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What is DPC Monitor?

Develop a thorough comprehension of the portfolio by analyzing its values, trends, and any established limits or alerts. Examine any negative fluctuations within the portfolio to uncover their root causes. From a broader perspective, investigate the details of each individual holding. Engage in a dynamic and visual exploration of the portfolio, both in terms of its current status and its historical performance. Scrutinize elements such as asset allocation, exposure levels, risk factors, and performance attribution. Collect and oversee information on all assets and liabilities, encompassing various types including funds, stocks, bonds, ETFs, private equity, loans, real estate, timber, precious metals, artwork, derivatives, and more. Design one or multiple portfolios tailored to your preferences and structural requirements. Consolidate and synthesize assets and liabilities from multiple sources, including various accounts and custodial services. Incorporate investment policies and compliance regulations into your analytical framework for improved direction. Set allocation and exposure limits, and outline benchmarks and objectives that apply at different levels within the portfolio. This detailed strategy guarantees thorough oversight and management of the investment environment, ultimately supporting informed decision-making and strategic growth.

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.

Media

Media

Integrations Supported

Integrations Supported

AWS Marketplace
Binance
BitGo
Bybit
Coinbase
DataCandy
Gate.io
Gemini
HTX
Kraken
Liquid
MetaMask
MyEtherWallet (MEW)
Nifty
Poloniex
Trezor
Trust Wallet
Wise

API Availability

API Availability

Has API

Pricing Information

Pricing not provided

Pricing Information

$12 per month
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Digital Portfolio Control

Date Founded

2015

Company Location

Sweden

Company Website

www.digitalportfoliocontrol.se/dpcmonitor/

Company Facts

Organization Name

Kubera

Company Website

www.kubera.com

Categories and Features

Investment Management

Benchmarking
Bonds / Stocks
Client Management
Performance Metrics
Risk Management

Categories and Features

Crypto

Not specified

Dividend Trackers

Not specified

Investment Management

Not specified

Portfolio Analysis

Not specified

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