An investment tracking platform that provides a unified view of net worth for individuals managing their own wealth. The software aggregates data from banks, brokerages, and digital asset wallets, and supports the tracking of private stocks, real estate, and other physical assets. It includes capabilities for multi-currency management, nested portfolios for different legal entities, and real-time reporting on portfolio allocations. Users can collaborate with advisors or family members through granular access controls and use scenario planning tools for financial forecasting. The product is deployed as a web application and offers a dead man's switch for the secure delivery of portfolio details to beneficiaries.
Whether you want to cut software costs or escape vendor lock-in, these open source alternatives to Kubera give you an option you fully own. You can self-host them, so your data stays on infrastructure you control. This page lists 1 open source alternative to Kubera. The most popular is Ghostfolio. It uses the AGPL-3.0 license and ships an official Docker image.
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