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Kubera

Kubera alternatives

The closest alternatives to Kubera, ranked by how similar they are — each shown with the exact features it does better. Honest, and kept up to date.

Why people look for alternatives to Kubera

  • Paid-only — from $249/year, no free tier
  • No dividend tracking, tax reports or automated rebalancing
  • AI is bring-your-own (you connect your own ChatGPT/Claude/Gemini)
  • English-only, with private sharing only
What Kubera doesn't do
Dividend tracking
Dividend/income forecast
Tax reports
AI asset & market analysis
Portfolio health score
Rebalancing & drift
Backtesting & scenarios
Free tier
Open source
Self-hostable
Public API
Multi-language
Public / social portfolios
AI portfolio review
  1. 1
    PortfolioGlance

    PortfolioGlance

    That's us
    Free

    Manual multi-asset portfolio tracker with AI insights — no account linking, no card, free to start.

    Does more than Kubera
    Dividend tracking AI portfolio analysis AI asset & market analysis Portfolio health score Rebalancing & drift Free tier+3

    Kubera does better: Automatic bank/broker sync, Mobile app

  2. 2
    Rentablo

    Rentablo

    Freemium

    German browser-based portfolio tracker with PSD2 bank sync, dividend calendar and true TWROR + IRR returns.

    Does more than Kubera
    Dividend tracking Dividend/income forecast Tax reports Portfolio health score Free tier

    Kubera does better: AI portfolio analysis, Custom groupings / tags, Mobile app

  3. 3
    Portfeo

    Portfeo

    Paid

    Polish portfolio & net-worth app (by Independent Trader) for stocks, ETFs, bonds and crypto.

    Does more than Kubera
    Dividend tracking Tax reports No account linking required Public / social portfolios

    Kubera does better: Automatic bank/broker sync, AI portfolio analysis, Goal & time-to-goal +1

  4. 4
    My Stocks Portfolio & Market

    My Stocks Portfolio & Market

    Freemium

    Native iOS and Android tracker with lot-level cost-basis accounting, XIRR and multi-currency support.

    Does more than Kubera
    Dividend tracking Tax reports Free tier No account linking required Multi-language

    Kubera does better: Automatic bank/broker sync, AI portfolio analysis, Goal & time-to-goal

  5. 5
    Sharesight

    Sharesight

    Freemium

    Performance and dividend tracker with a strong focus on tax reporting.

    Does more than Kubera
    Dividend tracking Dividend/income forecast Tax reports Free tier Public API

    Kubera does better: AI portfolio analysis, Goal & time-to-goal

  6. 6
    Portseido

    Portseido

    Freemium

    Import-based multi-broker tracker with TWR/MWR analytics, dividends and benchmarking.

    Does more than Kubera
    Dividend tracking Dividend/income forecast Free tier No account linking required

    Kubera does better: Automatic bank/broker sync, AI portfolio analysis, Goal & time-to-goal +1

  7. 7
    Finanzfluss Copilot

    Finanzfluss Copilot

    Freemium

    German portfolio tracker and net-worth app from the Finanzfluss media brand, with free 350+ broker auto-sync.

    Does more than Kubera
    Dividend tracking Dividend/income forecast Tax reports Portfolio health score Free tier No account linking required+1

    Kubera does better: AI portfolio analysis, Goal & time-to-goal

  8. 8
    Snowball Analytics

    Snowball Analytics

    Freemium

    Dividend-focused tracker with broker connections, rebalancing and long-range backtesting.

    Does more than Kubera
    Dividend tracking Dividend/income forecast Tax reports Rebalancing & drift Backtesting & scenarios Free tier+1

    Kubera does better: AI portfolio analysis, Goal & time-to-goal, Custom groupings / tags

We list competitors alongside our own product and link to their official sites. Comparisons are written to be honest — including where another tool beats PortfolioGlance. Details like pricing change; always check the official site.

This overview is editorial and for information only — not financial advice or an endorsement. Features and pricing may have changed since publication; check the official site for the latest details.