Kubera vs TOGGLE Copilot Comparison

Kubera

Investment Portfolio Management S...

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TOGGLE Copilot

New SaaS Software

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98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Quicken

Personal Finance Software

3.6 31,515 user ratings

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Overview

Description	Kubera software is a platform used to track your net worth. Track investments and store documents to monitor the safe transfer to the beneficiary. Connect your online bank and investments accounts to get the latest portfolio values. Receive portfolio if your account becomes inactive for a certain period of time. It is a secure platform with “Bank Level Security” to protect data. Investors, Small, Medium and Large companies make use of the software. Read more	TOGGLE Copilot is a tool that sifts through billions of financial data points so users don’t have to check manually. It is integrated with major investing platforms in the UK, US, and Canada, and users can connect with just a single click. Users are given daily updates on their holdings and also get instant alerts to portfolio vulnerabilities. The tool sends users daily updates and also highlights interesting assets. It gives timely insights on holdings and allows users to follow what Togglers are looking at. It monitors valuations, technical analysis, fundamentals, macroeconomics, and much more. Users can easily follow investment ideas across a vast universe of assets. It monitors a wide range of data and highlights changes with meaningful implications for the markets. The tool generates a stream of investment insights that are tailored for relevance and time-sensitivity. It backs insights with comprehensive and transparent analysis, and if further investigation is required it’s just a click away. Read more	Quicken is a personal finance management tool that helps to organize and manage personal budgets. Get real-time notifications in your Quicken mobile app* when you use your card, including pending transactions, so your spending, budgets and custom alerts are always up to date. Reimbursement for expenses incurred for stolen or damaged phones, if recurring phone bill payments are made with an eligible Mastercard. Pay any bill directly from Quicken. Now Quicken Bill Pay1 is free with Premier and Home, Business & Rental Property plans. No need to go to different websites, remember passwords, and monitor multiple accounts1. Access both e-bills and manual bills on one common dashboard. They protect your data by using a secure Internet connection and the latest SSL encryption technology. Read more
Pricing Options	Free Trial Not Available Starts at $12.00. Offers Free-forever plan.	Free Trial Not Available Offers Custom plan.	Free Trial Available Starts at $35.99.
SW Score & Breakdown			98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more 100% Reviews 100% Momentum 68% Popularity 88%
SaaSworthy Awards	Not Available	Not Available	# 1 Most Worthy # 5 Fastest Growing

Technical Details

Organization Types Supported	Individuals Large Enterprises Medium Business Small Business	Individuals Large Enterprises Medium Business Small Business	Individuals Large Enterprises Medium Business Small Business
Platforms Supported	SaaS/Web/Cloud Mobile - Android Mobile - iOS Installed - Windows Installed - Mac	SaaS/Web/Cloud Mobile - Android Mobile - iOS Installed - Windows Installed - Mac	SaaS/Web/Cloud Mobile - Android Mobile - iOS Installed - Windows Installed - Mac
Modes of Support	Business Hours Online	Business Hours Online	Business Hours Online
API Support	NA	NA	Available

Reviews & Ratings

User Rating	Not Available	Not Available	3.6/5 31,515 user ratings
Rating Distribution	Not Available	Not Available	Excellent 40.6% Very Good 17.2% Average 18.6% Poor 10.2% Terrible 13.4%
User Sentiments	Not Available	Not Available	Ease of Use, Comprehensive Reporting Features, Efficient Transaction Downloading, Helpful Budgeting Tools High Subscription Cost, Inaccurate Transaction Downloads, Mobile App Functionality, Software Bugs and Glitches
Review Summary	Not Available	Not Available	Numerous reviewers commend Quicken for its user-friendliness, robust features, and reliable performance. They appreciate its intuitive interface, extensive customization options, and insightful financial reports. The rental property management module is particularly praised for its ease of use, comprehensive features, and accurate tracking of rental income and expenses. However, some users express concerns about occasional technical glitches, a steep learning curve for some features, and limited customer support. Overall, Quicken is generally well-received for its user-friendly design, diverse features, and helpful reporting capabilities.
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Pricing

Pricing Options	Free Trial Not Available Starts at $12.00. Offers Free-forever plan.	Free Trial Not Available Offers Custom plan.	Free Trial Available Starts at $35.99.
Pricing Plans Monthly Plans Annual Plans	Asha Free Maya $12.00 $12.00 per month	TOGGLE Copilot Custom	Starter (Window) $35.99 $35.99 per year Deluxe (Window) $46.79 $46.79 per year Premier (Window) $70.19 $70.19 per year Home & Business (Windlow) $93.59 $93.59 per year Starter (MAC) $35.99 $35.99 per year Deluxe (MAC) $46.79 $46.79 per year Premier (MAC) $70.19 $70.19 per year
	View Detailed Pricing	View Detailed Pricing	View Detailed Pricing

Alternatives

	Personal Capital 4.4 5 ratings Kubera Vs Personal Capital Portfoliopilot JCurve Monarch Money 1 1 ratings Kubera Vs Monarch Money kopilot 4.6 5 ratings	Portfoliopilot DataSpark kopilot 4.6 5 ratings Stonksfolio Contora
	View All Kubera Alternatives	View All TOGGLE Copilot Alternatives