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Kubera Reviews

4.8 Rating 1,109 Reviews
97 %
of reviewers recommend Kubera
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Anonymous
Anonymous  // 01/01/2019
Kubera has been a game changer for me. I’ve lived in 3 countries and have bank accounts, investments, retirement accounts, and property in multiple locations and currencies. Kubera is the first time I’ve EVER been able to see my full financial picture in one place. It handles the currency exchange effortlessly and even has Open Banking connections to many of my accounts. You can also simulate future scenarios to plan for retirement. Kubera is unique in the market and I couldn’t live without it.
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I've been searching for years for the perfect personal finance management app, and I can confidently say I've finally found it with Kubera after trying every PFM tool out there from Mint to Copilot to Monarch to Rocket Money to Origin and everything in between. This isn't just another budgeting tool; it's an incredibly powerful and elegant net worth tracker, cash flow evaluator, and net worth forecast tool. In my opinion, it's truly the best ever built. What sets Kubera apart is the sheer breadth of its capabilities and the seamless way it brings all your financial data together. The wealth of built-in connections is phenomenal, covering everything from bank accounts and brokerages to even less common assets. The flexibility to choose between connectivity providers is a huge plus, ensuring you can link virtually all your accounts reliably. And for anything that isn't covered by a direct connection, the AI import feature is a game-changer, making it surprisingly easy to bring in even the most disparate data. Beyond the impressive functionality, the design of Kubera is incredible. It's clean, minimal, and incredibly intuitive to navigate. Everything is presented in a clear and concise way, making it a pleasure to use and allowing you to quickly get a holistic view of your finances without feeling overwhelmed.
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Great tool, constantly improving.
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I’ve now got greater insight into everything across my portfolio. Customer support is also very speedy in the case where I need help with something.
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I love the forecast what if analysis tool Great daily email Dark mode is perfect
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Very good platform to track your net worth and make precise projections in the future with nice visuals. Good overview of assets and easy to add them and bank accounts. Sander
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Kubera is a great tool for tracking your net worth and forecasting your future net worth based on various scenarios. It can send you a nightly email showing how much your investment accounts have changed in value, which I like to see to keep tabs without manually tracking market dynamics. It also can send your portfolio to a trusted contact in event you don't log in for a certain length of time or reply to various warning emails.
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Easy to configure, useful visualizations, nice daily email summaries. Really great product.
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Rohit was very helpful. The interface is clean and clear. Information is easy to access.
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I love the simplicity. It’s really flexible but with the right “smart” features that make the app ideal for varied usecases in international context and even modern usecases like crypto or LLMs support are added quickly.
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Easily the simplest way to track your personal wealth. I've used a bunch of tools and manual spreadsheets and nothing compares to Kubera. I especially love the ability to integrate it (via data export) with a customized ChatGPT project that has become my tough-talking AI personal finance manager and keeps me on track and on-target with my financial goals.
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Everything else was always so detailed… stuck at the 500-foot view. I needed something that operated closer to 50,000 feet. Not transaction tagging or bill tracking, but a true bird’s-eye view of our entire portfolio. One that could be easily understood by both our family accountant and the grandparents at the same time. Kubera is exactly that — and I love it. It’s become an instrumental bridge during our monthly money meetings, helping us stay clear, aligned, and focused on the bigger picture.
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Great design, accurate values, and everything is trackable.
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Best aggregator of financial data I’ve seen. The AI tool is next level
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So far so good, Kubera keeps my accounts and balances organized and one place - with accounts in three countries that is no small feat!
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Kubera has become an essential tool for tracking my personal wealth — it's intuitive, powerful, and incredibly well-designed. Everyone I've shown it to has subscribed immediately. I plan to use it for a long time.
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It keeps well informed and up to date about my finances
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The only thing that drives me nuts is that I spent 2 years tracking my net worth without Kubera. My complaint would be that they didn’t market hard enough to make me aware of it sooner, lol. It’s a game changer.
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Kubera has dramatically simplified my asset tracking. I previously managed dozens of accounts and assets in spreadsheets updated manually. It took hours to log into accounts and access information. I was able to setup Kubera in less time than it took for a single manual update, and now I have all my assets and net worth information current all the time.
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This is by far the best wealth tracking tool I have seen for people with alternative investments and estate structures. The ability to house everything in one place. Track returns of all of my investments. Generate financial statements at the click of a button has saved me an immeasurable amount of time. Love this product!
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Kubera is rated 4.8 based on 1,109 reviews