“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 has been a great tool for keeping a clear and organized view of my investments. I especially appreciate how easy it is to consolidate different assets in one place and track performance.
Overall, it’s been very useful and well-designed. Keep up the great work.
Best regards,
Sergio
MX”
“I've been using Kubera for a while now to track my net worth across multiple asset classes — stocks, crypto, real estate, and more — and it's genuinely one of the best financial tools I've come across.
What sets Kubera apart is how comprehensive yet clean it is. Most net worth trackers either feel too basic or too cluttered. Kubera hits the right balance. The ability to consolidate everything — brokerage accounts, bank accounts, crypto wallets, even domain names and alternative assets — into a single dashboard is incredibly useful.
The portfolio performance tracking is solid, and I particularly appreciate the beneficiary feature, which lets you designate someone to receive access in case of an emergency. That's a thoughtful touch you don't see elsewhere.
Overall, Kubera has become an essential part of how I manage and monitor my finances. Highly recommended for anyone serious about tracking their wealth in one place.”
“Very easy to setup and maintain. The integration options are the most robust I've seen among the financial tools I've used. Gives me the exact visibility I need and perfect for anyone who wants to track their net worth without the hassle of categorizing each and every transaction.”
“Kubera has become the cleanest way for me to see my full financial picture without turning it into a second job. It pulls everything together across accounts, investments, real estate, and even less traditional assets into one place, and does it without the clutter or noise most tools add. What stands out is how flexible it is.
Using Kubera alongside a budgeting tool has been the right split. Budgeting apps are great for managing day to day behavior, but they rarely capture the bigger picture. Kubera fills that gap by focusing purely on net worth, asset allocation, and long term tracking. Added perk is how it syncs to AI platforms”
“Amazing app. This tool allows me to get multiple retirement accounts, brokerage accounts, bank accounts, etc, combined into 1 view to see my total net worth.”
“Kubera has been a very valuable tool for helping me stay on top of a more complex financial picture. Between a large concentrated stock position, multiple investment and retirement accounts, real estate, cash reserves, and even a small crypto account, it’s not easy to see everything clearly in one place. Kubera gives me a clean, organized snapshot of my full net worth and makes it much easier to monitor changes, track progress, and make informed decisions. Instead of bouncing between different apps and statements, I can see the big picture quickly and confidently. For anyone managing more than just a basic checking and savings account, Kubera has been extremely useful.”
“If you're looking for a simple, no-nonsense way to track your net worth, Kubera is a great choice. As a former Mint user, I found myself frustrated with the constant need to categorize transactions and sift through unnecessary alerts. I wanted a tool that gave me a clear, big-picture view of my financial situation without the extra noise – and Kubera delivers exactly that.
The platform is refreshingly straightforward, offering a comprehensive snapshot of your assets, debts, and cash flow at a glance. Its ability to seamlessly (and automatically) connect to foreign banks has been a lifesaver for me as someone living abroad. This feature alone sets it apart from other tools I’ve tried.
If you’re someone who values simplicity and wants to stay on top of your finances without getting bogged down in the details, I highly recommend Kubera. It’s efficient, intuitive, and perfect for keeping a pulse on your overall financial health.”
“I've tried just about every net worth tracker out there, and Kubera is the one that finally stuck. After years of cobbling together spreadsheets and juggling half a dozen apps, having everything in one place feels like a small miracle.
What sold me is the breadth. Brokerage accounts, crypto wallets, real estate, a couple of old cars, even some precious metals and a private investment, it all lives on one clean dashboard. The bank and exchange connections are rock solid, and for the oddball assets I just plug in values manually. Multi-currency support is a nice bonus since I hold some accounts abroad.
The interface is refreshingly simple. No gimmicks, no upsells, no ads trying to push me into some affiliate product. Kubera makes its money from my subscription, and it shows in how the product respects my time and data. Privacy was a big reason I switched from the free options.
A few features deserve a shout out. The recap view is great for seeing how things have trended over months and years. The Fast Forward tool is fun for playing with future scenarios. And the Life Beat feature, which hands off access to a trusted person if something happens to me, is the kind of thoughtful touch you rarely see in finance apps.
Is $150 a year steep? A bit. But for the clarity and peace of mind it gives me, it's easily worth it. If you have a financial life that's outgrown a spreadsheet, Kubera is the real deal.”
“I signed up a few months ago, I'm loving it. The app is very intuitive to use and it's already helped myself, advisors and CPA to have clearer picture with less manual updates.”
“The best software I found to my liking to date. Interface is clean, simple and easy to use. You get the information you need quickly.
The best part is the setup is modular and customizable. The accounts can be setup in multiple ways to your liking and you fast forward your projaections based on your assumptions. Customer service is personal and quick.
Kubera is fairly new to the market and improvements are a work in progress. Connections could use some consistency.”
“The first really good net worth tracker that you can actually use, it links so well to my crypto banking, property, everything...... so good and so glad I found it”
“Extremely easy to use and very well thought out and clear presentation with minimal work required to set up. I would recommend it highly to anyone with multiple investment accounts.”
“Powerful accurate app with quick account syncing, no fluff and is simple to use. Create multiple scenarios with ease. My go to investment tracker and strategic planner.”
“We were looking for a financial app that would account for our varied portfolios, refresh holdings automatically and didn’t sell our data or selll us advisory services. Kubera checked all the boxes. Highly recommend.”
“This took my net worth tracking out of Google Sheets and into the modern age. It rethinks how I manage and grow my net worth and has been a huge unlock. Totally worth it.”
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