“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 a semi complex estate with various entities and have been very pleased with Kubera’s features and ease of navigating and how it updates the various account’s. This is the best option on the market for estate Finacial tracking.”
“The best net worth tracker out there, especially because of its AI features capable of getting data where the competiition fails and only offers manual alternatives.”
“Kubera is a nice service that does one thing and does it really well. Just set it, check it every now and then to ensure accounts remain linked (they do sometimes get out of sync, which is just unavoidable given that one is typically aggregating dozens of different websites). This has completely replaced tracking my net worth in a spreadsheet, something I did for over 10 years because nothing else could ever do it well.”
“I first signed up for four different investment management platforms before settling on Kubera. The problem with the other providers was that their digital connections to my financial institutions were either nonexistent or unreliable. Kubera was the only platform that could handle my numerous accounts and connections with the fewest problems and much greater efficiency.”
“Super straightforward wealth tracker with heavily customizable dashboards. Better than empower or any of the legacy wealth trackers out there. And you won’t get spammed to use some unknown wealth advisor.”
“Very useful aggregator.
Some unique features that are very helpful for me, that others don't do:
* Excellent multi-currency support. Can have assets in a variety of currencies, and they're all normalized to your home currency
* Recap view groups together the same stock when held in multiple different accounts, so you can easily see your total exposure to that company
* AI ingestion of statements for services that don't have connections to plaid/yodlee/etc
* The team is extremely responsive to bug reports and user requests”
“Kubera is simple, clear, and helpful for helping understand our family financial picture. CEO is quick to reply and attentive to customers. I recommend”
“Excellent tool to have a realtime overview of ones networth. Also, makes it easy to provide realtime reports to financial institutions etc immediately as needed. The subscription price point definitley covers much more the time and effort it takes to manually chalk up the networth everytime it is required. Has streamlined my finances and has saved me a lot of time. Highly Recommended!!”
