Kubera: Portfolio Management and Future Net Worth Projections

Kubera empowers users to model future net worth by adjusting portfolio rules and comparing multiple scenarios.

### Visualize and Model Your Net Worth with Kubera
* 📊 Kubera allows users to modify variables and view how these changes **impact their financial scenarios**, facilitating **multiple comparisons**.
* 📈 Users can visualize these scenarios through charts that illustrate **changes over time**, providing a **clear future outlook**.
* 🔍 Each chart includes clickable elements that reveal the **calculations behind the displayed numbers**, enhancing **transparency**.
* 💵 The platform enables users to assess their net worth by selecting options like "**Network plus cache**," which highlights the **proportion of cash** within their assets.
* 📅 Kubera offers a recap feature that **tracks portfolio changes over time** and a fast-forward option to **model future situations and their effects on net worth**.
* 📝 Predefined template rules are included, projecting **net worth over various timeframes**, such as **one month to twenty years**, which can be customized by the user.
* 🔧 Users can tweak these rules easily, allowing for **personalized growth rates and asset value changes**, with clear examples provided for guidance.
* 🏗 The rules are categorized into four groups—**affecting assets, debts, income, and expenses**—making it straightforward to **build tailored financial scenarios**.

12 Fast Forward - Planning & Scenario Modeling to project future Net Worth in Kubera

Kubera

Kubera provides a recap of your portfolio's past changes and allows you to model future scenarios to project your net worth.

The platform offers template rules for various timeframes, from one month to twenty years, and allows users to tweak these rules for personalized projections.

Users can easily add notes and make adjustments to the rules, with real-time recalculations of the projected net worth.

The value of assets can be changed by a specific percentage per year, with options to customize the growth rate.

Rules are grouped into four categories: assets, debts, income, and expenses.

To add a rule, simply click on ADD, select the relevant asset, and set the desired growth rate.

The tool allows users to change variables and compare multiple financial scenarios.

A chart visualizes the changes over time, with clickable points for detailed calculations.

Users can also view the impact of cash on their net worth and analyze cash flow for each scenario.