“Overall pretty good, but quite a few things that could be better.
- Better crypto network coverage for wallet tracking
- Easier manual cost basis updates (ie would prefer easier flows on purchase / sale of assets)
- Custom integration, would be nice to develop simple automation on my end, that keeps positions updated on kubera”
“I've been using Kubera for a while now and I have to say, I'm really satisfied with this tool. As someone with a diversified portfolio, I’ve always struggled to keep track of all my assets in one place. Kubera changed that for me. It’s an excellent platform for anyone who owns a wide range of assets—from stocks, crypto, real estate, to bank accounts and even collectibles.
What I appreciate most is the sense of control it gives me over my finances. With Kubera, I finally feel like I have a clear overview of my net worth at all times. The interface is clean and intuitive, and adding or updating assets is very straightforward. The ability to track everything in real time makes it much easier to make informed financial decisions.
If you’re looking for a reliable solution to manage a complex portfolio and want to feel truly on top of your finances, I highly recommend giving Kubera a try. It’s definitely made my financial life much more organized and stress-free.”
“Kubera is capable and beautifully organized, with exciting new features constantly being added. It makes tracking diverse assets very convenient. It's just a pity that there is no native mobile app.”
“Set up is easy. Seems like a secure site which is important due to the nature of the financial data it holds. Kubera gives you a concise valuable snapshot of your assets such as an individual stock even though they might originate in different accounts.”
“I get more value from my Kubera subscription than I do from any other software I have ever used. The connectivity, the clarity, the big picture, the looking ahead - it is all so dialed with Kubera and I am very thankful for it and have been glad to recommend it so many times.”
“This has been a huge simplificaiton of our finances and enables easy tracking of both traditional and alternative investments. It's very simple to set up and monitor.”
“Kubera is an outstanding asset management app that lets you track all your investments—stocks, crypto, real estate, bonds, and more. The support is super helpful and often responds to and resolves my feedback on the same day.”
“I’ve been using Kubera primarily for wealth tracking, and overall, I’m really happy with it. What I like most is how clean and simple the interface is — it gives me a clear snapshot of my entire net worth without clutter or distractions.
It’s not built for budgeting or daily expense tracking, which is fine by me since I use it purely to monitor the bigger financial picture.
It’s a paid service, but for me, the value it provides in giving a consolidated, up-to-date view of my finances makes it worth it.”
“Excellent platform, it’s the only one that actually handles all of my needs (especially DeFi and manual granular support of unsupported accounts via Plaid / MX)”
“ChatGPT integration is awesome and I didn't even know Kubera offered that when I signed up.
Clean interface.
My work 401k isn't fully vested but with Kubera I was able to enter the shares actually owned to get an accurate representation of the assets I actually own.
Love the crypto integration.”
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