Kubera

What it is

Kubera is a subscription wealth dashboard for connected bank, brokerage, and crypto accounts plus manually entered assets and liabilities. Kubera Black adds nested portfolios and more detailed access controls for trusts, companies, and family ownership structures.

Ways to use it

Ideas from real executive operations work. Take the ones that fit.

• Combine bank, brokerage, crypto, real-estate, and private-investment values in one dashboard.
• Record mortgages, loans, and other liabilities beside the assets they finance.
• Build nested portfolios for trusts, LLCs, family members, or other ownership structures on Kubera Black.
• Give an approved adviser or household collaborator only the portfolio access required for their role.
• Review and export a current balance sheet for a family-office or personal-finance meeting.