“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.”
“Super easy to setup. Really flexible and my really complicated array of investments from crypto to real estate were all easily integrated included real estate value estimates and real time crypto updates with platforms, wallets and coins directly. Love the integration with Chatgpt with easy access to my portfolio. Great product.”
“I have really enjoyed using Kubera. I've looked for a long time to find a piece of software that was focused more on asset tracking rather than just "budgeting." Kubera is that answer. I've been very pleased. Can't recommend enough.”
“I’ve been using Kubera for a while now and overall it’s a really solid finance app. The interface is clean, the dashboard gives a clear picture of my net worth, and I like how it supports a wide range of assets beyond just traditional bank accounts. It feels powerful without being overwhelming, and the reporting tools are genuinely useful for long term tracking.
That said, a major downside for me has been the bank connectors. None of my bank connections are currently working, which is a big disappointment. For an app that positions itself as a comprehensive net worth tracker, reliable automatic syncing is essential. Having to manually update accounts takes away a lot of the convenience.
If the connectivity issues get resolved, this would easily be one of the best personal finance tracking apps out there. Right now, it is very good in concept and design, but the broken bank integrations are a real bummer.”
“Simple, Elegant, and Powerful tool. I love the beneficiary option with ability to upload insurance/estate documents. No account aggregator is perfect, but Kubera really sets itself apart by the OUTSTANDING customer service, even on the base plan! The e-mail support is lightning quick. Thanks!”
“I have found it to be a valuable platform for managing my assets. The financial tracking is excellent, with features like the regular "Top Movers" and "Total Assets" reports providing clear, helpful insights. I also appreciate the proactive alerts for account connections that need attention and the ease of managing account access, such as adding family users. Have not used the AI appraiser, but excited to start using this.”
“I love the ability to track all my investments in one safe place…and to store documents and notes for each. Automatically updates and is way to use. I can’t find anything else this good!”
“Love, Love, Love Kubera. For my situation, two working VHNW professions, I wanted a single pane of glass to manage multiple accounts easily, Kubera does this nicely. Needing to "see into" all my account holdings (multiple 401ks/IRAs/Roths/HSAs,banks, Investment accounts...) and get answers to questions like: How much do I have invested in pharmcuticals or International equities, is exactly what I needed to help me optimize and manage holdings in multiple fund types as well as crypto. I think it's great, does exactly what I need. Plus, the "break glass" feature, makes sure if something happens to me, information is well organized, is priceless.”
“I've found Kubera to be super useful to check all my bank account balances in one place.
One major weakness is that it does not update my Merrll Edge stock holdings in real time when I've made trades that day, and often have to wait until the next day to get a true idea of what I have in my portfolio.”
“I never thought I'd pay that much for a site to consolidate my investments but you get what you pay for, and Kubera nails it with their functionality. I looked at lots of other products but none of them matched Kubera. And I was also impressed with the responsiveness of their customer service, even during the trial period before I had paid anything.”
“Kubera is a unique and well built app - I was using others before but the level of simplicity , functionality and constant updates conquered me! and the Support is amazing!”
“Two months in, Kubera has been a great help in keeping an eye on my assets split across the US and UK. I particularly appreciate its multiple ways to automatically update the numbers.”
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