Kubera is the world's most modern portfolio tracker. Track almost any asset class (traditional & crypto) in one place with Swiss bank privacy & security.
“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.”
“Love Kubera. It's the only solution that allows me to have an up to date, global picture of my net worth. Even includes visibility into my crypto portfolio which is rare.”
“I’ve found kubera to be extremely valuable!
I’m able to connect a surprisingly large range of assets which all automatically update (including my New Zealand pension, UK pension, NZ stock portfolio, UK stock portfolio, and all crypto holdings (binance account, kraken account, wallets).
It’s so helpful being able to track my total portfolio in one place, and the web app for mobile also allows me and my partner to keep an eye on things from our phones.
I was sceptical about the price, but it’s been well worth it. It’s way better than maintaining my own spreadsheet manually.”
“Love the reporting, much better than other financial aggregators I've tried. Previously I could just see "overall portfolio went up/down" and Kubera makes it very clear what specific assets caused the portfolio movements. The IRR focus, tax on unrealized gains, etc., are all great; just seems like Kubera was built by investors for investors.”
“This is the most affordable and professional net worth tracking app on the market - especially amazing if you care for the future, and you want to simulate different scenarios!”
“Easy to set up, and... that's it! Once it's done, the regular email updates are great. This replaced my web of spreadsheets and has saved me tons of time. Highly recommended.”
“I’ve been using Kubera for a few months now, and overall, it’s been a game-changer for keeping track of my finances. I have a pretty diverse portfolio that includes stocks, crypto, real estate, and collectibles, and Kubera handles it all in one place. That’s exactly what I needed—a single visually appealing platform where I can see my entire net worth at a glance.
All in all, though, if you’re focused on wealth management and need something robust to track a mix of assets, I’d definitely recommend Kubera.”
“Kubera is the rare program that presents complex data in a simple and easy to digest way. Sometimes "less" is more! It is far superior to any other net worth tracker I have tried. Synchronization to update from various accounts is reliable and fast (which is not always the case for some apps). I plan to remain a subscriber.”
“I've been usung Kubera now for about a year. The product works very smoothly and has been very helpful in seeing real time net worth. The bank connections also all work very well compmared to other products I've used. The interface is also very pleasant to view and easy to read. Highly recommend.”
“Kubera does something very specific but if Kubera’s style of net worth and asset tracking is what you need, then it is well worth the price of entry. There are some features that are US asset specific that I hope to see expanded to global assets but that hasn’t stopped me from using Kubera in its current state.”
“Overall pretty good! Would recommend.
Works well with a very clean interface. Good integrations with most most banks, exchanges, brokers (but not eToro!).
I find it a little expensive at $150 per year.
Customer support was helpful on the few occasions that I contacted them.”
“Finally a solution to have a 360 view of my networth and investments. No distracting "budget" tools, but really laser focused on wealth management. Would rate it 6 stars if I could.”