★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
VOL. XCIV, NO. 247
Kubera Review, Pricing, and Features
Kubera is a paid net-worth and portfolio tracker for high-net-worth households, founders, expats, advisors, and family-office style users who need one balance-sheet view across bank accounts, brokerages, crypto, real estate, private-company equity, alternatives, documents, beneficiaries, and multiple currencies. It supports global account aggregation, scenario modeling, document storage, estate handoff workflows, white-label advisor portals, and a first-party API. It is tracking and reporting software, not a broker, tax engine, trading/rebalancing execution system, or free personal-finance app.
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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
Fully loaded premium experience for HNIs and power users, adding advanced entity structures, collaboration and 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.
- Monitoring 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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Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
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