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Head-to-head · Investment Tools

Kubera vs Wealthfolio

  • Updated Oct 2026
  • Both researched from official sources
  • 1 check side by side
Higher score Kubera #4 in Investment Tools 8.9/10 14-day trial Free trial✓ 0 of 5 features Visit Kubera
Wealthfolio #7 in Investment Tools 8.6/10 Free plan Free plan✓ 0 of 5 features Visit Wealthfolio

Kubera leads on 0 checks, Wealthfolio on 1, and 0 are even. Who comes out ahead on the 1 yes/no, price and count check where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scoreKubera · 8.9/10
  • Free planonly Wealthfolio
  • Free trialonly Kubera

Kubera scores higher on our rubric for investment tools: 8.9 against 8.6 out of 10; our editors rank them #4 and #7.

Wealthfolio offers free plan; Kubera doesn't.

Kubera is the better fit for households tracking complex, multi-asset wealth. Wealthfolio is the better fit for budget-conscious investors who want self-hosting.

  • Kubera fits best

    Households tracking complex, multi-asset wealth

  • Wealthfolio fits best

    Budget-conscious investors who want self-hosting

Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.

Side by side

Feature Kubera 8.9/10 Visit ↗ Wealthfolio 8.6/10 Visit ↗
At a glance
Editor score 8.9 8.6
Ranking #4 in Investment Tools #7 in Investment Tools
Best for Households tracking complex, multi-asset wealth Budget-conscious investors who want self-hosting
Pricing model Paid Free plan + paid
Starting price $250/yr $2.99/user/mo
Free plan — ✓ (best)
Free trial 14 days —
Deployment Cloud, Mobile, Browser extension Self-hosted, Desktop, Mobile
Platforms Web, iOS, Android, Chrome extension Web, Windows, macOS, Linux, iOS
Support Email, Docs Email, Docs
Integrations 20,000+ integrations 1 integrations
Built for Solo, Small business, Mid-market, Enterprise Solo, Small business
Features Kubera 0/5 · Wealthfolio 0/5
Account sync Not checked yet Not checked yet
Investment research Not checked yet Not checked yet
Stock screener Not checked yet Not checked yet
Dividend tracking Not checked yet Not checked yet
Mobile apps Not checked yet Not checked yet
Specs
Supported assets Not checked yet Not checked yet
Our review
Pros
  • Tracks public, private, alternative, and manually valued assets
  • Reports performance, allocation, net-worth changes, and investment IRR
  • Nested portfolios and granular sharing support complex ownership structures
  • Tracks performance, benchmarks, allocation, risk, dividends, and tax lots
  • Free local app plus web, desktop, mobile, and self-hosted options
  • Includes goals, retirement projections, and rebalance planning
Cons
  • Essentials starts at $250 per year, with no free plan
  • Black costs $2,500 per year for nested portfolios and ownership tags
  • White Label is a separate $300-per-month offering
  • Brokerage synchronization requires the optional paid Wealthfolio Connect service
  • SnapTrade is the only listed integration
  • Plus is displayed as coming soon
Our verdict

Kubera brings connected and manually entered holdings into a portfolio and balance-sheet view for investors and households managing wealth across multiple asset classes. It covers bank and brokerage accounts, stocks, funds, crypto, real…

Read the review →

Wealthfolio is an open-source investment tracker and personal finance application for individual investors and households. It brings holdings, investment accounts, portfolio performance, allocation, income, net worth, spending, goals, and…

Read the review →
  1. KuberaInvestment Tools 8.914-day trial
  2. WealthfolioInvestment Tools 8.6Free plan

Strengths and trade-offs

  • Kubera — where it wins

    • Tracks public, private, alternative, and manually valued assets
    • Reports performance, allocation, net-worth changes, and investment IRR
    • Nested portfolios and granular sharing support complex ownership structures

    Where it doesn't

    • Essentials starts at $250 per year, with no free plan
    • Black costs $2,500 per year for nested portfolios and ownership tags
    • White Label is a separate $300-per-month offering

  • Wealthfolio — where it wins

    • Tracks performance, benchmarks, allocation, risk, dividends, and tax lots
    • Free local app plus web, desktop, mobile, and self-hosted options
    • Includes goals, retirement projections, and rebalance planning

    Where it doesn't

    • Brokerage synchronization requires the optional paid Wealthfolio Connect service
    • SnapTrade is the only listed integration
    • Plus is displayed as coming soon

More comparisons

All investment tools comparisons → · Full ranking →

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Last updated · How we research and update