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Submitted URL: http://cubis.io/
Effective URL: https://www.cubis.io/
Submission: On September 07 via manual from IN
Effective URL: https://www.cubis.io/
Submission: On September 07 via manual from IN
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* Home * Getting Started * Features * FAQ * Testimonial YOUR ALL IN ONE INVESTMENT PORTFOLIO MANAGER Track all your public and private investments, equity, debt and other securities, all with full accounting integration to your Xero financial records. Get Started Getting Started THREE SIMPLE STEPS TO GET STARTED Step 1 SIGN UP AS AN ORGANISATION Create an account on Cubis as a with your organisation name. Step 2 CONNECT WITH XERO Connect to your Xero account and map your Xero charted accounts with Cubis. Step 3 START CREATING YOUR PORTFOLIO Add the companies you have invested in and the related securities and transactions. Powerful Insights POWERFUL DASHBOARD AND REPORTS Keep track of how your investments are doing without spending unnecessary time on it. Cubis provides a powerful dashboard and a set of insightful reports to make your life easier. * Snapshot of your investment portfolio highlighting the performance compared to last year realised and unrealised gains, due convertible, and due interest payments * Unrealised gains report * Realised gains report * Tax reports (franking) * Dividend, Interest, Distribution and Fees * Contingent commitments report * Forward looking cashflow report PRODUCT FEATURES DASHBOARD Easily keep track of how your investments are performing COMPANY PROFILE Easy and quick access to company information such as realised and unrealised gains, price, cash invested, holding value etc. SECURITIES AND TRANSACTIONS Maintain your securities for a company along with related transactions and specific documents all in one palace. COMMENTS Maintain a history of comments with regard to security or transaction with your colleagues. ACTIVITY Track the activity by other users in the system USER PROFILE LIST OF COMPANIES COMPANY PROFILE TRANSACTIONS Frequently Asked Questions WANT TO ASK SOMETHING FROM US? CAN I TRADE DIRECTLY FROM CUBIS? No. CAN I PRODUCE A BALANCE SHEET? Yes, from your linked Xero accounts. You can produce many investment-specific reports (for example an unrealised gain report) directly from Cubis, and financial reports like Balance Sheet and Income Statement from Xero. HOW OFTEN ARE MY ACCOUNTING RECORDS UPDATED? You can set the frequency, can be as often as daily if you wish. DO I NEED AN ACCOUNTING SYSTEM yes, you can start a Xero account for free at https://www.xero.com/signup/ ARE THERE LIMITS ON THE NUMBER OF SECURITIES OR TRANSACTIONS? No. ARE PRICES FOR PUBLIC COMPANIES UPDATED AUTOMATICALLY? Yes, daily. CAN I ACCESS EXCHANGE RATES RELEVANT TO MY TRANSACTIONS? Yes, rates are available for any transaction day, and can be overridden with a quoted rate. STILL NEED HELP? Click on the blue round button at the bottom right corner of this page. You can also email our support team at support@cubis.com. Contact With Us READY TO TRY THE PRODUCT FOR FREE? Track all your public and investments, easy follow up on convertibles and due interest payments, manage your transactions, and have seamless integration to your Xero account. WHAT OUR CLIENTS SAY "Impressed with master class support of the team and really look forward for the future.Really, really well made! Love that each component is handmade and customised. Great Work!" TOMMY REAVES @tommyres CEO FOUNDER "Impressed with master class support of the team and really look forward for the future.Really, really well made! Love that each component is handmade and customised. Great Work!" TOMMY REAVES @tommyres CEO FOUNDER "Impressed with master class support of the team and really look forward for the future.Really, really well made! Love that each component is handmade and customised. Great Work!" TOMMY REAVES @tommyres CEO FOUNDER "Impressed with master class support of the team and really look forward for the future.Really, really well made! Love that each component is handmade and customised. Great Work!" TOMMY REAVES @tommyres CEO FOUNDER FILL OUT THE FORM Full name Username Email address Password By clicking on the Sign Up button, you agree to Cubis. terms and conditions of use. Try It Free Cubis is your all in one investment portfolio manager. Level 1, Unit 9 / 677 Springvale Road, Mulgrave VIC 3170 Call us: +61 3 9016 8509 SOCIAL Blog Facebook Twitter Instagram COMPANY About Affiliates Careers Legal & Privacy SUBSCRIBE Subscribe to get the latest news form us © 2021 Cubis All Right Reseved Welcome back again, Please sign in Email / Username Password Forgot Passowrd? Sign in Create new account trigger 1 start 1 end 1 trigger start 1 - add a class end 1 - add a class start 1 - add a class end 1 - add a class