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Kubera

@KuberaDotcom

Kubera is a balance sheet for tracking everything you own and owe, from bank accounts and stocks to real estate and private investments. $250 a year, not 1%.

 Palo Alto
kubera.com
Joined February 2020
  • Tweets861
  • Following4
  • Followers2.9K
316Media
Photo by Kubera (@KuberaDotcom)Photo by Kubera (@KuberaDotcom)Photo by Kubera (@KuberaDotcom)Photo by Kubera (@KuberaDotcom)Photo by Kubera (@KuberaDotcom)Photo by Kubera (@KuberaDotcom)Photo by Kubera (@KuberaDotcom)Photo by Kubera (@KuberaDotcom)Photo by Kubera (@KuberaDotcom)Photo by Kubera (@KuberaDotcom)
The 5-minute Kubera Intro
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"For anyone with finances spread across multiple countries, Kubera is best in class." reviews.io/company-reviews/s…
Image from Kubera (@KuberaDotcom)
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How to Track Net Worth Across Trusts, LLCs and Family Members Without Losing the Whole Picture kubera.com/blog/net-worth-ac…
How to Track Net Worth Across Trusts, LLCs and Family Members Without Losing the Whole Picture

How to Track Net Worth Across Trusts, LLCs and Family Members Without Losing the Whole Picture

Two ways to model a family's wealth once it lives in more than one name: one portfolio with ownership tags, or a portfolio per entity linked into a consolidated view. When to use each, who should see...

kubera.com
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"Lifetime subscriber" reviews.io/company-reviews/s…
Image from Kubera (@KuberaDotcom)
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Connecting Your Full Balance Sheet to ChatGPT or Claude: What Changes When the AI Has Your Real Numbers kubera.com/blog/connect-bala…
Connecting Your Full Balance Sheet to ChatGPT or Claude: What Changes When the AI Has Your Real...

Connecting Your Full Balance Sheet to ChatGPT or Claude: What Changes When the AI Has Your Real...

What an AI assistant can and cannot do once it can read your actual balance sheet: the questions worth asking, what leaves Kubera and who controls it afterwards, the read-versus-write distinction,...

kubera.com
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The forward-looking tools are the standout reviews.io/company-reviews/s…
Image from Kubera (@KuberaDotcom)
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For years, we've been trying to get every bank to talk to Kubera. Maybe we just needed an AI that could use a bank the way you do.
Your AI can now sync bank and brokerage accounts

Your AI can now sync bank and brokerage accounts

Article · @KuberaDotcom
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Forecasting Cash Needs When You Hold Private Funds: How to See Capital Calls Coming kubera.com/blog/forecasting-…
Forecasting Cash Needs When You Hold Private Funds: How to See Capital Calls Coming

Forecasting Cash Needs When You Hold Private Funds: How to See Capital Calls Coming

A twelve-month cash forecast that includes unfunded commitments: how to schedule expected calls and distributions, size the reserve, and model the whole thing in Fast Forward so a capital-call notice...

kubera.com
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Kubera has been a blessing. It's powerful but simple and seems to be designed by people who understand all the nuances of complex financials. reviews.io/company-reviews/s…
Image from Kubera (@KuberaDotcom)
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How to Benchmark Your Portfolio Against Similar Investors (Not Just the S&P 500) kubera.com/blog/benchmark-po…

How to Benchmark Your Portfolio Against Similar Investors (Not Just the S&P 500)

Two benchmarks that answer different questions: each position's IRR against the index on your own cash-flow dates, and your net worth growth, invested share, cash and home against the medians of...

kubera.com
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"Kubera is phenomenal for tracking balances and assets across both connected accounts and private investments" reviews.io/company-reviews/s…
Image from Kubera (@KuberaDotcom)
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New: Click anywhere on the net worth line chart on your Kubera dashboard to see your top investable assets for that date, side by side with your top investable assets now.
Top investable assets then and now

ALT Top investable assets then and now

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Your AI Assistant now has your history

Your AI Assistant now has your history

Article · @KuberaDotcom
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"Has made life so much easier" reviews.io/company-reviews/s…
Image from Kubera (@KuberaDotcom)
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AI for Financial Advisors: How RIAs Use Claude and ChatGPT on Real Client Balance Sheets Without Breaking SEC Rules kubera.com/blog/ai-for-finan…
AI for Financial Advisors: How RIAs Use Claude and ChatGPT on Real Client Balance Sheets Without...

AI for Financial Advisors: How RIAs Use Claude and ChatGPT on Real Client Balance Sheets Without...

Where advisors use AI today, what the SEC and FINRA require, what client data should and shouldn't leave, a two-page RIA AI policy, and the AI-drafts-you-decide workflow.

kubera.com
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Family Office Software in 2026: What Multi-Family and Virtual Family Offices Actually Need (and What It Costs Per Family) kubera.com/blog/family-offic…
Family Office Software in 2026: What Multi-Family and Virtual Family Offices Actually Need (and...

Family Office Software in 2026: What Multi-Family and Virtual Family Offices Actually Need (and...

Family office software is three layers: ledger, reconciliation engine, client-facing balance sheet. Platforms compared by reported price, implementation and cost per family.

kubera.com
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"Kubera has some unique features that are very helpful for me, that others don't do" reviews.io/company-reviews/s…
Image from Kubera (@KuberaDotcom)
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Held-Away Assets: How RIAs Track, Report On, and Advise On What the Custodian Can't See kubera.com/blog/held-away-as…
Held-Away Assets: How RIAs Track, Report On, and Advise On What the Custodian Can't See

Held-Away Assets: How RIAs Track, Report On, and Advise On What the Custodian Can't See

What held-away assets are, how big the blind spot is, the report/advise/manage line, custody and Reg S-P rules for aggregation, and how to show the whole balance sheet.

kubera.com
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🫶 reviews.io/company-reviews/s…
Image from Kubera (@KuberaDotcom)
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Addepar Pricing in 2026: What It Actually Costs, Who It's Built For, and What Smaller Firms Pay Instead kubera.com/blog/addepar-pric…
Addepar Pricing in 2026: What It Actually Costs, Who It's Built For, and What Smaller Firms Pay...

Addepar Pricing in 2026: What It Actually Costs, Who It's Built For, and What Smaller Firms Pay...

Addepar doesn't publish pricing. Third-party reported ranges, the basis-point model, implementation costs, who it fits, and what smaller RIAs and family offices pay instead.

kubera.com
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