Kubera is a personal balance sheet software for individuals managing diverse and complex wealth portfolios.
Kubera aggregates diverse assets including bank accounts, investments, digital assets, and physical valuables into a unified balance sheet with real-time reporting and multi-currency support. It offers AI-powered document import, portfolio collaboration, and scenario planning features.
Connects to thousands of global banks, brokerages, and investment accounts through multiple aggregators for a comprehensive net worth view.
Tracks cryptocurrencies, NFTs, DeFi activities, staking, lending, and provides net worth views in Bitcoin and stablecoins.
Manages private stocks, LP positions, real estate, vehicles, jewelry, and integrates with platforms like Carta for private investments.
Uploads documents or screenshots and uses AI to extract and import financial data, reducing manual entry.
Supports multiple entities such as trusts, partnerships, and subsidiaries with nested portfolios for consolidated and separate balance sheets.
Handles wealth across multiple currencies with real-time conversion and reporting, designed for global users and expats.
Allows sharing portfolios with family, advisors, or assistants with granular permissions to control access levels.
Offers flexible financial forecasting without fixed retirement dates, enabling complex wealth scenario analysis.
Sign up for Kubera and start a 14-day free trial to explore the platform.
Link bank accounts, brokerages, and investment platforms using Kubera’s aggregator connections.
Pricing details are gathered from the official Kubera website and are provided for reference only. Always confirm the latest information directly with the vendor.
| Plan | Price | Highlights |
|---|---|---|
| Annual Subscription | $250 | Access to all features
|
| Free Trial | Free | Full feature access
|
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Manually add or sync digital assets, private stocks, real estate, and valuables with live price feeds.
Upload financial documents or screenshots to automatically extract and import data.
Set up nested portfolios for different entities like trusts or partnerships and manage multi-currency settings.
Invite family members, advisors, or assistants with customizable access permissions.
Review real-time portfolio reports, compare benchmarks, and run dynamic financial forecasts.
