Kubera alternatives
Apps that do the same job as Kubera. The most similar ones are at the top.
Why people look for alternatives to Kubera
- No free plan: $249 a year for Essentials, $2,499 for Black
- No dividend tracking, tax reports or rebalancing
- English only, and the AI needs your own ChatGPT, Claude or Gemini account
Rather import a CSV than hand over a bank login? Stocks, ETFs, crypto, property and deposits in one free app.
Syncs German bank depots and gets the return maths right. Free for one bank, PLUS from €4.99 a month.
Beats Kubera on dividend tracking, dividend/income forecast, tax reports, and portfolio health score.
Kubera wins on AI portfolio analysis, custom groupings / tags, and mobile app.
Polish tracker from the Independent Trader team, with Polish retail bonds and XTB import. Paid only, from 14 PLN a month.
Beats Kubera on dividend tracking, tax reports, no account linking required, and public / social portfolios.
Kubera wins on automatic bank/broker sync, AI portfolio analysis, and goal & time-to-goal.
A phone-first ledger for investors who track tax lots and currencies by hand. Free with ads, Premium $49.99 a year.
Beats Kubera on dividend tracking, tax reports, free tier, and no account linking required.
Kubera wins on automatic bank/broker sync, AI portfolio analysis, and goal & time-to-goal.
Turns your trades and dividends into tax reports, with imports from 200+ brokers. Free for 1 portfolio of 10 holdings.
Beats Kubera on dividend tracking, dividend/income forecast, tax reports, and free tier.
Kubera wins on AI portfolio analysis and goal & time-to-goal.
For investors with several brokers who'd rather import than link accounts. TWR and MWR returns, free plan capped by trades.
Beats Kubera on dividend tracking, dividend/income forecast, free tier, and no account linking required.
Kubera wins on automatic bank/broker sync, AI portfolio analysis, and goal & time-to-goal.
Free sync with 350+ German banks and brokers, from the Finanzfluss team, but no AI despite the name. PLUS €69.99 a year.
Beats Kubera on dividend tracking, dividend/income forecast, tax reports, and portfolio health score.
Kubera wins on AI portfolio analysis and goal & time-to-goal.
Dividend tracker with broker sync, a rebalancing calculator and 30 years of backtests. Free for 1 portfolio of 10 holdings.
Beats Kubera on dividend tracking, dividend/income forecast, tax reports, and rebalancing & drift.
Kubera wins on AI portfolio analysis, goal & time-to-goal, and custom groupings / tags.
About PortfolioGlance
Skip the trade-by-trade logging. Just tell us what you hold today, and we reconstruct the history and performance for you. Prefer import? CSV works too.
Try PortfolioGlance freeWe list competitors next to our own app and link to their sites. Where another app is better than PortfolioGlance, we say so. Prices change, so check the official site before you pay.