“I like Kubera because it provides a one stop summary of my portfolio which consist of stocks, crypto, real estate and precious metals. The current view as well as historical performance is extremely helpful. More ability to make updates via the mobile app would be nice.”
“If you have a mix of private and public investments, if you want to track rents, distributions and other income from various private investments, if you have multiple investing, You will live Kubera. Have you been frustrated by Personal Capital, quicken and other tools? Give Kubera a try...I think you will love it. It also will give you piece of mind if something happens, your heirs will have everything organized in one place. It keeps getting better and better”
“Kubera, in my opinion, is the best multi-currency financial wealth tracker app on the market and I’ve tried many!!! I had no problems connecting to all my banking/investment accounts. The app is very intuitive and allows for multiple portfolio tracking. Kubera is constantly upgrading its app to include better functionality and reporting. Customer service is very prompt with its replies and resolution suggestions. Extremely happy with is this app!!!”
“So much better than manually aggregating all this stuff in Google Sheets!
3 big advantages:
1. It's automatic, so I don't need to log into everything every month and update values.
2. It handles multiple currencies well, which are hard to track diligently in a simple spreadsheet.
3. It makes it way easier to look through history instead of the point-in-time snapshot you get in a spreadsheet.”
“I've used every personal financial tracking tool out there (Mint, Personal Capital, YNAB, etc). Kubera gives me exactly the information I need, and lets me organize it into meaningful groupings the way I need it. And I love how they integrate with multiple financial data providers in the backend, which solves the problem of constant broken connections to institutions that plague other tracking tools. I highly recommend Kubera. The only missing feature on my wishlist is direct access to transaction level data, but what's currently in the product works extremely well.”
“Kubera is great, it shows me an uncluttered and simple-to-digest view of my net worth.
This is not necessarily a Kubera issue, it's a bank/institution issue, but my biggest problem with Kubera is the same problem that all of these types of services suffer from, which is the constant re-entering of credentials for various financial data.
The connections to my financial institutions seem to fail regularly and require reviving. This results in a slight "distrust" in the data I'm viewing.”