“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 is an excellent "one stop" tool to track all your wealth components in one place. I really like the investment reporting and graphs that show the diversification in my investment portfolios.”
“Great to see all in one place. Not sure if YTD cap gain is possible to show or not. It will be useful. The way it shows options is not very useful. For example showing a call option without the long positions in the same security next to it makes it look like a uncovered call.”
“This is a great platform for future planning, especially for retirement. It can connect to your assets worldwide (with some "issues") and you can set individual parameters for your present and future expenses and income over the entire range of asset classes. Kubera will then show you where you'll be financially in 1/5/10/20 years. You can setup various spending "scenarios" and compare outcomes over time. With Kubera I can be sure that my retirement plans will work. It gives me great peace of mind and helps me to ride the "waves" of the market with confidence. My only criticism: some connections to foreign banks do not work and Kubera doesn't seem to be able to fix these. In those cases, you have to update your holdings manually. Not difficult, but bothersome. All in all, a great tool.”
“Kubera realiably tracts all my investments. I find the available API useful in connecting to my personal investment programs. I am not aware of any other service that provides access to an API which works flawlessly”
“Kubera was exactly what we needed. Not a minute-by-minute, where did we spend every penny solution but a look at all our assets and liabilities in an easy to understand interface. The integration of all our accounts couldn't have been easier and the scenario planning tool gave us so much good information to truly plan for the future.”
“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.”
English
