“I like the simplistic interface of Kubera. The Excel-like data entry is simple and easy to understand, while the charts show the views that you need for your finances.
I use other tools like YNAB and Monarch Money for my money flow (budgets), while Kubera gives me the net worth (snapshot) and future projection views.
Another neat feature of Kubera is the ability to inform your family members about your portfolio and insurance in the event of an unfortunate incident.”
“Kubera, more than any other finance app that I’ve used, helps me track the day to day and longer term trends in my financial picture. The best part is that it “just works” and is endlessly customizable. It also has multiple options to connect individual accounts.”
“I have been very happy with Kubera. I have been looking for a pure Net Worth Tracker and finally found a great one in Kubera. The other net worth trackers could never keep the connections with the banks and keep my net worth updated. Any issues with Kubera is fixed promptly and with quick communication from their tech support. Would recommend to anyone who is in need of a Net Worth Tracker that just works.”
“Excellent technology for managing a range of funds including liquid funds and those with capital calls. Also appreciate the ability to flick between currencies”
“Having a consolidated view our your portfolio of assets is game changing, time saving, and insightful. I've been looking for this for far too long -- Awesome product!”
“Best I've found! Switching from spreadsheets to Kubera has been great. It auto-updates data, lets you track historical performance and forecast with custom assumptions. It gets better with more data and now integrates with ChatGPT.”
“I’ve used various apps to try and track net worth across all accounts and non have worked as well as Kubera. Kubera has met our need and is very user friendly. It has been fantastic to use.”
“Beautiful software that elegantly tackles a hard problem. I used to update a spreadsheet manually a handful of times a year. This exercise would take up to 30 minutes and be a snapshot. Now I have perfect visibility into my financial health at all times.”
“I appreciate how Kubera offers a variety of options to connect bank accounts from different countries, and how sleek the UI/UX is. I wish it would look at historical transaction data when accounts are connected, not just the current balance. It would be great to see how all the investments I made in the past performed over the years.”
“One of the best platforms to manage wealth and assets. Customer service has been fantastic. The platform is easy to use and full of relative information.”
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