ai matches the base audience on Pro Retail, Retail Traders, and Long-term Investors.
You gain Stock Ideas, Screeners, Stock Comparison, and Data Visualizations.

Watch out

Major switch gaps: missing Mobile and Desktop access, missing Bonds, Cryptos, and Real Estate coverage, and missing Broker Connectors, Advisor Operations, and Custom Dashboards workflows.
Avoid as a full replacement if you rely on portfolio analytics, advisor client reporting, and market data API.
Meaningful limits on free access: The free API trial is capped by allowed companies, burst requests, and daily request volume; deeper history, exports, and advanced datasets require paid plans.
Free-plan limits: Signup required, Free terminal access has dashboard, history, event, and AI prompt limits., and Free API access is capped by allowed companies, burst rate, and daily requests..

Shared coverage

PortfolioAPIs & Data FeedsBlogsEducation

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Snowball Analytics

Best free-tier fitWorkflow overlap 29%

Bottom line: Multi-asset investors who want dividend analytics, broker sync, backtesting, fund look-through, and portfolio dashboards.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks, Bonds, and ETFs
Experience: Intermediate and Advanced
Plans: Subscription

Why switch

Snowball Analytics best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
Snowball Analytics matches the base audience on Pro Retail, Retail Traders, and Long-term Investors.
You gain Watchlist, Backtesting, Dividends, and Dividend Tax / ADR Withholding.

Watch out

Major switch gaps: missing Desktop and API access, missing Private Funds coverage, and missing APIs & Data Feeds, Advisor Operations, and Custom Dashboards workflows.
Avoid as a full replacement if you rely on advisor client reporting, market data API, and portfolio watchlists.
Free plan is intentionally limited: Free access is capped at one portfolio, 10 holdings, one custom asset, one watchlist, and shorter history.
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..

Shared coverage

PortfolioBroker Connectors

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getquin

Best free-tier fitWorkflow overlap 43%

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

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks, ETFs, and Cryptos
Experience: Intermediate
Plans: Subscription

Why switch

getquin best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
getquin matches the base audience on Retail Traders, Long-term Investors, and Intermediate.
You gain Watchlist, Institutional Ownership, Stock Ideas, and Market Sentiment.

Watch out

Major switch gaps: missing Desktop and API access, missing Bonds, Mutual Funds, and Private Funds coverage, and missing APIs & Data Feeds, Advisor Operations, and Custom Dashboards workflows.
Avoid as a full replacement if you rely on advisor client reporting, market data API, and fundamental research.
Premium entitlements are not fully public: Getquin premium is available via in-app purchases, but exact feature gating is not fully documented publicly.
Free-plan limits: Signup required, Core portfolio tracking is free to download/use., and Premium pricing varies by app store and region..

Shared coverage

PortfolioBroker ConnectorsEducation

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TipRanks

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 43%

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

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web, Mobile, and API
Assets: Stocks, ETFs, and Cryptos
Experience: Intermediate and Advanced
Plans: Subscription

Why switch

TipRanks best matches the base workflow on portfolio tracking, portfolio analytics, and fundamental research.
TipRanks matches the base audience on Pro Retail, Retail Traders, and Intermediate.
You gain Stock Ideas, Top Analysts, Screeners, and ETF Screeners.

Watch out

Major switch gaps: missing Desktop access, missing Bonds, Mutual Funds, and Real Estate coverage, and missing Broker Connectors, Advisor Operations, and Custom Dashboards workflows.
Avoid as a full replacement if you rely on advisor client reporting, market data API, and long-term portfolio tracking.
Best tools are paid: Premium and Ultimate gate Smart Portfolio, Smart Score, expert/insider/hedge-fund tools, exports, and higher MCP quotas.
Free-plan limits: Signup required, Free/Basic MCP OAuth quota is 10 tool calls per month., and Free API-key tier is limited to 5 requests per minute and 50 requests per month..

Shared coverage

PortfolioAPIs & Data FeedsEducation

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Wealthfolio

Best free-tier fitWorkflow overlap 43%

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

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web, Mobile, and Desktop
Assets: Stocks, Bonds, and ETFs
Experience: Intermediate and Advanced
Plans: Subscription

Why switch

Wealthfolio best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
Wealthfolio matches the base audience on Pro Retail, Retail Traders, and Long-term Investors.
You gain Data Visualizations, Performance Attribution, Risk Metrics, and Monte Carlo.

