“I used Personal Capital (Empower now) for the past 8 years and just switched to Kubera. I really like that Kubera offers multiple connectors (Yodlee, Plaid, Mastercard) to connect to accounts - I had issue connecting with my Fidelity account on Personal Capital but with the multiple connections on Kubera, havn't faced the issue. Also, I really like some of the customization features that Kubera offers - ability to compare growth in net worth and investible assets to benchmark indexes like Dow, S&P; or looking at the distribution of net worth between different asset classes.
Personal Capital does offer more views and sectoral analysis of the portfolio so there are some cons to Kubera. Plus it is a paid product vs Personal Capital which is free :)”
“My experience with Kubera has been largely effortless, aided by its user-friendly interface. The process of connecting accounts from my various financial institutions was straightforward, saving time while ensuring accuracy in tracking assets.
The platform has consistently provided daily updates on the performance of my portfolio, contributing to a clearer overall financial picture. Kubera's dashboards are thoughtfully designed, balancing aesthetic appeal with functional insights. Despite being data-rich, the dashboards are easy to interpret, offering actionable information to aid in financial decision-making. In a nutshell, Kubera offers a blend of simplicity and insightful updates, making portfolio management a more accessible and informed process.”
“I’ve been looking for a tool like this for 20 years. It is a great simple way to track net worth. The fact that they went through the effort of supporting all the different aggregation platforms shows that they are serious. Well done Kubera. I have recommended to all my friends and advisors.”
“SInce I started using Kubera, It has been so easy to mange and monitor all my assets. Another big pro is the support they have, very responsive and highly professional. The best asset tracker in the market!”
“I love the simplicity and organization of financial information. I have used Mint for many years, but Kubera is more powerful, from a holistic viewpoint. I also like the ability to attach files to accounts and designate a beneficiary for the information, so you have peace of mind that your financial information will be passed on accurately if something happens to you.”
“I’ve been looking for a product like this for a long time. It allows me to monitor bitcoin, real estate, and my other investments in one place without serving up data to third parties.
I’ve been able to stop manually updating my net worth spreadsheet and it’s given hours back to my life.”
“Kubera is the best wealth and investment tracking tool I’ve ever found. It’s robust enough to hand most asset types - including angel investment and LP commitments. I’ve recommended to several friends.”
“This is exactly the tool I was looking for! I have been creating Excel sheets to try and track everything, and it took a ton of time and made it quite frustrating. Kubera is easy to use, connects with the most important types of assets, and actually makes the task enjoyable. Only thing I would suggest is to add new integrations with alternative types of investments: wine, NFTs, art, etc...
Keep up the great work!”
“Kubera is an excellent portfolio tracker and wealth management platform that is definitely worth checking out. One of the standout features of Kubera is its seamless integration with various banks, investment brokers, and credit cards, making it easy to track and manage all your finances in one place. The platform's user interface is intuitive and easy to use, even for those who are new to portfolio management. Overall, if you're looking for a reliable and user-friendly portfolio tracker and wealth management platform, Kubera is definitely worth considering.”
“A beautiful, versatile tool for tracking your net worth over time. Good integration with existing accounts, for automatic updates, plus support for manual updating for accounts where automatic updates are available. Great reporting capability as well, for focused reviews with a spouse, clients, etc. Well worth the money to eliminate manual tracking.”