Kubera is the world's most modern portfolio tracker. Track almost any asset class (traditional & crypto) in one place with Swiss bank privacy & security.
“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.”
“Kubera has given me peace of mind that my finances are in some sort of order. If something happens to me, there is a protocol that will give my loved ones access to my account information. I know I could do something on my own here but my finances are complicated and changing and Kubera just simplifies everything into one place.”
“Great product, most comprehensive portfolio manager, only for which I've found trad assets + crypto tokens + NFTs close to properly priced. Would love to see them double down on crypto tracking providing additional visibility, categorization, analytics, and whatnot for crypto assets.”
“The best net worth tracker I have used. The traditional budget apps do not help with high net worth or high income earners the way this does. It allows you to track business valuation, properties, investments, cash and debt all in a very intuitive, attractive way. It is so intuitive it strips out cash and money market type holdings from investment accounts to give you a “cash on hand” metric. Recommended to anyone!!!!”
“Kubera is a great service/app for monitoring your net worth, tracking performance and creating scenarios to help understand your future outcomes. Easy to use and frequent additional featues. When I did have a question I had a easily arranged callback with a member of the team to fix the issue. No hesitations in recommending if you looking for an app to track your wealth.”
“I'm really enjoying the Kubera experience. The thoughtful design lets me document angel investments and keep them where I can share them with our financial advisors and family members so they can see everything in one place if needed.”
“The killer feature is the reliable connectivity and ability to switch connectors for institutions when a connector becomes flakey. It's the only service that has been able to give me a complete picture of my net worth. Customer support has also been exceptional. Whenever I've encountered a usability issue or question, support was incredibly responsive and resolved my issues in a timely manner. I'm excited to see how the service evolves in the future.”
“Kubera helped me track my finances across banks, stocks, mutual funds, and bonds globally, bringing everything together like never before. The subscription cost was worth it—I saved more by making sure my money wasn’t sitting idle!”
“The thing that sets apart your product from others is the ability to get stocks and crypto / defi all in one platform. I do wish that you had budgeting features. The lack of this causes me to have an additional app.”
“Kubera got me out of a spreadsheet and into the modern age when it comes to our increasingly complex balance sheet. I've researched and used several services, but none compare to the straightforward approach that Kubera takes.”
“I’ve used multiple net worth tracker apps in the past and Kubera is the best one so far. I like the simple UI, that I don’t have issues with account syncing, and the dead man’s switch feature. Although I wish they allowed adding more than one beneficiaries, which would be a game changer. I also like the fact that they don’t sell users data. I would rather pay a premium to keep my data safe.”
“So much better than all the other tools out there! Actually useful as a single source of truth for both what we have at the moment and what we will have in the future based on different scenarios. Highly recommend!”
“Kubera has helped me tremendously in my portfolio. The ability to setup different streams into the portfolio, estate paperwork, and have call out resources is incredible. Thanks for a great resource. Tammy”
“We love Kubera so far. Everyting integrates seamlessly and we can login any time for a real-time snap shot of all of our accounts, all in one place. They also have great features that allow you to look forward for future planning purposes. We would highly recomment Kubera if you are looking for a tool to keep track of multiple accounts, investments and assets in one place.”
“Not only has this app been very helpful for understanding the entire financial picture. It’s also really fun to understand exactly future growth or loss as well as I must say that the customer service team has been terrific in regards to their ability to handle situations in a very timely manner and even make product improvements via that feedback in the couple of months that I’ve used the app really nice stuff definitely five stars”
“Kubera is a neat "snapshot" tool and their service has been excellent when I needed to contact them. While I do not yet see it as an essential part of my portfolio management, it serves a useful function to occasionally monitor net worth. It could be improved greatly with an upgrade to its mobile app functionality.”
