“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.”
“I have only had Kubera for a few months but it has been great to get updates every day on how my portfoloi is doing. I wish I knew about Kubera a long time ago.”
“I have enjoyed Kubera. I have several different brokerage accounts, private equity investments, and real estate. Kubera coordinates between all investments so I can see the big picture.”
“I love that there's a Kuber GPT feature! The ease of use makes it quick to understand your Net Worth—very good tool, highly recommended.
- Devin Pillemer”
“Kubera has honestly changed how I manage my finances. It pulls everything together stocks, ETFs, bonds, VC and real estate in one clean, reliable dashboard. Highly recommended for managing diversified portfolios.”
“Allows me to aggregate all my financials. Some of the accounts too some time to link but it’s not the fault of the app. I really like the forward and how the future may look given certain parameters.”
“Its a great platform on how it pulls together the streams of the various assets incl. multi-currency and hard assets eg gold. The ability to create various tabs to structure and organize assets eg retirement vs others makes it also easy to sort through. The dashboards allow to assess teh segmentationa nd allocations across different financial instututions which help to make more informed decisions.”
“I have used many financial programs and apps. I find Kubera to be the easiest way to total and categorize all assets held in multiple institutions and "real" assets not held at institutions.”
“So far I'm a huge fan of Kubera as a tracker for my investments. The Recap and Fast Forward tools allow me to simulate different scenarios and consider whether to adjust my goals at for different time periods. Looking forward to seeing this service grow and become even more valuable over time.”
“I've tried some portfolio trackers and Kubera stands out. It’s easy to use and connects with almost all my accounts. I like how it handles crypto and it gives me a complete view of my net worth by categories.”
“Kubera is excellent for keeping track of multiple accounts and types of investments, including alternative investments not easy to track otherwise. Reporting by categories is flexible, although I'd like a bit more control over drilling into and manually categorizing the multiple holdings in an account. It's also my focal point for managing documents for my estate and investments.”
“This program is able to give me more information than my extensive spreadsheets. I have allocation information that would need to be researched and currently not in my spreadsheets. It is all organized and easily understood by my wife. This makes things easier for her if I unexpectedly had a health issue.”
“I have tried all of the Net Worth systems out there - this one is by far the best. Kubera is the easist to use, the easiest to synch and keep updated, and it has the most logical an intuitive interface. 100% reccomend as it is worth the price of admission.”
“Kubera offers an intuitive user experience, delivering comprehensive data and powerful tools that support informed decision-making and strategic planning. Trade order execution within the platform was highly efficient and reliable.”
“Great net worth tracker. Great user interface. Finally a place beyond excel where I can keep track of my assets and debts with daily updates, all in one clean and easy site. Highly recommend!”
“So far, so good. Support is really fast and responsive with any questions that I've had. I'm still learning the system so there are some things I'm not familiar with. 4 stars for now until I can see if it has all the functionality I'm looking for. But, generally speaking, happy with the system and much better than spreadsheets.”
English
