Fund Manager vs Kubera
Fund Manager
fundmanagersoftware.com
Kubera
kubera.comSide by side
| Figure | Fund Manager | Kubera |
|---|---|---|
| Price from | — | $20.83/mo |
| Free plan | — | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| iOS | — | Yes |
| Android | — | Yes |
| Plans published | 3 | 3 |
| Spec score · Stock Portfolio Management | 8.7 (#3) | 8.2 (#10) |
| Spec score · Portfolio Management Software | 8.1 (#29) | 8.4 (#14) |
| Allocation analysis | Yes | Yes |
| Asset class coverage | multi_asset | multi_asset_alternatives |
| Free plan | No | No |
| Performance reporting | Yes | Yes |
| Product | Fund Manager is portfolio management software for individual investors, professional traders, and investment advisors. | Kubera is a balance sheet and portfolio tracker for people who manage their own wealth. |
| Risk analysis | Yes | Yes |
| Security | The company says broker transaction retrieval uses the OFX protocol over HTTPS and describes it as encrypted and secure. | Kubera says data is encrypted at rest on AWS and in transit over HTTPS with HSTS, while its account connections are read-only. |
Plans
Fund Manager
- Personal$139, paid once
- Professional$325, paid once
- Advisor$1,650, paid once
In their own words
Fund Manager
Fund Manager has no write-up on Specifiction yet; its figures are above.