Watch out

Major switch gaps: missing API access, missing Commodities, Private Funds, and Funds coverage, and missing APIs & Data Feeds, Advisor Operations, and Blogs workflows.
Avoid as a full replacement if you rely on advisor client reporting, market data API, and portfolio watchlists.
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.
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..

Shared coverage

PortfolioBroker ConnectorsCustom Dashboards

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Simply Wall St

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 57%

Bottom line: Long-term investors who want visual company reports and portfolio diagnostics.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks, ETFs, and Funds
Experience: Intermediate and Advanced
Plans: Subscription

Why switch

Simply Wall St best matches the base workflow on portfolio tracking, long-term portfolio tracking, and fundamental research.
Simply Wall St matches the base audience on Retail Traders, Long-term Investors, and Intermediate.
You gain Stock Ideas, Screeners, Data Visualizations, and Watchlist.

Watch out

Major switch gaps: missing Desktop and API access, missing Bonds, Mutual Funds, and Cryptos coverage, and missing APIs & Data Feeds, Advisor Operations, and Custom Dashboards workflows.
Avoid as a full replacement if you rely on portfolio analytics, advisor client reporting, and market data API.
Free plan has report and portfolio limits: The Free tier includes 5 company reports per month and 1 portfolio with 10 holdings.
Free-plan limits: Signup required, 5 company reports per month on Free., and 1 portfolio with up to 10 holdings on Free..

Shared coverage

PortfolioBroker ConnectorsBlogsEducation

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Tickeron

Best free-tier fitWorkflow overlap 43%

Bottom line: Active traders who want AI-generated signals, pattern detection, paper trading, AI Robots, and short-horizon trade-idea workflows across stocks, ETFs, crypto, forex, and funds.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web, Mobile, and API
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Plans: Subscription

Why switch

Tickeron best matches the base workflow on portfolio tracking, fundamental research, and screening and idea generation.
Tickeron matches the base audience on Pro Retail, Retail Traders, and Intermediate.
You gain Screeners, Stock Ideas, Stock Comparison, and Auto-Trading & Bots.

Watch out

Major switch gaps: missing Desktop access, missing Bonds, Real Estate, and Commodities coverage, and missing Broker Connectors, APIs & Data Feeds, and Advisor Operations workflows.
Avoid as a full replacement if you rely on portfolio analytics, advisor client reporting, and market data API.
Complex pricing surface: Tickeron pricing appears across memberships, tools, robots, promotions, and standalone subscriptions, so users must verify the exact checkout bundle.
Free-plan limits: Signup required, Credit card required, and Tickeron landing pages advertise a 14-day free trial and state the card is not charged until the end of the trial..

Shared coverage

PortfolioBlogsEducation

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Marketlog

Best free-tier fitWorkflow overlap 43%

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

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks, Bonds, and ETFs
Experience: Intermediate and Advanced
Plans: Subscription

Why switch

Marketlog best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
Marketlog matches the base audience on Pro Retail, Retail Traders, and Long-term Investors.
You gain Watchlist, Institutional Ownership, Data Visualizations, and Risk Metrics.

Watch out

Major switch gaps: missing Desktop and API access, missing Mutual Funds, Real Estate, and Commodities coverage, and missing APIs & Data Feeds, Advisor Operations, and Custom Dashboards workflows.
Avoid as a full replacement if you rely on advisor client reporting, market data API, and portfolio watchlists.
Not a broker or adviser: Marketlog tracks and analyzes portfolios but does not execute trades, provide fiduciary advice, or act as an exchange.
Free-plan limits: Signup required, Free plan supports 1 portfolio, 12 holdings, 100 transactions, manual tracking, and 5 years pricing data., and App Store lists Plus monthly at $7.99, Plus yearly at $79.99, Pro monthly at $17.99, and Pro yearly at $179.99..

Shared coverage

PortfolioBroker ConnectorsBlogs

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EPSMomentum

Best free-tier fitWorkflow overlap 43%

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

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web, Mobile, and API
Assets: Stocks and ETFs
Experience: Intermediate and Advanced
Plans: Subscription

Why switch

EPSMomentum best matches the base workflow on portfolio tracking, portfolio watchlists, and fundamental research.
EPSMomentum matches the base audience on Pro Retail, Retail Traders, and Long-term Investors.
You gain Screeners, Stock Ideas, Data Visualizations, and Money Flow.

