VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★

PRICE: 5 CENTS

Thursday, December 11, 2025

Tool Comparison

Kubera vs SEC EDGAR - Company Filings (Full‑Text Search & Search Filings) comparison

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

Quick takeaways

Kubera adds Portfolio, Broker Connectors, Client Portal & Mobile App, Custom Dashboards, and Blogs coverage that SEC EDGAR - Company Filings (Full‑Text Search & Search Filings) skips.

SEC EDGAR - Company Filings (Full‑Text Search & Search Filings) includes Regulatory Filings Monitoring, IPO, Secondary Offerings, Insider Data, 13F, 13D/13G, News, and Alerts categories that Kubera omits.

SEC EDGAR - Company Filings (Full‑Text Search & Search Filings) keeps a free entry point that Kubera lacks.

Kubera ships a mobile app. SEC EDGAR - Company Filings (Full‑Text Search & Search Filings) is web/desktop only.

In depth comparison

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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SEC EDGAR - Company Filings (Full‑Text Search & Search Filings)

sec.gov

Editor’s pick Hands-on review

Primary U.S. source for public company, fund, and insider filings. The Full‑Text Search covers filings since 2001 (including exhibits), while the ‘Latest Filings’ view shows near‑real‑time submissions as they are processed. Search tools include Company search, Mutual Fund & Variable Insurance product search, CIK lookup, and RSS subscriptions. Developers can consume JSON via data.sec.gov (Submissions, XBRL Company Facts/Concepts/Frames). Programmatic access must include a descriptive User‑Agent and respect the SEC fair‑access limit (currently 10 requests/sec).

Platforms

WebAPI

Pricing

Free

Quick highlights

Full‑Text Search (since 2001) with fielded filters: word/phrase, company/ticker/CIK/person, filing category/types, filed date ranges, ‘principal executive offices in’ and ‘incorporated in’.
‘Latest Filings’ list shows filings as they are submitted (with RSS for any filter; ownership Forms 3/4/5 can be included/excluded/only).
Company Search with ‘more search options’, plus dedicated searches for Mutual Funds (prospectuses/proxy voting) and Variable Insurance Products.
CIK Lookup & helper datasets (company_tickers*.json) to map tickers↔CIK (company/fund/series/class).
Developer APIs on data.sec.gov: submissions by CIK; XBRL endpoints (companyfacts, companyconcept, frames); bulk nightly ZIPs (submissions.zip, companyfacts.zip).

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Where they differ

Kubera

Distinct strengths include:

Portfolio Broker Connectors Client Portal & Mobile App Custom Dashboards Blogs

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.

SEC EDGAR - Company Filings (Full‑Text Search & Search Filings)

Distinct strengths include:

Regulatory Filings Monitoring IPO Secondary Offerings Insider Data 13F 13D/13G News Alerts

Full‑Text Search (since 2001) with fielded filters: word/phrase, company/ticker/CIK/person, filing category/types, filed date ranges, ‘principal executive offices in’ and ‘incorporated in’.
‘Latest Filings’ list shows filings as they are submitted (with RSS for any filter; ownership Forms 3/4/5 can be included/excluded/only).
Company Search with ‘more search options’, plus dedicated searches for Mutual Funds (prospectuses/proxy voting) and Variable Insurance Products.
CIK Lookup & helper datasets (company_tickers*.json) to map tickers↔CIK (company/fund/series/class).

Feature-by-feature breakdown

Attribute	Kubera	SEC EDGAR - Company Filings (Full‑Text Search & Search Filings)
Categories Which research workflows each platform targets	Shared: Data APIs, APIs & SDKs, Education Unique: Portfolio, Broker Connectors, Client Portal & Mobile App, Custom Dashboards, Blogs	Shared: Data APIs, APIs & SDKs, Education Unique: Regulatory Filings Monitoring, IPO, Secondary Offerings, Insider Data, 13F, 13D/13G, News, Alerts
Asset types Supported asset classes and universes	Stocks, Bonds, ETFs, Mutual Funds, Cryptos, Real Estate, Commodities, Private Funds, Funds, Other	Stocks, ETFs, Mutual Funds, Closed-End Funds, Bonds, Hedge Funds, Private Funds, Real Estate, Funds
Experience levels Who each product is built for	Intermediate, Advanced	Beginner, Intermediate, Advanced
Platforms Where you can access the product	Web, Mobile, Desktop, API	Web, API
Pricing High-level pricing models	Subscription	Free
Key features Core capabilities called out by each vendor	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 Full‑Text Search (since 2001) with fielded filters: word/phrase, company/ticker/CIK/person, filing category/types, filed date ranges, ‘principal executive offices in’ and ‘incorporated in’. ‘Latest Filings’ list shows filings as they are submitted (with RSS for any filter; ownership Forms 3/4/5 can be included/excluded/only). Company Search with ‘more search options’, plus dedicated searches for Mutual Funds (prospectuses/proxy voting) and Variable Insurance Products. CIK Lookup & helper datasets (company_tickers*.json) to map tickers↔CIK (company/fund/series/class). Developer APIs on data.sec.gov: submissions by CIK; XBRL endpoints (companyfacts, companyconcept, frames); bulk nightly ZIPs (submissions.zip, companyfacts.zip). EDGAR indexes (daily/full/quarterly) and browsable /Archives paths (raw .txt, SGML headers, HTML index pages; VPRR for scanned paper PDFs).
Tested Verified by hands-on testing inside Find My Moat	Not yet	Yes
Editor pick Featured inside curated shortlists	Standard listing	Highlighted

Frequently Asked Questions

Which workflows do Kubera and SEC EDGAR - Company Filings (Full‑Text Search & Search Filings) both support?

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

Which tool offers a free plan?

SEC EDGAR - Company Filings (Full‑Text Search & Search Filings) offers a free entry point, while Kubera requires a paid subscription. Review the pricing table to see how the paid tiers compare.

Which tool has mobile access?

Kubera ships a dedicated mobile experience, while SEC EDGAR - Company Filings (Full‑Text Search & Search Filings) focuses on web or desktop access.

What unique strengths set the two platforms apart?

Kubera differentiates itself with 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., whereas SEC EDGAR - Company Filings (Full‑Text Search & Search Filings) stands out for Full‑Text Search (since 2001) with fielded filters: word/phrase, company/ticker/CIK/person, filing category/types, filed date ranges, ‘principal executive offices in’ and ‘incorporated in’., ‘Latest Filings’ list shows filings as they are submitted (with RSS for any filter; ownership Forms 3/4/5 can be included/excluded/only)., and Company Search with ‘more search options’, plus dedicated searches for Mutual Funds (prospectuses/proxy voting) and Variable Insurance Products..

Keep exploring

Stay on top of related tools

Browse the categories and profiles that overlap most with this comparison to round out your shortlist.