Kubera is the world's most modern portfolio tracker. Track almost any asset class (traditional & crypto) in one place with Swiss bank privacy & security.
“Overall the platform is great. Very pleased with the ability to track a variety of asset classes and allocate them to different categories. The breadth of integrations is also really strong; particularly international assets. When I relocated internationally, the previous platform I used (major US platform) no longer met my needs and Kubera stepped in to fill that void. That being said, I still see a couple of significant gaps. First, the reporting is pretty terrible and outside of the roll-up, there's no material way to report on trending groupings valuation over time. Second, there is no mobile app / interface, so if you're interested in looking at a particular account (crypto is a good example where this might be important), you need to be at a desktop / laptop. These are pretty significant misses given the fact that it's a very expensive paid service, so hopefully these improve soon. As it stands, it's a great place to see the value of individual assets and your overall portfolio value...”
“Easy to set up and manage. Bank feeds for some accounts don't work, unfortunately, but for the most part, they're pretty robust. I wish there was a tax view where I could see cost basis and where assets were held between taxable, tax-deferred, and Roth.”
“I have so many “ exotic” investments that my family doesn’t know about. Kubera gives me peace of mind that should something unforeseen happen to me the assets will not be lost.
Would REALY love it if it worked a bit more like an accounting program. I sold a hotel and just had to delete it. Also would be good to know which investment are paying off, and would LOVE it if I could generate tax gains and losses, which are particularly hard with crypto currency.”
“Kubera allows you to connect to all your financial accounts everywhere to get a holistic view. They use multiple financial aggregators and have a lot of coverage so it is quite likely that your accounts are supported, even if it is international or crypto!
They are still growing and adding new features very quickly. I’m holding back one star for when they add more analytics or an API which will take the usage of their product to a whole new level!”
“Helped a lot managing and checking my finances. Loved the simplicity of the graphics and overall use - I just don’t give 5/5 because I would love to check my holdings on the go (with a mobile app) and I found some difficulties trying to connect a business bank account (however, I believe that’s directly an issue with my bank, not Kubera, so there’s that). Other than that, 5/5! Loved it and reasonably priced.”
“I'm very happy with Kubera's web-based functionality. It's the first online platform I've used that reliably updates my accounts and its simple and intuitive UI is effective. Only room for improvement would introducing a smartphone app.”
“Quite useful overall to track for people with a lot of different accounts (cash bank accounts, crypto, standard shares portfolio etc). Some of the functionality needs to improve though (better portfolio tracking over time, portfolio drill-downs, contribution of asset buckets/classes to performance etc, separating out portfolio returns from monthly savings from other income)”
“Kubera is a great service to consolidate all your financial assets and get a bird-eye view of your financial situation. The only reason I'm giving a 4 star review is that, I frequently have issues with stale information shown to me for a couple of my accounts. Other than that, I highly recommend the tool to everyone that care about their financial health.”
“Very solid platform for accumulating all your assets into one place. As you would expect, they were a little weak on Crypto assets but have made recent upgrades which seem to solve a big chunk of the weakness.”
