★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
ETF Insider vs Kubera
ETF Insider
Best for ETF screeners and screeners
Free • From $14/mo
Kubera
Best for broker connectors and advisor operations
From $250/yr
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The verdict
The bottom line
ETF Insider and Kubera cover a lot of the same ground (3 shared categories, portfolio, APIs & data feeds, and blogs), so for the basics you won't go far wrong with either. ETF Insider simply does more: 11 categories to Kubera's 7, including ETF screeners, screeners, and data visualizations. Kubera counters by keeping things simpler.
Key differences at a glance
- Mobile app
- Kubera
- Free plan
- ETF Insider
- Cheaper paid plan
- ETF Insider$14/mo vs $20.83/mo
- Free trial
- Kubera14 days
- Broader coverage
- ETF Insider11 vs 7 categories
- Desktop app
- Kubera
Choose
ETF Insider if…
- Delayed quotes won't cut it; you need real-time data
- You'd rather start free and only pay if you outgrow it
- You want the cheaper way in: plans start at $14/mo instead of $20.83/mo
- You care about ETF screeners, screeners, and data visualizations, things Kubera doesn't offer
Choose
Kubera if…
- You do a lot of your research from your phone
- You care about broker connectors, advisor operations, and custom dashboards, things ETF Insider doesn't offer
Comparison snapshot
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $14/mo | From $250/yr |
Free tier | Yes | No |
Free trial | — | 14 days |
Plan limits | 5 limits: Free: saved portfolios: 4, Free: holdings depth: Limited full holdings data +3 more | 6 limits: Essentials: api requests per day: 100, Essentials: api rate limit per minute: 30 +4 more |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | No | Yes |
Mobile app | No | Yes |
API access | Yes | Yes |
Broker sync | No | Yes |
Integrations | — | Plaid, Mastercard +7 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +3 more | Pro Retail, Retail Traders +3 more |
Categories covered | 11 | 7 |
Regions | North America | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | Latency: Real-time | 3 signals: Granularity: EOD and Minute, Multi-currency +1 more |
Data partners | SEC EDGAR and Issuer Websites | — |
Capabilities | 3 signals: Factor exposure, Portfolio factor exposure +1 more | 14 signals: Broker sync, Rebalancing +12 more |
Security | — | 5 signals: SOC2, Status page +3 more |
| Try it | Visit ETF Insider | Visit Kubera |
Standout features
What ETF Insider does best
- Interactive web app that visualizes portfolios from the perspective of their underlying assets using a central network diagram and portfolio/assets tabs for drill‑downs.
- Supports ETFs, mutual funds and stocks as input assets, with full look‑through to all underlying holdings and tools to understand overlap, sector, geographic and market‑cap concentration.
- Risk and efficiency analytics including portfolio standard deviation, beta, diversification labels, fund overlap metrics and efficient‑frontier / Sharpe‑ratio views versus major benchmarks.
- ETF and mutual fund screener that filters products by asset class, geography, theme, provider and sector, alongside performance and information panels.
- Portfolio performance panel with timeframes from 1D to MAX plus tabs for Information, Diversification, Performance, Fund Overlap, Asset Correlations, Beta and Holdings Breakdown.
What Kubera does best
- 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.
Data & access details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | ETFsMutual FundsStocks | StocksBondsETFsMutual FundsCryptosReal EstateCommoditiesPrivate Funds+2 more |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsLong-term InvestorsIndex/Passive Investors | Pro RetailRetail TradersLong-term InvestorsFinancial AdvisorsFamily Offices |
Regions | North America | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Countries: USIdentifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Real-time | Not specified |
Data granularity | Not specified | EODMinute |
Data partners | SEC EDGARIssuer Websites | Not specified |
| Access & integrations | ||
API auth & delivery | Not specified | 30 req/minDocs |
Import methods | CSVManual | PlaidBrokerOAuthManual |
Integrations | Not specified | PlaidMastercardMXYodleeSnapTradeLeanAkahuSalt Edge+1 more |
Export formats | ImagePDFExcel | Excel |
| Plans & trust | ||
Security & compliance | Not specified | SOC2Status pageEncryption at restEncryption in transitRole-based access |
Capability signals | Factor exposurePortfolio factor exposureCorrelation | Broker syncRebalancingMulti-currencyWallet trackingMulti-entity structuresAlternatives supportDrift monitoringCash management+6 more |
Vendor & support | ETF InsiderCountry: IsraelFounded 2022Support: Email | Kubera Apps, Inc.Country: United StatesSupport: Email |
Green tags are exclusive to that tool in this comparison.
Pricing breakdown
$14/mo
Lower starting price
Plans & pricing
- saved portfolios: 4
- holdings depth: Limited full holdings data
- saved portfolios: Unlimited
- holdings depth: Unlimited full holdings data
- +1 more
$250/yr
Starting price
Plans & pricing
- api requests per day: 100
- api rate limit per minute: 30
- api requests per day: 1,000
- api rate limit per minute: 30
- api requests per day: 1,000
- api rate limit per minute: 30
Coverage overlap
Shared categories
3Where the two tools cover the same ground.
ETF Insider strengths
8What you only get with ETF Insider.
Kubera strengths
4What you only get with Kubera.
Community category leaders
Vote sentiment comparison
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Frequently Asked Questions
What's the difference between ETF Insider and Kubera?
ETF Insider leans toward ETF screeners, screeners, and data visualizations, while Kubera puts more weight on portfolio, broker connectors, and APIs & data feeds. They overlap in 3 categories, so for most people it comes down to workflow preference and price.
Is ETF Insider or Kubera free to use?
ETF Insider has a free tier, so you can get started without paying anything. Kubera is paid-only. If budget matters, start with ETF Insider and see how far it takes you before opening your wallet.
Which is better for beginners: ETF Insider or Kubera?
ETF Insider is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Can I use ETF Insider or Kubera on my phone?
Kubera lists a dedicated mobile app, so it travels better. ETF Insider doesn't list a dedicated mobile app; its documented access is web and API.
Do ETF Insider and Kubera have APIs?
Yes, both offer API access, so developers and quants can pull data programmatically or wire up their own integrations.
Should I choose ETF Insider or Kubera?
It depends on what you're after. Pick ETF Insider if ETF screeners and screeners matter to you; go with Kubera if you'd rather have broker connectors and advisor operations. And if you only need the basics both share, let price decide.
What asset classes do ETF Insider and Kubera cover?
Both cover ETFs, mutual funds, and stocks. Kubera adds bonds, cryptos, and real estate on top.
Does ETF Insider or Kubera have real-time data?
ETF Insider offers real-time data, which matters if you trade actively. Kubera runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Which covers international markets: ETF Insider or Kubera?
Kubera has documented international coverage (North America, Europe, APAC, LatAm, and more), so it's the safer bet if you hold non-US stocks. ETF Insider is more region-specific, mainly North America.
Can I export data from ETF Insider and Kubera?
Yes, both export to spreadsheets (Excel), which is handy if you like running your own numbers.
Can ETF Insider or Kubera connect to my broker?
Kubera syncs with brokers automatically. With ETF Insider, you're entering holdings by hand or importing files.
Are ETF Insider and Kubera good for long-term investing?
Yes, both are aimed squarely at long-term investors. Compare their coverage, workflow, and price before assuming they solve the same long-term research job.
Which has a better stock screener: ETF Insider or Kubera?
ETF Insider has a stock screener for surfacing ideas; Kubera doesn't, and focuses its energy elsewhere.
Can I track my portfolio with ETF Insider or Kubera?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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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.