How Kubera Works
Enter all of your investments, bank accounts, crypto, assets and everything else in a simple table.
If possible, enter cost of your assets as well. If you only know the cost, enter it as value.
Connect your accounts.
Connect your Banks, Brokerage & Crypto Accounts to get the latest values automatically.
Enter any currency or even crypto and it'll convert to your portfolio currency.
Enter values in any currency (EUR 100, INR 100) or crypto (BTC 1, ETH 20).
Add additional details.
Add notes, account details, custodian information etc., and upload documents for each item.
Keep the values up to date.
Make sure the values are up to date in the table as you go. Every update is saved in history.
Archive, when you sell an asset or exit an investment.
Store important documents in Safe Deposit Box.
Safe-keep all important documents in one place.
Add your Beneficiary.
Ensure safe transfer of the information and files to your beneficiary if you don't login to Kubera for a certain period of time.
Kubera does check all the items required for Bank Grade Security. But more than anything,
we truly understand that Kubera is storing your sensitive data and protecting it is our highest priority.
Does not sell your data.
We make money by charging you a subscription.
We don't peek at your data to offer you wealth management and other financial products.
Track assets, debts & insurance.
Connect Bank, Brokerage & Crypto Accounts to
Get latest values automatically.
$120/year (save $24)
on your desktop computer to sign up.
Choose to wait? Know when it's ready