“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 reviewed a multitude of potential solutions for tracking our family's investments. I have many private fund investments as well as liquid stocks and accounts. Kubera is relatively easy upfront and provides excellent access to family members/advisors. The team is accessible and wanting to help. I would recommend highly.”
“Kubera has been a great tool for seeing my full financial picture in one place, not just equities, but real estate, cash, and other assets as well. I especially like the customizable email updates and portfolio insights.
One feature I’d love to see in the future is anonymous benchmarking or community insights so users could privately compare allocations or strategies with other self-directed investors.”
“Great app to conglomerate all of your investments and track returns. I love that you can upload documents associated with investments to easily stay organized.”
“Kubera is hands down the best wealth tracker I’ve ever used. It seamlessly brings all my assets—from crypto to traditional bank accounts, brokerages, and real estate—into one beautifully clean dashboard. It finally gives me a complete picture of my net worth in real-time. Highly recommend it!”
“Kubera is an excellent "one stop" tool to track all your wealth components in one place. I really like the investment reporting and graphs that show the diversification in my investment portfolios.”
“Great to see all in one place. Not sure if YTD cap gain is possible to show or not. It will be useful. The way it shows options is not very useful. For example showing a call option without the long positions in the same security next to it makes it look like a uncovered call.”
“This is a great platform for future planning, especially for retirement. It can connect to your assets worldwide (with some "issues") and you can set individual parameters for your present and future expenses and income over the entire range of asset classes. Kubera will then show you where you'll be financially in 1/5/10/20 years. You can setup various spending "scenarios" and compare outcomes over time. With Kubera I can be sure that my retirement plans will work. It gives me great peace of mind and helps me to ride the "waves" of the market with confidence. My only criticism: some connections to foreign banks do not work and Kubera doesn't seem to be able to fix these. In those cases, you have to update your holdings manually. Not difficult, but bothersome. All in all, a great tool.”
“Kubera realiably tracts all my investments. I find the available API useful in connecting to my personal investment programs. I am not aware of any other service that provides access to an API which works flawlessly”
“Kubera was exactly what we needed. Not a minute-by-minute, where did we spend every penny solution but a look at all our assets and liabilities in an easy to understand interface. The integration of all our accounts couldn't have been easier and the scenario planning tool gave us so much good information to truly plan for the future.”
“Kubera has been a great tool for keeping a clear and organized view of my investments. I especially appreciate how easy it is to consolidate different assets in one place and track performance.
Overall, it’s been very useful and well-designed. Keep up the great work.
Best regards,
Sergio
MX”
English