Watch out

Major switch gaps: missing Desktop access, missing Bonds, Mutual Funds, and Cryptos coverage, and missing Broker Connectors, APIs & Data Feeds, and Advisor Operations workflows.
Avoid as a full replacement if you rely on portfolio analytics, advisor client reporting, and market data API.
US stocks and ETFs focus: EPSMomentum is not positioned as a global multi-asset terminal or full portfolio accounting product.
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..

Shared coverage

PortfolioCustom DashboardsEducation

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Dividend Watch

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 57%

Bottom line: Dividend investors who want a modern tracker with forecasts, calendars, DRIP tracking, and dividend safety scores.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web
Assets: Stocks and ETFs
Experience: Intermediate and Advanced
Plans: Subscription

Why switch

Dividend Watch best matches the base workflow on portfolio tracking, portfolio watchlists, and fundamental research.
Dividend Watch matches the base audience on Retail Traders, Long-term Investors, and Intermediate.
You gain Watchlist, Dividends, Calendar, and Stock Ideas.

Watch out

Major switch gaps: missing Mobile, Desktop, and API access, missing Bonds, Mutual Funds, and Cryptos coverage, and missing APIs & Data Feeds, Advisor Operations, and Custom Dashboards workflows.
Avoid as a full replacement if you rely on portfolio analytics, advisor client reporting, and market data API.
Free tier is small: Free access tracks one portfolio with up to 10 holdings and limited statement history.
Free-plan limits: Signup required, Free tier supports one portfolio and up to 10 holdings., and Premium and Pro include a 7-day trial..

Shared coverage

PortfolioBroker ConnectorsBlogsEducation

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Delta by eToro

Best free-tier fitWorkflow overlap 29%

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

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web, Mobile, and Desktop
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Plans: Subscription

Why switch

Delta by eToro best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
Delta by eToro matches the base audience on Pro Retail, Retail Traders, and Long-term Investors.
You gain Watchlist, Alerts, Calendar, and News.

Watch out

Major switch gaps: missing API access, missing Bonds, Real Estate, and Private Funds coverage, and missing APIs & Data Feeds, Advisor Operations, and Custom Dashboards workflows.
Avoid as a full replacement if you rely on advisor client reporting, market data API, and portfolio watchlists.
Free tier is asset-capped: Basic is positioned for up to 10 tracked assets; larger portfolios need PRO or PRO+.
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..

Shared coverage

PortfolioBroker Connectors

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Portseido

Best free-tier fitWorkflow overlap 29%

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

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Plans: Subscription

Why switch

Portseido best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
Portseido matches the base audience on Pro Retail, Retail Traders, and Long-term Investors.
You gain Data Visualizations, Performance Attribution, Risk Metrics, and Tax Lots / Lot Optimization.

Watch out

Major switch gaps: missing Desktop and API access, missing Bonds, Commodities, and Private Funds coverage, and missing APIs & Data Feeds, Advisor Operations, and Custom Dashboards workflows.
Avoid as a full replacement if you rely on advisor client reporting, market data API, and fundamental research.
Free and Plus tiers have transaction caps: Free supports a small portfolio and Plus still caps total transactions; heavier users need Pro.
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..

Shared coverage

PortfolioBroker Connectors

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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, 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 Public pricing page says 500,000+ investors track investments with Sharesight. features, and a free tier (workflow overlap ~57%).

Every pick keeps a free tier; start with Sharesight, GuruFocus, and Stock Rover 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×14Education×13Blogs×11APIs & Data Feeds×5Custom Dashboards×4Advisor Operations×2

New angles introduced

Categories the alternatives add beyond Kubera.

Watchlist+17Data Visualizations+16News+15Alerts+14Dividends+14Calendar+13Financials+13Screeners+13

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

7/20

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

Quality checks

10 starred / 11 tested

10 tools are flagged as analyst picks; 11 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 Stock Rover 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, 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, Monte Carlo, Notes & Highlights, Factor Exposure, Market Sentiment, CDS Spreads, Paper Trading, Webhooks, Order Book / Level II, Options P&L, News Sentiment, Retirement Calculator, Bulls Say Bear Say, Guidance / Pre-announcements, Management Performance, Management Compensation, Auto-Trading & Bots, Copy/Social Trading, Courses & Certs, Money Flow, Dark Pool & Off-Exchange, On-chain Analytics, DEX / DeFi, Wallet / Address Monitoring, and Tax Lots / Lot Optimization 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.

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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
Website: 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!

Got ideas for new features?

Suggest on X

Prefer email? Reach me at support@findmymoat.com

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.