VOL. XCIV, NO. 247
A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES
Kubera Review, Pricing, and Features
Kubera
Kubera is a paid balance-sheet and portfolio tracker for households, founders, expats, advisors, and family offices. It aggregates banks, brokers, crypto, real estate, private equity, alternatives, documents, beneficiaries, and currencies, with scenarios, estate handoff, advisor portals, and an API. It is reporting software, not a broker, tax engine, or rebalancer.
Best for
- High-net-worth households, founders, expats, and advisors needing a global balance-sheet view across public, private, crypto, real estate, and other assets.
- For comparing premium net-worth trackers where multi-currency aggregation, estate handoff, document storage, and API access justify a high annual subscription.
- Advisors or clubs that want a white-label client portal without adopting a full enterprise wealth platform.
Watch out
- Kubera is a paid product after the 14-day trial, so casual users looking for a free tracker should be sent elsewhere.
- Essentials is priced annually and Kubera Black is materially more expensive for complex household/entity needs.
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Pricing
From $250/yr · 14-day trial · 3 plans
Essentials
Core Kubera subscription for individuals and households; includes all features except Kubera Black additions.
Black
Plan for complex entity structures, collaboration, and direct support.
Kubera White Label
Business / enterprise offering for advisors, family offices and clubs to roll out Kubera under their own brand.
Key features
- Aggregate global bank, brokerage, crypto, and other financial accounts through multiple connectors including Plaid, Mastercard, MX, Yodlee, SnapTrade, Lean, Akahu, Salt Edge, and manual entry.
- Tracking public securities, bank balances, bonds, funds, private-company equity, venture investments, real estate, vehicles, precious metals, crypto wallets, exchanges, DeFi, NFTs, staking, lending, and other alternatives.
- Monitor wealth across currencies while viewing consolidated net worth and performance in a chosen base currency.
- Nested portfolios and entity-level balance sheets for holding companies, trusts, partnerships, subsidiaries, and other complex ownership structures on higher-tier plans.
- Sharing tools for selected portfolios with family members, assistants, advisors, or collaborators using granular access control where the plan supports it.
- Fast Forward scenarios, cash forecasting, capital-call planning, allocation views, Club Benchmarks, and rebalancing recommendations for planning and risk awareness are available without trade execution.
- Store documents in an encrypted vault tied to assets, including cap-table exports, term sheets, estate plans, and other records.
- Dead Man's Switch beneficiary workflows to deliver exported Kubera data and documents after repeated inactivity checks.
- Access to your own portfolio data through Kubera API with a 30 requests-per-minute limit and daily quotas by plan: 100 requests/day on Essentials and 1000 requests/day on Black or Business.
- Paid access: after the 14-day trial, Essentials is recorded at $250/year, Kubera Black at $2500/year, and White Label starts at $300/month for firms.
FAQ
Is Kubera free?
No. Kubera does not offer a free plan. Expect subscription pricing when you onboard. Check the vendor site for the most recent offers. A 14-day free trial is available on select plans.
Who is Kubera best for?
Kubera is built for Pro Retail, Retail Traders, Long-term Investors, Financial Advisors, and Family Offices. It suits intermediate and advanced users.
What platforms and connections does Kubera support?
You can use Kubera on Web, Mobile, and Desktop. Kubera offers an API. Integrations include Plaid, Mastercard, MX, Yodlee, SnapTrade, Lean + 3 more.
Which markets does Kubera cover?
Kubera covers North America, Europe, APAC, LatAm, Middle East, and Africa. It tracks Stocks, Bonds, ETFs, Mutual Funds, Cryptos, Real Estate + 4 more. Identifiers include Ticker.
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