“I like the ease of use of Kubera which as a nice interface and you are good to go after a few moments of reading the screen, no manual required just start and you are good to go. Also great to be able to have gold and silver in the portefolio, that was indeed one of the main reasons to go with Kubera.
What i do not like so much is, that updating is not instantly but usually done until next day (for example with Interactive Broker accounts), but not so much of a big problem”
“I love this service and appreciate the integrations. The ability to see my entire portfolio in one place is amazing. My ONLY complaint is I would like a native iPhone app. I am constantly on the go, and the mobile website has very limited functionality. For this reason alone I drop 1 star. Everything else is great.”
“Kubera is the best option I've found for tracking net worth. The software is very intuitive and easy to use. My only quibble with the software and reason for not rating 5 stars is that some of my financial accounts do not update timely sometimes or the bank connection fails and I need to reestablish. This doesn't happen often but wish it wouldn't happen at all.”
“Amazing user interface and overall experience. The one annoying thing, however, is how frequently I find myself having to link, relink, or unlink bank accounts. It's not super often, but once every 1-2 weeks, I need to relink an account because incorrect information is being displayed.”
“I find Kubera very helpful in organizing my finances, and especially love the simple user interface (just like Excel), multi-currency features, focus on investment tracking (not as add-on to a budgeting app), ability to cater for international investments (not just US) and alternative investments. It would be good if Kubera could also allow users to tailor-make their own reports (not just restricted to the templates), and allow users to change mode of log-in (I initially signed in using Google account and want to switch to email+password but can't).”
“My experience so far has been very positive.
Improvements I would like to see:
- One place where I can see all of the accounts that need to be updated.
- The ability to see recent transactions for synced accounts (even if it's just read-only).
- The ability to track the wallets of more crypto altcoins.”
“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.”
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