Tool Comparison
Kubera vs Portfolio Performance
- Paid from
- $300/mo, billed monthly
- Free plan
- No
- Platforms
- Web, Mobile, Desktop
Best if
- You want an API so you can script or automate things
- You want broker connectors, APIs & data feeds, and advisor operations.
- You're a long-term investor who cares more about fundamentals than headlines
- Paid from
- $3/mo, billed monthly
- Free plan
- Yes
- Platforms
- Desktop, Mobile
Best if
- You'd rather start free and only pay if you outgrow it
- You want a lower paid starting price: $3/mo, billed monthly instead of $300/mo, billed monthly
- You want watchlist, data visualizations, and performance attribution.
Pick Kubera if
Kubera
From $300/mo, billed monthly · Web · Mobile · Desktop
- You want an API so you can script or automate things
- You want broker connectors, APIs & data feeds, and advisor operations.
- You're a long-term investor who cares more about fundamentals than headlines
Pick Portfolio Performance if
Portfolio Performance
Free • From $3/mo, billed monthly · Desktop · Mobile
- You'd rather start free and only pay if you outgrow it
- You want a lower paid starting price: $3/mo, billed monthly instead of $300/mo, billed monthly
- You want watchlist, data visualizations, and performance attribution.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Kubera includes broker connectors and APIs & data feeds, and Portfolio Performance includes watchlist and data visualizations. On paper they're closely matched, so let pricing, platform fit, and the details below break the tie.
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Kubera
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Portfolio Performance
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Key differences at a glance
- Free plan
- Portfolio Performance
- Cheaper paid plan
- Portfolio Performance$3/mo, billed monthly vs $300/mo, billed monthly
- Free trial
- Kubera14 days
- API access
- Kubera
- Broker sync
- Kubera
- Asset coverage
- KuberaAdds real estate and private funds
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.
- Monitor 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.
What Portfolio Performance does best
- Tracking portfolios across accounts and securities accounts with purchases, sales, fees, taxes, dividends, transfers, and full transaction history.
- Metrics for performance with True-Time Weighted Rate of Return, Internal Rate of Return, drawdown, volatility, semivariance, charts, heat maps, and other risk/performance views.
- Taxonomies and allocation charts to classify holdings by asset class, region, sector, strategy, or any custom structure.
- The rebalancing view to compare target and actual allocations and calculate portfolio deltas.
- Update historical prices through built-in providers, Yahoo Finance, JSON, CSV, and other quote sources, with ECB FX rates for foreign-currency accounts.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | From $300/mo, billed monthly | Free • From $3/mo, billed monthly |
Free tier | No | Yes |
Free trial | 14 days | — |
Plan limits | 7 limits: Essentials: api requests per day: 6,000, Essentials: api rate limit per minute: 600 +5 more | Mobile App (Core): editing: Not supported (read-only as stated on app site) |
| Platforms & access | ||
Web app | Yes | No |
Desktop app | Yes | Yes |
Mobile app | Yes | Yes |
API access | Yes | No |
Broker sync | Yes | No |
Integrations | Plaid, Mastercard +7 more | Interactive Brokers (Activity Flex Query import), Google Drive (file sync via OS) +2 more |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Intermediate, Advanced |
Best for | Pro Retail, Retail Traders +3 more | Retail Traders |
Categories covered | 7 | 5 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | — |
| Data & capabilities | ||
Data quality | 3 signals: Granularity: EOD and Minute, Multi-currency +1 more | 3 signals: Latency: End of Day, Granularity: EOD +1 more |
Capabilities | 14 signals: Broker sync, Rebalancing +12 more | 4 signals: Portfolio attribution, Rebalancing +2 more |
Security | 5 signals: SOC2, Status page +3 more | Encryption at rest |
| Try it | Visit Kubera | Visit Portfolio Performance |
Standout features
The best features of Kubera and Portfolio Performance.ShowHide
Standout features
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.
- Monitor 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.
What Portfolio Performance does best
- Tracking portfolios across accounts and securities accounts with purchases, sales, fees, taxes, dividends, transfers, and full transaction history.
- Metrics for performance with True-Time Weighted Rate of Return, Internal Rate of Return, drawdown, volatility, semivariance, charts, heat maps, and other risk/performance views.
