Kubera makes tracking your net worth fun. It's a uniquely well considered product. Thorough and flexible and deep in all the ways you want. And constantly getting better."
Kubera makes tracking your net worth fun. It's a uniquely well considered product. Thorough and flexible and deep in all the ways you want. And constantly getting better.
For you, Kubera is your balance sheet. Complete, current, organized the way you want to see your wealth, with a daily snapshot of everything since you started.
For your AI, it's the source of truth. Point your agent at it to reconcile a brokerage account, see where you'd be if you hadn't sold that stock, or model what happens if you buy a $3M house.
A fund statement lands in your inbox. Your agent reads it and updates your balance sheet. Or notices that you’ve had more cash sitting in checking since March and tells you about it. Ask anything at 2 am; it doesn't bill for the meeting. Works with Claude, ChatGPT, Grok, Muse.
Aggregate everything
Kubera was born out of the need for a truly unified view of wealth. It brings everything together, no matter how diverse your assets are, so you can finally see the complete picture.
Some institutions don't connect. Web Sync reads the numbers straight off their website and syncs them to your portfolio. Details Alternatively manually track your live positions using stocks & fund tickers. Kubera covers every major stock exchange in the US, Canada, UK, Europe, and Asia.
Digital Assets
Major blockchains, exchanges, and wallets. DeFi, NFTs, staking, lending, all tracked as live positions. View your net worth in Bitcoin if you like. Stablecoins count as cash, because they are.
Alts, Private Stocks, LP Positions
We've signed the sub docs and wired the capital calls ourselves. Kubera tracks committed capital, calls, distributions, and IRR, so you can see the full picture alongside everything else you own.
Gold, Real Estate, Vehicles, Jewelry, Watches, anything
Live price feeds plus AI appraiser keep every asset current. If you can own it, Kubera can track it. Details
Loving Kubera. I've been yearning for one financial dashboard-to-rule-them-all for 12yrs
Emily Binder Founder @ WealthVoice & Beetle Moment
Holding companies, subsidiaries, trusts, partnerships, multiple owners. Structures most software pretends don't exist. Kubera was built for them.
Ownership tags show how your wealth is distributed across people, trusts, and entities. Details
Nested Portfolios, for more complex structures, give each person, trust, or entity its own portfolio with independent views, granular access control, and money flows tracked between them. Details
Multi-Currency Wealth
Multi-currency runs through every layer of Kubera. The founders have lived and managed wealth across multiple countries themselves, and built Kubera to solve the problem they couldn't find a tool for.
Multiplayer
Share portfolios with family, assistants, advisors, accountants, anyone you trust. Granular access control decides who sees what and how much. You stay in control. Details
Real-Time Reporting
See how your investments grow over time. Get a snapshot of your portfolio allocations from multiple dimensions. Unlike outdated PDF reports, Kubera provides real-time, dynamic, and beautiful reporting. Kubera offers advanced insights usually only reserved for those who can afford family offices.
Cash Management
Know exactly how much cash you have across all accounts, so you have enough liquidity for expenses and capital calls. Cash forecasting tools ensure you're never caught by surprise, preventing forced sales at the last moment.
Fast Forward
Retirement calculators assume a fixed date and a fixed plan. You have neither. Fast Forward runs scenarios on complex wealth: sell the company, buy the house, fund the trust and watch the balance sheet respond. Details
Proof of Wealth
Need proof of funds? Accredited investor verification? Stop gathering documents. Send a self-attested proof of wealth, verified by Kubera. Details
Club Benchmarks
See how people like you actually invest, allocate and grow their wealth. Compare your key allocations and portfolio performance against benchmarks drawn from aggregated data of an anonymous club of Kubera customers with similar net worths. The network's intelligence, returned to you. Details
Dead Man’s Switch
Don’t fumble generational wealth. Kubera ensures your family gets the right details when it matters, without sharing everything now.
Go silent for too long, and Kubera securely delivers your portfolio to your chosen beneficiaries. Details
Kubera has proved to be the best product we’ve found for expats — both those moving to the United States and Americans moving abroad — to manage their global investments and track them in the currency of their choice."
Kubera makes tracking your net worth fun. It's a uniquely well considered product. Thorough and flexible and deep in all the ways you want. And constantly getting better."
Past a certain number, you stop seeing your own money. It spreads across institutions, portals, statements, and other people's software. You see pieces. Someone else assembles the whole. Kubera puts everything you own and owe on one page, so the person with the complete picture of your wealth is you. Read our story
Skip the middleman
There's an entire industry built around charging 1% a year to send you reports about your own money. Private banks. Multi-family offices. Relationship managers.
You sit through four meetings a year flipping through pretty PDFs. The software running underneath was built for the advisor across the table. The whole thing was never for you.
Most people don't choose this. It happens once your wealth crosses the threshold where the system decides you're worth serving. You can decline. Almost no one does.
The people who use Kubera are the ones who did.
Secure by design
We don't sell financial products. We don't sell data. We don't run ads. We sell software. The only person we're working for is you. Details
Humans when you want them. Never when you don't
Email us and a real person from the team replies. Don't email us and nothing happens. That's the relationship.
Master your temperament
You know the feeling. Everything is down. Everything looks urgent. The impulse is to act.
Kubera slows that moment down. It shows you the full picture, across time, across accounts, across assets, so you can see whether anything has actually changed, or whether it just feels like it has.
The best investment decision is often no decision at all. Kubera makes it easier to do nothing.
I've used tons of net worth tracking apps. Kubera is my favorite by FAR. I have zero affiliation. I'm pretty sure it's a tiny team. But they've been launching so many cool features and are moving fast.
Kubera has proved to be the best product we’ve found for expats — both those moving to the United States and Americans moving abroad — to manage their global investments and track them in the currency of their choice.
