How Kubera Works

Connect your Bank & Brokerages

Connect your bank and brokerage accounts to get the latest balances and holdings automatically.

Show Holdings Outside

Want to track the holdings more closely? Click on 'Show Holdings Outside'.

Add your stock holdings directly.

Brokerage didn't connect? No worries. Do a lookup for the Stock ticker symbols and add them.

Connect Crypto wallets.

Connect your Crypto Accounts to get the latest values and holdings.

Add your crypto holdings.

Wallet didn't Connect? Lookup for your Crypto Coin symbols and add them.

Enter any currency.

Enter any currency (EUR 100, INR 100) in the value fields and it'll convert to your portfolio currency.

Add your home value.

Enter the address or the Zillow URL to get the latest estimated market price (US Only). For non US, just insert a new row and enter the value manually.

Add your cars.

Enter the VIN number to get the latest estimated market price of your vehicles (US & Canada Only). For non US/Canada just insert a new row and enter the estimated value manually.

Add your domains.

Enter your internet domains to get their latest estimated market value.

Enter everything else in the table.

Enter all the assets that can't be 'connected' as manual entries. If possible, enter cost of your assets as well. If you only know the cost, enter it as the value.

Organize them the way you want.

Add, rename and rearrange the sheets. Create sections within the sheets.

See which asset appreciated the most

Click on the 'Day/Week/Month/Year Change Number' to see which asset appreciated the most.

Dashboard

See your Net Worth and an overview of your portfolio
Kubera Dashboard

Recap for Deep Insights

Go to Recap to see how your investments grew over time and your portfolio allocations.
Recap Reports in Kubera

Fast Forward to your Future Net Worth

Go to Fast Forward to see how real-life situations affects your net worth in the future.
Future Net Worth
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."
Eoghan McCabe
Founder & CEO @ Intercom
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."
Eoghan McCabe
Founder & CEO @ Intercom
Kubera is easily one of the premier fintechs I’ve come across. This is why we made it the cornerstone of our tech at 401 Financial. The future for advisers will be providing a personalized hybrid experience at scale and Kubera makes this nextgen aspiration a right now experience for our clients."
Tyrone V. Ross Jr.
Founder & President @ 401 Financial
Thousands of households use Kubera to track their total assets worth
$38.82 Billion
Personal
$150/year
For individuals who manage their own portfolios.
Try 14 days for $1Try for 14 days
Family
$225/year
Collaborate with your family and your extended team. Know more
Try 14 days for $1Try for 14 days
Kubera is easily one of the premier fintechs I’ve come across. This is why we made it the cornerstone of our tech at 401 Financial. The future for advisers will be providing a personalized hybrid experience at scale and Kubera makes this nextgen aspiration a right now experience for our clients."
Tyrone V. Ross Jr.
Founder & President @ 401 Financial
Build Custom Financial Solutions with Kubera
White-label Kubera and build your own financial solutions. Bring your own proprietary tech, designed to meet your business needs. Plans start at $12k/month. Contact us for a demo