Finance

Kubera

by Kubera Apps, Inc.

Overview

Ask questions about your Kubera portfolio. Connect your Kubera account to ask questions about your net worth, assets, liabilities, and portfolio allocation using your live Kubera data. The assistant can retrieve information from your Kubera balance sheet and respond with summaries or explanations of your holdings. Example questions: • What is my current net worth? • What are my largest assets? • How much of my portfolio is in crypto? • What liabilities do I have recorded? Kubera is a personal balance sheet for tracking your wealth in one place. https://www.kubera.com/

Tools

create_or_update_cash_flow

ChatGPT

Creates a new cash flow record or updates an existing one for a specific asset or debt. If a record already exists for the same date, it will be updated. IMPORTANT: Always confirm with the user before calling this tool. Show them what will be changed and ask for explicit approval.

get_cash_flow

ChatGPT

Returns cash flow records (cash in/out entries) for a specific asset or debt. Use get_default_portfolio first to identify assets or debts with an id field.

get_default_portfolio

ChatGPT

Returns the user's default portfolio data optimized for LLM consumption, including net worth, assets, debts, and allocation breakdown. Supports pagination via cursor parameter.

get_portfolio

ChatGPT

Returns a specific portfolio's data by ID, optimized for LLM consumption. Use kubera_default_portfolio first to see available portfolios.

get_portfolio_cagr

ChatGPT

Returns a specific portfolio's CAGR by ID, optimized for LLM consumption. Use kubera_default_portfolio first to see available portfolios.

get_portfolio_history

ChatGPT

Returns a specific portfolio's history by ID, optimized for LLM consumption. Use kubera_default_portfolio first to see available portfolios.

get_profile

ChatGPT

Returns the user's profile data optimized for LLM consumption.

get_server_status

ChatGPT

Returns the current server status and time.

get_top_movers

ChatGPT

Returns a specific portfolio's change report data (top 10 movers - change in last 1 day or last 1 of month) by ID, optimized for LLM consumption.

set_default_portfolio

ChatGPT

Sets a specific portfolio as the user's default portfolio. The default portfolio is returned by get_default_portfolio. Use get_default_portfolio first to see available portfolios and their IDs.IMPORTANT: Always confirm with the user before calling this tool. Show them what will be changed and ask for explicit approval.

update_portfolio_item

ChatGPT

Update a specific portfolio item (asset/debt). Updates portfolio item fields (name, description, value, cost)IMPORTANT: Always confirm with the user before calling this tool. Show them what will be changed and ask for explicit approval.

Example Prompts

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Links

Documentation ↗Privacy Policy ↗

App Stats

Tools

Prompts

Apr 29, 2026

First seen

ChatGPT

Platforms