Blog

Share your stories and news with everyone.

Tracking individual portfolios and using the consolidated view

January 26, 2024

Cubis now enables you to track and report on your assets performance at both an individualportfolio level as well enabling you to consolidate two or more of your individual portfolios.

The Hidden Gems: Investing in and Tracking Private Investments

October 25, 2023

In the universe of investment opportunities, private investments often stand out as the less explored, yet potentially rewarding, stars.

10 risks of not tracking your investment performance

October 12, 2023

When investors do not track their performance, a variety of issues can arise, potentially undermining their financial goals and overall investment strategy.

Cost Base Per Share

August 1, 2023

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. One of the key metrics that helps investors determine their capital gains or losses is the "cost base per share". Let's delve deeper into what it is and how it's calculated.

Evaluating Your Investment Performance: The Crucial Role of Benchmarks

July 1, 2023

In the world of investing, assessing the performance of your portfolio is a crucial aspect of strategic management. You might be thinking, "Well, it's pretty simple. If I'm making money, I'm doing well. If I'm losing money, I'm doing badly." However, while this approach is fundamentally correct, it is not the most efficient way to gauge the effectiveness of your investment strategy. That's where the concept of "benchmarks" comes in.

Why Cubis Investment Tracking Software Outshines Excel in Managing Your Investments

June 1, 2023

Investment tracking is a crucial aspect of managing your financial portfolio. While many investors rely on Microsoft Excel to track their investments, the era of cloud-based software has ushered in a new age of seamless and efficient investment tracking. Cubis, a cutting-edge investment tracking software, offers significant advantages over Excel, making it the perfect choice for managing your private and publicly listed investments, and soon, real estate investments as well.