“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.”
“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.”