What it does
Kubera consolidates wealth held in banks, brokerages, private investments and manually valued assets. It supports connected accounts and manual positions. Annual Essentials and Black subscriptions differ mainly in support for complex ownership and entity structures.
Assets outside a brokerage account
Private-fund commitments, capital calls and distributions can sit beside listed holdings in Kubera. This makes it useful for a household tracking several types of wealth. Account connectors are available, with manual positions or Web Sync as alternatives for some unsupported institutions.
Essentials costs US$250 a year. Black costs US$2,500 a year and adds ownership tags, nested portfolios and individual setup support. Nested portfolios give separate people, trusts or entities their own views and track transfers between them.
Select Try for 14 days to inspect the service, then choose a subscription after the trial. Kubera is tracking software; it does not turn a recorded asset valuation into money available to withdraw.
Strengths
- Tracks private investments and capital calls
- Supports ownership tags and nested portfolios
Watch out for
- Some institutions need manual tracking or Web Sync
- Nested portfolios and ownership tags require Black
Best for
- Tracking complex household or entity wealth
Sources
- Kubera wealth tracking, plans and trial (Oct 27, 2026)