I have tried a bunch of other personal net-worth managers and stopped after finding Kubera. The app has all the features you need, and the user-interface is just-right for people like me that are used to using spreadsheets, but want more automation and features built-in. The team has been very responsive as well. I manage some family trusts, but also am a beneficiary. I needed to be able to only include the percentage of those trusts that are mine in my overall net-worth calculations. The team added that feature very quickly, and now it's available to everyone. Great app, great service, very much worth the price.