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."
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. Ditch the spreadsheet.
The Basics - Banks and Brokerages
Kubera partners with multiple aggregators, both local and global, to bring you the best connectivity—by far. On top of that, Kubera’s smart algorithm picks the optimal connector for your institution from a diverse set of aggregators. This means you get the most reliable access to banks, brokerages, and nearly any investment account, with connectivity to thousands of institutions worldwide.
Alternatively, you can add tickers to track nearly any stock, ETF, or mutual fund globally. Kubera supports all major stock exchanges across the US, Canada, UK, Europe and Asia.
Digital Assets
Kubera provides comprehensive support for digital assets—broader and deeper than most specialized trackers. We connect with major blockchains, exchanges, and wallets, and understand the nuances of DeFi, NFTs, and more.
Kubera doesn’t just list your holdings. It recognizes and tracks staking, lending, and other on-chain activities. Your net worth can be viewed over time in Bitcoin, and stablecoins are properly categorized as cash equivalents.
Alts, Private Stocks, LP Positions
We get the complexities, the paperwork, and the capital calls—because we've lived them. Kubera integrates directly with Carta and other platforms. We grok committed capital, capital calls, distributions, and IRR.
Gold, Real Estate, Vehicles, Jewelry, Watches, anything
Kubera combines live price feeds and AI to appraise all your assets and keep them in sync over time. In a nutshell, any ownable asset you can imagine can be tracked in Kubera. Details
AI Import
Big banks and brokers connect, until they don’t. Alts and private investments live in PDFs: no sync, no connectivity, just manual work.
Kubera fixes that. Upload documents or screenshots. AI Import handles the rest. 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? Kubera has you covered. Using nested portfolios, maintain separate balance sheets for each entity, then bring them all together to see your unified net worth. Details
Multi-Currency Wealth
Our founding team has lived in multiple countries, navigating the challenges of managing wealth across borders. Multi-currency is not an afterthought for us—it’s a problem we’ve lived through and solved.
Our founders built Kubera to solve their own challenges—creating a tool that simplifies the complexities of wealth.
Multiplayer
Collaborate effortlessly with family, assistants, advisors, accountants, or anyone you trust by sharing your portfolios. With granular access control, you decide the level of access: grant full control or limit it to specific portfolios. You are always 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
Forget typical “retirement calculators”—those are for fixed plans on fixed dates. Kubera's Fast Forward is built for those with complex wealth who need dynamic, flexible scenario planning. No arbitrary retirement dates—just a focus on keeping your financial journey on an upward trend. Details
Proof of Wealth
Need proof of funds? Accredited investor verification? Stop gathering documents. Simply 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. We give the network’s intelligence back to you, so you can fine-tune your portfolio strategy and make more informed allocation decisions. Details
Your Own AI Advisor
Instant portfolio insights, 24/7 on ChatGPT. Also on Claude desktop, Gemini CLI and Codex. 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."
Banks. Brokers. Private funds. Crypto. The house. The thing you bought in 2014 and forgot about. Wealth gets spread across accounts faster than anyone tracks it, and by the time you want to see it whole, you can't. You're reading a summary someone else made.
Kubera shows you all of it. Not a version. The whole thing. 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. Most people don't choose it — it happens once their wealth crosses the threshold where the system decides they're worth serving.
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."
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."
