Kubera is the world's most modern portfolio tracker. Track almost any asset class (traditional & crypto) in one place with Swiss bank privacy & security.
“Easy to use, simple interface and nice plug in functionality to different investment/brokerage accounts. Still missing some international brokerage plugins but assume those will be added over time.”
“Excellent features, customer experience and flexibility. The only truly traditional assets x crypto tracker out there!
UI/visualisation customisation options would be greatly appreciated in the future, the only area I can see improvement needed.”
“Pros: very solid account linking. Clean interface. Easy to use.
Cons: forecasting functionality is pretty confusing. Some annoying and unexpected limitations (such as inability to manually reclassify certain assets). Missing a “drill down from asset class to asset to where a security is held” - you have to jump around reports to do that. No transaction history of explanation of “why” numbers are moving around (eg no ability to monitor fees).”
“Kubera does something very specific but if Kubera’s style of net worth and asset tracking is what you need, then it is well worth the price of entry. There are some features that are US asset specific that I hope to see expanded to global assets but that hasn’t stopped me from using Kubera in its current state.”
“Overall pretty good! Would recommend.
Works well with a very clean interface. Good integrations with most most banks, exchanges, brokers (but not eToro!).
I find it a little expensive at $150 per year.
Customer support was helpful on the few occasions that I contacted them.”
“This is a good product and close to being great. Some small frustrations lie in accounts with cash and investable assets not being represented correctly. Also, the daily email will show my Fidelity account value moving up or down in the amount of each trade. I believe in Kubera and will remain a customer for the foreseeable future.”
“Overall, I love that it connects with many different financial institutions and that it’s configurable. Would love the mobile app/experience to not only be read only.”
“I like it very much. Easy to use.
What could be better:
-more scenarios to play with (inflation, market shock, etc.)
- look through real asset allocation across all holdings
- bank integration in Europe/Switzerland”
“So far my experience with Kubera has been OK. I had a significant hick up related to the different types of connections and duplicating accounts when reconnecting a bank, but Umesh was wonderful and helped me fix the issue right away. Customer service has been great, which I really appreciate.
I don't give it 5 stars because there are still a few institutions Kubera can't connect to so I am required to do some manual work. Ideally, we should be able to be fully automated.”
“I think Kubera is a big step forward for investors that have a large private portfolio and want to track those investments in an accurate way over time. However, I think there are some simple additional things Kubera can do to improve some elements of the account aggregation snapshot. Namely, better "tax status" of accounts (taxable, tax deferred, AND tax free (i.e. Roth IRA's) ). Better visualization of holdings across exposure type and (improved) tax status. Aggregated IRR by grouping when possible. More flexibility re: performance time period selection, i.e. specific dates, number of days, months, years, to better line it up with market benchmarks. I would love to talk to someone and Kubera as a test case to help improve your product. Thanks for asking. Andy Dudley”
