“Simple but powerful tracking of financial picture. Can be built out & customized to the level of detail needed. Amazing ability to maintain API connectivity and keep accounts up to date, hard to come by compared to other financial trackers/data aggregators.”
“Very happy with this app to see all of my assets in one place. The forecast model is great tool as well to help see if my investments are on track to meet my retirement goals. Highly recommend!”
“Kubera is by far the best wealth tracking platform I've ever used. It supports the most asset classes, constantly gets new features and has a great ChatGTP integration.”
“Wonderful experience and amazing product. I love the ease of use, clean interface and integration of financial accounts. Also the weekly updates. Well worth the subscription fee.”
“I have been looking for a service like this for years and finally found it. I am able to pull all of my investments into one place and have impressive breakdown of the investments by allocation, geography and others. Kubera is very easy to setup and updates automatically. Even the IOS app is solid. If you are looking for a way to track your investments, Kubera is well worth it.”
“Kubera is a very effective wealth tracking system. It's user-friendly and powerful, and the number of available integrations with various banks and financial platforms is impressive. My main concern is with the read-only mobile version.I would suggest adding more features, such as the ability to see trends for individual accounts. Generally, incorporating more information would be beneficial.”
“Like:
- well designed software
- this has replaced my huge spreadsheet and I’m better for it
Dislike:
- when data fetching fails (they often do)
- new cohort comparison feature - not a fan”
“It's a convenient way to have a net-worth snapshot - I can't think of any other platform attempting thing; still early days though, and I hope for more use cases!”
“Kubera is great. It's a quick view to get a overall picture of my assets. At first, I was unsure of the value Kubera would provide over other apps, but after connecting everything, I noticed that I had a poor cash allocation when I aggregated all my accounts. Kubera made that extemely clear to see, and that was invaluable. Complex information is distilled down, so I can get back to enjoying my life instead of checking my accounts so rigorously.”
“I used Mint for eons, mostly for transaction tracking and some net worth. Now I use copilot for "where does my money go on a month to month basis" but pretty much exclusively use Kubera for net worth tracking.
It's an awesome platform, simple and powerful. I like it better than Addepar, which is the 800lb gorilla in the private wealth space (Addepar is the back end for most wealth managers, including mine). I like Kubera's UI and insights better, and the ability to set up different scenarios is really powerful to help make big decisions (second home, investments, college savings, retirement, etc.). I believe it's forecasting runs monte carlos analysis if you want to go deep.
It tracks private investments well too - pre-IPO stock options, PE investments, crypto, nested portfolios (e.g. if you have a trust or estate that maintains it's own assets)
It's WELL worth the $199 a year. You get what you pay for.”
“Kubera has quickly become part of my morning routine. No other app syncs with my variety of account types in multiple currencies with consistency. Moreover, the clean look and feel brings peace of mind and a positive vibe, even on days when some numbers don't look as good.”
“Have considered and explored multiple options in this space and the combination of a slick UI, many details and granularity all packaged into a highly effective interface sealed the deal. It’s a great value and I’m happy with my decision.”
English
