“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 run a consulting business and have assets spread across seven different categories (real estate, investment accounts, index funds, individual stocks, crypto, cash, and a small private equity stake). Before Kubera, I was cobbling together spreadsheets and logging into a dozen different platforms just to answer the basic question: "What's my actual net worth?"
Kubera gives me one place to see everything. Real estate equity updating alongside my brokerage accounts alongside my crypto wallets. I can see my allocation at a glance (turns out I'm heavier in real estate than I realized) and track cost basis across the whole portfolio.
The debt tracking is underrated too. Seeing assets and liabilities together gives you the real picture, not the fantasy one.
Clean interface. No upsells. Just a clear view of where I actually stand.
- James”
“I've used many such products over the years but this seems to be the best and most comprehensive in terms of number of connectors, multi currency support and the AI import features.”
“Easy updates of all your assets with clear customizable classification has really helped me in focusing on asset management instead of data gathering. Constant improvements including incorporation of AI tools has enhanced user experience significantly. Hope more international financial institutions are added to limit manual updates.”
“Very useful for organizing, viewing and projecting asset values and net worth in real time under various scenarios, and very good with diverse asset types, but rather limited flexibility for more in depth analyses and weak with extracting real time values of assets from web-based resources that require navigation beyond the website face page.”
“Multiple ways of connecting to your accounts make this app standout from others. Customer support is very helpful and quick to respond. I wish all apps were this reliable!”
“Very easy to use, with multiple currency support and currency tracked investments. Sharing feature is sensibly implemented and the trusted relative/third party feature (should anything happen) is excellent. Best system I’ve found.”
“Kubera does a good job of showing assets from various sources. It is not super intuitive to use initially, but it can be learned with a little effort.”
“Kubera has proven to be a useful tool which is continually improving. I especially appreciate the responsiveness of the staff to provide help and accommodate my needs. I'm disappointed that many of my bank and investment accounts cannot yet be linked to it, requiring manual entry. i hope that will improve. Go, Kubera!”
“Kubera is a great tool to give you the total picture of your overall networth, asset allocation across a broad variety of asset classes and to track performance over time. I find it to be better and more user friendly than other tools on the market with a similar purpose. I definately recommend trying Kubera if you would like to keep track of your investment portfolio, real estate and private assets.”
“Kubera is the net worth app I was looking for! Great to see all my assets and accounts in one place, my gold holdings right next to my real estate and my stocks, and the tools needed to compare returns. Plus the fast-forward features are incredibly helpful as I think through my allocations and planning.”
“I've been impressed with Kubera simple, yet effective approach at tracking and illustrating your net worth. Sync issues have been rare, especially relative to other products that offer similar functionality. I would love to see a roadmap with where the product is headed, but so far, so good - one happy customer.”
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