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Cubis

@CubisHQ

You’re all in one investment portfolio manager. Track your total net worth and investment performance.

Australia Katılım Ocak 2022
5 Takip Edilen2 Takipçiler
Cubis
Cubis@CubisHQ·
When markets shift fast, your ability to respond depends on how clearly you see your portfolio. Real-time visibility turns uncertainty into informed action.
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Cubis
Cubis@CubisHQ·
Markets are messy right now. If you don’t know exactly what you own, what it’s worth, or how it’s performing—you’re flying blind. Visibility is everything.
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Mr Family Office
Mr Family Office@MrFamilyOffice·
→ the typical cost to run a family office → the typical size of family office teams JP Morgan Family Office Report
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Cubis
Cubis@CubisHQ·
Want to love managing your investments? Request a demo of Cubis to simplify your portfolio management.
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Invest In Assets 📈
Invest In Assets 📈@InvestInAssets·
Li Lu's Columbia Business lecture in 2006:
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Matt Allen
Matt Allen@investmattallen·
One of the BEST investing videos ever Jim Simons was an incredible investor:
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Cubis
Cubis@CubisHQ·
Asset allocations (for supervised assets) (from JP Morgan June 2024)
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Cubis
Cubis@CubisHQ·
Cocktail party finance chat (via @marcruby)
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Cubis
Cubis@CubisHQ·
@MrFamilyOffice Strong correlation between use of excel as investment tracking platform vulnerability to cyber security attacks (25% of families had a cyber security issue in 2023).
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Jon Erlichman
Jon Erlichman@JonErlichman·
“Ask yourself who you’d want to spend the last day of your life with and then meet with them as often as you can.” ~ Warren Buffett
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Cubis
Cubis@CubisHQ·
Ultra high net worth individuals (over $30M net worth) allocating 26% of their investable assets to equities. How do you compare?
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Cubis
Cubis@CubisHQ·
Met with a leading family office client yesterday: Before Cubis: 24 hours to prepare for the board meeting, with the time spent on preparing the performance report. With Cubis: 4 hours to prepare for their board meeting, with the time spent on interpreting the report.
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Cubis
Cubis@CubisHQ·
Cubis.io is making tracking your investments easier than using excel for individuals and family offices.
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