William L
They have been pretty good so far.... the best thing is of all of the other services this one does the best with linking the most of my different accounts.... not all yet but better than others. Doesn't really track transactions like quicken or something, just account values. Th IRR is okay but I don't just want the %IRR I want it annualized to be able to compare across other investments. I haven't delved into the assumptions but the fast forward feature is neat to be able to project where you might be at retirement.
4 months ago
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Kubera has a 4.7 average rating from 757 reviews

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