Kubera: portfolio workflow and limits
A hosted wealth-tracking workflow for combining different categories of assets and obligations.
Edition and operating model
Hosted service
Selected cost and free boundaries
Current subscription and connected-institution coverage require plan/checkout verification; exact price not established here.
Keeping records
A broad balance-sheet and wealth view rather than only a listed-stock trade journal.
Limits to check
A net-worth dashboard and a security return ledger answer different questions. Connection coverage and manual valuations need checking; automatic account aggregation is not established for every institution or region.
A practical migration test
Check one connected asset and one manually valued asset, along with valuation date and export format. Keep an independent source record and review access revocation.
Preserve an independent copy of dated trades, fees, cash flows and valuation sources. Import compatibility and a displayed market value do not prove a fully reconciled return history. Try a small copied example and inspect export before replacing your primary record.
Primary evidence
Kubera balance-sheet and wealth tracking
Checked 17 October 2026; no authenticated account, native broker connection or tax-report acceptance was tested.
Compare all selected trackers ยท Analyze a manual holdings snapshot