Bonsai ◆
Finance & Accounting
All-in-one business management for freelancers and service teams: CRM, proposals, contracts, invoicing, time tracking, and expenses in one platform.
from $9/user/mo
About Kubera
Kubera is a net worth tracker that pulls data from bank accounts, investment portfolios, crypto wallets, and real estate into a single view. It updates automatically so you see your total financial picture without manual entry.
What it does
You connect your financial accounts via Plaid or manual CSV uploads, and Kubera aggregates balances, holdings, and valuations. It calculates net worth over time and shows trends with charts.
Best for
- Individuals managing multiple accounts across banks and brokers
- Crypto investors tracking volatile holdings alongside traditional assets
- Families monitoring shared finances or trusts
Strengths
- Supports 20,000+ financial institutions via Plaid
- Includes crypto and real estate alongside traditional assets
- Historical net worth charts with daily snapshots
Key features
- Account aggregation — Sync banks, brokerages, crypto exchanges, and more
- Net worth calculation — Automatic total with liabilities
- Historical trends — Charts showing net worth over days, months, years
- Manual assets — Add real estate, vehicles, or collectibles with custom values
- Multi-currency support — Handles accounts in different currencies
Kubera Pricing
Kubera pricing: from $12/mo. Billing model: Subscription.
