Cubis Blog
Insights for Serious Investors
Deep dives on family office management, portfolio analytics, private markets, and the future of wealth technology.
Tracking individual portfolios and using the consolidated view
Cubis now enables you to track and report on your assets performance at both an individual portfolio level as well enabling you to consolidate two or more of your individual portfolios.
Cubis Team
January 26, 2024
More Articles
The Hidden Gems: Investing in and Tracking Private Investments
In the universe of investment opportunities, private investments often stand out as the less explored, yet potentially rewarding, stars.
Cubis Team
October 25, 2023
10 risks of not tracking your investment performance
When investors do not track their performance, a variety of issues can arise, potentially undermining their financial goals and overall investment strategy.
Cubis Team
October 12, 2023
Cost Base Per Share
In the world of investing, keeping track of your gains and losses is crucial. Not only does this allow you to evaluate your investment strategy's effectiveness, but it also has significant tax implications.
Cubis Team
August 1, 2023
Evaluating Your Investment Performance: The Crucial Role of Benchmarks
In the world of investing, assessing the performance of your portfolio is a crucial aspect of strategic management — and that's where benchmarks come in.
Cubis Team
July 1, 2023
Why Cubis Investment Tracking Software Outshines Excel in Managing Your Investments
Cubis offers significant advantages over Excel, making it the perfect choice for managing your private and publicly listed investments.
Cubis Team
June 1, 2023