Which platforms should you compare to Kubera first?

Orion Advisor Tech, Portfolio123, SS&C Black Diamond Wealth Solutions align closest with Kubera across category coverage and pricing, making them the best comparisons to review first.

Does any matchup include a free-plan alternative?

Yes. Portfolio123, Sharesight, TradingView, and others keep freemium access, so you can benchmark Kubera without a paid commitment.

Which comparisons highlight mobile access?

Kubera goes head-to-head with Orion Advisor Tech, SS&C Black Diamond Wealth Solutions, Masttro for mobile-ready workflows. Review those matchups if on-the-go research matters.

VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★

PRICE: 5 CENTS

Thursday, December 11, 2025

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Matchup hub

Compare Kubera

Every head-to-head showdown featuring Kubera. Review coverage overlap, standout differentiators, and pricing context before you request demos.

Quick takeaways

Orion Advisor Tech overlaps on Broker Connectors, Data APIs, and APIs & SDKs and pushes into Portfolio Accounting / Book of Record and Client & Investor Reporting with Kubera and is the quickest matchup to review first.

Portfolio123, Sharesight, and TradingView keep freemium tiers so you can benchmark Kubera without committing budget.

Kubera rivals most often add coverage in Alerts, Data Visualizations, and Financials, so focus there when evaluating upgrades.

Matchups catalogued

Include free tiers

Offer mobile access

57%

Avg category overlap

Category heatmap

How Kubera stacks up

Spot the coverage themes most often compared against this tool and where rivals extend or lag.

Shared battlegrounds

Categories that appear in the majority of head-to-head matchups.

APIs & SDKs18
Data APIs18
Portfolio18
Blogs16
Education15
Broker Connectors12

Where rivals add depth

Common coverage areas that comparison partners introduce beyond Kubera.

Alerts13
Data Visualizations12
Financials11
Screeners11
Watchlist11
News9

Where Kubera stands alone

Categories that remain exclusive to Kubera across these matchups.

Custom Dashboards20
Client Portal & Mobile App18
Broker Connectors12
Education9
Blogs8
APIs & SDKs6

Matchups

Dive into the full comparison roster

Start with the closest overlaps, then branch into tools that push Kubera into new workflows.

Orion Advisor Tech

75% overlap

Orion Advisor Tech overlaps on Broker Connectors, Data APIs, and APIs & SDKs, adds Portfolio Accounting / Book of Record, Client & Investor Reporting, and GIPS Composite Reporting coverage while matching Kubera.

Shared categories

Broker Connectors Data APIs APIs & SDKs Client Portal & Mobile App Blogs Education

Orion Advisor Tech adds

Portfolio Accounting / Book of Record
Client & Investor Reporting
GIPS Composite Reporting
Rebalancing & Trading

Kubera keeps to itself

Portfolio
Custom Dashboards

Shared platforms

WebMobileAPI

Shared pricing

Subscription

Open full comparison View Orion Advisor Tech profile

Portfolio123

75% overlap

Editor’s pick

Hands-on review

Portfolio123 overlaps on Portfolio, Broker Connectors, and Data APIs, adds Screeners, Data Visualizations, and Quant coverage while matching Kubera.

Shared categories

Portfolio Broker Connectors Data APIs APIs & SDKs Blogs Education

Portfolio123 adds

Screeners
Data Visualizations
Quant
Stock Ideas

Kubera keeps to itself

Client Portal & Mobile App
Custom Dashboards

Shared platforms

WebDesktopAPI

Shared pricing

Subscription

Open full comparison View Portfolio123 profile

SS&C Black Diamond Wealth Solutions

75% overlap

SS&C Black Diamond Wealth Solutions overlaps on Portfolio, Broker Connectors, and APIs & SDKs, adds Portfolio Accounting / Book of Record, Client & Investor Reporting, and Rebalancing & Trading coverage while matching Kubera.

Shared categories

Portfolio Broker Connectors APIs & SDKs Client Portal & Mobile App Custom Dashboards Blogs

SS&C Black Diamond Wealth Solutions adds

Portfolio Accounting / Book of Record
Client & Investor Reporting
Rebalancing & Trading
Model Portfolios & Sleeves

Kubera keeps to itself

Data APIs
Education

Shared platforms

WebMobileAPI

Shared pricing

Subscription

Open full comparison View SS&C Black Diamond Wealth Solutions profile

Masttro

75% overlap

Masttro overlaps on Portfolio, Broker Connectors, and Data APIs, adds Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting coverage while matching Kubera.

