How do I add private investments?

You have to manually add and track your private Investments in Kubera.

This is how you do it...

Step 1: Add New > Insert a row > enter the investment name and its current value.

If you don't know the current value of your investment, enter the total money you have invested into this asset. You may also enter the value as 0 if you don't want this asset to reflect in your net worth chart.

Step 2: Go to the asset details screen (Click on the 4 lines icon on the right side of the row) > Returns tab > enter the Cash Flow. 

Enter the money you invested in this asset as Cash IN. If you have had multiple capital calls, please enter them separately along with their dates.

Step 3: Go to the Assorted tab > Enter the total Committed Capital, which will show the Unfunded Commitment based on the Cash INs.

Still need help? Contact Us Contact Us