getquin vs Kubera comparison

Unique

• Real-time portfolio and net-worth tracker that aggregates investments, bank accounts and other assets into a single view, with portfolio performance and breakdowns across assets, brokers and wallets.
• Supports tracking of many asset classes in one dashboard, including stocks, ETFs, funds, DeFi investments, real estate, angel investments, luxury collectibles, art, commodities and other alternative assets.
• Lets users link brokerage and bank accounts via secure API/open-banking connections, while also supporting manual asset entry and PDF-based imports for some brokers such as Trade Republic.
• Built-in dividend tracker and calendar that shows cumulative payouts, forward dividend forecasts, year-on-year growth rates and dividend yield, plus a personal dividend calendar within the portfolio.
• AI-powered portfolio analysis (including the DeepDive feature) that X-rays holdings to show composition and exposures across countries, sectors, currencies and asset classes, helping users understand diversification and concentration.
• Performance analytics including advanced metrics such as time-weighted returns, along with real-time data and benchmarking to monitor true portfolio performance across connected assets, brokers and wallets.

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.