- Taxonomies and allocation charts to classify holdings by asset class, region, sector, strategy, or any custom structure.
- The rebalancing view to compare target and actual allocations and calculate portfolio deltas.
- Update historical prices through built-in providers, Yahoo Finance, JSON, CSV, and other quote sources, with ECB FX rates for foreign-currency accounts.
All details
Every attribute we track for Kubera and Portfolio Performance.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksBondsETFsMutual FundsCryptosReal EstateCommoditiesPrivate Funds+2 more | StocksETFsMutual FundsBondsCryptosCommoditiesOther |
Experience | IntermediateAdvanced | IntermediateAdvanced |
Target audience | Pro RetailRetail TradersLong-term InvestorsFinancial AdvisorsFamily Offices | Retail Traders |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | Not specified |
Coverage details | Identifiers: Ticker | Identifiers: Ticker and ISIN |
| Data | ||
Data freshness | Not specified | End of Day |
Data granularity | EODMinute | EOD |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: APIKey600 req/minDocs | Not specified |
Import methods | PlaidBrokerOAuthManual | CSVManual |
Integrations | PlaidMastercardMXYodleeSnapTradeLeanAkahuSalt Edge+1 more | Interactive Brokers (Activity Flex Query import)Google Drive (file sync via OS)OneDrive (file sync via OS)iCloud (file sync via OS) |
Export formats | Excel | CSVJSONXML |
| Plans & trust | ||
Security & compliance | SOC2Status pageEncryption at restEncryption in transitRole-based access | Encryption at rest |
Capability signals | Broker syncRebalancingMulti-currencyWallet trackingMulti-entity structuresAlternatives supportDrift monitoringCash management+6 more | Portfolio attributionRebalancingMulti-currencyCost basis: FIFO |
Vendor & support | Kubera Apps, Inc.Country: United StatesSupport: Email | Andreas BuchenCountry: GermanyFounded 2012Support: Email and Forum |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | — | Free“Desktop (Open Source)” |
| Entry paid plan | $250/yrBilled annually≈ $20.83/mo“Essentials”api requests per day: 6,000 · api rate limit per minute: 600 | $25/yrBilled annually≈ $2.08/mo“Premium (Mobile Annual)” |
| Tier 2 | $2500/yrBilled annually≈ $208.33/mo“Black”api requests per day: 24,000 · api rate limit per minute: 600 | $3/moBilled monthly“Premium (Mobile Monthly)” |
| Top plan | $300/moBilled monthly“Kubera White Label”starting monthly price usd: 300 · api requests per day: 24,000 · +1 more | — |
| Free trial | 14 days | — |
Questions we keep getting
What's the difference between Kubera and Portfolio Performance?
Kubera leans toward portfolio, broker connectors, and APIs & data feeds, while Portfolio Performance puts more weight on portfolio, watchlist, and data visualizations. They overlap in 1 categories, so for most people it comes down to workflow preference and price.
Is Kubera or Portfolio Performance free to use?
Portfolio Performance has a free tier, so you can get started without paying anything. Kubera is paid-only. If budget matters, start with Portfolio Performance and see how far it takes you before opening your wallet.
Does Kubera or Portfolio Performance have an API?
Kubera has an API for programmatic access and custom integrations. Portfolio Performance doesn't, so you're working through its interface.
Should I choose Kubera or Portfolio Performance?
It depends on what you're after. Pick Kubera if broker connectors and APIs & data feeds matter to you; go with Portfolio Performance if you'd rather have watchlist and data visualizations. And if you only need the basics both share, let price decide.
What asset classes do Kubera and Portfolio Performance cover?
Both cover stocks, bonds, ETFs, and mutual funds. Kubera also handles real estate, private funds, and funds.
Can I export data from Kubera and Portfolio Performance?
Yes, both export to spreadsheets (Kubera: Excel; Portfolio Performance: CSV), which is handy if you like running your own numbers.
Can Kubera or Portfolio Performance connect to my broker?
Kubera syncs with brokers automatically. With Portfolio Performance, you're entering holdings by hand or importing files.
Can I track my portfolio with Kubera or Portfolio Performance?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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