“Great so far, few suggestions:
-for some reason, some accounts need to be manually refreshed sometimes (IBKR for example)
-would be nice if asset or net worth page had a pie chart of holdings by symbol instead of just by account. Basically take the table already given on the right and include a pie chart of that.
-would be nice to eventually include time-weighted returns and benchmark comparison for liquid assets (basically just assets inside brokerage accounts)
Great job so far, looking forward to the mobile app!”
“Very clean and easy to use interface. I've noticed that some of the data from the connected accounts doesn't update even when refreshed. So some data isn't real time. But other than that, I like the capabilities of the product.”
“Suggestion: add the ability to input a purchase date for a given asset and also allow for tracking changes in valuation of an asset over time... by doing so one can know whether it is short-term / long-term (or in case of startups, if have held for 5yrs and thus may be QSBS eligible)... and also have a column which automatically calculates the unrealized or realized IRR Perhaps also versus S&P 500 & Nasdaq -- this would make Kubera super useful not just for heirs but for me right now! Thank you, D.J.”
“Very promising for a fairly new product vs Personal Capital and Mint for pure uncomplicated net worth tracking. Surprisingly good crypto support. Looking forward to seeing where it goes. Well designed minimalist layout makes it easy to input everything fairly easily and track it going forward. Got a few teething problems, mainly connection issues that you would probably experience on other platforms anyway, but I'm willing to work with it and see how it develops. Needs a mobile app or web app, but that is apparently coming.”
