“I love how Kubera pulls together my accounts from Canada, the US and crypto.
Removed one star because I am concerned about the reliability of the service. Often hangs my browser tab and seems to take forever to do anything I click on.”
“I like Kubera, it gives a very synthetic view of all your assets and is very well suited to the needs of HNWI. I think it's still missing too many real time connections with banks as well as funds and shares. This is probably a European problem and most of my assets sit in Europe.”
“This is a good platform that needs some minor improvements in order to be my primary financial management solution. Data for certain institutions is frequently incorrect, and there is insufficient flexibility in the Fast Forward scenarios solution to be really useful. I like the simple UI and data viz particularly relative to far noisier platforms.”
“Some of the forecast features feel limited and/or contradictory. When I add in a rule for my public employer RSU grants, every time I log in it "forgets" what stock ticker should be linked to the grants. Similarly, I can't separate the grants, I have to treat it as a monolithic grant.
Otherwise I generally like the product.”
“Nice interface. Has all the financial info.
Importing can be clunky, and at times certain things drop off, and have to re-establish.
I also wish it would import individual transactions in order to keep track of spending. But also to be able to create custom labels for home budget analysis, and tax purposes at the end of year. I still have to use Quicken for that. Ideally there would be just one platform that does it all.”
“I enjoy the Fast Forward and Recap features and connectivity tends to be excellent. I wish the net worth graph looked more like the Empower Personal Capital one, more exact instead of wavy, but that's an aesthetic choice. I do think this service is about $50 too expensive but figured it has been fun to use for at least the one year I've committed to. Hopefully newer features are added so the service is more worth the $150 price tag.”
“It is nice to be able to track all of my financials in one place. There is a lack of a certain amount of editablility, but otherwise it is very helpful.”
“This visually-appealing platform offers a wide range of financial institution support, making it a great tool to track your net worth. However, for European users, integrating a European aggregator like Yapily would significantly enhance its functionality. Additionally, customer support could be more proactive in resolving connection issues, particularly considering the subscription cost.”
“Almost great. Very good at connecting to my accounts. I do not need budgeting, but a list of recent transactions would be really helpful. I wish they were able to show simple calculations like subtracting credit card debt from my current bank account balance to display on the homescreen.”
“I'm probably not the target audience (my situation is very simple, no crypto etc) but I found kibera to be the best option out there in terms of ease of use, connectivity, and clean design. Definitely recommend it.”
“can be integrated with lot's of different banks, it took a while to get integration with one of Singaporean banks that I'm using, but nevertheless it was fixed. Support is quite responsive”
“I really like the Kubera UI and its banking integration flow - the use of different banking data intermediaries means some connections that were always flakey on other platforms are rock solid on Kubera. I just need a real iPhone app! The web app works fine, but a true native experience would be amazing”
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