VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★

PRICE: 5 CENTS

Friday, December 12, 2025

Tool Comparison

Kubera vs Visible Alpha 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 Education coverage that Visible Alpha skips.

Visible Alpha includes Financials, Analyst Forecasts, Analyst Price Targets, Analyst Recommendations, Data Visualizations, Stock Comparison, Sheets / Excel Add-ins, and Playbooks & Case Studies categories that Kubera omits.

Kubera ships a mobile app. Visible Alpha is web/desktop only.

In depth comparison

Kubera logo

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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Visible Alpha logo

Visible Alpha

visiblealpha.com

Granular, line‑item consensus from full sell‑side models (7,000+ companies; 250+ contributing brokers) with VA Actuals historicals, Excel add‑in, and enterprise delivery via API/Data Feed/Snowflake. Now part of S&P Global Market Intelligence and available as an add‑on within S&P Capital IQ Pro. Includes modules like Target Price & Ratings and a Line Item Monitor for alerts and revision analysis.

Platforms

WebDesktopAPI

Pricing

Subscription

Quick highlights

  • Deep, line‑item consensus built from full working sell‑side models; 7,000+ companies, 250+ contributing brokers, 1M+ consensus line items; 170+ industries covered.
  • VA Actuals: stitched historical fundamentals not always disclosed in filings, integrated with forward estimates for seamless time series.
  • Excel Add‑in with real‑time updating of figures, pre‑built templates, and one‑click tear‑sheets/export from the web app.
  • Target Price & Ratings: consensus rating distributions, target prices and valuation context with an ‘Open Entitlements’ contributor‑visibility framework.
  • Company & Line Item Monitor: alerting on threshold changes, dispersion, trend and revision analysis at the metric level.

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Where they differ

Kubera

Distinct strengths include:

  • 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.

Visible Alpha

Distinct strengths include:

  • Deep, line‑item consensus built from full working sell‑side models; 7,000+ companies, 250+ contributing brokers, 1M+ consensus line items; 170+ industries covered.
  • VA Actuals: stitched historical fundamentals not always disclosed in filings, integrated with forward estimates for seamless time series.
  • Excel Add‑in with real‑time updating of figures, pre‑built templates, and one‑click tear‑sheets/export from the web app.
  • Target Price & Ratings: consensus rating distributions, target prices and valuation context with an ‘Open Entitlements’ contributor‑visibility framework.

Feature-by-feature breakdown

AttributeKuberaVisible Alpha
Categories

Which research workflows each platform targets

Shared: Data APIs, APIs & SDKs, Blogs

Unique: Portfolio, Broker Connectors, Client Portal & Mobile App, Custom Dashboards, Education

Shared: Data APIs, APIs & SDKs, Blogs

Unique: Financials, Analyst Forecasts, Analyst Price Targets, Analyst Recommendations, Data Visualizations, Stock Comparison, Sheets / Excel Add-ins, Playbooks & Case Studies

Asset types

Supported asset classes and universes

Stocks, Bonds, ETFs, Mutual Funds, Cryptos, Real Estate, Commodities, Private Funds, Funds, Other

Stocks

Experience levels

Who each product is built for

Intermediate, Advanced

Intermediate, Advanced

Platforms

Where you can access the product

Web, Mobile, Desktop, API

Web, Desktop, API

Pricing

High-level pricing models

Subscription

Subscription

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

  • Deep, line‑item consensus built from full working sell‑side models; 7,000+ companies, 250+ contributing brokers, 1M+ consensus line items; 170+ industries covered.
  • VA Actuals: stitched historical fundamentals not always disclosed in filings, integrated with forward estimates for seamless time series.
  • Excel Add‑in with real‑time updating of figures, pre‑built templates, and one‑click tear‑sheets/export from the web app.
  • Target Price & Ratings: consensus rating distributions, target prices and valuation context with an ‘Open Entitlements’ contributor‑visibility framework.
  • Company & Line Item Monitor: alerting on threshold changes, dispersion, trend and revision analysis at the metric level.
  • Enterprise data delivery: REST API for ad‑hoc queries, file‑based data feeds (S3/SFTP), and Snowflake data shares; feeds/cloud updated throughout the day.
Tested

Verified by hands-on testing inside Find My Moat

Not yet

Not yet

Editor pick

Featured inside curated shortlists

Standard listing

Standard listing

Frequently Asked Questions

Which workflows do Kubera and Visible Alpha both support?

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

Do Kubera and Visible Alpha require subscriptions?

Neither platform maintains a free tier. Budget for a subscription to unlock the research coverage highlighted in this comparison.

Which tool has mobile access?

Kubera ships a dedicated mobile experience, while Visible Alpha 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 Visible Alpha stands out for Deep, line‑item consensus built from full working sell‑side models; 7,000+ companies, 250+ contributing brokers, 1M+ consensus line items; 170+ industries covered., VA Actuals: stitched historical fundamentals not always disclosed in filings, integrated with forward estimates for seamless time series., and Excel Add‑in with real‑time updating of figures, pre‑built templates, and one‑click tear‑sheets/export from the web app..

Keep exploring

Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.