A professional-grade tool to query and manage Kubera portfolio data, including net worth, asset allocation, and holdings.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install kubera-skill
2. Manual Installation
Copy the skill folder to one of these locations
~/.openclaw/skills/ <project>/skills/ Priority: Workspace > Local > Bundled
3. Prompt Installation
Copy this prompt to OpenClaw to install it automatically.
Help me install kubera-skill using Clawhub. If Clawhub is not installed, install it first (npm i -g clawhub).
Prefer to download?
Get the raw skill files in a ZIP archive.
What is Kubera Portfolio Manager?
The Kubera skill is designed to bridge the gap between your financial dashboard and automated workflows. By leveraging the official Kubera API, this Openclaw Skills addition enables AI agents and developers to programmatically access net worth summaries, track asset performance, and monitor debts. Whether you are building a personal finance bot or an automated wealth reporting tool, this skill provides the necessary interface to interact with your global financial picture.
This integration is particularly valuable for users who need to consolidate data from multiple portfolios or perform complex analysis on their holdings. It transforms raw financial data into actionable insights, supporting both read-only queries and write-enabled updates for manual asset tracking.
Kubera Portfolio Manager Use Cases
- Generate real-time net worth reports for AI-driven financial coaching.
- Automate the update of manual asset values like private equity or real estate.
- Analyze asset allocation across multiple portfolios for rebalancing.
- Search and filter specific holdings by ticker or account name for quick reference.
- Export full portfolio data to JSON for custom data visualization or spreadsheets.
How Kubera Portfolio Manager Works
- The skill initializes a secure connection to the Kubera API using your unique API Key and Secret.
- When a command is issued, the script sends a request to the appropriate Kubera endpoint to fetch portfolio or asset data.
- The raw API response is processed and formatted according to the user's preference, such as a summary table or a raw JSON object.
- For modification tasks, the script validates the update parameters before sending a write request to the API to adjust asset values.
Kubera Portfolio Manager Setup
To get started with this skill, you need to generate API credentials from your Kubera account under Settings > API. Once you have them, configure your environment variables as follows:
export KUBERA_API_KEY="your-api-key"
export KUBERA_SECRET="your-api-secret"
After setting up the environment, you can run the skill using Python 3 to query your financial data immediately.
Kubera Portfolio Manager Data Schema & Taxonomy
| Component | Description |
|---|---|
| Portfolios | Metadata for all portfolios associated with the account. |
| Assets | Detailed list of holdings including name, ticker, and current value. |
| Net Worth | The calculated total value of assets minus liabilities. |
| Sheets | Categorization labels used to group assets within Kubera. |
| Holdings | Specific investment details, particularly for stocks and crypto. |
Kubera Portfolio Manager Advanced Features
- Multi-portfolio support allowing for targeted queries via portfolio IDs.
- Machine-readable JSON output for seamless integration with other Openclaw Skills and data tools.
- Advanced asset filtering by sheet name and sorting by market value.
- Secure update mechanism with confirmation flags to prevent accidental data changes.
- Support for different API tiers including Kubera Essentials and Kubera Black limits.
SKILL.md
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