“Kubera has honestly changed how I manage my finances. It pulls everything together stocks, ETFs, bonds, VC and real estate in one clean, reliable dashboard. Highly recommended for managing diversified portfolios.”
“Allows me to aggregate all my financials. Some of the accounts too some time to link but it’s not the fault of the app. I really like the forward and how the future may look given certain parameters.”
“Its a great platform on how it pulls together the streams of the various assets incl. multi-currency and hard assets eg gold. The ability to create various tabs to structure and organize assets eg retirement vs others makes it also easy to sort through. The dashboards allow to assess teh segmentationa nd allocations across different financial instututions which help to make more informed decisions.”
“I have used many financial programs and apps. I find Kubera to be the easiest way to total and categorize all assets held in multiple institutions and "real" assets not held at institutions.”
“So far I'm a huge fan of Kubera as a tracker for my investments. The Recap and Fast Forward tools allow me to simulate different scenarios and consider whether to adjust my goals at for different time periods. Looking forward to seeing this service grow and become even more valuable over time.”
“I've tried some portfolio trackers and Kubera stands out. It’s easy to use and connects with almost all my accounts. I like how it handles crypto and it gives me a complete view of my net worth by categories.”
“Kubera is excellent for keeping track of multiple accounts and types of investments, including alternative investments not easy to track otherwise. Reporting by categories is flexible, although I'd like a bit more control over drilling into and manually categorizing the multiple holdings in an account. It's also my focal point for managing documents for my estate and investments.”
“This program is able to give me more information than my extensive spreadsheets. I have allocation information that would need to be researched and currently not in my spreadsheets. It is all organized and easily understood by my wife. This makes things easier for her if I unexpectedly had a health issue.”
“I have tried all of the Net Worth systems out there - this one is by far the best. Kubera is the easist to use, the easiest to synch and keep updated, and it has the most logical an intuitive interface. 100% reccomend as it is worth the price of admission.”
“Kubera offers an intuitive user experience, delivering comprehensive data and powerful tools that support informed decision-making and strategic planning. Trade order execution within the platform was highly efficient and reliable.”
“Great net worth tracker. Great user interface. Finally a place beyond excel where I can keep track of my assets and debts with daily updates, all in one clean and easy site. Highly recommend!”
“So far, so good. Support is really fast and responsive with any questions that I've had. I'm still learning the system so there are some things I'm not familiar with. 4 stars for now until I can see if it has all the functionality I'm looking for. But, generally speaking, happy with the system and much better than spreadsheets.”
“It is a great tool for Mass Afluent and HNWIs who are looking to have more clarity surrounding their wealth. It is easy to set up and seemless to administer once your bank accounts are connected. It is not a performance reporting tool, but still very powerful place to centralize your financial data for the average individual.”
“Provides great situational awareness of your personal balance sheet, but definitely takes some work to set up and categorize inflows/outflows such that you can use some of the more useful calculations like IRR.”
“Simply the best net worth tracking app out there and I’ve tried a lot of them. Allows for not only tracking, but forward looking scenario planning in a totally flexible manner. Finding the functionality absolutely worth the price and highly recommend”
English
