“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 an excellent tool for getting a clear, consolidated view of my finances. The interface is clean and intuitive, and it makes it easy to track everything, from traditional accounts to more complex assets, in one place. I especially appreciate how straightforward it is to keep things organized without unnecessary clutter. It has become a reliable source of truth for my overall financial picture.”
“Good tool for my primary use case which is estate management with Google Gemini and with custom software written to use Kubera's exports for capital gain, tax, income, and other what-if and forecasting tasks. Most of my problems with usage involve brokerage platform (e.g, Morgan Stanley, etc.) inaccurate or misleading data via the JSON file generation. In future, hope that Kubera will take steps to increase LLM interactivity and allow Kubera to become a "system of record" not just for financial providers but for third parties importing data back into Kubera to correct issues.”
“I’ve been using Kubera for portfolio tracking and it’s easily the most solid tool I’ve found in this category.
The design is clean and minimalist. No clutter, no unnecessary charts fighting for attention, and — importantly — no upselling. You pay for the product and you get the product. That’s rare in personal finance apps. The real differentiator for me has been reliability. Connections actually stay connected. Other portfolio trackers I’ve tried constantly break sync or lag behind reality. Kubera’s tracking feels genuinely real-time, which makes it something I can trust rather than babysit. Privacy also matters to me. I don’t want a “free” app monetizing my data, targeting me with financial products, or selling insights to institutions. Kubera’s model is straightforward: I’m the customer. That alignment shows.
The only real downside is price — it’s more expensive than competitors. But in practice, the upside in reliability, clarity, and peace of mind has far outweighed the cost.”
“Recent subscriber. Excellent way to keep tabs on a portfolio, it updates live or at the end of the trading day. The graphics are easy to read and show trends. The 'dead-man' system may well be useful one day! Customer support has been excellent with personal responses within hours. It connects with ChatGPT for more insights.
Slight worry is that it will be overtaken by AI, but have faith that the team will make sure that it has compelling features.”
“I’ve had a very positive experience with Kubera. The technology is excellent and makes it easy to get a clear, comprehensive snapshot of my entire financial picture in one place. The platform is intuitive, reliable, and the new features they’ve added have made it even more valuable over time. Overall, it’s been a great tool for staying organized and informed—I plan to keep using it for years to come.”
“Kubera has become my go-to tool for net worth tracking. The interface is clean, fast, and incredibly intuitive, but what really stands out is the depth — from stocks and ETFs to crypto, real estate, and even alternative assets, everything is consolidated in one place.
It saves me hours of spreadsheet work and gives me a clear, real-time overview of my financial position. If you take portfolio tracking seriously and want a professional-grade dashboard without unnecessary complexity, Kubera is absolutely worth it.”
“Kubera was able to seamlessly integrate into all of my accounts with ease and provides the high level view and estate organization I have been looking for.”
“Kubera has been one of the cleanest net worth tracking tools I’ve used. It’s straightforward, fast, and built for people who actually care about seeing their full financial picture in one place. I like that it handles everything from brokerage accounts and real estate to crypto without feeling clunky or overcomplicated.
The interface is simple but powerful. No distracting fluff, just clear numbers and useful insights. It’s especially strong for tracking alternative assets and keeping long-term wealth organized in a way that feels intentional rather than reactive.
If you’re serious about understanding your balance sheet and making smarter long-term decisions, Kubera makes it easy. It does exactly what it promises, and it does it well.”
“So far, Kubera has been able to bring my full portfolio together with minimal effort. Support has been responsive as well for certain edge cases. Great product!”
“This is the only product that could monitor my complete portfolio. The future view allows me to create rules to evaluate different scenarios and plan for my desired outcome. Even though it is not a advertised as a planning tool, it does it well.”
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