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What is Kubera?

Explore the cutting-edge portfolio management tool that effortlessly handles both your traditional and cryptocurrency assets. This platform allows you to connect with a wide range of global banks and brokerages, ensuring your investments are neatly organized without hassle. You can either link your online brokerage accounts or enter individual stocks manually to keep an eye on their real-time values. Additionally, it provides access to current balances from your cryptocurrency wallets and exchange accounts, or you can input your coins to monitor your crypto portfolio's valuation in your chosen currency. Kubera supports integration with over 20,000 banks worldwide and utilizes advanced account aggregation technology, guaranteeing reliable connections to various online financial entities globally. Furthermore, you can evaluate the current value of your real estate using real-time market information from Zillow, which serves only the US market, and keep track of the estimated worth of your vehicles. Kubera also offers the capability to determine the market value of any domain names you own. With support for nearly all currencies, you can blend your Japanese Yens with Euros to create a detailed dashboard that presents their values in your local currency, giving you a comprehensive view of your financial situation. This integrated method of asset management not only simplifies the tracking process but also enhances your ability to make well-informed investment choices effortlessly. Ultimately, it equips you with the tools necessary to navigate the complexities of modern finance confidently.

What is Cobalt?

Data plays a crucial role in boosting profitability and enhancing margins. Our platform is designed to encourage collaboration among your team, operating companies, and limited partners by eliminating data silos found in isolated teams, emails, and difficult-to-access databases through a user-friendly interface. This streamlined approach enables deal, investor relations, and finance teams to work together effortlessly with shared data sets and established protocols in a cloud-driven and collaborative environment. Equipped with advanced visualization and analytical tools, our platform helps convey your narrative effectively while offering a tailored experience for both operating companies and limited partners. The ingenuity behind Cobalt is rooted in the vast expertise of our team, where product specialists are adept at crafting powerful private market technologies, and our dedicated support team ensures that these tools work at peak performance for our clients. By requesting a demo today, you can uncover the unique benefits our platform offers to your organization, allowing us to showcase the full potential of Cobalt GP. Witness how our innovative solutions can significantly enhance your workflow and propel your success to new heights. With Cobalt GP, transforming your operational processes into a seamless experience is just a demonstration away.

Media

Media

Integrations Supported

Bitstamp
Binance
BitGo
Bitfinex
Coinbase
Gate.io
Gemini
HitBTC
Kraken
KuCoin
Liquid
MetaMask
Nifty
Poloniex
Trezor
Trust Wallet
Wise

Integrations Supported

Bitstamp
Binance
BitGo
Bitfinex
Coinbase
Gate.io
Gemini
HitBTC
Kraken
KuCoin
Liquid
MetaMask
Nifty
Poloniex
Trezor
Trust Wallet
Wise

API Availability

Has API

API Availability

Has API

Pricing Information

$12 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Kubera

Company Website

www.kubera.com

Company Facts

Organization Name

FactSet

Date Founded

2011

Company Location

United States

Company Website

www.cobalt.pe/

Categories and 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

Categories and Features

Business Intelligence

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

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

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