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.”
“I was looking for a flexible, well connected, and fast tracker for Net Worth and assets and found Kubera after some searching. I found others as well and tried several and settled on Kubera. Their system was the most flexible, it was fast, and the connections worked very well.
I give them 4/5 only due to the pricing, the experience, app, and capabilities are exactly what I needed. They're quite a bit more expensive than the competition and some of their more unique features are locked behind a pay upgrade that's 12x more expensive. At the base price it should just have all those extra features to justify the price.
I understand the target audience may be high net worth individuals (though it works great for anyone), but most of them got there by being financially prudent.”
“Kubera has become an essential tool for tracking my personal wealth — it's intuitive, powerful, and incredibly well-designed. Everyone I've shown it to has subscribed immediately. I plan to use it for a long time.”
“The only thing that drives me nuts is that I spent 2 years tracking my net worth without Kubera. My complaint would be that they didn’t market hard enough to make me aware of it sooner, lol. It’s a game changer.”
“Great all-in-one dashboard for monitoring my finances! The integrations work really well and the UI is fast and updates quick. They don't do any budgeting but it's not meant for that. I wish the upgrade to the look ahead feature wasn't so steep, I don't think that's a very good value.”
“This is the best software tool I've found for insight into my entire financial picture. The interface is clean, clear, and just customizable enough.
Syncing is generally very good, with responsive support. Though, other platforms that sync using the same underlying Yodlee/Plaid engines seem to match the exact share/dollar numbers of the actual account more precisely for some reason.
Overall investement analysis is pretty good. The most important factors are covered. There is class, geography, sector, market cap, but not investment style (value, blend, growth), and there is no analysis of fixed income/bonds (e.g., duration/interest rate sensitivity, quality/risk).”
“Kubera has dramatically simplified my asset tracking. I previously managed dozens of accounts and assets in spreadsheets updated manually. It took hours to log into accounts and access information. I was able to setup Kubera in less time than it took for a single manual update, and now I have all my assets and net worth information current all the time.”
“This is by far the best wealth tracking tool I have seen for people with alternative investments and estate structures.
The ability to house everything in one place. Track returns of all of my investments. Generate financial statements at the click of a button has saved me an immeasurable amount of time.
Love this product!”
“It's great to be able to monitor all my savings, investements and stocks & shares in one place.
The email update every morning is an especially useful addition.”
“Kubera provides a consolidated dashboard view of all financial accounts with an intuitive, user-friendly interface. It is the command center for my financial position.”
“Kubera is a fantastic platform that lets me see a consolidated view of my net worth using multiple entities. It is an automated and frictionless tool that removes the need for me to manage this process manually. I’d recommend it to anyone who’s interested.”
“Hands down the best app for managing all types of assets and investments . I was looking for years before finding Kubera for app to help manage - and compare - a range of private investments as well as public ones . Was stuck using spreadsheets until I finally found Kubera. Easy and intuitive to use and with quick support responses when required - have been super happy with the decision to move to Kubera.”
“I appreciate Kubera for its comprehensive support of various assets, including property, cryptocurrencies, and equities. The platform’s straightforward and customizable layout allows me to tailor it to my specific needs. Additionally, Kubera’s intuitive charts provide clear breakdowns of my assets, making it easy to analyze my financial portfolio from multiple perspectives.”
“Solid platform for tracking your various investments. Not a lot of frills, but doesn't get in the way of easy, centralized, tracking of everything from bank accounts & stocks to alts of any kind. Auto syncs for banks and brokerages. Could benefit from smoother handling of docs (you can upload whatever you want, but there's no way to, say, bulk download all the 2024 K1s), but usable, easy, and centralized.”
