Kubera is the world's most modern portfolio tracker. Track almost any asset class (traditional & crypto) in one place with Swiss bank privacy & security.
“Kubera has a very clean and minimal interface and it's exceptionally easy to keep track of ALL your assets and debts. There have been some difficulties with the crypto connections (especially due to the acquisition value being erased with updates), but this is mostly because of errors from the integration API providers. The support provided by the Kubera team is quick and helpful in addressing any concerns.”
“Overall I have been quite satisfied with Kubera and have recommended it to many people. In particular, I have been impressed with the customer service quality and speed whenever I have had a question or issue to raise.
I rate 4 stars rather than 5 because I would like to see more visualizations (e.g., similar to what's on the net worth page, but for certain slices rather than the full portfolio) and also better breakdown of how much the changes over time are due to price changes (i.e., asset appreciation / depreciation) vs. just purchasing additional assets.”
“Great app to have a general view onf all your assets and investments. There are constant updates and improvements; and they support service / engineers has been very reactive the couple of times I have reported a glitch.
Looking forward to have more visualizations of the data.”
“Overall very happy with Kubera. Fills a need that I haven’t found elsewhere. And very easy to use.
I have had several issues trying to sync accounts and currency conversion errors. Either finding the brokerage/bank in the first place or once connected, the sync drops constantly. This has been improved/fixed over time and the Kubera team has been very helpful and responsive. But I continue to have issues. I am based in Canada which I believe is part of the issue. It does seem like Kubera team has plans to fully resolve this,
Keep up the great work.”
“Really like it - for some reason some bits aren't perfect - e.g. my Vanguard integration works on some accounts but not others, so I've been updating manually.
Additionally it'd be great if ada (Cardano) wallet addresses could be added from a crypto POV.”
“I like the platform in terms of viewing my portfolio's overall performance and grouping asset classes together. Overall it is easy to use and intuitive”
“Kubera is good at what it's designed to do. In fact, it's great. The huge selection of institutions and crypto exchanges it can integrate with makes tracking a breeze. For the items that do not have syncing capability, or those you prefer to manage manually, it's super-easy to do so. My one gripe with this is that I'd love some kind of visual cue that something is manually managed so I can remember to check the source and update the sheet. Aside from that, the platform is great, and it's definitely worth it. Would like to see some more depth to the reporting, but I'm sure that will come as the platform matures.”
“There are definitely some UI tweaks that I would recommend and an improved mobile experience would be great. That said, I think the simplicity they use to roll things up and how you can manage a variety of assets is very helpful.”
“Nice and simple, does what is promised and I appreciate how much the team are supporting crypto vs other providers. Hope to have more analysis tools as the product develops, but overall I think it's great and would recommend to others!”
