★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Koyfin vs Kubera
Pick Koyfin if
Koyfin
Free • From $39/mo · Web · Mobile
- You'd rather start free and only pay if you outgrow it
- Delayed quotes won't cut it; you need real-time data
- You care about screeners, ETF screeners, and data visualizations, things Kubera doesn't offer
Pick Kubera if
Kubera
From $250/yr · Web · Mobile · Desktop
- You want the cheaper way in: plans start at $20.83/mo instead of $39/mo
- You want an API so you can script or automate things
- You care about broker connectors, APIs & data feeds, and blogs, things Koyfin doesn't offer
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
The bottom line
Koyfin and Kubera cover a lot of the same ground (3 shared categories, custom dashboards, portfolio, and advisor operations), so for the basics you won't go far wrong with either. Koyfin simply does more: 20 categories to Kubera's 7, including screeners, ETF screeners, and data visualizations. Kubera counters by starting cheaper at $20.83/mo.
What readers say
Koyfin
Vote once to reveal the community verdict.
Kubera
Vote once to reveal the community verdict.
Key differences at a glance
- Free plan
- Koyfin
- Cheaper paid plan
- Kubera$20.83/mo vs $39/mo
- Free trial
- Kubera14 days
- Broader coverage
- Koyfin20 vs 7 categories
- Desktop app
- Kubera
- API access
- Kubera
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $39/mo | From $250/yr |
Free tier | Yes | No |
Free trial | — | 14 days |
Plan limits | 24 limits: Free: watchlists: 2, Free: screens: 2 +22 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 | Yes | Yes |
API access | No | Yes |
Broker sync | Yes | Yes |
Integrations | Schwab, Altruist +6 more | Plaid, Mastercard +7 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | Pro Retail, Retail Traders +3 more |
Categories covered | 20 | 7 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | Latency: Real-time, 15-min Delayed, and End of Day and Adjustments: TotalReturn | 3 signals: Granularity: EOD and Minute, Multi-currency +1 more |
Data partners | 6 partners: S&P Global Market Intelligence, Morningstar +4 more | — |
Capabilities | 7 signals: Universe builder, Broker sync +5 more | 14 signals: Broker sync, Rebalancing +12 more |
Security | 4 signals: SOC2, Data residency: US +2 more | 5 signals: SOC2, Status page +3 more |
| Try it | Visit Koyfin | Visit Kubera |
Where each one shines
What Koyfin and Kubera each do best.ShowHide
Where each one shines
What Koyfin and Kubera each do best.What Koyfin does best
- Tools for building customizable dashboards, watchlists, charts, and market monitors across global equities, ETFs, funds, fixed income, FX, commodities, crypto, indices, and economics.
- Screening for more than 100,000 global securities with thousands of criteria, with stock and ETF screening on paid plans and mutual-fund screening in Advisor tiers.
- Advanced charts with technical indicators, fundamentals, valuation measures, analyst estimates, price targets, templates, sharing, and downloads where vendor licenses allow.
- Research coverage for companies with financial analysis pages, customizable financial templates, news, filings, transcripts, analyst data, short interest, and AI transcript summaries on paid plans.
- Tracking portfolios with grouping, notes, summary rows, alerts, custom data series, uploaded CSV price history, and mobile portfolio monitoring.
What Kubera does best
- Aggregate global bank, brokerage, crypto, and other financial accounts through multiple connectors including Plaid, Mastercard, MX, Yodlee, SnapTrade, Lean, Akahu, Salt Edge, and manual entry.
- Tracking public securities, bank balances, bonds, funds, private-company equity, venture investments, real estate, vehicles, precious metals, crypto wallets, exchanges, DeFi, NFTs, staking, lending, and other alternatives.
- Monitoring wealth across currencies while viewing consolidated net worth and performance in a chosen base currency.
- Nested portfolios and entity-level balance sheets for holding companies, trusts, partnerships, subsidiaries, and other complex ownership structures on higher-tier plans.
- Sharing tools for selected portfolios with family members, assistants, advisors, or collaborators using granular access control where the plan supports it.
