Kubera is the world's most modern portfolio tracker. Track almost any asset class (traditional & crypto) in one place with Swiss bank privacy & security.
“First and foremost, this package has been a huge gift to our marriage. It offers a low maintenance way for us to see the complete financial picture of our partnership at anytime. We spent an afternoon together setting it up & we are now able to make intelligent financial decisions without spending a lot of time (that we don't have) creating & updating spreadsheets and trying to pull up information from every bank, credit card, etc that either of us uses. Some institutions don't make it easy (or possible at all) to share information with a partner so this has been a wonderful way around all of that.
If you are a business owner who has to sometimes provide a personal financial statement to banks or investors, this will save you tons & tons of time & you will wonder how you ever got by without it.
We have used personal finance software in the past & found it very difficult & time consuming to keep up with the mounds of tedious data.
This program is sleek & easy to use. The one weak spot is the various third party connectors to the financial institutions, but this is not really Kubera's problem. It is an evolving area that will no doubt see improvements as time goes on. There are some connections that are flawless & others that need babysitting but this is still very manageable compared to entering transactions in a traditional bookkeeping package.
We have found that the ROI calculations are better than any other tool we have looked at. We like the approach of tracking the amount invested vs current asset value; rather than trying to track individual dividends, capital gains, etc.
In summary this is a great tool for people who are focused on their overall net worth instead of budgeting (tracking miniscule transactions). They are continually making improvements and we look forward to what they will come up with next. A big 'Thank you' to the developers at Kubera for an outstanding concept & implementation. We highly recommend this package!”
“Kubera is my go to place for my finance aggregation. Previously I had used Personal Capital, but since I've moved to Kubera, it has made my life much easier. Kubera offers a wider variety of institutions (that work) to connect with. It's a breeze to handle all of my accounts in one place. I would highly recommend it to anyone looking to quickly aggregate all their financial information.”
“Exactly the tool I needed. Gives me clear and uncluttered view of all my assets in an easily accesible view from my PC or Phone. Very much like the ability to also share net worth with my spouse. Customer service is excellent and very responsive. They also added some new features that I requested for.”
“Someone finally made an asset tracker that strikes the balance between high-level views and details. I love the daily emails with the biggest movers in my portfolio, and the flexibility to organize things how I want.”
“I was a dedicated Mint user and evaluated several alternatives and chose Kubera. Connectivity to sources are plentiful and support is amazingly responsive.”
“I've been using Kubera for a few months and I'm very pleased with how it works. Previously, I used an insurance platform to keep track of our net worth. I continually had to reconnect accounts because the balances weren't updating. I tried to use other programs like Empower or Blueleaf, but they didn't include life insurance products. With Kubera, I include everything. I especially like that I can add assets held under foreign currencies and I can decide how to categorize everything. Kubera also continues to improve their capabilities. They recently added the ability to classify assets as taxable, tax-deferred, and tax-free. Now I can view our net worth the same way our financial advisor does without having to manually calculate those categories. I've been very satisfied with Kubera and highly recommend it.”
“Very Simple yet innovative approach to personal financial management. Great visuals, and a very easy week to keep on top of your investments from multiple places at once.”
“Convenient for tracking net worth. Historical values are shown graphically and are not available in tabular form. Links to data sources break periodically and have to be renewed. Relatively expensive.”
“Kubera has been a great product to visualize not only the present but also the future state of various assets in a single place. Support is responsive, product is easy to use, and visualizations are insightful.”
“I tried many, many other services. This one was the best for my requirements. Easy to understand, easy to maintain the data accuracy, and dashboards are insightful.”
“I was an avid Intuit Mint user since 2009 but when Intuit announced that Mint was being shutdown I looked for alternatives that would give me a similar view of my net worth. I was very pleasantly surprised by Kubera. Not only does Kubera replace all the capabilities I had with Mint but, it also made it possible to track my syndication investments as well so I have a holistic view of my assets. Kubera also has more stable connections with more accurate data imports. I've been very happy with my move to Kubera.”
“Fantastic personal balance sheet software!
I am at the point where I don't really want/need a *budgeting* software, but I do want to keep track of my "personal balance sheet"/net worth in one convenient place. Kubera is awesome for this. 10/10 highly recommend.”
