I used Mint for eons, mostly for transaction tracking and some net worth. Now I use copilot for "where does my money go on a month to month basis" but pretty much exclusively use Kubera for net worth tracking.
It's an awesome platform, simple and powerful. I like it better than Addepar, which is the 800lb gorilla in the private wealth space (Addepar is the back end for most wealth managers, including mine). I like Kubera's UI and insights better, and the ability to set up different scenarios is really powerful to help make big decisions (second home, investments, college savings, retirement, etc.). I believe it's forecasting runs monte carlos analysis if you want to go deep.
It tracks private investments well too - pre-IPO stock options, PE investments, crypto, nested portfolios (e.g. if you have a trust or estate that maintains it's own assets)
It's WELL worth the $199 a year. You get what you pay for.
3 weeks ago
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