“Smooth experience so far! Would love to have additional visualizations/analytics – for example, time series performance of $100 invested in your equity portfolio at inception (i.e. only the returns and not the capital inflow).”
“Wow! How did we ever track our portfolio without Kubera? I'm a Canadian residing in Dubai, with various assets in multiple currencies (equities, BTC, crypto, real estate). I love how easy it is to just flip from one currency to another without using another app. On top of this, the "Fast Forward" function allows you to model your portfolio 5 years out. I'm using this function for a bear case, a base case, and of course a bull case. Syncing with international bank accounts is a breeze, and we can also monitor our Bitcoin and crypto assets, unlike other financial apps that are solely providing TradFi options (finally). All in all, Kubera is the app I've been hoping to find for quite some time, since we can see our entire portfolio all under one roof. Highly recommended.”
“It's very useful to have an overview of my finances, it's so difficult to do it by hand.
Some of the connections don't refresh automatically and some others seem to be broken, but I'm not told about it. I suspect the numberi get were only really accurate when I added the connections and they aren't anymore. They are good approximations anyway, but it would be great to be able to have the real accurate and real time view of my finances”
“It’s been great. I enjoy getting the daily summaries and to also arrive at particular scenarios. Kudos Kubera. Easily one of the best new worth tools I have seen out there in”
“Kubera is great so you can keep track of your investments. Banks won't tell you if a GIC has matured and the money isn't earning any interest. With Kubera I can monitor all my investments at all the different institutions and make sure everything is continually growing.”
“Kubera has been quite helpful in managing and tracking my net worth. I really appreciate the redundancy of the data feeds to keep things nice and accurate. I love the flexibility offered to customize how my net worth presents to me. The ability to add files and notes to specific assets is awesome.”
“I love Kubera because it helps me track my assets with ease including cash, stocks, crypto annd real property. It also enables me to stay on top of valuation trends and adjust accordingly. I also like being able to load important documents. It’s well worth the investment!”
“Love the app, the UI is great and the support team has been helpful whenever I've had questions. I feel more in control with my finances using the product.”
“Very impressive UI, easy to use. Cuts down on managing spreadsheets but most importantly tracks automatically what is a cumbersome and tricky thing to manage, once you realise your financial footprint! Behaves as you would expect it to.”
“Excellent app to track the evolution of your net worth over time, especially if it is spread across various asset classes and platforms.
Using Kubera has enabled me to make strategic decisions on how to rebalance my portfolio to meet my financial goals.
Additionnally, the customer service is always very quick to handle my queries.”