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.”
“Kubera is the only online tool which allows me to track my investment and project in a very simple way my financial future. It mixes simplicity and efficiency in one single tool which is quite rare in the finance world... Highly recommended!”
“Kubera is an exceptional financial management tool! It offers a seamless and intuitive interface that easily tracks assets, investments, and net worth. The comprehensive support for various asset types, including crypto and real estate, sets it apart from other platforms. Connecting multiple bank accounts and investment portfolios ensures that all my financial data is in one place. Kubera's personalized financial insights and regular updates have significantly improved my financial planning. Highly recommended for anyone looking to get a holistic view of their finances!”
“I think Kubera is a big step forward for investors that have a large private portfolio and want to track those investments in an accurate way over time. However, I think there are some simple additional things Kubera can do to improve some elements of the account aggregation snapshot. Namely, better "tax status" of accounts (taxable, tax deferred, AND tax free (i.e. Roth IRA's) ). Better visualization of holdings across exposure type and (improved) tax status. Aggregated IRR by grouping when possible. More flexibility re: performance time period selection, i.e. specific dates, number of days, months, years, to better line it up with market benchmarks. I would love to talk to someone and Kubera as a test case to help improve your product. Thanks for asking. Andy Dudley”
“I have tried several applications to track different assets. Kubera is by far the most feature complete. Easy to use and fully integrated with different third party tools. 100% recommended!”
“Kubera is the best way to track changes in your investments and progress on your debts. It has an elegant planning capability that helps me look forward into the future. And, in a world of demos and flaky performance, is as speedy and reliable as any app I've used. Family offices and RIAs, don't sleep on Kubera!”
“I started using Kubera when I started my crypto journey. First I did not think I needed this, but now I know better. It gives me the best real-time overview of the value of my assets in the currency of my country. It also keeps me connected to the progress of my long term (pension)funds in the same place. I hardly have to put any effort in value updates as most is auto-linked. If sometimes I need the help of the service desk they always react and solve fast. I also like the option that I can add a beneficiary, just in case. It is possible to add important notes all in one place. All of this saves me time and gives me peace of mind.”
“So far it's been really helpful in tracking my Portfolio. I love the fact that it syncs with many of my banks and Stock platforms and keeps my data upto date. I'd highly recommend it.”
