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 love the simplicity. It’s really flexible but with the right “smart” features that make the app ideal for varied usecases in international context and even modern usecases like crypto or LLMs support are added quickly.”
“Really helpful product. Seamlessly pulls in data from multiple financial institutions and lets you keep note, store return history, and group assets by type. Goodbye inefficient and impossible-to-update spreadsheets. Thanks Kubera!”
“I've been impressed so far. however there are some challenges. I need to update the bank accounts on a regular basis by entering the user name and password often. some of the securities are not available. for the large premium we r paying, I am sure kubera will continue to add more features. it would also be great if it can provide some advisory reviewing clients portfolio”
“Easily the simplest way to track your personal wealth. I've used a bunch of tools and manual spreadsheets and nothing compares to Kubera. I especially love the ability to integrate it (via data export) with a customized ChatGPT project that has become my tough-talking AI personal finance manager and keeps me on track and on-target with my financial goals.”
“Everything else was always so detailed… stuck at the 500-foot view. I needed something that operated closer to 50,000 feet. Not transaction tagging or bill tracking, but a true bird’s-eye view of our entire portfolio. One that could be easily understood by both our family accountant and the grandparents at the same time.
Kubera is exactly that — and I love it.
It’s become an instrumental bridge during our monthly money meetings, helping us stay clear, aligned, and focused on the bigger picture.”
“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.”
