
Kubera
Personal finance
Bring assets and liabilities into one net-worth overview
View net worth and investment accounts in a personal dashboard
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Full sizeEmpower Personal Dashboard provides views for account balances, spending and investments. Connect a supported account and compare its first balance and holdings against the original statement before adding the rest. The dashboard can help someone who wants to see cash and investments together and observe changes over time. Check which institutions and account types are supported and how often their records are refreshed. Review data access settings and the distinction between the dashboard and any advisory services you might be offered. Keep original statements for reconciling any inconsistent balance.
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