Calcbench vs Kubera comparison

Unique

• As‑reported financials with drill‑through ‘Trace to source’ into the filing; multi‑company time‑series and standardized metrics.
• Interactive disclosures/footnotes search across 10‑K/10‑Q (and other docs); segment & geographic breakouts.
• Earnings press‑release data within minutes of wire: GAAP, non‑GAAP, guidance, KPIs; model‑ready via Excel or API.
• Point‑in‑time fundamentals: standardized metrics stamped with first‑available timestamps to avoid look‑ahead bias.
• Auditor & auditor‑fee dataset with flags; M&A purchase‑price‑allocation dataset.
• Excel add‑in (Windows, full), Office 365 add‑in (Mac/Web, limited), and Google Sheets add‑on; Python API client.

Unique

• Unified net-worth and portfolio dashboard that aggregates global bank, brokerage, crypto and other financial accounts via multiple account aggregators (Plaid, Mastercard, MX, Yodlee, SnapTrade, Lean, Akahu, Salt Edge), plus manual assets—so you can track nearly any stock, ETF or mutual fund across major exchanges worldwide.
• 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 designed for cross-border users, supporting assets in many currencies while letting you monitor total wealth and performance in the base currency of your choice.
• Nested portfolios for multiple entities and ownership structures—holding companies, subsidiaries, trusts and partnerships—so you can maintain separate balance sheets and still see a consolidated net worth view.
• Collaborative “multiplayer” access with granular portfolio-level permissions for family, assistants, advisors and other collaborators, plus advisor-specific tools such as client management, customizable reporting, integrated billing, team access control and white-label portals for firms.