Kubera Help Center

Intermediate

  • How do I find the IRR of my investment in Kubera?
  • Fast Forward - See the potential future trajectory of your portfolio
  • I have assets in another currency. How do I enter them in Kubera?
  • What is Tax on Unrealized Gain?
  • AI Import: Add & Update assets & debts from documents & screenshots
  • Mark as Stale as a reminder to periodically update the asset values
  • Can I bring the holdings outside on to the assets table?
  • How do I mark the sale of an asset and close out?
  • Asset Ownership
  • How do I link a mortgage to my home to see my equity?
  • How do I correct the value of an asset for a past date?
  • How do I invite my team or family to collaborate on my Kubera account?
  • How do I permanently delete an archived asset?
  • How do I bring a new account from an existing bank connection?
  • How do I enter multiple cash flow entries for the same date?
  • What is the Recap feature?
  • AI Import for Cash Flow
  • How to convert my Google based Kubera account to a Username & Password based account?
  • How does the Inflation rule work in Fast Forward?
  • My brokerage account balance in Kubera is not correct
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