Kubera is the world's most modern portfolio tracker. Track almost any asset class (traditional & crypto) in one place with Swiss bank privacy & security.
“Good service and price-worthy. However, would like better UI regarding new valuations to private/non-listed assets, such as private stock. There should be an input possibility to connect a new valuation to some supporting document.”
“Really like it, but would like to see better details around asset allocation (stocks, bonds, international, alternatives like crypto, company stock options/RSUs), and retirement vs non-retirement/tax-advantaged savings. More tools to help users understand their early retirement/change in lifestyle. I think most users willing to pay for something like this vs a free option like personal capital are going to want to leverage tools that help them financially plan for early retirement or potentially changing careers to a lower stress job once enough assets are accumulated.”
“It's a really nice platform, although most of its functionality is available through free tools like Personal Capital. The new fast forward feature is nice though.
Personally I'd like to see less focus on supporting the latest crypto stuff and more on better support for funds and underlying equities etc. My ideal tool would provide better support for tax loss harvesting, and portfolio rebalancing”
“Overall, very impressed with the Kubera. It is the ideal portfolio monitoring and critical document storage site for me and the functionality is good and well thought through. Has really taken away the pain of monitoring a portfolio.
I do notice that sometimes links break but this may be third party issues.
Good product and I am happy as a customer.”
“I've enjoyed Kubera so far. I have two asks:
* Change the allocation balance to have a range tolerance. If you are within 5 or 10% of your allocation range then there isn't a warning.
* Not all of my accounts were able to be ported. That is a negative from my pov.”
“Kubera is the best tool I've seen for tracking net worth. I wish it showed more details per account (i.e. graphs of balance over time, like for my mortgage, with corresponding stats like how quickly it's decreasing). It would be nice, based on rough trends, if Kubera also projected where things "could be" (what if) if trends continue so it's more than just a tool that gives me a snapshot of today. It also "predicts" the future.”
“Kubera is great, it shows me an uncluttered and simple-to-digest view of my net worth.
This is not necessarily a Kubera issue, it's a bank/institution issue, but my biggest problem with Kubera is the same problem that all of these types of services suffer from, which is the constant re-entering of credentials for various financial data.
The connections to my financial institutions seem to fail regularly and require reviving. This results in a slight "distrust" in the data I'm viewing.”
“Kubera solved a problem that I had with regards to tracking my family’s finances. Every other product is focused on budgeting. The customer support is amazing and I have been happy with being able to see everything in one place. The reason I went with 4 stars rather than 5 is my frustrations with adoption of new mortgage connections. Due to no fault of Kubera, company sell/change service providers all the time and unfortunately I have not been able to get account connected for multiple months.
Two other features I would love to see added are better reports and potentially some projections based existing data.”
“Kubera has an excellent interface and some well-thought-out features to memorialize your assets, insurance, finance and debts. It's complemented by great technical connectivity to your accounts and reporting. Given the information you share with Kubera, security is paramount and appears to be typical. However, I would like to see some more enhancements, proactive sustained communications and documentation that will continually help assure users that Kubera is doing everything it can to help ensure the security of your information and privacy.”
“Clean interface. Linked to my financial providers better than the other aggregators I've tried. With everyone moving to MFA keeping accounts up-to-date is proving a challenge. I'd like to be able see performance graphs of arbitrary assets in stacked line graph format.”
