“Kubera simply works - it does what you expect, you can run simulations, it has accurate and detailed position breakdowns cross-account and cross-portfolio. It's the only system that I use where I can get an accurate overview of where my net worth is and how I'm allocated at a glance. I have previously tried products such as a monarch, but while they do better on budgeting, they're terrible at investments. Kubera doesn't even try to do other things, its single purpose and exceptional at the one thing they focus on. The team is cracked too, they respond to emails instantly.”
“Kubera is very well organized and laid out. It connected to nearly all of my accounts without issue, and where there were problems (not Kubera's fault, but the other party) they quickly found workarounds. They have actually responsive customer support, which is a rarity. Highly recommend.”
“I reviewed multiple platforms that track wealth (not spending / budgeting). Kubera had the best connections to third parties, which saves a ton of time. I also like how estate planning is so integrated.”
“Kubera is a one of a kind tool. I haven’t found anything that matches the ability to connect all my private accounts and all my bank accounts and give me accurate forecasting.”
“They say that you can't manage what you don't measure. Kubera is the perfect tool for that. Simple, elegant, has enough features without being too complex, the learning curve was gentle and the outputs arranged perfectly. I really like the flexibility to track all types of assets, the account linking features, and the ease of editing assets and groups.”
“FINALLY a tool that cracked the problem of wealth tracking. It's like a Google Spreadsheet on steroid that gives you enough flexibility to group your assets combined with well thought structured features.”
“Very good management, but needs better performance tracking.
Kubera is a great tool for asset management. It gives me a clear picture of my total net worth in one place, and the bank account synchronization works reliably, which saves me a lot of time. The interface is clean and easy to navigate.
However, to be a truly perfect tool for investors, it needs better reporting. Currently, a clear monthly ROI table is missing. It is also difficult to see how much cash was actually added to or removed from the portfolio versus actual market growth. Adding a breakdown of net deposits would make this 5 stars.”
“Simple to use, accurate data despite external synching issues, great service. I trust that they will grow their feature over time. But the simplicity has enabled me to take actions that were not clear to me in more full-featured competitors”
“Best product I’ve tried so far for connecting my financial life. Love the flexibility of being able to split investments, work in different FX, track crypto investments and drill into accounts for individual investments. the connectivity and uptime has been better than quicken and would recommend for anyone who has multiple accounts and asset classes.”
“I like the product but it could do so much more at a relatively low cost. Products like track your dividends and snowball are really good at projecting income. I would like to track passive income via public and private securities. On the private side I would like to put in an IRR and timeframe and have the tool estimate. I would also like it to track passive/capital losses via K1 or tax worksheets. Without these tools unlikely to renew subscription”
“Gathers your data from quite a wide variety of sources which is super useful. I used to track my wealth in a spreadsheet and I will never go back now. Kubera if you're listening please build more tools and settings for the graphs! That would be awesome”
“Fantastic net worth tracking app. I tried many (Empower, Monarch, Roi, Compound, etc), but Kubera is the best. Great UX, great forecasting, responsive team. Overall very positive experience.”
“Has everything i needed. Integrates with my broker, my bank, digital wallet, crypto wallet. Does not send annoying notifications. Does not present hidden charges or purchases after subscription. Super simple to use. Only issue i had is that integration with payoneer only works for USD and EUR, not CAD or other currencies. Very specific.”
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