Kubera

Ask questions about your Kubera portfolio. Connect your Kubera account to access your live balance sheet data, including net worth, assets, liabilities, and allocation. The assistant uses this data to answer questions, surface patterns, and explain what’s in your portfolio. Example questions: - What is my current net worth? - What stands out in my balance sheet? - Where am I overly concentrated? - Summarize my assets, liabilities, and entities - What questions should I ask my advisor? - Update my Tesla shares to 100 units Kubera is the Balance Sheet for those who manage their own wealth. https://www.kubera.com/

View in the ChatGPT registry

Integration type: Plugin
Verification status: Not applicable
Platform: ChatGPT
Category: Finance
Primary Subcategory: Wealth & Portfolio Tracking Dashboards
Secondary Subcategories: None listed
Brand: Kubera
Access: Account required
First tracked: 2026-06-12
Tool count: 12
Geography: US

ChatGPT Plugin Discoverability Score

ChatGPT organic discovery is not live yet

Kubera is tracked in the ChatGPT Plugin registry. Public organic-discovery measurement is not live for ChatGPT yet, so there is no score to publish today.

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Primary Subcategory

Competing in ChatGPT Wealth & Portfolio Tracking Dashboards

View Category

Listed in alphabetical order

Primary Subcategory

FindashOrganic discovery is pendingGet the score at launch

HealthMoneyOrganic discovery is pendingGet the score at launch

IBIOrganic discovery is pendingGet the score at launch

KuberaOrganic discovery is pendingGet the score at launch

ParqetOrganic discovery is pendingGet the score at launch

WealthCheck Financial PlannerOrganic discovery is pendingGet the score at launch

wlthyOrganic discovery is pendingGet the score at launch

Score explained

How the Discoverability Score works

Organic discovery scoring for Kubera on ChatGPT is not live yet. The score will use measured agent conversations when it launches.

InvisibleBuriedEmergingCompetitiveWinning

Organic discovery scoring is pending. Your Plugin score will appear on this scale when measurement goes live.

FoundDiagnostic

Whether Claude found your Plugin in connector search. It must be Found before it can reach the picker, but the score counts picker appearances—not search results.

PickedMain score

How often your Plugin appeared in the picker, or Claude invoked it directly, across contested conversations. This percentage is the Discoverability Score; the headline number is rounded.

PositionedDiagnostic

What position your Plugin appeared in when it was shown in the picker. This shows prominence, but it does not affect the score.

Read the full scoring methodology Recommended guideHow to get your Claude Connector organically discoveredFollow the practical steps agents use to find, shortlist, and choose your Connector.

Tools

12 tools agents can invoke

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.
create_or_update_cash_flow
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_cash_flow
Returns the user's default portfolio data optimized for LLM consumption as Markdown. Also returns an 'otherPortfolios' array listing the user's remaining portfolios (each with id, n=name, t=currency), so the full set of portfolios is available here. For a complete, explicit list of all portfolios with the default flagged, use list_portfolios.
get_default_portfolio
Returns a specific portfolio's data by ID as Markdown, optimized for LLM consumption. Use kubera_default_portfolio first to see available portfolios.
get_portfolio
Returns a specific portfolio's CAGR by ID, optimized for LLM consumption. Use kubera_default_portfolio first to see available portfolios.
get_portfolio_cagr
Returns a specific portfolio's history by ID, optimized for LLM consumption. Use kubera_default_portfolio first to see available portfolios.
get_portfolio_history
Returns the user's profile data optimized for LLM consumption.
get_profile
Returns the current server status and time.
get_server_status
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.
get_top_movers
Returns the full list of the user's portfolios with id, name, currency and which one is the default. Use this to discover all portfolios before fetching a specific one with get_portfolio.
list_portfolios
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.
set_default_portfolio
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.
update_portfolio_item

Kubera FAQ

How do I improve a ChatGPT Plugin's discoverability?

The levers are the listing surface agents actually read: names, descriptions, keywords, tool metadata, and registry health. Which lever matters depends on where discovery breaks, which is what continuous measurement shows.

What are Kubera alternatives on ChatGPT?

As of 2026-08-14, Kubera competes with Findash, HealthMoney, IBI, Parqet, WealthCheck Financial Planner, wlthy in ChatGPT Wealth & Portfolio Tracking Dashboards, ranked by public Discoverability Score.

Where is this profile measured?

This profile uses the geography attached to the latest public registry snapshot: US. Locale tags are intentionally omitted.