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kubera
Kubera is a CLI Skill and API wrapper that lets agents and developers query and update Kubera.com portfolio data programmatically. Key features include listing portfolios, producing net worth summaries with asset allocation and top holdings, exporting full raw portfolio JSON for analysis, listing an
Resumen
Kubera is a CLI Skill and API wrapper that lets agents and developers query and update Kubera.com portfolio data programmatically.
Kubera is a CLI Skill and API wrapper that lets agents and developers query and update Kubera.com portfolio data programmatically. Key features include listing portfolios, producing net worth summaries with asset allocation and top holdings, exporting full raw portfolio JSON for analysis, listing and filtering assets by sheet or sort order, searching by name/ticker/account, and updating asset values (requires write permission and explicit confirmation). It supports machine-readable --json output, multi-portfolio selection, and recommends caching raw JSON to avoid rate-limit issues. Setup requires KUBERA_API_KEY and KUBERA_SECRET environment variables generated from Kubera Settings > API. Use this Skill when automating financial reporting, answering net-worth or allocation questions, integrating portfolio data into analytics pipelines, or allowing AI agents to read and responsibly update investment records.
Skill.md
Cómo funciona esta Skill
Kubera is a CLI Skill and API wrapper that lets agents and developers query and update Kubera.com portfolio data programmatically. Key features include listing portfolios, producing net worth summaries with asset allocation and top holdings, exporting full raw portfolio JSON for analysis, listing an
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
jsonoutput when running multiple queries in a session
API Details
See references/api.md for authentication, endpoints, and object schemas.
Ideal para
Cuándo usarla
Kubera is a CLI Skill and API wrapper that lets agents and developers query and update Kubera.com portfolio data programmatically. Key features include listing portfolios, producing net worth summaries with asset allocation and top holdings, exporting full raw portfolio JSON for analysis, listing an
01 · ANTES DE LA REUNIÓN
Prepara un informe de decisión
Convierte evidencia dispersa en un caso estructurado antes del comité de inversión.
02 · FLUJO DE EQUIPO
Estandariza los traspasos
Genera resultados de research consistentes entre analistas, gestores de cartera y agents.
03 · ACTUALIZACIÓN EN VIVO
Refresca la tesis
Actualiza los escenarios tras un nuevo catalizador, la publicación de un KPI o un resultado trimestral.
Notas de la comunidad
Mejora a medida que se usa.
Los comentarios aparecerán aquí a medida que esta Skill se use y se revise.
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