“Amazing user interface and overall experience. The one annoying thing, however, is how frequently I find myself having to link, relink, or unlink bank accounts. It's not super often, but once every 1-2 weeks, I need to relink an account because incorrect information is being displayed.”
“I find Kubera very helpful in organizing my finances, and especially love the simple user interface (just like Excel), multi-currency features, focus on investment tracking (not as add-on to a budgeting app), ability to cater for international investments (not just US) and alternative investments. It would be good if Kubera could also allow users to tailor-make their own reports (not just restricted to the templates), and allow users to change mode of log-in (I initially signed in using Google account and want to switch to email+password but can't).”
“My experience so far has been very positive.
Improvements I would like to see:
- One place where I can see all of the accounts that need to be updated.
- The ability to see recent transactions for synced accounts (even if it's just read-only).
- The ability to track the wallets of more crypto altcoins.”
“Good service and price-worthy. However, would like better UI regarding new valuations to private/non-listed assets, such as private stock. There should be an input possibility to connect a new valuation to some supporting document.”
“Really like it, but would like to see better details around asset allocation (stocks, bonds, international, alternatives like crypto, company stock options/RSUs), and retirement vs non-retirement/tax-advantaged savings. More tools to help users understand their early retirement/change in lifestyle. I think most users willing to pay for something like this vs a free option like personal capital are going to want to leverage tools that help them financially plan for early retirement or potentially changing careers to a lower stress job once enough assets are accumulated.”
“It's a really nice platform, although most of its functionality is available through free tools like Personal Capital. The new fast forward feature is nice though.
Personally I'd like to see less focus on supporting the latest crypto stuff and more on better support for funds and underlying equities etc. My ideal tool would provide better support for tax loss harvesting, and portfolio rebalancing”
“Overall, very impressed with the Kubera. It is the ideal portfolio monitoring and critical document storage site for me and the functionality is good and well thought through. Has really taken away the pain of monitoring a portfolio.
I do notice that sometimes links break but this may be third party issues.
Good product and I am happy as a customer.”
“I've enjoyed Kubera so far. I have two asks:
* Change the allocation balance to have a range tolerance. If you are within 5 or 10% of your allocation range then there isn't a warning.
* Not all of my accounts were able to be ported. That is a negative from my pov.”
“Kubera is the best tool I've seen for tracking net worth. I wish it showed more details per account (i.e. graphs of balance over time, like for my mortgage, with corresponding stats like how quickly it's decreasing). It would be nice, based on rough trends, if Kubera also projected where things "could be" (what if) if trends continue so it's more than just a tool that gives me a snapshot of today. It also "predicts" the future.”
“Kubera is great, it shows me an uncluttered and simple-to-digest view of my net worth.
This is not necessarily a Kubera issue, it's a bank/institution issue, but my biggest problem with Kubera is the same problem that all of these types of services suffer from, which is the constant re-entering of credentials for various financial data.
The connections to my financial institutions seem to fail regularly and require reviving. This results in a slight "distrust" in the data I'm viewing.”
