| Price from | $7.42/mo | $20.83/mo |
| Free plan | — | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| Plans published | 5 | 3 |
| Spec score · Investment Tools | 8.9 (#1) | 8.4 (#7) |
| Spec score · Portfolio Management Software | 8.5 (#11) | 8.4 (#14) |
| Allocation analysis | Yes | Yes |
| Assets | Users can add and track assets including stocks, crypto, real estate, funds and luxury goods. | It tracks brokerage and retirement accounts, crypto, private equity, real estate, vehicles, gold, and other assets in one portfolio. |
| Asset class coverage | multi_asset_alternatives | multi_asset_alternatives |
| Connections | Exirio says it connects with more than 12,000 banks and brokers and automatically imports and updates transactions, portfolios and performance. | Kubera connects accounts through Plaid, Mastercard, MX, Yodlee, Akoya, SnapTrade, Lean, Akahu, and Salt Edge. |
| Free plan | Yes | No |
| Intended users | The Institutional plan is tailored for financial advisors and asset managers. | Kubera describes itself as a balance sheet for people managing their own wealth, including people with complex trusts and holding companies. |
| Performance | Exirio provides detailed performance metrics and comparable metrics across investments. | Kubera calculates IRR for positions with cash flows and shows portfolio growth, daily history, cost basis, and gains. |
| Performance reporting | Yes | Yes |
| Product | Exirio describes itself as a wealth management app for tracking investments in any currency. | Kubera is a balance sheet and portfolio tracker for people who manage their own wealth. |
| Risk analysis | Yes | Yes |
| Security | The security page says data is encrypted in transit using HTTPS/TLS with AES-256 and that personally identifiable information and backups are encrypted at rest. | Kubera says data is encrypted at rest on AWS and in transit over HTTPS with HSTS, while its account connections are read-only. |
| Support | The benefits page advertises 24/7 support, while Premium includes priority support. | Black includes priority email support and one-to-one Zoom calls; Kubera says its team replies to customer emails. |
