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.”
“It simplified and automated most of my efforts to keep my finances current. Now, I clearly understand my portfolio, where I can get based on multiple scenarios and make the required adjustments with better information.”
“I look around to find a project to track my assets and portfolio and in particular can update live assets. On the whole this works pretty well and I am happy with it.”
“Awesome. This is the app I told my brother we should build after our grinding away on account sign-ins and spreadsheet manipulation. What a massive time saver! Thanks team!”
“’ve been using Kubera for some time now, and it has become an indispensable tool in my financial planning. The app offers a clean and intuitive interface that makes tracking my assets and liabilities incredibly straightforward.
What sets Kubera apart for me is its ability to aggregate all my financial information in one place. It supports a wide range of asset types—bank accounts, investments, real estate, crypto, and even alternative assets like private equity—allowing me to get a complete picture of my net worth at a glance.
One of my favorite features is the real-time portfolio tracking. Whether it’s monitoring the value of my investments or keeping an eye on currency fluctuations, Kubera makes it simple. The integration with major financial institutions and its ability to automatically update values saves me hours of manual input.
Kubera also shines in its legacy planning feature, where I can designate a beneficiary to access my financial data if anything happens to me. It’s an often-overlooked area in financial apps, but Kubera handles it thoughtfully and securely.
As someone who values simplicity without sacrificing functionality, I highly recommend Kubera. It has helped me stay organized, track my goals, and make informed decisions, all in one place. If you’re serious about managing your finances, this app is well worth considering.”
“This is the cleanest software I’ve ever used to track my net worth. It’s already incredibly intuitive, and they’re constantly adding great new features!”
“Kubera has been great! I've tried a lot of financial dashboard products for my family and Kubera is the only one that had the flexibility to accurately reflect all the different types of asset classes that we invest in. It's highly customizable and really suits our needs.”
“Really useful and easy to use platform, with great customer service. Can strongly recommend it to anyone who just wants an out-of-the box wealth tracking solution that works”
“Very full featured and worth the money overall. Wish they made it a bit easier to factor in future contributions to investment accounts in the fast forward view, and incorporating the future growth of those investments.”
“Easy to use, simple interface and nice plug in functionality to different investment/brokerage accounts. Still missing some international brokerage plugins but assume those will be added over time.”
“Kubera is the best personal financial tool I've ever used, and it's not even close. As someone with a complex financial situation, Kubera is a game changer for keeping my finances organized. It's the most underrated tool on the market, and I tell everyone I know about it.”