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Description

Discover the ultimate modern portfolio tracker designed to manage all your assets seamlessly—both traditional and cryptocurrency. With the ability to connect to a multitude of global banks, brokerages, stocks, and currencies, you can keep your investments organized effortlessly. Link your online brokerage accounts or manually input individual stocks to monitor their current values in real-time. Access up-to-date balances from your cryptocurrency wallets and exchange accounts, or simply add your coins to keep tabs on your crypto portfolio's worth in your preferred currency. Kubera is compatible with over 20,000 banks across the globe and employs cutting-edge account aggregation technology, ensuring dependable connectivity to numerous online financial institutions worldwide. In addition, you can track the current value of your properties using real-time market data sourced from Zillow (available for the US only) and monitor the estimated market worth of your vehicles. Kubera also allows for the assessment of the market value of any web domain names you possess. Supporting almost every currency globally, you can combine your Japanese Yens with your Euros to create a comprehensive dashboard that displays their values in your local currency, providing you with a clear overview of your financial landscape. This holistic approach to asset tracking empowers you to make informed investment decisions with ease.

Description

Cloud based, integrated, customized, simplified solution for Asset Managers, Asset Owners and Service Providers.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Auth0 No 
Binance Yes 
BitGo Yes 
BitMEX Yes 
Bitfinex Yes 
Bybit Yes 
CoinTracking No 
DataCandy Yes 
Gate.io Yes 
Gemini Yes 
Kraken Yes 
Ledger Yes 
MetaMask Yes 
MyEtherWallet (MEW) Yes 
PayPal Yes 
Poloniex Yes 
Trezor Yes 
Wise Yes 
Xignite No 

Integrations

Auth0 Yes 
Binance No 
BitGo No 
BitMEX No 
Bitfinex No 
Bybit No 
CoinTracking Yes 
DataCandy No 
Gate.io No 
Gemini No 
Kraken No 
Ledger No 
MetaMask No 
MyEtherWallet (MEW) No 
PayPal No 
Poloniex No 
Trezor No 
Wise No 
Xignite Yes 

Pricing Details

$12 per month
Free Trial Yes 
Free Version No 

Pricing Details

$1500/month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Kubera

Website

www.kubera.com

Vendor Details

Company Name

PortfolioShop

Founded

1998

Country

United States

Website

www.portfolioshop.com

Product Features

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks No 
Client Management No 
Commodities No 
Compliance Reporting No 
Data Import / Export No 
For Investment Advisors No 
For Investors & Traders No 
Fund Management No 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management No 
Risk Management No 

Stock Portfolio Management

Billing & Invoicing No 
Client Management No 
Data Warehousing No 
For Investment Advisors No 
For Traders No 
Order Management No 
Portfolio Accounting No 
Portfolio Rebalancing No 
Risk Management No 
Tax Management No 
Technical Analysis No 
Wash Sale Detection No 

Product Features

Hedge Fund

Compliance Management Yes 
Contact Management No 
Investor Accounting Yes 
Investor Reporting Yes 
P&L Calculation Yes 
Partnership Accounting Yes 
Performance Analysis Yes 
Portfolio Analysis Yes 
Portfolio Management Yes 

Investment Management

Accounting Management Yes 
Benchmarking Yes 
Bonds / Stocks Yes 
Client Management No 
Commodities Yes 
Compliance Reporting Yes 
Data Import / Export Yes 
For Investment Advisors Yes 
For Investors & Traders Yes 
Fund Management Yes 
Modeling & Simulation Yes 
Payroll & Commissions No 
Performance Metrics Yes 
Portfolio Management Yes 
Risk Management Yes 

Stock Portfolio Management

Billing & Invoicing Yes 
Client Management Yes 
Data Warehousing Yes 
For Investment Advisors Yes 
For Traders No 
Order Management Yes 
Portfolio Accounting Yes 
Portfolio Rebalancing Yes 
Risk Management Yes 
Tax Management Yes 
Technical Analysis No 
Wash Sale Detection Yes 

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