Kubera vs Simply Wall St comparison

Kubera focuses on Portfolio, Broker Connectors, and Data APIs while Simply Wall St specializes in Stock Ideas, Screeners, and Data Visualizations. They overlap in 4 categories, so choose based on your preferred workflow and pricing.

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

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

Kubera provides API access for programmatic data retrieval and custom integrations. Simply Wall St doesn't currently offer an API, so you'll need to use their web interface.

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 Simply Wall St if Global coverage of over 120,000 listed stocks across ~90 markets, with fundamentals and estimates powered by S&P Global Market Intelligence and analyzed using a documented quantitative model., and Company “Snowflake” reports visualize five key dimensions - valuation, future growth, past performance, financial health, and dividends - into a single infographic, with detailed drill‑down sections and methodology explained in the help center and GitHub docs. better fits how you invest.

Both cover Stocks, ETFs, and Funds. Kubera also includes Bonds, Mutual Funds, Cryptos, Real Estate, Commodities, Private Funds, and Other.

Both platforms let you export data to spreadsheets (Excel). This is useful for custom analysis or record-keeping.

Simply Wall St connects with brokers for portfolio syncing. Kubera requires manual portfolio entry or data import.

Yes, both platforms cater to long-term investors with fundamental analysis tools, valuation metrics, and portfolio tracking features.

Simply Wall St 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.