Kubera

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.