Shared categories

Portfolio Broker Connectors Data APIs APIs & SDKs Client Portal & Mobile App Custom Dashboards

Masttro adds

Wealth Management
Portfolio Accounting / Book of Record
Client & Investor Reporting
Householding & Multi-Entity

Kubera keeps to itself

Blogs
Education

Shared platforms

WebMobileAPI

Shared pricing

Subscription

Open full comparison View Masttro profile

Addepar

63% overlap

Addepar overlaps on Portfolio, Broker Connectors, and Data APIs, adds Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting coverage while matching Kubera.

Shared categories

Portfolio Broker Connectors Data APIs APIs & SDKs Client Portal & Mobile App

Addepar adds

Wealth Management
Portfolio Accounting / Book of Record
Client & Investor Reporting
Alternatives / Capital Calls & Distributions

Kubera keeps to itself

Custom Dashboards
Blogs
Education

Shared platforms

WebMobileAPI

Shared pricing

Subscription

Open full comparison View Addepar profile

Envestnet Wealth Management Platform

63% overlap

Envestnet Wealth Management Platform overlaps on Portfolio, Broker Connectors, and Data APIs, adds Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting coverage while matching Kubera.

Shared categories

Portfolio Broker Connectors Data APIs APIs & SDKs Client Portal & Mobile App

Envestnet Wealth Management Platform adds

Wealth Management
Portfolio Accounting / Book of Record
Client & Investor Reporting
Rebalancing & Trading

Kubera keeps to itself

Custom Dashboards
Blogs
Education

Shared platforms

WebMobileAPI

Shared pricing

Subscription

Open full comparison View Envestnet Wealth Management Platform profile

Sharesight

63% overlap

Sharesight overlaps on Portfolio, Broker Connectors, and Data APIs, adds Risk Metrics, Performance Attribution, and Downloadable Tax Reports coverage while matching Kubera.

Shared categories

Portfolio Broker Connectors Data APIs APIs & SDKs Client Portal & Mobile App

Sharesight adds

Risk Metrics
Performance Attribution
Downloadable Tax Reports
Capital Gains Estimator

Kubera keeps to itself

Custom Dashboards
Blogs
Education

Shared platforms

WebMobileAPI

Shared pricing

Subscription

Open full comparison View Sharesight profile

TradingView

63% overlap

Editor’s pick

Hands-on review

TradingView overlaps on Portfolio, Broker Connectors, and APIs & SDKs, adds Screeners, ETF Screeners, and Data Visualizations coverage while matching Kubera.

Shared categories

Portfolio Broker Connectors APIs & SDKs Blogs Education

TradingView adds

Screeners
ETF Screeners
Data Visualizations
Options & Derivatives

Kubera keeps to itself

Data APIs
Client Portal & Mobile App
Custom Dashboards

Shared platforms

WebMobileDesktop

Shared pricing

Subscription

Open full comparison View TradingView profile

Dune

63% overlap

Dune overlaps on Data APIs, APIs & SDKs, and Custom Dashboards, adds On-chain Analytics, DEX / DeFi, and Wallet / Address Monitoring coverage while matching Kubera.

Shared categories

Data APIs APIs & SDKs Custom Dashboards Blogs Education

Dune adds

On-chain Analytics
DEX / DeFi
Wallet / Address Monitoring
NFT Markets

Kubera keeps to itself

Portfolio
Broker Connectors
Client Portal & Mobile App

Shared platforms

WebAPI

Shared pricing

Subscription

Open full comparison View Dune profile

Fiscal.ai

63% overlap

Editor’s pick

Hands-on review

Fiscal.ai overlaps on Portfolio, Data APIs, and APIs & SDKs, adds Screeners, Stock Comparison, and Data Visualizations coverage while matching Kubera.

