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Kubera
783 posts

Kubera
@KuberaApp
The Balance Sheet HNIs live by
Palo Alto Katılım Şubat 2020
4 Takip Edilen2.6K Takipçiler

Concentrated Stock Position: An Expert Guide to Reducing Risk Without Creating a Bigger Tax Problem kubera.com/blog/concentra…
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You can now connect Kubera to the Claude desktop app (and Gemini CLI). It’s a little technical, but early adopters usually enjoy that sort of thing.
Step 1: Go to app.kubera.com (on desktop) > Settings > API > Create New API Key / MCP Token
Step 2: Configure Claude desktop app using the instructions > help.kubera.com/article/167-ku…
If you like tinkering, give it a try.
If not, you can simply wait for the Kubera Connector to appear inside Claude’s web app once it’s approved. Just a heads-up, though, we don't have an exact date for when that approval will come through.
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Liquidity Event: A Complete Guide for Wealth Management and Financial Planning kubera.com/blog/liquidity…
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QSBS (Qualified Small Business Stock): A High-Net-Worth Guide to Tax-Free Wealth Building kubera.com/blog/qsbs
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Update: Fidelity found that they had a DB issue that caused some of the holdings to not be returned. They stated it is corrected and everything is back to normal.
Kubera@KuberaApp
We’re aware of an issue causing some Fidelity accounts to show missing holdings. We’ve reported this to Fidelity and are awaiting a fix. Please don’t make any changes to your accounts in the meantime.
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Advanced Stock Options Tax Strategies for High-Net-Worth Executives and Founders kubera.com/blog/stock-opt…
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Understanding Deferred Compensation for High-Net-Worth Executives kubera.com/blog/deferred-…
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Kubera users are building AI agents that manage their wealth while they sleep.
Portfolio summaries. Concentration alerts. Rebalancing nudges. All from a single question. This is what @openclaw skills + real-time net worth data unlock. 🦞✨
You're either building on this stack or watching from the sidelines. 👇
brett@BYWallace
🦞 just published the first @KuberaApp openclaw skill! couple of example outputs but lots of possibilities
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New: Enter the vehicle type, make, model, trim and year. Get a valuation. Keep it updated automatically in Kubera. help.kubera.com/article/165-ai…

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New: Describe your property. Get a valuation. Keep it updated automatically in Kubera.
e.g. “1,000 sq ft apartment in Downtown Dubai” help.kubera.com/article/165-ai…

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@SowingAlphaSeed @TiehackCapital @Wealthfront Must be a currency glitch (ILS/ILA). Please report with details to hello at kubera dot com and we'll get it corrected.
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