Kubera is the world's most modern portfolio tracker. Track almost any asset class (traditional & crypto) in one place with Swiss bank privacy & security.
“I have been searching for the best Net Worth and asset tracking app for years now. Kubera is the closest thing I have found and the good news is that they are innovating fast and I think they will be able to get there in the next couple of years. I have diversified assets across stocks, gold, real estate, private equity, and crypto. This platform does a great job of seeing where I am with all of these at any given time PLUS if I input the cashflows it can keep track of IRR performance. I'm still doing this in spreadsheets but over time I may fully migrate to Kubera.”
“One of the few that actually gives an acurate and precise reflection of my crypto holdings. The only thing missing is showing an reflection of the total p&L of those.”
“Very easy to get set up. Interface (both via computer & phone) very intuitive. Checks my boxes for keeping track of net worth/all accounts that are inputs to that (both traditional and non-traditional). Cheers Kubera!”
“Great net worth tracking tool. The fast forward feature is nice to project out various future income and expense scenarios to see how it affects your net worth. Very user friendly.”
“The fast-forward feature is VERY basic and doesn't actually calculate scenarios properly. The developers acknowledge this issue but there's no time table to fix it.”
“I was looking for a solution to manage and keep track of my portfolio. I found many of the well established products from the competition to be quite lacking in terms of customization and integration.
Kubera stood out to me as it makes very few assumptions about how you want to classify and visualize your assets. It connects to an impressive number of banks/brokers internationally, seemlessly fetches spot data for a wide variety of assets, handles crypto very well (including staked assets). And you can easily add assets manually (typically non listed investments, homes, etc.)
The support is top notch, you get very quick answers from the team through email or their Discord channel.
All in all Kubera gives me great control over my investments, and with its sleek interface it also makes portfolio management very fun.
Highly recommended if you're looking for a product that's both simple to use and very customizable, with a good potential for additional features in the future.”
“Kubera is a superb net worth tracking app. I've used most of the main stream alternatives (Quicken, Mint, Personal Capital) as well as a few outliers (New Retirement, BoA/Merrill dashboard, Xillion) and have found its ability to simply track, connect to accounts, and classify/organize all my accounts superior to the competition. Further, the support from the Kubera team is highly personalized and reachable when the occasional issue pops up (for me, it was misclassified bonds resolved in under 12 hours). Support is reachable within the app, via email, and on Discord. Finally, don't let the simple premise of Kubera detract you. For me, I thought it be nice to track all my traditional and crypto assets, while it did that, the real benefit was generating a net worth CAGR, that allows me to manage debt to assets as an investor. As a result, I use Kubera most of the time to track macro performance, and occasionally dip into Personal Capital if I need micro budgeting or micro retirement planning details.”
“Kubera is good at giving an overall look at your finances. I like that you can create categories within your assets and debts, track values over time and even forecast into the future. However, there are two things I don't like. First, you can't see transactions within an account, just totals. Second, accounts aren't always up-to-date. Even if you manually try to sync, it doesn't work. Accounts seem to sync in the evening, so anything that posts overnight or early in the day aren't reflected. In addition to tracking net worth, I use Kubera for weekly budgeting but can't trust the numbers. Because of these two things, I'm not sure I will renew my subscription.”
“I was looking for a way to track my assets privately. Kubera has been simple and straightforward to use and has multiple ways to connect to one institution. Great app.”
“Kubera is the best way to track your net worth, period. The scenario planning and recap features make it easy to see how your net worth has changed over time and how it could change in the future down to a very granular level. I recommend to anyone!”
