“Kubera is a great product. However, I wish it was more flexible such that I could manage multiple separate portfolios (which I can) but then also report on the combined assets (or debts) of multiple. My use case is that I have multiple companies, so I'd like to track their assets and debts as separate portfolios, but be able to report on all of them together to get a full picture of MY net worth.”
“I started using Kubera after using Personal Capital (free service provided by a broker). Kubera's support for cryptocurrency makes it much better, but Kubera doesn't offer any advice or projections unlike Personal Capital.”
“Amazing app, one of its kind. i only use it for crypto.
One feature that i was hoping it would have, is when i export the list of crypto coins i have on connected exchanges, it should export the coins inside, rather than just to totals on that exchange, i want to do projections based on this and i have to manually write them down.
other then that, love the app”
“I love having confidence my data is protected, I'm happy to pay for that. The simplicity of the app is nice, Personal Capital got way too clunky for me. I understand the product is newer but I am looking forward to seeing the feature set grow.”
“I've used a variety of financial account tracking tools and Kubera's simple design and customizable layout makes it so much better than the others. But what won me over was their outstanding customer service. They respond quickly to resolve issues and seem to care about customer satisfaction.”
“Kubera is awesome especially because it helps keeping track of funds form different banks, institutions and other sources of your assets (even for EU based customers!). No other software of service is currently able to provide this level of service.
Customer support is very responsive and takes care of customer's requests.”
“Very useful for approximating a real time position with a bit of manual updating for some assets
I would like to see more about how the value has changed historically. And be able to put target values in for my assets or just more features for planning”
“Very useful tool - gathering many different threads of your financial accounts, investments, assets in one place including real estate, crypto as well as bank and stock portfolios. Easy to use. There are some teething problems -- but support has been thoughtful and very supportive.”
“This is a great app that bridges the traditional and crypto ecosystem in one place. You can monitor your entire financial wealth from a birds eye perspective in a few clicks. Also, there are more features in the pipeline coming to help with budgeting income/expenses. This is my preferred app when it comes to managing my finances and will continue to be in the future!”
“Really easy to use and has some great features. One star deducted as the precious metals do not seem to work correctly, also when Binance crypto exchange is connected the individual coins profits/losses are not shown only the overall figure.”
“I initially couldn't build all my positions within the 14 day trial and the team gave me another 14 day trial for free which was gave me an opportunity to evaluate how useful this app is.
Multi use portfolio tracker can keep positions from Real Estate, Stocks, Precious Metals, Crypto, and Bank Accounts and also can integrate into services to automatically update and track values.
Some Exchanges and International Markets are still not available as well as further work for Crypto Defi protocols still likely to be added.
Multiple currency reporting available.
Can be added across multiple portfolios or your family, although registered to a single user/2fa. This feature could still be extended for multi-user.
Great tool for evaluating portfolios and performance.”
“Moved over from Personal Capital and love Kubera's simple UI, reliable integrations and crypto support. Still early days so some missing features like benchmarking vs stock market indexes but the team is responsive to feedback!”
“This is the first asset management tool I have used, I wanted something simple and streamlined that could consolidate and present my finances in a simple fashion - Kubera offers this. It has built into crypto tickers as well as integrations with major banks and investment institutions, most of which integrated seamlessly.
I can see the team are actively working on the project, I am regularly asked to refresh the application and changes are often visible straight away (I saw the pluses and minus' added recently!).
However, I feel there could be further customization on the Net Worth section. Data presentation can often feel cluttered when certain "sections" are displayed alongside the "governing asset".
For example, I have a crypto assets, within this I have various "sections" to represent crypto purchase dates, it would be good to be able to remove these "sections" from the overall data presentation OR provide a way to pull in the data which you would like to see specifically, rather than just dumping everything on a single page, it can get kinda messy. Give the user some customization as to how their assets are summarized and presented.
Take the pie charts, instead of dumping them all on the Net Worth page give the user the option to "Add New" and select a specific asset/section which they would like presented, then generate and save that view. I don't want to see all my specific sub sections here.
Additionally, you could add further customization to the "Top Investments" section by providing a filterable drop down, rather than just providing a static data feed. This could include "Top investment by net worth" "Top investment by % gain" "Worst investment" because what you are displaying currently does not represent a "Top Investment", rather which investment is worth the most.
Love the excel exports really handy and the sections nicely format within the spreadsheet so this is another positive.
Overall, love the product and simplicity, as somebody who is new to explicitly "managing my finances" it's been everything I could want with out all of the unnecessary overhead, however there needs to be more customization offered and the net worth page needs some work, but has real scope to become a fantastic product.
Pricing perhaps slightly high compared to more "sophisticated products" but the simplicity is what attracted me in the first place.
4/5”
