Kubera vs Portfolio123 comparison

Kubera focuses on Portfolio, Broker Connectors, and Data APIs while Portfolio123 specializes in Screeners, Data Visualizations, and Quant. They overlap in 6 categories, so choose based on your preferred workflow and pricing.

Portfolio123 offers a free tier that lets you get started without paying, while Kubera requires a subscription. If budget is a concern, start with Portfolio123 and upgrade later if you need more advanced features.

Portfolio123 is more beginner-friendly with an approachable interface. Both can work for intermediate users.

Kubera has a mobile app so you can check your research on the go. Portfolio123 is web-only, so you'll need a browser to access it from mobile devices.

Yes, both platforms offer API access for developers and quants who want to build custom integrations or automate their workflows.

Choose Kubera if you need 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., and 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.. Go with Portfolio123 if Web‑based quant research terminal for building multifactor ranking systems, stock/ETF screens, and complete rules‑based strategies with no programming, powered by point‑in‑time FactSet data and marketed as free of survivorship and look‑ahead bias., and Supports realistic simulations and backtests over roughly 20 years of history for US, Canadian, and European equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “Book of Strategies” to combine and analyze correlated systems. better fits how you invest.

Both cover Stocks, and ETFs. Kubera also includes Bonds, Mutual Funds, Cryptos, Real Estate, Commodities, Private Funds, Funds, and Other. Portfolio123 adds coverage for Closed-End Funds.

Portfolio123 offers real-time data feeds, which is essential for active traders. Kubera uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.

Kubera supports data exports to Excel. Portfolio123 has more limited export options.

Portfolio123 connects with brokers for portfolio syncing. Kubera requires manual portfolio entry or data import.

Portfolio123 includes a stock screener for finding investment ideas. Kubera focuses on other analytical tools.

Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.