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Kubera

A wealth dashboard that tracks net worth, investments, and other assets.

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A web-based wealth dashboard that consolidates bank accounts, investment holdings, private assets and other statements into a live balance sheet with portfolio reporting, multi-currency tracking, cash forecasting and tools for complex ownership structures. It is aimed at individuals, families, trusts and entities with assets across multiple institutions or countries who need up-to-date portfolio views, sharing controls and connections to external AI tools; available as a $250 per year subscription.

Categories
Portfolio trackingNet worth trackingPersonal finance

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