Automated tracking for Global, Diversified Investment Portfolios
Simple, Professional Grade Net Worth Tracker for Digital-Native Global Citizens.
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Track your current net worth, compare it with the past, and see where it's going. Designed for the new age investor—Modern, Beautiful, & easy to use.
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To provide our clients with the best in the business portfolio tracker, we partnered with Kubera, to deliver the most accurate, up to date information
Track Global Banks & Brokerages
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Kubera’s smart algorithm picks the best connector for your institution from a database of multiple account aggregators (Mastercard, Plaid, Yodlee, SnapTrade, Lean, Akahu & Salt Edge).
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Kubera thus offers the most reliable connectivity to Banks, Brokerages and nearly any Investment Account from the widest coverage of over 20,000 institutions around the world. Here's the list.
Track your Global Stock Portfolio
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Get your stocks in order.
Connect your online brokerage accounts, or add tickers to track nearly any stock, ETF or Mutual Fund on the planet.
We support all major stock exchanges in the US, Canada, UK, Europe, Asia, Australia and NZ
Track Crypto Assets,Including DeFi & NFTs
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Get the latest balances from all major crypto wallets and exchanges , or simply add the coins to track them.
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Kubera supports DeFi assets on multiple chains like Ethereum, BSC, Polygon, Arbitrum, Optimism, Avalanche, Solana & Cosmos.
Also your Punks, Apes, Robots & Kittens.
Track your Illiquid assets
Dead Man's Switch for your financial data
Beneficiary Management for all of your Critical Financial Information:
Never worry if your family will receive access to your financial data and accounts in case of an unforeseen event.
The system has an automated 'Life Beat Check' that can sense extended periods of account inactivity and send your portfolio to your beneficiary. Before sending, you’ll receive multiple prompts to which you can respond with just a click to reset the timer.
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One safe place for your entire financial life
Sync, store, and track all of your wealth in one place so nothing is ever lost. Kubera is an all-in-one digital vault for all of your accounts, investments, assets, and files.
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Keep your financial data safe, secure, and private. Set a named beneficiary who will receive access to your Kubera data and financial assets only when the time comes.
Give your beneficiary a full view of your accounts and assets
When the time comes, your beneficiary will receive access to a full accounting of all of the financial accounts, assets, and property you’ve added to your Kubera account. This means they’ll have a full view of your estate—only when necessary.
Transfer important documents and other essentials
You can store all of your financial and estate planning documents, and other critical files. Make sure your beneficiary receives all of the access and information they need.
Secure, automated transfer
Never worry if your family will receive access to your financial data and accounts. With Kubera, configure an automated “Life Beat” workflow to provide access only after an extended periods of inactivity. Before giving access, you’ll receive multiple prompts to which you can respond with just a click to reset the timer.
Create a fall-back Plan
In addition to your primary beneficiary, you can set a contingent beneficiary (or “Trusted Angel”) who will receive access only in the event that your main beneficiary isn’t able to access your account data.