“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.”
“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.”
“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”
“So far my experience with Kubera has been OK. I had a significant hick up related to the different types of connections and duplicating accounts when reconnecting a bank, but Umesh was wonderful and helped me fix the issue right away. Customer service has been great, which I really appreciate.
I don't give it 5 stars because there are still a few institutions Kubera can't connect to so I am required to do some manual work. Ideally, we should be able to be fully automated.”
“I think Kubera is a big step forward for investors that have a large private portfolio and want to track those investments in an accurate way over time. However, I think there are some simple additional things Kubera can do to improve some elements of the account aggregation snapshot. Namely, better "tax status" of accounts (taxable, tax deferred, AND tax free (i.e. Roth IRA's) ). Better visualization of holdings across exposure type and (improved) tax status. Aggregated IRR by grouping when possible. More flexibility re: performance time period selection, i.e. specific dates, number of days, months, years, to better line it up with market benchmarks. I would love to talk to someone and Kubera as a test case to help improve your product. Thanks for asking. Andy Dudley”
“Categorizes many different accounts and assets effectively, as differently as you want. Allows read-only sharing, which is very helpful.
Not a spending tracking tool.
The forecasting is a bit too advanced for me, but looking forward to trying and figuring it out.”
“It's a good product for what it does. Replaces the excel spreadsheet. Love the IRR calculator built in, although it seems buggy. REALLY DISLIKE that they have access to my actual data.”
“Overall, it was a great experience using the system. However, some improvements need to be made, especially in the scenarios front and the bank connection expansion.”
“Great tool overall, nice seeing all my stuff in one spot. Could def improve on real estate accounting, since it wasn't the most intuitive to get all the interest rates / payoff schedules set up. Otherwise pretty solid”
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