Kubera is the world's most modern portfolio tracker. Track almost any asset class (traditional & crypto) in one place with Swiss bank privacy & security.
“Pretty good experience on Kubera. I'm hoping to see more complete features set and integration with exchanges/banks in the future that would allow me to only use Kubera to track my assets. Currently using Delta app on mobile to compensate. The individual asset data is more complete there (manual or imported transactions, metrics, more financial information in general regarding a specific ticker,...)”
“Kubera is easy to use and provides a clean summary of assets. Further ability to analysis/see data according to different breakdowns would be useful - eg group according to asset classes as well as currencies.”
“Kubera is a thoughtful platform that presents your financial household in an appealing graphic format. It connects to most brokerages, banks, and even custodial crypto accounts - which is great. Tracking your IRR is a great feature that allows you to keep track of your true rate of return on investment. Kubera also allows you to reorganize your assets into 'groups' of your choosing, thus 'like' assets can be grouped and freed from an 'account-based' organization. I hope that future updates for Kubera allow it to sync more seamlessly with Ledger Live.”
“Kubera has a very clean and minimal interface and it's exceptionally easy to keep track of ALL your assets and debts. There have been some difficulties with the crypto connections (especially due to the acquisition value being erased with updates), but this is mostly because of errors from the integration API providers. The support provided by the Kubera team is quick and helpful in addressing any concerns.”
“Overall I have been quite satisfied with Kubera and have recommended it to many people. In particular, I have been impressed with the customer service quality and speed whenever I have had a question or issue to raise.
I rate 4 stars rather than 5 because I would like to see more visualizations (e.g., similar to what's on the net worth page, but for certain slices rather than the full portfolio) and also better breakdown of how much the changes over time are due to price changes (i.e., asset appreciation / depreciation) vs. just purchasing additional assets.”
“Great app to have a general view onf all your assets and investments. There are constant updates and improvements; and they support service / engineers has been very reactive the couple of times I have reported a glitch.
Looking forward to have more visualizations of the data.”
“Overall very happy with Kubera. Fills a need that I haven’t found elsewhere. And very easy to use.
I have had several issues trying to sync accounts and currency conversion errors. Either finding the brokerage/bank in the first place or once connected, the sync drops constantly. This has been improved/fixed over time and the Kubera team has been very helpful and responsive. But I continue to have issues. I am based in Canada which I believe is part of the issue. It does seem like Kubera team has plans to fully resolve this,
Keep up the great work.”
“Really like it - for some reason some bits aren't perfect - e.g. my Vanguard integration works on some accounts but not others, so I've been updating manually.
Additionally it'd be great if ada (Cardano) wallet addresses could be added from a crypto POV.”
“I like the platform in terms of viewing my portfolio's overall performance and grouping asset classes together. Overall it is easy to use and intuitive”