“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.”
“I am so glad I found Kubera. I would even consider myself lucky. I really needed a robust software that could let me manage all my assets. So I am finding Kubera very useful. I also finally feel that I am in control. It's extremely well designed app and it gives me the flexibility to not only to manage the connected accounts but also the non-connected accounts. And I can get a good view of the current status of my portfolio.”
“So far so good - I use Kubera to track my mother's finances and allocate investment accordingly. I would like to see a % allocation of each section that I create to help me identify where i put my money. I also want to do that per sheet - allocation per the whole sheet for the sections of each sheet.”
“Wonderful platform, it is the only platform I have been able to find that is able to incorporate numerous investment types beyond typical brokerage accounts.
They use several services to sync accounts, ensuring access to most investment platforms. Most importantly, Assets\Liabilities, such as real estate, private placements, or even importing a photo into discrete accounts are a breeze to do.”
“The best wealth management app I’ve used so far. Simple, intuitive, and incredibly comprehensive. It’s worth every penny for the peace of mind of having all my numbers updated in real-time in one place. 5 stars.”
“The focus on minimalist UI design and reliable account connections is so valuable. Kubera really pinpointed the most important user needs for tracking personal financial assets. (And I've tried a LOT of these apps and services.) I loved Personal Capital until they were absorbed by Empower, but Kubera is much better than that app was even at its peak.”
“It’s been a pleasure using Kubera over the last few months. The platform does an excellent job of bringing everything together—traditional bank accounts, investments, and crypto—into one clear, unified view. Account connectivity has been smooth and reliable, and the updates and alerts are timely and useful without being overwhelming. What really stands out is the user interface: it’s simple, intuitive, and easy to navigate, even with complex portfolios. Overall, Kubera makes tracking net worth and financial data effortless and well-organized, and it’s been a valuable tool for staying on top of finances.
-SAGAR”
“I've been looking for a net worth tracker for a while. I tried several systems. Some are so expensive and not geared toward individuals. This one is right sized. The support team is also amazing.”
“Kubera has been a very nice and organized way for us to keep track of everything. Additionally, we gave viewer abilities to our financial advisor who is able to monitor and help direct the overall portfolio this way. Highly recommend.”
“The software is a great tool for assessing accounts located at different brokerages. The club benchmarks are also a good resource to assess your portflio.”
“Great customer service. Comprehensive tools to add future income, debt payoff, etc. To include “start” and “stop” dates for all transactions. Makes it easy and fun. I would recommend their service as they are also easy to communicate with and I have always received quick responses via email.”
“After years of dealing with broken links and constant re-authentication on other platforms, Kubera is a breath of fresh air. The sheer speed and stability of its connections are world-class. While other tools struggle to stay synced, Kubera leverages multiple top-tier aggregators to ensure that my data—from traditional banks to obscure global brokerages—is always accurate and up to date without me lifting a finger.
The platform’s greatest strength is its ease of use. It feels like a high-powered, automated spreadsheet that handles the heavy lifting of tracking over 20,000 different institutions. Whether it’s syncing real-time crypto balances, physical assets, or international accounts in various currencies, the process is instantaneous. I no longer have to spend my weekends troubleshooting "connection expired" errors; I just open the app and see my total net worth in seconds.
If you have a complex portfolio and value your time, Kubera is the only premium tool that actually delivers on its promise. It provides a clean, reliable window into your wealth with a "set and forget" reliability that free alternatives simply cannot match. It is, hands down, the most stable and comprehensive financial tracker I have ever used.”
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