Kubera

Query and update portfolio data via the Kubera API.

Setup

Set environment variables:

export KUBERA_API_KEY="your-api-key"
export KUBERA_SECRET="your-api-secret"

Generate keys at Kubera Settings > API. Read-only is recommended unless updates are needed.

Usage

Run scripts/kubera.py with a subcommand:

# List portfolios
python3 scripts/kubera.py portfolios

# Net worth summary with allocation + top holdings
python3 scripts/kubera.py summary

# Full portfolio JSON (for detailed analysis)
python3 scripts/kubera.py json

# List assets, optionally filter by sheet or sort
python3 scripts/kubera.py assets --sheet Crypto --sort value

# Search assets by name/ticker/account
python3 scripts/kubera.py search "shopify"

# Update an asset (requires write permission + --confirm flag)
python3 scripts/kubera.py update <ITEM_ID> --value 5000 --confirm

Use --json on summary, assets, search, or portfolios for machine-readable output. Use json subcommand for the complete raw API response.

For multi-portfolio accounts, pass --portfolio <ID>. Single-portfolio accounts auto-select.

Rate Limits

• 30 req/min, 100/day (Essentials) or 1,000/day (Black)
• Cache json output when running multiple queries in a session

API Details

See references/api.md for authentication, endpoints, and object schemas.