“Very good platform to track your net worth and make precise projections in the future with nice visuals. Good overview of assets and easy to add them and bank accounts. Sander”
“Kubera is a great tool for tracking your net worth and forecasting your future net worth based on various scenarios. It can send you a nightly email showing how much your investment accounts have changed in value, which I like to see to keep tabs without manually tracking market dynamics. It also can send your portfolio to a trusted contact in event you don't log in for a certain length of time or reply to various warning emails.”
“I love the simplicity. It’s really flexible but with the right “smart” features that make the app ideal for varied usecases in international context and even modern usecases like crypto or LLMs support are added quickly.”
“Really helpful product. Seamlessly pulls in data from multiple financial institutions and lets you keep note, store return history, and group assets by type. Goodbye inefficient and impossible-to-update spreadsheets. Thanks Kubera!”
“I've been impressed so far. however there are some challenges. I need to update the bank accounts on a regular basis by entering the user name and password often. some of the securities are not available. for the large premium we r paying, I am sure kubera will continue to add more features. it would also be great if it can provide some advisory reviewing clients portfolio”
“Easily the simplest way to track your personal wealth. I've used a bunch of tools and manual spreadsheets and nothing compares to Kubera. I especially love the ability to integrate it (via data export) with a customized ChatGPT project that has become my tough-talking AI personal finance manager and keeps me on track and on-target with my financial goals.”
“Everything else was always so detailed… stuck at the 500-foot view. I needed something that operated closer to 50,000 feet. Not transaction tagging or bill tracking, but a true bird’s-eye view of our entire portfolio. One that could be easily understood by both our family accountant and the grandparents at the same time.
Kubera is exactly that — and I love it.
It’s become an instrumental bridge during our monthly money meetings, helping us stay clear, aligned, and focused on the bigger picture.”
“I was looking for a flexible, well connected, and fast tracker for Net Worth and assets and found Kubera after some searching. I found others as well and tried several and settled on Kubera. Their system was the most flexible, it was fast, and the connections worked very well.
I give them 4/5 only due to the pricing, the experience, app, and capabilities are exactly what I needed. They're quite a bit more expensive than the competition and some of their more unique features are locked behind a pay upgrade that's 12x more expensive. At the base price it should just have all those extra features to justify the price.
I understand the target audience may be high net worth individuals (though it works great for anyone), but most of them got there by being financially prudent.”
“Kubera has become an essential tool for tracking my personal wealth — it's intuitive, powerful, and incredibly well-designed. Everyone I've shown it to has subscribed immediately. I plan to use it for a long time.”
“The only thing that drives me nuts is that I spent 2 years tracking my net worth without Kubera. My complaint would be that they didn’t market hard enough to make me aware of it sooner, lol. It’s a game changer.”
