Comparison
Portfolio Pie vs Kubera
Compare our allocator-first approach with Kubera's comprehensive multi-asset tracking platform.
TL;DR
Key differences at a glance
Portfolio Pie
- Allocator-first with drift alerts and rebalancing guidance
- Expert templates and AI coach for educational guidance
- Nested pies for complex portfolio organization
Kubera
- Comprehensive multi-asset tracking and net worth monitoring
- Excellent support for crypto and alternative investments
- Focus on tracking and visualization over allocation discipline
Feature comparison
Detailed feature breakdown
Both platforms excel at multi-asset tracking, but with different philosophies.
| Feature | Portfolio Pie | Kubera |
|---|---|---|
Allocator-first approach Focus on maintaining target allocation vs comprehensive asset tracking | ||
Drift alerts Get notified when your allocation needs rebalancing | ||
Manual + linked assets Track crypto, real estate, and other assets alongside traditional accounts | ||
AI Coach Educational guidance and personalized checklists | ||
Expert templates Start with proven allocations from Bogleheads and All Weather | ||
Rebalancing guidance Specific recommendations on what to buy/sell | ||
Cryptocurrency tracking Track crypto holdings and integrate with portfolio allocation | ||
Real estate tracking Include real estate in portfolio calculations | ||
Alternative assets Track collectibles, art, and other alternative investments | ||
Net worth tracking Comprehensive net worth monitoring and trends |
Full support
Partial support
Not supported
Guidance
Who should choose which?
Both are excellent for multi-asset portfolios, but serve different needs.
Choose Portfolio Pie if you:
- Want to maintain specific target allocations across all assets
- Need drift alerts and actionable rebalancing guidance
- Want expert templates and educational AI guidance
- Prefer allocation discipline over pure tracking
Choose Kubera if you:
- Focus on comprehensive net worth tracking and trends
- Have complex alternative asset portfolios to track
- Prefer visualization and tracking over allocation guidance
- Want detailed asset performance analytics
Both tools excel at multi-asset tracking. Choose based on whether you prioritize allocation discipline (Portfolio Pie) or comprehensive tracking (Kubera).
Try Portfolio Pie