Shared categories

Portfolio Data APIs APIs & SDKs Blogs Education

Fiscal.ai adds

Screeners
Stock Comparison
Data Visualizations
Watchlist

Kubera keeps to itself

Broker Connectors
Client Portal & Mobile App
Custom Dashboards

Shared platforms

WebAPI

Shared pricing

Subscription

Open full comparison View Fiscal.ai profile

GuruFocus

50% overlap

Editor’s pick

Hands-on review

GuruFocus overlaps on Portfolio, Data APIs, and Blogs, adds Screeners, Stock Ideas, and Stock Comparison coverage while matching Kubera.

Shared categories

Portfolio Data APIs Blogs Education

GuruFocus adds

Screeners
Stock Ideas
Stock Comparison
Data Visualizations

Kubera keeps to itself

Broker Connectors
APIs & SDKs
Client Portal & Mobile App
Custom Dashboards

Shared platforms

WebMobileDesktopAPI

Shared pricing

Subscription

Open full comparison View GuruFocus profile

Quartr

50% overlap

Editor’s pick

Hands-on review

Quartr overlaps on Data APIs, APIs & SDKs, and Blogs, adds Financials, Transcripts, and Analyst Forecasts coverage while matching Kubera.

Shared categories

Data APIs APIs & SDKs Blogs Education

Quartr adds

Financials
Transcripts
Analyst Forecasts
Calendar

Kubera keeps to itself

Portfolio
Broker Connectors
Client Portal & Mobile App
Custom Dashboards

Shared platforms

WebMobileAPI

Shared pricing

Subscription

Open full comparison View Quartr profile

Unusual Whales

50% overlap

Editor’s pick

Hands-on review

Unusual Whales overlaps on Portfolio, Data APIs, and APIs & SDKs, adds Screeners, Options & Derivatives, and Paper Trading coverage while matching Kubera.

Shared categories

Portfolio Data APIs APIs & SDKs Education

Unusual Whales adds

Screeners
Options & Derivatives
Paper Trading
Dark Pool & Off-Exchange

Kubera keeps to itself

Broker Connectors
Client Portal & Mobile App
Custom Dashboards
Blogs

Shared platforms

WebMobileAPI

Shared pricing

Subscription

Open full comparison View Unusual Whales profile

ETF Insider

50% overlap

Editor’s pick

Hands-on review

ETF Insider overlaps on Portfolio, Data APIs, and APIs & SDKs, adds ETF Screeners, Screeners, and Data Visualizations coverage while matching Kubera.

Shared categories

Portfolio Data APIs APIs & SDKs Blogs

ETF Insider adds

ETF Screeners
Screeners
Data Visualizations
Factor Exposure

Kubera keeps to itself

Broker Connectors
Client Portal & Mobile App
Custom Dashboards
Education

Shared platforms

WebAPI

Shared pricing

Subscription

Open full comparison View ETF Insider profile

Koyfin

50% overlap

Editor’s pick

Hands-on review

Koyfin overlaps on Portfolio, Custom Dashboards, and Blogs, adds Screeners, ETF Screeners, and Data Visualizations coverage while matching Kubera.

Shared categories

Portfolio Custom Dashboards Blogs Education

Koyfin adds

Screeners
ETF Screeners
Data Visualizations
Stock Comparison

Kubera keeps to itself

Broker Connectors
Data APIs
APIs & SDKs
Client Portal & Mobile App

Shared platforms

WebMobile

Shared pricing

Subscription

Open full comparison View Koyfin profile

Simply Wall St

50% overlap

Editor’s pick

Hands-on review

Simply Wall St overlaps on Portfolio, Broker Connectors, and Blogs, adds Stock Ideas, Screeners, and Data Visualizations coverage while matching Kubera.

Shared categories

Portfolio Broker Connectors Blogs Education

Simply Wall St adds

Stock Ideas
Screeners
Data Visualizations
Watchlist

Kubera keeps to itself

Data APIs
APIs & SDKs
Client Portal & Mobile App
Custom Dashboards

Shared platforms

WebMobile

Shared pricing

Subscription

Open full comparison View Simply Wall St profile

Trackinsight

50% overlap

Trackinsight overlaps on Portfolio, Data APIs, and Blogs, adds ETF Screeners, ETF Comparison, and ETF Overview coverage while matching Kubera.

