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Head-to-head · Investment Tools

Sharesight vs Kubera

  • Updated Oct 2026
  • Both researched from official sources
  • 1 check side by side
Higher score Sharesight #1 in Investment Tools 9.3/10 Free plan · 14-day trial Free planFree trial✓ 0 of 5 features Visit Sharesight
Kubera #4 in Investment Tools 8.9/10 14-day trial Free trial✓ 0 of 5 features Visit Kubera

Sharesight leads on 1 check, Kubera on 0, 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 scoreSharesight · 9.3/10
  • Free planonly Sharesight
  • Free trialboth

Sharesight scores higher on our rubric for investment tools: 9.3 against 8.9 out of 10; our editors rank them #1 and #4.

Sharesight offers free plan; Kubera doesn't.

Sharesight is the better fit for investors wanting broad portfolio and tax reporting. Kubera is the better fit for households tracking complex, multi-asset wealth.

  • Sharesight fits best

    Investors wanting broad portfolio and tax reporting

  • Kubera fits best

    Households tracking complex, multi-asset wealth

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 Sharesight 9.3/10 Visit ↗ Kubera 8.9/10 Visit ↗
At a glance
Editor score 9.3 8.9
Ranking #1 in Investment Tools #4 in Investment Tools
Best for Investors wanting broad portfolio and tax reporting Households tracking complex, multi-asset wealth
Pricing model Free plan + paid Paid
Starting price $7/mo $250/yr
Free plan ✓ (best) —
Free trial 14 days 14 days
Free trial length 14 days · no card needed 14 days
Deployment Cloud, Mobile Cloud, Mobile, Browser extension
Platforms Web, iOS, Android Web, iOS, Android, Chrome extension
Support Email, Live chat, Community, Docs Email, Docs
Compliance SOC 2, GDPR, 2FA SOC 2, GDPR, 2FA
Integrations 200+ integrations 20,000+ integrations
Built for Solo, Small business, Mid-market, Enterprise Solo, Small business, Mid-market, Enterprise
Features Sharesight 0/5 · Kubera 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
  • Combines performance, tax, allocation, risk and benchmark reporting
  • Supports broker connections, uploads and manual trade entry
  • Web, iOS and Android access, plus 200 integrations
  • 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
Cons
  • Free is limited to 1 portfolio, 10 holdings and 1 custom group
  • Starter is capped at 30 holdings, including closed holdings
  • Mobile access is read-only for portfolios
  • 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
Our verdict

Sharesight brings portfolio tracking and reporting together for individual investors, accountants, financial advisors and family offices. It can track stocks, ETFs, funds, dividends, precious metals, cash and unlisted investments, with…

Read the review →

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 →
  1. SharesightInvestment Tools 9.3Free plan · 14-day trial
  2. KuberaInvestment Tools 8.914-day trial

Strengths and trade-offs

  • Sharesight — where it wins

    • Combines performance, tax, allocation, risk and benchmark reporting
    • Supports broker connections, uploads and manual trade entry
    • Web, iOS and Android access, plus 200 integrations

    Where it doesn't

    • Free is limited to 1 portfolio, 10 holdings and 1 custom group
    • Starter is capped at 30 holdings, including closed holdings
    • Mobile access is read-only for portfolios

  • 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
  • Sharesight9.3/10 · Free plan · 14-day trial

    Broad portfolio and tax reporting, with a free tier and plans for larger portfolios.

    Visit SharesightFull verdict →
  • Kubera8.9/10 · 14-day trial

    A broad portfolio tracker for households with varied assets and layered ownership.

    Visit KuberaFull verdict →

More comparisons

All investment tools comparisons → · Full ranking →

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Last updated · How we research and update