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Description
Discover the ultimate modern portfolio tracker designed to manage all your assets seamlessly—both traditional and cryptocurrency. With the ability to connect to a multitude of global banks, brokerages, stocks, and currencies, you can keep your investments organized effortlessly. Link your online brokerage accounts or manually input individual stocks to monitor their current values in real-time. Access up-to-date balances from your cryptocurrency wallets and exchange accounts, or simply add your coins to keep tabs on your crypto portfolio's worth in your preferred currency. Kubera is compatible with over 20,000 banks across the globe and employs cutting-edge account aggregation technology, ensuring dependable connectivity to numerous online financial institutions worldwide. In addition, you can track the current value of your properties using real-time market data sourced from Zillow (available for the US only) and monitor the estimated market worth of your vehicles. Kubera also allows for the assessment of the market value of any web domain names you possess. Supporting almost every currency globally, you can combine your Japanese Yens with your Euros to create a comprehensive dashboard that displays their values in your local currency, providing you with a clear overview of your financial landscape. This holistic approach to asset tracking empowers you to make informed investment decisions with ease.
Description
Link your accounts seamlessly to monitor your portfolio and compute your taxes efficiently, all while ensuring your data is encrypted by you alone. With direct real-time connections to exchanges, you can import trades and transactions effortlessly, allowing you to instantly assess their effects on your portfolio and tax obligations. These direct connections guarantee that your data remains private, as we don't have the ability to access or log your information. If your exchange isn't currently supported or is inactive, you can still upload your data using our tailored CSV format. For smaller batches of transactions, manual entry is also an option. We recognize the value of every asset you hold, presenting you with a comprehensive total in your preferred currency. Gain insights into your asset performance over time, reminiscing about previous successes while strategizing for future opportunities. Additionally, you can analyze the distribution of your account value across various assets, enabling informed investment and rebalancing choices. Support is available for capital gains and income tax calculations for both the UK and USA, ensuring you're well-equipped for your financial planning. With our platform, you can confidently navigate your financial landscape and make educated decisions regarding your investments.
API Access
Has API
API Access
Has API
Integrations
Bitstamp
AWS Marketplace
BitGo
BitMEX
Bitfinex
Bybit
Coinbase
DataCandy
Gate.io
Gemini
Integrations
Bitstamp
AWS Marketplace
BitGo
BitMEX
Bitfinex
Bybit
Coinbase
DataCandy
Gate.io
Gemini
Pricing Details
$12 per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Kubera
Website
www.kubera.com
Vendor Details
Company Name
Recap
Founded
2018
Country
United Kingdom
Website
recap.io
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
Stock Portfolio Management
Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection
Product Features
Crypto Tax
Automated Data Import
Exchange Integration
Export Transactions
Historical Prices
Income Overview
Margin & Futures Support
Profit & Loss / Cap Gains
Staking / Lending / DeFi Support
Tax Form Generation
Tax Loss Harvesting
Wallet Integration