The Finance Base / Best Investment Portfolio Tracking Apps / Kubera
kubera.com
Kubera
Visit kubera.com ↗ What it costs
- 7.7 No. 7on Best Investment Portfolio Tracking Apps
- From $250/yr · 14-day trialprice, as published
- Oct 8, 2026read on
What Kubera costs
- Essentials $250 / year
- Black $2,500 / year
- White Label $300 / month
As kubera.com publishes them, read Oct 8, 2026. Fees, tax and exchange rates can differ when you pay; check the provider's own page first.
Its statement
- Free plan
- No
- Free trial
- Yes
- Runs on
- iPhone Android Web
- Facts on record
- 18
Facts we read
- Allocation analysisYes · kubera.com, Sep 20, 2026
- AssetsIt tracks brokerage and retirement accounts, crypto, private equity, real estate, vehicles, gold, and other assets in one portfolio. · kubera.com, Oct 8, 2026
- Asset class coveragemulti_asset_alternatives · kubera.com, Sep 20, 2026
- ComplianceKubera 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. · kubera.com, Oct 8, 2026
- ConnectionsKubera connects accounts through Plaid, Mastercard, MX, Yodlee, Akoya, SnapTrade, Lean, Akahu, and Salt Edge. · kubera.com, Oct 8, 2026
- Free planNo · kubera.com, Sep 20, 2026
- IntegrationsKubera supports connections with AI assistants including ChatGPT, Claude, Grok, and Perplexity. · kubera.com, Oct 8, 2026
- Intended usersKubera describes itself as a balance sheet for people managing their own wealth, including people with complex trusts and holding companies. · kubera.com, Oct 8, 2026
- LimitationsKubera says it cannot initiate transactions, does not store banking credentials, and is not a tax filing tool. · kubera.com, Oct 8, 2026
- MobileKubera can be added to the iPhone home screen from Safari and to Android from Chrome, where it behaves like a native app. · help.kubera.com, Oct 8, 2026
- Multi-currencyKubera supports multiple currencies throughout the portfolio and lets users view wealth in their preferred currency. · kubera.com, Oct 8, 2026
- PerformanceKubera calculates IRR for positions with cash flows and shows portfolio growth, daily history, cost basis, and gains. · kubera.com, Oct 8, 2026
- Performance reportingYes · kubera.com, Sep 20, 2026
- Risk analysisYes · kubera.com, Sep 20, 2026
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