“Very easy and fast to securely connect all your accounts, beautiful UI for tracking... I've been looking for a simple yet robust app for wealth management for awhile now and Kubera hit it out of the park!”
“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.”
“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.”
“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”
“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.”
“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.”
“Really helpful product. Seamlessly pulls in data from multiple financial institutions and lets you keep note, store return history, and group assets by type. Goodbye inefficient and impossible-to-update spreadsheets. Thanks Kubera!”
“I've been impressed so far. however there are some challenges. I need to update the bank accounts on a regular basis by entering the user name and password often. some of the securities are not available. for the large premium we r paying, I am sure kubera will continue to add more features. it would also be great if it can provide some advisory reviewing clients portfolio”
“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.”
“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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