“I used Mint for eons, mostly for transaction tracking and some net worth. Now I use copilot for "where does my money go on a month to month basis" but pretty much exclusively use Kubera for net worth tracking.
It's an awesome platform, simple and powerful. I like it better than Addepar, which is the 800lb gorilla in the private wealth space (Addepar is the back end for most wealth managers, including mine). I like Kubera's UI and insights better, and the ability to set up different scenarios is really powerful to help make big decisions (second home, investments, college savings, retirement, etc.). I believe it's forecasting runs monte carlos analysis if you want to go deep.
It tracks private investments well too - pre-IPO stock options, PE investments, crypto, nested portfolios (e.g. if you have a trust or estate that maintains it's own assets)
It's WELL worth the $199 a year. You get what you pay for.”
“Kubera has quickly become part of my morning routine. No other app syncs with my variety of account types in multiple currencies with consistency. Moreover, the clean look and feel brings peace of mind and a positive vibe, even on days when some numbers don't look as good.”
“Have considered and explored multiple options in this space and the combination of a slick UI, many details and granularity all packaged into a highly effective interface sealed the deal. It’s a great value and I’m happy with my decision.”
“Kubera is a great asset tracker that provides features not found in quicken. Specificaly it connects to a wider range of accounts, provides a JSON file that can be intergrated into AI apps to aid in planning and reviews. I've found this to be the best app for a holistic view of my portfolio without haviing to make manual updates.”
“Easily one of the best apps for tracking wealth. There are many "budgeting apps" around but Kubera does a great job of seamlessly connecting to your various accounts to track both debts and assets. Very clean and simple UI, visually appealing. Will continue to use their product.”
“Kubera Black is an outstanding wealth management platform; powerful, intuitive, and secure. It seamlessly aggregates multi-currency portfolios, crypto, real estate, and alternative assets into a single dashboard. A must have for serious investors seeking clarity, control, and smarter decisions.”
“Kubera is an amazing all-in-one wealth tracker. It’s clean, easy to use, and lets me monitor all my assets — investments, real estate, crypto, and cash — in one place. The insights are clear and powerful, making financial tracking simple and effective. Highly recommend!”
“One stop shop to house (and house well) all of your financial information from any/all sources. Have not found anything else even close available direct to consumer.”
“Kubera is a sleek, all-in-one portfolio tracker that’s great if you’ve got a mix of assets (stocks, crypto, real estate, even collectibles), I would definitley recommend!”
“Absolute amazing tool that provides what many much more financial planning tools at a fraction of the cost. Greatly appreciate interface, ease in connecting accounts, AI tools, and ability to see comparisons to other users.”
“I love Kubera! The daily email check-ins on my net worth keep me accountable and aware of my finances without overwhelm. The interface is clean, seamless, and intuitive — it makes tracking wealth feel effortless. Easily the best tool I’ve used to stay on top of my financial picture.”
“I was looking for a good tool to keep track of my investment and cash and Kubera was the easiest one to use and setup. It just works! Nice and smooth”
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