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Kubera Reviews

4.8 Rating 1,454 Reviews
97 %
of reviewers recommend Kubera
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The Balance Sheet HNIs live by.

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Anonymous
Anonymous  // 01/01/2019
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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.
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kubera is the product I’ve been searching for for the last 5 years. The ability to track long term net worth and individual security values, plus the increasing AI integrations, make it the best product on the market to manage my high level finances anymore.
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Usefull and easy of my financial dashboard
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Kubera has been a great tool for getting a clear, real-time overview of my entire net worth in one place. I appreciate how easily it connects different assets—from bank accounts and investments to crypto and real estate—without unnecessary complexity. The interface is clean, fast, and focused on what actually matters. It’s especially useful for long-term tracking and making more informed financial decisions without being overwhelmed by noise.
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If you're good with the price, it's a pretty good program.Probably one of the better ones i've seen, and I enjoy using it.
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Great product to keep everything organized
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Great tool. Helps me organize, track, and get a high level view in real-time of all my assets in one location. The ability to easily share this with my investment team and beneficiaries has been a great benefit.
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Great app for tracking my investments
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Nice user experience and some interesting ways to forecast based on layering off-the-shelf assumptions that you can customize. The LLM connection via MCP is also a useful feature that I appreciate. Not sure anything else exists today that compares favorably in the niche Kubera occupies.
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East to use, AI import is very useful
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It is sooooo easy! I enjoy it
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Concise, precise and clear overview of all your assets, with plenty of extra charts and datapoints to learn from. The gpt feature is definitely a game-changer.
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Absolutely loving it, truly game changer. Highly highly recommend!
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Best wealth tracker I’ve come across by far. Simple and effective
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Kubera is an elegant, powerful dashboard to see my complete financial life in one place and forecast my plans.
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Kubera helps me immensely by creating one platform that tracks my personal wealth. The daily report it provides saves literally hundreds of hours annually of work!
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I have been looking for a financial net worth management tool like Kubera for many years. Kubera provides the metrics to manage one’s financial growth goals. Should Kubera be lacking with its metrics one can also use the Kubera API to produce custom metrics. Having a software background, I use cursor.com and the Kubera API to provide the much needed metrics. All in all an excellent product which has allowed me to retire my labor intensive maintenance of Excel spreadsheets. I cannot believe I wasted so much time over so many years.
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Very reliable connections & clean UI to track my portfolio.
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Great overview of my investments
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Kubera has simplified how I quickly assess my blance sheets. I used to only do this once per month because of needing to pull data form so many sources. Now it is automated and I see a new and accurate snapshot every day. I highly recommend Kubera.
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Never used any other system that linked accounts so easily…way better than competitors.
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Kubera is rated 4.8 based on 1,454 reviews