“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.”
“It’s been a pleasure using Kubera over the last few months. The platform does an excellent job of bringing everything together—traditional bank accounts, investments, and crypto—into one clear, unified view. Account connectivity has been smooth and reliable, and the updates and alerts are timely and useful without being overwhelming. What really stands out is the user interface: it’s simple, intuitive, and easy to navigate, even with complex portfolios. Overall, Kubera makes tracking net worth and financial data effortless and well-organized, and it’s been a valuable tool for staying on top of finances.
-SAGAR”
“I've been looking for a net worth tracker for a while. I tried several systems. Some are so expensive and not geared toward individuals. This one is right sized. The support team is also amazing.”
“Kubera has been a very nice and organized way for us to keep track of everything. Additionally, we gave viewer abilities to our financial advisor who is able to monitor and help direct the overall portfolio this way. Highly recommend.”
“The software is a great tool for assessing accounts located at different brokerages. The club benchmarks are also a good resource to assess your portflio.”
“Great customer service. Comprehensive tools to add future income, debt payoff, etc. To include “start” and “stop” dates for all transactions. Makes it easy and fun. I would recommend their service as they are also easy to communicate with and I have always received quick responses via email.”
“After years of dealing with broken links and constant re-authentication on other platforms, Kubera is a breath of fresh air. The sheer speed and stability of its connections are world-class. While other tools struggle to stay synced, Kubera leverages multiple top-tier aggregators to ensure that my data—from traditional banks to obscure global brokerages—is always accurate and up to date without me lifting a finger.
The platform’s greatest strength is its ease of use. It feels like a high-powered, automated spreadsheet that handles the heavy lifting of tracking over 20,000 different institutions. Whether it’s syncing real-time crypto balances, physical assets, or international accounts in various currencies, the process is instantaneous. I no longer have to spend my weekends troubleshooting "connection expired" errors; I just open the app and see my total net worth in seconds.
If you have a complex portfolio and value your time, Kubera is the only premium tool that actually delivers on its promise. It provides a clean, reliable window into your wealth with a "set and forget" reliability that free alternatives simply cannot match. It is, hands down, the most stable and comprehensive financial tracker I have ever used.”
“I started trialing with Kubera a few months back but it’s such good product I got a subscription. It honestly makes it very simple to see a complex portfolio. Definitely try it out!”
“Kubera has been a very powerful tool aggregating my portfolio. I would love to see a better way to set up and view my asset allocation in order to make decisions as to how I might rebalance in a holistic way”
“I have used Kubera in the past but figured I am better off just manually tracking my portfolio in Excel. Though it didn't take too long for me to return after missing the features that Kubera offers (for example, very stable connections to my accounts, convenience, flexibility in organizing my assets, great customer support in case of any issues). Can't recommend Kubera enough - especially if one has accounts spread across different countries/currencies.”
“It's great. It ingests tough assets like my PCAP statement as well as links to everything. Great insights and updates. I really like it and find it very useful.”
“While it does not connect to all my bank and investment accounts for auto-updating, I have experienced that the AI Import feature has been simple to use and 100% correct, which makes for easy updating. The Fast Forward feature has been an amazing tool, and I find myself tweaking it constantly as I plan my future! Emails to support have also been returned in a timely manner, which is great. So far, I've been pleased with Kubera's performance!”
“Very user friendly UX, helps consolidate all investments across countries and accounts in one place, and clearly has a lot more features which I havent explored fully yet. Love the portfolio notifications and its integration with chatGPT.”
“I have been struggling to get a full picture of my assets for a long time. Kubera has made this task very easy. Of course with data you get what you put in. So carefully add your assets one by one. Kubera does all the rest. A simple , straight forward app to keep track of all your assets in one place.”
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