Ask questions about your Kubera portfolio.
Connect your Kubera account to access your live balance sheet data, including net worth, assets, liabilities, and allocation.
The assistant uses this data to answer questions, surface patterns, and explain what’s in your portfolio.
Example questions:
- What is my current net worth?
- What stands out in my balance sheet?
- Where am I overly concentrated?
- Summarize my assets, liabilities, and entities
- What questions should I ask my advisor?
- Update my Tesla shares to 100 units
Kubera is the Balance Sheet for those who manage their own wealth. https://www.kubera.com/
How to use
- 1Add it in ChatGPT
Open Kubera in ChatGPT's Plugin directory (button above), select + to add it and sign in if asked.
- 2Use it in a chat
Type @ in the composer and pick Kubera, or start your message with its name. ChatGPT may also suggest it when it fits what you ask.
Things to ask
- “What stands out in my balance sheet?”
- “Summarize my assets, liabilities, and entities”
- “Update my Tesla shares to 100 units”