Kubera is the world's most modern portfolio tracker. Track almost any asset class (traditional & crypto) in one place with Swiss bank privacy & security.
“Kubera is a must-have tool for any individual or financial professional who wishes to have total insight into their portfolio. It offers an all-in-one solution that allows users to track assets, liabilities, and net worth across multiple accounts and asset classes, including bank accounts, investment portfolios, real estate, and even cryptocurrency. The interface is sleek and easy to navigate, making it accessible even for those who aren't tech-savvy.
It connects seamlessly to financial institutions worldwide, updating your data in real-time. You can also add investments manually. Kubera also provides insightful reports that help you understand your financial health at a glance, so you can make informed decisions quickly.
What really sets Kubera apart is its flexibility and customization. You can add various assets beyond typical investments—art collections, private businesses, and vehicles, for example—making it incredibly comprehensive for those with diverse portfolios. The platform is also great for long-term planning, offering tools for tracking the appreciation and depreciation of assets over time.
Overall, Kubera.com is an excellent choice for anyone serious about financial organization and wealth management. Their documentation and support is excellent, too. Kubera's blend of simplicity, robust features, and security makes it a must-have tool for today’s financial landscape. I highly recommend it.”
“This is a good product and close to being great. Some small frustrations lie in accounts with cash and investable assets not being represented correctly. Also, the daily email will show my Fidelity account value moving up or down in the amount of each trade. I believe in Kubera and will remain a customer for the foreseeable future.”
“I love using Kubera to monitor the trajectory of my net worth. It's calculation of IRR is particularly useful as is it's future scenario planner. I wish I knew about it sooner! Highly recommend it!”
“Very impressed with Kubera, no other platform has come as close to being able to automatically import and track as many of my assets. Thanks for a great tool!”
“Love the app—really well thought-out user interface. Had a question about syncing and support answered within minutes. On a weekend evening, no less. (And with the right answer!) great having everything in one place.”
“Overall, I love that it connects with many different financial institutions and that it’s configurable. Would love the mobile app/experience to not only be read only.”
“Kubera has become my financial compass. It simplifies my net worth across personal finances, business investments, trust funds, share portfolios, property, loans, credit card debt, foreign currencies and can do much more beyond my own needs. Kubera tracks my wealth daily through live feeds without any input from me. The reporting features are informative and the team keeps adding new features. I highly recommend others to try as it is simple and easy to use and the results are obvious day-in / day-out. I wish Kubera had existed years ago.”
“Kubera has truly set a new standard in personal finance software. The user interface is nothing short of exceptional—clean, intuitive, and incredibly easy to navigate. It's clear that a lot of thought went into the design, making the experience both visually appealing and highly functional.
What impresses me most is how streamlined and efficient the platform is for tracking personal net worth. Everything is laid out in a way that makes sense, allowing you to see your financial picture at a glance without getting lost in unnecessary details. The integration with various accounts and assets is seamless, ensuring that all your financial data is up-to-date and accurate.
Kubera has made managing finances a pleasure rather than a chore. It’s a game-changer for anyone serious about staying on top of their wealth. Highly recommended!”
“I like it very much. Easy to use.
What could be better:
-more scenarios to play with (inflation, market shock, etc.)
- look through real asset allocation across all holdings
- bank integration in Europe/Switzerland”
