kubera-skill_skill

Overview

This skill connects to Kubera.com to read and manage portfolio data including net worth, assets, debts, allocation, and holdings. It lets an AI agent or CLI run Python scripts to query summaries, export full JSON, search assets, and update asset values when write access is enabled. The skill is designed for quick inspection, machine-readable outputs, and safe updates with explicit confirmation.

How this skill works

The skill authenticates to the Kubera API using KUBERA_API_KEY and KUBERA_SECRET environment variables and exposes Python subcommands to fetch portfolio lists, net worth summaries, asset lists, and raw JSON responses. It supports filtering and sorting for assets, portfolio selection for multi-portfolio accounts, and an update command that requires write permission and an explicit --confirm flag. For automation, outputs can be returned as JSON to feed other tools or cached locally to stay within API rate limits.

When to use it

• Ask for net worth, allocation, or top holdings from your Kubera account
• Audit or export full portfolio JSON for analysis or backup
• Search for specific assets by name, ticker, or account
• Update an asset value in Kubera after reconciling an account (requires write permission)
• Integrate Kubera portfolio data into an agent workflow or CLI pipeline

Best practices

• Store KUBERA_API_KEY and KUBERA_SECRET in secure environment variables or a secrets manager
• Use read-only API keys for routine queries; enable write permission only when updates are required
• Cache the raw json output during a session to reduce API calls and avoid hitting rate limits
• Always run update commands with the --confirm flag to avoid accidental changes
• Pass --portfolio <ID> explicitly in multi-portfolio accounts to ensure the correct portfolio is targeted

Example use cases

• Generate a net worth summary and asset allocation for a weekly financial report
• Run a search to find and reconcile a specific holding by ticker across accounts
• Export the full portfolio JSON to import into a financial analysis tool or backup
• Update a single asset value after manual valuation or private asset reappraisal
• Embed Kubera summaries in an agent-driven daily briefing or financial dashboard