Kubera is fantastic. It lets me see all my assets in one place. The biggest feature, however, are the super easy to use projections. They help me plan for the future more effectively than tools I've seen from the major brokerages.
I also like how they take my mutual funds' underlying holdings into account when displaying my allocation by sector.
I think syncing could be improved (i.e. with e-trade employee stock) but they've also built it in a way where even when syncing breaks, it still tracks pretty well (based on the number of units of each stock).
4 months ago
Kubera has a
4.8
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