Kubera x Claude (Coming Soon)

An AI copilot for your Kubera portfolio inside Claude.

Ask questions about your net worth, assets, allocation, and performance using your live Kubera data.

Get clear summaries and AI-powered insights to help you understand trends, surface notable changes, and explore what’s driving your financial picture.

Features

Portfolio Overview

Access your current portfolio data including net worth, assets, debts, investable assets, cash on hand, CAGR and current asset class allocation.

Top Movers

See which assets have changed the most over 1 day, 1 month, 1 year, and YTD.

Trends

Explore your net worth history over time to understand how your wealth has evolved.

Analysis

Receive AI-generated insights based on your portfolio data, including high-level analysis (e.g. strengths and weaknesses), opinions, and a personalized news feed.

Setup Instructions

  • Go to Claude.ai
  • Go to Settings > Connectors > Browse Connectors (Only available for paid plans)
  • Search for Kubera and click on the ‘+’ icon to connect.
  • Authenticate your Kubera account.
  • Start chatting

Example Questions

These are some of the questions you can ask Claude to start your chat

  • What is my current net worth?
  • Top 5 assets changed the most in value today?
  • How has my portfolio evolved since I started tracking it?
  • What are the strengths and weaknesses of my portfolio?

Tools Summary

Tool name Description
get_default_portfolio 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 Returns a specific portfolio's data by ID, optimized for LLM consumption. Use get_default_portfolio first to see available portfolios.
get_portfolio_cagr Returns a specific portfolio's CAGR by ID, optimized for LLM consumption. Use get_default_portfolio first to see available portfolios.
get_portfolio_history Returns a specific portfolio's history by ID, optimized for LLM consumption. Use get_default_portfolio first to see available portfolios.
get_top_movers Returns a specific portfolio's change report data (top 10 movers — change in last 1 day or last 1 month) by ID, optimized for LLM consumption.
get_profile Returns the user's profile data optimized for LLM consumption.
set_default_portfolio Sets a specific portfolio as the user's default portfolio. The default portfolio is returned by get_default_portfolio.
update_portfolio_item

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.
get_server_status Show Server Status

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