The Portfolio Tracker for every brokerage, wallet, fund and property

Kubera runs several aggregators, local and global, and picks the best connector for each institution. Thousands of brokerages worldwide. For the ones that will not connect, Web Sync reads the positions off their website. Or skip the connection and track by ticker: every major exchange in the US, Canada, the UK, Europe and Asia.

Exchanges, wallets by address, DeFi, staking, NFTs. All of it sits in the same portfolio as the index funds, so the allocation you see is the allocation you actually have. View the total in Bitcoin if you like. Stablecoins count as cash, because they are.

We have signed the sub docs and wired the capital calls ourselves. Kubera tracks committed capital, calls, distributions and IRR per position, so the fund sits next to the ETF instead of in a folder.

Real estate by address, gold by weight, cars, watches, domains. They are part of the allocation whether a portfolio tracker admits it or not, so Kubera counts them. And the debts against positions, margin and pledged-asset lines, are tracked against the assets they sit on. The full balance sheet view

Positions with contributions, calls and distributions get an IRR, so a fund that returned capital early is not punished for it. The portfolio as a whole gets growth as an annual rate, next to the S&P 500, the Dow, or the single stock you keep second-guessing.

Kubera snapshots every position every day, from the day you start. Which quarter the crypto carried. Which year the house did the work. What the S&P did over the same stretch. Cost basis and gains per holding, in the currency you think in.

Since yesterday, last week, last year. When everything is down and everything looks urgent, Recap shows whether anything has actually changed or whether it just feels like it has. The best investment decision is often no decision at all.

How do people like you actually allocate and perform? Compare your key allocations and returns against an anonymous club of Kubera customers with similar net worths, drawn from aggregated data. The network's intelligence, returned to you.

Stocks, bonds, crypto, real estate, alternatives, cash. Then by brokerage, by trust or company, by currency. Ownership tags show how the portfolio is split across people and entities; nested portfolios give each of them its own view.

Exactly how much cash sits across every account, so the next capital call or tax bill does not force a sale at the worst moment. Cash forecasting shows what is coming and when.

Retirement calculators assume a fixed date and a fixed plan. You have neither. Sell the company, buy the house, fund the trust, and watch the portfolio respond before you do any of it.

Give your accountant, advisor or spouse exactly the view they need and nothing more. Point Claude, ChatGPT or Grok at the portfolio through Kubera's MCP and ask the questions you would not bother a human with at 2 am. Kubera and AI assistants

A self-attested, Kubera-verified statement when a fund or a lender asks for proof of wealth. And a Dead Man's Switch so the portfolio reaches your family if you go quiet for too long, without sharing everything now.

A portfolio tracker follows investments and how they perform. A net worth tracker adds everything else: the house, the cars, the debts. Kubera is both, on one balance sheet; this page starts from the investments, the net worth tracker page starts from the whole picture.

Thousands, through several aggregators across the US, Canada, the UK, Europe, Asia and Australia, with Web Sync for institutions that refuse to connect. Anything you would rather not connect can be tracked by ticker or entered by hand, with the history kept either way.

Yes. Each position carries committed capital, capital calls, distributions and an IRR, and sits in the same portfolio as the public holdings. Update the valuation when the fund reports; Kubera keeps every prior value.

Positions with cash flows get an IRR, so contributions and distributions are accounted for. The portfolio as a whole is shown as growth over any period and as an annual rate, next to the S&P 500, the Dow, or any ticker. Cost basis and gains are shown per holding. Kubera is not a tax filing tool, but it will make the tax conversation shorter.

Every layer of Kubera is multi-currency. Hold positions in any currency, see the portfolio in the one you think in, and switch with one click. The history is restated correctly when rates move. More on multi-currency and multi-entity wealth

Yes. Bring the positions across, connect the accounts you want live, and let the spreadsheet retire. Everything in Kubera exports back to a spreadsheet at any time, so you are never locked in.

No. Kubera is read-only by design. It never stores your banking credentials and cannot move your money. It does not sell financial products, run ads or sell data. How Kubera handles security

$250 a year. One price whether you have $250,000 or $2.5 billion, no fee on assets. Kubera Black is $2,500 a year for trusts and entities. Fourteen-day trial with everything switched on; pick the plan afterwards.