“20 years of looking for something that can give me a portfolio report - and finally found it, simple, multi currency, for a self run family office, which also has external AUM management, property, overseas assets, crypto etc etc.. with live balancing and very pro-active support... this is a hidden gem.. 5 stars...”
“If you want an aggregator for your accounts focused on asset management (not budgeting) and don't want your data sold or to be hounded for new products, this absolutely worth paying for. Allowed my husband and me to see across all our assets, estimate future scenarios to plan for large outflows, and share financial details while maintaining our own account passwords.”
“Kubera has been great for tracking my finances.
The web app is awesome, i'm a long time personal capital user and was looking for alternatives since they got acquired (clearly i've been procrastinating).
Really love optimizing which connection to use based on the account, that was a huge pain with personal cap and having connections break all the time. I highly recommend!”
“This is exactly what I've been looking for. Kubera is flexible enough to create a view of my net worth and investments the way I prefer to look at it. I've tried eMoney, Black Diamond, and several expense-tracking tools (Simplifi, and others). Nothing gives me the flexibility and ease of use that Kubera does. When I walked my wife through our investments and finances on Kubera she said "Finally, this makes sense to me".”
“I love it. Still didn't use all the features but the basics are great. I was looking for something like this for a long time.
There are things to improve or more tutorials with examples on how to achieve certain business logging but it is really nice.”
“Love the features and functionality. Excellent support. The future net worth modeling is brilliant. Great for people serious about financial planning for the future. Best wishes.”
“Very useful, I wish I could simulate expected returns from each asset easier (e.g.) have the fixed deposit on my asset page automatically deposit cash into my cash accounts (as I do in real life), instead of having to key this in myself. But otherwise, really great so far.”
“Kubera provides a great experience of having my portfolio and net worth at a glance. It provides the ability to easily add and remove assets and to connect with brokers and such.
The response from the team is quick, and I got my questions answered and issues resolved in no time!
Highly recommended!”
“I've been waiting for a tool like Kubera for so long. Finally, there is a platform that makes it easy and automated to track my ENTIRE portfolio in one place. I love the minimalist design and ability to separately track different groups of assets. Also, the forecasting tool is extremely powerful.”
“I love that Kubera does not get distracted with tracking individual transactions. They do aggregate account & net worth tracking and they do it well. Kubera is also the best platform I have seen at managing and reporting on the individual account connectivity challenges that sometimes exist. Lastly, they have their own Discord space with some interesting conversation.”
“I like how Kubera consolidates everything and keeps all of my accounts current. This was exactly what I was looking for when I first decided to use this platform.”
