kubera

# Kubera

Query and update portfolio data via the [Kubera API](https://www.kubera.com).

## Setup

Set environment variables:
```bash
export KUBERA_API_KEY="your-api-key"
export KUBERA_SECRET="your-api-secret"
```

Generate keys at **Kubera Settings > API**. Read-only is recommended unless updates are needed.

## Usage

Run `scripts/kubera.py` with a subcommand:

```bash
# List portfolios
python3 scripts/kubera.py portfolios

# Net worth summary with allocation + top holdings
python3 scripts/kubera.py summary

# Full portfolio JSON (for detailed analysis)
python3 scripts/kubera.py json

# List assets, optionally filter by sheet or sort
python3 scripts/kubera.py assets --sheet Crypto --sort value

# Search assets by name/ticker/account
python3 scripts/kubera.py search "shopify"

# Update an asset (requires write permission + --confirm flag)
python3 scripts/kubera.py update <ITEM_ID> --value 5000 --confirm
```

Use `--json` on `summary`, `assets`, `search`, or `portfolios` for machine-readable output. Use `json` subcommand for the complete raw API response.

For multi-portfolio accounts, pass `--portfolio <ID>`. Single-portfolio accounts auto-select.

## Rate Limits

- 30 req/min, 100/day (Essentials) or 1,000/day (Black)
- Cache `json` output when running multiple queries in a session

## API Details

See [references/api.md](references/api.md) for authentication, endpoints, and object schemas.