Pros: very solid account linking. Clean interface. Easy to use.
Cons: forecasting functionality is pretty confusing. Some annoying and unexpected limitations (such as inability to manually reclassify certain assets). Missing a “drill down from asset class to asset to where a security is held” - you have to jump around reports to do that. No transaction history of explanation of “why” numbers are moving around (eg no ability to monitor fees).
6 months ago
Kubera has a
4.8
average rating
from
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