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Using Kubera

  • How do I add private investments?
  • How do I add a history of values to the asset?
  • How do I change the Portfolio Start date?
  • How can I set a target allocation for my portfolio and rebalance?
  • How do I link a mortgage to my home
  • How do I enter the transactions for my investments?
  • Connected accounts with 2FA are not auto updating?
  • I don't see accounts other than the Checking Account for my European Banks. Why?
  • How do I connect my Webull account to Kubera?
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