Cubis

You’re all in one investment portfolio manager. Track your total net worth and investment performance.

[Cubis @CubisHQ]

Track your investments and investment performance better. We will release Cubis 2.0 in two weeks. Reach out if you would like a demo.

[Cubis @CubisHQ]

When markets shift fast, your ability to respond depends on how clearly you see your portfolio. Real-time visibility turns uncertainty into informed action.

[Cubis @CubisHQ]

Markets are messy right now. If you don’t know exactly what you own, what it’s worth, or how it’s performing—you’re flying blind. Visibility is everything.

[Mr Family Office @MrFamilyOffice]

→ the typical cost to run a family office
→ the typical size of family office teams

JP Morgan Family Office Report

[Cubis @CubisHQ]

Want to love managing your investments? Request a demo of Cubis to simplify your portfolio management.

[Cubis @CubisHQ]

Since 1926, just 3.4% of stocks have accounted for all the net wealth created in the U.S. stock market https://t.co/E4Q4aQjLNZ

[Invest In Assets 📈 @InvestInAssets]

Li Lu's Columbia Business lecture in 2006:

[Matt Allen @investmattallen]

One of the BEST investing videos ever

Jim Simons was an incredible investor:

[Cubis @CubisHQ]

Asset allocations (for supervised assets) (from JP Morgan June 2024)

[Cubis @CubisHQ]

Vanguard aims to bring low cost investing to private assets.

https://t.co/GmSuPh2r1D

[Cubis @CubisHQ]

Cocktail party finance chat (via @marcruby)

[Cubis @CubisHQ]

@MrFamilyOffice Strong correlation between use of excel as investment tracking platform vulnerability to cyber security attacks (25% of families had a cyber security issue in 2023).

[Cubis @CubisHQ]

Worth reading by the CEO of Australia’s Future Fund https://t.co/ClkNVYhFFZ

[Cubis @CubisHQ]

No matter how you make your money, get a single view of your net worth with Cubis (https://t.co/ObdDxToJFd)

[Alex Hormozi @AlexHormozi]

The majority of millionaires are made in real estate.

The majority of billionaires are made in private equities.

Real estate is the sure thing.
Business is the big thing.

[Cubis @CubisHQ]

Great overview on valuation approaches is worth watching. Then more detail is you want to get stuck in: https://t.co/iQM9lgFHo0

[Matt Allen @investmattallen]

Aswath Damodaran with an INCREDIBLE video on valuing stocks

This is a pure investing masterclass:

[Jon Erlichman @JonErlichman]

“Ask yourself who you’d want to spend the last day of your life with and then meet with them as often as you can.”

~ Warren Buffett

[Cubis @CubisHQ]

Enjoying my Suno song https://t.co/jQOfXCO0g4

[Cubis @CubisHQ]

Source: Frank Knight Wealth Report 2023 https://t.co/MLrirZGYTg

[Cubis @CubisHQ]

Ultra high net worth individuals (over $30M net worth) allocating 26% of their investable assets to equities. How do you compare?

[Cubis @CubisHQ]

Met with a leading family office client yesterday:

Before Cubis: 24 hours to prepare for the board meeting, with the time spent on preparing the performance report.

With Cubis: 4 hours to prepare for their board meeting, with the time spent on interpreting the report.