“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.”
“This is a great tool, and I have been very impressed with the customer service and instructional videos. It has been extremely useful in helping make sound financial decisions.
It is clear that the creators were very thorough and thoughtful in their design, paying close attention to detail and delivering features that are highly intuitive.”
“Kubera really allow us to go from an out of control situation with our finances to a situation where we knew where our assets where. With this information we are in the process of optimising our portfolio.
It was easy to set up and we are still learning what Kubera can do.”
“Found Kubera few months ago. Easy to link all of my investment accounts and for the first time in my adult life I don't feel like I have no idea what my overall investment picture looks like. Me and Claude have got it.
I've been paying the 1% for a long time - Claude and I estimate that it's cost me at least 150k over a decade or so and would have cost me a lot more over the next 30 years if it wasn't for Kubera.”
“Kubera is one of the best net worth tracking tools I’ve used, especially for managing assets across both the US and Europe. It handles multiple currencies, banks, brokerage accounts, retirement accounts, real estate, and manually entered assets extremely well, giving you a clean and consolidated view of your global balance sheet. For anyone with finances spread across multiple countries, Kubera is best in class.”
“Kubera has been very helpful for organizing my full financial picture and understanding how my investments are actually performing. The forward-looking tools are the standout: they show where my current trajectory is heading and let me simulate financial decisions to see their impact before I make them. Additonally, it handles private investments and partnerships alongside my brokerage accounts, which most tools I've tried don't do well.”
“As an investor who has adopted a self directed approach Kubera was just what I needed to bring it all together in one place. Im very happy with Kubera and is great value for money.”
“FINALLY! ONE PLACE FOR ALL MY DOUGH! I remember looking to revive my old Mint account and see that someone bought Mint and have either dissolved it or ruined it!
Kubera is just what I needed. I like that the visuals and workflows are intuitive. There is no useless eyecandy type visualizations. They all just do the job and make sense. And I love that there is no app -- just save it as a web app on your phone: BRILLIANT!
Kudos to the Kubera team! Or is it just one dude!?”
“After Mint shut down, I went many years tracking accounts manually and having to create a net worth spreadsheet every so often when I needed to understand where my assets were. As my financial life became more complex with trusts and additional accounts, the problem only got worse. Kubera has been a blessing. It's powerful but simple and seems to be designed by people who understand all the nuances of complex financials. Also, the response time and helpfulness when getting things set up has been phenomenal. So glad this tool exists now.”
“Overall useful tool to connect all investments together. Decent user interface, good support.
I did have few hiccups where it was not picking up accurate numbers for some investments and needed back-end person to fix something manually - not very happy about that one - as I only realized something was off because I started looking - kind of "fail in silence." But to be fair it was only one instance and support was very quick.”
“Great app to have all asset and debt accounts in one place. But really like it to consolidate holdings among all accounts to easily calculate portfolio balance. Only complaint is connection to Etrade but I think they are working on it.”
“Kubera is the most complete financial tracker we have experienced. It is exact and always up to date and very informative for our financial picture and goals.”
“Kubera is a fantastic investment tracking tool of assests no matter the size of your portfolio. Very easy to set. Once complete it tracks your assest, real este, etc., and provides a net worth summary on a daily basis.”
“It is convienant once you figure out how to connect your accounts. But for some reason, there are a few you have to constantly reconnect which is obnoxious. Also, with all the work that goes into getting the accounts conected, I would love to see some more features and information to get the true value of what we pay each year.”
