Kubera vs PortfoliosLab comparison

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.

Unique

• Portfolio and instrument analytics suite with 20+ tools for performance, risk and optimization (portfolio analysis, portfolio performance, stock comparison, Sharpe, Sortino, Omega, Martin, VaR, CVaR, volatility models).
• Portfolio tracking for both static and transactional portfolios, including lazy model portfolios and public user portfolios, with benchmarking against indices and other portfolios.
• Backtesting of portfolios and single instruments with configurable rebalancing and long lookback windows (Free limited to ~10 years, paid plans use 40+ years of data).
• Stock, ETF and mutual fund screeners with hundreds of filters across thousands of instruments, recalculated daily.
• Risk analytics covering drawdowns, Expected Shortfall (CVaR), Value at Risk, multiple volatility estimators and risk‑adjusted ratios (Sharpe, Sortino, Omega, Calmar, Martin, Treynor, Summers).
• Factor and correlation tools to estimate alpha/beta, analyze asset correlations and build optimized portfolios using mean–variance, risk parity and hierarchical risk parity (HRP) models.