“Easy to set up and manage. Bank feeds for some accounts don't work, unfortunately, but for the most part, they're pretty robust. I wish there was a tax view where I could see cost basis and where assets were held between taxable, tax-deferred, and Roth.”
“I have so many “ exotic” investments that my family doesn’t know about. Kubera gives me peace of mind that should something unforeseen happen to me the assets will not be lost.
Would REALY love it if it worked a bit more like an accounting program. I sold a hotel and just had to delete it. Also would be good to know which investment are paying off, and would LOVE it if I could generate tax gains and losses, which are particularly hard with crypto currency.”
“Kubera allows you to connect to all your financial accounts everywhere to get a holistic view. They use multiple financial aggregators and have a lot of coverage so it is quite likely that your accounts are supported, even if it is international or crypto!
They are still growing and adding new features very quickly. I’m holding back one star for when they add more analytics or an API which will take the usage of their product to a whole new level!”
“Helped a lot managing and checking my finances. Loved the simplicity of the graphics and overall use - I just don’t give 5/5 because I would love to check my holdings on the go (with a mobile app) and I found some difficulties trying to connect a business bank account (however, I believe that’s directly an issue with my bank, not Kubera, so there’s that). Other than that, 5/5! Loved it and reasonably priced.”
“I'm very happy with Kubera's web-based functionality. It's the first online platform I've used that reliably updates my accounts and its simple and intuitive UI is effective. Only room for improvement would introducing a smartphone app.”
“Quite useful overall to track for people with a lot of different accounts (cash bank accounts, crypto, standard shares portfolio etc). Some of the functionality needs to improve though (better portfolio tracking over time, portfolio drill-downs, contribution of asset buckets/classes to performance etc, separating out portfolio returns from monthly savings from other income)”
“Kubera is a great service to consolidate all your financial assets and get a bird-eye view of your financial situation. The only reason I'm giving a 4 star review is that, I frequently have issues with stale information shown to me for a couple of my accounts. Other than that, I highly recommend the tool to everyone that care about their financial health.”
“Very solid platform for accumulating all your assets into one place. As you would expect, they were a little weak on Crypto assets but have made recent upgrades which seem to solve a big chunk of the weakness.”
“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.”
English