Shared categories

Portfolio Data APIs Blogs Education

Trackinsight adds

ETF Screeners
ETF Comparison
ETF Overview
ETF Performance

Kubera keeps to itself

Broker Connectors
APIs & SDKs
Client Portal & Mobile App
Custom Dashboards

Shared platforms

WebAPI

Shared pricing

Subscription

Open full comparison View Trackinsight profile

YCharts

50% overlap

Hands-on review

YCharts overlaps on Portfolio, Broker Connectors, and Data APIs, adds Screeners, Stock Comparison, and ETF Comparison coverage while matching Kubera.

Shared categories

Portfolio Broker Connectors Data APIs APIs & SDKs

YCharts adds

Screeners
Stock Comparison
ETF Comparison
Data Visualizations

Kubera keeps to itself

Client Portal & Mobile App
Custom Dashboards
Blogs
Education

Shared platforms

WebAPI

Shared pricing

Subscription

Open full comparison View YCharts profile

Dividend Watch

50% overlap

Editor’s pick

Hands-on review

Dividend Watch overlaps on Portfolio, Broker Connectors, and Blogs, adds Watchlist, Dividends, and Calendar coverage while matching Kubera.

Shared categories

Portfolio Broker Connectors Blogs Education

Dividend Watch adds

Watchlist
Dividends
Calendar
Dividend

Kubera keeps to itself

Data APIs
APIs & SDKs
Client Portal & Mobile App
Custom Dashboards

Shared platforms

Web

Shared pricing

Subscription

Open full comparison View Dividend Watch profile

Visualping

50% overlap

Visualping overlaps on Data APIs, APIs & SDKs, and Blogs, adds Alerts, Webhooks, and Regulatory Filings Monitoring coverage while matching Kubera.

Shared categories

Data APIs APIs & SDKs Blogs Education

Visualping adds

Alerts
Webhooks
Regulatory Filings Monitoring
Other

Kubera keeps to itself

Portfolio
Broker Connectors
Client Portal & Mobile App
Custom Dashboards

Shared platforms

Web

Shared pricing

Subscription

Open full comparison View Visualping profile

Ziggma

50% overlap

Ziggma overlaps on Portfolio, Broker Connectors, and Blogs, adds Watchlist, Stock Ideas, and Screeners coverage while matching Kubera.

Shared categories

Portfolio Broker Connectors Blogs Education

Ziggma adds

Watchlist
Stock Ideas
Screeners
ETF Screeners

Kubera keeps to itself

Data APIs
APIs & SDKs
Client Portal & Mobile App
Custom Dashboards

Shared platforms

Web

Shared pricing

Subscription

Open full comparison View Ziggma profile

Interactive Brokers

38% overlap

Editor’s pick

Hands-on review

Interactive Brokers overlaps on Portfolio, Data APIs, and APIs & SDKs, adds Brokerage, Paper Trading, and Advanced Order Types coverage while matching Kubera.

Shared categories

Portfolio Data APIs APIs & SDKs

Interactive Brokers adds

Brokerage
Paper Trading
Advanced Order Types
Smart/Direct Routing

Kubera keeps to itself

Broker Connectors
Client Portal & Mobile App
Custom Dashboards
Blogs

Shared platforms

WebMobileDesktopAPI

Open full comparison View Interactive Brokers profile

Calcbench

38% overlap

Calcbench overlaps on Data APIs, APIs & SDKs, and Blogs, adds Financials, Improved Filings, and Flags coverage while matching Kubera.

Shared categories

Data APIs APIs & SDKs Blogs

Calcbench adds

Financials
Improved Filings
Flags
Management Compensation

Kubera keeps to itself

Portfolio
Broker Connectors
Client Portal & Mobile App
Custom Dashboards

Shared platforms

WebDesktopAPI

Shared pricing

Subscription

Open full comparison View Calcbench profile

Listen Notes

60% overlap

Listen Notes overlaps on Data APIs, APIs & SDKs, and Education, adds Alerts and Other coverage while matching Kubera.

Shared categories

Data APIs APIs & SDKs Education

Listen Notes adds

Alerts
Other

Kubera keeps to itself

Portfolio
Broker Connectors
Client Portal & Mobile App
Custom Dashboards

Shared platforms

WebMobileAPI

Shared pricing

Subscription

Open full comparison View Listen Notes profile

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.