“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.”
“This is the equities and markets research tool you've been looking for. It has incredible research capabilities. Create watchlists with almost every data point you can image, charts that are intuitive, earnings transcripts, news. Everything you need to really do your research all in one place, and so affordable.”
“Kubera has been one of the best tools I’ve added to my financial routine. It makes it easy to see everything I own in one place, from investments to real estate, without having to juggle multiple apps or spreadsheets.
I like how reliable and straightforward it is, and it gives me confidence knowing I always have a clear picture of where I stand financially. It’s become my go-to dashboard and I’d recommend it to anyone serious about organizing their money.”
“I have enjoyed Kubera the tracking capibilities for various assets is very nice. I enjoy the graphical interface as well. Additionally, Kubera is the only platform that allows me to plan for future growth of assets and I can set the growth level without restriction for those "crazy" growth scenarios.”
“I managed my in laws accounts and my grand kids custodian accounts. It is a great application to review all my accounts(over 30) in 1 place, but still have individual silos.
I have tried about dozen other apps, this is the best one if you are the “mentor” of the family investment's.”
“It is one of the best Networth tracking and managing all assets in one place and really take a global view - not just US based assets. Really love the experience.”
“I'm about two months into using Kubera and I'm a huge fan. Incredible platform to get your financial life organized and syncronized. Simple and elegant UI and functionality. I especially like the AI import feature and how well it works for private assets (PE/VC funds & investments). Wish I would have found Kubera sooner.”
“I’ve been really happy with Kubera to passively track my family's net worth. The team is actively improving the app and keeps rolling out useful features. Customer support is excellent! They are fast, friendly, and quick to fix any bugs that come up. Highly recommend.”
“The app is great - I haven't seen anything else that allows me to stay on top of all investments (public & private) across all accounts as well as Kubera.”
“It was extremely easy to set up, even though my portfolio includes cash, funds, shares, crypto, and real state. The sync is for the most part great. The reporting is more than adequate.
And all for a very, very reasonable price.
I fully recommend it.”
“Kubera is definitely the best platform I have seen when it comes to pure calculation of net worth. It connects with almost every platform and has incredibly unique granular features that help very much in managing the assets and organizing them visually”
“Kubera is a sleek and modern platform for tracking personal net worth and investments across multiple accounts and asset classes. The website is clean, user-friendly, and well-organized, making it easy to link bank accounts, brokerages, crypto wallets, and even manual assets like real estate or collectibles”
“Overall very easy to get started and set up. Can track stocks, crypto, real estate, and other assets with ease. I think the best thing I've seen, though, is the support. if I have had an issue, even on the weekend, I've gotten a response quickly. Most of the time, an alternative solution was presented that was reasonable. A couple of times, it was an issue, but it got resolved almost immediately. Honestly, just getting quick responses is refreshing!”
“Kubera is a great all-in-one net worth tracker. I particularly like how they calculate estimated taxes and cash on hand; it makes determining my liquidity position easy. Their support is also great - whenever I have an issue they always respond quickly.”
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