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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 to view your trades and balances all in one convenient location, enabling you to make informed decisions about your investment portfolio instantly. You can connect through an API or easily upload historical data from various exchanges, wallets, OTC desks, or other transaction data sources. With just one screen, access all your accounts, integrate your APIs, and upload data swiftly. Your portfolio can be analyzed by asset, account, or exchange, with valuations reflecting their USD Fair Market Value, even if you encounter discrepancies across 30 different exchanges. Gather, examine, and oversee your data to ensure that your balances and, more crucially, your tax obligations are accurately managed. Additionally, you can add multiple users, controlling their access, permissions, and capabilities on an individual basis. Sub-accounts can be created within Lukka to facilitate the management of separate entities, business lines, or client information. Furthermore, the platform includes features designed to streamline and automate business processes related to cryptocurrency assets, enhancing efficiency across your operations. This comprehensive approach allows for a more organized handling of your digital assets, ensuring that all aspects of your financial management are covered.
API Access
Has API
API Access
Has API
Integrations
Binance
Coinbase
Gemini
HitBTC
Kraken
KuCoin
Poloniex
Bitstamp
AWS Marketplace
AliExpress
Integrations
Binance
Coinbase
Gemini
HitBTC
Kraken
KuCoin
Poloniex
Bitstamp
AWS Marketplace
AliExpress
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
Lukka
Founded
2014
Country
United States
Website
essentials.lukka.tech/
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