# Kubera review ({year}) — features, pricing & alternatives | PortfolioGlance

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**Premium all-asset net-worth tracker with worldwide account sync, IRR benchmarking and estate handoff.**

Kubera is a premium net-worth tracker that aims to hold every asset you own — stocks, ETFs, crypto (including DeFi and NFTs), real estate, vehicles, collectibles, private equity and bank accounts — and sync them from thousands of institutions worldwide. It reports an internal rate of return (IRR) for each asset and benchmarks it against tickers and indices like the S&P 500, Bitcoin or Apple. It is paid-only, and adds unusual extras like a “Fast Forward” scenario planner and a beneficiary/estate handoff.

- Pricing: Paid
- Category: Portfolio trackers
- Official site: https://www.kubera.com

**Best for:** People with complex, multi-asset wealth — real estate, private deals, crypto — who want one worldwide net-worth view with IRR benchmarking, and will pay for it.

## Strengths

- Tracks virtually any asset class, with worldwide account sync
- IRR per asset, benchmarked against tickers and indices
- Multi-currency (even view net worth in Bitcoin)
- Estate handoff and scenario planning most trackers lack

## Trade-offs

- Paid-only — from $249/year, no free tier
- No dividend tracking, tax reports or automated rebalancing
- AI is bring-your-own (you connect your own ChatGPT/Claude/Gemini)
- English-only, with private sharing only

## Kubera vs PortfolioGlance

Kubera is the stronger choice for tracking sprawling net worth — property, private equity, collectibles — across worldwide institutions, if the premium price is worth it. PortfolioGlance is free at its core, adds native AI analysis, a health score and goal projection, and does not link accounts (manual or CSV) — but it is not built to be an all-asset net-worth aggregator with estate features.

## Features at a glance

| Feature | Kubera |
| --- | --- |
| Pricing | Paid |

### Tracking & data

| Feature | Kubera |
| --- | --- |
| Manual entry | Yes |
| CSV / broker import | Yes |
| Automatic bank/broker sync | Yes |
| Multi-asset | Yes |
| Multi-currency | Yes |
| Dividend tracking | Not supported |
| Dividend/income forecast | Not supported |
| Tax reports | Not supported |

### Analysis & insights

| Feature | Kubera |
| --- | --- |
| AI portfolio analysis | Partial |
| AI asset & market analysis | Not supported |
| Portfolio health score | Not supported |
| Rebalancing & drift | Not supported |
| Goal & time-to-goal | Yes |
| Custom groupings / tags | Yes |
| Return method (TWR/MWR) | Yes |
| Benchmark & alpha | Yes |
| Backtesting & scenarios | Not supported |

### Access & pricing

| Feature | Kubera |
| --- | --- |
| Free tier | Not supported |
| No account linking required | Partial |
| Open source | Not supported |
| Self-hostable | Not supported |
| Public API | Not supported |

### Platform & reach

| Feature | Kubera |
| --- | --- |
| Mobile app | Yes |
| Multi-language | Not supported |

### Community & extras

| Feature | Kubera |
| --- | --- |
| Public / social portfolios | Not supported |
| AI portfolio roast | Not supported |

Verified 2026-07-06
Sources:
- Kubera — homepage (official) — https://www.kubera.com/
- Kubera — IRR of my investment (help) — https://help.kubera.com/article/79-irr-of-my-investment-in-kubera
- WallStreetZen — Kubera review 2026 — https://www.wallstreetzen.com/blog/kubera-app-review/

## Popular comparisons

- Kubera vs PortfolioGlance — https://www.portfolioglance.com/investing-apps/kubera-vs-portfolioglance.md
- Kubera vs Wealthica — https://www.portfolioglance.com/investing-apps/kubera-vs-wealthica.md

*This overview is editorial and for information only — not financial advice or an endorsement. Features and pricing may have changed since publication; check the official site for the latest details.*