Kubera is the world's most modern portfolio tracker. Track almost any asset class (traditional & crypto) in one place with Swiss bank privacy & security.
“Simple to use and powerful net worth tracker. Links well to most banks and brokerages, as well as handling crypto transactions. Sometimes links break and need updating regularly but apart from that has all the main functionality needed to track performance of assets, debts and aggregate net worth”
“I've used Mint, Personal Capital, and Spreadsheets to help track my overall financial picture. This solution has many features that set it apart. Its focus on Net-worth vs transactional budgeting combined with its simple (KISS-Keep it Simple Stupid) design makes everything intuitive. At a glance, I get a view of my net worth, cash on hand, and liquidity. I can organize accounts in a way that makes sense to you as the consumer. This customizability of the UI was a benefit to me. I don't need detailed budget tracking and got tired of constantly trying to train other software what was a Gas vs. Grocery Transactions, so the categories were relevant. Support has been amazing, too, as I've had a few small connectivity issues, and the team always responds within a few hours. Kubera has carved a niche for itself that focuses on big-picture finances. It includes crypto central exchange integration, and the most significant part it allows you to enter the symbol, a ticket for stocks, and crypto with a quantity, so your values are always calculated in real-time.”
“The customer service is responsive and they have one of the best span of connectors in the industry.
I open Kubera nearly everyday to follow what's happening in my portfolio”
“Really great - I have a number of international accounts and this is the only platform I have found that could integrate them all! It is just costly. I live in South Africa so I am sure that is not expensive to other regions but I would suggest having different pricing options based on your location. I have recommended it to several people but all are hesitant because of the cost”
“Kubera integration with top financial providers like Plaid and your ability to accurately determine the world of crypto assets such as NFTs allows me to have a holistic view of my assets all from one page. My one suggestion is to offer more tools for equity tracking like Compound has built for Founders/Startup people.”
“If you like logging your net worth in spreadsheets and generally are a data nerd, Kubera is a no brainer. It simplifies a lot of the complexity of managing your own spreadsheet to track your wealth in a clean interface.
Having a financial presence in two countries, I absolutely love the flexibility Kubera gives me with storing assets in various different currencies with the options to view . Clearly, this app is built by people who get the complexity of understanding where your assets are across countries.
I would say that Kubera is essentially YNAB but for logging your net worth. I use YNAB to manage my daily budget, and I am delighted to find Kubera to track my net worth.
The application is quite polished already, but I do have some feature requests:
- A native mobile application would be great.
- Tracking asset values based on purchase date, purchase currency and variations in exchange rate would be nice (the ability to set exact purchase currency and view fluctuations of asset value with currency exchange rate fluctuations when the interface’s currency is changed).
- Graph Visualizations can be improved a lot. I would appreciate more detailed and precise historic graphs over the approximated curve that we have today.”
“Having all of my financial information in one place has been wonderful. And the Kubera interface makes it very easy to navigate and understand what I’m seeing. Kubera has consistently loaded up without any technical issues. I would highly recommend.”
“Kubera has masterfully created a UI that doesn't get in your way and surfaces the information you need in such a refreshing manner. Customer support is second to none with near realtime responses to any concern.”
