Kubera
API—OSS—FREE—DOCS4/5
KU6.5#48 of 181
outWeb—Windows—Mac—LinuxoutAndroidoutiOS
Ranked in Personal Finance Software ·Free trial· paid from $20.83/mo
About
Kubera is ranked #48 of 181 in personal finance software on Inferse. It runs on Android, iOS, Web. There is no free plan. A free trial is offered. Paid plans start at $20.83/mo.
Compared on personal finance software
- Free plan
- Nokubera.com
Facts
- Asset class coverage
- multi_asset_alternativeskubera.com · 20 Sept 2026
- Performance reporting
- Yeskubera.com · 20 Sept 2026
- Allocation analysis
- Yeskubera.com · 20 Sept 2026
- Risk analysis
- Yeskubera.com · 20 Sept 2026
- Product
- Kubera is a balance sheet and portfolio tracker for people who manage their own wealth.kubera.com · 8 Oct 2026
- Assets
- It tracks brokerage and retirement accounts, crypto, private equity, real estate, vehicles, gold, and other assets in one portfolio.kubera.com · 8 Oct 2026
- Performance
- Kubera calculates IRR for positions with cash flows and shows portfolio growth, daily history, cost basis, and gains.kubera.com · 8 Oct 2026
- Connections
- Kubera connects accounts through Plaid, Mastercard, MX, Yodlee, Akoya, SnapTrade, Lean, Akahu, and Salt Edge.kubera.com · 8 Oct 2026
- Unconnected accounts
- Web Sync can read account information from institutions that do not connect through APIs, and positions can also be entered manually.kubera.com · 8 Oct 2026
- Integrations
- Kubera supports connections with AI assistants including ChatGPT, Claude, Grok, and Perplexity.kubera.com · 8 Oct 2026
- Multi-currency
- Kubera supports multiple currencies throughout the portfolio and lets users view wealth in their preferred currency.kubera.com · 8 Oct 2026
- Security
- Kubera says data is encrypted at rest on AWS and in transit over HTTPS with HSTS, while its account connections are read-only.kubera.com · 8 Oct 2026
- Compliance
- Kubera 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 · 8 Oct 2026
- Limitations
- Kubera says it cannot initiate transactions, does not store banking credentials, and is not a tax filing tool.kubera.com · 8 Oct 2026
- Support
- Black includes priority email support and one-to-one Zoom calls; Kubera says its team replies to customer emails.kubera.com · 8 Oct 2026
- Mobile
- Kubera 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 · 8 Oct 2026
- Intended users
- Kubera describes itself as a balance sheet for people managing their own wealth, including people with complex trusts and holding companies.kubera.com · 8 Oct 2026
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Where it ranks on Inferse
Sources
- kubera.com/portfolio-tracker;· checked 20 Sept 2026
- kubera.com/about-us· checked 8 Oct 2026
- kubera.com/portfolio-tracker· checked 8 Oct 2026
- kubera.com/security· checked 8 Oct 2026
- help.kubera.com/article/69-how-to-install-kubera-on-ios· checked 8 Oct 2026