VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★

PRICE: 5 CENTS

Thursday, December 11, 2025

Tool Comparison

Interactive Brokers vs Kubera comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

Interactive Brokers adds Brokerage, Paper Trading, Advanced Order Types, Smart/Direct Routing, Order Book / Level II, Watchlist, Risk Metrics, Scenario & Stress Tests, Performance Attribution, and Options & Derivatives coverage that Kubera skips.

Kubera includes Broker Connectors, Client Portal & Mobile App, Custom Dashboards, Blogs, and Education categories that Interactive Brokers omits.

In depth comparison

Interactive Brokers

interactivebrokers.co.uk

Editor’s pick Hands-on review

A global, multi-asset direct-access broker with coverage across 160 markets in 36 countries and 28 currencies. Crypto trading and some services vary by region (IBKR Crypto is powered by Paxos or Zero Hash where supported). Client APIs include the Client Portal Web API and TWS API; retail users authenticate via the local Client Portal Gateway, while OAuth2 applies to approved web integrations.

Platforms

WebMobileDesktopAPI

Pricing

Other

Quick highlights

Single universal account providing access to around 160 markets across 36 countries and 28 currencies.
More than 100 order types and algos, including Bracket, OCO, and OCA, with either SMART routing or direct exchange routing.
Market depth (Level II) and full order book views via Trader Workstation (TWS).
Advanced options analytics with Greeks, implied volatility curves, and a 3D volatility surface viewer.
Risk Navigator for real-time portfolio risk, Value-at-Risk, and what-if scenario analysis.

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Kubera

kubera.com

Subscription-based, security-focused net worth and portfolio tracker for high-net-worth individuals, founders, expats and advisors. Aggregates thousands of global financial institutions, supports multi-currency and alternatives, offers scenario modelling, beneficiary workflows, advisor white-label, and a first-party API. Nested portfolios, granular access control and concierge onboarding are positioned as Kubera Black / enterprise additions.

Platforms

WebMobileDesktopAPI

Pricing

Subscription

Quick highlights

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.

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Where they differ

Interactive Brokers

Distinct strengths include:

Brokerage Paper Trading Advanced Order Types Smart/Direct Routing Order Book / Level II Watchlist Risk Metrics Scenario & Stress Tests

Single universal account providing access to around 160 markets across 36 countries and 28 currencies.
More than 100 order types and algos, including Bracket, OCO, and OCA, with either SMART routing or direct exchange routing.
Market depth (Level II) and full order book views via Trader Workstation (TWS).
Advanced options analytics with Greeks, implied volatility curves, and a 3D volatility surface viewer.

Kubera

Distinct strengths include:

Broker Connectors Client Portal & Mobile App Custom Dashboards Blogs Education

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.

Feature-by-feature breakdown

Attribute	Interactive Brokers	Kubera
Categories Which research workflows each platform targets	Shared: APIs & SDKs, Data APIs, Portfolio Unique: Brokerage, Paper Trading, Advanced Order Types, Smart/Direct Routing, Order Book / Level II, Watchlist, Risk Metrics, Scenario & Stress Tests, Performance Attribution, Options & Derivatives	Shared: APIs & SDKs, Data APIs, Portfolio Unique: Broker Connectors, Client Portal & Mobile App, Custom Dashboards, Blogs, Education
Asset types Supported asset classes and universes	Stocks, ETFs, Options, Futures, Bonds, Mutual Funds, Currencies, Commodities, Cryptos	Stocks, Bonds, ETFs, Mutual Funds, Cryptos, Real Estate, Commodities, Private Funds, Funds, Other
Experience levels Who each product is built for	Beginner, Intermediate, Advanced	Intermediate, Advanced
Platforms Where you can access the product	Web, Mobile, Desktop, API	Web, Mobile, Desktop, API
Pricing High-level pricing models	Other	Subscription
Key features Core capabilities called out by each vendor	Unique Single universal account providing access to around 160 markets across 36 countries and 28 currencies. More than 100 order types and algos, including Bracket, OCO, and OCA, with either SMART routing or direct exchange routing. Market depth (Level II) and full order book views via Trader Workstation (TWS). Advanced options analytics with Greeks, implied volatility curves, and a 3D volatility surface viewer. Risk Navigator for real-time portfolio risk, Value-at-Risk, and what-if scenario analysis. Portfolio Rebalancer tool to realign or target allocation weights across accounts.	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.
Tested Verified by hands-on testing inside Find My Moat	Yes	Not yet
Editor pick Featured inside curated shortlists	Highlighted	Standard listing

Frequently Asked Questions

Which workflows do Interactive Brokers and Kubera both support?

Both platforms cover APIs & SDKs, Data APIs, and Portfolio workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do Interactive Brokers and Kubera require subscriptions?

Neither platform maintains a free tier. Budget for a subscription to unlock the research coverage highlighted in this comparison.

How can you access Interactive Brokers and Kubera?

Both Interactive Brokers and Kubera support web and mobile access, making it easy to keep tabs on research away from the desk.

What unique strengths set the two platforms apart?

Interactive Brokers differentiates itself with Single universal account providing access to around 160 markets across 36 countries and 28 currencies., More than 100 order types and algos, including Bracket, OCO, and OCA, with either SMART routing or direct exchange routing., and Market depth (Level II) and full order book views via Trader Workstation (TWS)., whereas Kubera stands out for 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., and 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..

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Stay on top of related tools

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