Every detail we compared
Every tracked attribute for Koyfin and Kubera, side by side.ShowHide
Every detail we compared
Every tracked attribute for Koyfin and Kubera, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFutures+1 more | StocksBondsETFsMutual FundsCryptosReal EstateCommoditiesPrivate Funds+2 more |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsAsset ManagersFinancial AdvisorsRIAs / Wealth FirmsStudents/Researchers | Pro RetailRetail TradersLong-term InvestorsFinancial AdvisorsFamily Offices |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Identifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Real-time15-min DelayedEnd of Day | Not specified |
Data granularity | Not specified | EODMinute |
Data partners | S&P Global Market IntelligenceMorningstarFREDTrading EconomicsTrueFXPolygon.io | Not specified |
| Access & integrations | ||
API auth & delivery | Not specified | 30 req/minDocs |
Import methods | ManualCSVCustodian | PlaidBrokerOAuthManual |
Integrations | SchwabAltruistTradePMRInteractive BrokersBlack DiamondOrionFidelityAddepar | PlaidMastercardMXYodleeSnapTradeLeanAkahuSalt Edge+1 more |
Export formats | CSVImagePDF | Excel |
| Plans & trust | ||
Security & compliance | SOC2Data residency: USEncryption at restEncryption in transit | SOC2Status pageEncryption at restEncryption in transitRole-based access |
Capability signals | Universe builderBroker syncYield curvesAI summaries: TranscriptsHouseholdingModel portfoliosClient reporting | Broker syncRebalancingMulti-currencyWallet trackingMulti-entity structuresAlternatives supportDrift monitoringCash management+6 more |
Vendor & support | Koyfin, Inc.Country: United StatesFounded 2016Support: Email | Kubera Apps, Inc.Country: United StatesSupport: Email |
Green tags are exclusive to that tool in this comparison.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | Freewatchlists: 2 · screens: 2 · +5 more | — |
| Entry paid plan | $39/mo“Plus”financials years: 10 · estimates years: 10 · +5 more | $250/yr≈ $20.83/mo“Essentials”api requests per day: 100 · api rate limit per minute: 30 |
| Tier 2 | $79/mo“Premium”alerts: 500 · custom securities: Unlimited | $2500/yr≈ $208.33/mo“Black”api requests per day: 1,000 · api rate limit per minute: 30 |
| Tier 3 | $209/mo“Advisor Core”alerts: 500 · reports per month: 10 · +2 more | $300/mo“Kubera White Label”api requests per day: 1,000 · api rate limit per minute: 30 |
| Top plan | $299/mo“Advisor Pro”alerts: 500 · reports per month: 200 · +2 more | — |
| Custom / enterprise | Contact sales“Teams” | — |
| Free trial | — | 14 days |
Questions we keep getting
What's the difference between Koyfin and Kubera?
Koyfin leans toward screeners, ETF 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 Koyfin or Kubera free to use?
Koyfin has a free tier, so you can get started without paying anything. Kubera is paid-only. If budget matters, start with Koyfin and see how far it takes you before opening your wallet.
Which is better for beginners: Koyfin or Kubera?
Koyfin is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Does Koyfin or Kubera have an API?
Kubera has an API for programmatic access and custom integrations. Koyfin doesn't, so you're working through its interface.
Should I choose Koyfin or Kubera?
It depends on what you're after. Pick Koyfin if screeners and ETF screeners matter to you; go with Kubera if you'd rather have broker connectors and APIs & data feeds. And if you only need the basics both share, let price decide.
What asset classes do Koyfin and Kubera cover?
Both cover stocks, ETFs, mutual funds, and bonds. Koyfin also handles closed-end funds, currencies, and futures. Kubera adds real estate, private funds, and funds on top.
Does Koyfin or Kubera have real-time data?
Koyfin 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.
Can I export data from Koyfin and Kubera?
Yes, both export to spreadsheets (Koyfin: CSV; Kubera: Excel), which is handy if you like running your own numbers.
Can Koyfin or Kubera connect to my broker?
Yes, both connect to brokers, so your portfolio syncs automatically instead of you keying in every trade.
Which has a better stock screener: Koyfin or Kubera?
Koyfin has a stock screener for surfacing ideas; Kubera doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Koyfin or Kubera?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
Keep researching
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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.