VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★

PRICE: 5 CENTS

Thursday, December 11, 2025

Tool Comparison

Kubera vs Visualping 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, and Custom Dashboards coverage that Visualping skips.

Visualping includes Alerts, Webhooks, Regulatory Filings Monitoring, and Other categories that Kubera omits.

Visualping keeps a free entry point that Kubera lacks.

Kubera ships a mobile app. Visualping 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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Visualping logo

Visualping

visualping.io

General-purpose website change monitoring & AI summarization tool used for investment management, regulatory intelligence, compliance monitoring and competitive intelligence. For finance users it functions as an alerting / web-scraping layer on top of regulator, IR, pricing or news sites rather than a traditional market data feed. API, webhooks, most third‑party integrations (Slack/Teams/Sheets), bulk upload, reporting/export and faster check intervals (down to ~2 minutes) are restricted to Visualping for Business / Enterprise tiers.

Platforms

WebOther

Pricing

FreeSubscription

Quick highlights

  • Monitor any website or selected area for visual, text or HTML/code changes, with AI that flags important changes and sends highlighted before/after screenshots in each alert.
  • Flexible scheduling and thresholds: run checks as often as every 5 minutes (or 2 minutes on paid plans) up to weekly, and tune change‑percentage thresholds and double‑check options to reduce false positives.
  • Advanced monitoring controls, including screen type (area, full page, mobile or page fold), configurable wait times, proxies, scroll/click/type actions and xPath/selector targeting for tricky elements.
  • Multi‑channel notifications delivered to email and SMS by default, with optional Slack, Microsoft Teams, Google Chat, Discord, Google Sheets and more via Visualping for Business integrations.
  • Team dashboard and collaboration features for managing many monitored pages, reviewing change history, inviting colleagues and generating scheduled reports; reporting & export are available only on business plans.

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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.

Visualping

Distinct strengths include:

  • Monitor any website or selected area for visual, text or HTML/code changes, with AI that flags important changes and sends highlighted before/after screenshots in each alert.
  • Flexible scheduling and thresholds: run checks as often as every 5 minutes (or 2 minutes on paid plans) up to weekly, and tune change‑percentage thresholds and double‑check options to reduce false positives.
  • Advanced monitoring controls, including screen type (area, full page, mobile or page fold), configurable wait times, proxies, scroll/click/type actions and xPath/selector targeting for tricky elements.
  • Multi‑channel notifications delivered to email and SMS by default, with optional Slack, Microsoft Teams, Google Chat, Discord, Google Sheets and more via Visualping for Business integrations.

Feature-by-feature breakdown

AttributeKuberaVisualping
Categories

Which research workflows each platform targets

Shared: Data APIs, APIs & SDKs, Blogs, Education

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

Shared: Data APIs, APIs & SDKs, Blogs, Education

Unique: Alerts, Webhooks, Regulatory Filings Monitoring, Other

Asset types

Supported asset classes and universes

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

Other

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, Other

Pricing

High-level pricing models

Subscription

Free, 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

  • Monitor any website or selected area for visual, text or HTML/code changes, with AI that flags important changes and sends highlighted before/after screenshots in each alert.
  • Flexible scheduling and thresholds: run checks as often as every 5 minutes (or 2 minutes on paid plans) up to weekly, and tune change‑percentage thresholds and double‑check options to reduce false positives.
  • Advanced monitoring controls, including screen type (area, full page, mobile or page fold), configurable wait times, proxies, scroll/click/type actions and xPath/selector targeting for tricky elements.
  • Multi‑channel notifications delivered to email and SMS by default, with optional Slack, Microsoft Teams, Google Chat, Discord, Google Sheets and more via Visualping for Business integrations.
  • Team dashboard and collaboration features for managing many monitored pages, reviewing change history, inviting colleagues and generating scheduled reports; reporting & export are available only on business plans.
  • Investment management workflow: monitor price pages, press releases, regulatory approvals, competitor activity, share buybacks, patents and other market‑moving events to build your own web‑native data sets.
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Frequently Asked Questions

Which workflows do Kubera and Visualping both support?

Both platforms cover Data APIs, APIs & SDKs, Blogs, 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?

Visualping 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 Visualping 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 Visualping stands out for Monitor any website or selected area for visual, text or HTML/code changes, with AI that flags important changes and sends highlighted before/after screenshots in each alert., Flexible scheduling and thresholds: run checks as often as every 5 minutes (or 2 minutes on paid plans) up to weekly, and tune change‑percentage thresholds and double‑check options to reduce false positives., and Advanced monitoring controls, including screen type (area, full page, mobile or page fold), configurable wait times, proxies, scroll/click/type actions and xPath/selector targeting for tricky elements..

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.