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 been mostly great! There are two key features I'm looking for that implementing would allow me to migrate away from google sheets entirely and give it 5 stars:
- Using custom API calls for custom Rows. This would allow me to fill in currently unsupported tokens and fixing Venmo on my end
- Custom metrics/aggregations. I can see my Net Worth at the top right since this is an example of an aggregation (sums all rows). There are also two more aggregations on the top left in the form of Assets and Debts. I would like to add my own custom aggregations. For example, "Cash" is the sum of these three rows, "Illiquid Investments" are the sum of these four rows, etc.”
“Kubera is off to a great start. It's not as feature rich as it could be yet (e.g., individual transactions are not downloaded, just balances), but part of its allure is its simplicity. Can't wait to see what they do next!”
“Very good app. Excellent integration with financial institutions. Also very clean and simple navigation. Only flaw is the lack of a mobile app. (unless of course, I just haven't located it.)”
“Import experience is great, most flexible I have seen. Allows a rapid snapshot of overall net worth in a minimalist interface.
Haven't been using it long enough to really review the graphs/metrics. Eagerly awaiting a full fledged mobile app.”
“A very effective way to aggregate all assets & liabilities and view in real time. Adding accounts across the spectrum has been relatively teoublefree. The single institution that isn’t updating is being looked into by support after a single e-mail notifying them of it.”
“A fantastic way to summarise my net wealth from multiple accounts. Some connections require a few attempts to connect, but otherwise a great product.”
“For what it does Kubera is a good and useful app, although I fee the monthly fee is a little high based on the current features. Im hopeful more features will be added over time that provide more value. For example, It would be good to be able to build custom reports/charts based on the asset data.”
“This is a very useful and easy-to-use app. When I began using it I had several questions and was surprised to receive clear email replies to each topic. not the usual copy/paste generic replies that most businesses substitute for customer support. I gave Kubera 4 stars instead of 5 because some financial exchanges are not compatible with the app and one of those happened to be part of my portfolio. I also think the subscription cost is a bit too high. If they lower it I will remain a customer forever!”
“Overall the platform is great. Very pleased with the ability to track a variety of asset classes and allocate them to different categories. The breadth of integrations is also really strong; particularly international assets. When I relocated internationally, the previous platform I used (major US platform) no longer met my needs and Kubera stepped in to fill that void. That being said, I still see a couple of significant gaps. First, the reporting is pretty terrible and outside of the roll-up, there's no material way to report on trending groupings valuation over time. Second, there is no mobile app / interface, so if you're interested in looking at a particular account (crypto is a good example where this might be important), you need to be at a desktop / laptop. These are pretty significant misses given the fact that it's a very expensive paid service, so hopefully these improve soon. As it stands, it's a great place to see the value of individual assets and your overall portfolio value...”
“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!”
