“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.”
“After Mint shut down, I went many years tracking accounts manually and having to create a net worth spreadsheet every so often when I needed to understand where my assets were. As my financial life became more complex with trusts and additional accounts, the problem only got worse. Kubera has been a blessing. It's powerful but simple and seems to be designed by people who understand all the nuances of complex financials. Also, the response time and helpfulness when getting things set up has been phenomenal. So glad this tool exists now.”
“Overall useful tool to connect all investments together. Decent user interface, good support.
I did have few hiccups where it was not picking up accurate numbers for some investments and needed back-end person to fix something manually - not very happy about that one - as I only realized something was off because I started looking - kind of "fail in silence." But to be fair it was only one instance and support was very quick.”
“Great app to have all asset and debt accounts in one place. But really like it to consolidate holdings among all accounts to easily calculate portfolio balance. Only complaint is connection to Etrade but I think they are working on it.”
“Kubera is the most complete financial tracker we have experienced. It is exact and always up to date and very informative for our financial picture and goals.”
“Kubera is a fantastic investment tracking tool of assests no matter the size of your portfolio. Very easy to set. Once complete it tracks your assest, real este, etc., and provides a net worth summary on a daily basis.”
“It is convienant once you figure out how to connect your accounts. But for some reason, there are a few you have to constantly reconnect which is obnoxious. Also, with all the work that goes into getting the accounts conected, I would love to see some more features and information to get the true value of what we pay each year.”
“I highly recommend Kubera. As a former Mint user, I tried Monarch and several other options, but found that most were geared more toward budgeting, cluttered with ads, or plagued by unreliable connections.
Kubera is phenomenal for tracking balances and assets across both connected accounts and private investments. Having my cash, brokerage accounts, real estate, private equity, venture capital, and other private investments all in one place gives me a clear, big-picture view of my finances and helps inform new investment and allocation decisions. Funny to think I was trying to pinch pennies to manage everything I've worked for.”
“Has made life so much easier than trying to juggle 20 excel spreadsheets - their AI MCP integration is great as well. Pricing is infinitely better than other solutions.”
“So happy I found Kubera. Incredible tool. Exactly what I was looking for - I've receommended it to my friends and colleagues many times. 10 out of 10.”
“I have a semi complex estate with various entities and have been very pleased with Kubera’s features and ease of navigating and how it updates the various account’s. This is the best option on the market for estate Finacial tracking.”
“The best net worth tracker out there, especially because of its AI features capable of getting data where the competiition fails and only offers manual alternatives.”
