“Kubera has simplified how I quickly assess my blance sheets. I used to only do this once per month because of needing to pull data form so many sources. Now it is automated and I see a new and accurate snapshot every day. I highly recommend Kubera.”
“Kubera is proving very useful to keep an eye on all of our assets in one convenient place. Kubera is easy to to setup up and connect with our various accounts. We recommend Kubera for someone who is looking to simplify the monitoring their financial life.”
“I was truly lost before Kubera and my finances were tracked in multiple places. Feels good to finally have a holistic picture of everything that's easy to update and configure.”
“Very pleased with Kubera at this stage. Very easy to link all us assets and look forward when overseas bank accounts and property can be loaded other than manually. Still exploring all capabilities”
“Kubera has been an excellent tool for getting a clear, consolidated view of my finances. The interface is clean and intuitive, and it makes it easy to track everything, from traditional accounts to more complex assets, in one place. I especially appreciate how straightforward it is to keep things organized without unnecessary clutter. It has become a reliable source of truth for my overall financial picture.”
“Good tool for my primary use case which is estate management with Google Gemini and with custom software written to use Kubera's exports for capital gain, tax, income, and other what-if and forecasting tasks. Most of my problems with usage involve brokerage platform (e.g, Morgan Stanley, etc.) inaccurate or misleading data via the JSON file generation. In future, hope that Kubera will take steps to increase LLM interactivity and allow Kubera to become a "system of record" not just for financial providers but for third parties importing data back into Kubera to correct issues.”
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