“Overall, I'm happy with Kubera as a net worth tracker. I'd love to discuss desired additional features. Additionally, not all of my accounts automatically update due to 2-factor authentication, which is a bit of an inconvenience. Keep making minor changes here and there to increase the value.”
“I have used Kubera now for a few months. I like the simplicity and the ease of connecting crypto wallets and that it can keep stock participations value up to date. It still misses a few hardware wallets like Tangem as it seems mainly focused on US customers. I like the daily update emails on changes in the net value.”
“It works very well and gives you a fairly accurate picture of the evolution of your assets. It would be ideal to include more information sources for real estate and funds.
great work”
“I look around to find a project to track my assets and portfolio and in particular can update live assets. On the whole this works pretty well and I am happy with it.”
“Very full featured and worth the money overall. Wish they made it a bit easier to factor in future contributions to investment accounts in the fast forward view, and incorporating the future growth of those investments.”
“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.”
