Kubera is the world's most modern portfolio tracker. Track almost any asset class (traditional & crypto) in one place with Swiss bank privacy & security.
“They have been pretty good so far.... the best thing is of all of the other services this one does the best with linking the most of my different accounts.... not all yet but better than others. Doesn't really track transactions like quicken or something, just account values. Th IRR is okay but I don't just want the %IRR I want it annualized to be able to compare across other investments. I haven't delved into the assumptions but the fast forward feature is neat to be able to project where you might be at retirement.”
“I've run into where I can't get it to recalculate things in the past that I've manually overridden. I can't find a way to tell it that this change isn't a change on my story I'm just correcting something that the originally entry is incorrect”
“A brilliant solution to keep track of all my assets, especially important now that I have cryptocurrencies, as it easy to forget where they are. And with the executor option, I don't have to worry that nobody knows where anything is in the event something nasty happens to me.”
“I've been very impressed with Kubera. Makes it easy to track net worth, and the Fast Forward feature is great for planning out future scenarios. It also has more support for syncing accounts than any other app I've used, and better resync for accounts secured with MFA.”
“Kubera makes it easy to keep track of my finances all in one place, you only have to set it up once. Specially useful are the daily emails that point out any changes in your portfolio and makes it easy to monitor more effectively.”
“Kubera’s strength is the ability to incorporate data sources across currencies and countries. This is rare for any money management tool.
However aside from that the number of useful features are limited. There are other apps which much better data viz, as well as useful tools for budgeting, transaction monitoring, and passive income tracking.”
