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Kubera

Kubera

Money & Personal Finance ResourcesInvestment & Portfolio ToolsNet Worth & Wealth Trackers
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Verified working Aug 6, 2026

A net-worth dashboard for complex portfolios beyond stocks and banks.

Kubera is a paid personal wealth tracker for people who want one balance-sheet view across traditional accounts, crypto, private investments, real estate, valuables, and other assets. It supports multi-currency holdings, nested portfolios for entities or trusts, shared access for collaborators, reporting, liquidity planning, AI-assisted portfolio queries, and legacy-transfer features.

Why it stands out

  • Designed for whole-net-worth tracking rather than only budgeting, public equities, or retirement accounts.
  • Handles alternative and illiquid assets such as LP interests, capital calls, private shares, collectibles, and property.
  • Uses multiple aggregation providers and connector selection instead of relying on a single bank-linking network.
  • Nested portfolios make it practical to represent holding companies, trusts, subsidiaries, and family structures.
  • Includes crypto-specific handling for wallets, exchanges, staking, lending, DeFi, NFTs, and BTC-denominated net-worth views.

Good to know

  • After the trial, the advertised price is $250 per year, so it is not a free personal finance dashboard.
  • Its feature set is aimed at complex wealth tracking and may be more than needed for simple budgeting or expense categorization.
  • Institution connectivity can still depend on external aggregators or the institution’s website; Web Sync is presented as a fallback when standard connections are unavailable.
  • Some AI-related workflows appear to involve external AI tools such as ChatGPT, Claude, or Gemini.

Photos

Illustration for Kubera