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.”
“Great application! I reviewed a number of different net worth tracking softwares and Kubera is easily the most robust and user friendly. Highly reccomended!”
“Pros: very solid account linking. Clean interface. Easy to use.
Cons: forecasting functionality is pretty confusing. Some annoying and unexpected limitations (such as inability to manually reclassify certain assets). Missing a “drill down from asset class to asset to where a security is held” - you have to jump around reports to do that. No transaction history of explanation of “why” numbers are moving around (eg no ability to monitor fees).”
“Awesome tool, the best amongst all similar tools I reviewed. The interface is great, the support is very fast, and it's a great tool to summarize your crypto and traditional investments. I also love the daily email report.”
“Excellent software. Slick interface. Well designed and easy to use. Imports information from almost any company and collates it in a way that is easy to read. 100% recommended for anyone wanting to monitor their finances”
“Kubera has been amazing for me. Allows me to see all of my assets and investments across 4 brokerages, two houses, two cars, and more crypto wallets than I can remember.
Extraordinary product for keeping on top of everything. Met with a financial advisor, and he said its the best thing he's ever seen.”
“Love Kubera. It's the only solution that allows me to have an up to date, global picture of my net worth. Even includes visibility into my crypto portfolio which is rare.”
“I’ve found kubera to be extremely valuable!
I’m able to connect a surprisingly large range of assets which all automatically update (including my New Zealand pension, UK pension, NZ stock portfolio, UK stock portfolio, and all crypto holdings (binance account, kraken account, wallets).
It’s so helpful being able to track my total portfolio in one place, and the web app for mobile also allows me and my partner to keep an eye on things from our phones.
I was sceptical about the price, but it’s been well worth it. It’s way better than maintaining my own spreadsheet manually.”
“Love the reporting, much better than other financial aggregators I've tried. Previously I could just see "overall portfolio went up/down" and Kubera makes it very clear what specific assets caused the portfolio movements. The IRR focus, tax on unrealized gains, etc., are all great; just seems like Kubera was built by investors for investors.”
“This is the most affordable and professional net worth tracking app on the market - especially amazing if you care for the future, and you want to simulate different scenarios!”
