Kubera is the world's most modern portfolio tracker. Track almost any asset class (traditional & crypto) in one place with Swiss bank privacy & security.
“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”
“I love how Kubera pulls together my accounts from Canada, the US and crypto.
Removed one star because I am concerned about the reliability of the service. Often hangs my browser tab and seems to take forever to do anything I click on.”
“I like Kubera, it gives a very synthetic view of all your assets and is very well suited to the needs of HNWI. I think it's still missing too many real time connections with banks as well as funds and shares. This is probably a European problem and most of my assets sit in Europe.”
“This is a good platform that needs some minor improvements in order to be my primary financial management solution. Data for certain institutions is frequently incorrect, and there is insufficient flexibility in the Fast Forward scenarios solution to be really useful. I like the simple UI and data viz particularly relative to far noisier platforms.”
“Some of the forecast features feel limited and/or contradictory. When I add in a rule for my public employer RSU grants, every time I log in it "forgets" what stock ticker should be linked to the grants. Similarly, I can't separate the grants, I have to treat it as a monolithic grant.
Otherwise I generally like the product.”
“Nice interface. Has all the financial info.
Importing can be clunky, and at times certain things drop off, and have to re-establish.
I also wish it would import individual transactions in order to keep track of spending. But also to be able to create custom labels for home budget analysis, and tax purposes at the end of year. I still have to use Quicken for that. Ideally there would be just one platform that does it all.”
“I enjoy the Fast Forward and Recap features and connectivity tends to be excellent. I wish the net worth graph looked more like the Empower Personal Capital one, more exact instead of wavy, but that's an aesthetic choice. I do think this service is about $50 too expensive but figured it has been fun to use for at least the one year I've committed to. Hopefully newer features are added so the service is more worth the $150 price tag.”
“It is nice to be able to track all of my financials in one place. There is a lack of a certain amount of editablility, but otherwise it is very helpful.”
