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Kubera Reviews

4.8 Rating 1,100 Reviews
97 %
of reviewers recommend Kubera
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The Balance Sheet HNIs live by.

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Anonymous
Anonymous  // 01/01/2019
Fantastic personal balance sheet software! I am at the point where I don't really want/need a *budgeting* software, but I do want to keep track of my "personal balance sheet"/net worth in one convenient place. Kubera is awesome for this. 10/10 highly recommend.
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Kubera is an outstanding asset management app that lets you track all your investments—stocks, crypto, real estate, bonds, and more. The support is super helpful and often responds to and resolves my feedback on the same day.
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Fantastic dashboard of all my accounts. I love the recap and fast forward features to create financial scenarios. Absolutely worth every penny.
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I’ve been using Kubera primarily for wealth tracking, and overall, I’m really happy with it. What I like most is how clean and simple the interface is — it gives me a clear snapshot of my entire net worth without clutter or distractions. It’s not built for budgeting or daily expense tracking, which is fine by me since I use it purely to monitor the bigger financial picture. It’s a paid service, but for me, the value it provides in giving a consolidated, up-to-date view of my finances makes it worth it.
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Excellent platform, it’s the only one that actually handles all of my needs (especially DeFi and manual granular support of unsupported accounts via Plaid / MX)
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This is a great app that provides up-to-date information at any time and allows us to track our entire investment and total worth in real time.
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ChatGPT integration is awesome and I didn't even know Kubera offered that when I signed up. Clean interface. My work 401k isn't fully vested but with Kubera I was able to enter the shares actually owned to get an accurate representation of the assets I actually own. Love the crypto integration.
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By far the best way to track net worth.
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Perfect app to manage my funds... all assets, crypto, exchanges... very usefull !
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Kubera is better than paying thousands for family office services. Great product.
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Just getting started with the product, but have found it to be easy to use, nice UI/UX and good customer service.
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Great planing tool. Use it all the time!
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It's a great way to track my finances.
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Works well!
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Very easy and fast to securely connect all your accounts, beautiful UI for tracking... I've been looking for a simple yet robust app for wealth management for awhile now and Kubera hit it out of the park!
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Kubera has been a game changer for me. I’ve lived in 3 countries and have bank accounts, investments, retirement accounts, and property in multiple locations and currencies. Kubera is the first time I’ve EVER been able to see my full financial picture in one place. It handles the currency exchange effortlessly and even has Open Banking connections to many of my accounts. You can also simulate future scenarios to plan for retirement. Kubera is unique in the market and I couldn’t live without it.
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I've been searching for years for the perfect personal finance management app, and I can confidently say I've finally found it with Kubera after trying every PFM tool out there from Mint to Copilot to Monarch to Rocket Money to Origin and everything in between. This isn't just another budgeting tool; it's an incredibly powerful and elegant net worth tracker, cash flow evaluator, and net worth forecast tool. In my opinion, it's truly the best ever built. What sets Kubera apart is the sheer breadth of its capabilities and the seamless way it brings all your financial data together. The wealth of built-in connections is phenomenal, covering everything from bank accounts and brokerages to even less common assets. The flexibility to choose between connectivity providers is a huge plus, ensuring you can link virtually all your accounts reliably. And for anything that isn't covered by a direct connection, the AI import feature is a game-changer, making it surprisingly easy to bring in even the most disparate data. Beyond the impressive functionality, the design of Kubera is incredible. It's clean, minimal, and incredibly intuitive to navigate. Everything is presented in a clear and concise way, making it a pleasure to use and allowing you to quickly get a holistic view of your finances without feeling overwhelmed.
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Great tool, constantly improving.
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good it helps me to track my portfolio way more efficiently than other apps
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I’ve now got greater insight into everything across my portfolio. Customer support is also very speedy in the case where I need help with something.
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I love the forecast what if analysis tool Great daily email Dark mode is perfect
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Kubera is rated 4.8 based on 1,100 reviews