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Kubera

kubera.com

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Spec score 8.6 #26 of 181 in Personal Finance Software

Spec sheet

Product
Kubera is a balance sheet and portfolio tracker for people who manage their own wealth.Read 8 Oct 2026 · kubera.com
Intended users
Kubera describes itself as a balance sheet for people managing their own wealth, including people with complex trusts and holding companies.Read 8 Oct 2026 · kubera.com
Free plan
NoRead 20 Sep 2026 · kubera.com
Integrations
Kubera supports connections with AI assistants including ChatGPT, Claude, Grok, and Perplexity.Read 8 Oct 2026 · kubera.com
Security
Kubera says data is encrypted at rest on AWS and in transit over HTTPS with HSTS, while its account connections are read-only.Read 8 Oct 2026 · kubera.com
Compliance
Kubera maintains a SOC 2 Type II report for the systems behind Kubera for Business and its white-label platform; eligible business customers and partners can request it under confidentiality.Read 8 Oct 2026 · kubera.com
Support
Black includes priority email support and one-to-one Zoom calls; Kubera says its team replies to customer emails.Read 8 Oct 2026 · kubera.com
Allocation analysis
YesRead 20 Sep 2026 · kubera.com
Asset class coverage
multi_asset_alternativesRead 20 Sep 2026 · kubera.com
Assets
It tracks brokerage and retirement accounts, crypto, private equity, real estate, vehicles, gold, and other assets in one portfolio.Read 8 Oct 2026 · kubera.com
Connections
Kubera connects accounts through Plaid, Mastercard, MX, Yodlee, Akoya, SnapTrade, Lean, Akahu, and Salt Edge.Read 8 Oct 2026 · kubera.com
Limitations
Kubera says it cannot initiate transactions, does not store banking credentials, and is not a tax filing tool.Read 8 Oct 2026 · kubera.com
Mobile
Kubera can be added to the iPhone home screen from Safari and to Android from Chrome, where it behaves like a native app.Read 8 Oct 2026 · help.kubera.com
Multi-currency
Kubera supports multiple currencies throughout the portfolio and lets users view wealth in their preferred currency.Read 8 Oct 2026 · kubera.com
Performance
Kubera calculates IRR for positions with cash flows and shows portfolio growth, daily history, cost basis, and gains.Read 8 Oct 2026 · kubera.com
Performance reporting
YesRead 20 Sep 2026 · kubera.com
Risk analysis
YesRead 20 Sep 2026 · kubera.com
Unconnected accounts
Web Sync can read account information from institutions that do not connect through APIs, and positions can also be entered manually.Read 8 Oct 2026 · kubera.com

Plans and prices

Essentials $250 a year $250/year Everything except what's listed under Black Read 8 Oct 2026 · kubera.com
Black $2,500 a year $2500/year Essentials plus ownership tags, nested portfolios, guided onboarding, and VIP support Read 8 Oct 2026 · kubera.com
White Label $300 a month Starting at $300/month White-label web and mobile · Unlimited connections per client portfolio · Support for multiple asset classes, currencies, and entities Read 20 Sep 2026 · kubera.com

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